David Lerner Associates
Industry: Insurance service company
DescriptionDavid Lerner Associates is a privately held securities broker/dealer, with clients' assets totaling approximately $6 billion. The headquarters is in Syosset, New York, and there are branch offices in Westport, CT; Boca Raton, Florida; Teaneck and Lawrenceville, NJ; and White Plains, NY. Owner: David Lerner Founder: David Lerner Founded: 1976 Headquarters: Syosset, NY Number of employees: 350 Subsidiary: David Lerner Associates Inc., Information Agent
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David Lerner Associates Employees
Employee
Years
Job
Industry
Andrew Fleschner Andrew Fleschner's David Lerner Associates Experience January 1999 - January 2000
Job Principal at Fleschner Investments
Industry Financial Services
Experience
Fleschner Investments January 2004 - Present
Fleet Bank January 2002 - January 2004
Prudential Financial January 2000 - January 2002
David Lerner Associates January 1999 - January 2000
Publishing EntrepreneurFleschner Publishing Company January 1973 - January 1998
Fleschner Becker Associates January 1969 - January 1973
Fidelity Management January 1967 - January 1969
Skills
Retirement Planning, Hi Income Investing, Long Term Growth, Mutual Funds, Investments, Asset Allocation, Strategic Financial..., Series 7, Equities, Retirement, Fixed Income, Hedge Funds, Fixed Annuities, Bonds, Insurance, Financial Services, Finance, High Net Worth..., Financial Modeling, Securities, Alternative Investments, Funding, Financial Planners, Investment Strategies, Wealth Management, Series 63, Due Diligence
Education
Harvard Business School 1965 — 1967
MBA, Finance
Harvard College 1960 — 1964
Bachelor of Arts (B.A.), History and Literature, Cum Laude
George School
Fleschner Investments January 2004 - Present
Fleet Bank January 2002 - January 2004
Prudential Financial January 2000 - January 2002
David Lerner Associates January 1999 - January 2000
Publishing EntrepreneurFleschner Publishing Company January 1973 - January 1998
Fleschner Becker Associates January 1969 - January 1973
Fidelity Management January 1967 - January 1969
Skills
Retirement Planning, Hi Income Investing, Long Term Growth, Mutual Funds, Investments, Asset Allocation, Strategic Financial..., Series 7, Equities, Retirement, Fixed Income, Hedge Funds, Fixed Annuities, Bonds, Insurance, Financial Services, Finance, High Net Worth..., Financial Modeling, Securities, Alternative Investments, Funding, Financial Planners, Investment Strategies, Wealth Management, Series 63, Due Diligence
Education
Harvard Business School 1965 — 1967
MBA, Finance
Harvard College 1960 — 1964
Bachelor of Arts (B.A.), History and Literature, Cum Laude
George School
Janet Levitt Janet Levitt's David Lerner Associates Experience December 2010 - October 2011
Job Registered Representative, Marketing Support Specialist, Park Avenue Benefit Planning An Office of MetLife
Industry Investment Management
Experience
Park Avenue Benefit Planning - An Office of MetLife October 2011 - Present
David Lerner Associates December 2010 - October 2011
Nyack Middle School September 2007 - June 2010
New York City Public School October 2004 - June 2007
Nanuet January 1999 - January 2003
Printing Industry January 1978 - January 1991
Skills
Disability Insurance, Mutual Funds, Series 7, Life Insurance, Group Benefit Plans, Voluntary Employee..., Long Term Care Insurance
Education
Long Island University 2001 — 2003
Masters of Science, Education
Dominican College 1992 — 1997
Bachelors of Science, Accounting
N.Y.C. Technical College 1976 — 1978
Associates of Science, Graphic Arts
New York State Certification for Elementary School
Park Avenue Benefit Planning - An Office of MetLife October 2011 - Present
David Lerner Associates December 2010 - October 2011
Nyack Middle School September 2007 - June 2010
New York City Public School October 2004 - June 2007
Nanuet January 1999 - January 2003
Printing Industry January 1978 - January 1991
Skills
Disability Insurance, Mutual Funds, Series 7, Life Insurance, Group Benefit Plans, Voluntary Employee..., Long Term Care Insurance
Education
Long Island University 2001 — 2003
Masters of Science, Education
Dominican College 1992 — 1997
Bachelors of Science, Accounting
N.Y.C. Technical College 1976 — 1978
Associates of Science, Graphic Arts
New York State Certification for Elementary School
Khalil Khalfan's David Lerner Associates Experience May 2009 - September 2014
Job First Data
Industry Financial Services
Experience
First Data Corporation September 2014 - Present
David Lerner Associates May 2009 - September 2014
Skills
Series 7, Options, Investment Strategies, Strategic Financial..., 401k, Fixed Annuities, Investment Advisory, Term Life Insurance, Banking, ETFs, Retirement, Life Insurance, Microsoft Office, Microsoft Excel, Management, Financial Analysis, Finance, Leadership
Education
NYIT 2009 — 2013
Bachelor's degree, Finance
First Data Corporation September 2014 - Present
David Lerner Associates May 2009 - September 2014
Skills
Series 7, Options, Investment Strategies, Strategic Financial..., 401k, Fixed Annuities, Investment Advisory, Term Life Insurance, Banking, ETFs, Retirement, Life Insurance, Microsoft Office, Microsoft Excel, Management, Financial Analysis, Finance, Leadership
Education
NYIT 2009 — 2013
Bachelor's degree, Finance
Jay Diamond Jay Diamond's David Lerner Associates Experience July 1984 - July 1986
Job Managing Principal, Senior Financial Advisor at Investmark
Industry Financial Services
Experience
Investmark 1990 - Present
Acorn Financial July 1986 - December 1989
David Lerner Associates July 1984 - July 1986
Education
The University of Connecticut 1973 — 1977
BS / MBA('83), Finance
Investmark 1990 - Present
Acorn Financial July 1986 - December 1989
David Lerner Associates July 1984 - July 1986
Education
The University of Connecticut 1973 — 1977
BS / MBA('83), Finance
Steve Zaffuto, C.R.I.S. Steve Zaffuto, C.R.I.S.'s David Lerner Associates Experience February 2008 - September 2009
Job President/ CEO
Industry Medical Devices
Experience
Stryker March 2015 - Present
SJZ Consulting Group, Inc. March 2014 - Present
Arthrex February 2014 - February 2015
H.E.L.P Environmental/ Homeland Safety March 2011 - December 2013
NPS Group/Eastern Institutional Funding LLC August 2009 - September 2011
David Lerner Associates February 2008 - September 2009
ADKO Mortgage Network August 2006 - December 2007
Skills
Management, Leadership, Business Strategy, Business Development, Sales, Training, Project Management, Strategic Planning, Human Resources, Construction, Negotiation, Real Estate, Finance, Product Development, New Business Development, Sales Management, Account Management, Fire Safety, Workers Compensation, Management Consulting, Due Diligence, Program Management, Employee Benefits, Sales Operations, Small Business, Sports Medicine, Surgeons, Operating Room, Medical Devices, Healthcare
Education
Investment Banking Institute 2007 — 2007
Certificate, Investment Banking
Hofstra University 2003 — 2007
BBA, Management
Massapequa HS 1999 — 2002
Regents Diploma
Stryker March 2015 - Present
SJZ Consulting Group, Inc. March 2014 - Present
Arthrex February 2014 - February 2015
H.E.L.P Environmental/ Homeland Safety March 2011 - December 2013
NPS Group/Eastern Institutional Funding LLC August 2009 - September 2011
David Lerner Associates February 2008 - September 2009
ADKO Mortgage Network August 2006 - December 2007
Skills
Management, Leadership, Business Strategy, Business Development, Sales, Training, Project Management, Strategic Planning, Human Resources, Construction, Negotiation, Real Estate, Finance, Product Development, New Business Development, Sales Management, Account Management, Fire Safety, Workers Compensation, Management Consulting, Due Diligence, Program Management, Employee Benefits, Sales Operations, Small Business, Sports Medicine, Surgeons, Operating Room, Medical Devices, Healthcare
Education
Investment Banking Institute 2007 — 2007
Certificate, Investment Banking
Hofstra University 2003 — 2007
BBA, Management
Massapequa HS 1999 — 2002
Regents Diploma
Enrico Ruotolo's David Lerner Associates Experience January 2009 - December 2009
Job Director of SalesNortheast Region at Credit Acceptance
Industry Automotive
Experience
Credit Acceptance January 2012 - Present
Exeter Finance Corp. June 2010 - December 2011
5th 3rd Bank January 2010 - May 2010
David Lerner Associates January 2009 - December 2009
AmeriCredit Financial November 1998 - July 2008
AmeriCredit November 1998 - March 2000
Mitsubishi Motors May 1996 - November 1998
The Bank of New York May 1994 - May 1996
Skills
Credit, Consumer Lending, Loans, Credit Analysis, Underwriting, Relationship Management, Finance, Credit Risk, Investments, Portfolio Management, Loan Origination, Profit, Customer Retention, Loss Mitigation, Customer Satisfaction, Banking, Sales Management, Risk Management, Forecasting, Sales
Education
Iona College
Credit Acceptance January 2012 - Present
Exeter Finance Corp. June 2010 - December 2011
5th 3rd Bank January 2010 - May 2010
David Lerner Associates January 2009 - December 2009
AmeriCredit Financial November 1998 - July 2008
AmeriCredit November 1998 - March 2000
Mitsubishi Motors May 1996 - November 1998
The Bank of New York May 1994 - May 1996
Skills
Credit, Consumer Lending, Loans, Credit Analysis, Underwriting, Relationship Management, Finance, Credit Risk, Investments, Portfolio Management, Loan Origination, Profit, Customer Retention, Loss Mitigation, Customer Satisfaction, Banking, Sales Management, Risk Management, Forecasting, Sales
Education
Iona College
Sacha Wilson Sacha Wilson's David Lerner Associates Experience November 2006 - November 2011
Job Acacia Planning, Tomorrow's investments Today.
Industry Financial Services
Experience
Acacia Planning January 2013 - Present
Ameriprise Financial Services, Inc. 2011 - December 2012
David Lerner Associates November 2006 - November 2011
Prudential Financial 2001 - 2002
Skills
Series 7, Investments, Fixed Annuities, Retirement Planning, Strategic Financial..., Series 63, Retirement, Estate Planning, Wealth, 401k, Wealth Management, Financial Services, Life Insurance, Financial Planning
Education
Fairleigh Dickinson University 1993 — 1996
Business/Commerce, General
Summit High School 1989 — 1993
Diploma, General
Lincoln School
Acacia Planning January 2013 - Present
Ameriprise Financial Services, Inc. 2011 - December 2012
David Lerner Associates November 2006 - November 2011
Prudential Financial 2001 - 2002
Skills
Series 7, Investments, Fixed Annuities, Retirement Planning, Strategic Financial..., Series 63, Retirement, Estate Planning, Wealth, 401k, Wealth Management, Financial Services, Life Insurance, Financial Planning
Education
Fairleigh Dickinson University 1993 — 1996
Business/Commerce, General
Summit High School 1989 — 1993
Diploma, General
Lincoln School
Lauren Hurwitz Lauren Hurwitz's David Lerner Associates Experience July 2008 - August 2008
Job Interactive Producer
Industry Marketing and Advertising
Experience
Publicis September 2014 - Present
CDMiConnect July 2013 - September 2014
CDMiConnect May 2012 - June 2013
CDMiConnect July 2010 - April 2012
New York State Assembly December 2009 - May 2010
Northeast Parent and Child Society September 2009 - December 2009
Beast. TV Inc June 2009 - August 2009
David Lerner Associates July 2008 - August 2008
Skills
Direct Marketing, Marketing Communications, Social Media Marketing, Email Marketing, Budgets, Interactive Marketing, Digital Media, Strategic Planning, Online Advertising, Interactive Advertising, Marketing, Relationship Marketing, Mobile Marketing, Creative Strategy, Online Marketing, Website Development, Omniture, SEO, SEM, Account Management, Multi-channel Marketing, Information Architecture, Mobile Applications, Press Releases
Education
University at Albany, SUNY 2006 — 2010
BA, English and Communications
Glen Cove High School 2002 — 2006
Diploma
Publicis September 2014 - Present
CDMiConnect July 2013 - September 2014
CDMiConnect May 2012 - June 2013
CDMiConnect July 2010 - April 2012
New York State Assembly December 2009 - May 2010
Northeast Parent and Child Society September 2009 - December 2009
Beast. TV Inc June 2009 - August 2009
David Lerner Associates July 2008 - August 2008
Skills
Direct Marketing, Marketing Communications, Social Media Marketing, Email Marketing, Budgets, Interactive Marketing, Digital Media, Strategic Planning, Online Advertising, Interactive Advertising, Marketing, Relationship Marketing, Mobile Marketing, Creative Strategy, Online Marketing, Website Development, Omniture, SEO, SEM, Account Management, Multi-channel Marketing, Information Architecture, Mobile Applications, Press Releases
Education
University at Albany, SUNY 2006 — 2010
BA, English and Communications
Glen Cove High School 2002 — 2006
Diploma
ALEXANDER BARNYCH ALEXANDER BARNYCH's David Lerner Associates Experience September 2007 - Present
Job ASSISTANT BRANCH MANAGER at DAVID LERNER ASSOCIATES SYOSSET, NY
Industry Investment Management
Experience
DAVID LERNER ASSOCIATES September 2007 - Present
nassau county police department May 1985 - September 2007
Skills
Investments, Insurance, 401k, IRAs, Bonds, Series 63, Series 7, Retirement Planning, Mutual Funds, Retirement, Securities, Long Term Care Insurance, Life Insurance, Portfolio Management, Variable Annuities, Sales, Recruiting, Term Life Insurance, Financial Services, Long-term Care, Customer Service, Public Speaking, Training, Fixed Annuities, Account Management, Asset Allocation, Strategic Planning, Series 24, 401k Rollovers, Whole Life, Roth IRA, Investment Management, FINRA, Uniform Combined State..., Investment Advisory, Financial Advisory, Wealth Management, Strategic Financial..., Investment Strategies, Asset Management, Estate Planning, Disability Insurance, Fixed Income, Alternative Investments, Equities, ETFs, Risk Management, Financial Planning
Education
LIU Post 1979 — 1981
BaA, communications
DAVID LERNER ASSOCIATES September 2007 - Present
nassau county police department May 1985 - September 2007
Skills
Investments, Insurance, 401k, IRAs, Bonds, Series 63, Series 7, Retirement Planning, Mutual Funds, Retirement, Securities, Long Term Care Insurance, Life Insurance, Portfolio Management, Variable Annuities, Sales, Recruiting, Term Life Insurance, Financial Services, Long-term Care, Customer Service, Public Speaking, Training, Fixed Annuities, Account Management, Asset Allocation, Strategic Planning, Series 24, 401k Rollovers, Whole Life, Roth IRA, Investment Management, FINRA, Uniform Combined State..., Investment Advisory, Financial Advisory, Wealth Management, Strategic Financial..., Investment Strategies, Asset Management, Estate Planning, Disability Insurance, Fixed Income, Alternative Investments, Equities, ETFs, Risk Management, Financial Planning
Education
LIU Post 1979 — 1981
BaA, communications
Jim McCarthy, CFP®,ChFC®'s David Lerner Associates Experience July 2003 - February 2007
Job Managing Director Directional Wealth Management, LLC. We help people improve, develop,and change their financial life.
Industry Investment Management
Experience
Directional Wealth Management, LLC January 2015 - Present
McCarthy Wealth Solutions LLC January 2010 - January 2015
Raymond James & Associates February 2007 - February 2010
David Lerner Associates July 2003 - February 2007
various International Publishing companies January 1978 - May 2003
VNU Business Publications 1999 - 2001
Reed Elsevier 1990 - 1997
Thomson Business Press 1987 - 1990
Whitney Communications 1978 - 1981
Skills
Strategic Financial..., Estate Planning, Wealth Management, Investment Management, Accounting, Small Business, Securities, Managerial Finance, Tax, Wealth, Financial Services, Notary Public, 401k Rollovers, Mutual Funds, Finance, Wealth Accumulation, FINRA, Retirement, Investment Strategies, Management, 401k, Retirement Planning, Mergers & Acquisitions, Financial Planners, Mergers, Equities, Financial Modeling, Investment Advisory, Investments, Employee Benefits, Fixed Annuities, IRAs, Budgets, Series 7, Asset Allocation, Due Diligence, Asset Managment, Pensions, Estate Tax Planning, Financial Advisory, Financial Reporting, Series 63
Education
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration, Accounting and Finance
Directional Wealth Management, LLC January 2015 - Present
McCarthy Wealth Solutions LLC January 2010 - January 2015
Raymond James & Associates February 2007 - February 2010
David Lerner Associates July 2003 - February 2007
various International Publishing companies January 1978 - May 2003
VNU Business Publications 1999 - 2001
Reed Elsevier 1990 - 1997
Thomson Business Press 1987 - 1990
Whitney Communications 1978 - 1981
Skills
Strategic Financial..., Estate Planning, Wealth Management, Investment Management, Accounting, Small Business, Securities, Managerial Finance, Tax, Wealth, Financial Services, Notary Public, 401k Rollovers, Mutual Funds, Finance, Wealth Accumulation, FINRA, Retirement, Investment Strategies, Management, 401k, Retirement Planning, Mergers & Acquisitions, Financial Planners, Mergers, Equities, Financial Modeling, Investment Advisory, Investments, Employee Benefits, Fixed Annuities, IRAs, Budgets, Series 7, Asset Allocation, Due Diligence, Asset Managment, Pensions, Estate Tax Planning, Financial Advisory, Financial Reporting, Series 63
Education
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration, Accounting and Finance
Jim Belling, CRPC® Jim Belling, CRPC®'s David Lerner Associates Experience February 2009 - February 2011
Job Fidelity Investmernts
Industry Financial Services
Experience
Ameriprise Financial February 2011 - February 2015
David Lerner Associates February 2009 - February 2011
Integra Life Sciences February 2005 - April 2007
Zimmer December 2002 - February 2005
Schonfeld Group January 1998 - February 2002
Education
Hofstra University 1987 — 1991
BBA, Marketing
Wantagh
Ameriprise Financial February 2011 - February 2015
David Lerner Associates February 2009 - February 2011
Integra Life Sciences February 2005 - April 2007
Zimmer December 2002 - February 2005
Schonfeld Group January 1998 - February 2002
Education
Hofstra University 1987 — 1991
BBA, Marketing
Wantagh
Robert M. Braun, CFA Robert M. Braun, CFA's David Lerner Associates Experience 1986 - 1987
Job Principal at Braun Research Consulting
Industry Financial Services
Experience
Braun Research Co May 2011 - Present
Midwood Securities February 2003 - February 2011
Thomson Financial August 1994 - January 2003
Wright Investors' Service 1987 - 1993
David Lerner Associates 1986 - 1987
Skills
Equities, Financial Markets, Equity Research, Negotiation, Asset Management, Customer Relations, Sales Management, Capital Markets, Consultative Selling, Account Management, Market Data, Contract Negotiation, Hedge Funds, Investments, Fixed Income, Securities, Mutual Funds, Finance, Management, Alternative Investments, Asset Allocation, Start-ups, Portfolio Management, Trading, Venture Capital, Financial Modeling, Financial Services, Leadership, Private Equity, Financial Analysis, Commodity, Derivatives, Strategy, Business Strategy, Risk Management, Valuation, Investment Management, Trading Systems, Analysis
Education
University of Cincinnati 1971 — 1972
MSc, Mechanical Engineering
Braun Research Co May 2011 - Present
Midwood Securities February 2003 - February 2011
Thomson Financial August 1994 - January 2003
Wright Investors' Service 1987 - 1993
David Lerner Associates 1986 - 1987
Skills
Equities, Financial Markets, Equity Research, Negotiation, Asset Management, Customer Relations, Sales Management, Capital Markets, Consultative Selling, Account Management, Market Data, Contract Negotiation, Hedge Funds, Investments, Fixed Income, Securities, Mutual Funds, Finance, Management, Alternative Investments, Asset Allocation, Start-ups, Portfolio Management, Trading, Venture Capital, Financial Modeling, Financial Services, Leadership, Private Equity, Financial Analysis, Commodity, Derivatives, Strategy, Business Strategy, Risk Management, Valuation, Investment Management, Trading Systems, Analysis
Education
University of Cincinnati 1971 — 1972
MSc, Mechanical Engineering
Jason Emmett Jason Emmett's David Lerner Associates Experience June 2006 - December 2006
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2013 - Present
Allianz Global Investors May 2010 - July 2013
Legg Mason January 2007 - March 2010
David Lerner Associates June 2006 - December 2006
Smith Barney January 2005 - May 2006
Education
Wagner College 1999 — 2004
BA/MBA
Hamilton College 1995 — 1997
NA, Government
Allianz Global Investors August 2013 - Present
Allianz Global Investors May 2010 - July 2013
Legg Mason January 2007 - March 2010
David Lerner Associates June 2006 - December 2006
Smith Barney January 2005 - May 2006
Education
Wagner College 1999 — 2004
BA/MBA
Hamilton College 1995 — 1997
NA, Government
Rick Giovan Rick Giovan's David Lerner Associates Experience June 2008 - February 2009
Job Showroom Sales at Blackman Plumbing
Industry Retail
Experience
Blackman Plumbing January 2013 - Present
Kolson Decorative Hardware November 2012 - Present
Bearings Limited November 2011 - August 2012
Consumers Kitchens & Baths June 2009 - November 2011
David Lerner Associates June 2008 - February 2009
Fox's True Value Hardware February 1985 - May 2008
Fox's True Value Hardware March 1974 - March 1985
Skills
Inventory Management, Sales, Operations Management, Retail, Investments
Education
Adelphi University 1977 — 1981
MBA, Marketing
Hofstra University 1967 — 1970
BA, Psychology
Blackman Plumbing January 2013 - Present
Kolson Decorative Hardware November 2012 - Present
Bearings Limited November 2011 - August 2012
Consumers Kitchens & Baths June 2009 - November 2011
David Lerner Associates June 2008 - February 2009
Fox's True Value Hardware February 1985 - May 2008
Fox's True Value Hardware March 1974 - March 1985
Skills
Inventory Management, Sales, Operations Management, Retail, Investments
Education
Adelphi University 1977 — 1981
MBA, Marketing
Hofstra University 1967 — 1970
BA, Psychology
Michael D'Antona Michael D'Antona's David Lerner Associates Experience September 2010 - April 2011
Job Supervisor at Costco Wholesale
Industry Wholesale
Experience
Costco Wholesale April 2011 - Present
The Balance Health & Wellness Center March 2012 - June 2014
David Lerner Associates September 2010 - April 2011
Skills
Customer Service, Management, Microsoft Word, Microsoft Office, Time Management, Teamwork, PowerPoint, Sales, Communication, Team Leadership, Telephone Skills, Cashiering, Critical Thinking, Facebook, Project Management, Strategic Planning, Social Media, Leadership, Customer Experience
Education
Farmingdale State University of New York 2011 — 2016
Bachelor of Applied Science (B.A.Sc.), Science, Technology and Society
Costco Wholesale April 2011 - Present
The Balance Health & Wellness Center March 2012 - June 2014
David Lerner Associates September 2010 - April 2011
Skills
Customer Service, Management, Microsoft Word, Microsoft Office, Time Management, Teamwork, PowerPoint, Sales, Communication, Team Leadership, Telephone Skills, Cashiering, Critical Thinking, Facebook, Project Management, Strategic Planning, Social Media, Leadership, Customer Experience
Education
Farmingdale State University of New York 2011 — 2016
Bachelor of Applied Science (B.A.Sc.), Science, Technology and Society
Vincent Monaco's David Lerner Associates Experience February 2001 - November 2004
Job SENIOR LOAN OFFICER @ HOME POINT FINANCIAL
Industry Financial Services
Experience
Home Point Financial January 2015 - Present
HSBC Private Bank November 2012 - 2014
VALIC Financial Advisors 2010 - November 2012
PennMutual Life Insurance 2009 - 2010
TD Bank Wealth Management 2007 - 2009
Perri Funding Corp November 2005 - September 2007
Bank of America Investments November 2004 - November 2005
David Lerner Associates February 2001 - November 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Annuities, Mutual Funds, Asset Allocation, Investment Products, Financial Planning, Retirement, Wealth Management, Securities, Fixed Annuities, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, Marketing
Home Point Financial January 2015 - Present
HSBC Private Bank November 2012 - 2014
VALIC Financial Advisors 2010 - November 2012
PennMutual Life Insurance 2009 - 2010
TD Bank Wealth Management 2007 - 2009
Perri Funding Corp November 2005 - September 2007
Bank of America Investments November 2004 - November 2005
David Lerner Associates February 2001 - November 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Annuities, Mutual Funds, Asset Allocation, Investment Products, Financial Planning, Retirement, Wealth Management, Securities, Fixed Annuities, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, Marketing
Christopher Sommer's David Lerner Associates Experience November 2013 - March 2015
Job Registered Representative, Equity Services, Inc.
Industry Financial Services
Experience
Registered Representative, Equity Services, Inc.The Vermont Agency September 2015 - Present
Language On Schools March 2015 - September 2015
David Lerner Associates November 2013 - March 2015
Premier Global Services February 2008 - 2011
Brighton School June 2005 - December 2008
Wachovia Securities October 2000 - June 2002
Morgan Stanley 1997 - 2000
Skills
Account Management, Sales, Business Development, Unified Communications, Telecommunications, Finance, Change Management, Product Management, VoIP, Partnerships, Marketing, Sales Engineering, Connectwise, Netsuite- Power User, Microsoft Applications, Bloomberg, Reuters
Education
Victoria University 2007 — 2007
MBA
Fordham University 1988 — 1992
BA, communications
djc
Registered Representative, Equity Services, Inc.The Vermont Agency September 2015 - Present
Language On Schools March 2015 - September 2015
David Lerner Associates November 2013 - March 2015
Premier Global Services February 2008 - 2011
Brighton School June 2005 - December 2008
Wachovia Securities October 2000 - June 2002
Morgan Stanley 1997 - 2000
Skills
Account Management, Sales, Business Development, Unified Communications, Telecommunications, Finance, Change Management, Product Management, VoIP, Partnerships, Marketing, Sales Engineering, Connectwise, Netsuite- Power User, Microsoft Applications, Bloomberg, Reuters
Education
Victoria University 2007 — 2007
MBA
Fordham University 1988 — 1992
BA, communications
djc
Joshua Polo Joshua Polo's David Lerner Associates Experience June 2006 - June 2007
Job Senior Content Manager at FactSet
Industry Financial Services
Experience
FactSet April 2015 - Present
Markit January 2015 - April 2015
Markit May 2010 - December 2014
IndexIQ June 2007 - May 2010
David Lerner Associates June 2006 - June 2007
Iona Preparatory School August 2003 - June 2006
Skills
ETFs, Investments, Analysis, Hedge Funds, Bloomberg, Equities, Data Analysis, Project Management, Financial Services, Research, Leadership, IBM Blueworks Live - BPM, FactSet, Management, Operations Management, Indexing, Client Services, Visio, Strategic Planning, Budgeting, Fixed Income
Education
The Catholic University of America 1999 — 2003
BA
Iona Prep 1995 — 1999
FactSet April 2015 - Present
Markit January 2015 - April 2015
Markit May 2010 - December 2014
IndexIQ June 2007 - May 2010
David Lerner Associates June 2006 - June 2007
Iona Preparatory School August 2003 - June 2006
Skills
ETFs, Investments, Analysis, Hedge Funds, Bloomberg, Equities, Data Analysis, Project Management, Financial Services, Research, Leadership, IBM Blueworks Live - BPM, FactSet, Management, Operations Management, Indexing, Client Services, Visio, Strategic Planning, Budgeting, Fixed Income
Education
The Catholic University of America 1999 — 2003
BA
Iona Prep 1995 — 1999
Kelly Gresalfi Kelly Gresalfi's David Lerner Associates Experience May 2009 - August 2009
Job Third Grade Associate Teacher at The School at Columbia University in the City of New York
Industry Political Organization
Experience
Columbia University in the City of New York August 2015 - Present
Columbus Pre-School August 2014 - Present
DC Prep March 2014 - Present
Kramerbooks & Afterwords Cafe June 2013 - March 2014
Save A Mother November 2010 - December 2011
Media 4 Humanity May 2011 - August 2011
Kenyon & Kenyon LLP May 2010 - August 2010
David Lerner Associates May 2009 - August 2009
Skills
Research, Policy Analysis, Non-profits, Public Speaking, Community Outreach, Qualitative Research, Facebook, Microsoft Excel, Social Media, Teaching, Event Planning, Editing
Education
Bank Street College of Education 2014 — 2016
Master of Education (M.Ed.), Educational Literacy and Childhood General Education
Kenyon College 2009 — 2013
Bachelor of Arts (BA), Political Science
Universidad para la Paz 2012 — 2012
Certificate, International Relations and National Security Studies
Centro de Lenguas Modernas, Universidad de Granada 2011 — 2012
Certificate in Spanish Language and Culture, Universidad de Granada, Language and Culture
Columbia University in the City of New York August 2015 - Present
Columbus Pre-School August 2014 - Present
DC Prep March 2014 - Present
Kramerbooks & Afterwords Cafe June 2013 - March 2014
Save A Mother November 2010 - December 2011
Media 4 Humanity May 2011 - August 2011
Kenyon & Kenyon LLP May 2010 - August 2010
David Lerner Associates May 2009 - August 2009
Skills
Research, Policy Analysis, Non-profits, Public Speaking, Community Outreach, Qualitative Research, Facebook, Microsoft Excel, Social Media, Teaching, Event Planning, Editing
Education
Bank Street College of Education 2014 — 2016
Master of Education (M.Ed.), Educational Literacy and Childhood General Education
Kenyon College 2009 — 2013
Bachelor of Arts (BA), Political Science
Universidad para la Paz 2012 — 2012
Certificate, International Relations and National Security Studies
Centro de Lenguas Modernas, Universidad de Granada 2011 — 2012
Certificate in Spanish Language and Culture, Universidad de Granada, Language and Culture
Donald Alleva's David Lerner Associates Experience 1994 - 1999
Job Parish Manager at Church of Sts. Peter & Paul
Industry Management Consulting
Experience
Church of Sts. Peter & Paul October 2010 - Present
Corporate Executive Board October 2007 - 2009
GlobalSpec, Inc. August 2006 - October 2007
TriNet 2004 - 2006
Mass Mutual Financial Group 2002 - 2004
David Lerner Associates 1994 - 1999
Metropolitan Life Insurance 1991 - 1994
Skills
Sales, Business Development, Solution Selling, Program Management, Brand Development, Consulting, Management, New Business Development, Leadership, Strategic Partnerships, Strategy, Strategic Planning, Sales Management, Start-ups, Marketing, Marketing Strategy
Education
Pace University Law School 1977 — 1980
J.D., Law
University of Notre Dame 1973 — 1977
B.A.
Church of Sts. Peter & Paul October 2010 - Present
Corporate Executive Board October 2007 - 2009
GlobalSpec, Inc. August 2006 - October 2007
TriNet 2004 - 2006
Mass Mutual Financial Group 2002 - 2004
David Lerner Associates 1994 - 1999
Metropolitan Life Insurance 1991 - 1994
Skills
Sales, Business Development, Solution Selling, Program Management, Brand Development, Consulting, Management, New Business Development, Leadership, Strategic Partnerships, Strategy, Strategic Planning, Sales Management, Start-ups, Marketing, Marketing Strategy
Education
Pace University Law School 1977 — 1980
J.D., Law
University of Notre Dame 1973 — 1977
B.A.
Alan Lowenfels's David Lerner Associates Experience 2002 - Present
Job Senior Associate at David Lerner Associates
Industry Financial Services
Experience
David Lerner Associates 2002 - Present
Beatice Foods Butter Operations September 1974 - November 1994
Education
Cornell University 1965 — 1969
David Lerner Associates 2002 - Present
Beatice Foods Butter Operations September 1974 - November 1994
Education
Cornell University 1965 — 1969
Joel Renker's David Lerner Associates Experience April 2002 - January 2007
Job Practice Administrator
Industry Medical Practice
Experience
The Womens Center of Southern New England February 2013 - Present
St Peters church 2011 - 2013
Comprehensive Orthopaedics September 2011 - December 2012
LPL Financial 2009 - September 2011
Pentec, Inc. January 2007 - October 2009
Investors Capital Corporation 2007 - 2009
David Lerner Associates April 2002 - January 2007
Skills
Mutual Funds, Retirement Planning, 401k, Series 7, Series 63, Employee Benefits, Finance, Retirement, Strategic Financial...
Education
Southern Connecticut State University 1993 — 2001
Houghton College 1989 — 1990
general
The Womens Center of Southern New England February 2013 - Present
St Peters church 2011 - 2013
Comprehensive Orthopaedics September 2011 - December 2012
LPL Financial 2009 - September 2011
Pentec, Inc. January 2007 - October 2009
Investors Capital Corporation 2007 - 2009
David Lerner Associates April 2002 - January 2007
Skills
Mutual Funds, Retirement Planning, 401k, Series 7, Series 63, Employee Benefits, Finance, Retirement, Strategic Financial...
Education
Southern Connecticut State University 1993 — 2001
Houghton College 1989 — 1990
general
Anthony Febles, J.D.'s David Lerner Associates Experience November 2006 - November 2007
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ Tofias January 2012 - January 2015
FSP Investments LLC October 2010 - December 2011
Wheaton College (MA) November 2008 - July 2010
Michael Page International November 2007 - November 2008
David Lerner Associates November 2006 - November 2007
Aames Home Loan June 2005 - September 2006
United States Marine Corps July 1997 - July 2005
Skills
Series 7, Series 63, Investments, Customer Relations, Research, Strategic Planning, Customer Service, Microsoft Office, PowerPoint, Excel, Word, Legal Research, Statutory Interpretation, Microsoft Excel, Finance, Leadership, Management, Public Speaking
Education
New England Law Boston 2011 — 2015
Juris Doctor, Law
Wheaton College (MA) 1997 — 2001
Bachelors, History
Northfield Mount Hermon School 1994 — 1997
Diploma, General Studies
CBIZ MHM, LLC January 2015 - Present
CBIZ Tofias January 2012 - January 2015
FSP Investments LLC October 2010 - December 2011
Wheaton College (MA) November 2008 - July 2010
Michael Page International November 2007 - November 2008
David Lerner Associates November 2006 - November 2007
Aames Home Loan June 2005 - September 2006
United States Marine Corps July 1997 - July 2005
Skills
Series 7, Series 63, Investments, Customer Relations, Research, Strategic Planning, Customer Service, Microsoft Office, PowerPoint, Excel, Word, Legal Research, Statutory Interpretation, Microsoft Excel, Finance, Leadership, Management, Public Speaking
Education
New England Law Boston 2011 — 2015
Juris Doctor, Law
Wheaton College (MA) 1997 — 2001
Bachelors, History
Northfield Mount Hermon School 1994 — 1997
Diploma, General Studies
Jo-Ann Palmere's David Lerner Associates Experience May 2008 - Present
Job Registered Sales Assistant at David Lerner Associates
Industry Financial Services
Experience
David Lerner Associates May 2008 - Present
Taylor, Bean & Whitaker February 2008 - May 2008
GreenPoint Mortgage August 2006 - November 2007
Fort Lee Federal Savings March 2006 - August 2006
Starwin Mortgage Services November 2003 - March 2006
Education
Global College of Natural Medicine 2007 — 2008
Yes, Nutritional Consultant
Caldwell University 1993 — 1996
David Lerner Associates May 2008 - Present
Taylor, Bean & Whitaker February 2008 - May 2008
GreenPoint Mortgage August 2006 - November 2007
Fort Lee Federal Savings March 2006 - August 2006
Starwin Mortgage Services November 2003 - March 2006
Education
Global College of Natural Medicine 2007 — 2008
Yes, Nutritional Consultant
Caldwell University 1993 — 1996
David Rocke's David Lerner Associates Experience
Job senior vice presidentinvestments at David Lerner associates
Industry Financial Services
Experience
David Lerner associates
Skills
Series 7
Education
Queens College
David Lerner associates
Skills
Series 7
Education
Queens College
David Liguori's David Lerner Associates Experience June 1991 - January 1994
Job VP Sr Project Manager at Citi
Industry Financial Services
Experience
Citi October 2013 - Present
Park Avenue Securities May 2007 - October 2013
Broadridge Financial Solutions January 2006 - April 2007
Park Avenue Securities September 1998 - April 2005
Republic National Bank 1997 - 1998
North Fork Bank January 1994 - May 1997
David Lerner Associates June 1991 - January 1994
Skills
Series 7, Operations Management, Problem Solving, Brokerage, Mutual Funds, Process Improvement, Project Planning, Financial Services, MBA, Broker-Dealer Operations, Series 4, Series 24, Options, Equity Trading, Fixed Income Trading, Alternative Investments, Client Relationship..., Policy/Procedure..., Project Management, Six Sigma, Process Engineering, Scope Management, Business Systems..., Business Requirements, Strategic Planning, Business Analysis, NASD, General Securities..., CRM, Insurance, Risk Management, Fixed Income, Equities, Management, Leadership, Trading, Asset Management, Financial Risk, Wealth Management, Strategic Financial..., Bonds, Series 63, Investment Advisory, Capital Markets, AML, KYC, Banking, Securities, FINRA
Education
Dowling College 1997 — 2000
Master's Degree, Banking and Finance
New York Institute of Technology-Old Westbury 1987 — 1989
Bachelors, Business Mgmt / Hotel / Restaurant
Ward Melville High School 1980 — 1984
Citi October 2013 - Present
Park Avenue Securities May 2007 - October 2013
Broadridge Financial Solutions January 2006 - April 2007
Park Avenue Securities September 1998 - April 2005
Republic National Bank 1997 - 1998
North Fork Bank January 1994 - May 1997
David Lerner Associates June 1991 - January 1994
Skills
Series 7, Operations Management, Problem Solving, Brokerage, Mutual Funds, Process Improvement, Project Planning, Financial Services, MBA, Broker-Dealer Operations, Series 4, Series 24, Options, Equity Trading, Fixed Income Trading, Alternative Investments, Client Relationship..., Policy/Procedure..., Project Management, Six Sigma, Process Engineering, Scope Management, Business Systems..., Business Requirements, Strategic Planning, Business Analysis, NASD, General Securities..., CRM, Insurance, Risk Management, Fixed Income, Equities, Management, Leadership, Trading, Asset Management, Financial Risk, Wealth Management, Strategic Financial..., Bonds, Series 63, Investment Advisory, Capital Markets, AML, KYC, Banking, Securities, FINRA
Education
Dowling College 1997 — 2000
Master's Degree, Banking and Finance
New York Institute of Technology-Old Westbury 1987 — 1989
Bachelors, Business Mgmt / Hotel / Restaurant
Ward Melville High School 1980 — 1984
Mike Reames's David Lerner Associates Experience April 2006 - April 2007
Job Senior Analyst at Tradition Energy
Industry Oil & Energy
Experience
Tradition Energy May 2014 - Present
ConEdison Solutions November 2010 - May 2014
Genworth Financial December 2007 - May 2008
Citi Group May 2007 - December 2007
DAVID LERNER ASSOCIATES April 2006 - April 2007
Bank of New York Mellon April 2003 - April 2006
Skills
Financial Services, Series 63, Series 7, Wealth Management, Mutual Funds, Securities, Fixed Annuities, Investment Advisory, Financial Analysis, Retirement Planning, Investments, ETFs, Retirement, Asset Allocation, Risk Management, Asset Managment, Investment Management, Bonds, Fixed Income, Strategic Financial..., Energy Management, Account Management
Education
SUNY Polytechnic Institute 2000 — 2002
Bachelor's, Business
Paul Smith's College 1998 — 2000
Associates, Hospitality
Tradition Energy May 2014 - Present
ConEdison Solutions November 2010 - May 2014
Genworth Financial December 2007 - May 2008
Citi Group May 2007 - December 2007
DAVID LERNER ASSOCIATES April 2006 - April 2007
Bank of New York Mellon April 2003 - April 2006
Skills
Financial Services, Series 63, Series 7, Wealth Management, Mutual Funds, Securities, Fixed Annuities, Investment Advisory, Financial Analysis, Retirement Planning, Investments, ETFs, Retirement, Asset Allocation, Risk Management, Asset Managment, Investment Management, Bonds, Fixed Income, Strategic Financial..., Energy Management, Account Management
Education
SUNY Polytechnic Institute 2000 — 2002
Bachelor's, Business
Paul Smith's College 1998 — 2000
Associates, Hospitality
Jeffrey Zelka's David Lerner Associates Experience May 2008 - Present
Job Investment Counselor David Lerner Associates
Industry Financial Services
Experience
David Lerner Associates May 2008 - Present
Skills
Series 7, Wealth Management, Series 63, Retirement, Fixed Annuities, Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Life Insurance, Long Term Care Insurance, Disability Insurance, Portfolio Management, Asset Management, Wealth, Asset Allocation, Finance, Financial Planners, Investment Strategies, Securities, Investment Advisory, Alternative Investments, Financial Risk, Bonds, Series 65, Estate Planning, ETFs, Financial Advisory, FINRA, Equities, Municipal Bonds, Series 24, Financial Services, Fixed Income, Variable Annuities, Pensions, Long-term Care, Insurance, Asset, IRAs, Investment Management, Wealth Management..., Roth IRA, 401k Rollovers, SEP IRA, College Savings Plans, Wealth Accumulation, REIT, Traditional IRA, Tax Free Income
Education
City University of New York-Brooklyn College 1970 — 1975
David Lerner Associates May 2008 - Present
Skills
Series 7, Wealth Management, Series 63, Retirement, Fixed Annuities, Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Life Insurance, Long Term Care Insurance, Disability Insurance, Portfolio Management, Asset Management, Wealth, Asset Allocation, Finance, Financial Planners, Investment Strategies, Securities, Investment Advisory, Alternative Investments, Financial Risk, Bonds, Series 65, Estate Planning, ETFs, Financial Advisory, FINRA, Equities, Municipal Bonds, Series 24, Financial Services, Fixed Income, Variable Annuities, Pensions, Long-term Care, Insurance, Asset, IRAs, Investment Management, Wealth Management..., Roth IRA, 401k Rollovers, SEP IRA, College Savings Plans, Wealth Accumulation, REIT, Traditional IRA, Tax Free Income
Education
City University of New York-Brooklyn College 1970 — 1975
Noreen Domanico's David Lerner Associates Experience April 1994 - August 1997
Job Director at Financial Guaranty Insurance Company
Industry Financial Services
Experience
Financial Guaranty Insurance Company August 1997 - Present
DAVID LERNER ASSOCIATES April 1994 - August 1997
STANDARD & POOR'S CORPORATION January 1983 - May 1992
NEW YORK CITY OFFICE OF MANAGEMENT AND BUDGET August 1979 - December 1982
Skills
Credit, Credit Analysis, Public Finance, Bonds, Credit Risk, Budgets, Financial Risk, Analysis, Risk Management, Fixed Income, Capital Markets
Education
Bernard Baruch College
BBA, Public Administration
Syracuse University
MPA, Public Administration
Financial Guaranty Insurance Company August 1997 - Present
DAVID LERNER ASSOCIATES April 1994 - August 1997
STANDARD & POOR'S CORPORATION January 1983 - May 1992
NEW YORK CITY OFFICE OF MANAGEMENT AND BUDGET August 1979 - December 1982
Skills
Credit, Credit Analysis, Public Finance, Bonds, Credit Risk, Budgets, Financial Risk, Analysis, Risk Management, Fixed Income, Capital Markets
Education
Bernard Baruch College
BBA, Public Administration
Syracuse University
MPA, Public Administration
Rande Aaronson's David Lerner Associates Experience
Job Branch Manager/ Executive Vice President at David Lerner Associates
Industry Investment Management
Experience
David Lerner Associates
Skills
Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Series 63, Fixed Income, Investment Strategies, Bonds, IRAs, Retirement, 401k, Stocks, Estate Planning, Portfolio Management, Life Insurance
Education
Rutgers University-New Brunswick
Bachelor's degree, History
Rutgers University-New Brunswick
Master's degree, History
Wayne Valley High School
David Lerner Associates
Skills
Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Series 63, Fixed Income, Investment Strategies, Bonds, IRAs, Retirement, 401k, Stocks, Estate Planning, Portfolio Management, Life Insurance
Education
Rutgers University-New Brunswick
Bachelor's degree, History
Rutgers University-New Brunswick
Master's degree, History
Wayne Valley High School
Sal Strazzera's David Lerner Associates Experience April 2006 - Present
Job VP and CTO at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates April 2006 - Present
David Lerner Associates, inc. April 2006 - Present
David Lerner Associates, inc. April 2006 - Present
David Lerner Associates, inc. April 2006 - Present
David Lerner Associates, Inc. April 2006 - Present
Allied North America August 2003 - April 2006
Share-A-Tech October 2001 - August 2002
Focus Solutions March 2000 - September 2001
Skills
Network Administration, Risk Management, Computer Hardware, Business Analysis, Cloud Computing, Disaster Recovery, Microsoft SQL Server, Networking, Project Management, Microsoft Exchange, Data Center, Active Directory, Virtualization, Windows Server, Security
Education
Computer Career Center 2002 — 2003
Certified Systems Engineer, 4.0
Nassau Community College 1998 — 2000
Certificate, Computer Information Systems, 3.62
Saint John's University 1992 — 1996
Bachelor of Arts (B.A.), Psychology, 3.2
David Lerner Associates April 2006 - Present
David Lerner Associates, inc. April 2006 - Present
David Lerner Associates, inc. April 2006 - Present
David Lerner Associates, inc. April 2006 - Present
David Lerner Associates, Inc. April 2006 - Present
Allied North America August 2003 - April 2006
Share-A-Tech October 2001 - August 2002
Focus Solutions March 2000 - September 2001
Skills
Network Administration, Risk Management, Computer Hardware, Business Analysis, Cloud Computing, Disaster Recovery, Microsoft SQL Server, Networking, Project Management, Microsoft Exchange, Data Center, Active Directory, Virtualization, Windows Server, Security
Education
Computer Career Center 2002 — 2003
Certified Systems Engineer, 4.0
Nassau Community College 1998 — 2000
Certificate, Computer Information Systems, 3.62
Saint John's University 1992 — 1996
Bachelor of Arts (B.A.), Psychology, 3.2
Samuel D Sta Maria's David Lerner Associates Experience February 2010 - January 2012
Job Trade A/R Specialist @ CreditRiskMonitor
Industry Information Services
Experience
CreditRiskMonitor April 2015 - Present
Mama Fina's - House of Filipino Sisig April 2004 - Present
CreditRiskMonitor August 2014 - April 2015
Lam Cloud Management 2013 - 2013
David Lerner Associates February 2010 - January 2012
Ridgewood Energy May 2006 - December 2009
Mama Fina's Filippino Sizzling Cuisine April 2004 - May 2006
Maxim Healthcare Services February 2001 - February 2004
Skills
Account Management, New Business Development, Customer Relations, Customer Service, Sales Management, FINRA: Series 7, FINRA: Series 63, FINRA: Series 66, New Client Acquisitions, Asset Acquisition and..., Recruiting, Finance, Investments, Marketing, Sales, Process Improvement
Education
Manhattan College 1991 — 1995
BS, Management / Finance
Ridgefield Park Jr-Sr High School 1987 — 1991
High School Diploma, General Studies
CreditRiskMonitor April 2015 - Present
Mama Fina's - House of Filipino Sisig April 2004 - Present
CreditRiskMonitor August 2014 - April 2015
Lam Cloud Management 2013 - 2013
David Lerner Associates February 2010 - January 2012
Ridgewood Energy May 2006 - December 2009
Mama Fina's Filippino Sizzling Cuisine April 2004 - May 2006
Maxim Healthcare Services February 2001 - February 2004
Skills
Account Management, New Business Development, Customer Relations, Customer Service, Sales Management, FINRA: Series 7, FINRA: Series 63, FINRA: Series 66, New Client Acquisitions, Asset Acquisition and..., Recruiting, Finance, Investments, Marketing, Sales, Process Improvement
Education
Manhattan College 1991 — 1995
BS, Management / Finance
Ridgefield Park Jr-Sr High School 1987 — 1991
High School Diploma, General Studies
William DeVine's David Lerner Associates Experience April 2004 - Present
Job Senior Vice President David Lerner Associates
Industry Financial Services
Experience
David Lerner Associates April 2004 - Present
Comverse Technologies November 2002 - September 2003
AT&T November 2002 - August 2003
Telcordia Technologies April 2000 - November 2002
AT&T February 1985 - April 2000
Lear Siegler Avionics October 1979 - February 1985
Union Camp Corporation June 1978 - October 1979
Skills
Series 7, Series 63, Life and Health..., Retirement Planning, Variable Annuities, Fixed Income, Fixed Annuities, Mutual Funds, REITs, Production Planning, Materials Management, Project Management, CMM, Cost Management, Inventory Management, Operational Efficiency, Software Development, Software Project..., Tax Free Income, Municipal Bonds, Income Protection, Life Insurance, Stocks, REIT, Asset Allocation, Retirement, Investments, Financial Planners, Equities, Portfolio Management, Bonds, Investment Strategies, Securities, Financial Services, FINRA, Financial Planning
Education
Fairleigh Dickinson University 1979 — 1984
Master of Business Administration (MBA), Finance
Rutgers University 1973 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General
Saddle Brook High School 1969 — 1973
David Lerner Associates April 2004 - Present
Comverse Technologies November 2002 - September 2003
AT&T November 2002 - August 2003
Telcordia Technologies April 2000 - November 2002
AT&T February 1985 - April 2000
Lear Siegler Avionics October 1979 - February 1985
Union Camp Corporation June 1978 - October 1979
Skills
Series 7, Series 63, Life and Health..., Retirement Planning, Variable Annuities, Fixed Income, Fixed Annuities, Mutual Funds, REITs, Production Planning, Materials Management, Project Management, CMM, Cost Management, Inventory Management, Operational Efficiency, Software Development, Software Project..., Tax Free Income, Municipal Bonds, Income Protection, Life Insurance, Stocks, REIT, Asset Allocation, Retirement, Investments, Financial Planners, Equities, Portfolio Management, Bonds, Investment Strategies, Securities, Financial Services, FINRA, Financial Planning
Education
Fairleigh Dickinson University 1979 — 1984
Master of Business Administration (MBA), Finance
Rutgers University 1973 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General
Saddle Brook High School 1969 — 1973
Ryan Cerpa's David Lerner Associates Experience August 2007 - January 2009
Job Manager of FP&A and M&A at North East Dental Management
Industry Financial Services
Experience
North East Dental Management November 2014 - Present
Realogy Holdings Corp. July 2011 - November 2014
Beacon Equity Research February 2009 - June 2011
David Lerner Associates August 2007 - January 2009
Haverstraw Motorsports April 2003 - July 2007
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Strategic Financial..., Investment Banking, Alternative Investments, Finance, Securities, Investment Management, Equity Research, Corporate Finance, Equities, Financial Reporting
Education
Northeastern University 2013 — 2014
Master of Finance, Finance
Northeastern University 2012 — 2013
Master of Business Administration (MBA), Finance, Management
Pace University - Lubin School of Business 2003 — 2005
Bachelor's, Business
North East Dental Management November 2014 - Present
Realogy Holdings Corp. July 2011 - November 2014
Beacon Equity Research February 2009 - June 2011
David Lerner Associates August 2007 - January 2009
Haverstraw Motorsports April 2003 - July 2007
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Strategic Financial..., Investment Banking, Alternative Investments, Finance, Securities, Investment Management, Equity Research, Corporate Finance, Equities, Financial Reporting
Education
Northeastern University 2013 — 2014
Master of Finance, Finance
Northeastern University 2012 — 2013
Master of Business Administration (MBA), Finance, Management
Pace University - Lubin School of Business 2003 — 2005
Bachelor's, Business
james casella's David Lerner Associates Experience April 2009 - July 2009
Job Owner, Trading solutions Inc
Industry Financial Services
Experience
Trading solutions Inc June 2010 - Present
NPA Financial Services July 2009 - June 2010
David Lerner Associates April 2009 - July 2009
HSBC Bank Corporation December 2007 - May 2008
Countrywide Home Loans April 2007 - December 2007
Assent LLC June 1999 - November 2007
Education
State University of New York College at Plattsburgh 1995 — 1999
Business Management- Finance
Trading solutions Inc June 2010 - Present
NPA Financial Services July 2009 - June 2010
David Lerner Associates April 2009 - July 2009
HSBC Bank Corporation December 2007 - May 2008
Countrywide Home Loans April 2007 - December 2007
Assent LLC June 1999 - November 2007
Education
State University of New York College at Plattsburgh 1995 — 1999
Business Management- Finance
Robert (Bob) Dell's David Lerner Associates Experience 1998 - 1998
Job
Industry Automotive
Experience
Huntington Jeep Chrysler Dodge Hyundai September 2004 - February 2012
Hustedt Auto Group 1999 - 2004
David Lerner Associates 1998 - 1998
L&B Lincoln Mercury 1997 - 1997
Malmstrom Auto Group--Hummer, Pontiac, Isuzu, Suzuki 1996 - 1996
BlueWater Expanding Enterprises, Inc. 1994 - 1996
Lee Cadillac 1995 - 1995
Thomas Dodge and Subaru 1993 - 1994
NY Newsday 1991 - 1992
Skills
Notary Public, Purchasing, Real Estate Investment, Public Speaking, Forecasting, Advertising Sales, Hiring, Selling, Customer Satisfaction, Sales Management, Inventory Management, Budgeting, Negotiation, Consultative Selling, Contract Negotiations, Customer Retention, Real Estate, Team Building, Profit, Customer Service, Retail, New Business Development, Promotions, Cold Calling, Customer Relations, Strategic Planning, Investments, Asset Protection, Political Consulting, Reviewing Contracts, Sales
Education
St Joseph's College 2009 — 2012
Master's Degree, MS in Management
St. Joseph's College; Brooklyn/Patchogue N.Y. 2009 — 2012
Master of Business Administration (M.B.A.), Executive MGT
SUNY Stony Brook
"BA", Anthropology
Huntington Jeep Chrysler Dodge Hyundai September 2004 - February 2012
Hustedt Auto Group 1999 - 2004
David Lerner Associates 1998 - 1998
L&B Lincoln Mercury 1997 - 1997
Malmstrom Auto Group--Hummer, Pontiac, Isuzu, Suzuki 1996 - 1996
BlueWater Expanding Enterprises, Inc. 1994 - 1996
Lee Cadillac 1995 - 1995
Thomas Dodge and Subaru 1993 - 1994
NY Newsday 1991 - 1992
Skills
Notary Public, Purchasing, Real Estate Investment, Public Speaking, Forecasting, Advertising Sales, Hiring, Selling, Customer Satisfaction, Sales Management, Inventory Management, Budgeting, Negotiation, Consultative Selling, Contract Negotiations, Customer Retention, Real Estate, Team Building, Profit, Customer Service, Retail, New Business Development, Promotions, Cold Calling, Customer Relations, Strategic Planning, Investments, Asset Protection, Political Consulting, Reviewing Contracts, Sales
Education
St Joseph's College 2009 — 2012
Master's Degree, MS in Management
St. Joseph's College; Brooklyn/Patchogue N.Y. 2009 — 2012
Master of Business Administration (M.B.A.), Executive MGT
SUNY Stony Brook
"BA", Anthropology
Aldrick Charles Jr's David Lerner Associates Experience April 2003 - January 2004
Job Corporate Actions Specialist at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan March 2009 - Present
JPMorgan Chase September 2007 - November 2012
Bear Stearns March 2007 - July 2010
U.S. Clearing/ADP Clearing & Outsourcing Services, Inc March 2006 - March 2007
ADP January 2004 - March 2006
David Lerner Associates April 2003 - January 2004
Morgan Stanley Dean Witter November 2000 - March 2003
Skills
Bloomberg, Fixed Income, Corporate Actions, Securities, Middle Office, DTC, Mutual Funds, Bonds, Prime Brokerage, Global Custody, Hedge Funds, Banking
Education
American InterContinental University 2003 — 2005
Bachelors, Business Administration
American InterContinental University 2002 — 2005
Master of Business Administration, Accounting/Finance
J.P. Morgan March 2009 - Present
JPMorgan Chase September 2007 - November 2012
Bear Stearns March 2007 - July 2010
U.S. Clearing/ADP Clearing & Outsourcing Services, Inc March 2006 - March 2007
ADP January 2004 - March 2006
David Lerner Associates April 2003 - January 2004
Morgan Stanley Dean Witter November 2000 - March 2003
Skills
Bloomberg, Fixed Income, Corporate Actions, Securities, Middle Office, DTC, Mutual Funds, Bonds, Prime Brokerage, Global Custody, Hedge Funds, Banking
Education
American InterContinental University 2003 — 2005
Bachelors, Business Administration
American InterContinental University 2002 — 2005
Master of Business Administration, Accounting/Finance
Paul Hauser's David Lerner Associates Experience 2015 - 2015
Job David Lerner Associates
Industry Financial Services
Experience
David Lerner Associates 2015 - 2015
Braman Motor Cars May 2012 - June 2013
Teleperformance October 2011 - March 2012
Convergys January 2011 - August 2011
Cogent Communications May 2000 - May 2001
Westcon 1996 - 2000
Shearson Lehman Brothers 1988 - 1991
Skills
Windows, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, English, PowerPoint, Outlook, Strategic Planning, Research, Windows 7, Cloud Computing, Management, Software Documentation, Sales, Account Management
Education
State University of New York College at Oswego 1982 — 1984
Bachelor of Arts (B.A.), Political Science and Government, 2.85
CompTek 2007 — 2007
Cisco Certified Network Administrator, Network and System Administration/Administrator, A
PC Professor 2010 — 2010
CompTIA A+ Certified IT Technician, Computer Installation and Repair Technology/Technician, A
David Lerner Associates 2015 - 2015
Braman Motor Cars May 2012 - June 2013
Teleperformance October 2011 - March 2012
Convergys January 2011 - August 2011
Cogent Communications May 2000 - May 2001
Westcon 1996 - 2000
Shearson Lehman Brothers 1988 - 1991
Skills
Windows, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, English, PowerPoint, Outlook, Strategic Planning, Research, Windows 7, Cloud Computing, Management, Software Documentation, Sales, Account Management
Education
State University of New York College at Oswego 1982 — 1984
Bachelor of Arts (B.A.), Political Science and Government, 2.85
CompTek 2007 — 2007
Cisco Certified Network Administrator, Network and System Administration/Administrator, A
PC Professor 2010 — 2010
CompTIA A+ Certified IT Technician, Computer Installation and Repair Technology/Technician, A
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union