American Capital Partners
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American Capital Partners Employees
Employee
Years
Job
Industry
Timothy Longo Timothy Longo's American Capital Partners Experience August 2015 - Present
Job Private Client Group at American Capital Partners
Industry Financial Services
Experience
American Capital Partners August 2015 - Present
Sr. Vice President-Financial Advisor 2006 - August 2015
Skills
Retirement Planning, Strategic Financial..., Personal Financial..., Registered Investment..., Investment Advisory..., Wealth Management, Investment Advisory, Fixed Annuities, Financial Advisory, Estate Planning, Retirement, 401k Rollovers, Financial Goals, Investments, IRAs, Asset Allocation, Finance, Wealth, Series 7, 401k, Financial Planners, Variable Annuities, Series 63, Financial Planning
Education
University of Rhode Island 1990 — 1992
Bachelor of Science (BS), Political Science and Government
Liverpool John Moores University 1990 — 1991
Political Science-Study Abroad
American Capital Partners August 2015 - Present
Sr. Vice President-Financial Advisor 2006 - August 2015
Skills
Retirement Planning, Strategic Financial..., Personal Financial..., Registered Investment..., Investment Advisory..., Wealth Management, Investment Advisory, Fixed Annuities, Financial Advisory, Estate Planning, Retirement, 401k Rollovers, Financial Goals, Investments, IRAs, Asset Allocation, Finance, Wealth, Series 7, 401k, Financial Planners, Variable Annuities, Series 63, Financial Planning
Education
University of Rhode Island 1990 — 1992
Bachelor of Science (BS), Political Science and Government
Liverpool John Moores University 1990 — 1991
Political Science-Study Abroad
Robert M. Marsteller, III Robert M. Marsteller, III's American Capital Partners Experience 2007 - 2008
Job Long Island Solar Specialist at Amergy Solar
Industry Oil & Energy
Experience
Amergy Solar September 2015 - Present
NRG Home Solar March 2015 - Present
AMAC - Association of Mature American Citizens September 2014 - December 2014
MTC Industries 2012 - 2014
3RM Consulting 2011 - October 2013
Liberty Mutual 2010 - 2011
Comprehensive Consulting Group 2008 - 2010
American Capital Partners 2007 - 2008
R.P. Driscoll & Associates September 2006 - January 2007
Soundview Financial January 2004 - May 2004
Skills
Solar Energy, Solar System Design, Solar Power, Retirement Planning, Renewable Energy Systems, Small Business, Strategy, Retirement, Employee Benefits, Leadership, Term Life Insurance, CRM, Marketing, Sales, Disability Insurance, Finance, Strategic Financial..., Whole Life, Sales Management, Life Insurance, Relationship Management, Business Development, Customer Service, Social Media Marketing, Financial Planners, New Business Development, Cold Calling, Investments, Business, Selling, Management, Training, Nutraceuticals, Insurance, Negotiation, Strategic Planning, Sales Presentations, Marketing Strategy, Management Consulting, Direct Sales, Team Building, Account Management, Executive Management, Consulting, Financial Services, Financial Planning, Electric Power, Photovoltaics, Renewable Energy, Social Networking
Education
State University of New York at Stony Brook 2004 — 2007
Business Management
SUNY Geneseo 2001 — 2002
Mount Sinai High School 1997 — 2001
Amergy Solar September 2015 - Present
NRG Home Solar March 2015 - Present
AMAC - Association of Mature American Citizens September 2014 - December 2014
MTC Industries 2012 - 2014
3RM Consulting 2011 - October 2013
Liberty Mutual 2010 - 2011
Comprehensive Consulting Group 2008 - 2010
American Capital Partners 2007 - 2008
R.P. Driscoll & Associates September 2006 - January 2007
Soundview Financial January 2004 - May 2004
Skills
Solar Energy, Solar System Design, Solar Power, Retirement Planning, Renewable Energy Systems, Small Business, Strategy, Retirement, Employee Benefits, Leadership, Term Life Insurance, CRM, Marketing, Sales, Disability Insurance, Finance, Strategic Financial..., Whole Life, Sales Management, Life Insurance, Relationship Management, Business Development, Customer Service, Social Media Marketing, Financial Planners, New Business Development, Cold Calling, Investments, Business, Selling, Management, Training, Nutraceuticals, Insurance, Negotiation, Strategic Planning, Sales Presentations, Marketing Strategy, Management Consulting, Direct Sales, Team Building, Account Management, Executive Management, Consulting, Financial Services, Financial Planning, Electric Power, Photovoltaics, Renewable Energy, Social Networking
Education
State University of New York at Stony Brook 2004 — 2007
Business Management
SUNY Geneseo 2001 — 2002
Mount Sinai High School 1997 — 2001
Nick Torkos Nick Torkos's American Capital Partners Experience January 2001 - September 2004
Job Director / Owner at Nobleton Lakes Golf Course
Industry Entertainment
Experience
Innisfil Creek October 2004 - Present
Nobleton Lakes Golf Course January 1995 - Present
American Capital Partners January 2001 - September 2004
Whoyouknow.com January 1999 - 2000
RBC Royal Bank May 1998 - September 1998
Skills
Golf, Event Management, Golf Courses, Strategic Planning, Marketing Strategy
Education
University of South Carolina - Darla Moore School of Business 1997 — 1998
York University 1992 — 1996
Business Degree
Innisfil Creek October 2004 - Present
Nobleton Lakes Golf Course January 1995 - Present
American Capital Partners January 2001 - September 2004
Whoyouknow.com January 1999 - 2000
RBC Royal Bank May 1998 - September 1998
Skills
Golf, Event Management, Golf Courses, Strategic Planning, Marketing Strategy
Education
University of South Carolina - Darla Moore School of Business 1997 — 1998
York University 1992 — 1996
Business Degree
Dan Dvorznak Dan Dvorznak's American Capital Partners Experience December 2002 - December 2006
Job at
Industry Financial Services
Experience
Aegis Capital November 2014 - Present
A&F Financial Securities December 2006 - Present
American Capital Partners December 2002 - December 2006
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing, Social Media, Sales Management, E-commerce
Education
University of Delaware
Economics
Aegis Capital November 2014 - Present
A&F Financial Securities December 2006 - Present
American Capital Partners December 2002 - December 2006
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing, Social Media, Sales Management, E-commerce
Education
University of Delaware
Economics
Evan Griffiths Evan Griffiths's American Capital Partners Experience January 2008 - January 2009
Job Insurance Claims Specialist | Sales | Leadership | Relationship Management
Industry Insurance
Experience
Empire Roofing Claim Services August 2015 - Present
JPMorgan Chase Bank N.A. April 2014 - August 2015
American Honda Motor Company, Inc. January 2014 - April 2014
Maximum Motorsports January 2006 - January 2011
Primerica Financial Services January 2009 - January 2010
American Capital Partners January 2008 - January 2009
Skills
Customer Service, Time Management, Management, Financial Analysis, Sales, Investments, Social Media, PowerPoint, Finance, Teamwork, Real Estate, Mortgage Lending, Small Business Lending, Investment Properties, Personal Finance, Event Planning, Microsoft Office, Microsoft Word, Social Networking, Marketing, Credit, Banking, Team Building, Portfolio Management
Education
State University of New York College at Oneonta 2010 — 2013
Bachelor of Science (B.S.), Business Economics
State University of New York at Delhi 2004 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management
Empire Roofing Claim Services August 2015 - Present
JPMorgan Chase Bank N.A. April 2014 - August 2015
American Honda Motor Company, Inc. January 2014 - April 2014
Maximum Motorsports January 2006 - January 2011
Primerica Financial Services January 2009 - January 2010
American Capital Partners January 2008 - January 2009
Skills
Customer Service, Time Management, Management, Financial Analysis, Sales, Investments, Social Media, PowerPoint, Finance, Teamwork, Real Estate, Mortgage Lending, Small Business Lending, Investment Properties, Personal Finance, Event Planning, Microsoft Office, Microsoft Word, Social Networking, Marketing, Credit, Banking, Team Building, Portfolio Management
Education
State University of New York College at Oneonta 2010 — 2013
Bachelor of Science (B.S.), Business Economics
State University of New York at Delhi 2004 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management
Jaime Rodriguez Jaime Rodriguez's American Capital Partners Experience April 2003 - May 2006
Job National Sales Manager
Industry Financial Services
Experience
Reliance Star Payment Services May 2015 - Present
Army National Guard May 2014 - Present
SMC-VZ May 2014 - May 2015
Lightpath April 2012 - September 2013
ADP October 2010 - March 2012
AT&T February 2010 - October 2010
AXA Advisors March 2008 - February 2010
Merrill Lynch June 2006 - March 2007
American Capital Partners April 2003 - May 2006
United States Army Reserve January 1997 - January 2005
Skills
SaaS, SEO, Social Networking, Social Media, Lead Generation, Pipeline Building, Email Marketing, Enterprise Software, New Business Development, Account Management, Client Relationship..., Lead Management, Qualitative Research, Business Analysis, Financial Analysis, Sales Metrics, Market Opportunity..., EMC, Salesforce.com, Direct Sales, Team Leadership, Telecommunications, Product Management, Customer Satisfaction, Leadership, Management, CRM, Sales, Business Development, Market Analysis, Sales Operations, Strategic Partnerships, Contract Negotiation, Strategy, Sales Management, Marketing, Pipelines, B2B
Education
Pace University Graduate Center 2000 — 2002
Management Information Systems, A
Pace University-Pleasantville/Briarcliff Campus 1996 — 2000
B.S., International Marketing
James Madison High School 1993 — 1996
High School Diploma, A
Reliance Star Payment Services May 2015 - Present
Army National Guard May 2014 - Present
SMC-VZ May 2014 - May 2015
Lightpath April 2012 - September 2013
ADP October 2010 - March 2012
AT&T February 2010 - October 2010
AXA Advisors March 2008 - February 2010
Merrill Lynch June 2006 - March 2007
American Capital Partners April 2003 - May 2006
United States Army Reserve January 1997 - January 2005
Skills
SaaS, SEO, Social Networking, Social Media, Lead Generation, Pipeline Building, Email Marketing, Enterprise Software, New Business Development, Account Management, Client Relationship..., Lead Management, Qualitative Research, Business Analysis, Financial Analysis, Sales Metrics, Market Opportunity..., EMC, Salesforce.com, Direct Sales, Team Leadership, Telecommunications, Product Management, Customer Satisfaction, Leadership, Management, CRM, Sales, Business Development, Market Analysis, Sales Operations, Strategic Partnerships, Contract Negotiation, Strategy, Sales Management, Marketing, Pipelines, B2B
Education
Pace University Graduate Center 2000 — 2002
Management Information Systems, A
Pace University-Pleasantville/Briarcliff Campus 1996 — 2000
B.S., International Marketing
James Madison High School 1993 — 1996
High School Diploma, A
Jay Heller Jay Heller's American Capital Partners Experience May 2005 - February 2008
Job Head of IPO Execution Team & Capital Markets
Industry Financial Services
Experience
NASDAQ OMX Group February 2008 - Present
American Capital Partners May 2005 - February 2008
Pershing July 2002 - May 2005
NDB Capital Markets / Deutsche Bank 1999 - June 2002
Allmerica Investments, Inc. 1994 - 2000
Skills
Investments, Financial Markets, Trading, Investment Banking, Securities, Investment Strategies, Asset Allocation, Banking, Finance, Capital Markets, Equities, Management, Private Equity, Hedge Funds, Business Intelligence, Venture Capital, Alternative Investments, Series 7, Mergers, Investor Relations, Public Speaking, Mergers & Acquisitions, Equity Trading, Derivatives, IPO
Education
Kean University 1990 — 1994
B.S., Management Science & Economics
Monroe Township High School 1986 — 1990
NASDAQ OMX Group February 2008 - Present
American Capital Partners May 2005 - February 2008
Pershing July 2002 - May 2005
NDB Capital Markets / Deutsche Bank 1999 - June 2002
Allmerica Investments, Inc. 1994 - 2000
Skills
Investments, Financial Markets, Trading, Investment Banking, Securities, Investment Strategies, Asset Allocation, Banking, Finance, Capital Markets, Equities, Management, Private Equity, Hedge Funds, Business Intelligence, Venture Capital, Alternative Investments, Series 7, Mergers, Investor Relations, Public Speaking, Mergers & Acquisitions, Equity Trading, Derivatives, IPO
Education
Kean University 1990 — 1994
B.S., Management Science & Economics
Monroe Township High School 1986 — 1990
Ethan Boivie Ethan Boivie's American Capital Partners Experience January 2008 - April 2008
Job Analyst
Industry Defense & Space
Experience
- January 2011 - Present
Columbia University 2008 - May 2009
American Capital Partners January 2008 - April 2008
Strategic Ventures & Research 2008 - 2008
Open Mind Projects 2005 - 2006
The Aerospace Corporation 2001 - 2006
Education
Binghamton University 1994 — 2000
BS, MS, Mechanical Engineering
- January 2011 - Present
Columbia University 2008 - May 2009
American Capital Partners January 2008 - April 2008
Strategic Ventures & Research 2008 - 2008
Open Mind Projects 2005 - 2006
The Aerospace Corporation 2001 - 2006
Education
Binghamton University 1994 — 2000
BS, MS, Mechanical Engineering
John Rinaldo's American Capital Partners Experience 2004 - 2007
Job Media Sales Professional
Industry Marketing and Advertising
Experience
Dish Network April 2013 - Present
Dish Network November 2011 - April 2013
Dish Network March 2010 - November 2011
GEICO 2008 - 2009
American Capital Partners 2004 - 2007
Skills
Advertising Sales, Multicultural Marketing, Sales Presentations, US Hispanic Market, Microsoft Office, Research, Marketing Strategy, Strategy, Bilingualism, Public Speaking, Sales Management, Presenting Proposals, Business Process..., Hispanic Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Process Improvement, Outlook
Education
State University of New York Empire State College 2014 — 2015
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Nassau Community College 2007 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Dish Network April 2013 - Present
Dish Network November 2011 - April 2013
Dish Network March 2010 - November 2011
GEICO 2008 - 2009
American Capital Partners 2004 - 2007
Skills
Advertising Sales, Multicultural Marketing, Sales Presentations, US Hispanic Market, Microsoft Office, Research, Marketing Strategy, Strategy, Bilingualism, Public Speaking, Sales Management, Presenting Proposals, Business Process..., Hispanic Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Process Improvement, Outlook
Education
State University of New York Empire State College 2014 — 2015
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Nassau Community College 2007 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Richard Najdowski Richard Najdowski's American Capital Partners Experience January 2005 - September 2007
Job Bartender at Flaco's Tacos
Industry Hospitality
Experience
Infield's November 2012 - Present
freelance writer November 2009 - Present
Flaco's Tacos March 2014 - December 2014
42N Latitude August 2013 - May 2014
Numerous August 2011 - September 2012
Summit Achievement January 2008 - June 2011
Orion’s Mind November 2007 - January 2008
American Capital Partners January 2005 - September 2007
Huntington Learning Centers July 2004 - August 2007
Commerce One Financial August 2003 - June 2004
Skills
Cpr Certified, First Aid, Crisis Intervention..., Creative Writing, Visionary Thinking, Yoga, Fitness, Training, Leadership, Cooking, Time Management, Conflict Resolution, flying disc master, Hospitality, Event Management, Social Networking, Fundraising
Education
University of Illinois 1997 — 1999
BA, Psychology
Oakton Community College 1993 — 1996
ABC Bartending School 2012 — 2012
Bartending, mixology, A+
Infield's November 2012 - Present
freelance writer November 2009 - Present
Flaco's Tacos March 2014 - December 2014
42N Latitude August 2013 - May 2014
Numerous August 2011 - September 2012
Summit Achievement January 2008 - June 2011
Orion’s Mind November 2007 - January 2008
American Capital Partners January 2005 - September 2007
Huntington Learning Centers July 2004 - August 2007
Commerce One Financial August 2003 - June 2004
Skills
Cpr Certified, First Aid, Crisis Intervention..., Creative Writing, Visionary Thinking, Yoga, Fitness, Training, Leadership, Cooking, Time Management, Conflict Resolution, flying disc master, Hospitality, Event Management, Social Networking, Fundraising
Education
University of Illinois 1997 — 1999
BA, Psychology
Oakton Community College 1993 — 1996
ABC Bartending School 2012 — 2012
Bartending, mixology, A+
Katelyn Soskil Katelyn Soskil's American Capital Partners Experience 2009 - 2009
Job Regional Administrator, East Coast at Vivint Solar
Industry Civic & Social Organization
Experience
Vivint Solar August 2013 - Present
SilverSky (formerly Perimeter E-Security/USA.net) June 2012 - August 2013
XO Thursdays 2012 - 2012
The Scoreboard 2010 - 2011
Camp Alvernia 2009 - 2011
The Ratchskeller 2010 - 2010
American Capital Partners 2009 - 2009
The Head of the Bay Club 2006 - 2008
Skills
Social Media, Office Management, Office Administration, Excel, Word, Human Resources, Research, Pages, PowerPoint, Logistic Coordination, Event Planning, Community Outreach, Communication, Facebook, SPSS (Basic), Photography, Keynote, Twitter, InDesign, Microsoft Excel, Microsoft Word, Event Management, Customer Satisfaction, Time Management, Microsoft Office, Logistics, Outlook, Social Networking, Pizza, Jump Rope, Skydiving
Education
State University of New York at Binghamton 2008 — 2012
Bachelor of Arts (B.A.), Political Science, 3.536
Lancaster University 2011 — 2011
Study Abroad, Political Science
Vivint Solar August 2013 - Present
SilverSky (formerly Perimeter E-Security/USA.net) June 2012 - August 2013
XO Thursdays 2012 - 2012
The Scoreboard 2010 - 2011
Camp Alvernia 2009 - 2011
The Ratchskeller 2010 - 2010
American Capital Partners 2009 - 2009
The Head of the Bay Club 2006 - 2008
Skills
Social Media, Office Management, Office Administration, Excel, Word, Human Resources, Research, Pages, PowerPoint, Logistic Coordination, Event Planning, Community Outreach, Communication, Facebook, SPSS (Basic), Photography, Keynote, Twitter, InDesign, Microsoft Excel, Microsoft Word, Event Management, Customer Satisfaction, Time Management, Microsoft Office, Logistics, Outlook, Social Networking, Pizza, Jump Rope, Skydiving
Education
State University of New York at Binghamton 2008 — 2012
Bachelor of Arts (B.A.), Political Science, 3.536
Lancaster University 2011 — 2011
Study Abroad, Political Science
Anthony Polini Anthony Polini's American Capital Partners Experience January 2015 - Present
Job Principal/Director of Research at American Capital Partners
Industry Financial Services
Experience
American Capital Partners January 2015 - Present
Raymond James & Associates, Inc October 2007 - January 2015
Advest, Inc. May 2005 - September 2007
FTN Midwest Securities January 2002 - April 2005
Advest, Inc. January 1995 - December 2002
Mabon January 1993 - December 1995
A.G. Edwards January 1987 - December 1992
Skills
Series 7, Management, Investments, Securities, Equities, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Equity Valuation, Equity Research, Mergers & Acquisitions, Portfolio Management, Series 63, Series 24, Banking, Financial Services, Hedge Funds, Private Equity, Financial Modeling, Equity Trading, Asset Management, Investment Banking, Risk Management, Strategic Financial..., Wealth Management, Asset Allocation, Options, Financial Advisory, Mutual Funds, Due Diligence, Investment Management, Corporate Finance, Finance, Series 65, Investment Advisory, FINRA, Investor Relations, Fixed Income, Derivatives, Trading, Financial Markets, ETFs, Investment Strategies, Bonds, Emerging Markets, Equity Capital Markets, Institutional..., Uniform Combined State...
Education
St John's University
MBA, Finance
University of Pennsylvania
BA, Psychology & Philosophy
American Capital Partners January 2015 - Present
Raymond James & Associates, Inc October 2007 - January 2015
Advest, Inc. May 2005 - September 2007
FTN Midwest Securities January 2002 - April 2005
Advest, Inc. January 1995 - December 2002
Mabon January 1993 - December 1995
A.G. Edwards January 1987 - December 1992
Skills
Series 7, Management, Investments, Securities, Equities, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Equity Valuation, Equity Research, Mergers & Acquisitions, Portfolio Management, Series 63, Series 24, Banking, Financial Services, Hedge Funds, Private Equity, Financial Modeling, Equity Trading, Asset Management, Investment Banking, Risk Management, Strategic Financial..., Wealth Management, Asset Allocation, Options, Financial Advisory, Mutual Funds, Due Diligence, Investment Management, Corporate Finance, Finance, Series 65, Investment Advisory, FINRA, Investor Relations, Fixed Income, Derivatives, Trading, Financial Markets, ETFs, Investment Strategies, Bonds, Emerging Markets, Equity Capital Markets, Institutional..., Uniform Combined State...
Education
St John's University
MBA, Finance
University of Pennsylvania
BA, Psychology & Philosophy
Alan Lederfeind's American Capital Partners Experience December 1974 - January 1976
Job
Industry Executive Office
Experience
Plan Administrator for Bankruptcy June 2014 - Present
Business and Private April 2005 - Present
Creative Body LLC September 2010 - Present
TIJA Management, Inc. (Formerly The Wall Street Discount Corporation) March 1978 - April 2004
Drysdale Securities February 1976 - December 1977
American Capital Partners December 1974 - January 1976
Butcher & Singer January 1971 - December 1974
Goodbody & Co January 1967 - January 1971
Skills
Options, Econometrics, Management, Marketing, Economics, Mergers, Business Strategy, Quantitative Research, Analysis, Financial Services, Healthcare, Research, Program Management
Education
New York University 1964 — 1967
BA
Lincoln High School 1956 — 1960
Regents Diploma
Plan Administrator for Bankruptcy June 2014 - Present
Business and Private April 2005 - Present
Creative Body LLC September 2010 - Present
TIJA Management, Inc. (Formerly The Wall Street Discount Corporation) March 1978 - April 2004
Drysdale Securities February 1976 - December 1977
American Capital Partners December 1974 - January 1976
Butcher & Singer January 1971 - December 1974
Goodbody & Co January 1967 - January 1971
Skills
Options, Econometrics, Management, Marketing, Economics, Mergers, Business Strategy, Quantitative Research, Analysis, Financial Services, Healthcare, Research, Program Management
Education
New York University 1964 — 1967
BA
Lincoln High School 1956 — 1960
Regents Diploma
Joseph Tedeschi's American Capital Partners Experience 2003 - 2006
Job Chartered Retirement Planning Counselor TM at Halliday Financial
Industry Financial Services
Experience
Excel Property Group, LLC November 2010 - April 2013
MN Strategies January 2010 - December 2012
JPM Chase October 2008 - January 2010
American Capital partners 2003 - 2006
Skills
Series 7, Investment Strategies, Trading Strategies, Portfolio Management, Asset Allocation, Investments, Sales, Equities, Series 63, Securities, Alternative Investments, Hedge Funds, Mutual Funds, Asset Management
Education
College for Financial Planning 2013 — 2014
CRPC - Chartered Retirement Planning Couselor
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance
Kellenberg Memorial High School 1993 — 1997
HS Diploma
Excel Property Group, LLC November 2010 - April 2013
MN Strategies January 2010 - December 2012
JPM Chase October 2008 - January 2010
American Capital partners 2003 - 2006
Skills
Series 7, Investment Strategies, Trading Strategies, Portfolio Management, Asset Allocation, Investments, Sales, Equities, Series 63, Securities, Alternative Investments, Hedge Funds, Mutual Funds, Asset Management
Education
College for Financial Planning 2013 — 2014
CRPC - Chartered Retirement Planning Couselor
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance
Kellenberg Memorial High School 1993 — 1997
HS Diploma
Seth Duhl's American Capital Partners Experience July 2003 - December 2003
Job Retirement Plan Consultant at Paychex
Industry Financial Services
Experience
Paychex October 2014 - Present
Bethpage Federal Credit Union February 2013 - Present
Mutual of America January 2010 - February 2013
Mutual of America February 2007 - December 2009
Ameriprise Financial Services, Inc. January 2004 - February 2007
American Capital Partners July 2003 - December 2003
Skills
Series 7, Life Insurance, IRAs, Investment Advisory, Investment Strategies, Retirement Plan..., 401k Rollovers, Fixed Income, Qualified Retirement..., Roth IRA, Equities, Defined Benefit, Asset Management, Financial Advisory, Financial Analysis, Employee Benefits, Fixed Annuities, Insurance, 401k, Investments, Retirement, Mutual Funds, Defined Contribution, ERISA, FINRA, Retirement Planning, Series 63
Education
University of Delaware 1999 — 2003
Bachelor's degree
Paychex October 2014 - Present
Bethpage Federal Credit Union February 2013 - Present
Mutual of America January 2010 - February 2013
Mutual of America February 2007 - December 2009
Ameriprise Financial Services, Inc. January 2004 - February 2007
American Capital Partners July 2003 - December 2003
Skills
Series 7, Life Insurance, IRAs, Investment Advisory, Investment Strategies, Retirement Plan..., 401k Rollovers, Fixed Income, Qualified Retirement..., Roth IRA, Equities, Defined Benefit, Asset Management, Financial Advisory, Financial Analysis, Employee Benefits, Fixed Annuities, Insurance, 401k, Investments, Retirement, Mutual Funds, Defined Contribution, ERISA, FINRA, Retirement Planning, Series 63
Education
University of Delaware 1999 — 2003
Bachelor's degree
Yiming Fang's American Capital Partners Experience April 2012 - May 2012
Job Account Executive at National Securities Corporation
Industry Investment Management
Experience
National Securities Corporation June 2012 - Present
American Capital Partners April 2012 - May 2012
Portfolio Advisors Alliance January 2012 - March 2012
Education
Clark University 2009 — 2011
Master's of Science in Finance, Investment Management
National Securities Corporation June 2012 - Present
American Capital Partners April 2012 - May 2012
Portfolio Advisors Alliance January 2012 - March 2012
Education
Clark University 2009 — 2011
Master's of Science in Finance, Investment Management
Nicole Samlick's American Capital Partners Experience February 2004 - August 2005
Job English Teacher
Industry Education Management
Experience
Readingtown November 2012 - Present
- Bethpage High School 2008 - 2012
American Capital Partners February 2004 - August 2005
concept X February 2003 - February 2004
Education
Long Island University, C.W. Post Campus 2005 — 2007
Master's degree, Adolescent English Education
SUNY Albany 1998 — 2002
Bachelor of Arts (BA), Communication
West Babylon High School 1994 — 1998
High School Diploma, Top 25 in Class
Readingtown November 2012 - Present
- Bethpage High School 2008 - 2012
American Capital Partners February 2004 - August 2005
concept X February 2003 - February 2004
Education
Long Island University, C.W. Post Campus 2005 — 2007
Master's degree, Adolescent English Education
SUNY Albany 1998 — 2002
Bachelor of Arts (BA), Communication
West Babylon High School 1994 — 1998
High School Diploma, Top 25 in Class
Burak Oguz's American Capital Partners Experience April 2004 - August 2006
Job Business Risk Analyst, Broadridge Financial Solutions
Industry Research
Experience
Broadridge May 2015 - Present
Rossman Tax Service Inc December 2014 - April 2015
national pitstop 2008 - 2014
American Capital Partners April 2004 - August 2006
Education
Stony Brook University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Farmingdale State University of New York 2010 — 2011
Economics, 3.8
Suffolk County Community College
Associate of Arts and Sciences (A.A.S.), Computer/Information Technology Administration and Management
Broadridge May 2015 - Present
Rossman Tax Service Inc December 2014 - April 2015
national pitstop 2008 - 2014
American Capital Partners April 2004 - August 2006
Education
Stony Brook University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Farmingdale State University of New York 2010 — 2011
Economics, 3.8
Suffolk County Community College
Associate of Arts and Sciences (A.A.S.), Computer/Information Technology Administration and Management