Ayco Company

Description

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)

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Ayco Employees

Employee
Years
Job
Industry
Barry Kaplan Barry Kaplan Greater Atlanta Area Details
Barry Kaplan's Ayco Experience October 2000 - June 2003
Job Wealth Manager, Chief Investment Officer, CFP, EA at Cambridge Wealth Counsel
Industry Financial Services
Experience
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

Paul R Kennedy JD LLM Paul R Kennedy JD LLM Jupiter, Florida Details
Paul R Kennedy JD LLM's Ayco Experience 1997 - 2000
Job Principal Consultant at Compass Group Consultancy
Industry Legal Services
Experience
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

Brian Cuneo Brian Cuneo Albany, New York Area Details
Brian Cuneo's Ayco Experience September 1996 - Present
Job Senior Vice President Brand Strategy and Technical Resources at Ayco
Industry Financial Services
Experience
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

Stephen Reh,CFA® MBA CFP® Stephen Reh,CFA® MBA CFP® La Verne, California Details
Stephen Reh,CFA® MBA CFP®'s Ayco Experience 2003 - 2004
Job Financial Advisor,CFA® Charterholder, Manager
Industry Financial Services
Experience
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

Dan Van Der Werken Dan Van Der Werken Albany, New York Area Details
Dan Van Der Werken's Ayco Experience August 2009 - April 2014
Job Application Development Lead at Provider Resources, Inc.
Industry Computer Software
Experience
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

Catherine Nicolas Catherine Nicolas Greater New York City Area Details
Catherine Nicolas's Ayco Experience October 2009 - Present
Job Financial Planner at The Ayco Company, L.P.
Industry Financial Services
Experience
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

Peter Raimondi Peter Raimondi West Palm Beach, Florida Area Details
Peter Raimondi's Ayco Experience 1983 - 1985
Job Founder & CEO, Banyan Partners, LLC
Industry Financial Services
Experience
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

Amy Jordan Amy Jordan Albany, New York Area Details
Amy Jordan's Ayco Experience January 2006 - July 2006
Job Accountant at Marvin and Company, P.C.
Industry Accounting
Experience
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

Eliot Freeman Eliot Freeman Albany, New York Area Details
Eliot Freeman's Ayco Experience October 1998 - July 2000
Job Sales V.P. at Newkirk
Industry Publishing
Experience
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

Jacqueline Dunbar Grande Jacqueline Dunbar Grande Saratoga Springs, New York Details
Jacqueline Dunbar Grande's Ayco Experience 1991 - Present
Job Senior Vice President, Office of Corporate Engagement at Ayco
Industry Financial Services
Experience
Ayco   1991 - Present

Education
Union University-Albany Law School   1988 — 1991
Juris Doctor

Union College   1982 — 1986
Bachelor of Science (B.S.), Psychology