AllSquare Wealth Management, LLC

Description

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

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AllSquare Wealth Management, LLC Employees

Employee
Years
Job
Industry
Audra Higgins Audra Higgins Albany, New York Area Details
Audra Higgins's AllSquare Wealth Management, LLC Experience February 2011 - February 2012
Job Simmons Capital Group
Industry Financial Services
Experience
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

Rylee Merrill Rylee Merrill Albany, New York Area Details
Rylee Merrill's AllSquare Wealth Management, LLC Experience February 2012 - June 2012
Job Union College Student
Industry Financial Services
Experience
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

Audra Kearney Higgins Audra Kearney Higgins Saratoga Springs, New York Details
Audra Kearney Higgins's AllSquare Wealth Management, LLC Experience March 2009 - February 2011
Job Licensed Insurance Agent
Industry Financial Services
Experience
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

Douglas J. Bauer Douglas J. Bauer Albany, New York Area Details
Douglas J. Bauer's AllSquare Wealth Management, LLC Experience August 2010 - Present
Job President at AllSquare Wealth Management, LLC
Industry Financial Services
Experience
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

Julia Zhu Chen Julia Zhu Chen Greater Boston Area Details
Julia Zhu Chen's AllSquare Wealth Management, LLC Experience June 2012 - July 2012
Job Graduate Student at Boston College
Industry Accounting
Experience
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

Madison Finley Madison Finley Austin, Texas Details
Madison Finley's AllSquare Wealth Management, LLC Experience March 2012 - June 2012
Job Revenue Operations Analyst
Industry Accounting
Experience
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

Scott Reddy Scott Reddy New York, New York Details
Scott Reddy's AllSquare Wealth Management, LLC Experience January 2012 - March 2012
Job Senior Analyst at Analytic Partners
Industry Market Research
Experience
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

Cristina Vazzana Cristina Vazzana Boston, Massachusetts Details
Cristina Vazzana's AllSquare Wealth Management, LLC Experience March 2012 - June 2012
Job Account Manager at S&P Capital IQ
Industry Financial Services
Experience
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

Dan Weinberg Dan Weinberg Albany, New York Area Details
Dan Weinberg's AllSquare Wealth Management, LLC Experience Chief EconomistEmpire Asset2005 - 2012
Job Chief Economist at Empire Asset
Industry Financial Services
Experience
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

Kaitlyn Bessey Kaitlyn Bessey Albany, New York Area Details
Kaitlyn Bessey's AllSquare Wealth Management, LLC Experience May 2011 - August 2011
Job Accountant at Callanan Industries, Inc.
Industry Accounting
Experience
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