Clarfeld Financial Advisors

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Clarfeld Financial Advisors Employees

Employee
Years
Job
Industry
Martin E. Levine Martin E. Levine Greater New York City Area Details
Martin E. Levine's Clarfeld Financial Advisors Experience March 2000 - March 2007
Job Principal Independent Financial Advisorysupport firm offering fullservice financial planning with strategic partners
Industry Financial Services
Experience
4Thought Financial Group Inc., Long Island, New York   April 2012 - Present
Guardian/Park Ave Securities, Long Island, New York   March 2007 - March 2012
Clarfeld Financial Advisors   March 2000 - March 2007

Skills
Author "Widow's..., Certified Public...

Education
The American College   2009 — 2011
Chartered Advisor in Philanthrophy, Planned giving

The American College   1991 — 1993
Chartered Financial Consultant (ChFC), Estate, retirement, fringe benefits & investment planning

St. John's University   1973 — 1976
Master of Business Administration (MBA), Accounting

University of Miami - School of Business   1973 — 1976
Bachelor of Business Administration (BBA), Finance

Herricks

Ali Naveed Ali Naveed Greenwood Lake, New York Details
Ali Naveed's Clarfeld Financial Advisors Experience February 2008 - April 2010
Job President at Pakcalendars Inc
Industry Food & Beverages
Experience
Frozen Treats, Inc   April 2012 - Present
Pakcalendars Inc   September 2012 - January 2013
Pace University  May 2010 - May 2011
Clarfeld Financial Advisors   February 2008 - April 2010

Skills
Student Affairs, Student Development, Higher Education, Academic Advising, Higher Education..., Admissions, Student Activities, SPSS, Student Engagement, Student Leadership, Teaching, Strong Interest..., Service Learning, Research, University Teaching, Cover Letters, Advisement, Alumni Relations, College Teaching, Student Financial Aid, Career Development, Bloomberg Terminal, Public Speaking

Education
Pace University Grad School   2010 — 2013
Master's Degree, Not for Profit Management

Pace University - Lubin School of Business   2006 — 2010
Bachelor of Business Administration (BBA), Finance/ Economics

Jessica Espinosa Jessica Espinosa Pelham, New York Details
Jessica Espinosa's Clarfeld Financial Advisors Experience July 2014 - Present
Job Tax Assistant
Industry Accounting
Experience
Clarfeld Financial Advisors   July 2014 - Present
Executive Monetary Management  December 2011 - February 2014
Allstate Insurance  June 2007 - June 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Java, HTML, Research

Education
Iona College   2008 — 2012
BBA, Accounting

Gianni DiFroscia Gianni DiFroscia Greater New York City Area Details
Gianni DiFroscia's Clarfeld Financial Advisors Experience June 2012 - Present
Job Financial Planner at Clarfeld Financial Advisors
Industry Marketing and Advertising
Experience
Clarfeld Financial Advisors   June 2012 - Present
Omnicom Group  May 2009 - June 2012
CVS Caremark Corporation  November 2006 - September 2010

Education
Pace University - Lubin School of Business   2008 — 2012
BBA, Finance and Economics

Devin Meikle Devin Meikle Greater New York City Area Details
Devin Meikle's Clarfeld Financial Advisors Experience August 2013 - August 2014
Job SEM Account Analyst at Driven Local
Industry Marketing and Advertising
Experience
Driven Local  January 2015 - Present
Driven Local  November 2014 - January 2015
Clarfeld Financial Advisors   August 2013 - August 2014
Aflac  September 2012 - December 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Social Media, Teamwork, Outlook, Time Management, Budgets, Higher Education, Sports, QuickBooks, Fundraising, Account Reconciliation, Advertising, Email Marketing

Education
Saint Thomas Aquinas College   2010 — 2013
Bachelor of Science (B.S.), Mathematics with a specialization in Actuarial Sciences

Ellie Lestrange Ellie Lestrange Brewster, New York Details
Ellie Lestrange's Clarfeld Financial Advisors Experience July 2015 - Present
Job Tax Associate
Industry Financial Services
Experience
Clarfeld Financial Advisors   July 2015 - Present
American Cancer Society  June 2014 - August 2014
Gipsy Trail Club   May 2011 - August 2014
I Am Accessories   November 2010 - March 2011
Town of Southeast   June 2007 - August 2008

Skills
Marketing Communications, Communication Skills, Marketing, Business, Economics, Technology, Team-oriented, iMovie, Microsoft Office, Teamwork, Flexibility, Determination to Succeed, Social Networking, Event Management, Digital Media, Time Management, Video, Sales, Interpersonal..., Microsoft Excel, Communication, Microsoft Word, PowerPoint, Social Media, Customer Service, Public Speaking

Education
SUNY Oneonta   2011 — 2015
Bachelor of Science (B.S.), Business/ Economics

Bond University   2013 — 2013
Bachelor of Science (BS), Business/Managerial Economics

Brewster High School   2007 — 2011
High School Diploma

Michael Hans, CFA Michael Hans, CFA Greater New York City Area Details
Michael Hans, CFA's Clarfeld Financial Advisors Experience December 2012 - Present
Job Managing Director/Deputy Chief Investment Officer at Clarfeld Financial Advisors
Industry Financial Services
Experience
Clarfeld Financial Advisors   December 2012 - Present
Financial Network Investment Corporation, Member SIPC  November 2007 - December 2012

Skills
Investments, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies, Retirement Planning, Investment Advisory, Portfolio Management, Alternative Investments, Strategic Financial..., Equities, Retirement, Securities, Investment Management, Fixed Income

Education
Queens College   2005 — 2008
Bachelor of Arts (B.A.), Psychology

Beth (Blum) Haas Beth (Blum) Haas Washington D.C. Metro Area Details
Beth (Blum) Haas's Clarfeld Financial Advisors Experience May 1999 - August 1999
Job CW Financial Services LLC
Industry Accounting
Experience
CW Financial Services LLC  February 2013 - Present
Equity Staffing Group  July 2012 - January 2013
Lehigh Technical Service   August 2011 - July 2012
BDO  October 2010 - June 2011
BDO USA, LLP  August 2007 - September 2010
Todres & Company, LLP   January 2006 - August 2007
Smart & Associates, LLP   October 2004 - December 2005
Random House, Inc  April 2001 - February 2004
Random House  August 1999 - April 2001
Clarfeld Financial Advisors   May 1999 - August 1999

Skills
Financial Reporting, Auditing, Internal Controls, GAAP, Reconciliation

Education
Pace University - Lubin School of Business   2003 — 2005
MS, Accounting

Pace University - Lubin School of Business   1995 — 1999
MBA, Financial Management

Brown University   1991 — 1995
BA, Environmental Studies

Dannel Chery Dannel Chery Mount Vernon, New York Details
Dannel Chery's Clarfeld Financial Advisors Experience December 2002 - March 2004
Job Assistant Vice President, Communications Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2006 - Present
Morgan Stanley  November 2005 - August 2006
Tremont Capital Management  March 2004 - November 2005
Clarfeld Financial Advisors   December 2002 - March 2004
Clarfeld Financial Advisors   June 2001 - November 2002

Skills
Analysis, Finance, Strategy, Management, Leadership, Fixed Income, Due Diligence, Project Management, Strategic Financial..., Portfolio Management, Team Management, Mutual Funds, Hedge Funds, Auditing, Google Analytics, MS Excel Pivot Tables, HTML, CSS

Education
Iona College   1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics

Dan Collins, CFP®, CLTC, ChFC® Dan Collins, CFP®, CLTC, ChFC® Greater New York City Area Details
Dan Collins, CFP®, CLTC, ChFC®'s Clarfeld Financial Advisors Experience 2005 - May 2007
Job Director of Financial Planning at WealthEdge Advisors
Industry Financial Services
Experience
WealthEdge Advisors   September 2012 - Present
Lenox Advisors  June 2007 - September 2012
Clarfeld Financial Advisors   2005 - May 2007
Deutsche Bank  March 2000 - March 2005

Skills
Series 7, Asset Managment, Wealth Management, Retirement Planning, Securities, Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Investment Advisory, Certified Financial..., Certified in Long Term..., Chartered Financial..., Financial Advisory, Long-term Care, Asset Management, Estate Planning, Wealth Management..., High Net Worth..., Investment Management

Education
Baruch College

NYU

prep

Michelle Yvonne Brady, EA Michelle Yvonne Brady, EA Greater New York City Area Details
Michelle Yvonne Brady, EA's Clarfeld Financial Advisors Experience October 2006 - October 2012
Job Tax advisor
Industry Financial Services
Experience
Ernst & Young  January 2013 - Present
Clarfeld Financial Advisors   October 2006 - October 2012
KPMG US  February 2005 - October 2006

Education
Mercy College
Accounting

Robert Grillo Robert Grillo Greater New York City Area Details
Robert Grillo's Clarfeld Financial Advisors Experience September 2010 - Present
Job Clarfeld Financial Advisors
Industry Financial Services
Experience
Clarfeld Financial Advisors   September 2010 - Present
Great Atlantic & Pacific Tea Company  December 1997 - September 2010

Skills
BlackDiamond, Accounting, Data Entry, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Budgets, Sales, Microsoft Excel, Payroll, Finance, Banking, Investments, Management, Account Reconciliation, Customer Service

Education
The College of Westchester   2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, GPA 3.82

The College of Westchester   2008 — 2011
Associate Applied Science, Accounting, GPA 3.80

Rachel Galluzzo Rachel Galluzzo Greater New York City Area Details
Rachel Galluzzo's Clarfeld Financial Advisors Experience December 2014 - May 2015
Job Financial Services
Industry Financial Services
Experience
Northeast Financial   2015 - Present
Rhythm Report   September 2012 - Present
Clarfeld Financial Advisors   December 2014 - May 2015
Simone Development & Company   May 2013 - November 2014
YWCA of White Plains   January 2010 - May 2013

Skills
Accounting, Tax, Account Reconciliation, Tax Preparation, General Ledger, Business Strategy, Social Media, Management, Financial Statements

Education
Iona College   2014 — 2016
Master's degree, Finance and Financial Management Services

Iona College   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Business Management Concentration

Jessica Ullrich Jessica Ullrich Greater Boston Area Details
Jessica Ullrich's Clarfeld Financial Advisors Experience September 2013 - March 2014
Job Business Support Specialist at CMIPA
Industry Hospital & Health Care
Experience
CMIPA (Central Massachusetts Independent Physician Association)   November 2014 - Present
Clarfeld Financial Advisors   September 2013 - March 2014

Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Outlook, Project Management, Training, Process Improvement, Microsoft Office, SPSS, Athena, eClinical Works

Education
The College of Saint Rose   2009 — 2012
Master's degree, Counselor Education/School Counseling and Guidance Services, K-12

The College of Saint Rose   2005 — 2009
Bachelor's degree, Psychology

Rialda Kuc Rialda Kuc Greater New York City Area Details
Rialda Kuc's Clarfeld Financial Advisors Experience June 2012 - August 2014
Job Baron Capital Group, Inc.
Industry Financial Services
Experience
Baron Capital Group, Inc.   August 2014 - Present
Clarfeld Financial Advisors   June 2012 - August 2014
Cardinal McCloskey Services  February 2012 - June 2012
Joseph Gunnar & Co, LLC   August 2011 - February 2012

Education
Pace University - Lubin School of Business   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Lourdes Andrade, CPA Lourdes Andrade, CPA Somers, New York Details
Lourdes Andrade, CPA's Clarfeld Financial Advisors Experience July 2001 - June 2008
Job Accounting Professional
Industry Accounting
Experience
O'Connor Davies, LLP   January 2013 - Present
Fifth Street Finance Corp.   2009 - 2012
Garnet Group, Inc.   June 2008 - December 2008
Clarfeld Financial Advisors   July 2001 - June 2008
Ginsberg, Weiss & Co.   1997 - July 2001

Skills
Microsoft Excel, QuickBooks, ProSystem fx Tax, Budget, Consolidation, Tax, Account Reconciliation, Spanish, General Ledger, Payroll, Trusts, Estate Administration, Partnerships, Accounting, Financial Analysis, Tax Preparation, Financial Statements, Financial Reporting, Accounts Payable, Accounts Receivable, Fixed Assets, Auditing, Budgets

Education
Ramapo College of New Jersey   1995 — 1997
Bachelor of Arts (BA), Accounting and Finance

Brittany Pease Brittany Pease Greater New York City Area Details
Brittany Pease's Clarfeld Financial Advisors Experience July 2012 - Present
Job Tax Administrator at Clarfeld Financial Advisors
Industry Financial Services
Experience
Clarfeld Financial Advisors   July 2012 - Present
East Bay Chamber of Commerce   January 2012 - July 2012
Roger Williams Graduate Admissions   September 2010 - May 2012
BASF Global - The Chemical Company   June 2009 - August 2009
Ciba Specialty Chemicals  June 2008 - August 2008

Skills
Event Management, Event Planning, Microsoft Office, Social Media, Public Relations, Customer Service, Marketing Communications, Microsoft Excel, PowerPoint, Marketing Strategy, Microsoft Word, Budgets, Social Media Marketing, Project Management, Strategic Planning, Negotiation

Education
Roger Williams University   2008 — 2012
Bachelor of Arts (BA), Global Communications, Sociology

Meredith Raus Meredith Raus New Canaan, Connecticut Details
Meredith Raus's Clarfeld Financial Advisors Experience June 2012 - June 2015
Job Tax Associate at Reynolds & Rowella, LLP
Industry Accounting
Experience
Reynolds & Rowella, LLP   July 2015 - Present
Clarfeld Financial Advisors   June 2012 - June 2015
Cirillo, Francis, & Cirillo, LLP   June 2011 - May 2012
Northern Westchester Hospital  May 2010 - August 2010
Northern Westchester Hospital  December 2009 - January 2010

Skills
Quickbooks, Lacerte, Microsoft Office, ProSystem fx Tax, CCH ProSystem fx, Tax Preparation

Education
Sacred Heart University   2007 — 2011
BS, Accounting/Business Administration

Maria Regina High School   2002 — 2006

Anthony Ditrio Anthony Ditrio Charlotte, North Carolina Details
Anthony Ditrio's Clarfeld Financial Advisors Experience 2010 - 2012
Job Business Analyst at Electrolux North America
Industry Financial Services
Experience
Electrolux North America  2014 - Present
Carolinas Healthcare System  2013 - 2014
Carolinas Healthcare System  January 2012 - December 2013
Clarfeld Financial Advisors   2010 - 2012
Stop & Shop  2009 - 2010
Alka-East Electronics, Inc.   2004 - 2009

Skills
Microsoft Excel, SAP, Financial Analysis, Financial Reporting, Accounting, Excel Pivot, Variance Analysis, Account Reconciliation, JD Edwards, Oracle, Budgets, Lotus Notes, Excel Models, Outlook, PowerPoint, Kaufman Hall, Process Improvement, Training, Teaching, Business Objects, Information Systems, PeopleSoft, Journal Entries, General Ledger, PeopleSoft Financial, Presentations, Team Building, Enjoy New Challenges, Accounts Receivable, Accounts Payable, Microsoft Office, Payroll, ADP Payroll, QuickBooks, Microsoft Word, Non-profits

Education
University of North Carolina at Charlotte   2013 — 2015

Western Connecticut State University   2004 — 2009
Bachelor's Degree

Greenwich High School

Maggie Ausserlechner Maggie Ausserlechner Greater New York City Area Details
Maggie Ausserlechner's Clarfeld Financial Advisors Experience April 2014 - Present
Job Executive Assistant at Clarfeld Financial Advisors
Industry Internet
Experience
Clarfeld Financial Advisors   April 2014 - Present
Meebo  February 2011 - Present
Mindset Media  February 2008 - February 2011
Law & Order Criminal Intent   October 2005 - February 2008

Education
Hofstra University   1997 — 2001

David Bruckman David Bruckman Greater New York City Area Details
David Bruckman's Clarfeld Financial Advisors Experience August 2005 - Present
Job Principal/Financial Planner at Clarfeld Financial Advisors
Industry Financial Services
Experience
Clarfeld Financial Advisors   August 2005 - Present

Education
Pace University - Lubin School of Business   1999 — 2003
Masters, Taxation

Syracuse University College of Law   1986 — 1989

Union College   1982 — 1986
BA, Political Science

Andrew Wohl Andrew Wohl Greater New York City Area Details
Andrew Wohl's Clarfeld Financial Advisors Experience 1989 - 1991
Job Director at Societe Generale
Industry Financial Services
Experience
SG Americas Securities, LLC  April 2014 - Present
SG Americas Securities, LLC  January 2010 - April 2014
Barclays Capital  August 2008 - January 2010
Merrill Lynch  September 2005 - August 2008
Deutsche Bank  2001 - 2005
Fidelity Investments  1996 - 2001
Gruntal & Co.   1993 - 1996
Clarfeld Financial Advisors   1989 - 1991

Skills
Regulatory Reporting

Education
Queens College   1984 — 1988
BA, Accounting

Dominic DeFalco Dominic DeFalco Greater New York City Area Details
Dominic DeFalco's Clarfeld Financial Advisors Experience 1998 - 2000
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust  July 2000 - Present
Clarfeld Financial Advisors   1998 - 2000
Goldstein Golub Kessler  1989 - 1997

Skills
High Net Worth...

Education
Baruch College   1995 — 1999
Masters, Taxation

NYIT - Old Westbury   1985 — 1987
Bachelor of Science, Accounting

Northport

Stephanie Rouzer Stephanie Rouzer Greater New York City Area Details
Stephanie Rouzer's Clarfeld Financial Advisors Experience June 2005 - June 2011
Job Professional with over 13 years experience in Client Services, Employee Training and Management
Industry Building Materials
Experience
M.W. Rouzer LLC   January 2012 - Present
Clarfeld Financial Advisors   June 2005 - June 2011
Cedar Lodge Farm   2000 - 2004

Skills
Business Networking, Investments, Leadership, Management, Accounting, Retirement, Recruiting, Marketing, Time Management, Payroll, Portfolio Management, Budgets, Customer Service, Negotiation, Invoicing, Accounts Payable, Outlook, QuickBooks, Finance, Account Reconciliation, Business, Forecasting, Microsoft Excel

Education
Iona College
BBA, Management

Kelly Lamb Kelly Lamb New London/Norwich, Connecticut Area Details
Kelly Lamb's Clarfeld Financial Advisors Experience 2002 - 2003
Job Controller/Corporate Accounting Management/Financial Analysis/Financial Reporting
Industry Accounting
Experience
Revera Inc.  May 2013 - Present
Paradigm Healthcare Development LLC   October 2009 - May 2013
Ortronics  2008 - 2009
Haven Healthcare Management   2004 - 2008
Cyclone Home Systems, Inc   2003 - 2004
Clarfeld Financial Advisors   2002 - 2003
Louisiana Machinery: Caterpillar   2000 - 2002
Pequot Pharmaceutical Network: Mashantucket Pequot Tribe   1994 - 2000
Foxwoods Resort Casino  1992 - 1994
US Navy Resale and Services Support Office, FSO Oakland   1989 - 1991

Skills
Account Reconciliation, Financial Analysis, Auditing, Financial Statements, Tax, Managerial Finance, General Ledger, PeopleSoft, Accounts Receivable, Accounting, Payroll, Cash Management, Budgets, Internal Controls, Internal Audit, Analysis, Bank Reconciliation, Cash Flow, Cost Accounting, Finance, GAAP, Great Plains Software, Journal Entries, Microsoft Excel, Peachtree, Sarbanes-Oxley Act, Variance Analysis, Financial Reporting, Microsoft Dynamics GP

Education
Eastern Connecticut State University   1994 — 1997
BS, Accounting

Benjamin Jeanbaptiste Benjamin Jeanbaptiste Greater New York City Area Details
Benjamin Jeanbaptiste's Clarfeld Financial Advisors Experience February 2005 - July 2007
Job Associate at Ladder Capital Finance LLC
Industry Accounting
Experience
Ladder Capital Finance LLC  October 2012 - Present
Goldman Sachs  October 2010 - October 2012
Deloitte  September 2007 - October 2010
Clarfeld Financial Advisors   February 2005 - July 2007

Skills
SEC filings, Financial Reporting, Auditing, Accounting, Internal Controls, GAAP, Financial Statements, Strategic Financial..., Valuation, Investments

Education
Pace University - Lubin School of Business   2003 — 2007
BA, Accounting

Danielle Zumatto-Moten Danielle Zumatto-Moten Greater New York City Area Details
Danielle Zumatto-Moten's Clarfeld Financial Advisors Experience June 2003 - July 2004
Job Executive Administrator at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey  June 2008 - Present
Bear Stearns  February 2005 - June 2008
Clarfeld Financial Advisors   June 2003 - July 2004
Credit Suisse  July 2000 - July 2002
Donaldson, Lufkin & Jenrette   September 1998 - July 2000
MediaAmerica   1996 - 1998

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Event Management, Office Management, Editing, Administrative..., Administrative..., Time Management

Education
Queens College   1993 — 1995

Nofiel (Phil) Hussain Nofiel (Phil) Hussain Greater New York City Area Details
Nofiel (Phil) Hussain's Clarfeld Financial Advisors Experience July 2005 - March 2007
Job Market Data Analyst at Glencore
Industry Oil & Energy
Experience
Glencore  March 2013 - Present
Freepoint Commodities  May 2012 - March 2013
Noble Americas  July 2007 - April 2012
Clarfeld Financial Advisors   July 2005 - March 2007

Skills
Commodity, Financial Modeling, Commodity Markets, Energy Markets, Investment Banking, Structured Products, Shipping, Hedging, Derivatives, Petroleum, Commodity Risk..., Energy, Market Risk, Options, Trading, Natural Gas

Education
Pace University - Lubin School of Business

Adrian Venuto Adrian Venuto Greater New York City Area Details
Adrian Venuto's Clarfeld Financial Advisors Experience April 2011 - Present
Job Clarfeld Financial
Industry Financial Services
Experience
Clarfeld Financial Advisors   April 2011 - Present
Emigrant Mortgage Company  June 2003 - April 2011

Skills
Microsoft Excel, Outlook, Microsoft Word, Banking, Wealth Management..., Wealth Preservation..., Investment Advisory, Microsoft Office, Insurance, Customer Service, Personal Financial..., Market Research, Real Estate, Bloomberg, Salesforce.com

Education
Pace University - Lubin School of Business   2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Pace University   2003 — 2007
BA, Management

Kadian Thompson Kadian Thompson Greater New York City Area Details
Kadian Thompson's Clarfeld Financial Advisors Experience June 2004 - March 2008
Job Senior Accountant at AIG
Industry Accounting
Experience
AIG  November 2014 - Present
Pitney Bowes  November 2011 - April 2014
Mitchell & Titus, LLP   March 2008 - October 2011
Clarfeld Financial Advisors   June 2004 - March 2008

Skills
External Audit, Internal Controls, Auditing, US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Assurance, IFRS, SEC filings

Education
City University of New York-Herbert H. Lehman College   2005 — 2008
Bachelor of Science (BS), Accounting

Borough of Manhattan Community College   2002 — 2004
Associate of Arts and Sciences (AAS), Business Administration and Management, General

Racquel Brown Racquel Brown Greater New York City Area Details
Racquel Brown's Clarfeld Financial Advisors Experience 2011 - Present
Job Investment Service Rep at Clarfeld Financial Advisors
Industry Nonprofit Organization Management
Experience
Clarfeld Financial Advisors   2011 - Present
Westchester Arc  2007 - 2011
Westchester Arc  June 2007 - 2010
Jamaica National Building Society  September 2004 - April 2007

Skills
Access, Data Entry, Payroll, Invoicing, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Banking, Loans, Filing, Nonprofits

Education
Monroe College   2008 — 2010
BBA, Accounting, 4.0

Moneague College   2001 — 2004
Associate's degree, Marketing, A

Michael Tom, CFA, CFP® Michael Tom, CFA, CFP® Yorktown Heights, New York Details
Michael Tom, CFA, CFP®'s Clarfeld Financial Advisors Experience November 1998 - October 2012
Job Principal at Point B Planning, LLC
Industry Financial Services
Experience
Point B Planning, LLC   June 2015 - Present
The Colony Group  January 2014 - February 2015
Clarfeld Financial Advisors   November 1998 - October 2012

Skills
Asset Allocation, Investment Advisory, Investment Management, Alternative Investments, Wealth Management, Portfolio Management, Strategic Financial..., Asset Management, Personal Financial..., Tax Preparation, Investment Performance, Estate Planning, Mutual Funds, Investments, Tax Advisory, Investment Strategies, Retirement Planning

Education
Pace University - Lubin School of Business   1994 — 1998

Daniel Verona Daniel Verona Greater New York City Area Details
Daniel Verona's Clarfeld Financial Advisors Experience November 2013 - Present
Job
Industry Accounting
Experience
Clarfeld Financial Advisors   November 2013 - Present
FUJIFILM Holdings America Corporation  November 2013 - November 2013
WTP Advisors  January 2012 - July 2013
Avalon Lake Partners   March 2013 - June 2013
PepsiCo  August 2011 - January 2012

Skills
Tax Accounting, Financial Accounting, Microsoft Excel, Account Reconciliation, Corporate Tax, International Tax, Income Tax, Strategic Financial..., Accounting, Tax, CPA, Transfer Pricing, Tax Advisory, Tax Returns, Financial Reporting

Education
Pace University   2015 — 2019
Masters, Taxation

University Of Rhode Island- College of Business   2007 — 2011
BS, Accounting

University of Rhode Island - College of Business Administration   2007 — 2011
BS, Accounting

Harrison High School

Susan Melian Susan Melian Stamford, Connecticut Details
Susan Melian's Clarfeld Financial Advisors Experience August 2010 - March 2014
Job Reconciliation Specialist/Account Administrator at Rockit Solutions, LLC
Industry Financial Services
Experience
Rockit Solutions, LLC  August 2014 - Present
Rockit Solutions, LLC  March 2014 - August 2014
Clarfeld Financial Advisors   August 2010 - March 2014
Chase Bank  October 2009 - August 2010
Tom Lavelle State Farm Agency   March 2007 - October 2009

Skills
• Notary Public, State..., Rockit Command, Bloomberg Terminal, • Salesforce, • Microsoft Word,..., • Charles Schwab..., Black Diamond, • iRebal Program, Microsoft Excel, PowerPoint

Education
University of Connecticut-Stamford
Current

Westchester Community College
A.S. Marketing

Wendy Munson Wendy Munson Greater New York City Area Details
Wendy Munson's Clarfeld Financial Advisors Experience 2005 - 2007
Job Channels Program Administrator at Zayo Group (AboveNet)
Industry Telecommunications
Experience
Zayo Group (formerly AboveNet)   2007 - 2013
Clarfeld Financial Advisors   2005 - 2007
Northwestern Mutual  2005 - 2005
MasterCard  1998 - 2003

Skills
Account Reconciliation, Program Management, Customer Service, Analysis, Accruals, Business Development, Bank Reconciliation, Bookkeeping, Journal Entries, Accounts Payable, Accounts Receivable, Microsoft Office, Budgets, Salesforce.com, Administrative..., Sales, Management, Marketing, Microsoft Excel, Lead Generation, PowerPoint

Education
Emerson College

Leo Samuels Leo Samuels Greater New York City Area Details
Leo Samuels's Clarfeld Financial Advisors Experience December 2009 - November 2013
Job Supervisor at CitrinCooperman
Industry Accounting
Experience
Citrin Cooperman  July 2015 - Present
Citrin Cooperman  December 2013 - July 2015
Clarfeld Financial Advisors   December 2009 - November 2013

Skills
Tax Preparation, QuickBooks, Financial Statements, Account Reconciliation, General Ledger, Accounting, ProSystem fx Tax, Tax Accounting, Tax Research, Journal Entries, Corporate Tax, Bank Reconciliation, Microsoft Excel

Education
City University of New York-Hunter College   2005 — 2009
Bachelor of Science (BS), Accounting