Cadaret Grant
Industry: Company
DescriptionParent organization: Atria Wealth Solutions, Inc. Subsidiary: Cadaret Grant & Co Inc, Asset Management Arm
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Cadaret Grant Employees
Employee
Years
Job
Industry
Charlie McKelvey Charlie McKelvey's Cadaret Grant Experience 2012 - Present
Job Financial Advisor at Financial Sources Inc.
Industry Financial Services
Experience
Financial Sources, Inc. 2012 - Present
Cadaret Grant 2012 - Present
Park Avenue Securities 2006 - 2011
The Guardian Life Insurance Company of America 1993 - 2006
Skills
Retirement Planning, Variable Annuities, Fixed Annuities, Mutual Funds, Investment Advisory..., Wealth Management, Life Insurance, Strategic Financial..., Charitable Planning, Estate Planning, College Savings Plans, Municipal Bonds, Securities, Series 4, Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65
Education
Muhlenberg College 1997 — 2000
Bachelor's Degree, Business Management, 3.74
DeSales University 1996 — 1997
Business Management
Lehigh Carbon Community College 1995 — 1995
Business Management
Whitehall High School 1988 — 1991
Business Prep
Financial Sources, Inc. 2012 - Present
Cadaret Grant 2012 - Present
Park Avenue Securities 2006 - 2011
The Guardian Life Insurance Company of America 1993 - 2006
Skills
Retirement Planning, Variable Annuities, Fixed Annuities, Mutual Funds, Investment Advisory..., Wealth Management, Life Insurance, Strategic Financial..., Charitable Planning, Estate Planning, College Savings Plans, Municipal Bonds, Securities, Series 4, Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65
Education
Muhlenberg College 1997 — 2000
Bachelor's Degree, Business Management, 3.74
DeSales University 1996 — 1997
Business Management
Lehigh Carbon Community College 1995 — 1995
Business Management
Whitehall High School 1988 — 1991
Business Prep
Candy Goodwin, CLTC Candy Goodwin, CLTC's Cadaret Grant Experience July 2011 - June 2012
Job Client Relations Manager at Vernick Financial Planning
Industry Insurance
Experience
Vernick Financial Planning June 2012 - Present
Vernick Financial Planning July 2011 - June 2012
Cadaret Grant July 2011 - June 2012
NC Goodwin January 2011 - July 2011
Genworth Financial March 2007 - January 2011
Education
Hollins University 1964 — 1968
B.A., Philosophy
Vernick Financial Planning June 2012 - Present
Vernick Financial Planning July 2011 - June 2012
Cadaret Grant July 2011 - June 2012
NC Goodwin January 2011 - July 2011
Genworth Financial March 2007 - January 2011
Education
Hollins University 1964 — 1968
B.A., Philosophy
Michelle M. Arnold Michelle M. Arnold's Cadaret Grant Experience December 2005 - August 2009
Job USU Environment and Society Teaching Assistant
Industry Renewables & Environment
Experience
Utah State University August 2012 - Present
State University of New York College of Environmental Science and Forestry July 2011 - Present
Alpha Phi International Fraternity November 2010 - July 2012
Cadaret Grant December 2005 - August 2009
Skills
Research, Grant Writing, Public Speaking, Community Outreach, Environmental Science, Sustainability, Analysis, Microsoft Excel, Microsoft Word, Fortran 95, Operating Budgets
Education
Utah State University 2012 — 2017
P.h.D., Human Dimensions of Ecosystem Science and Management
State University of New York College of Environmental Sciences and Forestry 2005 — 2011
B.S., Conservation Biology
Utah State University August 2012 - Present
State University of New York College of Environmental Science and Forestry July 2011 - Present
Alpha Phi International Fraternity November 2010 - July 2012
Cadaret Grant December 2005 - August 2009
Skills
Research, Grant Writing, Public Speaking, Community Outreach, Environmental Science, Sustainability, Analysis, Microsoft Excel, Microsoft Word, Fortran 95, Operating Budgets
Education
Utah State University 2012 — 2017
P.h.D., Human Dimensions of Ecosystem Science and Management
State University of New York College of Environmental Sciences and Forestry 2005 — 2011
B.S., Conservation Biology
Mack Courter, CFP® Mack Courter, CFP®'s Cadaret Grant Experience August 2005 - August 2009
Job CFP®, Principal at Courter Financial, LLC
Industry Financial Services
Experience
Courter Financial, LLC August 2009 - Present
Cadaret Grant August 2005 - August 2009
Ameriprise Financial June 2001 - July 2005
Courter Financial Services June 1999 - June 2001
Skills
Holistic Financial..., Wealth Management, Strategic Financial..., Retirement Planning, Wealth Management..., Wealth Accumulation, Financial Advisory, Retirement, Insurance, Investments, Investment Management, College Education..., Insurance Planning, Risk Management, Asset Protection, Estate Planning, Asset Management, Personal Tax Planning, Tax Reduction, Stocks, Bonds, Equities, Fixed Annuities
Education
The American College
Courter Financial, LLC August 2009 - Present
Cadaret Grant August 2005 - August 2009
Ameriprise Financial June 2001 - July 2005
Courter Financial Services June 1999 - June 2001
Skills
Holistic Financial..., Wealth Management, Strategic Financial..., Retirement Planning, Wealth Management..., Wealth Accumulation, Financial Advisory, Retirement, Insurance, Investments, Investment Management, College Education..., Insurance Planning, Risk Management, Asset Protection, Estate Planning, Asset Management, Personal Tax Planning, Tax Reduction, Stocks, Bonds, Equities, Fixed Annuities
Education
The American College
Robert Harclerode Robert Harclerode's Cadaret Grant Experience July 1987 - Present
Job Financial Advisor at Masterworks Fiscal Advisors
Industry Financial Services
Experience
Masterworks Fiscal Advisors, LLC August 2011 - Present
Cadaret Grant July 1987 - Present
Stonebridge Capital Management November 1992 - July 2011
The Guardian Life Insurance Company of America 1987 - 1992
Massachuttets Life Insurance Co. 1983 - 1987
CIGNA (Connecticut General) 1981 - 1983
Education
Millersville University of Pennsylvania 1973 — 1975
Bachelor of Science (BS), Trade and Industrial Teacher Education
University of Pittsburgh 1966 — 1967
No degree, Liberal Arts and Sciences/Liberal Studies
Masterworks Fiscal Advisors, LLC August 2011 - Present
Cadaret Grant July 1987 - Present
Stonebridge Capital Management November 1992 - July 2011
The Guardian Life Insurance Company of America 1987 - 1992
Massachuttets Life Insurance Co. 1983 - 1987
CIGNA (Connecticut General) 1981 - 1983
Education
Millersville University of Pennsylvania 1973 — 1975
Bachelor of Science (BS), Trade and Industrial Teacher Education
University of Pittsburgh 1966 — 1967
No degree, Liberal Arts and Sciences/Liberal Studies
Elizabeth Rhode's Cadaret Grant Experience June 2013 - December 2014
Job Financial Analyst at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin December 2014 - Present
Cadaret Grant June 2013 - December 2014
Cadaret Grant May 2012 - April 2013
Le Moyne College August 2011 - May 2012
Corning Credit Union May 2011 - January 2012
Le Moyne College January 2011 - May 2011
ClearMomentum May 2010 - July 2010
Penn Yan Tennis Clinic July 2009 - August 2009
Esperanza Mansion May 2009 - August 2009
Lake Street Plaza Theatres July 2006 - August 2008
Skills
Access, Word, Excel, Prezi Presentation Tool, PowerPoint, Fundraising, Time Management, Microsoft Office, Public Speaking, Customer Service, Research, Teamwork
Education
Le Moyne College 2008 — 2012
BS, Finance and Applied Management Analysis
Ipag Business School 2010 — 2010
Business
Penn Yan AcademyAdvanced Regents 2004 — 2008
Diploma, Finance and French
Lockheed Martin December 2014 - Present
Cadaret Grant June 2013 - December 2014
Cadaret Grant May 2012 - April 2013
Le Moyne College August 2011 - May 2012
Corning Credit Union May 2011 - January 2012
Le Moyne College January 2011 - May 2011
ClearMomentum May 2010 - July 2010
Penn Yan Tennis Clinic July 2009 - August 2009
Esperanza Mansion May 2009 - August 2009
Lake Street Plaza Theatres July 2006 - August 2008
Skills
Access, Word, Excel, Prezi Presentation Tool, PowerPoint, Fundraising, Time Management, Microsoft Office, Public Speaking, Customer Service, Research, Teamwork
Education
Le Moyne College 2008 — 2012
BS, Finance and Applied Management Analysis
Ipag Business School 2010 — 2010
Business
Penn Yan AcademyAdvanced Regents 2004 — 2008
Diploma, Finance and French
Mark Vernick, CFP®'s Cadaret Grant Experience March 1995 - Present
Job Vernick Financial Planning
Industry Investment Management
Experience
Vernick Financial Planning 1995 - Present
Cadaret Grant March 1995 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Financial Advisory, Finance, Wealth Management, Financial Analysis, Wealth, Financial Planners, Small Business, Securities, Risk Management, Insurance, Asset Protection, Financial Planning, Trusts, Long-term Care, Series 7, Life Insurance, Fixed Annuities, Bonds, Retirement, Series 63, IRAs, Asset Management, Investment Advisory, Portfolio Management, ETFs, Term Life Insurance, Certified Financial..., Investment Management, 401k, High Net Worth..., Estate Tax Planning, Asset Allocation, Investment Strategies
Education
Eckerd College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business
Vernick Financial Planning 1995 - Present
Cadaret Grant March 1995 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Financial Advisory, Finance, Wealth Management, Financial Analysis, Wealth, Financial Planners, Small Business, Securities, Risk Management, Insurance, Asset Protection, Financial Planning, Trusts, Long-term Care, Series 7, Life Insurance, Fixed Annuities, Bonds, Retirement, Series 63, IRAs, Asset Management, Investment Advisory, Portfolio Management, ETFs, Term Life Insurance, Certified Financial..., Investment Management, 401k, High Net Worth..., Estate Tax Planning, Asset Allocation, Investment Strategies
Education
Eckerd College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business
Nicole Laravia Nicole Laravia's Cadaret Grant Experience September 2007 - Present
Job Investment Advisor Representative at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant September 2007 - Present
Susquehanna International Group, LLP (SIG) April 1997 - May 2006
Skills
Securities, Investments, Options, Fixed Income, Trading, Equities, Series 7, Financial Advisory, Asset Management, Trading Systems
Education
Smith College 1990 — 1994
Bachelor of Arts (BA), Economics
Smith College
Economics
Cadaret Grant September 2007 - Present
Susquehanna International Group, LLP (SIG) April 1997 - May 2006
Skills
Securities, Investments, Options, Fixed Income, Trading, Equities, Series 7, Financial Advisory, Asset Management, Trading Systems
Education
Smith College 1990 — 1994
Bachelor of Arts (BA), Economics
Smith College
Economics
Maria (Lake) Lenway Maria (Lake) Lenway's Cadaret Grant Experience December 2007 - Present
Job Senior Billing Processor at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant December 2007 - Present
United Way of Central New York August 2001 - December 2007
Skills
Invoicing, Accounts Receivable, Accounting, Spreadsheets, Journal Entries, Finance, Microsoft Office, Financial Reporting, PowerPoint, Process Improvement
Education
Columbia College
Bachelor of Business Administration (BBA), Management/Human Resource Management, 3.97
SUNY Jefferson, Watertown, NY 1994 — 1996
Associate's degree, Office Technology
Cadaret Grant December 2007 - Present
United Way of Central New York August 2001 - December 2007
Skills
Invoicing, Accounts Receivable, Accounting, Spreadsheets, Journal Entries, Finance, Microsoft Office, Financial Reporting, PowerPoint, Process Improvement
Education
Columbia College
Bachelor of Business Administration (BBA), Management/Human Resource Management, 3.97
SUNY Jefferson, Watertown, NY 1994 — 1996
Associate's degree, Office Technology
Michael J. Godfrey,CFP® Michael J. Godfrey,CFP®'s Cadaret Grant Experience May 2013 - Present
Job Vice President, Progressive Financial Planning Services,Inc.
Industry Financial Services
Experience
Cadaret Grant May 2013 - Present
Progressive Financial Planning Services, Inc. May 1998 - Present
Skills
Certified Financial..., Strategic Financial..., Retirement Planning, Estate Planning, Financial Analysis, Investments, Strategy, Cash Flow, Strategic Planning, Budgets, Disability Insurance, Financial Planning, Small Business, Tax, Budgeting, Health, Retirement, Series 24, Series 7, Series 6, Series 63, Finance, Asset Management, Investment Advisory, Securities, Financial Planners, Long-term Care, Elder Care, Alternative Investments
Education
College for Financial Planning 1996 — 1998
Saint John's University 1991 — 1994
M.B.A.
State University of New York at Albany 1986 — 1989
B.A.
Cadaret Grant May 2013 - Present
Progressive Financial Planning Services, Inc. May 1998 - Present
Skills
Certified Financial..., Strategic Financial..., Retirement Planning, Estate Planning, Financial Analysis, Investments, Strategy, Cash Flow, Strategic Planning, Budgets, Disability Insurance, Financial Planning, Small Business, Tax, Budgeting, Health, Retirement, Series 24, Series 7, Series 6, Series 63, Finance, Asset Management, Investment Advisory, Securities, Financial Planners, Long-term Care, Elder Care, Alternative Investments
Education
College for Financial Planning 1996 — 1998
Saint John's University 1991 — 1994
M.B.A.
State University of New York at Albany 1986 — 1989
B.A.
Chris Belna's Cadaret Grant Experience October 2006 - October 2008
Job President, A La Carte Business Services
Industry Management Consulting
Experience
A La Carte Business Services July 2010 - Present
Syracuse Area Construction Company October 2008 - April 2010
Cadaret Grant October 2006 - October 2008
Newman Ladd Capital, Inc.; Newman Ladd Capital Advisors 1996 - October 2006
Skills
Small Business, Financial Accounting, Office Management, Bookkeeping, Staff Training, Business Planning, Cost Control, Documentation, Analysis, Microsoft Office, Auditing, Accounting, Budgeting, Word, Quickbooks, Problem Solving, Excel, Windows, Administration, Accounts Payable, Accounts Receivable, Business Analysis, Preparation, Business Strategy, Start-ups, Supervisory Skills, Entrepreneur, Business Management, PowerPoint, Outlook, Financial Reporting, Payroll, Operations Management, Employee Relations, New Business Development, Access, Project Planning, Public Speaking, Training, Leadership, Management, Microsoft Excel, QuickBooks, Team Building, Leadership Development, Customer Service, Time Management, Insurance, Nonprofits, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2010
Entrepreneur Boot Camp
Fashion Institute of Technology 1986 — 1988
Business & Fashion
A La Carte Business Services July 2010 - Present
Syracuse Area Construction Company October 2008 - April 2010
Cadaret Grant October 2006 - October 2008
Newman Ladd Capital, Inc.; Newman Ladd Capital Advisors 1996 - October 2006
Skills
Small Business, Financial Accounting, Office Management, Bookkeeping, Staff Training, Business Planning, Cost Control, Documentation, Analysis, Microsoft Office, Auditing, Accounting, Budgeting, Word, Quickbooks, Problem Solving, Excel, Windows, Administration, Accounts Payable, Accounts Receivable, Business Analysis, Preparation, Business Strategy, Start-ups, Supervisory Skills, Entrepreneur, Business Management, PowerPoint, Outlook, Financial Reporting, Payroll, Operations Management, Employee Relations, New Business Development, Access, Project Planning, Public Speaking, Training, Leadership, Management, Microsoft Excel, QuickBooks, Team Building, Leadership Development, Customer Service, Time Management, Insurance, Nonprofits, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2010
Entrepreneur Boot Camp
Fashion Institute of Technology 1986 — 1988
Business & Fashion
Matthew Jacob, CFP, EA, CSA Matthew Jacob, CFP, EA, CSA's Cadaret Grant Experience December 1992 - January 2012
Job Partner at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Wealth Management and Tax Strategies, LLC January 2012 - Present
Jacob and Jacob Asset Management 1987 - Present
Liverpool High School March 1994 - April 2015
Cadaret Grant December 1992 - January 2012
Solvay Bank July 2006 - August 2011
Skills
Retirement Planning, Tax Advisory, Investment Advisory, Insurance, Strategic Financial..., Strategic Partnerships, 401k, Asset Allocation, Estate Planning, Financial Advisory, Fixed Annuities, Investments, IRAs, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Retirement, Securities, Series 63, Series 7, Small Business, Wealth Management, Financial Planning
Education
Niagara University 1980 — 1984
B.S., Management and Finance
College of Financial Planning
Certified Financial Planner
Pinnacle Wealth Management and Tax Strategies, LLC January 2012 - Present
Jacob and Jacob Asset Management 1987 - Present
Liverpool High School March 1994 - April 2015
Cadaret Grant December 1992 - January 2012
Solvay Bank July 2006 - August 2011
Skills
Retirement Planning, Tax Advisory, Investment Advisory, Insurance, Strategic Financial..., Strategic Partnerships, 401k, Asset Allocation, Estate Planning, Financial Advisory, Fixed Annuities, Investments, IRAs, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Retirement, Securities, Series 63, Series 7, Small Business, Wealth Management, Financial Planning
Education
Niagara University 1980 — 1984
B.S., Management and Finance
College of Financial Planning
Certified Financial Planner
Lea Nordhaus Lea Nordhaus's Cadaret Grant Experience August 2001 - September 2002
Job Associate Director, Regional Cabinet and Campaign Coordination at University of Rochester
Industry Higher Education
Experience
University of Rochester September 2014 - Present
University of Rochester October 2011 - September 2014
The McGraw Hill Companies August 2008 - August 2011
Altreya Consulting October 2002 - July 2008
Cadaret Grant August 2001 - September 2002
Skills
Project Management, Cross-functional Team..., Strategy, Leadership, Process Improvement, Project Planning, Team Leadership, Business Process, Analysis, SharePoint, Six Sigma, Strategic Planning, Business Communications, Budgets, Certified Project..., Volunteer Management, Project Execution, Event Planning, Event Management
Education
University of Rochester 1997 — 2001
BA, Economics
University of Rochester September 2014 - Present
University of Rochester October 2011 - September 2014
The McGraw Hill Companies August 2008 - August 2011
Altreya Consulting October 2002 - July 2008
Cadaret Grant August 2001 - September 2002
Skills
Project Management, Cross-functional Team..., Strategy, Leadership, Process Improvement, Project Planning, Team Leadership, Business Process, Analysis, SharePoint, Six Sigma, Strategic Planning, Business Communications, Budgets, Certified Project..., Volunteer Management, Project Execution, Event Planning, Event Management
Education
University of Rochester 1997 — 2001
BA, Economics
Amy Usa Amy Usa's Cadaret Grant Experience 1997 - 2000
Job Real Estate Agent at Realty USA
Industry Real Estate
Experience
Realty USA September 2000 - Present
Camillus 2005 - 2010
Cadaret Grant 1997 - 2000
Skills
Relocation, New Home Sales, Single Family Homes, Listings, Townhomes, ABR, Green, Buyers, Referrals, Property, Short Sales, Condos, Real Estate, Real Property
Education
Onondaga Community College 1991 — 1993
Associate of Science (A.S.), Criminal Justice and Corrections
Realty USA September 2000 - Present
Camillus 2005 - 2010
Cadaret Grant 1997 - 2000
Skills
Relocation, New Home Sales, Single Family Homes, Listings, Townhomes, ABR, Green, Buyers, Referrals, Property, Short Sales, Condos, Real Estate, Real Property
Education
Onondaga Community College 1991 — 1993
Associate of Science (A.S.), Criminal Justice and Corrections
Diana Antuna Diana Antuna's Cadaret Grant Experience August 2004 - March 2005
Job Onboarding Project Manager at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX May 2013 - Present
Thomson Reuters August 2007 - May 2013
UBS March 2005 - July 2007
Cadaret Grant August 2004 - March 2005
Skills
Research, Investments, Customer Relations, Team Leadership, Customer Service, CRM, Business Development, Strategic Planning, Management, Sales, Strategy, Project Management, Marketing, Finance, Salesforce.com
Education
State University of New York College at Geneseo 1999 — 2003
Bachelor, Business Administration
NASDAQ OMX May 2013 - Present
Thomson Reuters August 2007 - May 2013
UBS March 2005 - July 2007
Cadaret Grant August 2004 - March 2005
Skills
Research, Investments, Customer Relations, Team Leadership, Customer Service, CRM, Business Development, Strategic Planning, Management, Sales, Strategy, Project Management, Marketing, Finance, Salesforce.com
Education
State University of New York College at Geneseo 1999 — 2003
Bachelor, Business Administration
Robert Sundermann Robert Sundermann's Cadaret Grant Experience January 1998 - Present
Job Investment Representative at Cadaret Grant
Industry Investment Management
Experience
Cadaret Grant January 1998 - Present
IBM 1981 - Present
Skills
Process Improvement, Risk Management, Strategic Financial..., Strategic Planning, Asset Managment, Microsoft Excel, Microsoft Office, Financial Analysis, Investments, Business Strategy, Microsoft Word, Budgets, Team Leadership, Team Building, Business Analysis, Outlook, Customer Service, Project Management, PowerPoint, CRM, Management
Education
Elmira College
BS, Business
Cadaret Grant January 1998 - Present
IBM 1981 - Present
Skills
Process Improvement, Risk Management, Strategic Financial..., Strategic Planning, Asset Managment, Microsoft Excel, Microsoft Office, Financial Analysis, Investments, Business Strategy, Microsoft Word, Budgets, Team Leadership, Team Building, Business Analysis, Outlook, Customer Service, Project Management, PowerPoint, CRM, Management
Education
Elmira College
BS, Business
Larry Manning, CFA Larry Manning, CFA's Cadaret Grant Experience April 1988 - December 1998
Job SVP, Portfolio Manager & Chair Endowment Investment Committee at Boston Advisors, LLC
Industry Investment Management
Experience
Boston Advisors, LLC January 2002 - Present
Babson-United Investment Advisors 1999 - 2002
Cadaret Grant April 1988 - December 1998
John Magee, Inc. November 1983 - March 1988
Skills
Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Managment, Portfolio Management, Equities, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
Master of Science in Finance
Saint Anselm College 1979 — 1983
Bachelor Arts, Business & Economics
Boston Advisors, LLC January 2002 - Present
Babson-United Investment Advisors 1999 - 2002
Cadaret Grant April 1988 - December 1998
John Magee, Inc. November 1983 - March 1988
Skills
Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Managment, Portfolio Management, Equities, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
Master of Science in Finance
Saint Anselm College 1979 — 1983
Bachelor Arts, Business & Economics
Gabrielle R. Lake Gabrielle R. Lake's Cadaret Grant Experience December 2014 - Present
Job Marketing Coordinator at Cadaret Grant
Industry Public Relations and Communications
Experience
Cadaret Grant December 2014 - Present
National Abolition Hall of Fame & Museum May 2014 - August 2014
SUNY Oneonta January 2013 - May 2014
Morrisville State College May 2012 - January 2014
Skills
Public Speaking, Team Building, Leadership, Customer Service, Classroom, Apparel, Food & Beverage, Microsoft Word, Microsoft Office, Organization, PowerPoint, Student Leadership, Event Planning, Social Networking, Time Management, Teamwork, Facebook, Social Media, Microsoft Excel, Research, Higher Education, Data Entry, Blogging, Fundraising, Critical Thinking
Education
SUNY Oneonta 2011 — 2014
Bachelor of Science (B.S.), Communication and Media Studies
Cadaret Grant December 2014 - Present
National Abolition Hall of Fame & Museum May 2014 - August 2014
SUNY Oneonta January 2013 - May 2014
Morrisville State College May 2012 - January 2014
Skills
Public Speaking, Team Building, Leadership, Customer Service, Classroom, Apparel, Food & Beverage, Microsoft Word, Microsoft Office, Organization, PowerPoint, Student Leadership, Event Planning, Social Networking, Time Management, Teamwork, Facebook, Social Media, Microsoft Excel, Research, Higher Education, Data Entry, Blogging, Fundraising, Critical Thinking
Education
SUNY Oneonta 2011 — 2014
Bachelor of Science (B.S.), Communication and Media Studies
Marcin Szot Marcin Szot's Cadaret Grant Experience September 2013 - Present
Job Reporting Analyst
Industry Information Services
Experience
Cadaret Grant September 2013 - Present
Syracuse University November 2008 - September 2013
SUNY Upstate Medical University November 2007 - July 2008
Excellus BCBS June 2005 - September 2006
Syracuse University September 2003 - June 2005
Syracuse Housing Authority September 2002 - May 2003
Skills
HTML, Visio, Data Analysis, SQL, ASP, SAS, Oracle, Microsoft SQL Server, Access, SPSS, CSS, JavaScript, Project Management, Research, RACF, Social Media, Microsoft Office, PHP
Education
Syracuse University 2009 — 2011
Master of Science (MS), Information Management
Syracuse University 2002 — 2007
Bachelor of Science (BS), Information Management & Technology, Psychology
Cadaret Grant September 2013 - Present
Syracuse University November 2008 - September 2013
SUNY Upstate Medical University November 2007 - July 2008
Excellus BCBS June 2005 - September 2006
Syracuse University September 2003 - June 2005
Syracuse Housing Authority September 2002 - May 2003
Skills
HTML, Visio, Data Analysis, SQL, ASP, SAS, Oracle, Microsoft SQL Server, Access, SPSS, CSS, JavaScript, Project Management, Research, RACF, Social Media, Microsoft Office, PHP
Education
Syracuse University 2009 — 2011
Master of Science (MS), Information Management
Syracuse University 2002 — 2007
Bachelor of Science (BS), Information Management & Technology, Psychology
Brandon Mallette, CFA Brandon Mallette, CFA's Cadaret Grant Experience December 2005 - November 2006
Job Associate, Leveraged Finance group at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
Lord Abbett October 2010 - August 2012
Lord Abbett November 2006 - October 2010
Cadaret Grant December 2005 - November 2006
AXA Equitable May 2004 - December 2005
Skills
Series 7, Series 65, Series 24, Series 79, Series 63
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Investment Banking, GPA: 3.7
Ithaca College 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance & Marketing, GPA: 3.6, Cum Laude
J.P. Morgan July 2014 - Present
Lord Abbett October 2010 - August 2012
Lord Abbett November 2006 - October 2010
Cadaret Grant December 2005 - November 2006
AXA Equitable May 2004 - December 2005
Skills
Series 7, Series 65, Series 24, Series 79, Series 63
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Investment Banking, GPA: 3.7
Ithaca College 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance & Marketing, GPA: 3.6, Cum Laude
Paul Rubacka, CFP®, CLU®, ChFC® Paul Rubacka, CFP®, CLU®, ChFC®'s Cadaret Grant Experience January 2007 - June 2008
Job CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
CUNA Mutual Group May 2013 - Present
Northwestern Mutual Financial Network April 2009 - November 2012
Merrill Lynch July 2008 - January 2009
Cadaret Grant January 2007 - June 2008
Cadaret Grant August 2005 - December 2006
Cadaret Grant January 2002 - July 2005
Standard & Poor's Fund Services September 1997 - November 2001
Skills
Wealth Management, Retirement Planning, Financial Analysis, Client Development, Investor Relations, Public Speaking, Strategic Financial..., Asset Allocation, Investments, Mutual Funds, ETFs, Stocks, Bonds, Variable Annuities, Variable Life, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Personal Budgeting, High Net Worth..., Social Security, Medicare, Series 7, Series 66, Series 63, NY State Life and..., GoToMeeting, Salesforce.com, Pareto Platform CRM, Albridge Solutions..., NaviPlan Platform for..., Monte Carlo Simulation, Morningstar Workstation, Microsoft Office, 401k Rollovers, IRAs, Retirement Benefits, Employee Benefits, Executive Compensation..., Retirement Plan..., Financial Planning, Financial Advisory
Education
Excelsior College
Bachelor of Science, Liberal Arts
Northeastern University 1984 — 1987
CUNA Mutual Group May 2013 - Present
Northwestern Mutual Financial Network April 2009 - November 2012
Merrill Lynch July 2008 - January 2009
Cadaret Grant January 2007 - June 2008
Cadaret Grant August 2005 - December 2006
Cadaret Grant January 2002 - July 2005
Standard & Poor's Fund Services September 1997 - November 2001
Skills
Wealth Management, Retirement Planning, Financial Analysis, Client Development, Investor Relations, Public Speaking, Strategic Financial..., Asset Allocation, Investments, Mutual Funds, ETFs, Stocks, Bonds, Variable Annuities, Variable Life, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Personal Budgeting, High Net Worth..., Social Security, Medicare, Series 7, Series 66, Series 63, NY State Life and..., GoToMeeting, Salesforce.com, Pareto Platform CRM, Albridge Solutions..., NaviPlan Platform for..., Monte Carlo Simulation, Morningstar Workstation, Microsoft Office, 401k Rollovers, IRAs, Retirement Benefits, Employee Benefits, Executive Compensation..., Retirement Plan..., Financial Planning, Financial Advisory
Education
Excelsior College
Bachelor of Science, Liberal Arts
Northeastern University 1984 — 1987
Peter Reikes Peter Reikes's Cadaret Grant Experience January 2013 - Present
Job Service Representative at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant January 2013 - Present
Bank of New York Mellon August 2003 - March 2007
Skills
Series 7, Mutual Funds, Series 6
Education
Rochester Institute of Technology 1983 — 1987
BS, Business Administration
Cadaret Grant January 2013 - Present
Bank of New York Mellon August 2003 - March 2007
Skills
Series 7, Mutual Funds, Series 6
Education
Rochester Institute of Technology 1983 — 1987
BS, Business Administration
Michelle Werth Michelle Werth's Cadaret Grant Experience April 2010 - July 2014
Job Senior Relationship Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments July 2014 - Present
Cadaret Grant April 2010 - July 2014
American Century Investments January 2004 - January 2009
American Century Investments January 2000 - December 2003
American Century Investments March 1998 - January 2000
Skills
FUSION Presentation, Mutual Funds, Client Relations, New Business Development, Innovative Marketing, Product Management, Exemplary Client...
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B.A.)
Cohasset High School
Putnam Investments July 2014 - Present
Cadaret Grant April 2010 - July 2014
American Century Investments January 2004 - January 2009
American Century Investments January 2000 - December 2003
American Century Investments March 1998 - January 2000
Skills
FUSION Presentation, Mutual Funds, Client Relations, New Business Development, Innovative Marketing, Product Management, Exemplary Client...
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B.A.)
Cohasset High School
E. J. Long E. J. Long's Cadaret Grant Experience 1998 - Present
Job President Long Financial Group, Inc
Industry Financial Services
Experience
Long Financial Group January 1998 - Present
GMP Nutraceuticals, Inc. November 2009 - Present
Cadaret Grant 1998 - Present
United States Coast Guard 1988 - 2002
Meridan Bank September 1995 - December 1998
Putnam Investments January 1994 - August 1994
Skills
Wealth Management, Investments, Insurance, Finance, FINRA, Series 7, Financial Modeling, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Strategic Planning
Education
Penn State University 1990 — 1994
BS, Finance
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Long Financial Group January 1998 - Present
GMP Nutraceuticals, Inc. November 2009 - Present
Cadaret Grant 1998 - Present
United States Coast Guard 1988 - 2002
Meridan Bank September 1995 - December 1998
Putnam Investments January 1994 - August 1994
Skills
Wealth Management, Investments, Insurance, Finance, FINRA, Series 7, Financial Modeling, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Strategic Planning
Education
Penn State University 1990 — 1994
BS, Finance
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Gary Lucas, CCPS Gary Lucas, CCPS's Cadaret Grant Experience May 2009 - Present
Job Independent Financial Advisor, Specializing in Retirement Income and College Planning
Industry Financial Services
Experience
Cadaret Grant May 2009 - Present
Innovative College Planning May 2009 - Present
GWN Securities June 2001 - May 2009
Skills
401k Rollovers, Financial Services, IRAs, 401k, Roth IRA, Variable Annuities, SEP IRA, Simple IRA, Fixed Annuities, General Securities..., Life Insurance, Licensed Life Insurance..., Securities License
Education
Le Moyne College 1998 — 2001
Accounting
Cadaret Grant May 2009 - Present
Innovative College Planning May 2009 - Present
GWN Securities June 2001 - May 2009
Skills
401k Rollovers, Financial Services, IRAs, 401k, Roth IRA, Variable Annuities, SEP IRA, Simple IRA, Fixed Annuities, General Securities..., Life Insurance, Licensed Life Insurance..., Securities License
Education
Le Moyne College 1998 — 2001
Accounting
Jayne Stevens Jayne Stevens's Cadaret Grant Experience December 2006 - January 2010
Job NJ Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Be Well Therapeutic Massage 2012 - Present
Cortiva Institute October 2014 - Present
Body Balance Massage Therapy & Health Studio September 2014 - Present
Massage Envy Spa February 2013 - September 2014
Ariana Day Spa July 2012 - July 2013
Cadaret Grant December 2006 - January 2010
Bank of New York Mellon January 2006 - September 2006
Fred Alger & Co., Inc. February 1996 - December 2004
Seligman Data Corp October 1995 - February 1996
US Trust Company October 1989 - November 1994
Skills
Mutual Funds, Corporate Trust, Shareholder Services, Customer Service, Customer Satisfaction, Call Center, Call Center Development, Data Administration, Securities, Exchange Traded Funds, Unit Investment Trusts, Investor Services, World Class Customer..., Therapeutic Massage, Swedish Massage, Sports Massage, Neuromuscular Therapy, Deep Tissue Massage, Myofascial, Customer Service..., Customer Service..., ACD Management, VRS Support and..., Chair Massage, Performance Management, Performance Appraisal, Performance Measurement, Personnel Management, Staff Management, Coaching Staff, Swedish, Shareholder, Financial Services, ETFs, Call Centers, PNF, Management, Managerial Finance, Myofascial Release, Team Building, Training, Leadership, CRM, Risk Management, Bodywork, Trigger Point Therapy
Education
State University of New York College at Oswego 1982 — 1986
Cortiva Institute-New Jersey 2015 — 2015
Manual Lymph Drainage: Full Body Immune System Enhancement: 7 Hours Certificate of Completion
Education and Training Solutions 2014 — 2014
Prenatal Massage: Myth and Reality
Cortiva Institute-New Jersey 2014 — 2014
PNF: Increasing the Range of Motion in Clients
Cortiva Institute-New Jersey 2013 — 2013
Massage for Migraines
Cortiva Institute-New Jersey 2013 — 2013
Therapeutic Massage Using Hot & Cold Stones
Cortiva Institute-New Jersey 2012 — 2012
Licensed Massage Therapist
Be Well Therapeutic Massage 2012 - Present
Cortiva Institute October 2014 - Present
Body Balance Massage Therapy & Health Studio September 2014 - Present
Massage Envy Spa February 2013 - September 2014
Ariana Day Spa July 2012 - July 2013
Cadaret Grant December 2006 - January 2010
Bank of New York Mellon January 2006 - September 2006
Fred Alger & Co., Inc. February 1996 - December 2004
Seligman Data Corp October 1995 - February 1996
US Trust Company October 1989 - November 1994
Skills
Mutual Funds, Corporate Trust, Shareholder Services, Customer Service, Customer Satisfaction, Call Center, Call Center Development, Data Administration, Securities, Exchange Traded Funds, Unit Investment Trusts, Investor Services, World Class Customer..., Therapeutic Massage, Swedish Massage, Sports Massage, Neuromuscular Therapy, Deep Tissue Massage, Myofascial, Customer Service..., Customer Service..., ACD Management, VRS Support and..., Chair Massage, Performance Management, Performance Appraisal, Performance Measurement, Personnel Management, Staff Management, Coaching Staff, Swedish, Shareholder, Financial Services, ETFs, Call Centers, PNF, Management, Managerial Finance, Myofascial Release, Team Building, Training, Leadership, CRM, Risk Management, Bodywork, Trigger Point Therapy
Education
State University of New York College at Oswego 1982 — 1986
Cortiva Institute-New Jersey 2015 — 2015
Manual Lymph Drainage: Full Body Immune System Enhancement: 7 Hours Certificate of Completion
Education and Training Solutions 2014 — 2014
Prenatal Massage: Myth and Reality
Cortiva Institute-New Jersey 2014 — 2014
PNF: Increasing the Range of Motion in Clients
Cortiva Institute-New Jersey 2013 — 2013
Massage for Migraines
Cortiva Institute-New Jersey 2013 — 2013
Therapeutic Massage Using Hot & Cold Stones
Cortiva Institute-New Jersey 2012 — 2012
Licensed Massage Therapist
Caitlin Yaro's Cadaret Grant Experience October 2013 - Present
Job Managed Accounts Representative at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant October 2013 - Present
Home Appraisal Services, Inc. June 2009 - October 2013
New York Life Insurance Company August 2013 - September 2013
Wegmans Food Markets July 2007 - January 2013
Career Athletes August 2012 - December 2012
Skills
Office Application, Social Media, Social Media Marketing, Marketing Communications, Advertising, Microsoft Office, Social Networking, Highly personable, Teamwork, Management
Education
Le Moyne College 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Cadaret Grant October 2013 - Present
Home Appraisal Services, Inc. June 2009 - October 2013
New York Life Insurance Company August 2013 - September 2013
Wegmans Food Markets July 2007 - January 2013
Career Athletes August 2012 - December 2012
Skills
Office Application, Social Media, Social Media Marketing, Marketing Communications, Advertising, Microsoft Office, Social Networking, Highly personable, Teamwork, Management
Education
Le Moyne College 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Taylor Hilsinger's Cadaret Grant Experience 2012 - Present
Job Credit Analyst
Industry Financial Services
Experience
Community Bank, N.A. October 2013 - Present
Cadaret Grant 2012 - Present
Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, US GAAP
Education
Ithaca College 2011 — 2012
Master of Business Administration (MBA)
Le Moyne College 2007 — 2011
Bachelor of Science (BS), Finance, General
Community Bank, N.A. October 2013 - Present
Cadaret Grant 2012 - Present
Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, US GAAP
Education
Ithaca College 2011 — 2012
Master of Business Administration (MBA)
Le Moyne College 2007 — 2011
Bachelor of Science (BS), Finance, General
Chasity Jaynes Chasity Jaynes's Cadaret Grant Experience June 1995 - May 2005
Job SVP and COO at Oneida Wealth Management, Inc.
Industry Financial Services
Experience
Oneida Wealth Management, Inc. formally a division of Benefit Consulting Group September 2005 - Present
Cadaret Grant June 1995 - May 2005
Skills
Financial Analysis, Operations Management, Compliance
Education
Marist College 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Economics
Oneida Wealth Management, Inc. formally a division of Benefit Consulting Group September 2005 - Present
Cadaret Grant June 1995 - May 2005
Skills
Financial Analysis, Operations Management, Compliance
Education
Marist College 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Economics
Rachel Roney Rachel Roney's Cadaret Grant Experience 1997 - Present
Job Registered Principal, Branch Manager at Michael Roberts Associates
Industry Financial Services
Experience
Michael, Roberts Associates, Inc. February 1997 - Present
Cadaret Grant 1997 - Present
Cadaret Grant March 1992 - February 1997
Skills
Series 7, Series 24, Mutual Funds, Strategic Financial..., Life Insurance, Fixed Annuities, Financial Advisory, FINRA, Investment Management
Education
Lehigh University 1983 — 1987
B.A., Government
Michael, Roberts Associates, Inc. February 1997 - Present
Cadaret Grant 1997 - Present
Cadaret Grant March 1992 - February 1997
Skills
Series 7, Series 24, Mutual Funds, Strategic Financial..., Life Insurance, Fixed Annuities, Financial Advisory, FINRA, Investment Management
Education
Lehigh University 1983 — 1987
B.A., Government
Marc Wasserman Marc Wasserman's Cadaret Grant Experience 2008 - 2010
Job Owner, Marc Wasserman PC CPA
Industry Accounting
Experience
Marc Wasserman PC CPA February 1993 - Present
Seamless Development Inc. 2006 - 2013
Consent of the Governed 2006 - 2011
Cadaret Grant 2008 - 2010
Midlantic Banks Inc January 1988 - February 1993
Arms Inc 1980 - 1983
Skills
Financial Reporting, Tax Preparation, Accounting, Cash Flow, Budgets, Bookkeeping, Auditing, QuickBooks, CPA, Payroll, General Ledger, Financial Analysis, Business Planning, Small Business, Internal Controls, Tax, Finance, Internal Audit, Management, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Drexel University 1981 — 1985
Masters in Business Administration
Drexel University - College of Business and Administration 1975 — 1980
B.S. - Commerce and Engineering, Administrative Systems Management
Marc Wasserman PC CPA February 1993 - Present
Seamless Development Inc. 2006 - 2013
Consent of the Governed 2006 - 2011
Cadaret Grant 2008 - 2010
Midlantic Banks Inc January 1988 - February 1993
Arms Inc 1980 - 1983
Skills
Financial Reporting, Tax Preparation, Accounting, Cash Flow, Budgets, Bookkeeping, Auditing, QuickBooks, CPA, Payroll, General Ledger, Financial Analysis, Business Planning, Small Business, Internal Controls, Tax, Finance, Internal Audit, Management, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Drexel University 1981 — 1985
Masters in Business Administration
Drexel University - College of Business and Administration 1975 — 1980
B.S. - Commerce and Engineering, Administrative Systems Management
Stephanie E. Czajkowski Stephanie E. Czajkowski's Cadaret Grant Experience June 2007 - August 2007
Job Fenway Health Project ReACH Research Associate
Industry Hospital & Health Care
Experience
Fenway Community Health October 2014 - Present
Fenway Community Health January 2014 - September 2014
Starbucks January 2012 - January 2014
Fenway Community Health January 2012 - December 2013
Peace Corps June 2009 - August 2011
SUNY Upstate Medical University February 2009 - May 2009
Capital Strategy Group, Ltd. November 2008 - April 2009
New York State Agricultural Experiment Station June 2008 - August 2008
Hobart and William Smith Colleges September 2004 - April 2008
Cadaret Grant June 2007 - August 2007
Skills
Fluent in French, Grant Writing, Volunteer Management, Research, Teaching, Microsoft Office, PowerPoint, Writing, Word, Excel, Documentation, Community Outreach, Problem Solving, Mentoring, Coaching, Supervisory Skills, Team Building, Sustainability, Planning, Technical Writing, Science, Program Evaluation, Public Health, Data Analysis, SPSS, Fundraising, Healthcare, Leadership, Public Speaking, Nonprofits, Qualitative Research, Microsoft Word, Project Planning, Youth Development, Microsoft Excel, Customer Service, Teamwork, Clinical Research, Workshop Facilitation, Software Documentation, Policy, Administration, Program Development, Event Planning
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Science, Chemistry
Syracuse University 2007 — 2007
Fenway Community Health October 2014 - Present
Fenway Community Health January 2014 - September 2014
Starbucks January 2012 - January 2014
Fenway Community Health January 2012 - December 2013
Peace Corps June 2009 - August 2011
SUNY Upstate Medical University February 2009 - May 2009
Capital Strategy Group, Ltd. November 2008 - April 2009
New York State Agricultural Experiment Station June 2008 - August 2008
Hobart and William Smith Colleges September 2004 - April 2008
Cadaret Grant June 2007 - August 2007
Skills
Fluent in French, Grant Writing, Volunteer Management, Research, Teaching, Microsoft Office, PowerPoint, Writing, Word, Excel, Documentation, Community Outreach, Problem Solving, Mentoring, Coaching, Supervisory Skills, Team Building, Sustainability, Planning, Technical Writing, Science, Program Evaluation, Public Health, Data Analysis, SPSS, Fundraising, Healthcare, Leadership, Public Speaking, Nonprofits, Qualitative Research, Microsoft Word, Project Planning, Youth Development, Microsoft Excel, Customer Service, Teamwork, Clinical Research, Workshop Facilitation, Software Documentation, Policy, Administration, Program Development, Event Planning
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Science, Chemistry
Syracuse University 2007 — 2007
Craig Overton's Cadaret Grant Experience September 2002 - July 2004
Job IT Infrastructure Manager at Xerox
Industry Information Technology and Services
Experience
Xerox August 2009 - Present
Qimonda March 2007 - July 2009
Infineon Technologies December 2005 - March 2007
Bank of America July 2005 - December 2005
IAT Group July 2005 - December 2005
ABB July 2005 - December 2005
Micro Medic July 2004 - July 2005
Cadaret Grant September 2002 - July 2004
Skills
IT Project & Program..., Strategy Development /..., Service Delivery, Enterprise Resource..., Process Improvement /..., Virtualization, Windows Server 2000 –..., Web Servers IIS 3 – 8.5, Load..., SharePoint 2002 – 2013, SQL Server 6.5 - 2014 /..., Lean Six Sigma, Project Management, Management, Databases, SDLC, Process Improvement, SQL, IIS, Software Documentation, Microsoft SQL Server, Enterprise Architecture, JavaScript, Business Intelligence, .NET, ASP.NET, IT Operations, SharePoint, IT Service Management, ITIL, Requirements Analysis, Vendor Management, Program Management, C#, Windows Server, Active Directory, Disaster Recovery, Integration
Education
Rochester Institute of Technology 1998 — 2002
Bachelors of Science, Information Technology
Xerox August 2009 - Present
Qimonda March 2007 - July 2009
Infineon Technologies December 2005 - March 2007
Bank of America July 2005 - December 2005
IAT Group July 2005 - December 2005
ABB July 2005 - December 2005
Micro Medic July 2004 - July 2005
Cadaret Grant September 2002 - July 2004
Skills
IT Project & Program..., Strategy Development /..., Service Delivery, Enterprise Resource..., Process Improvement /..., Virtualization, Windows Server 2000 –..., Web Servers IIS 3 – 8.5, Load..., SharePoint 2002 – 2013, SQL Server 6.5 - 2014 /..., Lean Six Sigma, Project Management, Management, Databases, SDLC, Process Improvement, SQL, IIS, Software Documentation, Microsoft SQL Server, Enterprise Architecture, JavaScript, Business Intelligence, .NET, ASP.NET, IT Operations, SharePoint, IT Service Management, ITIL, Requirements Analysis, Vendor Management, Program Management, C#, Windows Server, Active Directory, Disaster Recovery, Integration
Education
Rochester Institute of Technology 1998 — 2002
Bachelors of Science, Information Technology
Michael Lembo's Cadaret Grant Experience September 2014 - December 2014
Job Assurance EY
Industry Accounting
Experience
Cadaret Grant September 2014 - December 2014
Ernst & Young, LLP June 2014 - August 2014
Dermody, Burke & Brown January 2014 - April 2014
Prudential Financial May 2013 - September 2013
Target September 2010 - April 2012
CVS Caremark Corporation May 2010 - September 2010
Skills
Microsoft Excel, External Audit, Accounting, Financial Modeling, Bloomberg Terminal, Public Speaking, Teamwork, Financial Services, Leadership, Client Services
Education
Syracuse University 2012 — 2015
Bachelor of Science (BS), Accounting & Finance
Onondaga Community College 2011 — 2012
Business Administration and Management, General
Monroe Community College 2010 — 2011
Business Administration and Management, General
Cadaret Grant September 2014 - December 2014
Ernst & Young, LLP June 2014 - August 2014
Dermody, Burke & Brown January 2014 - April 2014
Prudential Financial May 2013 - September 2013
Target September 2010 - April 2012
CVS Caremark Corporation May 2010 - September 2010
Skills
Microsoft Excel, External Audit, Accounting, Financial Modeling, Bloomberg Terminal, Public Speaking, Teamwork, Financial Services, Leadership, Client Services
Education
Syracuse University 2012 — 2015
Bachelor of Science (BS), Accounting & Finance
Onondaga Community College 2011 — 2012
Business Administration and Management, General
Monroe Community College 2010 — 2011
Business Administration and Management, General
Christopher Patch Christopher Patch's Cadaret Grant Experience December 2002 - July 2004
Job Technical Support Technician at Town of Tonawanda
Industry Information Technology and Services
Experience
Town of Tonawanda March 2011 - Present
Uni-Select USA June 2009 - March 2011
Jon Rosen Systems May 2008 - June 2009
Heritage Christian Services October 2007 - April 2008
Cadaret Grant December 2002 - July 2004
Skills
Active Directory, Servers, Windows 7, Microsoft Exchange, Technical Support, Troubleshooting, Computer Hardware, Hardware, Software Installation, Operating Systems, Help Desk Support, Laptops, Networking, Antivirus, Printers, Remote Desktop, Workstations, Hardware Support, Microsoft Office, Desktop Computers
Education
Niagara University 2006 — 2008
Bachelors, Computer Informations Systems
Cayuga Community College 2002 — 2004
AAS, Computer and Information Science
Town of Tonawanda March 2011 - Present
Uni-Select USA June 2009 - March 2011
Jon Rosen Systems May 2008 - June 2009
Heritage Christian Services October 2007 - April 2008
Cadaret Grant December 2002 - July 2004
Skills
Active Directory, Servers, Windows 7, Microsoft Exchange, Technical Support, Troubleshooting, Computer Hardware, Hardware, Software Installation, Operating Systems, Help Desk Support, Laptops, Networking, Antivirus, Printers, Remote Desktop, Workstations, Hardware Support, Microsoft Office, Desktop Computers
Education
Niagara University 2006 — 2008
Bachelors, Computer Informations Systems
Cayuga Community College 2002 — 2004
AAS, Computer and Information Science
Jared M. Houseman, CFP® Jared M. Houseman, CFP®'s Cadaret Grant Experience June 2011 - Present
Job Financial Advisor at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant June 2011 - Present
Houghton College January 2011 - May 2011
The Guardian Life Insurance Company of America May 2010 - August 2010
Houghton College August 2009 - May 2010
Northwestern Mutual May 2009 - August 2009
Skills
Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Life Insurance, Roth IRA, Annuities, 529 Plans, Rollovers, Simple IRA, SEP, Profit Sharing, College Savings Plans, IRA Rollovers, Universal Life, Whole Life, Term Life Insurance, Debt Elimination, Education Savings, Retirement Plan..., IRA's, 401k Rollovers, Tax Reduction Strategies, Wealth Preservation, Wealth Accumulation, Retirement Solutions, Income Protection, Key Person Insurance, Buy-sell Agreements, Wealth Transfer, Retirement, Wealth Management..., Wealth, Securities
Education
Houghton College 2008 — 2011
Bachelor of Science, Finance and Economics
New Life Christian School 2001 — 2007
High School Diploma
Cadaret Grant June 2011 - Present
Houghton College January 2011 - May 2011
The Guardian Life Insurance Company of America May 2010 - August 2010
Houghton College August 2009 - May 2010
Northwestern Mutual May 2009 - August 2009
Skills
Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Life Insurance, Roth IRA, Annuities, 529 Plans, Rollovers, Simple IRA, SEP, Profit Sharing, College Savings Plans, IRA Rollovers, Universal Life, Whole Life, Term Life Insurance, Debt Elimination, Education Savings, Retirement Plan..., IRA's, 401k Rollovers, Tax Reduction Strategies, Wealth Preservation, Wealth Accumulation, Retirement Solutions, Income Protection, Key Person Insurance, Buy-sell Agreements, Wealth Transfer, Retirement, Wealth Management..., Wealth, Securities
Education
Houghton College 2008 — 2011
Bachelor of Science, Finance and Economics
New Life Christian School 2001 — 2007
High School Diploma
Amanda Roff Amanda Roff's Cadaret Grant Experience March 2014 - Present
Job Senior Black Diamond Service Representative
Industry Financial Services
Experience
Cadaret Grant March 2014 - Present
Cadaret Grant March 2007 - March 2014
Lincoln Financial Group December 2005 - November 2006
Skills
Series 7, Securities, Finance, Financial Services, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Equities, Retirement
Education
Alfred State College - SUNY College of Technology 2003 — 2006
Finance
Cadaret Grant March 2014 - Present
Cadaret Grant March 2007 - March 2014
Lincoln Financial Group December 2005 - November 2006
Skills
Series 7, Securities, Finance, Financial Services, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Equities, Retirement
Education
Alfred State College - SUNY College of Technology 2003 — 2006
Finance
Amanda Rodriguez Amanda Rodriguez's Cadaret Grant Experience July 2009 - July 2014
Job Compliance and Trade Operations Supervisor, KbC
Industry Financial Services
Experience
Knightbridge Capital August 2014 - Present
Cadaret Grant July 2009 - July 2014
Cadaret Grant June 2006 - July 2009
Cadaret Grant March 2005 - June 2006
Skills
Finance Industry, Series 7, Series 24, Customer Oriented, Time Management, Multi Tasking, Problem Solving
Education
SUNY Oswego 2001 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Knightbridge Capital August 2014 - Present
Cadaret Grant July 2009 - July 2014
Cadaret Grant June 2006 - July 2009
Cadaret Grant March 2005 - June 2006
Skills
Finance Industry, Series 7, Series 24, Customer Oriented, Time Management, Multi Tasking, Problem Solving
Education
SUNY Oswego 2001 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Alexander Vasilakis Alexander Vasilakis's Cadaret Grant Experience May 2013 - Present
Job VP of Research & Administration at Progressive Financial Planning Services, Inc.
Industry Financial Services
Experience
Progressive Financial Planning Services, Inc. June 1998 - Present
Cadaret Grant May 2013 - Present
John Savoretti Realty May 2014 - Present
Dime Savings Bank of Williamsburgh 1989 - 2012
Skills
Personal Financial..., Family Financial..., Retirement Planning, Estate Planning, Investments, Portfolio Management, Banking, Credit, Financial Analysis, Cash Management, Microsoft Office, Credit Analysis, Microsoft Excel, Microsoft Word, Financial Modeling, Securities, Finance, Strategic Financial..., Insurance, Mortgage Lending
Education
Baruch College
BBA, Finance/Accounting
College for Financial Planning
Personal Finance
Hofstra University Continuing Ed
Real Estate Tittle Closing
Hofstra University Continuing Ed
Real Estate Salesperson
American Institute of Banking
Finance, General
Progressive Financial Planning Services, Inc. June 1998 - Present
Cadaret Grant May 2013 - Present
John Savoretti Realty May 2014 - Present
Dime Savings Bank of Williamsburgh 1989 - 2012
Skills
Personal Financial..., Family Financial..., Retirement Planning, Estate Planning, Investments, Portfolio Management, Banking, Credit, Financial Analysis, Cash Management, Microsoft Office, Credit Analysis, Microsoft Excel, Microsoft Word, Financial Modeling, Securities, Finance, Strategic Financial..., Insurance, Mortgage Lending
Education
Baruch College
BBA, Finance/Accounting
College for Financial Planning
Personal Finance
Hofstra University Continuing Ed
Real Estate Tittle Closing
Hofstra University Continuing Ed
Real Estate Salesperson
American Institute of Banking
Finance, General
Peter Grifo Peter Grifo's Cadaret Grant Experience January 2000 - December 2011
Job Independent Financial Advisor
Industry Financial Services
Experience
United Financial Services January 2012 - Present
Cadaret Grant January 2000 - December 2011
Cadaret Grant October 1989 - December 2000
Skills
Retirement Planning, College Funding..., Personal Money..., Small Business..., Nonprofit, School,..., Tax and Estate Planning, Financial Education
Education
Syracuse University 1994 — 1996
M.B.A., Business Administration
Michigan State University 1982 — 1986
Bachelor of Science (BS), Financial Management
United Financial Services January 2012 - Present
Cadaret Grant January 2000 - December 2011
Cadaret Grant October 1989 - December 2000
Skills
Retirement Planning, College Funding..., Personal Money..., Small Business..., Nonprofit, School,..., Tax and Estate Planning, Financial Education
Education
Syracuse University 1994 — 1996
M.B.A., Business Administration
Michigan State University 1982 — 1986
Bachelor of Science (BS), Financial Management
Ben Sharman's Cadaret Grant Experience January 2012 - May 2012
Job Financial System Analyst at Constellation Brands
Industry Wine and Spirits
Experience
Constellation Brands July 2015 - Present
Constellation Brands January 2013 - June 2015
Constellation Brands October 2012 - December 2012
Cadaret Grant January 2012 - May 2012
Greater Oswego - Fulton Chamber of Commerce September 2011 - December 2011
Silver Creek Golf Course May 2006 - September 2011
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, Professional Writing, Marketing Communications, State Compliance, Market Pricing, Oracle Applications, Project Management, JDE Enterprise One, Legal Compliance, Wine & Spirits Industry, Beverage Industry, Golf Course Management, Management, Data Entry, Time Management, Sales, Facebook, Event Planning
Education
St. John Fisher College 2013 — 2016
Master of Business Administration (MBA), Business/Commerce, General
SUNY Oswego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Bachelor of Arts in Economics, Senior
Constellation Brands July 2015 - Present
Constellation Brands January 2013 - June 2015
Constellation Brands October 2012 - December 2012
Cadaret Grant January 2012 - May 2012
Greater Oswego - Fulton Chamber of Commerce September 2011 - December 2011
Silver Creek Golf Course May 2006 - September 2011
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, Professional Writing, Marketing Communications, State Compliance, Market Pricing, Oracle Applications, Project Management, JDE Enterprise One, Legal Compliance, Wine & Spirits Industry, Beverage Industry, Golf Course Management, Management, Data Entry, Time Management, Sales, Facebook, Event Planning
Education
St. John Fisher College 2013 — 2016
Master of Business Administration (MBA), Business/Commerce, General
SUNY Oswego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Bachelor of Arts in Economics, Senior
Jhonathon Cifuentes's Cadaret Grant Experience June 2014 - August 2014
Job Staff Accountant at EFP Rotenberg, LLP
Industry Accounting
Experience
EFP Rotenberg, LLP August 2015 - Present
Cadaret Grant June 2014 - August 2014
Testone, Marshall & Discenza, LLP January 2013 - May 2014
Le Moyne College Library August 2011 - December 2013
Skills
Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Problem Solving, Accounting, Tax Accounting, Financial Accounting, Financial Reporting, Tax, Teamwork
Education
Le Moyne College 2014 — 2015
Master of Business Administration (MBA)
Le Moyne College 2010 — 2014
Bachelor's degree, Accounting
EFP Rotenberg, LLP August 2015 - Present
Cadaret Grant June 2014 - August 2014
Testone, Marshall & Discenza, LLP January 2013 - May 2014
Le Moyne College Library August 2011 - December 2013
Skills
Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Problem Solving, Accounting, Tax Accounting, Financial Accounting, Financial Reporting, Tax, Teamwork
Education
Le Moyne College 2014 — 2015
Master of Business Administration (MBA)
Le Moyne College 2010 — 2014
Bachelor's degree, Accounting
Bruce Gleason's Cadaret Grant Experience June 2014 - Present
Job Financial Consultant at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant June 2014 - Present
Young Tax Service October 2012 - Present
Royal Alliance Associates INC June 2013 - May 2014
Primerica October 2012 - June 2013
Alliance Advisory Group, Inc. December 2010 - November 2012
American General Finance August 2000 - December 2010
Skills
Disability Insurance, Long-term Care, Investments, Long Term Care Insurance, Fixed Annuities, Financial Advisory, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Health Insurance, Financial Planners, Estate Planning, Financial Services, Finance, Tax Preparation, Series 63, Series 7, Strategic Financial..., Insurance, Pensions, Employee Benefits, Small Business, Investment Strategies
Education
State University of New York College at Geneseo 1996 — 1998
BA, English
Jamestown Community College 1994 — 1996
AA, Fine Art
Chautauqua Central School 1981 — 1994
Cadaret Grant June 2014 - Present
Young Tax Service October 2012 - Present
Royal Alliance Associates INC June 2013 - May 2014
Primerica October 2012 - June 2013
Alliance Advisory Group, Inc. December 2010 - November 2012
American General Finance August 2000 - December 2010
Skills
Disability Insurance, Long-term Care, Investments, Long Term Care Insurance, Fixed Annuities, Financial Advisory, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Health Insurance, Financial Planners, Estate Planning, Financial Services, Finance, Tax Preparation, Series 63, Series 7, Strategic Financial..., Insurance, Pensions, Employee Benefits, Small Business, Investment Strategies
Education
State University of New York College at Geneseo 1996 — 1998
BA, English
Jamestown Community College 1994 — 1996
AA, Fine Art
Chautauqua Central School 1981 — 1994
Mike Kell Mike Kell's Cadaret Grant Experience August 2008 - November 2011
Job Vice President, Program Management and Business Development at AI Insight Inc.
Industry Financial Services
Experience
AI Insight Inc. November 2011 - Present
Cadaret Grant August 2008 - November 2011
First Command Financial Planning May 2007 - June 2008
United States Air Force August 2001 - January 2008
Skills
Alternative Investments, AI Insight Platform, Due Diligence, Series 7, Series 24, Series 65, Hedge Funds, Private Placements, Private Equity, Financial Analysis, FINRA, Risk Management, Securities, Investments, Series 63, Financial Advisory, Management, Asset Managment, Strategic Financial..., Portfolio Management, Equities, Insurance, Finance, Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Financial Services, Investment Strategies, Retirement, Trading, 401k, Bonds, Data Analysis, Investment Management, Financial Markets, Sales, Funding, Commodity, Life Insurance, Venture Capital, IRAs, Asset Management
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Troy University 2006 — 2008
MBA, Sorrell College of Business
Embry-Riddle Aeronautical University 2004 — 2006
BS, Technical Management / Logistics
AI Insight Inc. November 2011 - Present
Cadaret Grant August 2008 - November 2011
First Command Financial Planning May 2007 - June 2008
United States Air Force August 2001 - January 2008
Skills
Alternative Investments, AI Insight Platform, Due Diligence, Series 7, Series 24, Series 65, Hedge Funds, Private Placements, Private Equity, Financial Analysis, FINRA, Risk Management, Securities, Investments, Series 63, Financial Advisory, Management, Asset Managment, Strategic Financial..., Portfolio Management, Equities, Insurance, Finance, Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Financial Services, Investment Strategies, Retirement, Trading, 401k, Bonds, Data Analysis, Investment Management, Financial Markets, Sales, Funding, Commodity, Life Insurance, Venture Capital, IRAs, Asset Management
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Troy University 2006 — 2008
MBA, Sorrell College of Business
Embry-Riddle Aeronautical University 2004 — 2006
BS, Technical Management / Logistics
Jacqueline (Jacqueline Andolina) Dingman Jacqueline (Jacqueline Andolina) Dingman's Cadaret Grant Experience June 2011 - June 2012
Job Staff Accountant at Bowers & Company CPAs PLLC
Industry Accounting
Experience
Bowers & Company CPAs PLLC October 2012 - Present
United Auto Supply August 2011 - September 2012
Cadaret Grant June 2011 - June 2012
Testone, Marshall & Discenza, LLP October 2009 - May 2011
Save-A Lot August 2006 - January 2011
Victoria's September 2008 - October 2009
St. Rose Church November 2003 - August 2007
Skills
Accounting, Income Tax, Customer Service, General Ledger, Tax Preparation, Small Business, Financial Statements, Tax Accounting, QuickBooks, Financial Accounting, Financial Reporting, Tax Returns, Management, Bookkeeping, Microsoft Excel, Banking, Accounts Payable, CPA, Financial Analysis, Access, Budgets, Account Reconciliation, Accruals, ProSystem fx Tax, Internal Controls, Cash Flow, Insurance, Strategic Financial..., Journal Entries, Sales Tax, Corporate Tax, Bank Reconciliation, Microsoft Word
Education
Le Moyne College 2007 — 2012
MBA
Bowers & Company CPAs PLLC October 2012 - Present
United Auto Supply August 2011 - September 2012
Cadaret Grant June 2011 - June 2012
Testone, Marshall & Discenza, LLP October 2009 - May 2011
Save-A Lot August 2006 - January 2011
Victoria's September 2008 - October 2009
St. Rose Church November 2003 - August 2007
Skills
Accounting, Income Tax, Customer Service, General Ledger, Tax Preparation, Small Business, Financial Statements, Tax Accounting, QuickBooks, Financial Accounting, Financial Reporting, Tax Returns, Management, Bookkeeping, Microsoft Excel, Banking, Accounts Payable, CPA, Financial Analysis, Access, Budgets, Account Reconciliation, Accruals, ProSystem fx Tax, Internal Controls, Cash Flow, Insurance, Strategic Financial..., Journal Entries, Sales Tax, Corporate Tax, Bank Reconciliation, Microsoft Word
Education
Le Moyne College 2007 — 2012
MBA
Rich Pombo Rich Pombo's Cadaret Grant Experience 2008 - 2015
Job Financial Advisor at Pombo Wealth Management
Industry Financial Services
Experience
Pombo Wealth Management August 2008 - Present
Pombo Wealth Management April 2008 - Present
Cadaret Grant 2008 - 2015
Skills
Wealth Management, Investments, Strategic Financial..., Finance, Insurance, Securities, Retirement Planning, Strategic Planning, Mutual Funds, Asset Allocation, Portfolio Management
Education
Cornell University 1977 — 1982
BS, MA
Holy Family HS 1974 — 1977
Pombo Wealth Management August 2008 - Present
Pombo Wealth Management April 2008 - Present
Cadaret Grant 2008 - 2015
Skills
Wealth Management, Investments, Strategic Financial..., Finance, Insurance, Securities, Retirement Planning, Strategic Planning, Mutual Funds, Asset Allocation, Portfolio Management
Education
Cornell University 1977 — 1982
BS, MA
Holy Family HS 1974 — 1977
Kelly Kramarck, CFP® Kelly Kramarck, CFP®'s Cadaret Grant Experience March 2005 - August 2010
Job Certified Financial Planner with the Financial Advisors of Delaware Valley
Industry Financial Services
Experience
Financial Advisors of Delaware Valley September 2010 - Present
Cadaret Grant March 2005 - August 2010
Boehringer Ingelheim Pharmaceuticals 1998 - 2005
Family Practice Associates, PA July 1996 - August 1998
Skills
Retirement Planning, Retirement, Investments, Securities, Series 6, Strategic Financial..., Wealth Management, Mutual Funds, Disability Insurance, 401k, Insurance, Series 7, Risk Management, Life Insurance, Financial Planners, Estate Planning, Financial Risk, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2010
Certificate in Financial Planning, Financial Planning and Services
University of Delaware 1992 — 1996
BS, Sports Medicine
Financial Advisors of Delaware Valley September 2010 - Present
Cadaret Grant March 2005 - August 2010
Boehringer Ingelheim Pharmaceuticals 1998 - 2005
Family Practice Associates, PA July 1996 - August 1998
Skills
Retirement Planning, Retirement, Investments, Securities, Series 6, Strategic Financial..., Wealth Management, Mutual Funds, Disability Insurance, 401k, Insurance, Series 7, Risk Management, Life Insurance, Financial Planners, Estate Planning, Financial Risk, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2010
Certificate in Financial Planning, Financial Planning and Services
University of Delaware 1992 — 1996
BS, Sports Medicine
Dr. Joseph Krupka,CPA/PFS CGMA Dr. Joseph Krupka,CPA/PFS CGMA's Cadaret Grant Experience October 2000 - December 2013
Job Assistant Professor of Accounting at Texas A&M University
Industry Accounting
Experience
Texas A & M University August 2013 - Present
HD Vest Financial Services December 2013 - Present
Cadaret Grant October 2000 - December 2013
Georgia Southwestern State University August 2010 - July 2013
College of Coastal Georgia 2009 - 2010
Coastal Carolina University 2007 - 2009
Skills
Income Tax, QuickBooks, Accounting, Statistics, Auditing, Management, CPA, Internal Audit, Financial Modeling, Financial Reporting, Internal Controls, Access, Analysis, Tax Preparation
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
EDBA, Business Administration
Binghamton University - School of Management 1979 — 1980
MS, accounting
Rochester Institute of Technology 1975 — 1979
BS, accounting
Liberty high school 1972 — 1975
Texas A & M University August 2013 - Present
HD Vest Financial Services December 2013 - Present
Cadaret Grant October 2000 - December 2013
Georgia Southwestern State University August 2010 - July 2013
College of Coastal Georgia 2009 - 2010
Coastal Carolina University 2007 - 2009
Skills
Income Tax, QuickBooks, Accounting, Statistics, Auditing, Management, CPA, Internal Audit, Financial Modeling, Financial Reporting, Internal Controls, Access, Analysis, Tax Preparation
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
EDBA, Business Administration
Binghamton University - School of Management 1979 — 1980
MS, accounting
Rochester Institute of Technology 1975 — 1979
BS, accounting
Liberty high school 1972 — 1975
Martin Taffaro Martin Taffaro's Cadaret Grant Experience June 2000 - November 2006
Job Compliance Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2014 - Present
Northwestern Mutual June 2013 - February 2014
Northwestern Mutual October 2011 - May 2013
Northwestern Mutual February 2007 - September 2011
Cadaret Grant June 2000 - November 2006
Cadaret Grant April 1997 - May 2000
Cadaret Grant April 1995 - March 1997
Quick & Reilly 1992 - 1994
Skills
Microsoft Office, Compliance, Sales Management, Investments, Finance, Insurance, Financial Services, Series 7, Securities, Strategic Planning, Marketing, Strategic Financial..., Mutual Funds, Series 63, Financial Analysis, Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Investment Advisory, Fixed Annuities, Life Insurance, Portfolio Management, Asset Allocation, FINRA, Trading, IRAs, Retirement, 401k, Options, Series 6, Fixed Income, Bonds, Disability Insurance, Investment Strategies, Asset Management, Investment Management, ETFs, Long-term Care, Long Term Care Insurance, Uniform Combined State..., Pensions, Variable Annuities, Financial Planners
Education
Onondaga Community College
SUNY Cortland
LPL Financial February 2014 - Present
Northwestern Mutual June 2013 - February 2014
Northwestern Mutual October 2011 - May 2013
Northwestern Mutual February 2007 - September 2011
Cadaret Grant June 2000 - November 2006
Cadaret Grant April 1997 - May 2000
Cadaret Grant April 1995 - March 1997
Quick & Reilly 1992 - 1994
Skills
Microsoft Office, Compliance, Sales Management, Investments, Finance, Insurance, Financial Services, Series 7, Securities, Strategic Planning, Marketing, Strategic Financial..., Mutual Funds, Series 63, Financial Analysis, Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Investment Advisory, Fixed Annuities, Life Insurance, Portfolio Management, Asset Allocation, FINRA, Trading, IRAs, Retirement, 401k, Options, Series 6, Fixed Income, Bonds, Disability Insurance, Investment Strategies, Asset Management, Investment Management, ETFs, Long-term Care, Long Term Care Insurance, Uniform Combined State..., Pensions, Variable Annuities, Financial Planners
Education
Onondaga Community College
SUNY Cortland
Ryan Huberty's Cadaret Grant Experience June 2012 - February 2013
Job MBA
Industry Financial Services
Experience
Northwestern Mutual February 2013 - Present
Cadaret Grant June 2012 - February 2013
UVC Gigasport Ried September 2011 - April 2012
Mediacom Communications June 2011 - September 2011
Natural Currents Energy Services, LLC February 2011 - May 2011
SUNY New Paltz November 2009 - April 2011
Ulster Greene ARC May 2009 - December 2010
Ulster Greene ARC October 2008 - May 2009
Skills
Excel, Microsoft Office, Analysis, Financial Analysis, Financial Reporting, Budgeting, Microsoft Excel, Budgets
Education
State University of New York at New Paltz 2009 — 2011
MBA, Finance
State University of New York at New Paltz 2005 — 2009
Bachelor of Science, Finance
Northwestern Mutual February 2013 - Present
Cadaret Grant June 2012 - February 2013
UVC Gigasport Ried September 2011 - April 2012
Mediacom Communications June 2011 - September 2011
Natural Currents Energy Services, LLC February 2011 - May 2011
SUNY New Paltz November 2009 - April 2011
Ulster Greene ARC May 2009 - December 2010
Ulster Greene ARC October 2008 - May 2009
Skills
Excel, Microsoft Office, Analysis, Financial Analysis, Financial Reporting, Budgeting, Microsoft Excel, Budgets
Education
State University of New York at New Paltz 2009 — 2011
MBA, Finance
State University of New York at New Paltz 2005 — 2009
Bachelor of Science, Finance
Tom Rawls Tom Rawls's Cadaret Grant Experience February 1999 - February 2001
Job Investment Consultant
Industry Financial Services
Experience
Texas Whole Life Insurance Brokerage 2002 - Present
Verizon Wireless June 1997 - August 2012
Farmers Insurance Group of Companies February 2001 - May 2004
Cadaret Grant February 1999 - February 2001
Skills
Wealth Accumulation, Long Term Care, Insurance, Retirement Planning, Retirement, Health Insurance, Term Life Insurance, Employee Benefits, 401k, Financial Planning, Estate Planning, Wealth, Savings
Education
The American College 1992 — 2011
RHU, CHFC, CLU, REBC, CASL, CAP, AEP, Insurance and Financial Services
The American College 2001 — 2004
CLU, Insurance
The University of Texas at El Paso 1987 — 1991
BBA, FINANCE
The University of Texas at El Paso 1987 — 1991
Finance, Financial Services Studies
Texas Whole Life Insurance Brokerage 2002 - Present
Verizon Wireless June 1997 - August 2012
Farmers Insurance Group of Companies February 2001 - May 2004
Cadaret Grant February 1999 - February 2001
Skills
Wealth Accumulation, Long Term Care, Insurance, Retirement Planning, Retirement, Health Insurance, Term Life Insurance, Employee Benefits, 401k, Financial Planning, Estate Planning, Wealth, Savings
Education
The American College 1992 — 2011
RHU, CHFC, CLU, REBC, CASL, CAP, AEP, Insurance and Financial Services
The American College 2001 — 2004
CLU, Insurance
The University of Texas at El Paso 1987 — 1991
BBA, FINANCE
The University of Texas at El Paso 1987 — 1991
Finance, Financial Services Studies
William Robbins's Cadaret Grant Experience November 2007 - September 2009
Job Senior Vice President at Allegiant Financial
Industry Insurance
Experience
Allegiant Financial June 2015 - Present
MACollegePlanning.com. April 2013 - Present
Foresight Company October 2013 - Present
Cadaret Grant November 2007 - September 2009
Vanguard Capital June 1996 - November 2007
Skills
Fixed Annuities, Fixed index annuities, Retirement Income, Portfolio protection, 401k Rollovers, IRA Rollovers, Guaranteed Lifetime..., Growth Strategies, Indexed Annuities, Equities, 401k, Finance, Financial Advisory, Financial Services, IRAs, Insurance, Life Insurance, Long-term Care, New Business Development, Financial Planners, Retirement, Retirement Planning, Wealth, Financial Planning, Marketing Strategy, Small Business
Education
Clark University 1980 — 1984
BA, Economics and minor in Finance
Long Island University, C.W. Post Campus 1995 — 1997
Business Administration and Management, General
Allegiant Financial June 2015 - Present
MACollegePlanning.com. April 2013 - Present
Foresight Company October 2013 - Present
Cadaret Grant November 2007 - September 2009
Vanguard Capital June 1996 - November 2007
Skills
Fixed Annuities, Fixed index annuities, Retirement Income, Portfolio protection, 401k Rollovers, IRA Rollovers, Guaranteed Lifetime..., Growth Strategies, Indexed Annuities, Equities, 401k, Finance, Financial Advisory, Financial Services, IRAs, Insurance, Life Insurance, Long-term Care, New Business Development, Financial Planners, Retirement, Retirement Planning, Wealth, Financial Planning, Marketing Strategy, Small Business
Education
Clark University 1980 — 1984
BA, Economics and minor in Finance
Long Island University, C.W. Post Campus 1995 — 1997
Business Administration and Management, General
Donna Guinta Donna Guinta's Cadaret Grant Experience May 2001 - Present
Job Vice President at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant May 2001 - Present
MONY. 1982 - 1998
MONY. 1982 - 1998
Skills
Series 7, Investments, Mutual Funds, Securities, Retirement Planning, Series 63, Operations Management, IT Operations, Technology, Financial Services, Asset Management
Education
SUNY Brockport 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Columbia College (NY)
Business Administration and Management, General
Cadaret Grant May 2001 - Present
MONY. 1982 - 1998
MONY. 1982 - 1998
Skills
Series 7, Investments, Mutual Funds, Securities, Retirement Planning, Series 63, Operations Management, IT Operations, Technology, Financial Services, Asset Management
Education
SUNY Brockport 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Columbia College (NY)
Business Administration and Management, General
Ryan Quillen's Cadaret Grant Experience January 1995 - December 1997
Job Managing Director, Quillen Advisory Services, LLC
Industry Insurance
Experience
Quillen Advisory Services, LLC August 2005 - Present
The Investment Center, Inc. December 1997 - August 2004
Cadaret Grant January 1995 - December 1997
Skills
Insurance, Employee Benefits, Financial Services, Management, Marketing
Education
Denison University 1990 — 1994
Bachelor of Arts, Double Major - Economics & Psychology
Quillen Advisory Services, LLC August 2005 - Present
The Investment Center, Inc. December 1997 - August 2004
Cadaret Grant January 1995 - December 1997
Skills
Insurance, Employee Benefits, Financial Services, Management, Marketing
Education
Denison University 1990 — 1994
Bachelor of Arts, Double Major - Economics & Psychology
Denise Yard's Cadaret Grant Experience May 2009 - April 2012
Job PHP Developer at Great Lakes Fund Solutions, Inc
Industry Information Technology and Services
Experience
Great Lakes Fund Solutions, Inc April 2012 - Present
Cadaret Grant May 2009 - April 2012
Merrill Lynch 1999 - 2009
Skills
Windows 7, Business Analysis, JavaScript, Dreamweaver, Oracle SQL, DBVisualizer, Web Development, Weblogic, Microsoft SQL Server
Education
Binghamton University
BS, Computer Science
Great Lakes Fund Solutions, Inc April 2012 - Present
Cadaret Grant May 2009 - April 2012
Merrill Lynch 1999 - 2009
Skills
Windows 7, Business Analysis, JavaScript, Dreamweaver, Oracle SQL, DBVisualizer, Web Development, Weblogic, Microsoft SQL Server
Education
Binghamton University
BS, Computer Science
Alan A. Berk, CFA's Cadaret Grant Experience May 2003 - August 2003
Job Director Business Analysis at S&P Capital IQ
Industry Capital Markets
Experience
S&P Capital IQ July 2012 - Present
Standard & Poor's January 2010 - July 2012
Standard & Poor's January 2009 - January 2010
Standard & Poor's - IMAKE March 2008 - January 2009
Citi Institutional Consulting April 2005 - March 2008
Battle Road Research March 2004 - March 2005
Cadaret Grant May 2003 - August 2003
Skills
Fixed Income, Structured Finance, Investments, Business Analysis, Financial Analysis, Financial Modeling, Data Analysis, Hedge Funds, SF Cash Flow Modeling, Business Requirements, Asset Allocation, Portfolio Optimization, Portfolio Management, Performance Reporting, Portfolio Performance..., MBS, ABS, Finance, Quantitative Analytics, Securitization
Education
Brandeis University 2000 — 2004
BA, Economics
S&P Capital IQ July 2012 - Present
Standard & Poor's January 2010 - July 2012
Standard & Poor's January 2009 - January 2010
Standard & Poor's - IMAKE March 2008 - January 2009
Citi Institutional Consulting April 2005 - March 2008
Battle Road Research March 2004 - March 2005
Cadaret Grant May 2003 - August 2003
Skills
Fixed Income, Structured Finance, Investments, Business Analysis, Financial Analysis, Financial Modeling, Data Analysis, Hedge Funds, SF Cash Flow Modeling, Business Requirements, Asset Allocation, Portfolio Optimization, Portfolio Management, Performance Reporting, Portfolio Performance..., MBS, ABS, Finance, Quantitative Analytics, Securitization
Education
Brandeis University 2000 — 2004
BA, Economics
Chiara Sockel Renninger, CFP®'s Cadaret Grant Experience September 2000 - January 2003
Job Wealth Strategist at Herbein Wealth Management
Industry Financial Services
Experience
Herbein Wealth Management January 2003 - Present
Cadaret Grant September 2000 - January 2003
The Vanguard Group June 1998 - September 2000
Prophet 21 June 1997 - August 1998
Education
Bucknell University 1993 — 1997
Bachelor of Science in Business Adminstration, Business Management
Investment News Top 40 under 40
Investment News Top 40 under 40
Herbein Wealth Management January 2003 - Present
Cadaret Grant September 2000 - January 2003
The Vanguard Group June 1998 - September 2000
Prophet 21 June 1997 - August 1998
Education
Bucknell University 1993 — 1997
Bachelor of Science in Business Adminstration, Business Management
Investment News Top 40 under 40
Investment News Top 40 under 40
David J Rothfeld's Cadaret Grant Experience May 1989 - Present
Job Owner David J Rothfeld, CPA
Industry Accounting
Experience
David J Rothfeld, CPA January 1985 - Present
Long Island chapter Financial Planning Assn May 1985 - Present
Educational Foundation of the N/S chapter of ncCPAp March 2012 - Present
National Conference of CPA Practitioners November 2013 - Present
Cadaret Grant May 1989 - Present
N/S chapter of NCCPAP November 2007 - October 2009
Feldman and Feldman 1982 - 1985
David Tarlow & Co 1975 - 1978
Skills
Small Business, Strategic Financial..., Tax, Accounting, Retirement Planning, CPA, Wealth Management, Income Tax, Tax Preparation, Estate Planning, QuickBooks, Bookkeeping, Financial Reporting, Financial Planners, Auditing, Financial Analysis, Budgets, Start-ups, Insurance, Tax Returns, Corporate Tax, S Corporations, Partnership Taxation, IRS, LLC, High Net Worth..., Tax Accounting, General Ledger, Estate Tax Planning, Financial Advisory, 401k, Finance, Retirement, Financial Accounting, Payroll Taxes, Tax Advisory, Sales Tax, Tax Research, Financial Statements, Trusts, US GAAP, Payroll, Internal Controls, Accountants, Preparation, GAAP, Wealth, Cash Flow, Due Diligence
Education
Adelphi University 1970 — 1973
MS and BBA, Accounting and taxation
Adelphi University 1970 — 1973
BBA and MS, Accounting
Nassau Community College 1968 — 1970
AAS, Accounting
H Frank Carey class of '66 1962 — 1966
Regents Diploma
David J Rothfeld, CPA January 1985 - Present
Long Island chapter Financial Planning Assn May 1985 - Present
Educational Foundation of the N/S chapter of ncCPAp March 2012 - Present
National Conference of CPA Practitioners November 2013 - Present
Cadaret Grant May 1989 - Present
N/S chapter of NCCPAP November 2007 - October 2009
Feldman and Feldman 1982 - 1985
David Tarlow & Co 1975 - 1978
Skills
Small Business, Strategic Financial..., Tax, Accounting, Retirement Planning, CPA, Wealth Management, Income Tax, Tax Preparation, Estate Planning, QuickBooks, Bookkeeping, Financial Reporting, Financial Planners, Auditing, Financial Analysis, Budgets, Start-ups, Insurance, Tax Returns, Corporate Tax, S Corporations, Partnership Taxation, IRS, LLC, High Net Worth..., Tax Accounting, General Ledger, Estate Tax Planning, Financial Advisory, 401k, Finance, Retirement, Financial Accounting, Payroll Taxes, Tax Advisory, Sales Tax, Tax Research, Financial Statements, Trusts, US GAAP, Payroll, Internal Controls, Accountants, Preparation, GAAP, Wealth, Cash Flow, Due Diligence
Education
Adelphi University 1970 — 1973
MS and BBA, Accounting and taxation
Adelphi University 1970 — 1973
BBA and MS, Accounting
Nassau Community College 1968 — 1970
AAS, Accounting
H Frank Carey class of '66 1962 — 1966
Regents Diploma
Andy Szymanowski's Cadaret Grant Experience October 2008 - Present
Job Information Technology Manager at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant October 2008 - Present
Anheuser-Busch March 2008 - October 2008
Cadaret Grant June 2002 - March 2008
Education
Rochester Institute of Technology 1998 — 2002
BS, Information Technology
Cadaret Grant October 2008 - Present
Anheuser-Busch March 2008 - October 2008
Cadaret Grant June 2002 - March 2008
Education
Rochester Institute of Technology 1998 — 2002
BS, Information Technology
Charles Bronson's Cadaret Grant Experience May 1999 - February 2002
Job Programming Team Leader at LoVullo Associates, Inc.
Industry Information Technology and Services
Experience
LoVullo Associates, Inc. November 2008 - Present
LoVullo Associates, Inc. June 2007 - November 2008
WYNIT Distribution, LLC February 2005 - June 2007
WYNIT Distribution, LLC February 2002 - February 2005
Cadaret Grant May 1999 - February 2002
Skills
Process Improvement, Business Analysis
Education
Le Moyne College 1995 — 1999
LoVullo Associates, Inc. November 2008 - Present
LoVullo Associates, Inc. June 2007 - November 2008
WYNIT Distribution, LLC February 2005 - June 2007
WYNIT Distribution, LLC February 2002 - February 2005
Cadaret Grant May 1999 - February 2002
Skills
Process Improvement, Business Analysis
Education
Le Moyne College 1995 — 1999
Sandra Demma's Cadaret Grant Experience August 2005 - Present
Job Portfolio Administrator at Cadaret Grant
Industry Financial Services
Experience
Cadaret Grant August 2005 - Present
M&T Bank August 2001 - June 2005
Skills
Customer Service, Financial Analysis, Microsoft Excel
Education
Le Moyne College 1994 — 1996
Cadaret Grant August 2005 - Present
M&T Bank August 2001 - June 2005
Skills
Customer Service, Financial Analysis, Microsoft Excel
Education
Le Moyne College 1994 — 1996
Matthew Matcovsky's Cadaret Grant Experience March 2002 - Present
Job Owner, m2 Asset Management, Inc.
Industry Financial Services
Experience
m2 Asset Management, Inc. November 2004 - Present
Cadaret Grant March 2002 - Present
Signator Investors Inc. / John Hancock May 1992 - March 2002
Skills
Series 65, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Fixed Annuities, REIT, 1031 Exchanges, Stocks, Bonds, ETFs, Closed-end Funds, Unit Investment Trusts, Mutual Funds, 529 Plans, 401k, SEP IRA, Roth IRA, Traditional IRA, Long Term Care Insurance, Medicare Supplement..., Medicare Prescription..., Independent Financial..., Retirement Planning, Fixed Income Portfolio..., Alternative Investments, Investments, Securities, Finance, Asset Management, Insurance, Financial Analysis, Asset Managment
Education
University at Buffalo
Bronx High School of Science
m2 Asset Management, Inc. November 2004 - Present
Cadaret Grant March 2002 - Present
Signator Investors Inc. / John Hancock May 1992 - March 2002
Skills
Series 65, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Fixed Annuities, REIT, 1031 Exchanges, Stocks, Bonds, ETFs, Closed-end Funds, Unit Investment Trusts, Mutual Funds, 529 Plans, 401k, SEP IRA, Roth IRA, Traditional IRA, Long Term Care Insurance, Medicare Supplement..., Medicare Prescription..., Independent Financial..., Retirement Planning, Fixed Income Portfolio..., Alternative Investments, Investments, Securities, Finance, Asset Management, Insurance, Financial Analysis, Asset Managment
Education
University at Buffalo
Bronx High School of Science
Eric Tills's Cadaret Grant Experience August 1988 - February 1998
Job Sales Representative at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim Pharmaceuticals 2010 - Present
Lincare Holdings, Inc 2009 - 2010
Johnson & Johnson March 1998 - July 2008
Cadaret Grant August 1988 - February 1998
Syracuse Savings Bank/Norstar Bnk CNY October 1986 - August 1988
Skills
Sales, Leadership, Cardiology, CRM, Pharmaceutical Sales, Sales Effectiveness, Sales Operations, Product Launch
Education
State University of New York College at Oswego 1981 — 1985
BS, Business Administration, minor in Human Resource Management
Boehringer Ingelheim Pharmaceuticals 2010 - Present
Lincare Holdings, Inc 2009 - 2010
Johnson & Johnson March 1998 - July 2008
Cadaret Grant August 1988 - February 1998
Syracuse Savings Bank/Norstar Bnk CNY October 1986 - August 1988
Skills
Sales, Leadership, Cardiology, CRM, Pharmaceutical Sales, Sales Effectiveness, Sales Operations, Product Launch
Education
State University of New York College at Oswego 1981 — 1985
BS, Business Administration, minor in Human Resource Management
Jamie Kinder's Cadaret Grant Experience 2000 - 2005
Job Vice President/Principal at MCK Building Associates, Inc.
Industry Construction
Experience
MCK Building Associates August 2005 - Present
Cadaret Grant 2000 - 2005
Skills
Strategic Planning, Construction Management, Construction Budgets, Contract Negotiation, Team Building, Project Planning, Customer Service
Education
Cornell University 1997 — 2000
BS, Communications
MCK Building Associates August 2005 - Present
Cadaret Grant 2000 - 2005
Skills
Strategic Planning, Construction Management, Construction Budgets, Contract Negotiation, Team Building, Project Planning, Customer Service
Education
Cornell University 1997 — 2000
BS, Communications
David J. Franko's Cadaret Grant Experience 2011 - Present
Job Vice President at Sage Investment Grouip
Industry Investment Management
Experience
Sage Investment Group 2011 - Present
Cadaret Grant 2011 - Present
Merrill Lynch August 2004 - May 2011
Skills
Securities, Financial Analysis, Investments, Finance, Strategic Financial..., Portfolio Management, Wealth Management, Series 7, Fixed Annuities, Life Insurance, Estate Planning, 401k, Mutual Funds, Series 63, Retirement Planning
Education
University at Buffalo 1966 — 1968
Master of Science (M.S.), Human Factors Engineering
Canisius College
Master of Business Administration (MBA), Finance and Organizational Behavior
Certified Financial Planner Board of Standards, Inc
Certified Financial Planner Designation, i. e. CFP(r), Financial Planning and Services
Sage Investment Group 2011 - Present
Cadaret Grant 2011 - Present
Merrill Lynch August 2004 - May 2011
Skills
Securities, Financial Analysis, Investments, Finance, Strategic Financial..., Portfolio Management, Wealth Management, Series 7, Fixed Annuities, Life Insurance, Estate Planning, 401k, Mutual Funds, Series 63, Retirement Planning
Education
University at Buffalo 1966 — 1968
Master of Science (M.S.), Human Factors Engineering
Canisius College
Master of Business Administration (MBA), Finance and Organizational Behavior
Certified Financial Planner Board of Standards, Inc
Certified Financial Planner Designation, i. e. CFP(r), Financial Planning and Services
Claire Preston's Cadaret Grant Experience March 1990 - August 1991
Job Regional Recruiter, Undergraduate Admissions at Rutgers University
Industry Writing and Editing
Experience
Rutgers University September 2014 - Present
College in the Bag.com May 2012 - Present
Mendham Capital Management September 2009 - 2014
Image Dynamics June 2003 - June 2010
Cadaret Grant March 1990 - August 1991
Merrill Lynch, Hubbard May 1987 - March 1990
Education
Cornell University 1984 — 1986
B.S., Business Management
Rutgers University September 2014 - Present
College in the Bag.com May 2012 - Present
Mendham Capital Management September 2009 - 2014
Image Dynamics June 2003 - June 2010
Cadaret Grant March 1990 - August 1991
Merrill Lynch, Hubbard May 1987 - March 1990
Education
Cornell University 1984 — 1986
B.S., Business Management
Brian Amato's Cadaret Grant Experience January 2002 - Present
Job Senior Investment Advisor at American Investment Advisors, LLC
Industry Financial Services
Experience
ARS Financial Services Senior Investment AdvisorAmerican Investment Advisors, LLCMarch 2012 - Present
Cadaret Grant January 2002 - Present
Morgan Stanley Dean Witter April 2000 - December 2001
Education
Stony Brook University 1996 — 2001
Business/Economics
ARS Financial Services Senior Investment AdvisorAmerican Investment Advisors, LLCMarch 2012 - Present
Cadaret Grant January 2002 - Present
Morgan Stanley Dean Witter April 2000 - December 2001
Education
Stony Brook University 1996 — 2001
Business/Economics
Bruce Stefany's Cadaret Grant Experience December 1997 - December 2007
Job Officer/financial consultant at Ledyard National Bank
Industry Financial Services
Experience
Ledyard National Bank June 2008 - Present
Cadaret Grant December 1997 - December 2007
Chubb Securities December 1987 - October 1995
Skills
Wealth Management, Investments, Portfolio Management, Financial Analysis, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Alternative Investments, Equities, Financial Advisory, Private Banking, Mutual Funds, Series 7, Retirement Planning, Strategic Planning
Education
Drexel University Graduate School 1975 — 1977
MBA, Finance
Gettysburg College 1967 — 1971
BA, Political science
Ledyard National Bank June 2008 - Present
Cadaret Grant December 1997 - December 2007
Chubb Securities December 1987 - October 1995
Skills
Wealth Management, Investments, Portfolio Management, Financial Analysis, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Alternative Investments, Equities, Financial Advisory, Private Banking, Mutual Funds, Series 7, Retirement Planning, Strategic Planning
Education
Drexel University Graduate School 1975 — 1977
MBA, Finance
Gettysburg College 1967 — 1971
BA, Political science
Jenna Crispo's Cadaret Grant Experience March 2013 - Present
Job Financial Services Cashier
Industry Financial Services
Experience
Cadaret Grant March 2013 - Present
Northwestern Mutual November 2006 - January 2013
Skills
Microsoft Office, Customer Service, Investments
Education
State University of New York College at Oswego 2002 — 2006
BA, Finance
State University of New York College at Oswego
Master of Business Administration (M.B.A.), Accounting
Cadaret Grant March 2013 - Present
Northwestern Mutual November 2006 - January 2013
Skills
Microsoft Office, Customer Service, Investments
Education
State University of New York College at Oswego 2002 — 2006
BA, Finance
State University of New York College at Oswego
Master of Business Administration (M.B.A.), Accounting
Sharon Goodfellow's Cadaret Grant Experience August 2008 - Present
Job
Industry Financial Services
Experience
Cadaret Grant August 2008 - Present
Education
University of Phoenix
Bachelor of Science, Business Administration
Cadaret Grant August 2008 - Present
Education
University of Phoenix
Bachelor of Science, Business Administration
Scott Pearsall's Cadaret Grant Experience May 2006 - July 2008
Job Vice President Operations at Teawolf
Industry Food & Beverages
Experience
Teawolf May 2014 - Present
WOW Foods LLC November 2008 - June 2012
Cadaret Grant May 2006 - July 2008
A.M. Todd Company April 2000 - January 2006
Nestlé USA April 1989 - October 1999
Skills
Supply Chain, Strategic Planning, SAP Experience, Strong operational..., Competent in Excel,..., Competent in working..., Extensive experience in..., Competent in working..., Competent in working..., Working knowledge of..., Working knowledge of..., Working knowledge of..., Working knowledge of..., Large and small company..., Self-driven and..., Sales and Marketing, Presentation Skills, Financial Planning, Full P&L Responsibility, Distribution Strategies, Project Management, Production Planning, Inventory Management, Supply Chain..., Supplier Negotiation, P&L Management, Management, Strategic Financial..., SAP Implementation, Continuous Improvement, Supply Chain Management, Leadership, Team Building
Education
The University of Akron 1985 — 1993
Bachelor of Applied Science (BASc), Technical Education - with Business Management Focus
Teawolf May 2014 - Present
WOW Foods LLC November 2008 - June 2012
Cadaret Grant May 2006 - July 2008
A.M. Todd Company April 2000 - January 2006
Nestlé USA April 1989 - October 1999
Skills
Supply Chain, Strategic Planning, SAP Experience, Strong operational..., Competent in Excel,..., Competent in working..., Extensive experience in..., Competent in working..., Competent in working..., Working knowledge of..., Working knowledge of..., Working knowledge of..., Working knowledge of..., Large and small company..., Self-driven and..., Sales and Marketing, Presentation Skills, Financial Planning, Full P&L Responsibility, Distribution Strategies, Project Management, Production Planning, Inventory Management, Supply Chain..., Supplier Negotiation, P&L Management, Management, Strategic Financial..., SAP Implementation, Continuous Improvement, Supply Chain Management, Leadership, Team Building
Education
The University of Akron 1985 — 1993
Bachelor of Applied Science (BASc), Technical Education - with Business Management Focus
James Munger's Cadaret Grant Experience August 2001 - December 2007
Job Sensei & Program Director at Impact Martial Arts & Fitness
Industry Individual & Family Services
Experience
Impact Martial Arts & Fitness January 2008 - Present
Cadaret Grant August 2001 - December 2007
The MONY Group March 1984 - July 2001
Skills
Program Development, Non-profits, Fundraising, Public Speaking, Customer Service
Education
Onondaga Community College 1976 — 1978
Drafting and Design Technology/Technician, General
North Syracuse High School 1972 — 1975
Impact Martial Arts & Fitness January 2008 - Present
Cadaret Grant August 2001 - December 2007
The MONY Group March 1984 - July 2001
Skills
Program Development, Non-profits, Fundraising, Public Speaking, Customer Service
Education
Onondaga Community College 1976 — 1978
Drafting and Design Technology/Technician, General
North Syracuse High School 1972 — 1975
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY