Alliance Advisory Group, Inc.
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Alliance Advisory Group, Inc. Employees
Employee
Years
Job
Industry
Andrew Napierala Andrew Napierala's Alliance Advisory Group, Inc. Experience January 2012 - May 2014
Job Client Advocate at Willis of New York, Inc.
Industry Insurance
Experience
Willis of New York, Inc. June 2014 - Present
Alliance Advisory Group, Inc. January 2012 - May 2014
Financial Architects / MassMutual February 2009 - December 2011
Oxford Capital November 2007 - January 2009
HSBC Group/Household International July 2001 - October 2007
Skills
Human Capital, Employee Benefits, Risk Management, P&C Insurance, Health Insurance, Commercial Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Professional Liability, Retirement Plan..., Compensation Structures, Enterprise Risk..., Captive Insurance..., Private Client &..., Insurance
Education
Clarkson University 1997 — 2001
B.S., Finance & Economics
Williamsville South H.S. 1993 — 1997
Regents Diploma
Willis of New York, Inc. June 2014 - Present
Alliance Advisory Group, Inc. January 2012 - May 2014
Financial Architects / MassMutual February 2009 - December 2011
Oxford Capital November 2007 - January 2009
HSBC Group/Household International July 2001 - October 2007
Skills
Human Capital, Employee Benefits, Risk Management, P&C Insurance, Health Insurance, Commercial Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Professional Liability, Retirement Plan..., Compensation Structures, Enterprise Risk..., Captive Insurance..., Private Client &..., Insurance
Education
Clarkson University 1997 — 2001
B.S., Finance & Economics
Williamsville South H.S. 1993 — 1997
Regents Diploma
Christine Clapp's Alliance Advisory Group, Inc. Experience August 2008 - July 2009
Job Director of Benefits for Ahrens Financial
Industry Insurance
Experience
Ahrens Financial 2014 - Present
Premier Consulting Associates 2013 - April 2014
Liazon November 2009 - January 2012
Alliance Advisory Group, Inc. August 2008 - July 2009
Skills
Benefits Administration, Employee Relations, Recruiting, Onboarding, Performance Management, Desktop Publishing, Client Billing, Analysis, Deferred Compensation, Benefits Negotiation, College Recruiting, Human Resources, Compensation & Benefits, Social Networking, HRIS, Marketing, New Hire Orientations, Healthcare, Time Management, Public Speaking, Personnel Management, Applicant Tracking..., Management, Disability Insurance, Health Insurance, Microsoft Office, Leadership, Customer Service, Event Planning, Interviews, Life Insurance, Employee Benefits, Insurance, Team Building
Education
Buffalo State College 2001 — 2003
Master's degree, Multidisciplinary Studies/Public Relations Management
Utica College of Syracuse University 1999 — 2001
Bachelor's degree, Public Relations and Journalism
Ahrens Financial 2014 - Present
Premier Consulting Associates 2013 - April 2014
Liazon November 2009 - January 2012
Alliance Advisory Group, Inc. August 2008 - July 2009
Skills
Benefits Administration, Employee Relations, Recruiting, Onboarding, Performance Management, Desktop Publishing, Client Billing, Analysis, Deferred Compensation, Benefits Negotiation, College Recruiting, Human Resources, Compensation & Benefits, Social Networking, HRIS, Marketing, New Hire Orientations, Healthcare, Time Management, Public Speaking, Personnel Management, Applicant Tracking..., Management, Disability Insurance, Health Insurance, Microsoft Office, Leadership, Customer Service, Event Planning, Interviews, Life Insurance, Employee Benefits, Insurance, Team Building
Education
Buffalo State College 2001 — 2003
Master's degree, Multidisciplinary Studies/Public Relations Management
Utica College of Syracuse University 1999 — 2001
Bachelor's degree, Public Relations and Journalism
Kyoungah Lee Kyoungah Lee's Alliance Advisory Group, Inc. Experience May 2012 - May 2013
Job Student Services Graduate Assistant @ UB School of Management Graduate Program Office
Industry
Experience
University at Buffalo Full-Time MBA and MS Programs August 2015 - Present
Graduate Program Office, School of Management, University at Buffalo May 2015 - August 2015
International Admissions, University at Buffalo August 2014 - August 2015
International Admissions Office, University at Buffalo January 2013 - January 2015
Alliance Advisory Group, Inc. May 2012 - May 2013
Management Department, University at Buffalo January 2012 - June 2012
Education
University at Buffalo 2014 — 2016
Higher Education/Higher Education Administration, Master of Education (M.Ed.)
State University of New York at Buffalo 2009 — 2014
B.S. Management Finance & B.A. Economics, Bachelor's degree
University at Buffalo Full-Time MBA and MS Programs August 2015 - Present
Graduate Program Office, School of Management, University at Buffalo May 2015 - August 2015
International Admissions, University at Buffalo August 2014 - August 2015
International Admissions Office, University at Buffalo January 2013 - January 2015
Alliance Advisory Group, Inc. May 2012 - May 2013
Management Department, University at Buffalo January 2012 - June 2012
Education
University at Buffalo 2014 — 2016
Higher Education/Higher Education Administration, Master of Education (M.Ed.)
State University of New York at Buffalo 2009 — 2014
B.S. Management Finance & B.A. Economics, Bachelor's degree
Chris Anderson, MBA - Marketing's Alliance Advisory Group, Inc. Experience November 2011 - April 2012
Job Marketing, Development & Internet/Ecommerce Project Manager at The Resource Center; Owner Aspen Designs LLC
Industry Marketing and Advertising
Experience
The Resource Center December 2013 - Present
Aspen Designs LLC January 2013 - Present
Chris Anderson Images January 2008 - Present
Heritage Ministries November 2012 - November 2013
Blair Corporation June 2012 - November 2012
Alliance Advisory Group, Inc. November 2011 - April 2012
Heritage Ministries June 2007 - November 2011
HEIDENHAIN NUMERIC B.V. November 2000 - June 2007
Chautauqua Institution January 1996 - October 2000
Buffalo Bills February 2000 - May 2000
Skills
Marketing Communications, Advertising, Media Relations, Marketing Strategy, Marketing, Event Management, Trade Shows, Fundraising, Leadership, Strategic Planning, Public Relations, Social Media Marketing, Public Speaking, Graphic Design, Editing, Press Releases, Microsoft Office, Corporate Communications, Social Media, Creative Writing, Social Networking, Interpersonal..., Macintosh Applications, QuarkXPress, Adobe Creative Suite, Joomla, Public Law, Event Planning, Email Marketing, Web Site Editing, Leadership and..., WordPress, Drupal, Magento, MyBigCommerce, ETSY, Facebook, Online Advertising, Brand Development, E-commerce, Nonprofits, Direct Mail, Web Design, MailChimp
Education
Saint Bonaventure University 2006 — 2011
MBA, Marketing, 3.65 GPA
Slippery Rock University of Pennsylvania 1993 — 1996
Bachelors, Sports/Business Management, 3.60 GPA
Jamestown Community College 1991 — 1993
Associates, Mathematics/Science, 3.85 GPA
The Resource Center December 2013 - Present
Aspen Designs LLC January 2013 - Present
Chris Anderson Images January 2008 - Present
Heritage Ministries November 2012 - November 2013
Blair Corporation June 2012 - November 2012
Alliance Advisory Group, Inc. November 2011 - April 2012
Heritage Ministries June 2007 - November 2011
HEIDENHAIN NUMERIC B.V. November 2000 - June 2007
Chautauqua Institution January 1996 - October 2000
Buffalo Bills February 2000 - May 2000
Skills
Marketing Communications, Advertising, Media Relations, Marketing Strategy, Marketing, Event Management, Trade Shows, Fundraising, Leadership, Strategic Planning, Public Relations, Social Media Marketing, Public Speaking, Graphic Design, Editing, Press Releases, Microsoft Office, Corporate Communications, Social Media, Creative Writing, Social Networking, Interpersonal..., Macintosh Applications, QuarkXPress, Adobe Creative Suite, Joomla, Public Law, Event Planning, Email Marketing, Web Site Editing, Leadership and..., WordPress, Drupal, Magento, MyBigCommerce, ETSY, Facebook, Online Advertising, Brand Development, E-commerce, Nonprofits, Direct Mail, Web Design, MailChimp
Education
Saint Bonaventure University 2006 — 2011
MBA, Marketing, 3.65 GPA
Slippery Rock University of Pennsylvania 1993 — 1996
Bachelors, Sports/Business Management, 3.60 GPA
Jamestown Community College 1991 — 1993
Associates, Mathematics/Science, 3.85 GPA
Michael D. Ehlers Jr Michael D. Ehlers Jr's Alliance Advisory Group, Inc. Experience January 2012 - December 2012
Job Physical Therapy Student
Industry Financial Services
Experience
World Gym Williamsville January 2013 - March 2015
Brierwood Counrty Club May 2007 - March 2013
Alliance Advisory Group, Inc. January 2012 - December 2012
Pettibone's Grille 2011 - 2011
Skills
Finance, Retirement Planning, Disability Insurance, Whole Life, The Living Balance..., Life Insurance, Retirement
Education
Daemen College 2015 — 2018
Doctor of Physical Therapy, DPT, Physical Therapy/Therapist
State University of New York at Buffalo 2008 — 2011
BA, Psychology
SUNY Potsdam 2006 — 2008
Biology Major
St. Francis High School
NYS Regents Diploma
World Gym Williamsville January 2013 - March 2015
Brierwood Counrty Club May 2007 - March 2013
Alliance Advisory Group, Inc. January 2012 - December 2012
Pettibone's Grille 2011 - 2011
Skills
Finance, Retirement Planning, Disability Insurance, Whole Life, The Living Balance..., Life Insurance, Retirement
Education
Daemen College 2015 — 2018
Doctor of Physical Therapy, DPT, Physical Therapy/Therapist
State University of New York at Buffalo 2008 — 2011
BA, Psychology
SUNY Potsdam 2006 — 2008
Biology Major
St. Francis High School
NYS Regents Diploma
Kris Quagliana Kris Quagliana's Alliance Advisory Group, Inc. Experience May 2012 - December 2012
Job Regional Sales ManagerEastern US/Canada at TriVium Systems
Industry Telecommunications
Experience
TriVium Systems September 2014 - Present
OAISYS May 2014 - September 2014
OAISYS December 2012 - May 2014
Alliance Advisory Group, Inc. May 2012 - December 2012
Interwork Technologies November 2010 - November 2011
Interwork Technologies August 2010 - November 2010
Codi Inc. July 2009 - August 2010
Ingram Micro July 2006 - February 2009
Ingram Micro November 2004 - July 2006
Ingram Micro April 2000 - November 2004
Skills
Disability Insurance, Insurance, Life Insurance, Investment Strategies, Strategic Financial..., Retirement Planning, Debt Management, Salesforce.com, MS Office Suite, Unified Communications, VoIP, Security, Organizational..., Channel, Territory, New Business Development, Consultative Selling, Channel Management, Business Planning, Account Management, Customer Relations, Supply Chain Management, Supply Chain, Distribution Management, Software Distribution, hardware distribution, Coaching, Mentoring, Professional Services, Sales Management, Microsoft Office, Channel Sales, Solution Selling, Sales Operations, Selling, Customer Service, Team Building, Strategy, Sales, Channel Partners, Managed Services, Recruiting, Distributed Team..., B2B, Leadership, Telephony, Virtualization, SaaS, Enterprise Software, Customer Satisfaction
Education
Medaille College 2004 — 2006
Master, Organizational Leadership
State University of New York College at Potsdam 1993 — 1995
BA, Archaeology, Anthropology & History
Erie Community College 1990 — 1993
Associate, History
Amherst Central High School 1986 — 1990
General High School Diploma
TriVium Systems September 2014 - Present
OAISYS May 2014 - September 2014
OAISYS December 2012 - May 2014
Alliance Advisory Group, Inc. May 2012 - December 2012
Interwork Technologies November 2010 - November 2011
Interwork Technologies August 2010 - November 2010
Codi Inc. July 2009 - August 2010
Ingram Micro July 2006 - February 2009
Ingram Micro November 2004 - July 2006
Ingram Micro April 2000 - November 2004
Skills
Disability Insurance, Insurance, Life Insurance, Investment Strategies, Strategic Financial..., Retirement Planning, Debt Management, Salesforce.com, MS Office Suite, Unified Communications, VoIP, Security, Organizational..., Channel, Territory, New Business Development, Consultative Selling, Channel Management, Business Planning, Account Management, Customer Relations, Supply Chain Management, Supply Chain, Distribution Management, Software Distribution, hardware distribution, Coaching, Mentoring, Professional Services, Sales Management, Microsoft Office, Channel Sales, Solution Selling, Sales Operations, Selling, Customer Service, Team Building, Strategy, Sales, Channel Partners, Managed Services, Recruiting, Distributed Team..., B2B, Leadership, Telephony, Virtualization, SaaS, Enterprise Software, Customer Satisfaction
Education
Medaille College 2004 — 2006
Master, Organizational Leadership
State University of New York College at Potsdam 1993 — 1995
BA, Archaeology, Anthropology & History
Erie Community College 1990 — 1993
Associate, History
Amherst Central High School 1986 — 1990
General High School Diploma
Dewey Hastrich's Alliance Advisory Group, Inc. Experience May 2010 - August 2010
Job Associate Planner at Macy's
Industry Retail
Experience
Macy's January 2014 - Present
Macy's October 2012 - January 2014
Macy's July 2012 - October 2012
Adecco Staffing, USA October 2011 - July 2012
Adecco Engineering & IT 2011 - 2011
Alliance Advisory Group, Inc. May 2010 - August 2010
Skills
Technical Recruiting, Microsoft Office, Project Management, Marketing, Social Media, SharePoint, Social Networking, Account Management, Sourcing, Microsoft Excel, Management, Customer Service, PowerPoint, Sales
Education
Universiteit Antwerpen 2009 — 2010
Bachelor Degree, International Management 2010, 3.2
IECS - The Strasbourg Graduate School of Management 2009 — 2010
Bachelor Degree, European Management 2009, 3.6
Canisius College 2006 — 2010
Degree of Science, International Business; Management & Marketing, 3.4
Macy's January 2014 - Present
Macy's October 2012 - January 2014
Macy's July 2012 - October 2012
Adecco Staffing, USA October 2011 - July 2012
Adecco Engineering & IT 2011 - 2011
Alliance Advisory Group, Inc. May 2010 - August 2010
Skills
Technical Recruiting, Microsoft Office, Project Management, Marketing, Social Media, SharePoint, Social Networking, Account Management, Sourcing, Microsoft Excel, Management, Customer Service, PowerPoint, Sales
Education
Universiteit Antwerpen 2009 — 2010
Bachelor Degree, International Management 2010, 3.2
IECS - The Strasbourg Graduate School of Management 2009 — 2010
Bachelor Degree, European Management 2009, 3.6
Canisius College 2006 — 2010
Degree of Science, International Business; Management & Marketing, 3.4
Emily Squairs's Alliance Advisory Group, Inc. Experience January 2011 - March 2012
Job Sales Representative at LTG Marketing & Development, Inc
Industry Public Relations and Communications
Experience
Alliance Advisory Group, Inc. January 2011 - March 2012
The Walt Disney Company January 2009 - March 2012
Alliance Advisory Group, Inc. 2011 - 2011
Skills
Press Releases, Non-profits, Social Media, Newsletters, Customer Service, Microsoft Office, Public Relations, Event Management, PowerPoint, Microsoft Word, Employee Benefits, Data Entry, Microsoft Excel, Social Networking, Media Relations, Recruiting, Disney, Tumblr, Entertainment Industry, Social Media Marketing
Education
State University of New York at Buffalo 2007 — 2011
Bachelor's degree, Communication, General
Alliance Advisory Group, Inc. January 2011 - March 2012
The Walt Disney Company January 2009 - March 2012
Alliance Advisory Group, Inc. 2011 - 2011
Skills
Press Releases, Non-profits, Social Media, Newsletters, Customer Service, Microsoft Office, Public Relations, Event Management, PowerPoint, Microsoft Word, Employee Benefits, Data Entry, Microsoft Excel, Social Networking, Media Relations, Recruiting, Disney, Tumblr, Entertainment Industry, Social Media Marketing
Education
State University of New York at Buffalo 2007 — 2011
Bachelor's degree, Communication, General
Scott Hinds Scott Hinds's Alliance Advisory Group, Inc. Experience September 2005 - May 2007
Job Director of Membership & Development
Industry Financial Services
Experience
Orbital Advisory Group June 1996 - Present
NAFA (National Association for Fixed Annuities) August 2008 - August 2015
Alliance Advisory Group, Inc. September 2005 - May 2007
Skills
Fixed Annuities, Retirement, Retirement Planning, Long-term Care, Estate Planning, Life Insurance, IRAs, Insurance, Term Life Insurance, Strategic Financial..., Disability Insurance, Indexed Annuities, Buy-sell Agreements, Conference Coordination, Press Release Drafting, Persuasive Speaker, Financial Advisory, 401k, Employee Benefits, Financial Planners, Health Insurance, Medicare, Financial Planning, Series 6, Wealth, Pensions, Financial Services
Education
The American College 2012 — 2013
ChFC (in progress), Financial Planning and Services
Syracuse University
Orbital Advisory Group June 1996 - Present
NAFA (National Association for Fixed Annuities) August 2008 - August 2015
Alliance Advisory Group, Inc. September 2005 - May 2007
Skills
Fixed Annuities, Retirement, Retirement Planning, Long-term Care, Estate Planning, Life Insurance, IRAs, Insurance, Term Life Insurance, Strategic Financial..., Disability Insurance, Indexed Annuities, Buy-sell Agreements, Conference Coordination, Press Release Drafting, Persuasive Speaker, Financial Advisory, 401k, Employee Benefits, Financial Planners, Health Insurance, Medicare, Financial Planning, Series 6, Wealth, Pensions, Financial Services
Education
The American College 2012 — 2013
ChFC (in progress), Financial Planning and Services
Syracuse University
Darren Polkowski Darren Polkowski's Alliance Advisory Group, Inc. Experience October 2000 - June 2001
Job Fiber Solution Analyst at Verizon
Industry Computer Hardware
Experience
Verizon November 2010 - January 2014
FS Media October 2010 - September 2012
Palit Multimedia December 2007 - December 2008
Tom's Hardware Guide November 2004 - 2007
Tom's Hardware Guide August 2003 - October 2004
M&T Bank August 2003 - January 2004
MTB Investment Advisors June 2001 - August 2003
Alliance Advisory Group, Inc. October 2000 - June 2001
Vision Group of Funds October 1997 - October 2000
Skills
Product Management, Media Relations, Social Media, Video, Public Relations, Leadership, Corporate Communications, Press Releases, Blogging, Technical Writing, Product Marketing, Publishing, Online Marketing, Online Advertising, Program Management, Strategic Partnerships, Content Strategy, Content Development, Content Management, Marketing Communications, SEO, Marketing Strategy, Management, Digital Media, Advertising, Digital Marketing, Web Analytics, E-commerce, Social Networking, Competitive Analysis, Marketing, Go-to-market Strategy, Social Media Marketing, Mobile Devices, Strategy
Education
Medaille College
MBA, Business Administration
University at Buffalo
BA, Economics
Verizon November 2010 - January 2014
FS Media October 2010 - September 2012
Palit Multimedia December 2007 - December 2008
Tom's Hardware Guide November 2004 - 2007
Tom's Hardware Guide August 2003 - October 2004
M&T Bank August 2003 - January 2004
MTB Investment Advisors June 2001 - August 2003
Alliance Advisory Group, Inc. October 2000 - June 2001
Vision Group of Funds October 1997 - October 2000
Skills
Product Management, Media Relations, Social Media, Video, Public Relations, Leadership, Corporate Communications, Press Releases, Blogging, Technical Writing, Product Marketing, Publishing, Online Marketing, Online Advertising, Program Management, Strategic Partnerships, Content Strategy, Content Development, Content Management, Marketing Communications, SEO, Marketing Strategy, Management, Digital Media, Advertising, Digital Marketing, Web Analytics, E-commerce, Social Networking, Competitive Analysis, Marketing, Go-to-market Strategy, Social Media Marketing, Mobile Devices, Strategy
Education
Medaille College
MBA, Business Administration
University at Buffalo
BA, Economics
Sarah Draper's Alliance Advisory Group, Inc. Experience October 2011 - December 2012
Job JD Candidate 2016 at SUNY Buffalo Law School
Industry Legal Services
Experience
U.S. District Court, Western District of New York September 2015 - Present
Themis Bar Review October 2013 - Present
Connors & Vilardo, LLP May 2015 - August 2015
Roswell Park Cancer Institute March 2015 - May 2015
EEOC January 2015 - May 2015
Littler Mendelson May 2014 - August 2014
Erie County District Attorney's Office June 2013 - August 2013
L&M Financial Services December 2012 - March 2013
Alliance Advisory Group, Inc. October 2011 - December 2012
Erie County District Attorney's Office May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Sales, Administrative..., Event Planning, Legal Research, Legal Writing, Life Insurance, Retail, Banking, Political Science, African Studies, Multi Tasking, Diligent
Education
State University of New York at Buffalo - Law School 2013 — 2016
Doctor of Law (J.D.)
University at Buffalo 2008 — 2012
Bachelor of Arts (B.A.), Political Science, African-American Studies
Millard Fillmore College at SUNY Buffalo 2011 — 2011
Paralegal Certificate
Nichols School 2004 — 2008
High School diploma
U.S. District Court, Western District of New York September 2015 - Present
Themis Bar Review October 2013 - Present
Connors & Vilardo, LLP May 2015 - August 2015
Roswell Park Cancer Institute March 2015 - May 2015
EEOC January 2015 - May 2015
Littler Mendelson May 2014 - August 2014
Erie County District Attorney's Office June 2013 - August 2013
L&M Financial Services December 2012 - March 2013
Alliance Advisory Group, Inc. October 2011 - December 2012
Erie County District Attorney's Office May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Sales, Administrative..., Event Planning, Legal Research, Legal Writing, Life Insurance, Retail, Banking, Political Science, African Studies, Multi Tasking, Diligent
Education
State University of New York at Buffalo - Law School 2013 — 2016
Doctor of Law (J.D.)
University at Buffalo 2008 — 2012
Bachelor of Arts (B.A.), Political Science, African-American Studies
Millard Fillmore College at SUNY Buffalo 2011 — 2011
Paralegal Certificate
Nichols School 2004 — 2008
High School diploma
Mark Beardi Mark Beardi's Alliance Advisory Group, Inc. Experience April 2009 - April 2012
Job Financial Advisor at SY Associates
Industry Financial Services
Experience
SY Associates March 2014 - Present
Alliance Advisory Group, Inc. April 2009 - April 2012
M&T Bank September 2003 - September 2008
Sandler O'Neill February 2002 - January 2003
Merrill Lynch June 2000 - November 2001
Morgan Stanley August 1997 - June 1999
BlackRock September 1994 - August 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Canisius High School 1986 — 1990
HS Diploma, NA
SY Associates March 2014 - Present
Alliance Advisory Group, Inc. April 2009 - April 2012
M&T Bank September 2003 - September 2008
Sandler O'Neill February 2002 - January 2003
Merrill Lynch June 2000 - November 2001
Morgan Stanley August 1997 - June 1999
BlackRock September 1994 - August 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Canisius High School 1986 — 1990
HS Diploma, NA
Jeffrey J. Wohlfahrt Jeffrey J. Wohlfahrt's Alliance Advisory Group, Inc. Experience July 2009 - April 2015
Job Wealth Planning Specialist at Moshides Financial Group
Industry Investment Management
Experience
Moshides Financial Group April 2015 - Present
Alliance Advisory Group, Inc. July 2009 - April 2015
Moldenhauer & Associates September 2006 - March 2009
Skills
Small Business, Retirement Planning, Financial Services, Investments, Finance, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Analysis, Wealth Management, Financial Advisory, Business Planning, Strategic Planning, Portfolio Management, Insurance, Financial Planning
Education
State University of New York at Buffalo - School of Management
Bachelor’s Degree, Business Administration / Finance
Lancaster High School
Moshides Financial Group April 2015 - Present
Alliance Advisory Group, Inc. July 2009 - April 2015
Moldenhauer & Associates September 2006 - March 2009
Skills
Small Business, Retirement Planning, Financial Services, Investments, Finance, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Analysis, Wealth Management, Financial Advisory, Business Planning, Strategic Planning, Portfolio Management, Insurance, Financial Planning
Education
State University of New York at Buffalo - School of Management
Bachelor’s Degree, Business Administration / Finance
Lancaster High School
Joseph D. D'Amico Joseph D. D'Amico's Alliance Advisory Group, Inc. Experience May 2012 - September 2012
Job Agent with New York Life helping families and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company 2015 - Present
Auction Direct USA Used Vehicle Superstore 2014 - 2014
Bill Cram Chevrolet 2013 - 2014
Private Stable April 2002 - May 2013
James E. Cheney CPA February 2013 - April 2013
St. John Fisher College January 2012 - December 2012
Alliance Advisory Group, Inc. May 2012 - September 2012
Cobblestone Creek Country Club May 2010 - August 2011
St. John Fisher College Investment Club January 2011 - May 2011
Skills
Retirement Planning, 401k Rollovers, Licensed Life Insurance..., Leadership, Sales, Time Management, Process Improvement, Risk Management, Wealth Preservation..., Life Insurance, Team Building, Succession Planning
Education
St. John Fisher College 2011 — 2013
Accounting Certificate plus MBA courses, Accounting
Saint John Fisher College 2009 — 2011
B.S., cum laude, Corporate Finance, 3.60 GPA
Midlakes High School 2004 — 2008
Advanced Regents Diploma, Advanced Placement, 94.9% Weighted GPA
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company 2015 - Present
Auction Direct USA Used Vehicle Superstore 2014 - 2014
Bill Cram Chevrolet 2013 - 2014
Private Stable April 2002 - May 2013
James E. Cheney CPA February 2013 - April 2013
St. John Fisher College January 2012 - December 2012
Alliance Advisory Group, Inc. May 2012 - September 2012
Cobblestone Creek Country Club May 2010 - August 2011
St. John Fisher College Investment Club January 2011 - May 2011
Skills
Retirement Planning, 401k Rollovers, Licensed Life Insurance..., Leadership, Sales, Time Management, Process Improvement, Risk Management, Wealth Preservation..., Life Insurance, Team Building, Succession Planning
Education
St. John Fisher College 2011 — 2013
Accounting Certificate plus MBA courses, Accounting
Saint John Fisher College 2009 — 2011
B.S., cum laude, Corporate Finance, 3.60 GPA
Midlakes High School 2004 — 2008
Advanced Regents Diploma, Advanced Placement, 94.9% Weighted GPA
Julia Bremer Julia Bremer's Alliance Advisory Group, Inc. Experience November 2008 - November 2011
Job Executive Administrative Assistant at Gobel Group
Industry Philanthropy
Experience
Gobel Group December 2012 - Present
Imports Inc October 2011 - October 2012
Alliance Advisory Group, Inc. November 2008 - November 2011
Skills
Office Administration, Marketing, Business Planning, Business Development, Microsoft Office, Office Management, Marketing Strategy, Customer Service, Wine Labels, Lotus Notes, QuickBooks, SmartOffice, Social Marketing, Social Skills, Heavy Calendaring, Photoshop, Event Planning
Education
Le Cordon Bleu College of Culinary Arts-Chicago 2011 — 2011
Certification, Cooking and Related Culinary Arts, General
State University of New York College at Buffalo 2005 — 2009
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Gobel Group December 2012 - Present
Imports Inc October 2011 - October 2012
Alliance Advisory Group, Inc. November 2008 - November 2011
Skills
Office Administration, Marketing, Business Planning, Business Development, Microsoft Office, Office Management, Marketing Strategy, Customer Service, Wine Labels, Lotus Notes, QuickBooks, SmartOffice, Social Marketing, Social Skills, Heavy Calendaring, Photoshop, Event Planning
Education
Le Cordon Bleu College of Culinary Arts-Chicago 2011 — 2011
Certification, Cooking and Related Culinary Arts, General
State University of New York College at Buffalo 2005 — 2009
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Robert Pepperday Robert Pepperday's Alliance Advisory Group, Inc. Experience August 2013 - September 2014
Job Channel Account Specialist II at Ingram Micro
Industry Financial Services
Experience
Ingram Micro October 2014 - Present
Alliance Advisory Group, Inc. August 2013 - September 2014
Massachusetts Mutual December 2010 - August 2013
Summit Financial Services March 2009 - October 2010
New England Financial January 2008 - March 2009
National Securities Corporation September 2007 - January 2008
New England Financial July 2005 - August 2007
Skills
Retirement Planning, Investments, Series 7, Retirement, Fixed Annuities, Mutual Funds, Uniform Combined State..., Disability Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Life Insurance, Portfolio Management, Series 63, Insurance, Term Life Insurance, Series 6, Securities, IRAs, Health Insurance, Roth IRA, Life & Health Insurance..., ETFs, Variable Annuities, 401k Rollovers, Whole Life, Small Business, Wealth, Long Term Care Insurance, Financial Analysis, Pensions, Employee Benefits, Investment Advisory, Asset Allocation, Financial Planners, Financial Services, Finance, Personal Financial..., Investment Strategies, Sales, Wealth Accumulation, Wealth Management..., Banking, Wealth Management, Asset Management, Financial Advisory
Education
State University of New York College at Buffalo 2003 — 2007
Business Administration, Finance
St Josephs Collegiate High School 1999 — 2003
Ingram Micro October 2014 - Present
Alliance Advisory Group, Inc. August 2013 - September 2014
Massachusetts Mutual December 2010 - August 2013
Summit Financial Services March 2009 - October 2010
New England Financial January 2008 - March 2009
National Securities Corporation September 2007 - January 2008
New England Financial July 2005 - August 2007
Skills
Retirement Planning, Investments, Series 7, Retirement, Fixed Annuities, Mutual Funds, Uniform Combined State..., Disability Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Life Insurance, Portfolio Management, Series 63, Insurance, Term Life Insurance, Series 6, Securities, IRAs, Health Insurance, Roth IRA, Life & Health Insurance..., ETFs, Variable Annuities, 401k Rollovers, Whole Life, Small Business, Wealth, Long Term Care Insurance, Financial Analysis, Pensions, Employee Benefits, Investment Advisory, Asset Allocation, Financial Planners, Financial Services, Finance, Personal Financial..., Investment Strategies, Sales, Wealth Accumulation, Wealth Management..., Banking, Wealth Management, Asset Management, Financial Advisory
Education
State University of New York College at Buffalo 2003 — 2007
Business Administration, Finance
St Josephs Collegiate High School 1999 — 2003
Alissa Labud Alissa Labud's Alliance Advisory Group, Inc. Experience June 2013 - Present
Job Enthusiastic Creative Professional
Industry Financial Services
Experience
Alliance Advisory Group, Inc. June 2013 - Present
Mary Kay Cosmetics March 2009 - Present
Alliance Advisory Group, Inc. August 2011 - June 2013
HSBC July 2007 - August 2011
Cheektowaga Central School District May 2005 - May 2006
Skills
Recruiting, Customer Service, Social Networking, New Business Development, Event Planning, Marketing, Sales, Public Speaking, Leadership, Event Management, Training
Education
Canisius College 2001 — 2005
Bachelor's degree, Early Childhood/ Childhood Education
Nardin Academy 1997 — 2001
Alliance Advisory Group, Inc. June 2013 - Present
Mary Kay Cosmetics March 2009 - Present
Alliance Advisory Group, Inc. August 2011 - June 2013
HSBC July 2007 - August 2011
Cheektowaga Central School District May 2005 - May 2006
Skills
Recruiting, Customer Service, Social Networking, New Business Development, Event Planning, Marketing, Sales, Public Speaking, Leadership, Event Management, Training
Education
Canisius College 2001 — 2005
Bachelor's degree, Early Childhood/ Childhood Education
Nardin Academy 1997 — 2001
Bruce Gleason's Alliance Advisory Group, Inc. Experience December 2010 - November 2012
Job Financial Consultant at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant June 2014 - Present
Young Tax Service October 2012 - Present
Royal Alliance Associates INC June 2013 - May 2014
Primerica October 2012 - June 2013
Alliance Advisory Group, Inc. December 2010 - November 2012
American General Finance August 2000 - December 2010
Skills
Disability Insurance, Long-term Care, Investments, Long Term Care Insurance, Fixed Annuities, Financial Advisory, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Health Insurance, Financial Planners, Estate Planning, Financial Services, Finance, Tax Preparation, Series 63, Series 7, Strategic Financial..., Insurance, Pensions, Employee Benefits, Small Business, Investment Strategies
Education
State University of New York College at Geneseo 1996 — 1998
BA, English
Jamestown Community College 1994 — 1996
AA, Fine Art
Chautauqua Central School 1981 — 1994
Cadaret Grant June 2014 - Present
Young Tax Service October 2012 - Present
Royal Alliance Associates INC June 2013 - May 2014
Primerica October 2012 - June 2013
Alliance Advisory Group, Inc. December 2010 - November 2012
American General Finance August 2000 - December 2010
Skills
Disability Insurance, Long-term Care, Investments, Long Term Care Insurance, Fixed Annuities, Financial Advisory, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Health Insurance, Financial Planners, Estate Planning, Financial Services, Finance, Tax Preparation, Series 63, Series 7, Strategic Financial..., Insurance, Pensions, Employee Benefits, Small Business, Investment Strategies
Education
State University of New York College at Geneseo 1996 — 1998
BA, English
Jamestown Community College 1994 — 1996
AA, Fine Art
Chautauqua Central School 1981 — 1994
Maureen Grabar's Alliance Advisory Group, Inc. Experience November 2011 - June 2012
Job Executive Assistant at Milestone Consulting, LLC
Industry Financial Services
Experience
Milestone Consulting, LLC 2012 - Present
Alliance Advisory Group, Inc. November 2011 - June 2012
MJB Financial Services, Inc. September 2006 - October 2011
Verizon Wireless 2003 - 2006
Skills
Disability Insurance, Life Insurance, Insurance, Employee Benefits, Customer Service, Sales, Long Term Care Insurance, Term Life Insurance, Marketing
Education
State University of New York at Buffalo 1995 — 2000
BA, English
Milestone Consulting, LLC 2012 - Present
Alliance Advisory Group, Inc. November 2011 - June 2012
MJB Financial Services, Inc. September 2006 - October 2011
Verizon Wireless 2003 - 2006
Skills
Disability Insurance, Life Insurance, Insurance, Employee Benefits, Customer Service, Sales, Long Term Care Insurance, Term Life Insurance, Marketing
Education
State University of New York at Buffalo 1995 — 2000
BA, English
kerry wolf's Alliance Advisory Group, Inc. Experience December 2010 - Present
Job New Business Administration at Alliance Advisory Group, Inc.
Industry Financial Services
Experience
Alliance Advisory Group, Inc. December 2010 - Present
Education
Canisius College
Bachelor's degree, Psychology
Alliance Advisory Group, Inc. December 2010 - Present
Education
Canisius College
Bachelor's degree, Psychology