Cadaret, Grant & Co., Inc.
Industry: Company
DescriptionParent organization: Atria Wealth Solutions, Inc. Subsidiary: Cadaret Grant & Co Inc, Asset Management Arm
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Cadaret, Grant & Co., Inc. Employees
Employee
Years
Job
Industry
Emily Fusco Emily Fusco's Cadaret, Grant & Co., Inc. Experience February 2015 - Present
Job Staff Accountant at Cadaret, Grant & Co.,Inc.
Industry Accounting
Experience
Cadaret, Grant & Co., Inc. February 2015 - Present
Emerging Vision Inc. dba Sterling Optical November 2012 - February 2015
Beta Alpha Psi August 2010 - December 2011
Syracuse Securities June 2010 - August 2010
Syracuse University September 2008 - April 2009
Skills
Financial Analysis, Accounting, PowerPoint, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Accounting, Microsoft Word, Bank Reconciliation, Financial Statements, US GAAP, Journal Entries, Auditing, Tax
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Accounting
Cadaret, Grant & Co., Inc. February 2015 - Present
Emerging Vision Inc. dba Sterling Optical November 2012 - February 2015
Beta Alpha Psi August 2010 - December 2011
Syracuse Securities June 2010 - August 2010
Syracuse University September 2008 - April 2009
Skills
Financial Analysis, Accounting, PowerPoint, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Accounting, Microsoft Word, Bank Reconciliation, Financial Statements, US GAAP, Journal Entries, Auditing, Tax
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Accounting
Scott M. Lippa, AIF Scott M. Lippa, AIF's Cadaret, Grant & Co., Inc. Experience January 2012 - December 2013
Job Retirement Plan Advisor, Accredited Investment Fiduciary at Cambridge Investment Research, Inc.
Industry Executive Office
Experience
Cambridge Investment Research, Inc. 2014 - Present
MassMutual Financial Group 2013 - 2014
Lawley Courier Advisors January 2012 - December 2013
Cadaret, Grant & Co., Inc. January 2012 - December 2013
Wall Street Financial Group 2009 - 2012
Emerald Technologies 2009 - 2012
Klein Steel Service Inc. 2008 - 2009
Countrywide Financial Corporation 2007 - 2008
NVR Inc. / Ryan Homes 2005 - 2007
Bank of America 2004 - 2005
Skills
Pensions, ESOP, Retirement Plans..., Fiduciary Plan..., Better Participant..., Avoiding Severe Market..., Form 1040 Line 17..., Form 8582 Income to...
Education
Kettering University
B.S. Electrical Engineering
McQuaid Jesuit High School
HSD
Tufts University
Electrical Engineering
Cambridge Investment Research, Inc. 2014 - Present
MassMutual Financial Group 2013 - 2014
Lawley Courier Advisors January 2012 - December 2013
Cadaret, Grant & Co., Inc. January 2012 - December 2013
Wall Street Financial Group 2009 - 2012
Emerald Technologies 2009 - 2012
Klein Steel Service Inc. 2008 - 2009
Countrywide Financial Corporation 2007 - 2008
NVR Inc. / Ryan Homes 2005 - 2007
Bank of America 2004 - 2005
Skills
Pensions, ESOP, Retirement Plans..., Fiduciary Plan..., Better Participant..., Avoiding Severe Market..., Form 1040 Line 17..., Form 8582 Income to...
Education
Kettering University
B.S. Electrical Engineering
McQuaid Jesuit High School
HSD
Tufts University
Electrical Engineering
R. Adrian Dunuwila, Ph.D. R. Adrian Dunuwila, Ph.D.'s Cadaret, Grant & Co., Inc. Experience January 1993 - December 2002
Job Financial Advisor at Lincoln Investment Planning, Inc.
Industry Investment Management
Experience
Dunuwila Wealth Management January 1983 - Present
Lincoln Investment January 2003 - Present
Cadaret, Grant & Co., Inc. January 1993 - December 2002
American Express Financial Advisors August 1983 - December 1992
Niagara University August 1979 - May 1983
Duluth Cathedral High School September 1970 - June 1973
Skills
Retirement Planning, Financial Planning, 401k, 403 b, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Rollovers, Life Insurance, UGMA/UTMA/529 Plans, Long-term Care, Investment Portfolio..., Mutual Funds, Fixed Annuities, Variable Annuities, Asset Management, Investment Presentations, Retirement, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Customer Service, Strategic Planning, Clarity, Leadership, Management
Education
Fordham University Graduate School of Arts and Sciences 1977 — 1978
Ph.D.
St. John's University, Collegeville, MN 1972 — 1973
Master of Arts (M.A.)
National Divinity College, Sri Lanka 1960 — 1968
Undergraduate Studies
Dunuwila Wealth Management January 1983 - Present
Lincoln Investment January 2003 - Present
Cadaret, Grant & Co., Inc. January 1993 - December 2002
American Express Financial Advisors August 1983 - December 1992
Niagara University August 1979 - May 1983
Duluth Cathedral High School September 1970 - June 1973
Skills
Retirement Planning, Financial Planning, 401k, 403 b, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Rollovers, Life Insurance, UGMA/UTMA/529 Plans, Long-term Care, Investment Portfolio..., Mutual Funds, Fixed Annuities, Variable Annuities, Asset Management, Investment Presentations, Retirement, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Customer Service, Strategic Planning, Clarity, Leadership, Management
Education
Fordham University Graduate School of Arts and Sciences 1977 — 1978
Ph.D.
St. John's University, Collegeville, MN 1972 — 1973
Master of Arts (M.A.)
National Divinity College, Sri Lanka 1960 — 1968
Undergraduate Studies
Dr. Carlene Lacey Dr. Carlene Lacey's Cadaret, Grant & Co., Inc. Experience 1998 - 2001
Job Director, Special Programs and Community Outreach at Syracuse Community Health Center
Industry Hospital & Health Care
Experience
Syracuse Community Health Center September 2014 - Present
Syracuse Community Health Center December 2006 - Present
Syracuse Community Health Center January 2014 - September 2014
SUNY Upstate Medical University 2001 - 2006
Cadaret, Grant & Co., Inc. 1998 - 2001
Skills
Leadership, Strategic Planning, Team Building, Training, Process Improvement, Public Speaking, Program Management, Healthcare, Research, Leadership Development, Event Planning, Event Management, Corporate Events, Program Development, Change Management, Fundraising, Cross-functional Team..., Cross Functional Team..., Personnel Management, Personal Development, Community Outreach, Community Engagement, Marketing, Grant Administration, Financial Literacy..., Customer Service, Microsoft Office, Project Management
Education
State University of New York Empire State College
Bachelor’s Degree, Business Administration/ Human Resources Management
University of Phoenix
Doctor of Philosophy (Ph.D.), Management and Organizational Leadership
University of Phoenix
Master of Business Administration (M.B.A.), Human Resources Management
Syracuse Community Health Center September 2014 - Present
Syracuse Community Health Center December 2006 - Present
Syracuse Community Health Center January 2014 - September 2014
SUNY Upstate Medical University 2001 - 2006
Cadaret, Grant & Co., Inc. 1998 - 2001
Skills
Leadership, Strategic Planning, Team Building, Training, Process Improvement, Public Speaking, Program Management, Healthcare, Research, Leadership Development, Event Planning, Event Management, Corporate Events, Program Development, Change Management, Fundraising, Cross-functional Team..., Cross Functional Team..., Personnel Management, Personal Development, Community Outreach, Community Engagement, Marketing, Grant Administration, Financial Literacy..., Customer Service, Microsoft Office, Project Management
Education
State University of New York Empire State College
Bachelor’s Degree, Business Administration/ Human Resources Management
University of Phoenix
Doctor of Philosophy (Ph.D.), Management and Organizational Leadership
University of Phoenix
Master of Business Administration (M.B.A.), Human Resources Management
Gina Scollo Gina Scollo's Cadaret, Grant & Co., Inc. Experience January 2015 - Present
Job Managed Accounts Clerk at Cadaret, Grant & Co., Inc.
Industry Financial Services
Experience
Bull and Bear April 2015 - Present
Cadaret, Grant & Co., Inc. January 2015 - Present
The Small Business Development Center (SBDC) June 2014 - December 2014
Kallet Theater January 2014 - December 2014
The Shed August 2013 - December 2014
Vector Marketing June 2012 - August 2012
Skills
Teamwork, Research, Networking, Execution of Business..., Financial Forecasting, Sales Operations, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Photoshop, Customer Service, Public Speaking
Education
State University of New York College at Oswego 2011 — 2014
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Onondaga Community College 2010 — 2011
Bull and Bear April 2015 - Present
Cadaret, Grant & Co., Inc. January 2015 - Present
The Small Business Development Center (SBDC) June 2014 - December 2014
Kallet Theater January 2014 - December 2014
The Shed August 2013 - December 2014
Vector Marketing June 2012 - August 2012
Skills
Teamwork, Research, Networking, Execution of Business..., Financial Forecasting, Sales Operations, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Photoshop, Customer Service, Public Speaking
Education
State University of New York College at Oswego 2011 — 2014
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Onondaga Community College 2010 — 2011
Ronald J. Vaccaro Jr.'s Cadaret, Grant & Co., Inc. Experience March 2015 - May 2015
Job Sales Specialist at Apple
Industry Financial Services
Experience
Apple September 2015 - Present
COHEN Equities May 2015 - Present
Cadaret, Grant & Co., Inc. March 2015 - May 2015
Mutual of Omaha October 2014 - March 2015
Merrill Lynch May 2014 - August 2014
Le Moyne College May 2012 - March 2014
Skills
Mathematics, Economics, Business Intelligence, Access, Communication Skills, Interviews, Negotiation, Organization, Real Estate, Real Estate Economics, Social Media, Data Analysis, Communication, SAS, Real Estate Transactions, Time Management, Analysis, Marketing, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Customer Service
Education
Le Moyne College 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Apple September 2015 - Present
COHEN Equities May 2015 - Present
Cadaret, Grant & Co., Inc. March 2015 - May 2015
Mutual of Omaha October 2014 - March 2015
Merrill Lynch May 2014 - August 2014
Le Moyne College May 2012 - March 2014
Skills
Mathematics, Economics, Business Intelligence, Access, Communication Skills, Interviews, Negotiation, Organization, Real Estate, Real Estate Economics, Social Media, Data Analysis, Communication, SAS, Real Estate Transactions, Time Management, Analysis, Marketing, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Customer Service
Education
Le Moyne College 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Ryan Hellmich Ryan Hellmich's Cadaret, Grant & Co., Inc. Experience July 2015 - Present
Job Administrative Assistant at Cadaret, Grant & Co., Inc.
Industry Sports
Experience
Cadaret, Grant & Co., Inc. July 2015 - Present
Lacrosse Unlimited 2009 - Present
Chapman University September 2008 - May 2013
Clear Capital, LLC June 2012 - August 2012
Serrano Hawks Lacrosse April 2010 - July 2010
Skills
Finance, Athletics, Microsoft Excel, PowerPoint, Analysis, Financial Analysis, Time Management, Sports Marketing, Investments, Social Media Marketing, Social Media, Social Networking, Sports Management, Microsoft Office, Microsoft Word, Facebook, Public Speaking, Marketing, Computer Science, Series 7
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2013
Bachelor of Science (BS), Business Administration, Finance
Cadaret, Grant & Co., Inc. July 2015 - Present
Lacrosse Unlimited 2009 - Present
Chapman University September 2008 - May 2013
Clear Capital, LLC June 2012 - August 2012
Serrano Hawks Lacrosse April 2010 - July 2010
Skills
Finance, Athletics, Microsoft Excel, PowerPoint, Analysis, Financial Analysis, Time Management, Sports Marketing, Investments, Social Media Marketing, Social Media, Social Networking, Sports Management, Microsoft Office, Microsoft Word, Facebook, Public Speaking, Marketing, Computer Science, Series 7
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2013
Bachelor of Science (BS), Business Administration, Finance
Grace Frost Grace Frost's Cadaret, Grant & Co., Inc. Experience December 2014 - Present
Job Compliance Professional
Industry Financial Services
Experience
Cadaret, Grant & Co., Inc. December 2014 - Present
Synovus Financial Corporation August 2013 - March 2014
Nationwide Financial November 2012 - May 2013
Nationwide Financial April 2011 - November 2012
Nationwide Insurancegrou September 2010 - February 2011
French Dept of Education October 2009 - April 2010
Skills
Series 7, Series 24, Series 66, Series 6
Education
The Ohio State University 2005 — 2009
Bachelor's Degree, French Studies, 3.73
Cadaret, Grant & Co., Inc. December 2014 - Present
Synovus Financial Corporation August 2013 - March 2014
Nationwide Financial November 2012 - May 2013
Nationwide Financial April 2011 - November 2012
Nationwide Insurancegrou September 2010 - February 2011
French Dept of Education October 2009 - April 2010
Skills
Series 7, Series 24, Series 66, Series 6
Education
The Ohio State University 2005 — 2009
Bachelor's Degree, French Studies, 3.73
Jude Stambone's Cadaret, Grant & Co., Inc. Experience June 2009 - December 2010
Job Financial Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial 2011 - Present
Cadaret, Grant & Co., Inc. June 2009 - December 2010
Long Financial Group June 2009 - December 2010
Wells Fargo Advisors April 2009 - June 2009
Wachovia Securities May 2006 - April 2009
Wachovia Securities July 2003 - May 2006
Prudential Securities May 2000 - July 2003
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Fixed Annuities, Investment Management, IRAs, Series 6, Portfolio Management, Life Insurance, Disability Insurance, Asset Management, Long-term Care
Education
Penn State University 1990 — 1995
Bishop O'Hara
Moravian College
University of Scranton
LPL Financial 2011 - Present
Cadaret, Grant & Co., Inc. June 2009 - December 2010
Long Financial Group June 2009 - December 2010
Wells Fargo Advisors April 2009 - June 2009
Wachovia Securities May 2006 - April 2009
Wachovia Securities July 2003 - May 2006
Prudential Securities May 2000 - July 2003
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Fixed Annuities, Investment Management, IRAs, Series 6, Portfolio Management, Life Insurance, Disability Insurance, Asset Management, Long-term Care
Education
Penn State University 1990 — 1995
Bishop O'Hara
Moravian College
University of Scranton
Michael J. Conway Michael J. Conway's Cadaret, Grant & Co., Inc. Experience May 2012 - August 2012
Job Statistical Analyst at Astron Solutions, LLC
Industry Human Resources
Experience
Astron Solutions, LLC December 2013 - Present
Upstate Insurance Brokerage Service June 2013 - November 2013
Cadaret, Grant & Co., Inc. May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, Social Media, NetX360, ApplicationXtender, Microsoft CRM, WinFlex, Financial Analysis, Financial Modeling, Health Insurance, Statistical Data..., Morningstar, Capital IQ
Education
Niagara University 2009 — 2013
Bachelor's Degree, Finance, General, 3.4
Astron Solutions, LLC December 2013 - Present
Upstate Insurance Brokerage Service June 2013 - November 2013
Cadaret, Grant & Co., Inc. May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, Social Media, NetX360, ApplicationXtender, Microsoft CRM, WinFlex, Financial Analysis, Financial Modeling, Health Insurance, Statistical Data..., Morningstar, Capital IQ
Education
Niagara University 2009 — 2013
Bachelor's Degree, Finance, General, 3.4
Jim Herzog Jim Herzog's Cadaret, Grant & Co., Inc. Experience October 1989 - Present
Job Utilizing Risk Management to achieve success
Industry Financial Services
Experience
Capital Concepts December 1992 - Present
Cadaret, Grant & Co., Inc. October 1989 - Present
Herzog Melton Financial Services February 1974 - July 1988
Skills
Strategic Financial..., Risk Management, Asset Management, Retirement Planning, Financial Analysis, Wealth Management, Securities, Financial Services, Mutual Funds, 401k, Life Insurance, Business Planning, Succession Planning, Term Life Insurance, Long Term Care Insurance, Medicare Supplements, Medicare Advantage, Medicare Prescription..., Fixed Annuities, Series 7, Series 6, Series 24
Education
Nichols College 1964 — 1968
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Capital Concepts December 1992 - Present
Cadaret, Grant & Co., Inc. October 1989 - Present
Herzog Melton Financial Services February 1974 - July 1988
Skills
Strategic Financial..., Risk Management, Asset Management, Retirement Planning, Financial Analysis, Wealth Management, Securities, Financial Services, Mutual Funds, 401k, Life Insurance, Business Planning, Succession Planning, Term Life Insurance, Long Term Care Insurance, Medicare Supplements, Medicare Advantage, Medicare Prescription..., Fixed Annuities, Series 7, Series 6, Series 24
Education
Nichols College 1964 — 1968
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Tyler Brass's Cadaret, Grant & Co., Inc. Experience June 2009 - July 2012
Job Senior Regulatory Affairs Analyst Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
AXA US August 2012 - March 2015
Cadaret, Grant & Co., Inc. June 2009 - July 2012
Citi Smith Barney July 2007 - June 2009
Hancock & Estabrook, LLP September 2003 - June 2007
Skills
Series 7, Auditing, Wealth Management, Insurance, Series 63, FINRA, Retirement Planning, Retirement, Asset Management, 401k, Equities, Accounts Payable, Risk Management, Alternative Investments, Disability Insurance
Education
The College of William and Mary - Marshall Wythe Law School 2000 — 2003
J.D., Law
Roanoke College 1996 — 2000
B.A., Economics, Concentration in Health Care Administration
Raymond James Financial, Inc. March 2015 - Present
AXA US August 2012 - March 2015
Cadaret, Grant & Co., Inc. June 2009 - July 2012
Citi Smith Barney July 2007 - June 2009
Hancock & Estabrook, LLP September 2003 - June 2007
Skills
Series 7, Auditing, Wealth Management, Insurance, Series 63, FINRA, Retirement Planning, Retirement, Asset Management, 401k, Equities, Accounts Payable, Risk Management, Alternative Investments, Disability Insurance
Education
The College of William and Mary - Marshall Wythe Law School 2000 — 2003
J.D., Law
Roanoke College 1996 — 2000
B.A., Economics, Concentration in Health Care Administration
Eric Stefanik's Cadaret, Grant & Co., Inc. Experience April 2008 - June 2009
Job .
Industry Internet
Experience
J.P. Morgan 2011 - 2012
Travelers June 2009 - May 2011
Cadaret, Grant & Co., Inc. April 2008 - June 2009
JPMorgan Securities Inc. July 2004 - November 2007
Skills
Financial Analysis, Insurance, Marketing
Education
Le Moyne College 2000 — 2004
BS, Business Administration, Concentration in Finance
J.P. Morgan 2011 - 2012
Travelers June 2009 - May 2011
Cadaret, Grant & Co., Inc. April 2008 - June 2009
JPMorgan Securities Inc. July 2004 - November 2007
Skills
Financial Analysis, Insurance, Marketing
Education
Le Moyne College 2000 — 2004
BS, Business Administration, Concentration in Finance
Trisha Tymkiw's Cadaret, Grant & Co., Inc. Experience October 2006 - Present
Job Internal Auditor at Cadaret Grant
Industry Financial Services
Experience
Cadaret, Grant & Co., Inc. October 2006 - Present
BASCOL December 2005 - October 2006
Cadaret, Grant & Co., Inc. May 2005 - December 2005
Cadaret, Grant & Co., Inc. December 1998 - May 2005
Skills
Risk Management, Enterprise Risk..., Insurance, Sarbanes-Oxley Act, Financial Risk, Operational Risk, External Audit, Finance, COSO, Financial Services, AML, Financial Accounting, Segregation of Duties, Microsoft Excel, Financial Audits
Education
Dominican University of California
Bachelor's degree, Accounting and Finance
Cadaret, Grant & Co., Inc. October 2006 - Present
BASCOL December 2005 - October 2006
Cadaret, Grant & Co., Inc. May 2005 - December 2005
Cadaret, Grant & Co., Inc. December 1998 - May 2005
Skills
Risk Management, Enterprise Risk..., Insurance, Sarbanes-Oxley Act, Financial Risk, Operational Risk, External Audit, Finance, COSO, Financial Services, AML, Financial Accounting, Segregation of Duties, Microsoft Excel, Financial Audits
Education
Dominican University of California
Bachelor's degree, Accounting and Finance
James Pessagno's Cadaret, Grant & Co., Inc. Experience April 2014 - Present
Job Financial Planner
Industry Financial Services
Experience
Cadaret, Grant & Co., Inc. April 2014 - Present
Nationwide Financial March 2004 - March 2014
Nationwide Insurance September 1996 - March 2004
Cars Sounds August 1994 - August 1996
Skills
Strategic Planning, Sales, Account Management, Process Improvement, Budgets, Customer Service, Public Speaking, Team Building, Project Management, Coaching, Marketing Strategy, Marketing
Education
Towson University
Bachelor of Science (BS), Economics
calvert hall
calvert hall
calvert hall
calvert hall
calvert hall
calvert hall
Cadaret, Grant & Co., Inc. April 2014 - Present
Nationwide Financial March 2004 - March 2014
Nationwide Insurance September 1996 - March 2004
Cars Sounds August 1994 - August 1996
Skills
Strategic Planning, Sales, Account Management, Process Improvement, Budgets, Customer Service, Public Speaking, Team Building, Project Management, Coaching, Marketing Strategy, Marketing
Education
Towson University
Bachelor of Science (BS), Economics
calvert hall
calvert hall
calvert hall
calvert hall
calvert hall
calvert hall
Marielle Artessa's Cadaret, Grant & Co., Inc. Experience May 2011 - November 2014
Job Marketing Manager at TuckerHaskins and Associates
Industry Marketing and Advertising
Experience
Tucker-Haskins and Associates November 2014 - Present
Cadaret, Grant & Co., Inc. May 2011 - November 2014
Cadaret, Grant & Co., Inc. May 2011 - April 2012
Mirbeau Inn & Spa August 2010 - May 2011
Skills
Marketing, Microsoft Excel, Access, Investments, Microsoft Office, Financial Analysis, PowerPoint, Public Relations, Microsoft Word, Social Media, Customer Service, Marketing Communications, Financial Planning, Marketing Strategy
Education
Le Moyne College 2006 — 2010
Bachelors, Business-Applied Management Analysis and Marketing
Henninger High School 2002 — 2006
High School
Tucker-Haskins and Associates November 2014 - Present
Cadaret, Grant & Co., Inc. May 2011 - November 2014
Cadaret, Grant & Co., Inc. May 2011 - April 2012
Mirbeau Inn & Spa August 2010 - May 2011
Skills
Marketing, Microsoft Excel, Access, Investments, Microsoft Office, Financial Analysis, PowerPoint, Public Relations, Microsoft Word, Social Media, Customer Service, Marketing Communications, Financial Planning, Marketing Strategy
Education
Le Moyne College 2006 — 2010
Bachelors, Business-Applied Management Analysis and Marketing
Henninger High School 2002 — 2006
High School
Andrew Desiderio's Cadaret, Grant & Co., Inc. Experience November 2008 - May 2010
Job Tax Accountant & Payroll Specialist
Industry Financial Services
Experience
Farm Credit East, ACA May 2010 - Present
Cadaret, Grant & Co., Inc. November 2008 - May 2010
Key Bank May 2005 - November 2008
Skills
Accounting, Financial Reporting, Tax, Payroll, Financial Statements, Tax Returns, Research, Auditing, Budgets, Internal Audit
Education
Le Moyne College 2007 — 2010
Bachelor of Science in Business Administration, Accounting, Economics
Farm Credit East, ACA May 2010 - Present
Cadaret, Grant & Co., Inc. November 2008 - May 2010
Key Bank May 2005 - November 2008
Skills
Accounting, Financial Reporting, Tax, Payroll, Financial Statements, Tax Returns, Research, Auditing, Budgets, Internal Audit
Education
Le Moyne College 2007 — 2010
Bachelor of Science in Business Administration, Accounting, Economics
Diana Ucchino's Cadaret, Grant & Co., Inc. Experience Marketing AssistantCadaret, Grant & Co., Inc.June 2005 - January 2007
Job Marketing Associate at Cadaret, Grant & Co., Inc.
Industry Financial Services
Experience
Cadaret, Grant & Co., Inc. Marketing AssistantCadaret, Grant & Co., Inc.June 2005 - January 2007
Education
Le Moyne College 2000 — 2004
English, Communications
Cadaret, Grant & Co., Inc. Marketing AssistantCadaret, Grant & Co., Inc.June 2005 - January 2007
Education
Le Moyne College 2000 — 2004
English, Communications
Michael Colletti's Cadaret, Grant & Co., Inc. Experience December 2014 - Present
Job
Industry Financial Services
Experience
Cadaret, Grant & Co., Inc. December 2014 - Present
Skills
New Business Development, Strategic Planning, Securities, Investment Planning, Wealth Management, IRA's, 401k, Series 7, Series 65, Insurance, Mutual Funds, Asset Allocation, Asset Management, Retirement Planning
Education
Hofstra University 1992 — 1997
Bachelor's degree, Sociology and Psychology
Cadaret, Grant & Co., Inc. December 2014 - Present
Skills
New Business Development, Strategic Planning, Securities, Investment Planning, Wealth Management, IRA's, 401k, Series 7, Series 65, Insurance, Mutual Funds, Asset Allocation, Asset Management, Retirement Planning
Education
Hofstra University 1992 — 1997
Bachelor's degree, Sociology and Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY