Curran Investment Management
Address: 30 S Pearl St, Albany, NY 12207 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (518) 391-4200: : : : Category: Website: : Place name: : Website: http://www.curranllc.com/ Category: Financial consultant 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. 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 Curran Wealth Management and Curran Investment Management Posting publicly on the Web Write a review Reviews Be the first to review From Curran Wealth Management and Curran Investment Management "For over 40 years, Curran Wealth Management, an asset management and financial planning firm in Albany, NY has been helping individuals achieve financial security. Curran Investment Management's institutional equity portfolios seek to generate...More "For over 40 years, Curran Wealth Management, an asset management and financial planning firm in Albany, NY has been helping individuals achieve financial security. Curran Investment Management's institutional equity portfolios seek to generate returns above their respective benchmark equity indices over a full market cycle with less risk."
Curran Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Curran Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Curran Investment Management Employees
Curran Investment Management October 2012 - Present
Huntington National Bank April 2011 - October 2012
American University in Cairo May 2007 - April 2011
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Research, Microsoft Word, Banking, Leadership, PowerPoint, Customer Service, Outlook, Risk Management, Management, Investments, Sales
Education
SUNY Cortland 2002 — 2006
Bachelor of Arts, Fine/Studio Arts, General
Fingerpaint June 2013 - Present
American Cancer Society June 2014 - April 2015
Baker Public Relations September 2011 - June 2013
Curran Investment Management September 2007 - December 2010
Mazzone Hospitality, LLC May 2006 - September 2007
Hearst Magazines June 2005 - December 2005
Skills
Public Relations, Media Relations, Social Media Marketing, Social Networking, Marketing Communications, Advertising, Account Management, Public Speaking, Strategic Planning, Journalism, Editing, Corporate Communications, Digital Marketing, Marketing, Press Releases, Email Marketing, Brand Development
Education
The College of Saint Rose 2002 — 2005
BA, Major: Communications (dual minor: Journalism & Public Relations)
Rowan University September 2014 - Present
Curran Investment Management July 2013 - Present
Camden County College January 2013 - Present
FIS Group July 2010 - December 2012
Camden County College September 2009 - May 2010
UBS Wealth Management 2005 - April 2009
Rutgers University 2004 - 2005
Ernst & Young 2001 - 2004
Clarion Group 2000 - 2001
Glenmede Trust Company 1998 - 2000
Skills
CRM, Alternative Investments, Hedge Funds, Investments, Asset Managment, Portfolio Management, Wealth Management, Equities, Due Diligence, Mutual Funds, Risk Management, Financial Analysis, Asset Allocation, Valuation, Strategic Planning, Analysis, Capital Markets, Financial Modeling, Strategy, Securities, Investment Advisory, Investment Strategies, Equity Research, Investment Management, Fund Of Funds, Financial Services, Bloomberg, Fixed Income, Institutional..., Emerging Markets, Strategic Financial..., Chartered Financial..., Corporate Finance, Financial Markets, Options, Trading, Relationship Management, Insurance, Series 63, Asset Management, Mergers & Acquisitions, Bonds, Investment Banking, Private Equity, Venture Capital, Equity Valuation, Quantitative Analytics, Finance
Education
The Ohio State University Fisher College of Business
M.B.A., Finance
Washington University in St. Louis
B.A., Political Science
Hawken School
High School Diploma
Key Private Bank March 2009 - Present
Curran Investment Management July 2000 - March 2009
First Albany Asset Management July 1994 - July 2000
First Albany Corporation July 1992 - June 1994
Skills
Strategic Financial..., Portfolio Management, Marketing, Public Speaking, Estate Planning, Non-profits, Asset Allocation, Loan Origination, Executive Management, Strategic Planning, Leadership, Investment Strategies, Strategy, Investment Management, Financial Services, Finance, Investment Advisory, Retirement, Nonprofits, Financial Advisory, Wealth Management..., High Net Worth..., Small Business, New Business Development, Wealth, Financial Planning, Investments, Wealth Management, Relationship Management
Education
St. John Fisher College 1987 — 1991
BS, Management - Concentration in Finance
St. John Fisher College 1987 — 1991
BS Management, Finance, General
Financial Planning Association of Northeastern NY January 2015 - Present
Mussett Wealth Management September 2011 - Present
Arista Wealth Advisors April 2006 - September 2011
Curran Investment Management April 2002 - March 2006
Prudential Securities April 2001 - March 2002
Banc of America Securities September 1998 - April 2001
Skills
Estate Planning, Wealth Management, Personal Finance, Insurance, Retirement Planning, Investments, Retirement, Strategic Financial..., Personal Financial..., Long Term Care Insurance, Financial Planners, Series 7, Asset Allocation, Employee Benefits, Investment Advisory, Financial Advisory, Risk Management, Financial Planning
Education
The American College 2003 — 2005
CFP, Financial Planning
The Culinary Institute of America 1992 — 1993
AOS, Pastry Arts
Excelsior College July 2015 - Present
Buca Di Beppo October 2007 - Present
Los Quetzales Ecolodge & Spa March 2015 - April 2015
Curran Investment Management May 2014 - December 2014
The Giddy Up July 2013 - June 2014
Protective Industrial Products March 2014 - April 2014
Skills
People Skills, Customer Service, Problem Solving, Spanish, Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Twitter, Pinterest, Social Media Marketing, Marketing Strategy, High level of initiative, Cultural Sensitivity, Customer Satisfaction, Organization, Easily Adaptable, Spanish Literature, Creativity, Organizational..., Dependable Team Player, Time Management, Social Networking, Interpersonal Skill, Spanish-speaking, Teamwork, Cultural Awareness, Communication Skills, Marketing, Close Attention to..., Social Media
Education
Escuela Fronteras Santiago, Chile 2012 — 2012
Spanish Language and Literature
State University of New York at Albany 2009 — 2012
Bachelor of Science (B.S.), Business Adminstration; Marketing/Finance
South Colonie Central High School 2006 — 2009
Curran Investment Management November 2010 - Present
Education
Harvard Law School
JD
New York University School of Law
LL.M., in taxation
Princeton University
AB, Mathematics
Market Force Information July 2015 - Present
General Electric Company June 2008 - Present
Leverpoint Management, LLC November 2014 - July 2015
Curran Investment Management November 2006 - June 2008
Milliman July 2005 - November 2006
Skills
Finance, Corporate Finance, Cash Flow, Cash Management, Managerial Finance, Financial Reporting, Relationship Management, Sarbanes-Oxley Act
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Accounting
Cornell University 1988 — 1993
Bachelor's degree, Business Management and Marketing
Town of Ballston Community Library May 2014 - Present
Retirement Planning Group, LLC August 2013 - May 2014
Curran Investment Management September 2011 - June 2013
Berkshire Bank July 1999 - July 2011
KLH Management October 1996 - July 1999
GE Global Research 1987 - 1990
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investment Management, Equities, Investments, Insurance, Retirement Planning, Retirement, Personal Finance, Fixed Income, Alternative Investments, Securities, Series 7, Wealth
Education
University at Albany 1989 — 1991
MA, English Literature
University of California, Berkeley 1979 — 1980
Graduate work, Computer Science
St. Bonaventure University 1975 — 1979
BS, Mathematics, Computer Science
Curran Investment Management September 2001 - Present
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Public Speaking, Marketing Communications, Social Media Marketing, Public Relations, Microsoft Office, Microsoft Excel, Research, Estate Planning, Financial Services, Investments, Relationship Management
Education
SUNY Plattsburgh 1987 — 1991
Bachelor of Science (BS), International Business Management