CPS Financial Services
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CPS Financial Services Employees
Employee
Years
Job
Industry
Joe Perillo Joe Perillo's CPS Financial Services Experience April 2014 - September 2014
Job Recruiting & Talent Acquisition Professional | Founding Board Member of Sayville Cares
Industry Human Resources
Experience
Teachers Federal Credit Union March 2015 - Present
CPS Financial Services April 2014 - September 2014
United Way of Long Island May 2010 - April 2014
National Grid February 2009 - May 2010
Sleepy's October 2006 - October 2008
The Response Companies May 2005 - October 2006
Enterprise Rent-A-Car July 2002 - May 2005
Skills
Interviews, Career Counseling, Public Speaking, Recruiting, Social Media, Career Development, Resume Writing, Sourcing, Leadership Development, Management, Staff Development, Facebook, Customer Service, Temporary Placement, Coaching, Sales, Job Fairs, Negotiation, Nonprofits, College Recruiting, Talent Management, Social Networking, Job Search, Qualifying Candidates, Candidate Generation, Networking, Fundraising, Interview Preparation, Training, Screening Resumes, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Permanent Placement, Onboarding, Candidate Retention, Customer Relations, Instructor-led Training, Workshop Facilitation, Training & Development
Education
Southern New Hampshire University 1992 — 1996
Bachelor of Science, Business Studies w/ Concentration in Sports Management
Southern New Hampshire University
Bahcelor of Science
Teachers Federal Credit Union March 2015 - Present
CPS Financial Services April 2014 - September 2014
United Way of Long Island May 2010 - April 2014
National Grid February 2009 - May 2010
Sleepy's October 2006 - October 2008
The Response Companies May 2005 - October 2006
Enterprise Rent-A-Car July 2002 - May 2005
Skills
Interviews, Career Counseling, Public Speaking, Recruiting, Social Media, Career Development, Resume Writing, Sourcing, Leadership Development, Management, Staff Development, Facebook, Customer Service, Temporary Placement, Coaching, Sales, Job Fairs, Negotiation, Nonprofits, College Recruiting, Talent Management, Social Networking, Job Search, Qualifying Candidates, Candidate Generation, Networking, Fundraising, Interview Preparation, Training, Screening Resumes, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Permanent Placement, Onboarding, Candidate Retention, Customer Relations, Instructor-led Training, Workshop Facilitation, Training & Development
Education
Southern New Hampshire University 1992 — 1996
Bachelor of Science, Business Studies w/ Concentration in Sports Management
Southern New Hampshire University
Bahcelor of Science
Frank Gerace Frank Gerace's CPS Financial Services Experience February 2010 - Present
Job Manager of Financial Planning and Analysis
Industry Financial Services
Experience
Private company April 2012 - Present
CPS Financial Services February 2010 - Present
Motorola September 2000 - February 2010
Barnes & Noble January 1998 - September 2000
New York University Medical Center June 1994 - January 1998
Northrop Grumman Corporation August 1985 - June 1994
Skills
Credit and Collections, Financial Modeling, PC Super User, Process Improvement, Vendor Relations, SAP, Financial Reporting, Team Building, Cost Reduction, Account Management, Forecasting, Program Management, Microsoft Office, Contract Negotiation, Proposal Writing, Budgeting, Strategic Planning, Financial Analysis, Customer Relations, Negotiation, Accounting, Essbase, Planning, Change Management, Procurement, Analysis, Purchasing, Word, Operations Management, Business Planning, Inventory Management, Contract Management, Customer Service, Problem Solving, Cash Flow, Team Leadership, Variance Analysis, Contract Negotiations, Valuation, Vendor Management, P&L, Access, PowerPoint, Strategic Sourcing, Outlook, Budget Management, Management, Cross-functional Team..., Finance, Financial Planning
Education
Dowling College
MBA, Finance
Dowling College
BS, Aeronautics & Mgmt
Private company April 2012 - Present
CPS Financial Services February 2010 - Present
Motorola September 2000 - February 2010
Barnes & Noble January 1998 - September 2000
New York University Medical Center June 1994 - January 1998
Northrop Grumman Corporation August 1985 - June 1994
Skills
Credit and Collections, Financial Modeling, PC Super User, Process Improvement, Vendor Relations, SAP, Financial Reporting, Team Building, Cost Reduction, Account Management, Forecasting, Program Management, Microsoft Office, Contract Negotiation, Proposal Writing, Budgeting, Strategic Planning, Financial Analysis, Customer Relations, Negotiation, Accounting, Essbase, Planning, Change Management, Procurement, Analysis, Purchasing, Word, Operations Management, Business Planning, Inventory Management, Contract Management, Customer Service, Problem Solving, Cash Flow, Team Leadership, Variance Analysis, Contract Negotiations, Valuation, Vendor Management, P&L, Access, PowerPoint, Strategic Sourcing, Outlook, Budget Management, Management, Cross-functional Team..., Finance, Financial Planning
Education
Dowling College
MBA, Finance
Dowling College
BS, Aeronautics & Mgmt
Anthony Santonastaso Anthony Santonastaso's CPS Financial Services Experience April 2012 - June 2012
Job Credit Analyst at Condor Capital
Industry Financial Services
Experience
Condor Capital July 2012 - Present
King Kullen June 2006 - July 2012
CPS Financial Services April 2012 - June 2012
Skills
Microsoft Office, Java, Mathematics, Quantitative, Actuarial, SQL, Finance, Actuarial Science, Leadership, Loans, Credit, Analysis, Credit Analysis, Sales Management, Underwriting, Financial Analysis, Management, Risk Management, Banking, Financial Risk, Credit Risk, Consumer Lending, Customer Service, Sales
Education
NYU Polytechnic School of Engineering 2009 — 2011
Master of Science, Mathematics
Stony Brook University 2005 — 2008
Bachelor of Science, Mathematics
Condor Capital July 2012 - Present
King Kullen June 2006 - July 2012
CPS Financial Services April 2012 - June 2012
Skills
Microsoft Office, Java, Mathematics, Quantitative, Actuarial, SQL, Finance, Actuarial Science, Leadership, Loans, Credit, Analysis, Credit Analysis, Sales Management, Underwriting, Financial Analysis, Management, Risk Management, Banking, Financial Risk, Credit Risk, Consumer Lending, Customer Service, Sales
Education
NYU Polytechnic School of Engineering 2009 — 2011
Master of Science, Mathematics
Stony Brook University 2005 — 2008
Bachelor of Science, Mathematics
Kevin Vasilik Kevin Vasilik's CPS Financial Services Experience September 1996 - October 2014
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
CPS Financial Services September 1996 - October 2014
National Life Insurance Company September 1996 - October 2014
Education
New Jersey Institute of Technology 1982 — 1984
Graduate Studies, Chemistry & Chemical Engineering
William Paterson University of New Jersey 1975 — 1981
BS, Chemistry
Ameriprise Financial Services, Inc. October 2014 - Present
CPS Financial Services September 1996 - October 2014
National Life Insurance Company September 1996 - October 2014
Education
New Jersey Institute of Technology 1982 — 1984
Graduate Studies, Chemistry & Chemical Engineering
William Paterson University of New Jersey 1975 — 1981
BS, Chemistry
Chris Auricchio Chris Auricchio's CPS Financial Services Experience April 2013 - August 2014
Job Financial Consultant at EPG focused on Business Preservation & Success
Industry Financial Services
Experience
Economic Planning Group, an office of Lincoln Financial Group October 2014 - Present
CPS Financial Services April 2013 - August 2014
Skills
Financial Services, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Finance, Estate Planning, Life Insurance, Long Term Care Insurance, Strategic Financial..., Financial Planners, Long-term Care, 401k, Insurance, Financial Advisory, Wealth Management, IRAs, Small Business, Employee Benefits, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Strategic Planning
Education
Purchase College, SUNY 2009 — 2011
Bachelors of Science, Environmental Studies
Florida State University 2007 — 2009
Economic Planning Group, an office of Lincoln Financial Group October 2014 - Present
CPS Financial Services April 2013 - August 2014
Skills
Financial Services, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Finance, Estate Planning, Life Insurance, Long Term Care Insurance, Strategic Financial..., Financial Planners, Long-term Care, 401k, Insurance, Financial Advisory, Wealth Management, IRAs, Small Business, Employee Benefits, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Strategic Planning
Education
Purchase College, SUNY 2009 — 2011
Bachelors of Science, Environmental Studies
Florida State University 2007 — 2009
Matthew Acquavella Matthew Acquavella's CPS Financial Services Experience May 2013 - August 2014
Job TransFirst
Industry Financial Services
Experience
TransFirst July 2015 - Present
CPS Financial Services May 2013 - August 2014
SUNY Oneonta September 2012 - December 2013
Skills
Spreadsheets, Research, Tutoring, Video Production, Microsoft Office, Editing
Education
State University of New York College at Oneonta 2011 — 2015
Bachelor of Science (B.S.), Economics, 3.82
State University of New York College at Oneonta 2011 — 2015
Bachelor of Science (B.S.), Mass Communication, 3.82
Ward Melville High School 2007 — 2011
High School
TransFirst July 2015 - Present
CPS Financial Services May 2013 - August 2014
SUNY Oneonta September 2012 - December 2013
Skills
Spreadsheets, Research, Tutoring, Video Production, Microsoft Office, Editing
Education
State University of New York College at Oneonta 2011 — 2015
Bachelor of Science (B.S.), Economics, 3.82
State University of New York College at Oneonta 2011 — 2015
Bachelor of Science (B.S.), Mass Communication, 3.82
Ward Melville High School 2007 — 2011
High School
Patrick Picarsic Patrick Picarsic's CPS Financial Services Experience October 2010 - Present
Job Preowned Sales at Lexus of Rockville Centre
Industry Consumer Goods
Experience
Lexus of Rockville Centre February 2013 - Present
Aflac January 2012 - Present
CPS Financial Services October 2010 - Present
Guitar Center December 2004 - April 2011
Skills
Insurance, Employee Benefits, Sales, Life Insurance, Disability Insurance, Small Business, Fixed Annuities, Retail, Marketing, Strategic Financial..., Customer Service, Long-term Care, Sales Management, Public Speaking, Social Networking, Cold Calling, Team Building, Direct Sales, Microsoft Excel, Social Media
Education
State University of New York College at Oneonta 2002 — 2004
B.A., Music Industry
broome community college 2002 — 2004
Associate of Arts (A.A.), Liberal Arts with an emphasis in music
Lexus of Rockville Centre February 2013 - Present
Aflac January 2012 - Present
CPS Financial Services October 2010 - Present
Guitar Center December 2004 - April 2011
Skills
Insurance, Employee Benefits, Sales, Life Insurance, Disability Insurance, Small Business, Fixed Annuities, Retail, Marketing, Strategic Financial..., Customer Service, Long-term Care, Sales Management, Public Speaking, Social Networking, Cold Calling, Team Building, Direct Sales, Microsoft Excel, Social Media
Education
State University of New York College at Oneonta 2002 — 2004
B.A., Music Industry
broome community college 2002 — 2004
Associate of Arts (A.A.), Liberal Arts with an emphasis in music
Jo-Ann Lange Jo-Ann Lange's CPS Financial Services Experience August 2013 - January 2015
Job Financial Service Representative at LIfe Planning Group
Industry Insurance
Experience
Life Planning Group January 2015 - Present
CPS Financial Services August 2013 - January 2015
Allstate May 2010 - April 2013
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Employee Benefits, Voluntary Employee..., Long-term Care, Fixed Annuities, Whole Life, Health Insurance, Accident, Universal Life, Health Savings Accounts
Education
SUNY Fredonia
Huntington High School
Life Planning Group January 2015 - Present
CPS Financial Services August 2013 - January 2015
Allstate May 2010 - April 2013
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Employee Benefits, Voluntary Employee..., Long-term Care, Fixed Annuities, Whole Life, Health Insurance, Accident, Universal Life, Health Savings Accounts
Education
SUNY Fredonia
Huntington High School
Yitao Ruan Yitao Ruan's CPS Financial Services Experience July 2013 - June 2014
Job Graduate Student at Pace University
Industry Financial Services
Experience
Pace University September 2014 - Present
UNU Electronics Inc. June 2015 - August 2015
Xiao Wen Music School June 2014 - August 2015
CPS Financial Services July 2013 - June 2014
Stony Brook University January 2011 - May 2013
Beijing Joint Sino-British Education Co, P.R.C. June 2010 - December 2010
Private Studio October 2007 - September 2010
New Times Securities Co, Baotou, Inner Mongolia Autonomous Region, P.R.C. June 2009 - September 2009
Langwin International School July 2008 - September 2008
Skills
Chinese, English, Microsoft Office, Research, Microsoft Excel, PowerPoint, Mandarin, Teaching, Microsoft Word, Business Strategy, Market Research, Table Tennis, Music Theory, Swimming, Painting, Financial Services, Statistics, Management, Customer Service, R, Finance, Analysis, SPSS, Access, Financial Analysis, Financial Modeling, Project Planning, Mathematica
Education
Pace University - Lubin School of Business 2014 — 2016
Master's degree, Finance and Financial Management Services, Freshman
State University of New York at Stony Brook 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Finance, GPA:3.6
Copenhagen Business School 2012 — 2012
Exchange Student, International Finance
Beijing Normal University 2007 — 2010
Associate of Science (A.S.), Finance and Financial Management Services, GPA：3.8
Pace University September 2014 - Present
UNU Electronics Inc. June 2015 - August 2015
Xiao Wen Music School June 2014 - August 2015
CPS Financial Services July 2013 - June 2014
Stony Brook University January 2011 - May 2013
Beijing Joint Sino-British Education Co, P.R.C. June 2010 - December 2010
Private Studio October 2007 - September 2010
New Times Securities Co, Baotou, Inner Mongolia Autonomous Region, P.R.C. June 2009 - September 2009
Langwin International School July 2008 - September 2008
Skills
Chinese, English, Microsoft Office, Research, Microsoft Excel, PowerPoint, Mandarin, Teaching, Microsoft Word, Business Strategy, Market Research, Table Tennis, Music Theory, Swimming, Painting, Financial Services, Statistics, Management, Customer Service, R, Finance, Analysis, SPSS, Access, Financial Analysis, Financial Modeling, Project Planning, Mathematica
Education
Pace University - Lubin School of Business 2014 — 2016
Master's degree, Finance and Financial Management Services, Freshman
State University of New York at Stony Brook 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Finance, GPA:3.6
Copenhagen Business School 2012 — 2012
Exchange Student, International Finance
Beijing Normal University 2007 — 2010
Associate of Science (A.S.), Finance and Financial Management Services, GPA：3.8
Jack Brady Jack Brady's CPS Financial Services Experience May 2014 - July 2014
Job Student at Quinnipiac University
Industry Financial Services
Experience
PwC June 2015 - August 2015
Quinnipiac University August 2013 - May 2015
CPS Financial Services May 2014 - July 2014
Deloitte May 2014 - July 2014
Quinnipiac University August 2013 - December 2013
Design Development NYC June 2013 - August 2013
Vector Marketing June 2012 - August 2012
Skills
Time Management, Leadership, Sales, PowerPoint, Teamwork, Interviews, Program Management, Microsoft Word, Microsoft Office, Public Speaking, Microsoft Excel, Networking, Critical Thinking, Research, Project Management, Customer Satisfaction, Data Analysis
Education
Quinnipiac University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
St. John the Baptist Diocesan High School 2008 — 2012
PwC June 2015 - August 2015
Quinnipiac University August 2013 - May 2015
CPS Financial Services May 2014 - July 2014
Deloitte May 2014 - July 2014
Quinnipiac University August 2013 - December 2013
Design Development NYC June 2013 - August 2013
Vector Marketing June 2012 - August 2012
Skills
Time Management, Leadership, Sales, PowerPoint, Teamwork, Interviews, Program Management, Microsoft Word, Microsoft Office, Public Speaking, Microsoft Excel, Networking, Critical Thinking, Research, Project Management, Customer Satisfaction, Data Analysis
Education
Quinnipiac University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
St. John the Baptist Diocesan High School 2008 — 2012
Michele Sciaulino's CPS Financial Services Experience June 2008 - January 2009
Job Accounting Professional
Industry Accounting
Experience
Citizens Bank July 2012 - Present
Bank of America May 2011 - July 2012
Bank of America 2010 - 2012
Bank of America October 2010 - May 2011
Qualified Restoration January 2009 - May 2009
CPS Financial Services June 2008 - January 2009
American Home Mortgage May 2006 - August 2007
Huntington Community Mortgage September 2005 - March 2006
Greenpoint Mortgage Bank September 2004 - September 2005
Long Island Mortgage Group June 2004 - September 2004
Skills
Credit, Microsoft Excel, Analysis, Team Building, Workshop Facilitation, Banking, Loans, Accounting, Accounts Receivable, FHA, Finance, Management, Payroll, Process Improvement, Training, Underwriting
Education
Suffolk Community College at Selden
A.S. Degree, Liberal Arts/General Studies
University of Phoenix
B.A, Finance
Citizens Bank July 2012 - Present
Bank of America May 2011 - July 2012
Bank of America 2010 - 2012
Bank of America October 2010 - May 2011
Qualified Restoration January 2009 - May 2009
CPS Financial Services June 2008 - January 2009
American Home Mortgage May 2006 - August 2007
Huntington Community Mortgage September 2005 - March 2006
Greenpoint Mortgage Bank September 2004 - September 2005
Long Island Mortgage Group June 2004 - September 2004
Skills
Credit, Microsoft Excel, Analysis, Team Building, Workshop Facilitation, Banking, Loans, Accounting, Accounts Receivable, FHA, Finance, Management, Payroll, Process Improvement, Training, Underwriting
Education
Suffolk Community College at Selden
A.S. Degree, Liberal Arts/General Studies
University of Phoenix
B.A, Finance
Anthony Giustino's CPS Financial Services Experience January 2010 - June 2010
Job Productivity/Budget Systems Analyst
Industry Insurance
Experience
GEICO July 2013 - Present
GEICO May 2011 - July 2013
GEICO June 2010 - May 2011
CPS Financial Services January 2010 - June 2010
Skills
Analysis, Budgets, Microsoft Excel, Microsoft Office, Microsoft Word, Property & Casualty..., Access, Risk Assessment, PeopleSoft, TM1, Six Sigma, Yellow Belt, Quality Control, FMS, Process Review, Communication, PowerPivot, Microsoft SQL Server
Education
Stony Brook University 2006 — 2010
BS, Business Management/Finance, International Studies
Nassau Community College 2012 — 2012
Accounting
GEICO July 2013 - Present
GEICO May 2011 - July 2013
GEICO June 2010 - May 2011
CPS Financial Services January 2010 - June 2010
Skills
Analysis, Budgets, Microsoft Excel, Microsoft Office, Microsoft Word, Property & Casualty..., Access, Risk Assessment, PeopleSoft, TM1, Six Sigma, Yellow Belt, Quality Control, FMS, Process Review, Communication, PowerPivot, Microsoft SQL Server
Education
Stony Brook University 2006 — 2010
BS, Business Management/Finance, International Studies
Nassau Community College 2012 — 2012
Accounting
Janet Farah Lauricella Janet Farah Lauricella's CPS Financial Services Experience January 2014 - Present
Job Financial Advisor at CPS Financial Services
Industry Insurance
Experience
Equity Services, Inc. January 2014 - Present
CPS Financial Services January 2014 - Present
MetLife November 1990 - December 2013
Wang Laboratories January 1980 - September 1986
Skills
Insurance, Financial Services, Life Insurance, Retirement, Disability Insurance, IRAs, Long-term Care, Investments, Key Person Insurance, 401k, Business Needs Analysis, Capital Accumulation, Charitable Giving..., Equities, Financial Strategies, Mutual Funds, Key-Person Insurance, Pension Plans, Securities, Variable Annuities, Fixed Annuities
Education
Adelphi University 1978 — 1980
Business and Marketing
Farmingdale State University of New York 1975 — 1977
Associates, Business Administration
Holy Trinity High School 1971 — 1975
Equity Services, Inc. January 2014 - Present
CPS Financial Services January 2014 - Present
MetLife November 1990 - December 2013
Wang Laboratories January 1980 - September 1986
Skills
Insurance, Financial Services, Life Insurance, Retirement, Disability Insurance, IRAs, Long-term Care, Investments, Key Person Insurance, 401k, Business Needs Analysis, Capital Accumulation, Charitable Giving..., Equities, Financial Strategies, Mutual Funds, Key-Person Insurance, Pension Plans, Securities, Variable Annuities, Fixed Annuities
Education
Adelphi University 1978 — 1980
Business and Marketing
Farmingdale State University of New York 1975 — 1977
Associates, Business Administration
Holy Trinity High School 1971 — 1975
Laura Riegel Laura Riegel's CPS Financial Services Experience June 2013 - August 2013
Job Accountant at Suffolk County Water Authority
Industry Accounting
Experience
Suffolk County Water Authority January 2014 - Present
Suffolk County Water Authority June 2013 - September 2013
Be Your Own Guest April 2012 - August 2014
CPS Financial Services June 2013 - August 2013
Quest Capital & Risk Management, Inc. September 2012 - May 2013
North Island Physical Therapy February 2011 - February 2013
Babylon Yacht Club June 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Teamwork, Time Management, Analysis, Accounting, Data Analysis, Finance, Office Management
Education
Stony Brook University 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Suffolk County Water Authority January 2014 - Present
Suffolk County Water Authority June 2013 - September 2013
Be Your Own Guest April 2012 - August 2014
CPS Financial Services June 2013 - August 2013
Quest Capital & Risk Management, Inc. September 2012 - May 2013
North Island Physical Therapy February 2011 - February 2013
Babylon Yacht Club June 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Teamwork, Time Management, Analysis, Accounting, Data Analysis, Finance, Office Management
Education
Stony Brook University 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Ron Roganti Ron Roganti's CPS Financial Services Experience November 2014 - Present
Job Senior Vice President / Consultant at CPS Financial Services
Industry Financial Services
Experience
CPS Financial Services November 2014 - Present
CPS Financial Services November 2014 - Present
Independent Consultant April 2005 - Present
MetLife 1971 - 2005
Skills
Finance, Strategic Planning, Business Analysis, Financial Services, Management
Education
LIU Brooklyn 1973 — 1975
Master of Business Administration (M.B.A.), Economics
St. John's University 1967 — 1971
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
St. John's University 1967 — 1969
Associate's Degree, Business, Management, Marketing, and Related Support Services
CPS Financial Services November 2014 - Present
CPS Financial Services November 2014 - Present
Independent Consultant April 2005 - Present
MetLife 1971 - 2005
Skills
Finance, Strategic Planning, Business Analysis, Financial Services, Management
Education
LIU Brooklyn 1973 — 1975
Master of Business Administration (M.B.A.), Economics
St. John's University 1967 — 1971
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
St. John's University 1967 — 1969
Associate's Degree, Business, Management, Marketing, and Related Support Services
Jason Palios's CPS Financial Services Experience June 2010 - July 2010
Job Law Student
Industry Law Practice
Experience
Allen & Overy May 2014 - Present
UNDP May 2013 - August 2013
Brookhaven National Laboratory February 2011 - May 2011
CPS Financial Services June 2010 - July 2010
Skills
SQL, Access, Excel, Databases, Data Analysis, Financial Analysis, Microsoft Office, PowerPoint, Word, Database Management, Firm Valuation
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (JD)
Stony Brook University 2009 — 2011
MBA, Finance
University of Hawaii at Manoa 2003 — 2006
BA, Spanish
Allen & Overy May 2014 - Present
UNDP May 2013 - August 2013
Brookhaven National Laboratory February 2011 - May 2011
CPS Financial Services June 2010 - July 2010
Skills
SQL, Access, Excel, Databases, Data Analysis, Financial Analysis, Microsoft Office, PowerPoint, Word, Database Management, Firm Valuation
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (JD)
Stony Brook University 2009 — 2011
MBA, Finance
University of Hawaii at Manoa 2003 — 2006
BA, Spanish
Kraig Delaney's CPS Financial Services Experience May 2011 - August 2011
Job Trader
Industry Venture Capital & Private Equity
Experience
Rock Grove Trading November 2013 - Present
Catalpa Trading, LLC. December 2012 - November 2013
Proprietary Trading Firm October 2012 - December 2012
Hampton Hills Golf & Country Club May 2005 - October 2012
CPS Financial Services May 2011 - August 2011
NYSDOT August 2007 - December 2010
Skills
Microsoft Excel, Research, Microsoft Office, Trading, Corporate Finance, Quantitative Analytics, Equity Derivatives, Alternative Investments, Investment Strategies, Financial Markets, Valuation, Derivatives, Bloomberg, Financial Modeling, Equities, Fixed Income, Equity Research, Options, Investment Management, Data Analysis, Quantitative Finance, Statistics, Analysis, Mergers & Acquisitions, Bonds, Portfolio Management, Asset Allocation, Stocks, Economics, Structured Finance, Investment Banking, PowerPoint, Trading Strategies, Risk Management, Emerging Markets, Technical Analysis, Equity Trading, Asset Management, Hedge Funds, Commodity, Financial Services, Funding, Finance, Capital Markets, Foreign Exchange, FX Options, Securities, Econometrics, Financial Advisory
Education
Dowling College 2008 — 2011
MBA, Corporate Finance, 3.56
Bloomsburg University of Pennsylvania 2004 — 2006
Bachelor of Arts (B.A.), Mathematics
Bloomsburg University of Pennsylvania 2004 — 2006
Bachelors of Science (B.S.), Secondary Education
Rock Grove Trading November 2013 - Present
Catalpa Trading, LLC. December 2012 - November 2013
Proprietary Trading Firm October 2012 - December 2012
Hampton Hills Golf & Country Club May 2005 - October 2012
CPS Financial Services May 2011 - August 2011
NYSDOT August 2007 - December 2010
Skills
Microsoft Excel, Research, Microsoft Office, Trading, Corporate Finance, Quantitative Analytics, Equity Derivatives, Alternative Investments, Investment Strategies, Financial Markets, Valuation, Derivatives, Bloomberg, Financial Modeling, Equities, Fixed Income, Equity Research, Options, Investment Management, Data Analysis, Quantitative Finance, Statistics, Analysis, Mergers & Acquisitions, Bonds, Portfolio Management, Asset Allocation, Stocks, Economics, Structured Finance, Investment Banking, PowerPoint, Trading Strategies, Risk Management, Emerging Markets, Technical Analysis, Equity Trading, Asset Management, Hedge Funds, Commodity, Financial Services, Funding, Finance, Capital Markets, Foreign Exchange, FX Options, Securities, Econometrics, Financial Advisory
Education
Dowling College 2008 — 2011
MBA, Corporate Finance, 3.56
Bloomsburg University of Pennsylvania 2004 — 2006
Bachelor of Arts (B.A.), Mathematics
Bloomsburg University of Pennsylvania 2004 — 2006
Bachelors of Science (B.S.), Secondary Education
Lana Makarenko's CPS Financial Services Experience 2011 - 2011
Job Account Executive at RT Specialty, LLC
Industry Insurance
Experience
R-T Specialty, LLC, ProExec April 2015 - Present
RSA April 2013 - April 2015
Credit Suisse January 2013 - February 2013
ANN INC. October 2012 - December 2012
CPS Financial Services 2011 - 2011
Citi August 2007 - September 2009
Skills
QuickBooks, Russian, Basic Spanish, Microsoft Office, Taleo, Outlook
Education
Baruch College 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Marketing, 3.2
Baruch College, City University of New York (CUNY) 2002 — 2007
International Marketing
R-T Specialty, LLC, ProExec April 2015 - Present
RSA April 2013 - April 2015
Credit Suisse January 2013 - February 2013
ANN INC. October 2012 - December 2012
CPS Financial Services 2011 - 2011
Citi August 2007 - September 2009
Skills
QuickBooks, Russian, Basic Spanish, Microsoft Office, Taleo, Outlook
Education
Baruch College 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Marketing, 3.2
Baruch College, City University of New York (CUNY) 2002 — 2007
International Marketing
Lauren Concepcion's CPS Financial Services Experience July 2010 - Present
Job Operations Manager at CPS Financial Services
Industry Financial Services
Experience
CPS Financial Services July 2010 - Present
MetLife July 2007 - July 2010
Education
Stony Brook University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
CPS Financial Services July 2010 - Present
MetLife July 2007 - July 2010
Education
Stony Brook University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General