Ayco Company
General counsel: Christopher D. Hemstead SVPs: Sheri L. Lyons, Executive vice president: Robert F. Fritz, Joseph D. Rigabar COO: Kathryn L. Matthews (Financial Counseling), Timothy C. Smith (Private Wealth Management)
Ayco List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ayco. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ayco Employees
Cambridge Wealth Counsel June 2003 - Present
Ayco October 2000 - June 2003
Greenbriar Dental Care/Barry H Kaplan, DDS June 1981 - June 2000
Skills
Financial Planning, Estate Planning, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Investment Strategies, Financial Advisory, Personal Finance, Asset Management, Investments, Portfolio Management, Tax, 401k, Mutual Funds, Wealth, Pensions, High Net Worth..., Cash Flow, Retirement Income..., Asset Protection, Charitable Giving, Strategic Financial..., Fixed Annuities, Asset Managment
Education
College for Financial Planning 1997 — 1999
CFP
Emory University 1977 — 1981
DDS
Emory University 1973 — 1977
BS
Lakewood High School 1969 — 1973
Compass Group - Consultancy September 2014 - Present
The Law Booth 2013 - 2014
Compass Law Group 2003 - 2012
AYCO 1997 - 2000
Merrill Lynch 1993 - 1994
Dentsu Corporation of America 1987 - 1989
Education
University of Miami School of Law 2002 — 2003
LLM in Tax
Albany Law School of Union University
Juris Doctor
Cornell University
Bachelor of Science
Ayco September 1996 - Present
Skills
Wealth Management, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Mutual Funds, Risk Management, Financial Planning, Hedge Funds, Series 7, Wealth Management..., Asset Management, High Net Worth...
Education
Albany Law School of Union University 1993 — 1996
Doctor of Law (J.D.), Law
SUNY Albany 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Reh Wealth Advisors LLC July 2010 - Present
PerTronix Inc September 2004 - Present
Estate Planning Council 2015 - 2015
Estate Planning Council 2015 - 2015
Financial Network January 2005 - June 2010
CSUF President's Scholars and President's Associates 1998 - 2007
Ayco 2003 - 2004
Skills
Investments, Asset Allocation, Financial Planning, Financial Advisory, Finance, Financial Modeling, Financial Analysis, Strategic Planning, Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth, Management, Bonds, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Investment Advisory, Team Building, Marketing Strategy
Education
University of California, Irvine 2001 — 2003
MBA, Finance, Portfolio Management, Real Estate, Dean's Scholar 3.94 GPA
University of California, Irvine - The Paul Merage School of Business 2001 — 2003
MBA, Finance, Investments, Portfolio Mgmt, Dean's Scholar 3.94 GPA
California State University-Fullerton - College of Business and Economics 1997 — 2003
Bachelor of Arts, Business - Finance, Summa Cum Laude - 3.94 GPA
California State University-Fullerton 1997 — 2001
BA, Business, Summa Cum Laude - 3.94 GPA
Provider Resources, Inc. April 2014 - Present
Ayco August 2009 - April 2014
Mildred Elley April 2009 - December 2009
Newkirk February 2007 - February 2009
Amici, LLC October 2004 - February 2006
Microsoft January 1993 - March 2004
United States Air Force September 1983 - September 1992
Skills
C#, .NET, ASP.NET, Microsoft SQL Server, jQuery, HTML, PHP, ETL, Web Applications, NUnit, Databases, Unit Testing, Testing, Windows, Stored Procedures, ASP, XML, T-SQL, SSIS
Education
U.S. Air Force Institute of Technology 1987 — 1988
Master's degree, Electrical and Electronics Engineering
Virginia Tech 1980 — 1984
Bachelor's degree, Electrical and Electronics Engineering
Ayco October 2009 - Present
Tiffany June 2008 - August 2008
Tiffany June 2007 - August 2007
ADP June 2006 - August 2006
Friendly's June 2005 - August 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2013
Master of Business Administration (MBA)
William & Mary 2005 — 2009
B.A., Economics, Music
Banyan Partners, LLC July 2006 - Present
The Colony Group April 1986 - June 2006
AYCO 1983 - 1985
Skills
Asset Managment, Investments, Portfolio Management, Equities, Fixed Income, Financial Analysis, Mutual Funds, Investment Advisory
Education
Boston University School of Law 1980 — 1983
Doctor of Law (J.D.)
Boston University 1979 — 1980
BLS
Massachusetts College of Art and Design 1976 — 1979
BFA, Photography
Marvin and Company, P.C. July 2006 - Present
Ayco January 2006 - July 2006
New York State Comptroller's Office September 2005 - December 2005
Education
Siena College 2002 — 2006
BBA, Accounting
DST RS, Albany, NY January 2004 - Present
Newkirk Products, Inc January 2004 - Present
The Ayco Company L.P July 2000 - July 2003
Ayco October 1998 - July 2000
Sun Life Annuity Service Center September 1997 - March 1998
Sun Life Annuity Service Center June 1996 - August 1997
State Street Bank & Trust Co January 1996 - June 1996
Skills
Mutual Funds, Process Improvement, Sales, Fixed Annuities, Marketing, Investments, Microsoft Office, 401k, Financial Services, Retirement
Education
University of Maine
B.S, Business Administration; Finance
Ayco 1991 - Present
Education
Union University-Albany Law School 1988 — 1991
Juris Doctor
Union College 1982 — 1986
Bachelor of Science (B.S.), Psychology