Cowan Financial Group

Description

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

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Cowan Financial Group Employees

Employee
Years
Job
Industry
Maria Rapotina Maria Rapotina New York, New York Details
Maria Rapotina's Cowan Financial Group Experience November 2001 - January 2004
Job Student at The University of Edinburgh
Industry Banking
Experience
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

Jason Nugent Jason Nugent Morganville, New Jersey Details
Jason Nugent's Cowan Financial Group Experience January 2005 - January 2007
Job Senior Loan Consultant
Industry Banking
Experience
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

Pamela Dorsett Pamela Dorsett Greater New York City Area Details
Pamela Dorsett's Cowan Financial Group Experience January 2003 - May 2006
Job Trade Compliance Analyst at Stryker Orthopaedics
Industry Logistics and Supply Chain
Experience
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

Lore Gordon Lore Gordon Greater New York City Area Details
Lore Gordon's Cowan Financial Group Experience February 2001 - February 2009
Job Financial Consultant
Industry Financial Services
Experience
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

Evan Levine Evan Levine Greater New York City Area Details
Evan Levine's Cowan Financial Group Experience July 1988 - June 1995
Job Independent Financial Advisor and Planner. 401k / 403b | Fiduciary | Retirement Income
Industry Financial Services
Experience
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

Evan Small Evan Small Greater New York City Area Details
Evan Small's Cowan Financial Group Experience August 2006 - February 2007
Job Portfolio Management Associate at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
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

Shaun Kapusinski Shaun Kapusinski Cleveland/Akron, Ohio Area Details
Shaun Kapusinski's Cowan Financial Group Experience December 2001 - September 2002
Job Managing Director, Operations at Sequoia Financial Group
Industry Financial Services
Experience
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

Marshall Kass Marshall Kass Miami/Fort Lauderdale Area Details
Marshall Kass's Cowan Financial Group Experience 1985 - 1987
Job Owner, Romy Computer Services, Inc.
Industry Computer Networking
Experience
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

Becky Mendenhall Becky Mendenhall Saint Augustine, Florida Details
Becky Mendenhall's Cowan Financial Group Experience May 2010 - 2012
Job Realtor at Coldwell Banker Premier Properties
Industry Real Estate
Experience
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

Janet Fleishman, CLTC Janet Fleishman, CLTC Greater New York City Area Details
Janet Fleishman, CLTC's Cowan Financial Group Experience 1997 - 2009
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors  2012 - Present
Fifth Avenue Financial  2009 - 2012
Cowan Financial Group   1997 - 2009

Education
Georgetown University

Mount Vernon HIgh School

Thomas Henske, CFP Thomas Henske, CFP Greater New York City Area Details
Thomas Henske, CFP's Cowan Financial Group Experience January 1995 - December 1998
Job Partner at Lenox Advisors | Wealth Manager | Corporate Benefits | Author
Industry Financial Services
Experience
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

Patricia Hardial Patricia Hardial Greater New York City Area Details
Patricia Hardial's Cowan Financial Group Experience January 2004 - December 2004
Job Senior Investment Associate
Industry Investment Management
Experience
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

Philip Liva, CPA Philip Liva, CPA San Francisco Bay Area Details
Philip Liva, CPA's Cowan Financial Group Experience January 2007 - August 2009
Job Accounting Supervisor at SPARC
Industry Accounting
Experience
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

Derrick Chou Derrick Chou New York, New York Details
Derrick Chou's Cowan Financial Group Experience June 2004 - August 2004
Job Product Manager at iLevel Solutions
Industry Financial Services
Experience
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

Yonason (Ron) Witonsky Yonason (Ron) Witonsky Greater New York City Area Details
Yonason (Ron) Witonsky's Cowan Financial Group Experience August 2004 - August 2006
Job Psychiatric Social Worker LMSW and Doctoral Candidate
Industry Mental Health Care
Experience
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

Chanthini Butler Chanthini Butler New York, New York Details
Chanthini Butler's Cowan Financial Group Experience April 1998 - August 2001
Job A selfmotivated, extremely organized team player who is able to juggled multiple projects at once.
Industry Real Estate
Experience
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 Jeanne Brutman Greater New York City Area Details
Jeanne Brutman's Cowan Financial Group Experience 2002 - 2004
Job Financial Problem Solver for Business Owners and Savvy Professionals...
Industry Financial Services
Experience
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

Ravi Kirtane Ravi Kirtane Greater Boston Area Details
Ravi Kirtane's Cowan Financial Group Experience 2006 - 2006
Job Senior Consultant Healthcare at Cognizant Technology Solutions
Industry Management Consulting
Experience
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

Britt Szostak, CFP® Britt Szostak, CFP® Greater New York City Area Details
Britt Szostak, CFP®'s Cowan Financial Group Experience October 1995 - June 2005
Job Managing Director at Lenox Advisors | Insurance | Corporate Benefits | Wealth Management
Industry Financial Services
Experience
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

Jonathan Davis, CFP® Jonathan Davis, CFP® Greater New York City Area Details
Jonathan Davis, CFP®'s Cowan Financial Group Experience September 1994 - June 2005
Job Partner at Lenox Advisors I Estate Planning I Asset Management I Insurance I Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors  PartnerLenox AdvisorsFebruary 2015 - Present
Cowan Financial Group   September 1994 - June 2005

Education
University of Arizona   1989 — 1993
BA

Gregory Olsen, CFP, AIF Gregory Olsen, CFP, AIF New York, New York Details
Gregory Olsen, CFP, AIF's Cowan Financial Group Experience June 1991 - April 2005
Job Partner at Lenox Advisors
Industry Financial Services
Experience
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

Rob Goossens Rob Goossens West Palm Beach, Florida Details
Rob Goossens's Cowan Financial Group Experience 2007 - 2008
Job Vice President at Precise Paving Inc.
Industry Construction
Experience
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

Brett Olshan Brett Olshan Greater New York City Area Details
Brett Olshan's Cowan Financial Group Experience February 2002 - June 2009
Job Director of Sales at TriNet
Industry Human Resources
Experience
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

Jeffrey Romond Jeffrey Romond Greater New York City Area Details
Jeffrey Romond's Cowan Financial Group Experience 2000 - 2005
Job Managing Partner at St. George Financial Partners
Industry Financial Services
Experience
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

Elana Gargano Elana Gargano Greater New York City Area Details
Elana Gargano's Cowan Financial Group Experience 2000 - 2002
Job Partner, Financial Independence Network
Industry Financial Services
Experience
Financial Independence Network, LLC   October 2004 - Present
CorPro  2002 - 2004
Cowan Financial Group   2000 - 2002

Education
Marist College   1996 — 2000

Christopher Lippincott, CFA Christopher Lippincott, CFA Greater New York City Area Details
Christopher Lippincott, CFA's Cowan Financial Group Experience 1995 - 1995
Job Senior Equity Analyst at Systematic Financial Management, L.P.
Industry Investment Management
Experience
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

Stefan Greenberg, CFP Stefan Greenberg, CFP Greater New York City Area Details
Stefan Greenberg, CFP's Cowan Financial Group Experience September 1994 - June 2005
Job Partner at Lenox Advisors I Wealth Manager I Insurance Specialist I Corporate Benefits
Industry Financial Services
Experience
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

Sam Olshan Sam Olshan Greater New York City Area Details
Sam Olshan's Cowan Financial Group Experience July 1987 - March 2009
Job President, CastleBrook Partners
Industry Financial Services
Experience
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

Jill (Cantwell) Hughes Jill (Cantwell) Hughes New York, New York Details
Jill (Cantwell) Hughes's Cowan Financial Group Experience May 2005 - January 2007
Job Digital Account Manager at Path Interactive
Industry Marketing and Advertising
Experience
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

Robert Segall, JD,CFS,CLTC Robert Segall, JD,CFS,CLTC Greater New York City Area Details
Robert Segall, JD,CFS,CLTC's Cowan Financial Group Experience 1997 - 2005
Job Senior Vice President / Relationship Manager at a Wealth Advisory/Financial and Estate Planning Firm
Industry Financial Services
Experience
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

Ori Pagovich Ori Pagovich Greater New York City Area Details
Ori Pagovich's Cowan Financial Group Experience 1999 - 2003
Job Owner, Gotham Financial Services
Industry Financial Services
Experience
Gotham Financial Services   November 2003 - Present
Cowan Financial Group   1999 - 2003

Education
New York University

Stony Brook University
Politics

Robert Wander Robert Wander Greater New York City Area Details
Robert Wander's Cowan Financial Group Experience 1991 - 2000
Job Certified Financial Planner&Employee Benefits Consultant at Wander Financial Services LLC
Industry Financial Services
Experience
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

Jodie Hirsch Jodie Hirsch Greater New York City Area Details
Jodie Hirsch's Cowan Financial Group Experience February 1996 - May 2001
Job Director of Technology at Eastern Consolidated
Industry Real Estate
Experience
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

Matthew Mattice Matthew Mattice San Francisco, California Details
Matthew Mattice's Cowan Financial Group Experience June 2006 - December 2007
Job Vice President, Sales & Corporate Executive Benefits at Lenox Advisors
Industry Financial Services
Experience
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

Jared Larsen, CFP®, AIF® Jared Larsen, CFP®, AIF® Greater New York City Area Details
Jared Larsen, CFP®, AIF®'s Cowan Financial Group Experience February 2003 - June 2009
Job Managing Partner at Highlands Advisors, LLC
Industry Financial Services
Experience
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

Leeor Sillman Leeor Sillman Greater New York City Area Details
Leeor Sillman's Cowan Financial Group Experience February 2002 - March 2003
Job Director, Marketing at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
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

yaacov J. Akerman yaacov J. Akerman Greater New York City Area Details
yaacov J. Akerman's Cowan Financial Group Experience vpa and l asset managmentJanuary 2005 - February 2007
Job Financial Planner at Cowan Financial Group
Industry Insurance
Experience
Cowan Financial Group   vpa and l asset managmentJanuary 2005 - February 2007

Education
City University of New York-Brooklyn College   2006 — 2008
ba, physchology, bussines

Eric Scuderi Eric Scuderi New York, New York Details
Eric Scuderi's Cowan Financial Group Experience June 1993 - June 1994
Job Experienced Investment Professional
Industry Investment Management
Experience
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

Dionisio Colón Dionisio Colón Greater New York City Area Details
Dionisio Colón's Cowan Financial Group Experience April 2007 - May 2012
Job Financial Advisor at Senior Life Planning Group
Industry Financial Services
Experience
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

Abbe Large, CLTC Abbe Large, CLTC Greater New York City Area Details
Abbe Large, CLTC's Cowan Financial Group Experience February 1994 - April 2005
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
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

Sabena Khan-Dookhie Sabena Khan-Dookhie Greater New York City Area Details
Sabena Khan-Dookhie's Cowan Financial Group Experience January 1996 - 2009
Job Northwestern Mutual
Industry Financial Services
Experience
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

Matthew J. Canner Matthew J. Canner Greater New York City Area Details
Matthew J. Canner's Cowan Financial Group Experience 1995 - 1996
Job Senior Private Client Advisor Wilmington Trust; former Vice President at Knight Capital Group
Industry Financial Services
Experience
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

James S. Feldesman James S. Feldesman Greater New York City Area Details
James S. Feldesman's Cowan Financial Group Experience November 1990 - April 2009
Job PrincipalJadestone Financial Resources
Industry Insurance
Experience
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

Kevin Sherman, CFP® Kevin Sherman, CFP® Greater New York City Area Details
Kevin Sherman, CFP®'s Cowan Financial Group Experience January 1999 - December 2000
Job Executive Director at JP Morgan Private Bank
Industry Financial Services
Experience
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

Katy Chang Katy Chang Greater New York City Area Details
Katy Chang's Cowan Financial Group Experience September 2003 - July 2007
Job Seeking Associate Project Manager/Project Manager Opportunities
Industry Marketing and Advertising
Experience
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

Denise Grigsby Denise Grigsby Ruston, Louisiana Details
Denise Grigsby's Cowan Financial Group Experience August 2011 - Present
Job Registered sales assistant at Cowan Financial Group
Industry Financial Services
Experience
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