Andrew Garrett, Inc.

Description

Address: 52 Vanderbilt Ave 5th floor, New York, NY 10017 Phone: (800) 899-1883Place name: : Website: : : : Category: : Hours: : Website: http://www.andrewgarrett.com/ Category: Financial Institution 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. · Own this business?Add missing informationAdd business hours 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 Andrew Garrett Inc Posting publicly on the Web Write a review Reviews 4 Google reviews

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Andrew Garrett, Inc. Employees

Employee
Years
Job
Industry
Sung Moo Cho Sung Moo Cho Greater New York City Area Details
Sung Moo Cho's Andrew Garrett, Inc. Experience January 2006 - September 2006
Job Financial Advisor
Industry Financial Services
Experience
Mutual of America  October 2014 - Present
CUSO Financial Services, LP  April 2014 - July 2014
Wells Fargo Advisors  November 2009 - March 2014
Chase  July 2007 - November 2009
Merrill Lynch  September 2006 - July 2007
Andrew Garrett, Inc.   January 2006 - September 2006
Laidlaw & Company  January 2005 - January 2006

Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7

Education
University at Buffalo   1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters

Anthony Morgheim Anthony Morgheim Lincoln, Nebraska Details
Anthony Morgheim's Andrew Garrett, Inc. Experience 2001 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Andrew Garrett, Inc.   2001 - 2008

Skills
Microsoft Office, Trend Analysis, Macroeconomics, Industry Research, Security Compliance, Financial Statement..., Performance Management, Series 7, Series 24, Series 63, Back Office, Exchange Traded..., Cashiering, Bond Markets, US Equities, Options Strategies, Clearing, Executions, Fundamental Analysis, Strategic Analytics, Purchase & Sale..., Swaps, Derivatives Trading, Enterprise Risk..., AML, Suitability, License Management, Risk Monitoring, Managing Database

Education
University of Nebraska-Lincoln   1991 — 1998
Bachelor of Science (B.S.) Business Administration, Economics and Finance

Meir D. Perlmuter Meir D. Perlmuter Clifton, New Jersey Details
Meir D. Perlmuter's Andrew Garrett, Inc. Experience June 2014 - July 2014
Job Student
Industry Real Estate
Experience
Andrew Garrett, Inc.   June 2014 - July 2014
Project SEED  July 2013 - August 2013
Lee & Associates NYC LLC   June 2013 - July 2013

Skills
Business Strategy, Investment Properties, Financial Reporting, Project Planning, C, Business Planning, Analysis, Contract Negotiation, Leases, Due Diligence, Mergers & Acquisitions, Asset Management, Nonprofits, Fundraising, Leadership Development, Real Estate Transactions, Portfolio Management, Executive Management

Education
Talmudic College of Florida   2014 — 2015
Bachelor of Talmudic Law, 3.96

Bellevue University   2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General, 3.96

Ner Israel Rabbinical College   2010 — 2014
BTL

Jason Jerez Jason Jerez Greater New York City Area Details
Jason Jerez's Andrew Garrett, Inc. Experience April 2006 - October 2006
Job Sr. Account Executive/Recruiter
Industry Human Resources
Experience
JC&J Staffing, LLC   May 2014 - Present
Custom Staffing of Westchester  October 2010 - May 2014
Winston Staffing  November 2006 - October 2010
Andrew Garrett, Inc.   April 2006 - October 2006

Skills
Sales, Recruiting, Human Resources, New Business Development, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Temporary Staffing, Onboarding, Sourcing, Time Management, Finance, Temporary Placement, Employee Relations, Social Networking, Event Planning, Interviews, Outlook, Training

Education
Borough of Manhattan Community College   2009 — 2010
Associates, Business Adminstration

Suny Delhi   1996 — 1999
Associates

Cardinal Hayes   1992 — 1996
H.S Diploma

Christopher McNally Christopher McNally New York, New York Details
Christopher McNally's Andrew Garrett, Inc. Experience August 2008 - November 2011
Job Inside Sales Manager at ZocDoc
Industry Internet
Experience
ZocDoc  April 2013 - Present
ZocDoc  December 2011 - April 2013
Andrew Garrett, Inc.   August 2008 - November 2011

Skills
Salesforce.com, Cold Calling, Lead Generation, Account Management, Sales Presentations, Sales Process, SaaS, Sales, Direct Sales, Closing Deals, B2B, Outside Sales, Social Media, Series 7, Social Networking, Business Development, Start-ups, Management, Solution Selling, Selling, New Business Development, Deal Closure, Civil Rights, Baby Blessings, Firefighting, Marketing, CRM, Customer Service, Social Media Marketing, Sales Management, Water Resources, Police Psychology, Russian History, Sub-Saharan Africa

Education
Loyola College in Maryland

Jean Finnerty, M.S. Jean Finnerty, M.S. Greater New York City Area Details
Jean Finnerty, M.S.'s Andrew Garrett, Inc. Experience June 1994 - November 1997
Job Senior Assistant Dean for Business Affairs at Stony Brook University
Industry Higher Education
Experience
Stony Brook University  February 2015 - Present
Hofstra University  September 2014 - Present
Hofstra University  September 2012 - January 2015
Hofstra University  February 2000 - August 2012
Hofstra University  November 1997 - February 2000
Andrew Garrett, Inc.   June 1994 - November 1997

Skills
Data Analysis, Project Planning, Budgets, Managing Database, Compliance, Management, Auditing, Sustainability, Environmental Awareness, Instructor-led Training, Microsoft Excel, Microsoft Office, Microsoft Word, Access, PowerPoint, Administration, QuickBooks, Nonprofits, Higher Education

Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting

Hofstra University
Master of Science (M.S.), Accounting

Jean Victor Jean Victor Greater New York City Area Details
Jean Victor's Andrew Garrett, Inc. Experience June 1997 - August 1998
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  December 2011 - Present
Charles Schwab  October 2007 - August 2011
TD Ameritrade  August 1998 - May 2007
Andrew Garrett, Inc.   June 1997 - August 1998

Skills
Options, Risk Management, Relationship Management, Institutional Clients, Margin, Cross Selling

Education
Kean University   1992 — 1997
BS, Accounting

Luke DiPasquale Luke DiPasquale Williston Park, New York Details
Luke DiPasquale's Andrew Garrett, Inc. Experience January 2014 - May 2014
Job Account Executive at Indeed.com
Industry Retail
Experience
Indeed.com  January 2015 - Present
Guardian Life  May 2014 - September 2014
Andrew Garrett, Inc.   January 2014 - May 2014
Iona College  August 2013 - January 2014
Global Telecom Supply  May 2013 - January 2014
Lowe's Home Improvement  May 2012 - August 2012

Skills
Sales, Accounting, Microsoft Excel, Retail, Merchandising, Customer Service, Retail Sales, Store Management, Inventory Management, Time Management, Cashiering, Inventory Control, TigerPaw, QuickBooks, Microsoft Word, Stellant, Marketing, Analysis, Financial Analysis, Payroll, Sales Prospecting, SaaS, CRM, Business-to-Business..., Advertising

Education
Iona College   2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General

Guy G. Clemente Guy G. Clemente Greater New York City Area Details
Guy G. Clemente's Andrew Garrett, Inc. Experience February 2007 - Present
Job Managing Director / Institutional Sales / Andrew Garrett, Inc.
Industry Financial Services
Experience
Andrew Garrett, Inc.   February 2007 - Present
S.W. Bach & Company   February 2003 - 2007
The Thornwater Company, L.P.   May 1999 - February 2003
M.S. Farrell & Company   July 1997 - May 1999
Sands Brothers  December 1996 - June 1997
The J.B. Sutton Group, Inc.   January 1996 - November 1996
Commonwealth Associates  June 1995 - December 1995
Salomon Smith Barney  July 1993 - May 1995
Lehman Brothers  July 1984 - July 1993
Rauscher Pierce Refsnes, Inc.   January 1984 - July 1984

Skills
Investment Banking, IPO, Venture Capital, Corporate Finance, Equities, Private Equity, SEC Rule 144, Private Placements, Asset Management, Financial Modeling, Investments, Mutual Funds, Corporate Development, Valuation, Due Diligence, Investor Relations, Portfolio Management, Alternative Investments, Equity Research, Securities, Mergers & Acquisitions, Syndicate, Capital Markets, Hedge Funds, Financial Structuring

Education
Missouri State University   1977 — 1981
BS, Business / Economics

David Lustig David Lustig Greater Boston Area Details
David Lustig's Andrew Garrett, Inc. Experience 2007 - 2008
Job Business Development Executive at Infosys
Industry Information Technology and Services
Experience
Infosys  June 2014 - Present
Carnegie Mellon Tepper School of Business  August 2012 - May 2014
Symphony Teleca  June 2013 - August 2013
Northwestern Mutual  May 2010 - July 2011
NORTHWESTERN MUTUAL FINANCIAL NETWORK  May 2010 - July 2011
Mercer Capital, LTD   July 2008 - March 2009
ANDREW GARRETT, INC. / S.W. BACH & COMPANY   February 2005 - February 2008
Andrew Garrett, Inc.   2007 - 2008
S.W. Bach & Company   February 2005 - April 2006

Skills
Financial Modeling, Equities, Investments, Valuation, Portfolio Management, Mutual Funds, Securities, Financial Analysis, Asset Management, Equity Research, Asset Managment, Investment Banking, Corporate Finance, Wealth Management, Financial Risk, Hedge Funds, Private Equity, Credit Analysis, Trading, Account Management, Proposal Management, Strategic Negotiations, Miller-Heiman Strategic..., Series 7, Strategic Financial..., Series 63, Due Diligence, Bonds, Underwriting, IT Strategy, IT Solutions, IT Service Management, Business Strategy, Financial Planning

Education
Carnegie Mellon University - Tepper School of Business   2012 — 2014
Master of Business Administration (MBA), Information Systems, Finance, Economics

Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Finance and CPA Accounting

Syracuse University - Martin J. Whitman School of Management   2000 — 2004
BS, Finance & Accounting

Roslyn High School   1996 — 2000

Carnegie Mellon University - Tepper School of Business
Master of Business Administration; MBA

Andrew Weisse Andrew Weisse New York, New York Details
Andrew Weisse's Andrew Garrett, Inc. Experience May 2010 - December 2010
Job Area Sales Manager Northeast
Industry Internet
Experience
ZocDoc  April 2014 - Present
ZocDoc  January 2012 - April 2014
ZocDoc  December 2011 - January 2012
ZocDoc  December 2010 - December 2011
Andrew Garrett, Inc.   May 2010 - December 2010
InterMerchant Securities, LLC   June 2007 - May 2010
Brookstreet Securities Corporation  June 2006 - June 2007

Skills
Salesforce.com, Investments, Sales Process, Sales, New Business Development, Sales Management, Management, Direct Sales, Start-ups, B2B, Selling, CRM, Recruiting, Lead Generation, Cold Calling, Sales Presentations, Training, Sales Operations, SaaS, Customer Retention, Strategic Partnerships, Solution Selling, Aviation, Business Development, Building Relationships, Marketing, PowerPoint

Education
Rutgers University-New Brunswick   2002 — 2006
BA, Double Major: Political Science / History, Minor: Psychology

Matthew Swansburg Matthew Swansburg Boston, Massachusetts Details
Matthew Swansburg's Andrew Garrett, Inc. Experience July 2008 - August 2010
Job Project Developer at Borrego Solar Systems
Industry Renewables & Environment
Experience
Borrego Solar Systems  May 2015 - Present
EnerNOC  January 2013 - May 2015
Paradigm Partners - M2 Holdings, LLC   October 2011 - January 2013
TigarSwan Investments   August 2010 - October 2011
Andrew Garrett, Inc.   July 2008 - August 2010

Skills
Equities

Education
Hofstra University   2004 — 2008
BA, Finance

Proctor Academy

Alexandra Yellin Alexandra Yellin Marina Del Rey, California Details
Alexandra Yellin's Andrew Garrett, Inc. Experience August 2011 - August 2012
Job Direct Lender at Rodeo Capital, Inc.
Industry Financial Services
Experience
Rodeo Capital, Inc.   September 2012 - Present
Andrew Garrett, Inc.   August 2011 - August 2012
The Ritz-Carlton Hotel Company, L.L.C.   June 2010 - July 2011
The Ritz-Carlton Hotel Company LLC  2010 - 2011
Dawn Barnes Karate Kids Corp.   September 2004 - June 2010
The Pinery Country Club  March 2009 - March 2010

Skills
Financial Advisory, Sales, Bridge Loans, Alternative Investments, Start-ups, Asset Management, Management, Financial Analysis, Accounting, Financial Modeling, Real Estate, Investor Relations, Investments, Salesforce.com, Cold Calling, Lead Generation, Funding, Relationship Management, Market Research, Investment Strategies, Recruiting, Social Media Marketing, Marketing, Series 63, Finance, Investment Properties, Real Estate Development, Strategic Planning, Investors

Education
University of Denver   2006 — 2010
BS, Hospitality Management

University of Denver - Daniels College of Business   2006 — 2010
BS, hospitality management

Gabe Antuna Gabe Antuna Greater New York City Area Details
Gabe Antuna's Andrew Garrett, Inc. Experience 2007 - Present
Job Senior Vice President/ Director of Wealth Investments at Andrew Garrett
Industry Investment Management
Experience
Andrew Garrett, Inc.   2007 - Present
Kirlin Securities  September 2001 - October 2006
M.S. Farrell   June 1993 - September 2001

Skills
Series 7, Series 24, Series 65, Series 63, Series 6, Life, Accident and..., Bonds, Asset Management, Alternative Investments, FINRA, Health Insurance, Fixed Income, Equities, Investments, Mutual Funds, Hedge Funds, Securities, Wealth Management

Education
Rutgers University-New Brunswick   1989 — 1993

St. Peter's Prep   1985 — 1989

Revan Schwartz Revan Schwartz Greater New York City Area Details
Revan Schwartz's Andrew Garrett, Inc. Experience Gneral Counsel & Executive Vice PresidentAndrew Garrett, inc.1996 - Present
Job General Counsel at Andrew Garrett, Inc.
Industry Financial Services
Experience
Andrew Garrett, Inc.   Gneral Counsel & Executive Vice PresidentAndrew Garrett, inc.1996 - Present
Andrew Garrett, inc.   1996 - Present

Skills
AML, Venture Capital, Corporate Finance, Securities, Series 24, Mutual Funds, Mergers & Acquisitions, Risk Management, Due Diligence, Asset Management, IPO, Capital Markets, Series 7, Hedge Funds, Equities, Series 63, Investments

Education
St. John's University School of Law   1977 — 1980

Taras Panchyshyn Taras Panchyshyn Greater New York City Area Details
Taras Panchyshyn's Andrew Garrett, Inc. Experience September 2006 - August 2012
Job Sr. Network Engineer at PulsePoint
Industry Computer Networking
Experience
PulsePoint  August 2012 - Present
Andrew Garrett, Inc.   September 2006 - August 2012
Midwood Lumber & Millwork   July 2005 - September 2006
Ukrtelecom, Ternopil. Ukraine   February 2001 - March 2005

Skills
Cisco IOS, FTP, VPN, IPSec, EIGRP, Firewalls, Switches, TCP/IP, VLAN, Routers, DHCP, Cisco Technologies, Juniper, DNS, Antivirus, CCNP, OSPF, Routing, Network Engineering, Palo Alto Networks, CCNA, JNCIA - Junos, Security, BGP, Servers, Data Center, Hardware, Windows Server, Red Hat Linux, System Administration, Network Design, Disaster Recovery, Troubleshooting, Network Security, WAN, SNMP, TCP/IP stack, Network Load Balancing, RIP, Network Architecture, IPv6, CentOS, QoS, Network Administration, IPS

Education
Ternopil State 'Ivan Pul'uj' Technical University   1998 — 2003
Bachelor of Science (BS), Computer Technology/Computer Systems Technology

Paul Behnken, CIMA® Paul Behnken, CIMA® Phoenix, Arizona Area Details
Paul Behnken, CIMA®'s Andrew Garrett, Inc. Experience September 2009 - September 2010
Job Internal Wholesaler
Industry Capital Markets
Experience
Saratoga Capital Management, LLC   June 2015 - Present
Ameriprise Financial Services, Inc.   September 2012 - June 2015
Public Restaurant  May 2011 - September 2012
The Ainsworth   August 2009 - August 2011
Andrew Garrett, Inc.   September 2009 - September 2010
Petsense  March 2008 - March 2009
Freedland Finance   November 2007 - March 2008
Northwestern Mutual  May 2007 - November 2007
U.S. Army   September 1999 - January 2004

Skills
Microsoft Office, Bloomberg, Financial Analysis, Microsoft Word, PowerPoint, Equities, Social Media, Trading, Valuation, Investments, Options, Capital Markets, Corporate Finance, Public Speaking, Business Strategy, Team Leadership

Education
Arizona State University, W. P. Carey School of Business   2004 — 2007
Bachelor of Science (BS), Economics/Finance

Thomas Gaul Thomas Gaul Greater New York City Area Details
Thomas Gaul's Andrew Garrett, Inc. Experience 1997 - 1998
Job Senior Account Manager/Lead Recruiter
Industry Staffing and Recruiting
Experience
Major Professional Staffing Firm   August 2000 - Present
Wells Management Associates Inc.   1998 - August 2000
Joseph Stevens  1998 - 1998
Andrew Garrett, Inc.   1997 - 1998

Skills
Management, Human Resources, Applicant Tracking..., Interviews, Recruiting, Internet Recruiting, Temporary Placement, Unix, Leadership, Training, Technical Recruiting, Consulting, Resume Writing, Permanent Placement, Information Technology, Vendor Management, Security, Account Management, SDLC, Networking, Staffing Services, Storage, Cold Calling, Social Networking, Business Development, Executive Search, Data Center, IT Strategy, Financial Services, Benefits Negotiation, Sourcing, Banking, Business Intelligence, Negotiation, Talent Acquisition, Windows, Data Analysis, CRM, SaaS, Contract Recruitment

Education
Paramus Catholic High School
College Prep

Seton Hall University

Kurt Folcher Kurt Folcher Newtown, Pennsylvania Details
Kurt Folcher's Andrew Garrett, Inc. Experience February 2007 - Present
Job VP Investments and Retirement Services Princeton Financial Partners LLC
Industry Financial Services
Experience
Andrew Garrett, Inc.   February 2007 - Present
Princeton Financial Partners LLC   February 2007 - Present

Skills
Wealth Management, Securities, Investments, Options, Series 7, Series 65, Series 63, Accident and Health..., Life and Fixed Annuities, Risk Management, Retirement, Financial Analysis, Mutual Funds, Alternative Investments, Bonds, Equities, Portfolio Management, Financial Risk, Fixed Income, Hedge Funds, Investment Advisory, Retirement Planning, Wealth, Bloomberg

Education
Gettysburg College   1986 — 1990

Lauren Gallea Bennett Lauren Gallea Bennett Baltimore, Maryland Area Details
Lauren Gallea Bennett's Andrew Garrett, Inc. Experience May 2004 - January 2006
Job International Marketing Manager at Johns Hopkins Medicine International
Industry Marketing and Advertising
Experience
Johns Hopkins Medicine International  June 2012 - Present
T Rowe Price  September 2006 - May 2012
Seiter & Miller Advertising  June 2006 - August 2006
Andrew Garrett, Inc.   May 2004 - January 2006

Skills
Integrated Marketing..., Business Relationship..., Marketing Strategy, Integrated Marketing, Direct Mail, Project Management, Marketing Communications, Account Management, Marketing, Competitive Analysis, Advertising, Email Marketing, Leadership, B2B, Corporate Communications, Sales, Strategy, Management, Market Research, Direct Marketing

Education
Loyola University Maryland - BBA
Bachelor of Business Administration (BBA), Marketing, Advertising (3.8 GPA)

Loyola University Maryland - MBA
Masters of Business Administration (MBA), Marketing (3.9 GPA)

Monash University
International Business

Patrick Hehir Patrick Hehir Greater Philadelphia Area Details
Patrick Hehir's Andrew Garrett, Inc. Experience
Job Certified Financial Planner™ at Princeton Financial Partners, LLC.
Industry Financial Services
Experience
Princeton Financial Partners, LLC.   January 2013 - Present
Andrew Garrett, Inc.  

Skills
Social Security Planning, Wealth Management, Retirement, Finance, Portfolio Management, Investments, Management, Series 24

Education
Dickinson College   1985 — 1989
Economics, Financial Analysis

Fabian Retamales Munoz Fabian Retamales Munoz Greater New York City Area Details
Fabian Retamales Munoz's Andrew Garrett, Inc. Experience May 2015 - Present
Job Stock Broker In Training at Andrew Garrett, Inc.
Industry Financial Services
Experience
Andrew Garrett, Inc.   May 2015 - Present
Bachrach  June 2015 - August 2015
Bachrach  September 2014 - June 2015

Skills
Spanish, People Skills, Problem Solving, Team Leadership

Education
County College of Morris   2014 — 2016
Associate's Degree, Business Administration and Management, General

Morris Hill High School   2010 — 2014
High School Diploma, General Education

Christopher Wieland Christopher Wieland Astoria, New York Details
Christopher Wieland's Andrew Garrett, Inc. Experience August 2014 - Present
Job Financial Advisor at Andrew Garrett, Inc.
Industry Financial Services
Experience
Andrew Garrett, Inc.   August 2014 - Present
Tri County Windows and Siding   June 2013 - March 2014
CNW Inc.   January 2010 - January 2013
UPS  January 2008 - January 2013

Skills
Superior time management, Advanced financial..., Budgeting and financial..., Highly detail-oriented, Complex problem solving, Relationship Management, Relationship Building, Cold Calling

Education
Briarcrest Christian School

University of Giessen
Applied Management

University of Phoenix
International Business