Cowan Financial Group
Address: One Maritime Plaza, 9th Floor, San Francisco, CA 94111 Phone: (415) 646-7200: : Hours: Category: : Place name: Website: : : : Website: http://www.cowen.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cowen Inc Posting publicly on the Web Write a review Reviews Be the first to review
Cowan Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cowan Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cowan Financial Group Employees
J.P. Morgan January 2011 - December 2011
JPMorgan Chase August 2007 - December 2010
Prosperity Asset Management February 2004 - July 2007
Cowan Financial Group November 2001 - January 2004
Education
Northwestern University - Kellogg School of Management 2013 — 2013
Master of Business Administration (MBA), Finance, General
The University of Edinburgh 2012 — 2013
Master of Business Administration (MBA), Finance, General
UADE 1994 — 1999
Bachelor's degree, International Business
First Choice Loan Services January 2009 - Present
Citizens Community Bank November 2006 - December 2008
Cowan Financial Group January 2005 - January 2007
Northwestern Mutual January 2005 - January 2006
Skills
Refinance, Loan Origination, Investment Properties, Government Loans, Reverse Mortgages, Mortgage Lending, Loans, New Home Purchase
Education
University of Arizona 1999 — 2001
Norwich University 1995 — 1996
Millstone
University of Arizona
Stryker Orthopaedics September 2012 - Present
Julie Lynn Willard Foundation 2010 - September 2012
Allyn International December 2010 - August 2012
Luxury Resorts July 2006 - January 2007
Cowan Financial Group January 2003 - May 2006
Skills
Customs, International Trade, NAFTA, Free Trade Agreements, Import, Import/Export, Import Compliance, Trade Compliance, Tariffs, Classification, Valuation, Duty Drawback, Export, Customs Regulations, Customs Clearance
Education
Ramapo College of New Jersey 2014 — 2016
Master of Business Administration (MBA)
Stevens Institute of Technology 2002 — 2006
Bachelors of Science, Business & Technology, Chemical Biology
Stevens Institute of Technology 2002 — 2006
Bachelor of Science (BS), Business and Technology
RMR Wealth Management LLC February 2011 - Present
SEI 2011 - 2014
SEI 2011 - 2014
Fifth Avenue Financial February 2009 - November 2010
Cowan Financial Group February 2001 - February 2009
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Advisory, Disability Insurance, Life Insurance, Investments, Investment Advisory, Portfolio Management, Long-term Care, Asset Allocation, Securities, Insurance, Series 7
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
SUNY Fashion Institute of Technology 1977 — 1979
Associate in Applied Science, Fashion Business
Completeadvisors January 2010 - Present
MML Investors June 1995 - January 2010
Cowan Financial Group July 1988 - June 1995
Skills
Retirement, Project Planning, Fiduciary, 401k, Monte Carlo Simulation, Strategic Financial..., Investments, Retirement Planning, Investment Advisory, Asset Managment, Financial Advisory, Mutual Funds, Asset Allocation, Strategic Planning, Accounting, Securities, Asset Management, Personal Financial..., Financial Planners
Education
The American College 1997 — 1999
Chartered Financial Consultant, Chartered Life Underwriter, Insurance, estate planning, pensions, retirement income planning and financial services.
State University of New York College at Oneonta 1985 — 1989
B.S, Business & Economics
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
Queens College 1984 — 1984
Theatre
Bayside High School 1982 — 1984
Business/Commerce, General
Morgan Stanley August 2011 - Present
Ramaz School January 2008 - Present
Cape One Financial September 2009 - December 2010
Spencer Clarke June 2007 - October 2009
Cowan Financial Group August 2006 - February 2007
Skills
Investments, Equities, Asset Allocation, Finance, Wealth Management, Asset Managment, Series 7, Series 63, Series 79
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Yeshiva University 2002 — 2006
Bachelor's, Biology
Sequoia Financial Group February 2003 - Present
Cowan Financial Group December 2001 - September 2002
Skills
Process Improvement, CRM, Management, Customer Service
Education
The University of Akron 2008 — 2010
MBA, Management
The University of Akron 1997 — 2001
Bus. Admin., Marketing, Int'l Business
Copley High School 1994 — 1998
Romy Computer Services, Inc. 1992 - Present
Norel Paper and Plastics 1990 - 1992
Planned Benefit Services, Inc. 1985 - 1990
Cowan Financial Group 1985 - 1987
Skills
Cloud Computing, Virtualization, Servers, Network Administration, Computer Hardware, Wireless, Small Business, Sales, Management, Business Strategy, Mobile Devices, Budgets, Coaching, Customer Service, Start-ups, Hardware, Web Design, Entrepreneurship, Networking
Education
University at Buffalo 1979 — 1983
Bachelor's degree, Psychology
Coldwell Banker Premier Properties May 2014 - Present
Century 21 St. Augustine Properties March 2014 - May 2014
New World Realty & Prop. Mgmt. Inc. December 2012 - March 2014
Cowan Financial Group May 2010 - 2012
Ronco Machine & Rigging September 2007 - February 2010
Looking for Executive Assistant position 2010 - 2010
WHETSTONE COMMERCIAL & ESTATES March 2006 - July 2007
CUSHMAN & WAKEFIELD, INC January 1999 - January 2006
KEOGLER MORGAN & COMPANY January 1996 - January 1999
ATLANTA MARKET CENTER January 1989 - January 1996
Skills
Contract Management, Microsoft Word, Proposal Writing, Management, Team Building, Customer Service, Leadership, Manufacturing, Microsoft Office, Marketing, Software Documentation, Government, Administration, Project Planning, Strategic Planning, Project Management
Education
Oglethorpe University
of Liberal Arts, Program
Oglethorpe University
Lenox Advisors 2012 - Present
Fifth Avenue Financial 2009 - 2012
Cowan Financial Group 1997 - 2009
Education
Georgetown University
Mount Vernon HIgh School
Lenox Advisors January 2003 - Present
Henske Advisors, Inc. January 1999 - December 2002
Cowan Financial Group January 1995 - December 1998
Skills
Retirement Planning, Corporate Benefits, Series 7, CLU, CLTC, CFS, CTS, CFP, Disability Insurance, Long Term Care, Financial Planning, Estate Planning, Children's Financial..., Life Insurance, Long-term Care, Asset Allocation, Strategic Financial..., Financial Planners, Certified Financial..., Finance, Financial Advisory, Securities, Investments, Asset Management, Wealth Management, Equities
Education
University of Virginia 1990 — 1994
B.A., Government & Foreign Affairs
Northport High School 1986 — 1990
The American College
The Corporation for Long-Term Care Certification
CLTC
Stern Slavutin 2, Inc December 2004 - Present
Cowan Financial Group January 2004 - December 2004
Skills
Series 7, Morningstar, Financial Services, Quicken, Emoney, Microsoft Office, Series 63
Education
Baruch College
Bachelor's degree, Economics
SPARC SF July 2015 - Present
SPARC SF January 2015 - July 2015
LifeHOUSE Properties June 2012 - October 2014
CBIZ MHM July 2011 - January 2012
Cowan Financial Group January 2007 - August 2009
Skills
Tax, Accounting, QuickBooks, Investments, Spreadsheets, Financial Statements, Strategic Financial..., Financial Analysis, Financial Reporting, Auditing, Account Reconciliation, Insurance
Education
Long Island University 2009 — 2011
MS, Accounting
Skidmore College 2002 — 2006
BA, English
MHS
iLevel Solutions August 2011 - Present
FactSet Research Systems October 2006 - August 2011
Taylor Rafferty July 2005 - July 2006
Cowan Financial Group June 2004 - August 2004
Skills
Investor Relations, Investment Banking, Financial Markets, Finance, Equities, Financial Services, Financial Modeling, Market Data, Fixed Income, Portfolio Management, Business Strategy, Team Management, Asset Management, Hedge Funds, Analysis, Venture Capital, Valuation, Relationship Management, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
BS, Finance & Marketing
PSCH May 2015 - Present
PSCH September 2014 - May 2015
Integral Guardianship Services September 2013 - August 2014
First Data Merchant Services August 2007 - April 2013
Fleetmatics August 2006 - July 2007
Cowan Financial Group August 2004 - August 2006
New York Life Insurance Company August 2003 - August 2004
FUND RAISING September 2002 - August 2003
Passaic Torah Institute December 2000 - September 2002
Allied Computer Manufacturer Group January 1993 - September 1995
Skills
Sales, Public Speaking, Cold Calling, B2B, Customer Service, Leadership, Marketing, New Business Development, Community Outreach, Analysis, Selling, Sales Process, Data Analysis, Insurance, Mental Health Counseling, Research, Case Management, Trauma Therapy, Strategic Planning, Crisis Intervention, Psychotherapy, Social Services, Family Therapy, Mental Health, Program Development, Management, CRM, Nonprofits
Education
Wurzweiler School of Social Work 2014 — 2017
Doctor of Philosophy (Ph.D.), Social Welfare
Wurzweiler School of Social Work 2013 — 2015
Joint M.S.W./Ph.D. program, Social Work
Oswego State University 1989 — 2002
Bachelors degree, Liberal Arts/ Political Science
Chaim Berlin/ Gur Aryeh Institute 1998 — 2000
Talmudic Degree; Masters Equivalent, Talmudic Studies
Chaim Berlin/ Gur Aryeh Institute 1995 — 1998
Rabbinical Degree (Bachelors Equivalent), Talmudic Studies
Jones Lang LaSalle July 2011 - May 2015
Initiative January 2011 - July 2012
Domestic Goddess May 2008 - July 2011
Lee, Nolan & Koroghlian, LLC April 2010 - January 2011
Soho House June 2003 - May 2004
Cowan Financial Group April 1998 - August 2001
Skills
Organizing, Office Management, Administration, Leadership, Customer Service, Interviews, Team Building, Time Management, Event Planning, Order Management, Budgets, Management, Event Management, Training, CRM, Online Marketing, Sales, Creative Writing, Press Releases, Marketing, Social Media, Fundraising, Social Media Marketing, Public Relations, Marketing Communications, PowerPoint, Microsoft Office, Advertising
Education
Hunter College 2004 — 2005
Associate of Arts and Sciences (AAS), Communications
Borough of Manhattan Community College 2001 — 2003
A.A.S, Corporate Communications
St. Michaels Academy 1991 — 1995
diploma
Jeanne Brutman, LLC September 2007 - Present
The Terrace Club 2009 - 2013
MassMutual 2002 - 2006
Cowan Financial Group 2002 - 2004
St. Petersberg Collection March 2000 - November 2001
Skills
Bake Cookies, Speed Reader, Jewelry Design, Retirement Planning, Wealth Accumulation, Pensions, Asset Protection, Strategic Financial..., Business Planning, Estate Planning, Investments, Disability Insurance, Life Insurance, Long-term Care, Wealth Management, Insurance, Asset Allocation, Long Term Care Insurance, Employee Benefits, Small Business, Real Estate, Buy-sell Agreements, Public Speaking, 401k, Succession Planning, Personal Finance, Trusts, Special Needs, Tax Advisory, Estate Law, Financial Goals, Whole Life, IRAs, Wealth, Plants, Divorce Planning, Social Networking, Executive Coaching, Retirement, Asset Management, Asset Managment, Series 7, Securities, Financial Planners, Motivational Speaking, Cookies, Entrepreneurship, Strategy, Leadership, Financial Advisory
Education
The American College 2004 — 2005
Certified Family Business Specialist, Business Succession and Transfer
State University of New York College of Environmental Sciences and Forestry 1990 — 1993
B.S, Forest Sciences and Biology
Cognizant Technology Solutions September 2014 - Present
Beacon Health Strategies June 2013 - September 2014
NKT Therapeutics Inc. June 2012 - August 2012
Warnaco June 2009 - June 2011
Mallory & Church, LLC November 2007 - September 2010
Joseph Abboud January 2007 - October 2007
Cowan Financial Group 2006 - 2006
Skills
Financial Analysis, Financial Modeling, Operating Budgets, Financial Projection, Microsoft Office, Forecasting, Hyperion Enterprise, Analysis, Finance, Business Development, Project Management, Retail, Product Management, Budgets, Sales, Valuation
Education
Boston University Graduate School of Management 2011 — 2013
MS-MBA, Health Sector Management
Boston University - School of Management 2002 — 2006
BSBA, Finance
Lenox Advisors June 2005 - Present
Cowan Financial Group October 1995 - June 2005
Education
George Mason University 1993 — 1995
BA
The American University of Paris 1990 — 1992
W.T. Woodson High School 1989 — 1990
Lenox Advisors PartnerLenox AdvisorsFebruary 2015 - Present
Cowan Financial Group September 1994 - June 2005
Education
University of Arizona 1989 — 1993
BA
Lenox Advisors May 2005 - Present
Champion System - Stan's NoTubes Pro Cycling Team November 2011 - Present
Cowan Financial Group June 1991 - April 2005
Skills
Management, Small Business, Business Strategy, Integrated Marketing
Education
Binghamton University 1987 — 1991
BA, Psychology
Precise Paving Inc. July 2014 - Present
Precise Paving Inc. February 2012 - Present
JFC Soccer September 2010 - August 2013
Northwestern Mutual June 2009 - February 2012
Ancient City Soccer August 2008 - June 2010
Cowan Financial Group 2007 - 2008
Skills
Project Estimation, Sports Coaching, Sports, Microsoft Excel, Finance, Insurance, Planswift, Pavers, Soccer, Financial Analysis, Budgets, Proposal Writing
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Finance
Flagler College 2004 — 2008
Bachelor's, Business Administration
TKA
TriNet April 2013 - Present
TriNet November 2011 - April 2013
Castlebrook Partners June 2009 - November 2011
Cowan Financial Group February 2002 - June 2009
Skills
Strategic Planning, Employee Benefits, Recruiting, Investments, New Business Development, Mergers & Acquisitions, Finance, Sales, Business Development, Strategy, Management, Portfolio Management, Leadership, CRM, Start-ups
Education
University of Rhode Island 1996 — 2000
St. George Financial Partners January 2005 - Present
Cowan Financial Group 2000 - 2005
Skills
Strategic Financial..., Securities, Wealth Management, Estate Planning, Investments, Wealth, Series 7, Equities, Mutual Funds, Long-term Care, Disability Insurance, Portfolio Management, Capital Markets, 401k, Fixed Annuities, Asset Managment, Alternative Investments
Education
University of Delaware
BAS, Finance
Financial Independence Network, LLC October 2004 - Present
CorPro 2002 - 2004
Cowan Financial Group 2000 - 2002
Education
Marist College 1996 — 2000
Standard & Poors September 2006 - March 2008
KeyBanc Capital Markets June 2000 - December 2005
Auerbach, Pollak & Richardson June 1998 - June 2000
Alexander Wescott January 1996 - June 1998
Cowan Financial Group 1995 - 1995
Prudential Financial 1990 - 1995
D'Amato & Lynch 1988 - 1990
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Capital Markets, Investments, Equities, Analysis, Derivatives, Bloomberg, Hedge Funds, Equity Valuation, Finance, Investment Management
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Vassar College 1984 — 1988
BA, History
Deerfield Academy 1980 — 1984
Lenox Advisors, Inc. July 2005 - Present
Cowan Financial Group September 1994 - June 2005
Skills
Retirement Planning, Wealth Management, Investments, Asset Management, Insurance, Disability Insurance, Securities, Long-term Care, Corporate Benefits, Life Insurance, Strategic Financial..., Term Life Insurance, Asset Allocation, Financial Planning, Management, Long Term Care
Education
Cornell University 1989 — 1993
BS, Communications
South Side High School 1985 — 1989
CastleBrook Partners January 2009 - Present
Cowan Financial Group July 1987 - March 2009
MassMutual 1987 - 1995
Skills
Insurance, Estate Planning, Financial Planners, Investments, Retirement Planning, Wealth Management, Disability Insurance, Mergers & Acquisitions, Long-term Care, Asset Allocation, Succession Planning, Life Insurance, Strategic Financial..., Personal Finance, Business Planning, Finance, Management, Sales, Securities, Mutual Funds, Fixed Annuities, Retirement, 401k, Series 7, Employee Benefits, Asset Management, Financial Services, Wealth, Series 63, Long Term Care Insurance, Portfolio Management, Investment Advisory, IRAs, FINRA, Financial Advisory, Equities, Term Life Insurance, High Net Worth..., Alternative Investments, Risk Management, Whole Life, Financial Planning
Education
Long Island University
B.S., Psychology
University of Bridgeport
M.S., Clinical Psychology
Path Interactive February 2014 - Present
The Stashbox September 2012 - 2013
Benevolent Mercenaries January 2011 - October 2012
Urban Mercenaries January 2011 - October 2012
New York Women's Foundation August 2009 - September 2012
New York Life Insurance Company January 2007 - January 2011
Cowan Financial Group May 2005 - January 2007
Big Fish Promotions May 2004 - May 2005
Windham Community Memorial Hospital July 2003 - May 2004
Windham Community Memorial Hospital May 2003 - July 2003
Skills
Fundraising, Entrepreneurship, Sales, Marketing, Social Media, Strategic Planning, Business Planning, Project Management, Budgets, New Business Development, Account Management, Research, Microsoft Office, Team Leadership, Microsoft Excel, Online Advertising, Advertising, Leadership, Facebook, Integrated Marketing, Social Media Marketing, Negotiation
Education
University of Connecticut 2000 — 2004
Bachelors, Communications, Italian
Ashland High School 1996 — 2000
Lenox Advisors January 2013 - Present
St. George Financial Partners January 2005 - December 2012
Cowan Financial Group 1997 - 2005
Ohrenstein & Brown June 1994 - June 1995
Lester Schwab Katz & Dwyer 1992 - 1994
Skills
Investments, Strategic Financial..., Estate Planning, Portfolio Management, Retirement Planning, Securities, Wealth Management, Asset Management, Equities, Risk Management, Small Business, Asset Allocation, 401k, Financial Services, Capital Markets, Asset Managment, Mutual Funds
Education
Brooklyn Law School 1988 — 1991
JD
State University of New York at Albany 1984 — 1988
Bachelor of Arts (B.A.), Communications
Gotham Financial Services November 2003 - Present
Cowan Financial Group 1999 - 2003
Education
New York University
Stony Brook University
Politics
Wander Financial Services LLC December 2000 - Present
Wander Financial Services LLC June 2000 - Present
Cowan Financial Group 1991 - 2000
Commonwealth Bank of Australia 1988 - 1991
Credit Lyonnais Securities 1986 - 1988
Swiss Bank Corp 1982 - 1986
Skills
Estate Planning, Insurance, Employee Benefits, Pensions, Retirement, Financial Planning, Investments
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Michigan
BA, Liberal Arts
Eastern Consolidated February 2014 - Present
Berkeley College April 2012 - February 2014
Berkeley College September 2010 - April 2012
Berkeley College July 2009 - October 2010
Zyloware Corporation September 2007 - October 2008
Zyloware Corporation July 2003 - September 2007
Zyloware Corporation May 2001 - July 2003
Cowan Financial Group February 1996 - May 2001
Skills
Symplicity, Blackboard, Adobe Creative Suite, Web Project Management, Troubleshooting, Cover Letters, Resume Writing, Customer Service, Copywriting, Email Marketing, Advertising, Marketing Communications, Project Management, Career Counseling, Online Marketing, Higher Education, Training Delivery, Negotiation, Marketing, Simplicity, CRM
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
MBA, Management: Small Business Management & Entrepreneurship
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Marketing: Advertising & Marketing Communications
Lenox Advisors June 2015 - Present
Lenox Advisors March 2014 - May 2015
Lenox Advisors January 2011 - February 2014
Lenox Advisors, Inc. December 2007 - December 2010
Cowan Financial Group June 2006 - December 2007
Skills
Languages, Excel, PowerPoint, Access, Outlook, Mosaic, Word, Adobe Acrobat, Pagemaker, Economics, Financial Planning, Insurance, Long Term Care, Disability Insurance, Estate Planning, Risk Management, Microsoft Office, Retirement Planning, Asset Management, Finance, Employee Benefits, Securities, Financial Planners, Asset Allocation, Long-term Care, Mutual Funds, Series 7, Strategic Financial..., Series 63, Life Insurance, Microsoft Excel, Microsoft Word, Investments, Wealth Management, Financial Services
Education
Clark University 2002 — 2006
Bachelor of Arts, Management & Economics
Burnt Hills-Ballston Lake High School 1998 — 2002
Highlands Advisors, LLC December 2014 - Present
Fifth Avenue Financial February 2003 - December 2014
Cowan Financial Group February 2003 - June 2009
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Securities, Disability Insurance, Investments, Insurance, Estate Planning, Financial Services, Portfolio Management, Series 7, Finance, Series 63, Retirement, Investment Advisory, Financial Planning, Asset Allocation, Financial Advisory
Education
Wheaton College (MA) 1998 — 2001
Bachelors, Economics
Muhlenberg College 1997 — 1998
Saddle River 1994 — 1997
Buckley 1983 — 1994
Epoch Investment Partners, Inc. August 2014 - Present
PineBridge Investments April 2005 - July 2014
St. John’s University, Tobin College of Business, Department of Management September 2003 - September 2004
Cowan Financial Group February 2002 - March 2003
Skills
Mutual Funds, Investment Management, Equities, Marketing, Alternative Investments, Investments, Asset Allocation, Marketing Strategy, Sub-advisory Marketing, Marketing Management, Fund Of Funds, Thought Leadership, Fixed Income, Investment Strategies, Asset Management, Private Equity, Portfolio Management, Adobe Creative Suite, Program Management, Public Relations, Leadership, Financial Services, Strategy, Emerging Markets, Investment Advisory, Corporate Branding, Product Marketing, Event Management, Insurance, Print, Budgets, Multimedia, Securities, Bloomberg, Brand Development and..., Budgeting, Multi-asset class, Presentation Training, Competitive Research, Institutional Investor..., Web, Print and..., Talent Development, Defined Benefit, Defined Contribution, Pension Funds, UCITS, conference management, sponsorship manageent, LinkedIn, Brand Development
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2004
MBA, Marketing Management
University at Albany, SUNY 1999 — 2001
BS, Marketing
forest hills high school 1994 — 1997
Cowan Financial Group vpa and l asset managmentJanuary 2005 - February 2007
Education
City University of New York-Brooklyn College 2006 — 2008
ba, physchology, bussines
Rivergate Capital March 2004 - December 2013
Thomson Reuters June 2003 - March 2004
C.E. Unterberg, Towbin November 1999 - January 2003
Gabelli Asset Management May 1998 - August 1998
Merrill Lynch June 1995 - May 1997
Merrill Lynch June 1994 - May 1995
Cowan Financial Group June 1993 - June 1994
Skills
Hedge Funds, Equity Research, Valuation, Equities, Capital Markets, Private Equity, Financial Modeling, Venture Capital, Asset Managment, Investments, Portfolio Management, Investor Relations, Due Diligence, Trading, Financial Analysis, Alternative Investments, Asset Management, Mutual Funds, Options
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Colgate University 1989 — 1993
BA, Economics
Riverdale
Life Planning Group December 2011 - Present
Cowan Financial Group April 2007 - May 2012
Cowan Financial Group January 2009 - May 2009
Consultiva Internacional, Inc July 1999 - September 2006
Education
Pontificia Universidad Católica de Puerto Rico 2000 — 2003
MBA, Finance
Lenox Advisors April 2005 - Present
Cowan Financial Group February 1994 - April 2005
Skills
Asset Allocation, Estate Planning, Finance, Insurance, Asset Management, Investments, Management, Retirement Planning, Risk Management, Six Sigma, Wealth Management
Education
Ohio University 1985 — 1989
BSJ, Journalism / Advertising / Marketing
Northwestern Mutual May 2011 - Present
Sentinel Financial Solutions 2009 - April 2011
Cowan Financial Group January 1996 - 2009
Skills
Retirement Planning, Risk Management, Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Management, Mergers, Health Insurance, Credit Analysis, Capital Markets, Underwriting, Retirement, Alternative Investments
Education
Queens College 1992 — 1996
Bachelor's degree, Accounting and Finance
Life and Health Insurance License
Life and Health Insurance License
WTC 2011 - Present
Knight Capital Group 2004 - 2011
U.S. Trust 1998 - 2004
Ernst & Young 1996 - 1998
Cowan Financial Group 1995 - 1996
Long Beach Lifeguard Patrol 1989 - 1996
Skills
Equities, Strategic Financial..., Finance, Asset Allocation, Entrepreneurship, Marketing Strategy, Estate Planning, Social Media Marketing, Series 7, Securities, Financial Advisory, Strategic Partnerships, Fixed Income, Series 63, Electronic Trading, Equity Trading, Trading
Education
University of Pennsylvania 1990 — 1994
Jadestone Financial Resources September 2010 - Present
Cowan Financial Group November 1990 - April 2009
Skills
Estate Planning, Long-term Care, Retirement Planning, Disability Insurance, Wealth Management, Insurance, 401k, Financial Services, Life Insurance, Securities, Investments, Fixed Annuities, Defined Benefit, Health Insurance
Education
Western State University College of Law 1975 — 1979
J.D., Law
LIU Post 1971 — 1975
BA, Political Science
JP Morgan Private Bank June 2013 - Present
Lenox Advisors, Inc January 2008 - June 2013
Lenox Advisors, Inc January 2007 - December 2007
Lenox Advisors, Inc January 2001 - December 2006
Cowan Financial Group January 1999 - December 2000
Cowan Financial Group November 1994 - December 1998
Skills
Retirement Planning, Asset Management, Estate Planning, Risk Management, Finance, Employee Benefits
Education
Boston College 1990 — 1994
BS, Political Science
Xavier High School 1986 — 1990
Commonground/MGS October 2014 - August 2015
MGSCOMM February 2013 - October 2014
Hitachi Data Systems March 2011 - January 2013
Barr and Barr Builders, Inc. July 2007 - August 2010
Cowan Financial Group September 2003 - July 2007
Skills
Microsoft Excel, Microsoft Office, Management, Training, Event Planning, Human Resources
Education
Queens College 2001 — 2007
B.A, Psychology
Cowan Financial Group August 2011 - Present
Wells Fargo Advisors February 1982 - August 2011
Ruston State Bank 1978 - 1981
Education
Louisiana Tech University 1977 — 1981
Associate's degree, Office Administration
Ruston High School 1974 — 1977