Brighton Securities
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Brighton Securities Employees
Employee
Years
Job
Industry
Caroline Arden Caroline Arden's Brighton Securities Experience January 2007 - April 2007
Job Accounting Supervisor, CPA at North Carolina Association of CPAs (NCACPA)
Industry Accounting
Experience
North Carolina Association of CPAs (NCACPA) November 2014 - Present
McLamb, Yeager and Johnson, P.A, Certified Public Accountants March 2014 - October 2014
Francis M. Celona, CPA, PC December 2009 - December 2013
Brighton Securities January 2007 - April 2007
South Bristol Resorts, LLC March 2000 - November 2004
Skills
Tax Preparation, Bookkeeping, Income Tax, Tax Returns, CPA, Financial Statements, QuickBooks, Financial Accounting, Corporate Tax, Tax Accounting, Lacerte, ProAdvisor, UltraTax, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Reporting, Account Reconciliation, Banking, Budgeting, Team Building, Mentoring, Accounts Payable, Accounts Receivable, Creative Solutions...
Education
Saint John Fisher College 2007 — 2009
BS, Summa Cum Laude, Accounting, 3.91
North Carolina Association of CPAs (NCACPA) November 2014 - Present
McLamb, Yeager and Johnson, P.A, Certified Public Accountants March 2014 - October 2014
Francis M. Celona, CPA, PC December 2009 - December 2013
Brighton Securities January 2007 - April 2007
South Bristol Resorts, LLC March 2000 - November 2004
Skills
Tax Preparation, Bookkeeping, Income Tax, Tax Returns, CPA, Financial Statements, QuickBooks, Financial Accounting, Corporate Tax, Tax Accounting, Lacerte, ProAdvisor, UltraTax, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Reporting, Account Reconciliation, Banking, Budgeting, Team Building, Mentoring, Accounts Payable, Accounts Receivable, Creative Solutions...
Education
Saint John Fisher College 2007 — 2009
BS, Summa Cum Laude, Accounting, 3.91
Linda L. Kant, CPA Linda L. Kant, CPA's Brighton Securities Experience August 2006 - September 2008
Job Accounting Services Manager at DeJoy, Knauf & Blood, LLP
Industry Financial Services
Experience
DeJoy, Knauf & Blood, LLP November 2012 - Present
Warren Averett Pender Newkirk January 2011 - October 2012
AM&M Financial Services October 2008 - June 2010
Brighton Securities August 2006 - September 2008
Skills
Tax, Accounting, Financial Reporting, Tax Preparation, QuickBooks, Income Tax, Account Reconciliation, GAAP, Tax Returns, Payroll, Bookkeeping, Retirement Planning, Sales Tax, Financial Statements, Internal Audit, Internal Controls, Tax Accounting, Forecasting
Education
Moravian College 1979 — 1983
Bachelor of Arts, Accounting
DeJoy, Knauf & Blood, LLP November 2012 - Present
Warren Averett Pender Newkirk January 2011 - October 2012
AM&M Financial Services October 2008 - June 2010
Brighton Securities August 2006 - September 2008
Skills
Tax, Accounting, Financial Reporting, Tax Preparation, QuickBooks, Income Tax, Account Reconciliation, GAAP, Tax Returns, Payroll, Bookkeeping, Retirement Planning, Sales Tax, Financial Statements, Internal Audit, Internal Controls, Tax Accounting, Forecasting
Education
Moravian College 1979 — 1983
Bachelor of Arts, Accounting
Ari Crane's Brighton Securities Experience May 2012 - June 2012
Job Business Intelligence Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Waspit Group Inc. May 2014 - August 2014
StadiumPark April 2014 - May 2014
Benzinga May 2013 - August 2013
Brighton Securities May 2012 - June 2012
Skills
Financial Analysis, Editing, Social Media, Employee Relations, Business Development, Research, Communication, Networking, Writing, Customer Oriented, Financial Journalism, Business Journalism, Marketing, Journalism, Facebook, Interviews, Sales Operations, Press Releases, Customer Satisfaction, Direct Sales, Basketball
Education
University of Michigan 2011 — 2015
Bachelor’s Degree, Political Science and Government
Brighton High School 2007 — 2011
Regents with Honors
Oracle June 2015 - Present
Waspit Group Inc. May 2014 - August 2014
StadiumPark April 2014 - May 2014
Benzinga May 2013 - August 2013
Brighton Securities May 2012 - June 2012
Skills
Financial Analysis, Editing, Social Media, Employee Relations, Business Development, Research, Communication, Networking, Writing, Customer Oriented, Financial Journalism, Business Journalism, Marketing, Journalism, Facebook, Interviews, Sales Operations, Press Releases, Customer Satisfaction, Direct Sales, Basketball
Education
University of Michigan 2011 — 2015
Bachelor’s Degree, Political Science and Government
Brighton High School 2007 — 2011
Regents with Honors
David Breckenridge Tyler, CFP®'s Brighton Securities Experience 2005 - 2006
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
HFS 2006 - 2007
Brighton Securities 2005 - 2006
Skills
Wealth Management, Retirement Planning, Life Insurance, Asset Allocation, Estate Planning, Risk Management, College Education..., Deferred Compensation, Employee Benefits, Buy-sell Agreements
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
Finance
Northwestern Mutual 2009 - Present
HFS 2006 - 2007
Brighton Securities 2005 - 2006
Skills
Wealth Management, Retirement Planning, Life Insurance, Asset Allocation, Estate Planning, Risk Management, College Education..., Deferred Compensation, Employee Benefits, Buy-sell Agreements
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
Finance
Susie L. Light Susie L. Light's Brighton Securities Experience October 2009 - September 2012
Job Financial Services Representative, Senior Financial Planner at MetLife Premier Client Group of Upstate New York
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York, an office of MetLife June 2014 - Present
Commonwealth Financial Group September 2012 - June 2014
Brighton Securities October 2009 - September 2012
Lincoln Financial February 2005 - October 2009
Edward Jones October 2002 - February 2005
A. G. Edwards September 1999 - October 2002
Eastman Kodak May 1988 - September 1999
Education
Rochester Institute of Technology 1984 — 1988
BS, Package Engineering, 3.9 FINAL GPA
MetLife Premier Client Group of Upstate New York, an office of MetLife June 2014 - Present
Commonwealth Financial Group September 2012 - June 2014
Brighton Securities October 2009 - September 2012
Lincoln Financial February 2005 - October 2009
Edward Jones October 2002 - February 2005
A. G. Edwards September 1999 - October 2002
Eastman Kodak May 1988 - September 1999
Education
Rochester Institute of Technology 1984 — 1988
BS, Package Engineering, 3.9 FINAL GPA
Alexandra Conboy's Brighton Securities Experience 2010 - 2014
Job Assistant at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency August 2014 - Present
Brighton Securities 2010 - 2014
Brighton Securities 2009 - 2010
Brighton Securities Corp. March 2009 - October 2009
Universal Pictures October 2008 - March 2009
NALA Films June 2008 - August 2008
Lehman Brothers June 2006 - September 2007
Skills
Microsoft Excel, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Strategic Communications, Business Strategy, Financial Reporting, Financial Analysis, QuickBooks, GAAP, SEC filings, FINRA
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Science, Business Administration
Allendale Columbia
Sarah Lawrence College
B.A. Liberal Arts
Creative Artists Agency August 2014 - Present
Brighton Securities 2010 - 2014
Brighton Securities 2009 - 2010
Brighton Securities Corp. March 2009 - October 2009
Universal Pictures October 2008 - March 2009
NALA Films June 2008 - August 2008
Lehman Brothers June 2006 - September 2007
Skills
Microsoft Excel, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Strategic Communications, Business Strategy, Financial Reporting, Financial Analysis, QuickBooks, GAAP, SEC filings, FINRA
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Science, Business Administration
Allendale Columbia
Sarah Lawrence College
B.A. Liberal Arts
Rick Vaccaro Rick Vaccaro's Brighton Securities Experience March 2002 - May 2013
Job Financial Advisor at MRM Wealth Management, LLC
Industry Investment Management
Experience
MRM Wealth Management, LLC May 2013 - Present
Brighton Securities March 2002 - May 2013
Skills
Retirement Planning, Mutual Funds, Portfolio Management, Investments, Asset Management, Asset Allocation, Wealth Management
Education
Rochester Institute of Technology 1974 — 1977
Master of Business Administration (MBA), Business Administration and Management, General
Rochester Institute of Technology 1974 — 1977
Master of Business Administration (MBA), Finance and Financial Management Services, 3.7
Rochester Institute of Technology 1960 — 1964
B.S., Accounting and Business/Management
MRM Wealth Management, LLC May 2013 - Present
Brighton Securities March 2002 - May 2013
Skills
Retirement Planning, Mutual Funds, Portfolio Management, Investments, Asset Management, Asset Allocation, Wealth Management
Education
Rochester Institute of Technology 1974 — 1977
Master of Business Administration (MBA), Business Administration and Management, General
Rochester Institute of Technology 1974 — 1977
Master of Business Administration (MBA), Finance and Financial Management Services, 3.7
Rochester Institute of Technology 1960 — 1964
B.S., Accounting and Business/Management
Margaret A. (VanHuben) Regan Margaret A. (VanHuben) Regan's Brighton Securities Experience December 2014 - June 2015
Job Tax Process and Compliance Professional
Industry Accounting
Experience
Brighton Securities December 2014 - June 2015
Mise En Place Professional Organizers September 2014 - December 2014
Bausch + Lomb December 2013 - September 2014
Bausch + Lomb November 1997 - September 2013
Goulds Pumps 1989 - 1997
BTR - Schlegel Corporation 1981 - 1989
Skills
Tax Accounting, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Process Improvement, Office Management, General Ledger, US GAAP, Fixed Assets, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Consolidation, Payroll Taxes, Mergers & Acquisitions, Tax, SEC filings, Sarbanes-Oxley, Property Tax, Revenue Recognition, GAAP, Restructuring
Education
Rochester Institute of Technology 1982 — 1988
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
State University of New York College of Agriculture and Technology at Cobleskill 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Accounting
Brighton Securities December 2014 - June 2015
Mise En Place Professional Organizers September 2014 - December 2014
Bausch + Lomb December 2013 - September 2014
Bausch + Lomb November 1997 - September 2013
Goulds Pumps 1989 - 1997
BTR - Schlegel Corporation 1981 - 1989
Skills
Tax Accounting, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Process Improvement, Office Management, General Ledger, US GAAP, Fixed Assets, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Consolidation, Payroll Taxes, Mergers & Acquisitions, Tax, SEC filings, Sarbanes-Oxley, Property Tax, Revenue Recognition, GAAP, Restructuring
Education
Rochester Institute of Technology 1982 — 1988
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
State University of New York College of Agriculture and Technology at Cobleskill 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Accounting
David DeWind David DeWind's Brighton Securities Experience August 1990 - January 2012
Job Financial Advisor at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc January 2012 - Present
Brighton Securities August 1990 - January 2012
Skills
Retirement Planning, Investments, Creating tax-free income, Strategic Financial..., Series 7, Retirement, Investment Advisory, Series 63, Securities, Financial Planning, Portfolio Management, Financial Advisory, 401k, Asset Allocation, Finance, Mutual Funds, Estate Planning, Wealth Management
Education
Elmira College
State University of New York College at Fredonia
Bachelor of Science (BS), Business Administration and Management, General
Sage Rutty & Co., Inc January 2012 - Present
Brighton Securities August 1990 - January 2012
Skills
Retirement Planning, Investments, Creating tax-free income, Strategic Financial..., Series 7, Retirement, Investment Advisory, Series 63, Securities, Financial Planning, Portfolio Management, Financial Advisory, 401k, Asset Allocation, Finance, Mutual Funds, Estate Planning, Wealth Management
Education
Elmira College
State University of New York College at Fredonia
Bachelor of Science (BS), Business Administration and Management, General
Michael W. Francis Michael W. Francis's Brighton Securities Experience June 2013 - Present
Job Student at the State University at Buffalo, School of Management
Industry Research
Experience
Brighton Securities June 2013 - Present
University at Buffalo,School of Management August 2011 - May 2013
Brighton Securities December 2011 - January 2012
Education
State University of New York at Buffalo 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Monroe Community College 2009 — 2011
Associate of Science (AS), Business Administration, Management and Operations
Brighton Securities June 2013 - Present
University at Buffalo,School of Management August 2011 - May 2013
Brighton Securities December 2011 - January 2012
Education
State University of New York at Buffalo 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Monroe Community College 2009 — 2011
Associate of Science (AS), Business Administration, Management and Operations
Caroline Korn Caroline Korn's Brighton Securities Experience December 2005 - March 2014
Job Senior Vice President at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC March 2014 - Present
Brighton Securities December 2005 - March 2014
AG Edwards June 1991 - December 1995
Drexel Burnham Lambert September 1983 - June 1987
Skills
Retirement Planning, Wealth Management, 401k, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Estate Planning, Portfolio Management, Retirement, Investments, Securities, IRAs, Asset Management, Equity Research, Alternative Investments, Equities, Strategic Financial..., Series 65, Asset Allocation, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
UCLA 1981 — 1985
Bachelor of Arts (B.A.), Economics
Pinnacle Investments, LLC March 2014 - Present
Brighton Securities December 2005 - March 2014
AG Edwards June 1991 - December 1995
Drexel Burnham Lambert September 1983 - June 1987
Skills
Retirement Planning, Wealth Management, 401k, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Estate Planning, Portfolio Management, Retirement, Investments, Securities, IRAs, Asset Management, Equity Research, Alternative Investments, Equities, Strategic Financial..., Series 65, Asset Allocation, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
UCLA 1981 — 1985
Bachelor of Arts (B.A.), Economics
Chris Bocciolatt's Brighton Securities Experience June 2007 - August 2008
Job Systems Analyst at Silver Management Group, Inc.
Industry Financial Services
Experience
Silver Management Group, Inc February 2012 - Present
Weeden & Co. September 2008 - February 2012
Brighton Securities June 2007 - August 2008
EDS March 2007 - June 2007
Brighton Securities March 2006 - August 2006
Skills
SDLC, SQL, Bloomberg, Windows Server, Software Installation, Servers, Microsoft Exchange, Technical Support, Vendor Management, Networking, Hardware, Visio, Market Data, Troubleshooting, Unix
Education
Rochester Institute of Technology 2003 — 2007
Bachelors of Science
Silver Management Group, Inc February 2012 - Present
Weeden & Co. September 2008 - February 2012
Brighton Securities June 2007 - August 2008
EDS March 2007 - June 2007
Brighton Securities March 2006 - August 2006
Skills
SDLC, SQL, Bloomberg, Windows Server, Software Installation, Servers, Microsoft Exchange, Technical Support, Vendor Management, Networking, Hardware, Visio, Market Data, Troubleshooting, Unix
Education
Rochester Institute of Technology 2003 — 2007
Bachelors of Science
Joseph Arena, EA Joseph Arena, EA's Brighton Securities Experience April 2013 - January 2014
Job Tax Professional Admitted to practice before the IRS.
Industry Financial Services
Experience
Young & Company CPA's January 2014 - Present
Brighton Securities April 2013 - January 2014
Brighton Securities May 2012 - April 2013
Brighton Securities 2008 - 2012
Education
State University of New York at Buffalo
Bachelor of Science (BS), Industrial Engineering
State University of New York at Buffalo
Bachelor of Science (B.S.), Business Administration
Young & Company CPA's January 2014 - Present
Brighton Securities April 2013 - January 2014
Brighton Securities May 2012 - April 2013
Brighton Securities 2008 - 2012
Education
State University of New York at Buffalo
Bachelor of Science (BS), Industrial Engineering
State University of New York at Buffalo
Bachelor of Science (B.S.), Business Administration
Jacqui Kenyon Jacqui Kenyon's Brighton Securities Experience January 2014 - April 2014
Job Senior Staff Accountant at Tronconi Segarra & Associates LLP
Industry Accounting
Experience
Tronconi Segarra & Associates LLP September 2014 - Present
Robert Half Finance & Accounting July 2009 - August 2014
Redhouse Solutions Group January 2009 - May 2014
Brighton Securities January 2014 - April 2014
GH Induction Atmospheres February 2012 - November 2013
John Maggio CPA February 2007 - July 2009
Rochester Photographic, Inc November 2003 - December 2006
Park Avenue Photo, Inc. June 1998 - November 2003
Skills
Accounting, Income Tax, Small Business, Bookkeeping, Finance, Business Planning, Process Improvement, Process Design, Procedure Development, Sustainability, Sustainable Business
Education
Southern New Hampshire University 2011 — 2014
MBA, Sustainability and Environmental Compliance
State University of New York Empire State College 2007 — 2010
Bachelor's, Accounting
Houghton College 1988 — 1992
Bachelor's, Art & Photography
Tronconi Segarra & Associates LLP September 2014 - Present
Robert Half Finance & Accounting July 2009 - August 2014
Redhouse Solutions Group January 2009 - May 2014
Brighton Securities January 2014 - April 2014
GH Induction Atmospheres February 2012 - November 2013
John Maggio CPA February 2007 - July 2009
Rochester Photographic, Inc November 2003 - December 2006
Park Avenue Photo, Inc. June 1998 - November 2003
Skills
Accounting, Income Tax, Small Business, Bookkeeping, Finance, Business Planning, Process Improvement, Process Design, Procedure Development, Sustainability, Sustainable Business
Education
Southern New Hampshire University 2011 — 2014
MBA, Sustainability and Environmental Compliance
State University of New York Empire State College 2007 — 2010
Bachelor's, Accounting
Houghton College 1988 — 1992
Bachelor's, Art & Photography
Robert Kravetz Robert Kravetz's Brighton Securities Experience 2009 - Present
Job Senior Vice President at Brighton Securities Corp
Industry Financial Services
Experience
Brighton Securities Corp January 2009 - Present
Brighton Securities 2009 - Present
Smith Barney April 2006 - December 2008
Smith Barney 2006 - 2008
Merck & Co., Inc. September 1974 - February 2006
Merck 1974 - 2006
Merck May 2004 - January 2005
Skills
Retirement, Strategic Financial..., IRAs, Retirement Planning, Investments, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, 401k, Estate Planning, Asset Allocation, Fixed Annuities, Insurance, Securities, Long-term Care, Series 65, Series 7, Series 63, Strategic Planning, Stocks, Business Strategy, Cash Flow, Fixed Income, Succession Planning, Long Term Care Insurance, Alternative Investments, Financial Modeling, Investment Strategies, Financial Advisory, Finance, Investment Advisory, Disability Insurance, Sales Process, Sales, Financial Planning, Management, Strategy, Leadership, Cross-functional Team..., Executive Management, Consulting, Pharmaceutical Industry, Public Speaking
Education
State University of New York College at Brockport 1969 — 1971
B.S., Economics
Irondequoit High school 1962 — 1966
Brighton Securities Corp January 2009 - Present
Brighton Securities 2009 - Present
Smith Barney April 2006 - December 2008
Smith Barney 2006 - 2008
Merck & Co., Inc. September 1974 - February 2006
Merck 1974 - 2006
Merck May 2004 - January 2005
Skills
Retirement, Strategic Financial..., IRAs, Retirement Planning, Investments, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, 401k, Estate Planning, Asset Allocation, Fixed Annuities, Insurance, Securities, Long-term Care, Series 65, Series 7, Series 63, Strategic Planning, Stocks, Business Strategy, Cash Flow, Fixed Income, Succession Planning, Long Term Care Insurance, Alternative Investments, Financial Modeling, Investment Strategies, Financial Advisory, Finance, Investment Advisory, Disability Insurance, Sales Process, Sales, Financial Planning, Management, Strategy, Leadership, Cross-functional Team..., Executive Management, Consulting, Pharmaceutical Industry, Public Speaking
Education
State University of New York College at Brockport 1969 — 1971
B.S., Economics
Irondequoit High school 1962 — 1966
Elizabeth (Lisa) Kurilovitch Elizabeth (Lisa) Kurilovitch's Brighton Securities Experience January 2015 - May 2015
Job Looking for an accounting position in Rochester NY
Industry Accounting
Experience
Brighton Securities January 2015 - May 2015
Texas Comptroller of Public Accounts June 2000 - June 2012
Skills
Sales Tax, Use Tax, Sales & Use Tax..., Auditing, Tax Research, Spanish, Accounting, Data Entry, Tax Accounting, GAAP, Financial Analysis, QuickBooks, General Ledger, Government Accounting, Internal Controls, Financial Reporting, Tax Preparation, Microsoft Office, Cost Accounting, Budgets, US GAAP, Leadership, Financial Statements, Microsoft Excel, Forensic Accounting, Account Reconciliation, Tax, Tax Returns
Education
Loyola University New Orleans 1998 — 2000
Bachelor of Accountancy, Accounting
Alfred State College - SUNY College of Technology 1996 — 1998
Associates of Science, Business Administration
Brighton Securities January 2015 - May 2015
Texas Comptroller of Public Accounts June 2000 - June 2012
Skills
Sales Tax, Use Tax, Sales & Use Tax..., Auditing, Tax Research, Spanish, Accounting, Data Entry, Tax Accounting, GAAP, Financial Analysis, QuickBooks, General Ledger, Government Accounting, Internal Controls, Financial Reporting, Tax Preparation, Microsoft Office, Cost Accounting, Budgets, US GAAP, Leadership, Financial Statements, Microsoft Excel, Forensic Accounting, Account Reconciliation, Tax, Tax Returns
Education
Loyola University New Orleans 1998 — 2000
Bachelor of Accountancy, Accounting
Alfred State College - SUNY College of Technology 1996 — 1998
Associates of Science, Business Administration
George S. Rose's Brighton Securities Experience January 2014 - May 2014
Job G.S Rose Accounting & Finance
Industry Accounting
Experience
G. S. ROSE ACCOUNTING & FINANCE September 2013 - Present
Brighton Securities January 2014 - May 2014
209 SST INC January 2006 - September 2013
Van Putte Gardens March 2012 - June 2013
Thompson CPA January 2013 - May 2013
Liberty Tax Service January 2008 - September 2008
Vega Air January 2001 - April 2006
UPS January 1999 - January 2003
Skills
Tax, Accounting, Tax Returns, Bookkeeping, Small Business, Payroll, Accounts Receivable, Financial Statements, Finance, Auditing, Financial Reporting, Tax Preparation, Tax Accounting, Corporate Tax, Income Tax, Retirement Planning, IRAs, Microsoft Excel, Accounts Payable, Budgets, General Ledger, Forecasting, Insurance, Invoicing, Tax-planning, Cash Flow, Sales Tax, QuickBooks, Strategic Financial..., Financial Analysis, Certified Financial..., Business Planning, Financial Accounting, Process Improvement, GAAP, Analysis, Employee Benefits, Variance Analysis, Internal Controls, Payroll Taxes, Reconciliation, Small Business..., Spreadsheets, Preparation, SEC filings, Internal Audit, Risk Management, Expenses, Sarbanes-Oxley Act, Financial Planning
Education
State University of New York at Buffalo - School of Management
Bachelor of Accounting Science (B.A.S.), Accounting and Business/Management
Bryant & Stratton College - Henrietta
Associate of Arts and Sciences (A.A.S.), Accounting and Finance, 4.0
Aquinas Institute
Regents, Business Administration and Management, General
G. S. ROSE ACCOUNTING & FINANCE September 2013 - Present
Brighton Securities January 2014 - May 2014
209 SST INC January 2006 - September 2013
Van Putte Gardens March 2012 - June 2013
Thompson CPA January 2013 - May 2013
Liberty Tax Service January 2008 - September 2008
Vega Air January 2001 - April 2006
UPS January 1999 - January 2003
Skills
Tax, Accounting, Tax Returns, Bookkeeping, Small Business, Payroll, Accounts Receivable, Financial Statements, Finance, Auditing, Financial Reporting, Tax Preparation, Tax Accounting, Corporate Tax, Income Tax, Retirement Planning, IRAs, Microsoft Excel, Accounts Payable, Budgets, General Ledger, Forecasting, Insurance, Invoicing, Tax-planning, Cash Flow, Sales Tax, QuickBooks, Strategic Financial..., Financial Analysis, Certified Financial..., Business Planning, Financial Accounting, Process Improvement, GAAP, Analysis, Employee Benefits, Variance Analysis, Internal Controls, Payroll Taxes, Reconciliation, Small Business..., Spreadsheets, Preparation, SEC filings, Internal Audit, Risk Management, Expenses, Sarbanes-Oxley Act, Financial Planning
Education
State University of New York at Buffalo - School of Management
Bachelor of Accounting Science (B.A.S.), Accounting and Business/Management
Bryant & Stratton College - Henrietta
Associate of Arts and Sciences (A.A.S.), Accounting and Finance, 4.0
Aquinas Institute
Regents, Business Administration and Management, General
Catherine Carnegie's Brighton Securities Experience January 2006 - March 2013
Job Registered Financial Services Associate at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc April 2013 - Present
Brighton Securities January 2006 - March 2013
Cannon Industries August 2005 - January 2006
Swiss American Securities January 1999 - December 2004
Skills
CRM, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Tax, Mutual Funds, Invoicing, Insurance, QuickBooks, Accounting, Teamwork, Credit
Education
Monroe College-New Rochelle 2002 — 2004
Cum Laude Associate of Science (A.S.), Business Administration and Management, General, 3.70
Sage Rutty & Co., Inc April 2013 - Present
Brighton Securities January 2006 - March 2013
Cannon Industries August 2005 - January 2006
Swiss American Securities January 1999 - December 2004
Skills
CRM, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Tax, Mutual Funds, Invoicing, Insurance, QuickBooks, Accounting, Teamwork, Credit
Education
Monroe College-New Rochelle 2002 — 2004
Cum Laude Associate of Science (A.S.), Business Administration and Management, General, 3.70
Amy Jewell Amy Jewell's Brighton Securities Experience April 2010 - December 2011
Job Medical Records/Telephone Operator at New York Oncology Hematology, P.C.
Industry Executive Office
Experience
New York Oncology Hematology August 2014 - Present
New York Oncology Hematology, P.C. July 2013 - August 2014
Brighton Securities April 2010 - December 2011
Livonia Central School District 2006 - 2010
Livonia Community Players 2004 - 2010
Livonia Central School District 1999 - 2010
Livonia Central School District 1999 - 2010
Friends of the Livonia Public Library 1999 - 2010
Daniel R. Beaty, CPA 2005 - 2007
Genesee Valley Pennysaver 1987 - 1991
Skills
Dependable Team Player, Fax, Customer Service, Positive Personality, Multi-line Phone, Administrative Assistant, Proactive self-starter, Computer Proficiency, Telephone Skills, Superior Communications..., Highly organized, Highly personable, Energetic Self-Starter, Handle Confidential..., Meet Deadlines, Adaptable to Changes, Always Willing to Learn, Train New Employees, Mass Mailing, Expense Reports, Artistic Abilities, Newsletters, Digital Archiving, Financial Services, Graphic Design, Nonprofits, Microsoft Office, iPhone, New Hire Training, Medical Records, Medical Charts, Conscientious, HIPAA, Administrative..., Time Management, Communication, Appointment Scheduling, Receptionist Duties, Typing, Data Entry, PowerPoint, Spreadsheets, Microsoft Word
Education
SUNY Geneseo
New York Oncology Hematology August 2014 - Present
New York Oncology Hematology, P.C. July 2013 - August 2014
Brighton Securities April 2010 - December 2011
Livonia Central School District 2006 - 2010
Livonia Community Players 2004 - 2010
Livonia Central School District 1999 - 2010
Livonia Central School District 1999 - 2010
Friends of the Livonia Public Library 1999 - 2010
Daniel R. Beaty, CPA 2005 - 2007
Genesee Valley Pennysaver 1987 - 1991
Skills
Dependable Team Player, Fax, Customer Service, Positive Personality, Multi-line Phone, Administrative Assistant, Proactive self-starter, Computer Proficiency, Telephone Skills, Superior Communications..., Highly organized, Highly personable, Energetic Self-Starter, Handle Confidential..., Meet Deadlines, Adaptable to Changes, Always Willing to Learn, Train New Employees, Mass Mailing, Expense Reports, Artistic Abilities, Newsletters, Digital Archiving, Financial Services, Graphic Design, Nonprofits, Microsoft Office, iPhone, New Hire Training, Medical Records, Medical Charts, Conscientious, HIPAA, Administrative..., Time Management, Communication, Appointment Scheduling, Receptionist Duties, Typing, Data Entry, PowerPoint, Spreadsheets, Microsoft Word
Education
SUNY Geneseo
Jon Marlowe Jon Marlowe's Brighton Securities Experience 2012 - Present
Job Brighton Securities Investment Advisor
Industry Higher Education
Experience
Brighton Securities 2012 - Present
Education
SUNY Geneseo 2009 — 2011
Bachelor of Science, Accounting
Brighton Securities 2012 - Present
Education
SUNY Geneseo 2009 — 2011
Bachelor of Science, Accounting
Chuck Wade Chuck Wade's Brighton Securities Experience March 2012 - Present
Job Financial Advisor at Brighton Securities
Industry Financial Services
Experience
Brighton Securities March 2012 - Present
13WHAM-TV October 2008 - March 2012
The College at Brockport 2006 - 2010
WVIR-TV November 2006 - September 2008
13WHAM-TV 2006 - 2007
Skills
Media Relations, Broadcast, Broadcast Journalism, Financial Analysis, 401k Rollovers, Tax-advantaged..., College Education..., Roth IRA, IRAs
Education
State University of New York College at Brockport 2002 — 2006
Bachelor of Science, Communication
St. John Fisher College
Brighton Securities March 2012 - Present
13WHAM-TV October 2008 - March 2012
The College at Brockport 2006 - 2010
WVIR-TV November 2006 - September 2008
13WHAM-TV 2006 - 2007
Skills
Media Relations, Broadcast, Broadcast Journalism, Financial Analysis, 401k Rollovers, Tax-advantaged..., College Education..., Roth IRA, IRAs
Education
State University of New York College at Brockport 2002 — 2006
Bachelor of Science, Communication
St. John Fisher College
Salvatore Fasciano Salvatore Fasciano's Brighton Securities Experience October 2011 - Present
Job Financial Advisor at Brighton Securities
Industry Financial Services
Experience
Brighton Securities October 2011 - Present
HSBC Securities March 2009 - October 2011
Morgan Stanley Smith Barney October 2006 - March 2009
Skills
Series 7, Retirement, Estate Planning, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Securities, Series 63, Wealth Management, Finance, Strategic Financial..., Series 65, Investment Strategies
Education
Alfred State College - SUNY College of Technology
Associate of Arts and Sciences (AAS)
Greece Athena
Regents
Brighton Securities October 2011 - Present
HSBC Securities March 2009 - October 2011
Morgan Stanley Smith Barney October 2006 - March 2009
Skills
Series 7, Retirement, Estate Planning, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Securities, Series 63, Wealth Management, Finance, Strategic Financial..., Series 65, Investment Strategies
Education
Alfred State College - SUNY College of Technology
Associate of Arts and Sciences (AAS)
Greece Athena
Regents
Ethan Wade Ethan Wade's Brighton Securities Experience August 2013 - Present
Job Financial Advisor at Brighton Securities
Industry Financial Services
Experience
Brighton Securities August 2013 - Present
Howe & Rusling, Inc. 2012 - August 2013
C&M FORWARDING 2011 - May 2012
Seaway Advisors January 2011 - May 2011
The College September 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Sales, Leadership, Management, Customer Service, Investments, Portfolio Management
Education
State University of New York College at Brockport 2008 — 2011
Bachelor of Science, Finance
Brighton Securities August 2013 - Present
Howe & Rusling, Inc. 2012 - August 2013
C&M FORWARDING 2011 - May 2012
Seaway Advisors January 2011 - May 2011
The College September 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Sales, Leadership, Management, Customer Service, Investments, Portfolio Management
Education
State University of New York College at Brockport 2008 — 2011
Bachelor of Science, Finance
Sam DiNorma's Brighton Securities Experience October 2011 - Present
Job Financial Advisor at Brighton Securities
Industry Investment Management
Experience
Brighton Securities October 2011 - Present
Skills
Retirement Planning, Strategic Financial..., Securities, Wealth Management, Fixed Annuities, Series 63, Retirement, Mutual Funds, Asset Allocation, 401k, Series 7, IRAs, Investments, Finance, Estate Planning, Wealth, Equities, Investment Advisory, Investment Strategies, Uniform Combined State..., Alternative Investments
Education
Nazareth College of Rochester
Brighton Securities October 2011 - Present
Skills
Retirement Planning, Strategic Financial..., Securities, Wealth Management, Fixed Annuities, Series 63, Retirement, Mutual Funds, Asset Allocation, 401k, Series 7, IRAs, Investments, Finance, Estate Planning, Wealth, Equities, Investment Advisory, Investment Strategies, Uniform Combined State..., Alternative Investments
Education
Nazareth College of Rochester
Cindy Widmer's Brighton Securities Experience September 2006 - June 2007
Job Systems Administrator at Complemar Partners
Industry Computer Networking
Experience
Complemar Partners June 2007 - Present
Brighton Securities September 2006 - June 2007
Excellus Blue Cross Blue Shield 2005 - 2005
Army National Guard 1984 - 2004
Nylomold 1990 - 2000
Skills
Project Management, Security, Windows, Servers, DNS, Active Directory, Microsoft Office, Microsoft SQL Server, SQL, Microsoft Exchange, IIS, Windows Server, VMware, Networking, Troubleshooting, Linux, Data Center, Computer Hardware, Databases, Disaster Recovery, Firewalls, Perl
Education
Rochester Institute of Technology 2004 — 2006
BS, Systems and Network Administration
Monroe Community College
AS, Computer Information Systems
Complemar Partners June 2007 - Present
Brighton Securities September 2006 - June 2007
Excellus Blue Cross Blue Shield 2005 - 2005
Army National Guard 1984 - 2004
Nylomold 1990 - 2000
Skills
Project Management, Security, Windows, Servers, DNS, Active Directory, Microsoft Office, Microsoft SQL Server, SQL, Microsoft Exchange, IIS, Windows Server, VMware, Networking, Troubleshooting, Linux, Data Center, Computer Hardware, Databases, Disaster Recovery, Firewalls, Perl
Education
Rochester Institute of Technology 2004 — 2006
BS, Systems and Network Administration
Monroe Community College
AS, Computer Information Systems
Brennan R. Redmond, CFA's Brighton Securities Experience May 2007 - Present
Job Financial Advisor at Brighton Securities
Industry Financial Services
Experience
Brighton Securities May 2007 - Present
Ralph Parks Investment Group June 2006 - May 2007
Manning & Napier June 2003 - May 2006
Skills
Investments, Financial Modeling, Retirement, Retirement Planning, Strategic Financial..., Portfolio Management, Finance, Investment Advisory, Valuation, Personal Finance, Small Business, Asset Management, Mutual Funds, Equity Research, Financial Advisory, Financial Planning
Education
Rochester Institute of Technology 1999 — 2003
BS, Business Finance
Brighton Securities May 2007 - Present
Ralph Parks Investment Group June 2006 - May 2007
Manning & Napier June 2003 - May 2006
Skills
Investments, Financial Modeling, Retirement, Retirement Planning, Strategic Financial..., Portfolio Management, Finance, Investment Advisory, Valuation, Personal Finance, Small Business, Asset Management, Mutual Funds, Equity Research, Financial Advisory, Financial Planning
Education
Rochester Institute of Technology 1999 — 2003
BS, Business Finance
Candice Archibald's Brighton Securities Experience January 2009 - April 2009
Job Assistant Vice President at M&T Bank
Industry Banking
Experience
M&T Bank August 2011 - Present
HSBC October 2009 - August 2011
Tonawanda Valley Federal Credit Union September 2009 - October 2009
Brighton Securities January 2009 - April 2009
LEI-TI Enterprises March 2005 - June 2006
Skills
Tax Preparation, General Ledger, QuickBooks, Financial Reporting, Accounting, Auditing, Tax, Financial Analysis, Account Reconciliation, Internal Controls, Cash Flow, Accounts Receivable, Banking, Accounts Payable, Finance, Loans, Mortgage Lending, Credit, Loan Servicing, Mortgage Banking
Education
Canisius College 2013 — 2015
Master of Business Administration (MBA)
State University of New York College at Brockport 2008 — 2009
BS, Accounting
Indiana University of Pennsylvania 2006 — 2007
BS, Accounting
Genesee Community College 2005 — 2006
AAS, Accounting
M&T Bank August 2011 - Present
HSBC October 2009 - August 2011
Tonawanda Valley Federal Credit Union September 2009 - October 2009
Brighton Securities January 2009 - April 2009
LEI-TI Enterprises March 2005 - June 2006
Skills
Tax Preparation, General Ledger, QuickBooks, Financial Reporting, Accounting, Auditing, Tax, Financial Analysis, Account Reconciliation, Internal Controls, Cash Flow, Accounts Receivable, Banking, Accounts Payable, Finance, Loans, Mortgage Lending, Credit, Loan Servicing, Mortgage Banking
Education
Canisius College 2013 — 2015
Master of Business Administration (MBA)
State University of New York College at Brockport 2008 — 2009
BS, Accounting
Indiana University of Pennsylvania 2006 — 2007
BS, Accounting
Genesee Community College 2005 — 2006
AAS, Accounting
Dann Neale's Brighton Securities Experience November 2008 - December 2009
Job Owner
Industry Consumer Services
Experience
Dann Neale December 2009 - Present
Brighton Securities November 2008 - December 2009
Liberty Mutual Insurance June 2008 - November 2008
Citizens Investment Services November 2006 - June 2008
HSBC Securities June 1995 - June 2006
Education
State University of New York College at Buffalo 1970 — 1975
AS, Math Sciences/ Engineering
Dann Neale December 2009 - Present
Brighton Securities November 2008 - December 2009
Liberty Mutual Insurance June 2008 - November 2008
Citizens Investment Services November 2006 - June 2008
HSBC Securities June 1995 - June 2006
Education
State University of New York College at Buffalo 1970 — 1975
AS, Math Sciences/ Engineering
Douglas Goldmacher's Brighton Securities Experience June 2011 - September 2011
Job Municipal Credit Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service September 2013 - Present
Carr Business Systems April 2012 - August 2013
Brighton Securities June 2011 - September 2011
Brighton Securities June 2010 - October 2010
Meadows Communications Inc. 2008 - 2009
Meadows Communications Inc. 2007 - 2008
Skills
Recruiting, Financial Analysis, Management, Strategic Planning, Strategy, Microsoft Excel, Leadership, Mergers, Investments, Financial Modeling, Forecasting, Corporate Finance, Public Speaking, Risk Management, Negotiation
Education
University of Rochester - Simon Business School 2009 — 2011
Master, Business Administration 2011; Finance and Competitive & Organizational Strategy
Duke University 2003 — 2007
Bachelor of Arts, History, French, Russian
Moody's Investors Service September 2013 - Present
Carr Business Systems April 2012 - August 2013
Brighton Securities June 2011 - September 2011
Brighton Securities June 2010 - October 2010
Meadows Communications Inc. 2008 - 2009
Meadows Communications Inc. 2007 - 2008
Skills
Recruiting, Financial Analysis, Management, Strategic Planning, Strategy, Microsoft Excel, Leadership, Mergers, Investments, Financial Modeling, Forecasting, Corporate Finance, Public Speaking, Risk Management, Negotiation
Education
University of Rochester - Simon Business School 2009 — 2011
Master, Business Administration 2011; Finance and Competitive & Organizational Strategy
Duke University 2003 — 2007
Bachelor of Arts, History, French, Russian
Allegra Wright's Brighton Securities Experience January 2010 - April 2010
Job Student at St. John Fisher College
Industry Higher Education
Experience
Doodle Bugs! Children's Centers August 2010 - Present
ESL Sports Centre July 2005 - Present
Brow Diva May 2008 - October 2010
Brighton Securities January 2010 - April 2010
American Eagle Outfitters July 2007 - January 2008
Education
St. John Fisher College 2006 — 2010
Management, Foreign Languages
Bittner School of Business
Bachelor of Science degree, Management; Human Resources
Doodle Bugs! Children's Centers August 2010 - Present
ESL Sports Centre July 2005 - Present
Brow Diva May 2008 - October 2010
Brighton Securities January 2010 - April 2010
American Eagle Outfitters July 2007 - January 2008
Education
St. John Fisher College 2006 — 2010
Management, Foreign Languages
Bittner School of Business
Bachelor of Science degree, Management; Human Resources
Danielle Wilkins's Brighton Securities Experience December 2013 - Present
Job Chief Administrative Officer at Brighton Securities
Industry Financial Services
Experience
Brighton Securities December 2013 - Present
Brighton Securities November 2010 - Present
Brighton Securities March 2000 - March 2010
Brighton Securities 2010 - 2010
Skills
Retirement Planning, Investments, 401k, Mutual Funds, Series 63, Wealth Management, Series 7, Securities, Strategic Financial..., Estate Planning, Strategic Planning
Education
State University of New York College at Brockport 1992 — 1997
BA, Psychology
Brighton Securities December 2013 - Present
Brighton Securities November 2010 - Present
Brighton Securities March 2000 - March 2010
Brighton Securities 2010 - 2010
Skills
Retirement Planning, Investments, 401k, Mutual Funds, Series 63, Wealth Management, Series 7, Securities, Strategic Financial..., Estate Planning, Strategic Planning
Education
State University of New York College at Brockport 1992 — 1997
BA, Psychology
Caroline Hill, MBA's Brighton Securities Experience February 2014 - Present
Job Financial Advisor at Brighton Securities
Industry Financial Services
Experience
Brighton Securities February 2014 - Present
Xerox August 2013 - February 2014
Xerox November 2012 - August 2013
Xerox June 2010 - November 2012
Xerox May 2009 - August 2009
Xerox June 2008 - August 2008
Skills
Customer Relations, Consultative Selling, Customer Service, Negotiation, Word, Excel, Voice Talent, Solution Selling, Microsoft Word, Microsoft Excel, Selling, Salesforce.com, Leadership, Sales, Sales Management, Managed Print Services, Document Management, Direct Sales, New Business Development, Cold Calling, Sales Operations, Lead Generation, Team Building, Contract Negotiation, CRM, Process Improvement, Vendor Management, Strategic Planning, Sales Process, Product Launch, Customer Satisfaction, Business Development, Market Research, Sales Presentations, B2B, Account Management, Marketing, SaaS, Managed Services, Key Account Management, Social Media, Voice Acting, Product Marketing, P&L Management, Professional Services, Strategic Partnerships, Team Leadership, Outsourcing, Channel Partners
Education
The University of Akron 2010 — 2013
MBA
Saint Lawrence University 2006 — 2010
B.A.
East China Normal University 2009 — 2009
Allendale Columbia School 1998 — 2006
High School Graduation
Brighton Securities February 2014 - Present
Xerox August 2013 - February 2014
Xerox November 2012 - August 2013
Xerox June 2010 - November 2012
Xerox May 2009 - August 2009
Xerox June 2008 - August 2008
Skills
Customer Relations, Consultative Selling, Customer Service, Negotiation, Word, Excel, Voice Talent, Solution Selling, Microsoft Word, Microsoft Excel, Selling, Salesforce.com, Leadership, Sales, Sales Management, Managed Print Services, Document Management, Direct Sales, New Business Development, Cold Calling, Sales Operations, Lead Generation, Team Building, Contract Negotiation, CRM, Process Improvement, Vendor Management, Strategic Planning, Sales Process, Product Launch, Customer Satisfaction, Business Development, Market Research, Sales Presentations, B2B, Account Management, Marketing, SaaS, Managed Services, Key Account Management, Social Media, Voice Acting, Product Marketing, P&L Management, Professional Services, Strategic Partnerships, Team Leadership, Outsourcing, Channel Partners
Education
The University of Akron 2010 — 2013
MBA
Saint Lawrence University 2006 — 2010
B.A.
East China Normal University 2009 — 2009
Allendale Columbia School 1998 — 2006
High School Graduation
Doug Hendee's Brighton Securities Experience March 2010 - Present
Job CFP Chief Sales Officer at Brighton Securities
Industry Financial Services
Experience
Brighton Securities March 2010 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Wealth Management, Estate Planning, Mutual Funds, Financial Planning, Fixed Annuities, Series 63, Portfolio Management, IRAs, Sales, Securities, Series 7, Financial Analysis
Education
Miami University 1982 — 1986
Bachelor of Arts (B.A.)
Brighton Securities March 2010 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Wealth Management, Estate Planning, Mutual Funds, Financial Planning, Fixed Annuities, Series 63, Portfolio Management, IRAs, Sales, Securities, Series 7, Financial Analysis
Education
Miami University 1982 — 1986
Bachelor of Arts (B.A.)
Margaret Carter's Brighton Securities Experience February 2009 - April 2014
Job Tax Specialist
Industry Financial Services
Experience
Gray Locey, CPA P.C. January 2015 - Present
Brighton Securities February 2009 - April 2014
Skills
Tax Preparation, Income Tax, Tax, Retirement Planning, Bookkeeping, Financial Reporting, General Ledger, Strategic Financial..., Financial Analysis, QuickBooks, Accounting, Retirement, Auditing, Cash Flow, Estate Planning, Estate Tax Planning, Financial Planning
Education
Corning Community College 1981 — 1983
AAS Paralegal Science
Saint John Fisher College
Tax Courses
Gray Locey, CPA P.C. January 2015 - Present
Brighton Securities February 2009 - April 2014
Skills
Tax Preparation, Income Tax, Tax, Retirement Planning, Bookkeeping, Financial Reporting, General Ledger, Strategic Financial..., Financial Analysis, QuickBooks, Accounting, Retirement, Auditing, Cash Flow, Estate Planning, Estate Tax Planning, Financial Planning
Education
Corning Community College 1981 — 1983
AAS Paralegal Science
Saint John Fisher College
Tax Courses
Andrew Houston's Brighton Securities Experience September 2011 - December 2011
Job Wealth Strategy, Keystone Capital Partners Group
Industry Investment Management
Experience
Keystone Capital Partners Group February 2014 - Present
Manning & Napier Advisors March 2012 - October 2013
Brighton Securities September 2011 - December 2011
Achieve Beyond July 2011 - August 2011
Achieve Beyond May 2011 - June 2011
Skills
Microsoft Excel, Strategic Planning, Financial Modeling, Analysis, Business Planning, Defined Contribution, 401k, Defined Benefit, Exit Planning, Investment Management, Financial Analysis, Accounting, Financial Reporting, Market Research, Access, Marketing Strategy, Finance, Capital Markets, Portfolio Management
Education
State University of New York College at Geneseo
Bachelor of Science (BS), Business Administration and Management, General
Keystone Capital Partners Group February 2014 - Present
Manning & Napier Advisors March 2012 - October 2013
Brighton Securities September 2011 - December 2011
Achieve Beyond July 2011 - August 2011
Achieve Beyond May 2011 - June 2011
Skills
Microsoft Excel, Strategic Planning, Financial Modeling, Analysis, Business Planning, Defined Contribution, 401k, Defined Benefit, Exit Planning, Investment Management, Financial Analysis, Accounting, Financial Reporting, Market Research, Access, Marketing Strategy, Finance, Capital Markets, Portfolio Management
Education
State University of New York College at Geneseo
Bachelor of Science (BS), Business Administration and Management, General