AllSquare Wealth Management, LLC
Address: 200 Great Oaks Blvd #219, Albany, NY 12203 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–4PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (518) 456-8900Place name: : : Category: : : : Website: : Website: http://www.allsquarewealth.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. 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 AllSquare Wealth Management, LLC Posting publicly on the Web Write a review Reviews Be the first to review
AllSquare Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AllSquare Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AllSquare Wealth Management, LLC Employees
Simmons Capital Group June 2012 - Present
AKA Interiors, LLC January 2006 - Present
AllSquare Wealth Management, LLC February 2011 - February 2012
William Tell Financial Services March 2009 - February 2011
Mabou 1996 - 2006
Talbots 1991 - 1996
Skills
Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Risk Management, Investments, Microsoft Word, Project Management, PowerPoint, Business Strategy, Change Management, Portfolio Management, New Business Development, Accounting, Insurance, Interior Design
Education
State University of New York Empire State College 2012 — 2013
Bachelor's degree, Management & Finance
Adirondack Community College 1989 — 1990
Accounting and Finance
Hartwick College 1987 — 1989
Political Science and Government
Saratoga Springs High School
Saratoga Springs High School
Saratoga Springs High School
Arbor Commercial Mortgage July 2014 - Present
Union College Interfraternity Council January 2013 - January 2014
Theta Delta Chi Alpha Charge June 2012 - January 2014
AllSquare Wealth Management, LLC February 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Sales, Communication, Consulting, Public Speaking, Finance, Program Management, Recruiting, Process Improvement, Analysis, Data Analysis, Investments, Leadership
Education
Union College 2011 — 2014
Bachelor of Arts (BA), Economics, 3.2
Hudson Valley Community College 2010 — 2011
Individual Studies, 3.8
AllSquare Wealth Management, LLC March 2009 - February 2011
William Tell Financial Services March 2009 - February 2011
AKA Interiors,LLC January 2006 - March 2009
Mabou, LLC June 1986 - November 2006
Skills
Direct Sales, Operations Management, Client Services
Education
Adirondack Community College
finance & economics
Hartwick College
political science & accounting
AllSquare Wealth Management, LLC August 2010 - Present
Bauer and Company, Inc January 1992 - December 2010
Bauer and Company, Inc. November 1993 - September 2010
Education
University at Albany, SUNY 1971 — 1975
B.S., Business Administration
Boston College September 2014 - April 2015
Union College September 2013 - June 2014
Union College January 2012 - June 2014
County of Albany Department of Audit and Control January 2013 - March 2013
Union College VITA Site January 2013 - March 2013
AllSquare Wealth Management, LLC June 2012 - July 2012
HSBC July 2011 - August 2011
Skills
Matlab, Microsoft Access, Stata, Eviews, Chinese, Japanese, Mandarin, Research
Education
Boston College 2014 — 2015
Master's Degree, Accounting
Union College 2010 — 2014
Bachelor of Arts (BA), Economics, Overall GPA:3.789/4.0; Dean’s List: 2010-2014; Summa Cum Laude
Bazaarvoice June 2015 - Present
Biophysical Corporation July 2014 - June 2015
Texas Commission on Environmental Quality July 2013 - July 2014
Rockpiper Group June 2012 - August 2012
AllSquare Wealth Management, LLC March 2012 - June 2012
Boden 2005 - 2009
Skills
Research, PowerPoint, Microsoft Excel, Analysis, Management, Economics, Environmental Studies, Microsoft Powerpoint, Microsoft Word, Financial Analysis, Econometrics, QuickBooks, eClinical Works, NetSuite, Salesforce.com
Education
Union College 2011 — 2013
Bachelor of Arts (B.A.), Economics
Hobart and William Smith Colleges 2009 — 2011
Bachelor of Science (B.S.), Economics
Austin Community College
Analytic Partners December 2014 - Present
Analytic Partners July 2013 - December 2014
Analytic Partners February 2013 - July 2013
AllSquare Wealth Management, LLC January 2012 - March 2012
Union College September 2011 - March 2012
Chevron July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Eviews, Gretl, Data Envelopment..., Python, Public Speaking, Research, SQL, SPSS, Data Analysis
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), Managerial Economics, Mathematics
S&P Capital IQ May 2015 - Present
BGC Boston August 2013 - May 2015
The ADKGroup June 2012 - December 2012
AllSquare Wealth Management, LLC March 2012 - June 2012
Downtown Schenectady Improvement Corporation January 2012 - March 2012
Skills
Microsoft Office, Google Adwords, Adobe, Social Media, Facebook, Web Design, Social Networking, Project Management, Photoshop, Social Media Marketing, Data Analysis, Research, Event Planning, PowerPoint, Marketing, Advertising
Education
Union College 2009 — 2013
Bachelor of Arts (BA), Economics
AllSquare Wealth Management, LLC Chief EconomistEmpire Asset2005 - 2012
Goldman Sachs Asset Management June 2002 - April 2005
The Ayco Company, L.P., A Goldman Sachs Company 1983 - 2005
The Ayco Company November 1983 - June 2002
Education
University at Albany, SUNY 1991 — 1993
ms, Taxation
Callanan Industries, Inc. June 2012 - Present
SUNY Oswego Box Office August 2009 - May 2012
Pier 1 Imports August 2006 - May 2012
AllSquare Wealth Management, LLC May 2011 - August 2011
Town of Colonie Comptroller's Office July 2010 - August 2010
State Farm Insurance June 2008 - August 2008
Skills
Business Communications, PowerPoint, Microsoft Office, Close Attention to..., Microsoft Word, Microsoft Excel, Time Management, Financial Analysis, Budgeting & Forecasting
Education
Union Graduate College 2012 — 2015
Master of Business Administration (MBA)
State University of New York College at Oswego 2009 — 2012
Bachelor of Science, Finance, Applied Statistics