David Lerner Associates, inc.
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
David Lerner Associates, inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at David Lerner Associates, inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
David Lerner Associates, inc. Salaries. You can even request information on how much does David Lerner Associates, inc. pay if you want to. Learn about salaries, pros and cons of working for David Lerner Associates, inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
186 David Lerner Associates, inc. employees in database. Find out everything there's to know about David Lerner Associates, inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
David Lerner Associates, inc. Employees
Employee
Years
Job
Industry
Christian J Townsend, SME Christian J Townsend, SME's David Lerner Associates, inc. Experience February 2008 - February 2009
Job AML Compliance Manager
Industry Financial Services
Experience
WU Digital October 2014 - Present
JPMorgan Chase September 2013 - September 2014
JPMorgan Chase & Co. December 2012 - September 2013
Northeast Securities August 2011 - December 2012
Northeast Securities August 2009 - August 2011
David Lerner Associates, inc. February 2008 - February 2009
Skills
AML, Securities, Fixed Income, Banking, Anti Money Laundering, KYC, Operational Risk, Equities, FINRA, Financial Risk, Bonds, Investments, Investigation, Settlement, Back Office, Writing, Mutual Funds, Investment Banking, Private Banking, CIP, Data Analysis, Transactional Analysis, Cross-border..., Series 7, Typologies, Series 99, Subject Matter Experts, trade based money..., Dodd-Frank, Financial Services, Management, Risk Management
Education
St. John's University 2001 — 2006
Bachelor of Science, Finance
WU Digital October 2014 - Present
JPMorgan Chase September 2013 - September 2014
JPMorgan Chase & Co. December 2012 - September 2013
Northeast Securities August 2011 - December 2012
Northeast Securities August 2009 - August 2011
David Lerner Associates, inc. February 2008 - February 2009
Skills
AML, Securities, Fixed Income, Banking, Anti Money Laundering, KYC, Operational Risk, Equities, FINRA, Financial Risk, Bonds, Investments, Investigation, Settlement, Back Office, Writing, Mutual Funds, Investment Banking, Private Banking, CIP, Data Analysis, Transactional Analysis, Cross-border..., Series 7, Typologies, Series 99, Subject Matter Experts, trade based money..., Dodd-Frank, Financial Services, Management, Risk Management
Education
St. John's University 2001 — 2006
Bachelor of Science, Finance
Baktash Hashimi Baktash Hashimi's David Lerner Associates, inc. Experience July 2003 - April 2004
Job Sales Consultant
Industry Computer Software
Experience
ADT September 2013 - Present
Concur Technologies November 2011 - November 2013
Paychex July 2005 - October 2011
Ricoh Business Solutions May 2004 - June 2005
David Lerner Associates, inc. July 2003 - April 2004
Vector Marketing February 2001 - February 2002
Vector Marketing June 1998 - January 2001
Skills
Salesforce.com, ACT, Microsoft Office, New Business Development, Sales, Recruiting, Selling, Training, Sales Operations, Account Management, Advertising, Sales Management, Forecasting, Marketing, Negotiation, Cold Calling, Management, Marketing Strategy, Sales Process
Education
State University of New York at New Paltz 1997 — 2001
Bachelors of Science, Business Marketing
ADT September 2013 - Present
Concur Technologies November 2011 - November 2013
Paychex July 2005 - October 2011
Ricoh Business Solutions May 2004 - June 2005
David Lerner Associates, inc. July 2003 - April 2004
Vector Marketing February 2001 - February 2002
Vector Marketing June 1998 - January 2001
Skills
Salesforce.com, ACT, Microsoft Office, New Business Development, Sales, Recruiting, Selling, Training, Sales Operations, Account Management, Advertising, Sales Management, Forecasting, Marketing, Negotiation, Cold Calling, Management, Marketing Strategy, Sales Process
Education
State University of New York at New Paltz 1997 — 2001
Bachelors of Science, Business Marketing
Elizabeth Mallalieu's David Lerner Associates, inc. Experience June 2011 - August 2011
Job Content Intern at Foursquare
Industry Internet
Experience
Foursquare May 2015 - Present
Pulse Radio Pty Ltd June 2013 - October 2014
David Lerner Associates, Inc. June 2011 - August 2011
G. H. Bass & Co. June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Social Media, Marketing, Public Relations, Event Planning, Editorial, Content Writing, Microsoft Word, Microsoft Excel, Outlook, Visio, Facebook, Twitter, Foursquare, Pinterest, SAS, Stata, Mac, Windows
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Université Paris Sorbonne - Paris IV 2011 — 2012
Cours de Civilisation Française de la Sorbonne
Hauppauge High School 2005 — 2009
Foursquare May 2015 - Present
Pulse Radio Pty Ltd June 2013 - October 2014
David Lerner Associates, Inc. June 2011 - August 2011
G. H. Bass & Co. June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Social Media, Marketing, Public Relations, Event Planning, Editorial, Content Writing, Microsoft Word, Microsoft Excel, Outlook, Visio, Facebook, Twitter, Foursquare, Pinterest, SAS, Stata, Mac, Windows
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Université Paris Sorbonne - Paris IV 2011 — 2012
Cours de Civilisation Française de la Sorbonne
Hauppauge High School 2005 — 2009
Mitchell Hall, PMP Mitchell Hall, PMP's David Lerner Associates, inc. Experience March 2003 - September 2004
Job Software Development Manager at Clever Devices
Industry Computer Software
Experience
Clever Devices July 2015 - Present
Clever Devices October 2014 - July 2015
Microsoft September 2004 - October 2014
David Lerner Associates, inc. March 2003 - September 2004
VHDA 1996 - 2002
Metro Information Services September 1991 - August 1997
NCR- Applied Digital Data Systems September 1986 - August 1991
Skills
Microsoft SQL Server, C#, Program Management, Requirements Gathering, Cloud Computing, Project Management, Managing Associates, Web Services, Database Administration, .NET, Software Project..., SDLC, Software Engineering, Team Leadership, VB.NET, Web Applications, Software Development, Visual Studio, Scrum, Enterprise Architecture, Agile Project Management, Distributed Systems, Enterprise Software, Agile Methodologies, SharePoint, SaaS, Product Management
Education
Polytechnic University 1986 — 1990
Master of Science, Computer Science
Hofstra University 1986 — 1990
Bachelor of Science, Computer Science
Clever Devices July 2015 - Present
Clever Devices October 2014 - July 2015
Microsoft September 2004 - October 2014
David Lerner Associates, inc. March 2003 - September 2004
VHDA 1996 - 2002
Metro Information Services September 1991 - August 1997
NCR- Applied Digital Data Systems September 1986 - August 1991
Skills
Microsoft SQL Server, C#, Program Management, Requirements Gathering, Cloud Computing, Project Management, Managing Associates, Web Services, Database Administration, .NET, Software Project..., SDLC, Software Engineering, Team Leadership, VB.NET, Web Applications, Software Development, Visual Studio, Scrum, Enterprise Architecture, Agile Project Management, Distributed Systems, Enterprise Software, Agile Methodologies, SharePoint, SaaS, Product Management
Education
Polytechnic University 1986 — 1990
Master of Science, Computer Science
Hofstra University 1986 — 1990
Bachelor of Science, Computer Science
Michael Coco Michael Coco's David Lerner Associates, inc. Experience November 2010 - Present
Job Financial Professional at David Lerner Associates
Industry Financial Services
Experience
David Lerner Associates, inc. November 2010 - Present
Coco Training and Consulting Inc. May 2008 - November 2010
Aversano's Restaurant September 2003 - August 2008
Skills
PowerPoint, Outlook, Salesforce.com, Excel, Word, Investments, Investment Strategies, Investment Management, Account Management, Business Development, Customer Service, Event Planning, Financial Analysis, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Sales, Sales Management, Social Media, Team Building, Training, Social Media Marketing
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science (B.S.), Marketing
University of Richmond 2009 — 2009
David Lerner Associates, inc. November 2010 - Present
Coco Training and Consulting Inc. May 2008 - November 2010
Aversano's Restaurant September 2003 - August 2008
Skills
PowerPoint, Outlook, Salesforce.com, Excel, Word, Investments, Investment Strategies, Investment Management, Account Management, Business Development, Customer Service, Event Planning, Financial Analysis, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Sales, Sales Management, Social Media, Team Building, Training, Social Media Marketing
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science (B.S.), Marketing
University of Richmond 2009 — 2009
Courtney Umhafer Courtney Umhafer's David Lerner Associates, inc. Experience October 2008 - Present
Job New Business Coordinator
Industry Financial Services
Experience
David Lerner Associates, inc. October 2008 - Present
Courtney Umhafer Photography July 2008 - Present
Mary Kay Inc. July 2011 - January 2014
Skills
Portrait Photography, Photography, Digital Photography, Photojournalism, Commercial Photography, Portraits, Lightroom, Headshots, Fine Art Photography, Studio Lighting, Travel Photography, Makeup Artistry, High-end Retouching, Photoshop, Adobe Creative Suite, Image Editing, InDesign, Mac, Facebook, Social Media, Microsoft Excel, OS X, Microsoft Word, PowerPoint, Customer Service
Education
Hallmark Institute of Photography 2007 — 2008
Certificate of Completion, Photography
Marist College 2003 — 2007
Bachelor of Arts (B.A.), Communications
David Lerner Associates, inc. October 2008 - Present
Courtney Umhafer Photography July 2008 - Present
Mary Kay Inc. July 2011 - January 2014
Skills
Portrait Photography, Photography, Digital Photography, Photojournalism, Commercial Photography, Portraits, Lightroom, Headshots, Fine Art Photography, Studio Lighting, Travel Photography, Makeup Artistry, High-end Retouching, Photoshop, Adobe Creative Suite, Image Editing, InDesign, Mac, Facebook, Social Media, Microsoft Excel, OS X, Microsoft Word, PowerPoint, Customer Service
Education
Hallmark Institute of Photography 2007 — 2008
Certificate of Completion, Photography
Marist College 2003 — 2007
Bachelor of Arts (B.A.), Communications
Rebecca Beckett's David Lerner Associates, inc. Experience October 2007 - August 2012
Job Executive VP/Partner
Industry Financial Services
Experience
Wealth Management of the Treasure Coast August 2012 - Present
David Lerner Associates, Inc. October 2007 - August 2012
The Keyes Company May 2002 - March 2007
Skills
Investments, Risk Management, Insurance, Business Development, Real Estate, Asset Management, Due Diligence, Portfolio Management, Business Strategy, Strategic Planning, Financial Services, Wealth Management, Securities, Financial Analysis, Finance, Mutual Funds, Financial Modeling, Strategic Financial..., Equities, Series 7, Series 63, Valuation, Retirement Planning, 401k
Education
St. Mary's College of Maryland 1992 — 1995
Bachelor of Science (B.S.), Economics
Ocean County College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), History
Wealth Management of the Treasure Coast August 2012 - Present
David Lerner Associates, Inc. October 2007 - August 2012
The Keyes Company May 2002 - March 2007
Skills
Investments, Risk Management, Insurance, Business Development, Real Estate, Asset Management, Due Diligence, Portfolio Management, Business Strategy, Strategic Planning, Financial Services, Wealth Management, Securities, Financial Analysis, Finance, Mutual Funds, Financial Modeling, Strategic Financial..., Equities, Series 7, Series 63, Valuation, Retirement Planning, 401k
Education
St. Mary's College of Maryland 1992 — 1995
Bachelor of Science (B.S.), Economics
Ocean County College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), History
Doug Albert's David Lerner Associates, inc. Experience September 1992 - September 2005
Job Investment counselor
Industry Financial Services
Experience
Newbridge Securities Senior VP of InvestmentsGreat Eastern SecuritiesSeptember 2005 - March 2007
David Lerner Associates, Inc. September 1992 - September 2005
Self Employed June 1987 - September 1992
Ehrlich Bober & Company May 1981 - June 1987
Skills
Wealth Management, Series 7, Series 63, Alternative Investments, Retirement Planning, Mutual Funds, Fixed Income, Equities, Investments, Securities, Capital Markets, Bonds
Education
Columbia University in the City of New York 1979 — 1981
Master's degree, Finance, General
Amherst College 1974 — 1978
Bachelor's degree, Economics
Newbridge Securities Senior VP of InvestmentsGreat Eastern SecuritiesSeptember 2005 - March 2007
David Lerner Associates, Inc. September 1992 - September 2005
Self Employed June 1987 - September 1992
Ehrlich Bober & Company May 1981 - June 1987
Skills
Wealth Management, Series 7, Series 63, Alternative Investments, Retirement Planning, Mutual Funds, Fixed Income, Equities, Investments, Securities, Capital Markets, Bonds
Education
Columbia University in the City of New York 1979 — 1981
Master's degree, Finance, General
Amherst College 1974 — 1978
Bachelor's degree, Economics
Richard Borgner Richard Borgner's David Lerner Associates, inc. Experience 1983 - 1987
Job Chief Operating Officer at Worden Capital Management, LLC
Industry Financial Services
Experience
Worden Capital Management April 2013 - Present
RB Compliance Associates, Inc March 2013 - Present
EKN Financial Services, Inc. July 2008 - October 2012
Aegis Capital June 2005 - July 2008
Yankee Financial Services, Inc. August 2002 - June 2005
Mantis Securities, Inc. July 2000 - August 2002
David Lerner Associates, Inc. 1983 - 1987
Skills
Securities, Series 7, Equities, Fixed Income, Series 24, Series 63, Mutual Funds, Broker-Dealer, General Securities..., AML, Suitability, Series 65, KYC, CRD, FINRA
Education
Buffalo State College 1972 — 1974
BS, Industrial Arts Education
Ohio University 1970 — 1972
Industrial Arts
Worden Capital Management April 2013 - Present
RB Compliance Associates, Inc March 2013 - Present
EKN Financial Services, Inc. July 2008 - October 2012
Aegis Capital June 2005 - July 2008
Yankee Financial Services, Inc. August 2002 - June 2005
Mantis Securities, Inc. July 2000 - August 2002
David Lerner Associates, Inc. 1983 - 1987
Skills
Securities, Series 7, Equities, Fixed Income, Series 24, Series 63, Mutual Funds, Broker-Dealer, General Securities..., AML, Suitability, Series 65, KYC, CRD, FINRA
Education
Buffalo State College 1972 — 1974
BS, Industrial Arts Education
Ohio University 1970 — 1972
Industrial Arts
Kevin Gerry Kevin Gerry's David Lerner Associates, inc. Experience January 2000 - July 2001
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2006 - Present
TD Ameritrade July 2001 - December 2006
David Lerner Associates, Inc. January 2000 - July 2001
Skills
Finance, Investments, Risk Management, Financial Analysis, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint
Education
La Salle University 1991 — 1995
Bachelor's degree, Finance
Ward Melville High School 1989 — 1991
Wells Fargo Advisors, LLC December 2006 - Present
TD Ameritrade July 2001 - December 2006
David Lerner Associates, Inc. January 2000 - July 2001
Skills
Finance, Investments, Risk Management, Financial Analysis, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint
Education
La Salle University 1991 — 1995
Bachelor's degree, Finance
Ward Melville High School 1989 — 1991
John Zimnik, CFP®, ChFC®, CLU®'s David Lerner Associates, inc. Experience January 1996 - July 1997
Job Vice PresidentFinancial Consultant at Charles Schwab & Company
Industry Investment Management
Experience
TD Ameritrade July 2013 - March 2015
Zimnik Planning Services July 2012 - June 2013
Hope Medical Clinic, LLC April 2009 - June 2012
Ameriprise Financial Services, Inc. November 2007 - March 2009
American Express March 2002 - October 2007
American Express January 2001 - February 2002
American Express January 2000 - January 2001
American Express September 1997 - December 1999
David Lerner Associates, Inc. January 1996 - July 1997
Education
Florida State University 1975 — 1981
BS, Government, Finance
TD Ameritrade July 2013 - March 2015
Zimnik Planning Services July 2012 - June 2013
Hope Medical Clinic, LLC April 2009 - June 2012
Ameriprise Financial Services, Inc. November 2007 - March 2009
American Express March 2002 - October 2007
American Express January 2001 - February 2002
American Express January 2000 - January 2001
American Express September 1997 - December 1999
David Lerner Associates, Inc. January 1996 - July 1997
Education
Florida State University 1975 — 1981
BS, Government, Finance
Daniel Toca Daniel Toca's David Lerner Associates, inc. Experience January 2013 - August 2013
Job Senior Compliance Officer at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Goldman Sachs June 2014 - July 2015
J.P. Morgan August 2013 - June 2014
David Lerner Associates, Inc. January 2013 - August 2013
FINRA January 2012 - May 2012
Hofstra Law Securities Arbitration Clinic August 2011 - May 2012
Anthony LoPresti Esq. May 2010 - September 2011
Merrill Lynch August 2008 - August 2009
Merrill Lynch 2007 - August 2008
Skills
Securities Regulation, Securities, Legal Writing, Legal Research, Westlaw, Corporate Law, FINRA, Due Diligence, Dodd-Frank, Series 7, Litigation, Civil Litigation, Commercial Litigation, Securities Litigation, Lexis, Corporate Governance, Courts, Series 24, Series 4, AML, Insider Trading, Market Manipulation, Section 5, Penny Stocks, SAR, SEC
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
J.P. Morgan July 2015 - Present
Goldman Sachs June 2014 - July 2015
J.P. Morgan August 2013 - June 2014
David Lerner Associates, Inc. January 2013 - August 2013
FINRA January 2012 - May 2012
Hofstra Law Securities Arbitration Clinic August 2011 - May 2012
Anthony LoPresti Esq. May 2010 - September 2011
Merrill Lynch August 2008 - August 2009
Merrill Lynch 2007 - August 2008
Skills
Securities Regulation, Securities, Legal Writing, Legal Research, Westlaw, Corporate Law, FINRA, Due Diligence, Dodd-Frank, Series 7, Litigation, Civil Litigation, Commercial Litigation, Securities Litigation, Lexis, Corporate Governance, Courts, Series 24, Series 4, AML, Insider Trading, Market Manipulation, Section 5, Penny Stocks, SAR, SEC
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
Jessica Lynn Button Jessica Lynn Button's David Lerner Associates, inc. Experience November 2012 - June 2013
Job Graphic Designer
Industry Graphic Design
Experience
G.E.A.R. Inc. June 2013 - Present
David Lerner Associates, Inc. November 2012 - June 2013
Continental Accessory Corp March 2009 - May 2011
Skills
Graphic Design, Product Design, Packaging, Web Design, Video Editing, Motion Graphics, Graphics, Advertising, Posters, Facebook, Layout, Banners, Brochures, Flyers, Online Marketing, Art, Social Media Marketing, Social Media
Education
Pratt Institute 2004 — 2008
Bachelor of Fine Arts (BFA), Animation, Interactive Technology, Video Graphics and Special Effects
G.E.A.R. Inc. June 2013 - Present
David Lerner Associates, Inc. November 2012 - June 2013
Continental Accessory Corp March 2009 - May 2011
Skills
Graphic Design, Product Design, Packaging, Web Design, Video Editing, Motion Graphics, Graphics, Advertising, Posters, Facebook, Layout, Banners, Brochures, Flyers, Online Marketing, Art, Social Media Marketing, Social Media
Education
Pratt Institute 2004 — 2008
Bachelor of Fine Arts (BFA), Animation, Interactive Technology, Video Graphics and Special Effects
Seth Berkowitz Seth Berkowitz's David Lerner Associates, inc. Experience September 2003 - November 2004
Job VP Financial Consultant at SANTANDER INVESTMENT SERVICES
Industry Banking
Experience
SANTANDER INVESTMENT SERVICES June 2015 - Present
Merrill Edge October 2014 - June 2015
Santander Bank, N.A. February 2013 - February 2014
Citi September 2011 - February 2013
HSBC Securities USA, Inc. January 2010 - September 2011
Chase Investment Services December 2005 - January 2010
Morgan Stanley - Individual Investor Group November 2004 - December 2005
David Lerner Associates, inc. September 2003 - November 2004
Hofstra University - Computer Center January 2000 - September 2003
Education
Hofstra University 1998 — 2002
Bachelor of Science, Business Computer Information Systems
SANTANDER INVESTMENT SERVICES June 2015 - Present
Merrill Edge October 2014 - June 2015
Santander Bank, N.A. February 2013 - February 2014
Citi September 2011 - February 2013
HSBC Securities USA, Inc. January 2010 - September 2011
Chase Investment Services December 2005 - January 2010
Morgan Stanley - Individual Investor Group November 2004 - December 2005
David Lerner Associates, inc. September 2003 - November 2004
Hofstra University - Computer Center January 2000 - September 2003
Education
Hofstra University 1998 — 2002
Bachelor of Science, Business Computer Information Systems
Ciro Longobardi Ciro Longobardi's David Lerner Associates, inc. Experience 2001 - 2008
Job Private Wealth Manager at C.L.A. Wealth Strategies, LLC
Industry Financial Services
Experience
C.L.A. Wealth Strategies, LLC 2011 - Present
CLA Wealth Strategies, LLC June 2007 - Present
Quinnipiac University 2007 - Present
Quinnipiac University Alumni 1971 - Present
Wallingford Elk's 2010 - 2014
David Lerner Associates, Inc. 2001 - 2008
John Hancock Financial Services 1991 - 2001
Skills
Retirement Planning, Investments, Finance, Estate Planning, Portfolio Management, Small Business, Securities, Business Planning, Wealth Management, Series 7, Fixed Annuities, Asset Allocation, Program Management, Mutual Funds, Life Insurance, Private Wealth Manager
Education
Quinnipiac University 1967 — 1971
BA, Mathematics Degree; Psychology; English
North Haven High 1964 — 1967
C.L.A. Wealth Strategies, LLC 2011 - Present
CLA Wealth Strategies, LLC June 2007 - Present
Quinnipiac University 2007 - Present
Quinnipiac University Alumni 1971 - Present
Wallingford Elk's 2010 - 2014
David Lerner Associates, Inc. 2001 - 2008
John Hancock Financial Services 1991 - 2001
Skills
Retirement Planning, Investments, Finance, Estate Planning, Portfolio Management, Small Business, Securities, Business Planning, Wealth Management, Series 7, Fixed Annuities, Asset Allocation, Program Management, Mutual Funds, Life Insurance, Private Wealth Manager
Education
Quinnipiac University 1967 — 1971
BA, Mathematics Degree; Psychology; English
North Haven High 1964 — 1967
Julie Milner Julie Milner's David Lerner Associates, inc. Experience November 2007 - July 2013
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
David Lerner Associates, Inc. November 2007 - July 2013
Skills
Mutual Funds, Series 63, Series 7, Investments, Securities, Retirement Planning, Equities, FINRA, Investment Advisory, Banking, Sales, Wealth Management, Portfolio Management, Finance, Uniform Combined State..., Asset Allocation, CRM
Education
Nassau Community College 2011 — 2013
Business Administration and Management, General
Morgan Stanley Wealth Management July 2013 - Present
David Lerner Associates, Inc. November 2007 - July 2013
Skills
Mutual Funds, Series 63, Series 7, Investments, Securities, Retirement Planning, Equities, FINRA, Investment Advisory, Banking, Sales, Wealth Management, Portfolio Management, Finance, Uniform Combined State..., Asset Allocation, CRM
Education
Nassau Community College 2011 — 2013
Business Administration and Management, General
Vincent Iannucci Jr. Vincent Iannucci Jr.'s David Lerner Associates, inc. Experience March 2002 - August 2011
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2011 - Present
David Lerner Associates, Inc. March 2002 - August 2011
Skills
Investments, Retirement Planning, Retirement, Tax-efficient strategies
Education
Manhattan College 1990 — 1992
Master of Business Administration (M.B.A.)
State University of New York at Albany 1984 — 1988
Bachelor of Arts (B.A.)
Harrison High School 1980 — 1984
Wells Fargo Advisors, LLC August 2011 - Present
David Lerner Associates, Inc. March 2002 - August 2011
Skills
Investments, Retirement Planning, Retirement, Tax-efficient strategies
Education
Manhattan College 1990 — 1992
Master of Business Administration (M.B.A.)
State University of New York at Albany 1984 — 1988
Bachelor of Arts (B.A.)
Harrison High School 1980 — 1984
Gabriel Lavigne Gabriel Lavigne's David Lerner Associates, inc. Experience September 2009 - September 2011
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services November 2013 - Present
Merrill Lynch September 2011 - November 2013
David Lerner Associates, Inc. September 2009 - September 2011
MetLife August 2008 - September 2009
Skills
Wealth Management, Investment Strategies, Estate Planning, Strategic Financial..., Retirement Planning, Financial Services, Investments, Treasury Management, Portfolio Management, Finance, Small Business, Retirement, Wealth, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
UBS Financial Services November 2013 - Present
Merrill Lynch September 2011 - November 2013
David Lerner Associates, Inc. September 2009 - September 2011
MetLife August 2008 - September 2009
Skills
Wealth Management, Investment Strategies, Estate Planning, Strategic Financial..., Retirement Planning, Financial Services, Investments, Treasury Management, Portfolio Management, Finance, Small Business, Retirement, Wealth, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Thomas C. Jachimczyk Thomas C. Jachimczyk's David Lerner Associates, inc. Experience November 2010 - Present
Job Investment Counselor at David Lerner Associates, inc.
Industry Financial Services
Experience
David Lerner Associates, inc. November 2010 - Present
Education
Sacred Heart University 1996 — 1998
BS, Philosophy
David Lerner Associates, inc. November 2010 - Present
Education
Sacred Heart University 1996 — 1998
BS, Philosophy
Gabe Frankel Gabe Frankel's David Lerner Associates, inc. Experience September 2014 - December 2014
Job Attended UMass Boston
Industry Investment Management
Experience
NRG Home Solar 2015 - Present
Oracle Private Jets November 2014 - Present
David Lerner Associates, Inc. September 2014 - December 2014
InterFACE Talent Network June 2014 - September 2014
Princeton Fitness & Wellness at Plainsboro March 2013 - July 2014
The Marketing Professionals, Inc January 2012 - May 2013
Hot 97 January 2013 - February 2013
Skills
Several years of...
Education
Middlesex Community College 2011 — 2012
Associate's degree, Communication and Media Studies
University of Massachusetts Boston 2010 — 2011
Business Administration and Management, General
NRG Home Solar 2015 - Present
Oracle Private Jets November 2014 - Present
David Lerner Associates, Inc. September 2014 - December 2014
InterFACE Talent Network June 2014 - September 2014
Princeton Fitness & Wellness at Plainsboro March 2013 - July 2014
The Marketing Professionals, Inc January 2012 - May 2013
Hot 97 January 2013 - February 2013
Skills
Several years of...
Education
Middlesex Community College 2011 — 2012
Associate's degree, Communication and Media Studies
University of Massachusetts Boston 2010 — 2011
Business Administration and Management, General
Jack Meere Jack Meere's David Lerner Associates, inc. Experience June 2005 - January 2009
Job Director, Business Development at Global Communications Company
Industry Hospital & Health Care
Experience
Global Communications Company March 2014 - Present
Global Communications Company April 2013 - Present
US Imaging Network December 2009 - April 2013
David Lerner Associates, Inc. June 2005 - January 2009
Skills
Managed Care, Provider Relations, Health Insurance, New Business Development, Healthcare Industry, Medicare, Healthcare, Network Development, Physician Relations, Medicaid, Healthcare Management, HMO, Insurance, Sales&Marketing, Credentialing, Healthcare Reimbursement, Utilization Management, Healthcare Consulting, HIPAA, Healthcare Information..., Medicare Part D, PPO, Salesforce.com, ICD-10, Financial Analysis, JCAHO, FIDA
Education
Quinnipiac University
Bachelor's Degree, Business Administration and Management, General
Global Communications Company March 2014 - Present
Global Communications Company April 2013 - Present
US Imaging Network December 2009 - April 2013
David Lerner Associates, Inc. June 2005 - January 2009
Skills
Managed Care, Provider Relations, Health Insurance, New Business Development, Healthcare Industry, Medicare, Healthcare, Network Development, Physician Relations, Medicaid, Healthcare Management, HMO, Insurance, Sales&Marketing, Credentialing, Healthcare Reimbursement, Utilization Management, Healthcare Consulting, HIPAA, Healthcare Information..., Medicare Part D, PPO, Salesforce.com, ICD-10, Financial Analysis, JCAHO, FIDA
Education
Quinnipiac University
Bachelor's Degree, Business Administration and Management, General
Alan Lowenfels Alan Lowenfels's David Lerner Associates, inc. Experience June 2002 - Present
Job
Industry Financial Services
Experience
David Lerner Associates, Inc. June 2002 - Present
Skills
Strategic Planning, Customer Service, Microsoft Office, Marketing Strategy, Negotiation, Public Speaking, Budgets, Social Media
Education
Cornell University 1965 — 1969
Bachelor of Business Administration (B.B.A.), Marketing
David Lerner Associates, Inc. June 2002 - Present
Skills
Strategic Planning, Customer Service, Microsoft Office, Marketing Strategy, Negotiation, Public Speaking, Budgets, Social Media
Education
Cornell University 1965 — 1969
Bachelor of Business Administration (B.B.A.), Marketing
Andrew A. Lane Andrew A. Lane's David Lerner Associates, inc. Experience October 2006 - November 2010
Job Divisional Vice President at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
David Lerner Associates, Inc. October 2006 - November 2010
MDeverywhere, Inc. October 2002 - June 2004
Credit Center, Inc. October 1996 - September 2002
Skills
Financial Planning..., Estate Planning..., Retirement Planning, Long-Term Care Planning, Life Insurance..., Investment Strategies, Asset Management..., Wealth Management...
Education
Colgate University
BA, Economics
Muhlenberg College
Business Law; Accounting
AXA Advisors April 2011 - Present
David Lerner Associates, Inc. October 2006 - November 2010
MDeverywhere, Inc. October 2002 - June 2004
Credit Center, Inc. October 1996 - September 2002
Skills
Financial Planning..., Estate Planning..., Retirement Planning, Long-Term Care Planning, Life Insurance..., Investment Strategies, Asset Management..., Wealth Management...
Education
Colgate University
BA, Economics
Muhlenberg College
Business Law; Accounting
Grant R. Raskin Grant R. Raskin's David Lerner Associates, inc. Experience September 2009 - August 2010
Job Founding Partner at MGR Financial Management / LPL Financial
Industry Financial Services
Experience
MGR Financial Management / LPL Financial April 2013 - Present
Merrill Lynch Wealth Management August 2010 - April 2013
David Lerner Associates, Inc. September 2009 - August 2010
US Mortgage Group January 2004 - September 2009
Skills
Series 7, Retirement Planning, Investments, IRAs, Credit, Series 63, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Finance, Investment Strategies, Asset Management, Series 65, Financial Services, Estate Planning, Insurance, Management, Strategic Financial..., Securities, Financial Planners, Investment Advisory, Retirement, Loans, Asset Allocation, 401k, Life Insurance, Equities, Fixed Annuities, Alternative Investments, Pensions, Wealth Accumulation, Disability Insurance, Mortgage Lending
Education
Art Institute of Philadelphia 2002 — 2004
Marketing, Fashion Marketing
MGR Financial Management / LPL Financial April 2013 - Present
Merrill Lynch Wealth Management August 2010 - April 2013
David Lerner Associates, Inc. September 2009 - August 2010
US Mortgage Group January 2004 - September 2009
Skills
Series 7, Retirement Planning, Investments, IRAs, Credit, Series 63, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Finance, Investment Strategies, Asset Management, Series 65, Financial Services, Estate Planning, Insurance, Management, Strategic Financial..., Securities, Financial Planners, Investment Advisory, Retirement, Loans, Asset Allocation, 401k, Life Insurance, Equities, Fixed Annuities, Alternative Investments, Pensions, Wealth Accumulation, Disability Insurance, Mortgage Lending
Education
Art Institute of Philadelphia 2002 — 2004
Marketing, Fashion Marketing
Salvatore Cappellino Salvatore Cappellino's David Lerner Associates, inc. Experience January 2012 - Present
Job Graphic Designer at David Lerner Associates, Inc.
Industry Graphic Design
Experience
David Lerner Associates, Inc. January 2012 - Present
Skills
Logo Design, Graphic Design, Graphics, Posters, Corporate Identity, Brochures, Invitations, Book Design, Flyers, Stationery, Vector Illustration, Illustrator, Art Direction, Web Design, Social Media, Photoshop, Creative Direction, Customer Service, Public Speaking, Typography, Social Media Marketing
Education
State University of New York at New Paltz
Bachelor's degree, Visual Arts
David Lerner Associates, Inc. January 2012 - Present
Skills
Logo Design, Graphic Design, Graphics, Posters, Corporate Identity, Brochures, Invitations, Book Design, Flyers, Stationery, Vector Illustration, Illustrator, Art Direction, Web Design, Social Media, Photoshop, Creative Direction, Customer Service, Public Speaking, Typography, Social Media Marketing
Education
State University of New York at New Paltz
Bachelor's degree, Visual Arts
Frank Lecardo's David Lerner Associates, inc. Experience October 2003 - December 2003
Job Financial Services Professional, Licensed Captain and Training Expert
Industry Financial Services
Experience
Private Wealth Management Firm March 2012 - Present
Self Employed April 2010 - Present
Mullaney Management & Trust June 2009 - November 2009
Private Wealth Management Firm June 2005 - March 2009
MetLife April 2004 - April 2005
David Lerner Associates, inc. October 2003 - December 2003
People's United Bank January 2000 - September 2003
Skills
Training, Customer Service, Financial Services, Yacht Charters, Management, Charter, Account Reconciliation, Customer Relations, Data Integration, Compliance, Project Management, Accounting, Team Building, Sales, Boating, Navigation, Yachting, Seamanship, Program Management, Maritime, Yachts, Captain, Junxure, Advisor Vault, Docupace, Schwab Performance..., PortfolioServices, Salesforce.com..., Salesforce.com, iOS, Microsoft Office, Finance, Instructor-led Training
Education
Sacred Heart University 1997 — 2003
B. S., Finance
Private Wealth Management Firm March 2012 - Present
Self Employed April 2010 - Present
Mullaney Management & Trust June 2009 - November 2009
Private Wealth Management Firm June 2005 - March 2009
MetLife April 2004 - April 2005
David Lerner Associates, inc. October 2003 - December 2003
People's United Bank January 2000 - September 2003
Skills
Training, Customer Service, Financial Services, Yacht Charters, Management, Charter, Account Reconciliation, Customer Relations, Data Integration, Compliance, Project Management, Accounting, Team Building, Sales, Boating, Navigation, Yachting, Seamanship, Program Management, Maritime, Yachts, Captain, Junxure, Advisor Vault, Docupace, Schwab Performance..., PortfolioServices, Salesforce.com..., Salesforce.com, iOS, Microsoft Office, Finance, Instructor-led Training
Education
Sacred Heart University 1997 — 2003
B. S., Finance
Jeremy Adam Rudd Jeremy Adam Rudd's David Lerner Associates, inc. Experience February 2009 - July 2011
Job AVP Financial Solutions Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo Advisors, LLC February 2013 - May 2014
Merrill Lynch July 2011 - February 2013
David Lerner Associates, inc. February 2009 - July 2011
Benchmark Mortgage August 2005 - June 2007
Home123 2003 - 2005
Skills
Investments, Mortgage Lending, Loans, Investment Advisory, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Fixed Income, Securities, 401k, Asset Management, Insurance, Long-term Care, Financial Analysis, Life Insurance, Disability Insurance, Mutual Funds, Financial Advisory, Wealth, Bonds, ETFs, Alternative Investments, IRAs, College Savings Plans, Equities, Roth IRA, 401k Rollovers, Life, Stocks, Municipal Bonds
Education
Ramapo College of New Jersey
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo Advisors, LLC February 2013 - May 2014
Merrill Lynch July 2011 - February 2013
David Lerner Associates, inc. February 2009 - July 2011
Benchmark Mortgage August 2005 - June 2007
Home123 2003 - 2005
Skills
Investments, Mortgage Lending, Loans, Investment Advisory, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Fixed Income, Securities, 401k, Asset Management, Insurance, Long-term Care, Financial Analysis, Life Insurance, Disability Insurance, Mutual Funds, Financial Advisory, Wealth, Bonds, ETFs, Alternative Investments, IRAs, College Savings Plans, Equities, Roth IRA, 401k Rollovers, Life, Stocks, Municipal Bonds
Education
Ramapo College of New Jersey
Donald Bauman Donald Bauman's David Lerner Associates, inc. Experience June 2008 - July 2011
Job Account Executive
Industry Marketing and Advertising
Experience
ePath Learning November 2012 - August 2013
David Lerner Associates, Inc. June 2008 - July 2011
Velocity Commercial Capital August 2004 - August 2008
Skills
Needs Analysis, E-Learning, Blended Learning, SaaS, Captivate, Salesforce.com, Learning Management..., Account Management, Instructor-led Training, Instructional Design, Solution Selling, Integrated Marketing, Training, Learning Management, Organizational Learning
Education
Southern Connecticut State University 1998 — 2001
Bachelor's degree, Business/Managerial Economics
ePath Learning November 2012 - August 2013
David Lerner Associates, Inc. June 2008 - July 2011
Velocity Commercial Capital August 2004 - August 2008
Skills
Needs Analysis, E-Learning, Blended Learning, SaaS, Captivate, Salesforce.com, Learning Management..., Account Management, Instructor-led Training, Instructional Design, Solution Selling, Integrated Marketing, Training, Learning Management, Organizational Learning
Education
Southern Connecticut State University 1998 — 2001
Bachelor's degree, Business/Managerial Economics
Nick Mondelli Nick Mondelli's David Lerner Associates, inc. Experience December 2012 - September 2014
Job Financial Consultant World Financial Group
Industry Financial Services
Experience
World Financial Group (WFG) August 2014 - Present
David Lerner Associates, Inc. December 2012 - September 2014
Appreciation Events August 2010 - September 2012
Hertz Equipment Rental July 2006 - April 2010
Skills
Event Management, Social Media Marketing, Social Media, Marketing Communications, Advertising, Event Planning, Marketing Strategy, Marketing, Public Relations, Hospitality, Investments, Financial Services, Strategic Financial..., Series 7, Series 63, Life Insurance, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Social Networking, Leadership, Management, Human Resources, Team Building, Budgets, Negotiation, Team Leadership, Account Management, Time Management, Sales Operations, Sales, Business Development, Sales Presentations, Sales Management, Fundraising, New Business Development, Strategic Planning, Recruiting, B2B, Public Speaking, Customer Satisfaction, Contract Negotiation, Finance, Direct Marketing, Direct Sales, Training, Cold Calling
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
Bachelor of Arts (B.A.), Economics with a Concentration in Finance
Livingston High School 1992 — 1996
H.S. Diploma
World Financial Group (WFG) August 2014 - Present
David Lerner Associates, Inc. December 2012 - September 2014
Appreciation Events August 2010 - September 2012
Hertz Equipment Rental July 2006 - April 2010
Skills
Event Management, Social Media Marketing, Social Media, Marketing Communications, Advertising, Event Planning, Marketing Strategy, Marketing, Public Relations, Hospitality, Investments, Financial Services, Strategic Financial..., Series 7, Series 63, Life Insurance, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Social Networking, Leadership, Management, Human Resources, Team Building, Budgets, Negotiation, Team Leadership, Account Management, Time Management, Sales Operations, Sales, Business Development, Sales Presentations, Sales Management, Fundraising, New Business Development, Strategic Planning, Recruiting, B2B, Public Speaking, Customer Satisfaction, Contract Negotiation, Finance, Direct Marketing, Direct Sales, Training, Cold Calling
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
Bachelor of Arts (B.A.), Economics with a Concentration in Finance
Livingston High School 1992 — 1996
H.S. Diploma
Ernie Hodge Ernie Hodge's David Lerner Associates, inc. Experience July 2008 - November 2011
Job Financial Advisor
Industry Financial Services
Experience
Sorrento Pacific Financial, LLC August 2015 - Present
Santander Investments August 2013 - Present
Merrill Lynch November 2011 - Present
David Lerner Associates, inc. July 2008 - November 2011
Skills
Financial Planning, Analysis, Planning, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Finance, Insurance, Investment Advisory, Life Insurance, Mutual Funds, Portfolio Management, Securities, Strategic Financial..., Wealth Management
Education
DeVry University 1988 — 1991
BS, Computer Science
Sorrento Pacific Financial, LLC August 2015 - Present
Santander Investments August 2013 - Present
Merrill Lynch November 2011 - Present
David Lerner Associates, inc. July 2008 - November 2011
Skills
Financial Planning, Analysis, Planning, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Finance, Insurance, Investment Advisory, Life Insurance, Mutual Funds, Portfolio Management, Securities, Strategic Financial..., Wealth Management
Education
DeVry University 1988 — 1991
BS, Computer Science
Joseph Grugel Joseph Grugel's David Lerner Associates, inc. Experience March 2011 - November 2012
Job Registered Representative at AXA Advisors
Industry Restaurants
Experience
AXA Advisors August 2012 - Present
David Lerner Associates, inc. March 2011 - November 2012
Marichco Inc August 2009 - February 2011
Tillie's of Brooklyn February 1997 - September 2003
Dean Witter InterCapital May 1994 - January 1997
American Ballet Theatre September 1986 - August 1990
Skills
Series 7, Series 63, Retirement Planning, Strategic Financial..., Small Business, Life Insurance, Term Life Insurance, Variable Life, Variable Annuities, College Savings Plans, IRAs, 457 Plans, 403 b, 529 Plans, 401k, 401k Rollovers, Disability Insurance, Roth IRA, SEP IRA, Estate Planning, Executive Benefit..., Employee Benefits, Financial Services, Investments, Investment Advisory, Fixed Annuities, Retirement, Securities, Insurance, Management, Finance, Mutual Funds, Portfolio Management, Wealth Management, FINRA, Risk Management, Asset Management, Financial Advisory, Asset Allocation, Financial Analysis, Equities, Strategic Planning, Investment Strategies
Education
Baldwin Wallace University 1980 — 1985
BA, Speech, Communications and Theatre
AXA Advisors August 2012 - Present
David Lerner Associates, inc. March 2011 - November 2012
Marichco Inc August 2009 - February 2011
Tillie's of Brooklyn February 1997 - September 2003
Dean Witter InterCapital May 1994 - January 1997
American Ballet Theatre September 1986 - August 1990
Skills
Series 7, Series 63, Retirement Planning, Strategic Financial..., Small Business, Life Insurance, Term Life Insurance, Variable Life, Variable Annuities, College Savings Plans, IRAs, 457 Plans, 403 b, 529 Plans, 401k, 401k Rollovers, Disability Insurance, Roth IRA, SEP IRA, Estate Planning, Executive Benefit..., Employee Benefits, Financial Services, Investments, Investment Advisory, Fixed Annuities, Retirement, Securities, Insurance, Management, Finance, Mutual Funds, Portfolio Management, Wealth Management, FINRA, Risk Management, Asset Management, Financial Advisory, Asset Allocation, Financial Analysis, Equities, Strategic Planning, Investment Strategies
Education
Baldwin Wallace University 1980 — 1985
BA, Speech, Communications and Theatre
Chandler Riker's David Lerner Associates, inc. Experience March 2014 - January 2015
Job Sales Representative
Industry Textiles
Experience
Crown Uniform & Linen Service February 2015 - Present
David Lerner Associates, Inc. March 2014 - January 2015
Enterprise Car Sales June 1997 - February 2014
Skills
Customer Satisfaction, Sales Process, Profit, Account Management, Sales Management, Sales, Territory Management, Sales Operations, Direct Sales, New Business Development, Marketing, Customer Service, Outside Sales, Customer Retention, Sales Force Development, Sales Presentations, Salesforce.com, CRM, Forecasting, Inventory Management, Leadership, Recruiting, Selling, Team Building, Training, Negotiation, Vehicles, Retail
Education
Central Washington University 1992 — 1997
Bachelor of Arts, Philosophy
North Thurston High School 1990 — 1992
Waldport High School 1988 — 1990
Crown Uniform & Linen Service February 2015 - Present
David Lerner Associates, Inc. March 2014 - January 2015
Enterprise Car Sales June 1997 - February 2014
Skills
Customer Satisfaction, Sales Process, Profit, Account Management, Sales Management, Sales, Territory Management, Sales Operations, Direct Sales, New Business Development, Marketing, Customer Service, Outside Sales, Customer Retention, Sales Force Development, Sales Presentations, Salesforce.com, CRM, Forecasting, Inventory Management, Leadership, Recruiting, Selling, Team Building, Training, Negotiation, Vehicles, Retail
Education
Central Washington University 1992 — 1997
Bachelor of Arts, Philosophy
North Thurston High School 1990 — 1992
Waldport High School 1988 — 1990
Michael J Weinstein Michael J Weinstein's David Lerner Associates, inc. Experience April 2011 - December 2012
Job Vice President Private Client Advisor at J.P. Morgan Chase Bank, NA
Industry Investment Management
Experience
J.P. Morgan Chase Bank, NA February 2013 - Present
David Lerner Associates, inc. April 2011 - December 2012
SMA Distributors Inc November 1990 - April 2011
Interstate Cigar Co. (HBC Division), Westbury, NY September 1986 - November 1990
Blinn Wholesale Drug Co., Brooklyn, NY June 1983 - September 1986
SP Drug Company, Brooklyn, NY April 1982 - June 1983
LS Amster & Co (HBC Division) a division of Interstate Cigar Co., Westbury, NY May 1978 - April 1982
Education
Kingsborough Community College
J.P. Morgan Chase Bank, NA February 2013 - Present
David Lerner Associates, inc. April 2011 - December 2012
SMA Distributors Inc November 1990 - April 2011
Interstate Cigar Co. (HBC Division), Westbury, NY September 1986 - November 1990
Blinn Wholesale Drug Co., Brooklyn, NY June 1983 - September 1986
SP Drug Company, Brooklyn, NY April 1982 - June 1983
LS Amster & Co (HBC Division) a division of Interstate Cigar Co., Westbury, NY May 1978 - April 1982
Education
Kingsborough Community College
Jonathan Bowen Jonathan Bowen's David Lerner Associates, inc. Experience March 2009 - September 2009
Job Realtor Associate at REMAX Generations
Industry Real Estate
Experience
RE/MAX Generations October 2011 - Present
ERA Statewide Realty October 2009 - October 2011
David Lerner Associates, inc. March 2009 - September 2009
The Kislak Company, Inc. April 2008 - January 2009
Weicher Realtors October 2007 - April 2008
John C Conover Agency September 2006 - October 2007
Re/Max Champions September 2005 - September 2006
Cybergistics September 2004 - October 2005
Skills
Real Estate, Condos, Selling, Keys, Commercial Real Estate, REO, Foreclosures, Residential Homes, Referrals, Property, Negotiation, Short Sales, Sellers, Investment Properties, Sales, First Time Home Buyers, Real Estate Transactions
Education
Monmouth University 2002 — 2006
Bachelor's Degree, Marketing
Freehold Township High School 1998 — 2002
RE/MAX Generations October 2011 - Present
ERA Statewide Realty October 2009 - October 2011
David Lerner Associates, inc. March 2009 - September 2009
The Kislak Company, Inc. April 2008 - January 2009
Weicher Realtors October 2007 - April 2008
John C Conover Agency September 2006 - October 2007
Re/Max Champions September 2005 - September 2006
Cybergistics September 2004 - October 2005
Skills
Real Estate, Condos, Selling, Keys, Commercial Real Estate, REO, Foreclosures, Residential Homes, Referrals, Property, Negotiation, Short Sales, Sellers, Investment Properties, Sales, First Time Home Buyers, Real Estate Transactions
Education
Monmouth University 2002 — 2006
Bachelor's Degree, Marketing
Freehold Township High School 1998 — 2002
Derek Sindelman Derek Sindelman's David Lerner Associates, inc. Experience October 2008 - July 2009
Job Director of Sales at Urielpure
Industry Investment Management
Experience
Urielpure July 2010 - Present
David Lerner Associates, inc. October 2008 - July 2009
JPMorgan Chase September 2006 - July 2008
Ameriprise Financial Services, Inc. May 2003 - July 2006
Ameriprise 2003 - 2006
Skills
Investments, Equities, Fixed Income, Asset Managment, Strategic Financial..., Financial Analysis, Financial Modeling, Insurance, Risk Management, Asset Allocation, Retirement Planning, Budgets, Mutual Funds, Wealth Management, Microsoft Excel, Series 63, Estate Planning, Uniform Combined State..., Asset Management
Education
Colgate University 1999 — 2003
Molecular Biology / Economics
Urielpure July 2010 - Present
David Lerner Associates, inc. October 2008 - July 2009
JPMorgan Chase September 2006 - July 2008
Ameriprise Financial Services, Inc. May 2003 - July 2006
Ameriprise 2003 - 2006
Skills
Investments, Equities, Fixed Income, Asset Managment, Strategic Financial..., Financial Analysis, Financial Modeling, Insurance, Risk Management, Asset Allocation, Retirement Planning, Budgets, Mutual Funds, Wealth Management, Microsoft Excel, Series 63, Estate Planning, Uniform Combined State..., Asset Management
Education
Colgate University 1999 — 2003
Molecular Biology / Economics
Adam Lynn Adam Lynn's David Lerner Associates, inc. Experience September 2012 - January 2013
Job MBA in Finance Candidate | Equity Research Intern at Telsey Advisory Group
Industry Capital Markets
Experience
Telsey Advisory Group April 2015 - August 2015
Grayson and Associates, Inc. January 2013 - June 2014
David Lerner Associates, inc. September 2012 - January 2013
HTG Capital Partners, LLC February 2011 - July 2011
The Gelber Group (Previously Four Leaf Trading) April 2009 - August 2010
Breakwater Trading December 2006 - April 2009
Skills
Trading, Bonds, Proprietary Trading, Equities, Derivatives, Investments, Securities, Fixed Income, Financial Analysis, Finance, Series 7, Corporate Finance, Valuation, Electronic Trading, Capital Markets, Trading Systems, Interest Rate..., Technical Analysis, Modeling, Bloomberg Terminal, Interest Rates, Financial Modeling, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 3.71
University of Florida 2002 — 2006
BA, History
Telsey Advisory Group April 2015 - August 2015
Grayson and Associates, Inc. January 2013 - June 2014
David Lerner Associates, inc. September 2012 - January 2013
HTG Capital Partners, LLC February 2011 - July 2011
The Gelber Group (Previously Four Leaf Trading) April 2009 - August 2010
Breakwater Trading December 2006 - April 2009
Skills
Trading, Bonds, Proprietary Trading, Equities, Derivatives, Investments, Securities, Fixed Income, Financial Analysis, Finance, Series 7, Corporate Finance, Valuation, Electronic Trading, Capital Markets, Trading Systems, Interest Rate..., Technical Analysis, Modeling, Bloomberg Terminal, Interest Rates, Financial Modeling, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 3.71
University of Florida 2002 — 2006
BA, History
Carole Sbordone Carole Sbordone's David Lerner Associates, inc. Experience January 2011 - Present
Job Investment Counselor, David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, inc. January 2011 - Present
Weichert Realtors January 2007 - December 2011
IBM July 1976 - March 2005
IBM 1976 - 2005
Education
Pace University
David Lerner Associates, inc. January 2011 - Present
Weichert Realtors January 2007 - December 2011
IBM July 1976 - March 2005
IBM 1976 - 2005
Education
Pace University
Charles Castro Charles Castro's David Lerner Associates, inc. Experience June 2008 - Present
Job Investment Counselor David Lerner Associates, Inc.
Industry Investment Management
Experience
David Lerner Associates, inc. June 2008 - Present
Sprint February 2007 - June 2008
Business Communications Management March 2006 - February 2007
Sprint August 2003 - March 2006
InterCall November 2001 - August 2003
Net2000 September 2000 - October 2001
Teligent February 1999 - September 2000
Cendant March 1998 - February 1999
Reuben H. Donnelley October 1994 - March 1998
Cable & Wireless October 1992 - September 1994
Skills
Salesforce.com, New Business Development, Account Management, Strategic Partnerships, Direct Sales, Solution Selling, Investments, Sales Process, Selling, Channel, Cold Calling, Strategic Planning, Management, Strategy, Business Strategy, Alternative Investments, Business Planning, Sales, Enterprise Software, Marketing, Business Development, CRM, Relationship Management, Contract Negotiation, Sales Presentations, Series 7, B2B, Insurance, Mutual Funds, Sales Operations, Series 63, Portfolio Management, Strategic Financial..., Retirement Planning, Retirement, Financial Services, Securities, Asset Management, Financial Planning
Education
St. Thomas Aquinas College 1986 — 1990
BS, Marketing
Don Bosco Prep
David Lerner Associates, inc. June 2008 - Present
Sprint February 2007 - June 2008
Business Communications Management March 2006 - February 2007
Sprint August 2003 - March 2006
InterCall November 2001 - August 2003
Net2000 September 2000 - October 2001
Teligent February 1999 - September 2000
Cendant March 1998 - February 1999
Reuben H. Donnelley October 1994 - March 1998
Cable & Wireless October 1992 - September 1994
Skills
Salesforce.com, New Business Development, Account Management, Strategic Partnerships, Direct Sales, Solution Selling, Investments, Sales Process, Selling, Channel, Cold Calling, Strategic Planning, Management, Strategy, Business Strategy, Alternative Investments, Business Planning, Sales, Enterprise Software, Marketing, Business Development, CRM, Relationship Management, Contract Negotiation, Sales Presentations, Series 7, B2B, Insurance, Mutual Funds, Sales Operations, Series 63, Portfolio Management, Strategic Financial..., Retirement Planning, Retirement, Financial Services, Securities, Asset Management, Financial Planning
Education
St. Thomas Aquinas College 1986 — 1990
BS, Marketing
Don Bosco Prep
Andres Aristizabal Andres Aristizabal's David Lerner Associates, inc. Experience June 2003 - May 2004
Job Vice PresidentSenior Corporate Treasury Management
Industry Financial Services
Experience
BB&T April 2015 - Present
PNC January 2008 - April 2015
Wells Fargo June 2004 - November 2007
David Lerner Associates, Inc. June 2003 - May 2004
Continental Broker Dealer June 2002 - June 2003
Tono Creativo June 2000 - December 2001
British American Tobacco May 1995 - May 2000
Skills
Hyperion, Excel, PowerPoint, Word, Lotus Notes, Outlook, Spanish, Portuguese, English, Cash Management, Treasury Management, New Business Development, Managerial Finance, Sales Pipeline..., Coaching, Training & Development, Sales Support, Sales Management, Proposal Preparation, Small Business..., Financial Advisory, Budget Management, Commercial Banking, Credit, Treasury Services, Business Development, Budgets, Finance, Small Business Lending, Relationship Management, Retail Banking, Sales Operations, Hyperion Enterprise, Banking
Education
Universidad de Los Andes 1992 — 1995
Master of Business Administration (MBA), Finance, General
Pontificia Universidad Javeriana 1987 — 1992
Bachelor of Engineering (B.E.), Industrial Engineering
BB&T April 2015 - Present
PNC January 2008 - April 2015
Wells Fargo June 2004 - November 2007
David Lerner Associates, Inc. June 2003 - May 2004
Continental Broker Dealer June 2002 - June 2003
Tono Creativo June 2000 - December 2001
British American Tobacco May 1995 - May 2000
Skills
Hyperion, Excel, PowerPoint, Word, Lotus Notes, Outlook, Spanish, Portuguese, English, Cash Management, Treasury Management, New Business Development, Managerial Finance, Sales Pipeline..., Coaching, Training & Development, Sales Support, Sales Management, Proposal Preparation, Small Business..., Financial Advisory, Budget Management, Commercial Banking, Credit, Treasury Services, Business Development, Budgets, Finance, Small Business Lending, Relationship Management, Retail Banking, Sales Operations, Hyperion Enterprise, Banking
Education
Universidad de Los Andes 1992 — 1995
Master of Business Administration (MBA), Finance, General
Pontificia Universidad Javeriana 1987 — 1992
Bachelor of Engineering (B.E.), Industrial Engineering
Jackeline Coronado Jackeline Coronado's David Lerner Associates, inc. Experience June 2013 - August 2015
Job David Lerner Associates
Industry Financial Services
Experience
David Lerner Associates, Inc. June 2013 - August 2015
Bank of America July 2007 - May 2013
Skills
Management, Sales, Sales Management, Time Management, Customer Experience, Banking, Customer Retention, Customer Satisfaction, Customer Service, Finance, Leadership, Risk Management, Financial Analysis, Account Management, Marketing, Team Leadership, Investments, Cold Calling, Direct Sales, Portfolio Management
Education
Sacred Heart University 2012 — 2015
Bachelor of Science (BS), Marketing
Norwalk Community College 2008 — 2012
Associate's degree, Business administration
David Lerner Associates, Inc. June 2013 - August 2015
Bank of America July 2007 - May 2013
Skills
Management, Sales, Sales Management, Time Management, Customer Experience, Banking, Customer Retention, Customer Satisfaction, Customer Service, Finance, Leadership, Risk Management, Financial Analysis, Account Management, Marketing, Team Leadership, Investments, Cold Calling, Direct Sales, Portfolio Management
Education
Sacred Heart University 2012 — 2015
Bachelor of Science (BS), Marketing
Norwalk Community College 2008 — 2012
Associate's degree, Business administration
Nicholas A. Fusco Nicholas A. Fusco's David Lerner Associates, inc. Experience November 2014 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
David Lerner Associates, Inc. November 2014 - August 2015
U.S. Department of State January 2013 - May 2013
Tarbet & Lester, PLLC April 2011 - January 2012
Skills
Public Relations, Social Networking, Research, Program Management, Entrepreneurship, Outgoing, Risk Management, Strategic Planning, Social Media, Hard Worker, Time Management, PowerPoint, Microsoft Office, Customer Service, Fast Learner, Management, Event Planning, Public Speaking, Teamwork, Marketing Strategy, Sales, Life Insurance, Series 7, Series 63, Investment Strategies, New Market Growth, Asset Management, Market Analysis, Client Relations, Portfolio Management, Business Planning, Business Development, Valuation, Small Business...
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Major in Criminology (Pre-Law) & Minor in Business
St. Anthony's High School 2005 — 2009
High School Diploma, General Studies
David Lerner Associates, Inc. November 2014 - August 2015
U.S. Department of State January 2013 - May 2013
Tarbet & Lester, PLLC April 2011 - January 2012
Skills
Public Relations, Social Networking, Research, Program Management, Entrepreneurship, Outgoing, Risk Management, Strategic Planning, Social Media, Hard Worker, Time Management, PowerPoint, Microsoft Office, Customer Service, Fast Learner, Management, Event Planning, Public Speaking, Teamwork, Marketing Strategy, Sales, Life Insurance, Series 7, Series 63, Investment Strategies, New Market Growth, Asset Management, Market Analysis, Client Relations, Portfolio Management, Business Planning, Business Development, Valuation, Small Business...
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Major in Criminology (Pre-Law) & Minor in Business
St. Anthony's High School 2005 — 2009
High School Diploma, General Studies
Rob Rosato Rob Rosato's David Lerner Associates, inc. Experience December 2012 - September 2013
Job
Industry Capital Markets
Experience
TD May 2014 - Present
David Lerner Associates, Inc. December 2012 - September 2013
National Securities Corp January 2008 - August 2012
AXA Advisors March 2006 - April 2007
Skills
Investments, Securities, Equities, Series 7, Asset Management, Portfolio Management, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Investment Banking, Capital Markets, Corporate Finance, Valuation, Due Diligence, Customer Service, Negotiation, Risk Management, Investment Strategies, Wealth Management, Mutual Funds, Finance, Bonds, Trading, Asset Allocation, Fixed Income, Investment Advisory, Options, Financial Markets, Investment Management, Bloomberg, Financial Modeling, Series 63, Financial Services, Financial Advisory, Strategic Financial..., FINRA, Equity Trading, Retirement Planning
Education
Bergen Community College 2013 — 2014
Associate's degree, Business Administration and Management, General
Cliffside Park
TD May 2014 - Present
David Lerner Associates, Inc. December 2012 - September 2013
National Securities Corp January 2008 - August 2012
AXA Advisors March 2006 - April 2007
Skills
Investments, Securities, Equities, Series 7, Asset Management, Portfolio Management, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Investment Banking, Capital Markets, Corporate Finance, Valuation, Due Diligence, Customer Service, Negotiation, Risk Management, Investment Strategies, Wealth Management, Mutual Funds, Finance, Bonds, Trading, Asset Allocation, Fixed Income, Investment Advisory, Options, Financial Markets, Investment Management, Bloomberg, Financial Modeling, Series 63, Financial Services, Financial Advisory, Strategic Financial..., FINRA, Equity Trading, Retirement Planning
Education
Bergen Community College 2013 — 2014
Associate's degree, Business Administration and Management, General
Cliffside Park
John Molinelli John Molinelli's David Lerner Associates, inc. Experience September 2010 - August 2011
Job Wealth Advisor at Sheehy Associates
Industry Financial Services
Experience
Merrill Lynch August 2011 - April 2013
David Lerner Associates, inc. September 2010 - August 2011
Wells Fargo February 2009 - September 2010
Bristol-Myers Squibb June 2007 - September 2007
Merrill Lynch June 2004 - August 2004
Skills
Investments, Securities, Credit, Excel, Financial Reporting, Insurance, Finance, Portfolio Management, Strategic Financial..., Microsoft Excel, Corporate Finance
Education
The College of New Jersey 2004 — 2008
Bachelor of Science, Finance
College for Financial Planning
Certified Financial Planner (CFP®) Designation Program, Financial Planning, Insurance and Estate Planning, Investments
Merrill Lynch August 2011 - April 2013
David Lerner Associates, inc. September 2010 - August 2011
Wells Fargo February 2009 - September 2010
Bristol-Myers Squibb June 2007 - September 2007
Merrill Lynch June 2004 - August 2004
Skills
Investments, Securities, Credit, Excel, Financial Reporting, Insurance, Finance, Portfolio Management, Strategic Financial..., Microsoft Excel, Corporate Finance
Education
The College of New Jersey 2004 — 2008
Bachelor of Science, Finance
College for Financial Planning
Certified Financial Planner (CFP®) Designation Program, Financial Planning, Insurance and Estate Planning, Investments
H. Leo Diaz, CFP®, CRPS®, CRPC®, APMA, MBA H. Leo Diaz, CFP®, CRPS®, CRPC®, APMA, MBA's David Lerner Associates, inc. Experience March 1988 - January 1994
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2008 - Present
UBS Wealth Management January 1994 - February 2008
David Lerner Associates, Inc. March 1988 - January 1994
Warner-Lambert Company 1974 - 1988
Education
Columbia University in the City of New York 1970 — 1972
Master of Business Administration (MBA), Finance, General
College for Financial Planning
Master of Science (MS), Financial Planning and Services
IESE Business School - University of Navarra
PDD, Business Administration and Management, General
Saint Peter's College
Bachelor of Science (BS), Accounting
Ameriprise Financial Services, Inc. February 2008 - Present
UBS Wealth Management January 1994 - February 2008
David Lerner Associates, Inc. March 1988 - January 1994
Warner-Lambert Company 1974 - 1988
Education
Columbia University in the City of New York 1970 — 1972
Master of Business Administration (MBA), Finance, General
College for Financial Planning
Master of Science (MS), Financial Planning and Services
IESE Business School - University of Navarra
PDD, Business Administration and Management, General
Saint Peter's College
Bachelor of Science (BS), Accounting
Rebecca Beckett Rebecca Beckett's David Lerner Associates, inc. Experience August 2007 - August 2012
Job Executive VP/Partner at Wealth Management of the Treasure Coast
Industry Financial Services
Experience
Wealth Management of the Treasure Coast 2012 - Present
David Lerner Associates, inc. August 2007 - August 2012
The Keyes Company May 2002 - July 2007
Education
St. Mary's College of Maryland 1992 — 1995
Bachelor of Applied Science (BASc), Economics
Ocean County College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), General Studies
Wealth Management of the Treasure Coast 2012 - Present
David Lerner Associates, inc. August 2007 - August 2012
The Keyes Company May 2002 - July 2007
Education
St. Mary's College of Maryland 1992 — 1995
Bachelor of Applied Science (BASc), Economics
Ocean County College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), General Studies
Linda A. Ventura Linda A. Ventura's David Lerner Associates, inc. Experience October 2008 - September 2011
Job Vice President Branch Manager Cabot Lodge Securites
Industry Financial Services
Experience
Cabot Lodge Securities January 2012 - Present
Oppenheimer & Co. September 2011 - January 2012
David Lerner Associates, inc. October 2008 - September 2011
Nationwide Financial September 2003 - October 2008
Skills
Series 7, Retirement Planning, Series 63, Securities, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Fixed Annuities, Retirement, Financial Advisory, Series 24, Alternative Investments, Recruiting
Education
Adelphi University
Nassau Community College, Accounting
Cabot Lodge Securities January 2012 - Present
Oppenheimer & Co. September 2011 - January 2012
David Lerner Associates, inc. October 2008 - September 2011
Nationwide Financial September 2003 - October 2008
Skills
Series 7, Retirement Planning, Series 63, Securities, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Fixed Annuities, Retirement, Financial Advisory, Series 24, Alternative Investments, Recruiting
Education
Adelphi University
Nassau Community College, Accounting
Ira Wolk Ira Wolk's David Lerner Associates, inc. Experience September 2014 - May 2015
Job
Industry Food & Beverages
Experience
David Lerner Associates, Inc. September 2014 - May 2015
Business Informatics Center - The College for Court Reporting & Business April 2013 - June 2014
Siteastic Group April 2012 - April 2013
New York Islanders Hockey Club June 2012 - September 2012
Tipico USA January 2012 - April 2012
W & E Baum July 2006 - November 2011
Investment Collectibles 2 June 2006 - May 2010
Safian & Associates January 1990 - May 2005
Skills
ACT, MS Office Suite, Quickbooks, Excel, PowerPoint, Microsoft Excel, QuickBooks, Microsoft Office, Social Media Marketing, Trade Shows, Strategic Planning, Copywriting, Selling, Sales Operations, New Business Development, Management, Brand Development, SEO, Account Management, Sales, Customer Retention, Purchasing, Budgets, Event Planning, Marketing, Leadership, Business Development, Fundraising, Customer Service, Advertising, Team Building, Training, Cold Calling, Online Advertising, Lead Generation, Online Marketing, Social Networking, Salesforce.com, Small Business, CRM
Education
Hofstra University 1978 — 1982
BA, Psychology
Seaford High School
David Lerner Associates, Inc. September 2014 - May 2015
Business Informatics Center - The College for Court Reporting & Business April 2013 - June 2014
Siteastic Group April 2012 - April 2013
New York Islanders Hockey Club June 2012 - September 2012
Tipico USA January 2012 - April 2012
W & E Baum July 2006 - November 2011
Investment Collectibles 2 June 2006 - May 2010
Safian & Associates January 1990 - May 2005
Skills
ACT, MS Office Suite, Quickbooks, Excel, PowerPoint, Microsoft Excel, QuickBooks, Microsoft Office, Social Media Marketing, Trade Shows, Strategic Planning, Copywriting, Selling, Sales Operations, New Business Development, Management, Brand Development, SEO, Account Management, Sales, Customer Retention, Purchasing, Budgets, Event Planning, Marketing, Leadership, Business Development, Fundraising, Customer Service, Advertising, Team Building, Training, Cold Calling, Online Advertising, Lead Generation, Online Marketing, Social Networking, Salesforce.com, Small Business, CRM
Education
Hofstra University 1978 — 1982
BA, Psychology
Seaford High School
Christopher Ellett Christopher Ellett's David Lerner Associates, inc. Experience November 2005 - October 2006
Job Internal Wholesaler at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2007 - Present
Legg Mason October 2006 - March 2007
David Lerner Associates, inc. November 2005 - October 2006
Skills
Series 7, Mutual Funds, Series 63, Fixed Income, Equities, SMA, Retail, Investments, Separately Managed..., 529 Plans, Excel, PowerPoint, Word, Morningstar, Microsoft Excel
Education
Quinnipiac University - School of Business 2000 — 2004
BA, Major in Management, Minor in Marketing
Legg Mason April 2007 - Present
Legg Mason October 2006 - March 2007
David Lerner Associates, inc. November 2005 - October 2006
Skills
Series 7, Mutual Funds, Series 63, Fixed Income, Equities, SMA, Retail, Investments, Separately Managed..., 529 Plans, Excel, PowerPoint, Word, Morningstar, Microsoft Excel
Education
Quinnipiac University - School of Business 2000 — 2004
BA, Major in Management, Minor in Marketing
Christina Nash Christina Nash's David Lerner Associates, inc. Experience October 2004 - November 2013
Job Knox Grove Financial, LLC
Industry Financial Services
Experience
Knox Grove Financial, LLC November 2013 - Present
David Lerner Associates, inc. October 2004 - November 2013
Education
Florida State University - College of Business
BS Finance, Finance, General
University of South Alabama
Masters, Education
Knox Grove Financial, LLC November 2013 - Present
David Lerner Associates, inc. October 2004 - November 2013
Education
Florida State University - College of Business
BS Finance, Finance, General
University of South Alabama
Masters, Education
Ariel H Martinez Ariel H Martinez's David Lerner Associates, inc. Experience March 2012 - August 2013
Job Order Control Desk at Strauss Paper Company
Industry Business Supplies and Equipment
Experience
Strauss Paper Company September 2013 - March 2015
David Lerner Associates, inc. March 2012 - August 2013
Wells Fargo Bank NA 2011 - 2012
JPMorgan Chase 2009 - 2010
New England Financial 2009 - 2009
Westrock Advisors Inc March 2006 - March 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Services, Banking, Insurance, Finance, Life Insurance, Analysis, Asset Allocation, Financial Advisory, Series 7, Relationship Management, Series 63
Education
Fordham University
Bachelor of Arts (BA), Economics
Westchester Community College
Associate of Science (A.S.), Economics
Strauss Paper Company September 2013 - March 2015
David Lerner Associates, inc. March 2012 - August 2013
Wells Fargo Bank NA 2011 - 2012
JPMorgan Chase 2009 - 2010
New England Financial 2009 - 2009
Westrock Advisors Inc March 2006 - March 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Services, Banking, Insurance, Finance, Life Insurance, Analysis, Asset Allocation, Financial Advisory, Series 7, Relationship Management, Series 63
Education
Fordham University
Bachelor of Arts (BA), Economics
Westchester Community College
Associate of Science (A.S.), Economics
William Eager's David Lerner Associates, inc. Experience March 2012 - September 2012
Job Independent Insurance Broker and Business Owner at William B. Eager & Associates
Industry Financial Services
Experience
William B. Eager & Associates May 2003 - Present
David Lerner Associates, inc. March 2012 - September 2012
Wells Fargo Advisors, LLC March 2010 - December 2011
IBM Corporation July 1973 - July 2001
Skills
Life Insurance, Indexed Annuities, Fixed Annuities, Safe Money Advisor /..., Health Insurance Plans, Medicare Plans, Disability Insurance
Education
Trinity College & University on-line 1999 — 2000
Bachelor of Science, Business Administration
Massasoit Community College 1970 — 1972
Associates, Liberal Arts
William B. Eager & Associates May 2003 - Present
David Lerner Associates, inc. March 2012 - September 2012
Wells Fargo Advisors, LLC March 2010 - December 2011
IBM Corporation July 1973 - July 2001
Skills
Life Insurance, Indexed Annuities, Fixed Annuities, Safe Money Advisor /..., Health Insurance Plans, Medicare Plans, Disability Insurance
Education
Trinity College & University on-line 1999 — 2000
Bachelor of Science, Business Administration
Massasoit Community College 1970 — 1972
Associates, Liberal Arts
Robert Bree's David Lerner Associates, inc. Experience August 2014 - July 2015
Job Financial Representative at Foresters Financial
Industry Financial Services
Experience
Foresters July 2015 - Present
David Lerner Associates, Inc. August 2014 - July 2015
Capital One September 2011 - January 2014
JPMorgan Chase April 1986 - September 2011
Skills
Credit, Loans, Banking, Retail Banking, Commercial Banking, Small Business Lending, Credit Cards, Relationship Management, Cross Selling, Branch Management, Branch Banking, Customer Service, Team Building, Sales, Insurance, Consumer Lending, Financial Services, Finance, Portfolio Management, Investments, Financial Analysis, Financial Planning, Mutual Funds, Series 7, Series 63, Retirement Planning
Education
St. John's University
Foresters July 2015 - Present
David Lerner Associates, Inc. August 2014 - July 2015
Capital One September 2011 - January 2014
JPMorgan Chase April 1986 - September 2011
Skills
Credit, Loans, Banking, Retail Banking, Commercial Banking, Small Business Lending, Credit Cards, Relationship Management, Cross Selling, Branch Management, Branch Banking, Customer Service, Team Building, Sales, Insurance, Consumer Lending, Financial Services, Finance, Portfolio Management, Investments, Financial Analysis, Financial Planning, Mutual Funds, Series 7, Series 63, Retirement Planning
Education
St. John's University
David S. Block's David Lerner Associates, inc. Experience 2003 - 2004
Job Equities and Options Trader and Investor, Attorney and Counselor at Law
Industry Law Practice
Experience
David S. Block, Counselor at Law April 2006 - Present
Ruetter and Riddle, Inc. 2004 - 2005
David Lerner Associates, inc. 2003 - 2004
Skills
Litigation, Legal Issues, Mutual Funds, Investments, Appeals, Insurance, Securities, Corporate Law, Series 63, Series 7, Bankruptcy, Equities, Trading, Public Speaking, Writing, Bonds, Estate Planning
Education
University of Bridgeport School of Law 1979 — 1982
J.D.
Manhattan College 1974 — 1978
B.A., History/Political Science
David S. Block, Counselor at Law April 2006 - Present
Ruetter and Riddle, Inc. 2004 - 2005
David Lerner Associates, inc. 2003 - 2004
Skills
Litigation, Legal Issues, Mutual Funds, Investments, Appeals, Insurance, Securities, Corporate Law, Series 63, Series 7, Bankruptcy, Equities, Trading, Public Speaking, Writing, Bonds, Estate Planning
Education
University of Bridgeport School of Law 1979 — 1982
J.D.
Manhattan College 1974 — 1978
B.A., History/Political Science
Pete Bacinski Pete Bacinski's David Lerner Associates, inc. Experience 1986 - 1988
Job All Things BirdsProgram Director at NJ Audubon
Industry Environmental Services
Experience
NJ Audubon September 1993 - Present
David Lerner Associates, Inc. 1986 - 1988
Ashland Inc. 1977 - 1984
Skills
Environmental Awareness, Environmental Science, Ecology, Environmental Education, Sustainability, Environmental Policy, Wetlands, GIS, ArcGIS, Natural Resource..., Wildlife, Conservation Issues, Water Quality, Grant Writing, Biodiversity
Education
Fairleigh Dickinson University 1980 — 1986
Master of Business Administration (MBA), Marketing
Fairleigh Dickinson University 1972 — 1975
Master of Science (M.S.), Biology
Pace University-New York 1967 — 1971
Bachelor of Science (BS), Biology
NJ Audubon September 1993 - Present
David Lerner Associates, Inc. 1986 - 1988
Ashland Inc. 1977 - 1984
Skills
Environmental Awareness, Environmental Science, Ecology, Environmental Education, Sustainability, Environmental Policy, Wetlands, GIS, ArcGIS, Natural Resource..., Wildlife, Conservation Issues, Water Quality, Grant Writing, Biodiversity
Education
Fairleigh Dickinson University 1980 — 1986
Master of Business Administration (MBA), Marketing
Fairleigh Dickinson University 1972 — 1975
Master of Science (M.S.), Biology
Pace University-New York 1967 — 1971
Bachelor of Science (BS), Biology
Nick Stamatellos's David Lerner Associates, inc. Experience March 2004 - October 2010
Job Branch Controls Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2010 - Present
David Lerner Associates, Inc. March 2004 - October 2010
Skills
Series 24, Series 7, Series 63, Series 65, Series 53
Education
Bentley College 1998 — 2001
Bachelor of Science (B.S.), Finance, General
AXA Advisors November 2010 - Present
David Lerner Associates, Inc. March 2004 - October 2010
Skills
Series 24, Series 7, Series 63, Series 65, Series 53
Education
Bentley College 1998 — 2001
Bachelor of Science (B.S.), Finance, General
Kurt Schlesinger Kurt Schlesinger's David Lerner Associates, inc. Experience July 1991 - April 1999
Job Financial Advisor at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc. March 2009 - Present
Morgan Stanley Smith Barney April 2003 - March 2009
UBS April 1999 - April 2003
David Lerner Associates, inc. July 1991 - April 1999
Skills
Finance, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Fixed Annuities, Series 65, Mutual Funds, Securities, Asset Allocation, Series 7, Estate Planning, Investments, Saving for Education, 401k Rollovers, 529 Plans, IRAs, College Savings Plans, Annuities, Life Insurance, Long Term Care Insurance, Bonds, CD`s, Social Security Planning
Education
Southern Connecticut State University
The American College
Chartered Financial Consultant Designation ChFC
The Investment Center, Inc. March 2009 - Present
Morgan Stanley Smith Barney April 2003 - March 2009
UBS April 1999 - April 2003
David Lerner Associates, inc. July 1991 - April 1999
Skills
Finance, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Fixed Annuities, Series 65, Mutual Funds, Securities, Asset Allocation, Series 7, Estate Planning, Investments, Saving for Education, 401k Rollovers, 529 Plans, IRAs, College Savings Plans, Annuities, Life Insurance, Long Term Care Insurance, Bonds, CD`s, Social Security Planning
Education
Southern Connecticut State University
The American College
Chartered Financial Consultant Designation ChFC
Steve Pirrotta's David Lerner Associates, inc. Experience December 2008 - January 2009
Job Private Client Banker/Small Business Specialist at JP Morgan Chase Bank, N.A
Industry Banking
Experience
JP Morgan Chase Bank, N.A August 2014 - Present
JP Morgan Chase Bank, N.A March 2013 - Present
JP Morgan Chase Bank, N.A March 2012 - Present
Dipaola Financial Group May 2009 - October 2011
David Lerner Associates, inc. December 2008 - January 2009
Education
Eastern Nazarene College 2004 — 2008
Bachelor of Science, Engineering
JP Morgan Chase Bank, N.A August 2014 - Present
JP Morgan Chase Bank, N.A March 2013 - Present
JP Morgan Chase Bank, N.A March 2012 - Present
Dipaola Financial Group May 2009 - October 2011
David Lerner Associates, inc. December 2008 - January 2009
Education
Eastern Nazarene College 2004 — 2008
Bachelor of Science, Engineering
Brett Deixler's David Lerner Associates, inc. Experience January 2008 - July 2010
Job Medical Sales Representative at Ameritox
Industry Medical Devices
Experience
Ameritox June 2014 - Present
GeoscapeSolar July 2010 - May 2014
David Lerner Associates, inc. January 2008 - July 2010
Argent Trading August 2003 - January 2008
Kiawah Island Golf Resort May 2001 - October 2002
Skills
Mortgage Lending, Sales, Series 7, Investments, Business Development, 63 Licenses, New Business Development, Strategic Financial..., Business Strategy, Marketing, Account Management, Financial Analysis, PowerPoint, Financial Services, Sales Management, Series 63, Insurance, Budget, Real Estate, Customer Service, National Association of..., Consultative Selling..., Closing Business, Consulting, Sales Force Development, Team Building, Management Consulting, B2B, Strategic Planning, Salesforce.com, Business Planning, Finance, Portfolio Management, Start-ups
Education
College of Charleston 1997 — 2001
Bachelor of Science, Finance
Ameritox June 2014 - Present
GeoscapeSolar July 2010 - May 2014
David Lerner Associates, inc. January 2008 - July 2010
Argent Trading August 2003 - January 2008
Kiawah Island Golf Resort May 2001 - October 2002
Skills
Mortgage Lending, Sales, Series 7, Investments, Business Development, 63 Licenses, New Business Development, Strategic Financial..., Business Strategy, Marketing, Account Management, Financial Analysis, PowerPoint, Financial Services, Sales Management, Series 63, Insurance, Budget, Real Estate, Customer Service, National Association of..., Consultative Selling..., Closing Business, Consulting, Sales Force Development, Team Building, Management Consulting, B2B, Strategic Planning, Salesforce.com, Business Planning, Finance, Portfolio Management, Start-ups
Education
College of Charleston 1997 — 2001
Bachelor of Science, Finance
CK Haynsworth CK Haynsworth's David Lerner Associates, inc. Experience July 2013 - Present
Job Vice President of Operations at Ford Investment Properties
Industry Financial Services
Experience
Ford Investment Properties May 2015 - Present
David Lerner Associates, Inc. July 2013 - Present
Tommie Copper October 2010 - September 2012
brightstack TECHNOLOGIES May 2008 - January 2011
ShoreTel November 2005 - April 2008
Avaya 2003 - 2005
Skills
Account Management, Marketing Strategy, Strategic Partnerships, New Business Development, Salesforce.com, Direct Sales, Apparel, Channel, Sales Management, SaaS, E-commerce, Unified Communications, VoIP, Telecommunications, Solution Selling, Sales Process, Managed Services, Lead Generation, Product Marketing, Sales, Call Centers, Selling, B2B, Professional Services, Contract Negotiation, Vendor Management, Go-to-market Strategy, Business Development, Start-ups, Sales Operations, Cloud Computing, Multi-channel Marketing, CRM, Channel Partners, Management, Email Marketing, Direct Marketing, P&L Management, Customer Acquisition, Product Management, Marketing, Customer Retention, Sales Presentations, Strategy, Competitive Analysis, Cross-functional Team..., Cold Calling, Networking
Education
Franklin & Marshall College 1983 — 1987
Ford Investment Properties May 2015 - Present
David Lerner Associates, Inc. July 2013 - Present
Tommie Copper October 2010 - September 2012
brightstack TECHNOLOGIES May 2008 - January 2011
ShoreTel November 2005 - April 2008
Avaya 2003 - 2005
Skills
Account Management, Marketing Strategy, Strategic Partnerships, New Business Development, Salesforce.com, Direct Sales, Apparel, Channel, Sales Management, SaaS, E-commerce, Unified Communications, VoIP, Telecommunications, Solution Selling, Sales Process, Managed Services, Lead Generation, Product Marketing, Sales, Call Centers, Selling, B2B, Professional Services, Contract Negotiation, Vendor Management, Go-to-market Strategy, Business Development, Start-ups, Sales Operations, Cloud Computing, Multi-channel Marketing, CRM, Channel Partners, Management, Email Marketing, Direct Marketing, P&L Management, Customer Acquisition, Product Management, Marketing, Customer Retention, Sales Presentations, Strategy, Competitive Analysis, Cross-functional Team..., Cold Calling, Networking
Education
Franklin & Marshall College 1983 — 1987
Janet Stone Janet Stone's David Lerner Associates, inc. Experience May 2011 - Present
Job Investment Counselor at David Lerner Associates, inc.
Industry Financial Services
Experience
David Lerner Associates, inc. May 2011 - Present
Schering Plough Pharmaceuticals 2004 - 2010
Virgin Atlantic Airlines 2002 - 2004
BayGroup International January 1999 - January 2002
Skills
Product Life Cycle..., Business Planning, Product Development, Contract Negotiation, Business Strategy
Education
Duquesne University
Bachelor of Science, Business Administration
David Lerner Associates, inc. May 2011 - Present
Schering Plough Pharmaceuticals 2004 - 2010
Virgin Atlantic Airlines 2002 - 2004
BayGroup International January 1999 - January 2002
Skills
Product Life Cycle..., Business Planning, Product Development, Contract Negotiation, Business Strategy
Education
Duquesne University
Bachelor of Science, Business Administration
Michael P. Burns, MBA Michael P. Burns, MBA's David Lerner Associates, inc. Experience May 2014 - April 2015
Job INVESTMENT AND SALES PROFESSIONAL
Industry Financial Services
Experience
David Lerner Associates, Inc. May 2014 - April 2015
RCL Benziger January 2010 - November 2013
PD Resource Associates August 2009 - December 2010
McGraw-Hill July 1995 - February 2009
Glencoe/Macmillan McGraw-Hill 1995 - 2009
Skills
Textbooks, Selling Skills, Academic Publishing, Publishing, Books, Sales Process, Sales Operations, Sales Presentations, Marketing, Sales, Marketing Communications, CRM, Staff Development, Budgets, Cold Calling, Selling
Education
Saint Louis University 1979 — 1982
BA, Theology
Catholic Theological Union at Chicago
University of Phoenix
MBA, Accounting
David Lerner Associates, Inc. May 2014 - April 2015
RCL Benziger January 2010 - November 2013
PD Resource Associates August 2009 - December 2010
McGraw-Hill July 1995 - February 2009
Glencoe/Macmillan McGraw-Hill 1995 - 2009
Skills
Textbooks, Selling Skills, Academic Publishing, Publishing, Books, Sales Process, Sales Operations, Sales Presentations, Marketing, Sales, Marketing Communications, CRM, Staff Development, Budgets, Cold Calling, Selling
Education
Saint Louis University 1979 — 1982
BA, Theology
Catholic Theological Union at Chicago
University of Phoenix
MBA, Accounting
Matthew E. Abrams, CRCP Matthew E. Abrams, CRCP's David Lerner Associates, inc. Experience 1981 - 1984
Job Certified Regulatory and Compliance Professional at Compliance Science, Inc.
Industry Financial Services
Experience
Compliance Science, Inc. May 2010 - Present
Bank of New York Mellon June 2006 - June 2009
Bank of New York October 2003 - June 2006
Jefferson Wells August 2002 - October 2003
Bank of America March 2001 - February 2002
United States Trust Company of New York September 1998 - February 2001
Deutsche Bank Securities May 1992 - October 1998
David Lerner Associates, Inc. 1981 - 1984
Skills
Compliance Audits, System Development, Risk Management, Quality Auditing, Compliance Monitoring, Analysis, Continuing Education, Hedge Funds, Auditing, OFAC, Securities, Program Management, Banking, Investments, Trading, Finance, KYC, Financial Services, Asset Management, AML, Wealth Management, Internal Audit, Investment Management, Equities, Investment Banking, Policy, Management, Loans, Broker-Dealer, FINRA, Training, Anti Money Laundering
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate Program, Certified Regulatory and Compliance Professional
State University of New York College at Brockport 1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Education
State University of New York College at Fredonia 1975 — 1977
bs, music
Compliance Science, Inc. May 2010 - Present
Bank of New York Mellon June 2006 - June 2009
Bank of New York October 2003 - June 2006
Jefferson Wells August 2002 - October 2003
Bank of America March 2001 - February 2002
United States Trust Company of New York September 1998 - February 2001
Deutsche Bank Securities May 1992 - October 1998
David Lerner Associates, Inc. 1981 - 1984
Skills
Compliance Audits, System Development, Risk Management, Quality Auditing, Compliance Monitoring, Analysis, Continuing Education, Hedge Funds, Auditing, OFAC, Securities, Program Management, Banking, Investments, Trading, Finance, KYC, Financial Services, Asset Management, AML, Wealth Management, Internal Audit, Investment Management, Equities, Investment Banking, Policy, Management, Loans, Broker-Dealer, FINRA, Training, Anti Money Laundering
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate Program, Certified Regulatory and Compliance Professional
State University of New York College at Brockport 1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Education
State University of New York College at Fredonia 1975 — 1977
bs, music
Jim Siciliano Jim Siciliano's David Lerner Associates, inc. Experience March 2013 - Present
Job Investment Counselor at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. March 2013 - Present
Premier Entertainment Services International January 2008 - March 2013
Skills
Equities, Mutual Funds, Asset Management, Wealth Management, Financial Analysis, Marketing Strategy, Financial Planning, Portfolio Management, Finance
Education
Fordham University 1986 — 1990
BA, Economics
David Lerner Associates, Inc. March 2013 - Present
Premier Entertainment Services International January 2008 - March 2013
Skills
Equities, Mutual Funds, Asset Management, Wealth Management, Financial Analysis, Marketing Strategy, Financial Planning, Portfolio Management, Finance
Education
Fordham University 1986 — 1990
BA, Economics
Rachel Hochberg Rachel Hochberg's David Lerner Associates, inc. Experience June 2014 - August 2014
Job Actuarial Intern at New York Life Insurance Company
Industry Insurance
Experience
Sigma Delta Tau December 2014 - Present
New York Life Insurance Company May 2015 - August 2015
David Lerner Associates, Inc. June 2014 - August 2014
Binghamton University August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, Social Media, Mathematics, Actuarial Exams, Team Building, Strategic Communications, Teaching
Education
Binghamton University 2012 — 2016
Bachelor of Arts (B.A.), Actuarial Science, Senior
Sigma Delta Tau December 2014 - Present
New York Life Insurance Company May 2015 - August 2015
David Lerner Associates, Inc. June 2014 - August 2014
Binghamton University August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, Social Media, Mathematics, Actuarial Exams, Team Building, Strategic Communications, Teaching
Education
Binghamton University 2012 — 2016
Bachelor of Arts (B.A.), Actuarial Science, Senior
Pamela Blake Pamela Blake's David Lerner Associates, inc. Experience February 2009 - October 2011
Job Hiring and Developing Entrepreneurial individuals for a career in financial services
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company November 2011 - June 2015
David Lerner Associates, Inc. February 2009 - October 2011
Skills
Retirement Planning, Estate Planning, Insurance, Long Term Care Insurance, Annuity Sales, Wealth Preservation..., Key Person Insurance, Key Person Protection, Licensed Life Insurance..., Life Insurance, Asset Protection, Protection..., Small Business, Legacy Giving, Succession Planning, IRA Rollovers or 401(k)..., Financial Services, Investments, Securities
Education
Saint Bonaventure University 1977 — 1981
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Our Lady of Mercy High School 1973 — 1977
Regents Diploma
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company November 2011 - June 2015
David Lerner Associates, Inc. February 2009 - October 2011
Skills
Retirement Planning, Estate Planning, Insurance, Long Term Care Insurance, Annuity Sales, Wealth Preservation..., Key Person Insurance, Key Person Protection, Licensed Life Insurance..., Life Insurance, Asset Protection, Protection..., Small Business, Legacy Giving, Succession Planning, IRA Rollovers or 401(k)..., Financial Services, Investments, Securities
Education
Saint Bonaventure University 1977 — 1981
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Our Lady of Mercy High School 1973 — 1977
Regents Diploma
Ethan Blinder Ethan Blinder's David Lerner Associates, inc. Experience June 2011 - August 2011
Job Real Estate Investment and Property Management
Industry Real Estate
Experience
Berdon LLP September 2013 - July 2014
The Ayco Company, L.P. January 2013 - April 2013
The Sydell Group August 2012 - December 2012
Wyndham Worldwide May 2012 - July 2012
The Sydell Group August 2011 - November 2011
David Lerner Associates, inc. June 2011 - August 2011
PM Hospitality Strategies, Inc. February 2009 - May 2009
InterContinental Hotels Group - The Barclay New York June 2008 - August 2008
Walt Disney World - All-Star Resort December 2006 - August 2007
Walt Disney Travel Company August 2006 - December 2006
Skills
Microsoft Office, Westlaw, Training, Intellectual Property, Legal Writing, Legal Research, Corporate Law, Microsoft Excel, Lexis, Commercial Litigation, Due Diligence, Civil Litigation, Arbitration, Contract Management, Securities, Management, Policy, Courts, Litigation, Research
Education
Brooklyn Law School 2010 — 2013
J.D. '13, Law
Cornell University 2004 — 2009
B.S., Hospitality Management
Berdon LLP September 2013 - July 2014
The Ayco Company, L.P. January 2013 - April 2013
The Sydell Group August 2012 - December 2012
Wyndham Worldwide May 2012 - July 2012
The Sydell Group August 2011 - November 2011
David Lerner Associates, inc. June 2011 - August 2011
PM Hospitality Strategies, Inc. February 2009 - May 2009
InterContinental Hotels Group - The Barclay New York June 2008 - August 2008
Walt Disney World - All-Star Resort December 2006 - August 2007
Walt Disney Travel Company August 2006 - December 2006
Skills
Microsoft Office, Westlaw, Training, Intellectual Property, Legal Writing, Legal Research, Corporate Law, Microsoft Excel, Lexis, Commercial Litigation, Due Diligence, Civil Litigation, Arbitration, Contract Management, Securities, Management, Policy, Courts, Litigation, Research
Education
Brooklyn Law School 2010 — 2013
J.D. '13, Law
Cornell University 2004 — 2009
B.S., Hospitality Management
Melanie H Lewis's David Lerner Associates, inc. Experience January 2003 - July 2003
Job Support Consultant at Misys
Industry Financial Services
Experience
Deutsche Bank 2015 - Present
Misys March 2014 - October 2014
JPMorgan Chase January 2014 - March 2014
Misys June 2013 - October 2013
Georgeson Securities January 2013 - June 2013
Powell Capital Markets (Temporary Assignment) September 2012 - October 2012
RBC November 2003 - May 2010
David Lerner Associates, inc. January 2003 - July 2003
Morgan Stanley Dean Witter February 2000 - November 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Access, Bloomberg, Salesforce.com, Finance, Trading
Education
New York Career Institute 2010 — 2012
Court Reporting/Court Reporter, 3.2
Bergen Community College 1995 — 1997
Psychology
Deutsche Bank 2015 - Present
Misys March 2014 - October 2014
JPMorgan Chase January 2014 - March 2014
Misys June 2013 - October 2013
Georgeson Securities January 2013 - June 2013
Powell Capital Markets (Temporary Assignment) September 2012 - October 2012
RBC November 2003 - May 2010
David Lerner Associates, inc. January 2003 - July 2003
Morgan Stanley Dean Witter February 2000 - November 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Access, Bloomberg, Salesforce.com, Finance, Trading
Education
New York Career Institute 2010 — 2012
Court Reporting/Court Reporter, 3.2
Bergen Community College 1995 — 1997
Psychology
Cole Aaronson's David Lerner Associates, inc. Experience August 2014 - Present
Job Investment Counselor at David Lerner Associates
Industry Investment Management
Experience
David Lerner Associates, Inc. August 2014 - Present
C-Suite Network April 2014 - August 2014
Impulse Event Production December 2013 - April 2014
Sunrise Brands September 2010 - August 2013
Sunrise Brands 2009 - 2010
Skills
Apparel, Trend Analysis, Trend, Fashion Design, Advertising, Knitwear, Wovens
Education
Colgate University 2004 — 2008
Bachelors, English
David Lerner Associates, Inc. August 2014 - Present
C-Suite Network April 2014 - August 2014
Impulse Event Production December 2013 - April 2014
Sunrise Brands September 2010 - August 2013
Sunrise Brands 2009 - 2010
Skills
Apparel, Trend Analysis, Trend, Fashion Design, Advertising, Knitwear, Wovens
Education
Colgate University 2004 — 2008
Bachelors, English
Todd Teichert Todd Teichert's David Lerner Associates, inc. Experience June 2011 - Present
Job Senior Investment Counselor at David Lerner Associates
Industry Investment Management
Experience
David Lerner Associates, inc. June 2011 - Present
Mark of Elegance May 2009 - June 2011
Health and Life Direct November 2007 - March 2009
Brooklyn Thermometer Co. Inc. 1982 - November 2007
Skills
Management, New Business Development, Negotiation, Coaching, Business Development, Sales, Customer Service, Series 63, Leadership, Forecasting, Account Management, Series 7, Training, 401k Rollovers, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, Financial Analysis, Qualified Retirement..., Life Insurance, Variable Annuities, Fixed Annuities, Fixed Income Analysis, Stock Trading, Investment Strategies, Estate Planning, Asset Management, IRAs, Selling, Municipal Bonds, Investments, Retirement, REIT, Strategic Financial..., Strategy, Insurance, 401k, Mutual Funds, Wealth Management, Securities, Retirement Planning, Bonds, Disability Insurance, Asset Allocation, Investment Advisory, Portfolio Management, Long-term Care, Financial Advisory, Financial Services
Education
New York Institute of Technology 1982 — 1987
BS, Computer Science/Business Administration
David Lerner Associates, inc. June 2011 - Present
Mark of Elegance May 2009 - June 2011
Health and Life Direct November 2007 - March 2009
Brooklyn Thermometer Co. Inc. 1982 - November 2007
Skills
Management, New Business Development, Negotiation, Coaching, Business Development, Sales, Customer Service, Series 63, Leadership, Forecasting, Account Management, Series 7, Training, 401k Rollovers, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, Financial Analysis, Qualified Retirement..., Life Insurance, Variable Annuities, Fixed Annuities, Fixed Income Analysis, Stock Trading, Investment Strategies, Estate Planning, Asset Management, IRAs, Selling, Municipal Bonds, Investments, Retirement, REIT, Strategic Financial..., Strategy, Insurance, 401k, Mutual Funds, Wealth Management, Securities, Retirement Planning, Bonds, Disability Insurance, Asset Allocation, Investment Advisory, Portfolio Management, Long-term Care, Financial Advisory, Financial Services
Education
New York Institute of Technology 1982 — 1987
BS, Computer Science/Business Administration
Charles Wick's David Lerner Associates, inc. Experience May 2014 - August 2014
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
David Lerner Associates, Inc. May 2014 - August 2014
Harbor Links Golf Course May 2012 - August 2014
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
IES Abroad
Barcelona: Liberal Arts and Business Program
J.P. Morgan June 2015 - Present
David Lerner Associates, Inc. May 2014 - August 2014
Harbor Links Golf Course May 2012 - August 2014
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
IES Abroad
Barcelona: Liberal Arts and Business Program
Katherine Dulin Katherine Dulin's David Lerner Associates, inc. Experience February 2010 - November 2010
Job Realtor Keller Williams Realty
Industry Real Estate
Experience
Wells Fargo Bank 2010 - January 2012
DeMartini & Yi, LLP 2012 - 2012
David Lerner Associates, inc. February 2010 - November 2010
1800FLOWERS.COM 2008 - 2010
Countrywide Full Spectrum Lending 2006 - 2008
Long Island Ducks Minor League Baseball Club 2005 - 2006
Hudson Legal Resources - Hughes Hubbard & Reed LLP March 2005 - August 2005
Cat Tracks Magazine 2001 - 2004
Skills
New Business Development, Building Relationships, Series 63, Securities, Financial Services, Insurance, Credit, Series 7, Marketing, Finance, Portfolio Management, Negotiation, Investments, Financial Analysis
Education
University of Arizona 2000 — 2004
Bachelor's Degree, Political Science, Sociology Minor, 3.2
Nassau Community College 2012 — 2012
Legal Studies/Paralegal Certificate, 3.86
Walt Disney World College Program 1999 — 1999
Internship, Hotel Management and Tourism
Wells Fargo Bank 2010 - January 2012
DeMartini & Yi, LLP 2012 - 2012
David Lerner Associates, inc. February 2010 - November 2010
1800FLOWERS.COM 2008 - 2010
Countrywide Full Spectrum Lending 2006 - 2008
Long Island Ducks Minor League Baseball Club 2005 - 2006
Hudson Legal Resources - Hughes Hubbard & Reed LLP March 2005 - August 2005
Cat Tracks Magazine 2001 - 2004
Skills
New Business Development, Building Relationships, Series 63, Securities, Financial Services, Insurance, Credit, Series 7, Marketing, Finance, Portfolio Management, Negotiation, Investments, Financial Analysis
Education
University of Arizona 2000 — 2004
Bachelor's Degree, Political Science, Sociology Minor, 3.2
Nassau Community College 2012 — 2012
Legal Studies/Paralegal Certificate, 3.86
Walt Disney World College Program 1999 — 1999
Internship, Hotel Management and Tourism
Adam Wexler Adam Wexler's David Lerner Associates, inc. Experience August 2009 - February 2012
Job Financial Advisor
Industry Financial Services
Experience
BB&T July 2012 - Present
David Lerner Associates, inc. August 2009 - February 2012
Skills
Fixed Annuities, Investments, Portfolio Management, Retirement Planning, Retirement, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Services, Sales, 401k, Mutual Funds, Cold Calling, Leadership, Customer Service, Investment Advisory, Banking, Securities, Direct Sales, Insurance, Life Insurance, Public Speaking, Financial Advisory, Investment Strategies, Estate Planning, Asset Management, Negotiation, IRAs, Microsoft Office, Strategic Planning, Asset Allocation, Financial Planning
Education
State University of New York College at Oneonta
BB&T July 2012 - Present
David Lerner Associates, inc. August 2009 - February 2012
Skills
Fixed Annuities, Investments, Portfolio Management, Retirement Planning, Retirement, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Services, Sales, 401k, Mutual Funds, Cold Calling, Leadership, Customer Service, Investment Advisory, Banking, Securities, Direct Sales, Insurance, Life Insurance, Public Speaking, Financial Advisory, Investment Strategies, Estate Planning, Asset Management, Negotiation, IRAs, Microsoft Office, Strategic Planning, Asset Allocation, Financial Planning
Education
State University of New York College at Oneonta
Jason Isaacs Jason Isaacs's David Lerner Associates, inc. Experience December 2009 - May 2010
Job Media Planner/Analyst at Cablevision
Industry Marketing and Advertising
Experience
Cablevision July 2012 - Present
Newsday Media Group October 2010 - June 2012
David Lerner Associates, Inc. December 2009 - May 2010
Mark P. Isaacs, Attorney at Law June 2008 - December 2009
Skills
Media Planning, Digital Media, Digital Marketing, Advertising, Data Analysis, Media Strategy, Cable Television, Broadcast Television, Marketing Strategy, Digital Strategy, Online Marketing, Online Advertising, DoubleClick, Search Engine Ranking, Email Marketing, Print Advertising, Advertising Sales, MicroStrategy, MicroStrategy Reporting, Audience Measurement, Market Analysis, Budget Management, Accruals, Financial Analysis, Proofreading, Bookkeeping, Customer Relations, Time Management
Education
Hofstra University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing, 4.0 GPA
Cablevision July 2012 - Present
Newsday Media Group October 2010 - June 2012
David Lerner Associates, Inc. December 2009 - May 2010
Mark P. Isaacs, Attorney at Law June 2008 - December 2009
Skills
Media Planning, Digital Media, Digital Marketing, Advertising, Data Analysis, Media Strategy, Cable Television, Broadcast Television, Marketing Strategy, Digital Strategy, Online Marketing, Online Advertising, DoubleClick, Search Engine Ranking, Email Marketing, Print Advertising, Advertising Sales, MicroStrategy, MicroStrategy Reporting, Audience Measurement, Market Analysis, Budget Management, Accruals, Financial Analysis, Proofreading, Bookkeeping, Customer Relations, Time Management
Education
Hofstra University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing, 4.0 GPA
Matthew Comiskey Matthew Comiskey's David Lerner Associates, inc. Experience February 2015 - June 2015
Job Licensed Sales Producer at Allstate
Industry Financial Services
Experience
Allstate June 2015 - Present
David Lerner Associates, Inc. February 2015 - June 2015
Capitol Services, Inc. October 2011 - May 2014
Bartlett, Bastone, & Monaghan, LLC April 2009 - May 2011
Nordstrom 2007 - 2008
Skills
Customer Service, Microsoft Excel, PowerPoint, Time Management, Outlook
Education
Johnson and Wales University 2002 — 2004
Associate's degree, Hospitality Administration/Management
Allstate June 2015 - Present
David Lerner Associates, Inc. February 2015 - June 2015
Capitol Services, Inc. October 2011 - May 2014
Bartlett, Bastone, & Monaghan, LLC April 2009 - May 2011
Nordstrom 2007 - 2008
Skills
Customer Service, Microsoft Excel, PowerPoint, Time Management, Outlook
Education
Johnson and Wales University 2002 — 2004
Associate's degree, Hospitality Administration/Management
Marisol Serna's David Lerner Associates, inc. Experience August 2015 - Present
Job Registered Sales Assistant at DLA
Industry Financial Services
Experience
David Lerner Associates, Inc. August 2015 - Present
Wells Fargo March 2010 - July 2015
Skills
Customer Service, Banking, Microsoft Office, Sales, Coaching, Finance, Microsoft Word, Microsoft Excel, Financial Analysis, Investments, Financial Planning, Retail Banking
Education
Norwalk Community College 2008 — 2011
General studies
David Lerner Associates, Inc. August 2015 - Present
Wells Fargo March 2010 - July 2015
Skills
Customer Service, Banking, Microsoft Office, Sales, Coaching, Finance, Microsoft Word, Microsoft Excel, Financial Analysis, Investments, Financial Planning, Retail Banking
Education
Norwalk Community College 2008 — 2011
General studies
joseph lawler joseph lawler's David Lerner Associates, inc. Experience February 2009 - January 2010
Job Inside Sales Representative at Dish Network
Industry Financial Services
Experience
InterFACE Talent Network December 2013 - Present
Dish Network February 2013 - December 2013
DialAmerica August 2012 - January 2013
Primerica September 2011 - January 2013
David Lerner Associates, inc. February 2009 - January 2010
Ameriquest Mortgage March 2004 - September 2009
Skills
Direct Sales, inside sales, Real Estate Finance, Excel, Direct Marketing, Selling, Microsoft Excel, Real Estate Economics, Sales Operations, Salesforce.com, Management, Sales Management, Sales, Call Centers, Investments, Recruiting, Networking, Small Business
Education
Farleigh Dickenson University 2010 — 2011
Certified Financial Planning, Finance, General, 3.5
Rutgers Business School 2010 — 2011
Master of Business Administration (MBA), General Sales, Merchandising and Related Marketing Operations
Connecticut College 1981 — 1985
Bachelor of Arts (B.A.), Business/Managerial Economics
Worcester Academy 1975 — 1981
highscool, College/University Preparatory and Advanced High School/Secondary Diploma Program
InterFACE Talent Network December 2013 - Present
Dish Network February 2013 - December 2013
DialAmerica August 2012 - January 2013
Primerica September 2011 - January 2013
David Lerner Associates, inc. February 2009 - January 2010
Ameriquest Mortgage March 2004 - September 2009
Skills
Direct Sales, inside sales, Real Estate Finance, Excel, Direct Marketing, Selling, Microsoft Excel, Real Estate Economics, Sales Operations, Salesforce.com, Management, Sales Management, Sales, Call Centers, Investments, Recruiting, Networking, Small Business
Education
Farleigh Dickenson University 2010 — 2011
Certified Financial Planning, Finance, General, 3.5
Rutgers Business School 2010 — 2011
Master of Business Administration (MBA), General Sales, Merchandising and Related Marketing Operations
Connecticut College 1981 — 1985
Bachelor of Arts (B.A.), Business/Managerial Economics
Worcester Academy 1975 — 1981
highscool, College/University Preparatory and Advanced High School/Secondary Diploma Program
Eric Gruter Eric Gruter's David Lerner Associates, inc. Experience 2010 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
David Lerner Associates, Inc. 2010 - 2010
Skills
Customer Service, Microsoft Office, Leadership, Sales, Project Management, Microsoft Word, Marketing, PowerPoint, Public Speaking, Financial Analysis
Education
Sacred Heart University 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General
Locust Valley Highschool 2004 — 2007
High School
David Lerner Associates, Inc. 2010 - 2010
Skills
Customer Service, Microsoft Office, Leadership, Sales, Project Management, Microsoft Word, Marketing, PowerPoint, Public Speaking, Financial Analysis
Education
Sacred Heart University 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General
Locust Valley Highschool 2004 — 2007
High School
Michael Malvarosa's David Lerner Associates, inc. Experience May 2011 - March 2014
Job Hedge Fund of Fund Analyst at SSARIS Advisors, LLC
Industry Financial Services
Experience
SSARIS Advisors, LLC March 2014 - Present
David Lerner Associates, Inc. May 2011 - March 2014
Northwestern Mutual Financial Network September 2010 - April 2011
Westport Capital Markets December 2010 - January 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Series 7, Series 63, Fixed Income, Hedge Funds, Alternative Investments, Equities, Asset Management, Portfolio Management, Bloomberg Terminal, Novus, Evestment, Ledgex, Investments, Retirement Planning, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Planning, PowerPoint, Strategic Financial..., Risk Management, Sales, VBA, Leadership
Education
Fairfield University 2013 — 2014
Master of Business Administration (M.B.A.), Finance
University of Mary Washington 2007 — 2011
Bachelor of Science, Business Administration
SSARIS Advisors, LLC March 2014 - Present
David Lerner Associates, Inc. May 2011 - March 2014
Northwestern Mutual Financial Network September 2010 - April 2011
Westport Capital Markets December 2010 - January 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Series 7, Series 63, Fixed Income, Hedge Funds, Alternative Investments, Equities, Asset Management, Portfolio Management, Bloomberg Terminal, Novus, Evestment, Ledgex, Investments, Retirement Planning, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Planning, PowerPoint, Strategic Financial..., Risk Management, Sales, VBA, Leadership
Education
Fairfield University 2013 — 2014
Master of Business Administration (M.B.A.), Finance
University of Mary Washington 2007 — 2011
Bachelor of Science, Business Administration
Mark Manginelli Mark Manginelli's David Lerner Associates, inc. Experience December 2010 - October 2011
Job Vice President, Private Wealth Advisor
Industry Financial Services
Experience
Gladstone Wealth Group July 2014 - Present
BNI Hawks November 2013 - Present
Fountainhead Capital Management - RIA February 2013 - July 2014
International Planning Alliance October 2011 - February 2013
Park Avenue Securities October 2011 - February 2013
David Lerner Associates, inc. December 2010 - October 2011
Wells Fargo Financial February 2009 - December 2010
Skills
Retirement Planning, Investments, Fixed Annuities, Estate Planning, Series 7, Finance, Disability Insurance, Financial Advisory, Financial Services, Life Insurance, Leadership, Management, Wealth, Securities, Sales, Insurance, Portfolio Management, Equities, Mutual Funds, Risk Management, Retirement, Accident, Deferred Compensation, Series 63, Asset Management, Succession Planning, Pensions, Investment Strategies, Wealth Accumulation, IRAs, Employee Benefits, Mortgage Lending, 401k, Financial Planners, Long-term Care, Strategic Financial..., Annuities, Asset Managment, Business Planning, Small Business, Asset Allocation, Investment Advisory, Health Insurance, Term Life Insurance, Wealth Management, Financial Risk, CRM, Investment Management, Entrepreneurship, Fixed Income
Education
Ramapo College of New Jersey 2004 — 2008
B.S., Business Management, Finance
Red Bank Regional
Gladstone Wealth Group July 2014 - Present
BNI Hawks November 2013 - Present
Fountainhead Capital Management - RIA February 2013 - July 2014
International Planning Alliance October 2011 - February 2013
Park Avenue Securities October 2011 - February 2013
David Lerner Associates, inc. December 2010 - October 2011
Wells Fargo Financial February 2009 - December 2010
Skills
Retirement Planning, Investments, Fixed Annuities, Estate Planning, Series 7, Finance, Disability Insurance, Financial Advisory, Financial Services, Life Insurance, Leadership, Management, Wealth, Securities, Sales, Insurance, Portfolio Management, Equities, Mutual Funds, Risk Management, Retirement, Accident, Deferred Compensation, Series 63, Asset Management, Succession Planning, Pensions, Investment Strategies, Wealth Accumulation, IRAs, Employee Benefits, Mortgage Lending, 401k, Financial Planners, Long-term Care, Strategic Financial..., Annuities, Asset Managment, Business Planning, Small Business, Asset Allocation, Investment Advisory, Health Insurance, Term Life Insurance, Wealth Management, Financial Risk, CRM, Investment Management, Entrepreneurship, Fixed Income
Education
Ramapo College of New Jersey 2004 — 2008
B.S., Business Management, Finance
Red Bank Regional
Larry Cianciotto Larry Cianciotto's David Lerner Associates, inc. Experience May 2004 - January 2011
Job Executive Vice President, IT Staffing Solutions, MetaOption LLC
Industry Information Technology and Services
Experience
MetaOption LLC June 2014 - Present
RecruitSavvy July 2013 - November 2013
MassMutual Financial Group January 2013 - April 2013
AXA Advisors July 2012 - November 2012
National Life Group / NL Financial October 2011 - July 2012
David Lerner Associates, Inc. May 2004 - January 2011
Westwood One September 2003 - February 2004
Everest Broadband Network January 2002 - August 2003
Seimens Business Sevices November 2000 - December 2001
Excel Partner September 1999 - October 2000
Skills
Recruiting, Sales Management, CRM, Securities, Sales Operations, Investment Advisory, Financial Risk, IT Recruitment, Compliance, Series 24, Series 53, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
City University of New York-Queens College
B.A., Economics
MetaOption LLC June 2014 - Present
RecruitSavvy July 2013 - November 2013
MassMutual Financial Group January 2013 - April 2013
AXA Advisors July 2012 - November 2012
National Life Group / NL Financial October 2011 - July 2012
David Lerner Associates, Inc. May 2004 - January 2011
Westwood One September 2003 - February 2004
Everest Broadband Network January 2002 - August 2003
Seimens Business Sevices November 2000 - December 2001
Excel Partner September 1999 - October 2000
Skills
Recruiting, Sales Management, CRM, Securities, Sales Operations, Investment Advisory, Financial Risk, IT Recruitment, Compliance, Series 24, Series 53, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
City University of New York-Queens College
B.A., Economics
Anthony Chimento Anthony Chimento's David Lerner Associates, inc. Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Independent February 2015 - Present
New York Life Insurance Company June 2014 - February 2015
Madison Capital Group 2013 - 2014
David Lerner Associates, Inc. 2011 - 2012
Edward Jones 2008 - 2010
Futuretrend Financial Services 2001 - 2006
Banca di Roma 1999 - 2000
RNBNY 1989 - 1999
Irving trust 1978 - 1987
Skills
Insurance, Investments, Retirement Planning, Wealth Management, Life, Accident, Health..., Mutual Funds, Strategic Financial..., IRAs, Asset Allocation, Finance, Asset Management, Investment Advisory, Portfolio Management, Series 66, Series 7, Equities
Education
City University of New York-Hunter College
Independent February 2015 - Present
New York Life Insurance Company June 2014 - February 2015
Madison Capital Group 2013 - 2014
David Lerner Associates, Inc. 2011 - 2012
Edward Jones 2008 - 2010
Futuretrend Financial Services 2001 - 2006
Banca di Roma 1999 - 2000
RNBNY 1989 - 1999
Irving trust 1978 - 1987
Skills
Insurance, Investments, Retirement Planning, Wealth Management, Life, Accident, Health..., Mutual Funds, Strategic Financial..., IRAs, Asset Allocation, Finance, Asset Management, Investment Advisory, Portfolio Management, Series 66, Series 7, Equities
Education
City University of New York-Hunter College
Billy Dring's David Lerner Associates, inc. Experience April 2014 - Present
Job Investment Counselor
Industry Capital Markets
Experience
David Lerner Associates, Inc. April 2014 - Present
Skills
Real Estate, Microsoft Office, Small Business, Microsoft Excel, Funding, PowerPoint, Entrepreneurship, Marketing, Finance, Social Networking, Corporate Finance, Business-minded, Mathematical Analysis, Stock Trading, Financial Analysis, Portfolio Management, Value Investing, Special Situations..., Public Speaking
Education
Pace University - Lubin School of Business 2015 — 2016
Master's degree, Finance
Mercy College
Bachelor's degree, Business Administration
David Lerner Associates, Inc. April 2014 - Present
Skills
Real Estate, Microsoft Office, Small Business, Microsoft Excel, Funding, PowerPoint, Entrepreneurship, Marketing, Finance, Social Networking, Corporate Finance, Business-minded, Mathematical Analysis, Stock Trading, Financial Analysis, Portfolio Management, Value Investing, Special Situations..., Public Speaking
Education
Pace University - Lubin School of Business 2015 — 2016
Master's degree, Finance
Mercy College
Bachelor's degree, Business Administration
Alexa Trotta Alexa Trotta's David Lerner Associates, inc. Experience May 2013 - May 2014
Job Sales Coordinator at Maharam
Industry Retail
Experience
Maharam February 2015 - Present
Bloomingdale's May 2014 - February 2015
David Lerner Associates, Inc. May 2013 - May 2014
Henri Bendel March 2013 - June 2013
Long Island Village Realty, Inc. March 2013 - May 2013
Johnson City Middle School September 2012 - December 2012
Self Employed April 2008 - June 2012
Continental Television Sales June 2011 - August 2011
Bellmore-Merrick Central High School District June 2011 - August 2011
Skills
Sales, Retail, Leadership, Teamwork, Organization, Communication, Public Speaking, Research, Marketing, Mentoring, Advocacy, Event Planning, Microsoft Applications
Education
State University of New York at Binghamton 2010 — 2012
Bachelor of Arts, Economics and Philosophy, Politics and Law
Lorenzo de Medici 2012 — 2012
Culture Immersion Studies
Nassau Community College 2009 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.60/4.00
Maharam February 2015 - Present
Bloomingdale's May 2014 - February 2015
David Lerner Associates, Inc. May 2013 - May 2014
Henri Bendel March 2013 - June 2013
Long Island Village Realty, Inc. March 2013 - May 2013
Johnson City Middle School September 2012 - December 2012
Self Employed April 2008 - June 2012
Continental Television Sales June 2011 - August 2011
Bellmore-Merrick Central High School District June 2011 - August 2011
Skills
Sales, Retail, Leadership, Teamwork, Organization, Communication, Public Speaking, Research, Marketing, Mentoring, Advocacy, Event Planning, Microsoft Applications
Education
State University of New York at Binghamton 2010 — 2012
Bachelor of Arts, Economics and Philosophy, Politics and Law
Lorenzo de Medici 2012 — 2012
Culture Immersion Studies
Nassau Community College 2009 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.60/4.00
Scott Kadison Scott Kadison's David Lerner Associates, inc. Experience September 2008 - December 2009
Job BROKER / OWNER at SCOTT KADISON REAL ESTATE
Industry Real Estate
Experience
SCOTT KADISON REAL ESTATE February 2012 - Present
Scott Kadison Real Esate 1981 - 2011
David Lerner Associates, inc. September 2008 - December 2009
Skills
Real Estate, Investments, First Time Home Buyers, Selling, Buyer Representation, Single Family Homes, ABR, New Home Sales, New Homes, Listings, Foreclosures, Investment Properties, Relocation, Real Property, Referrals, Investors, Sellers, Condos, SFR, Buyers, Townhomes, Rentals, Real Estate Transactions, Luxury, REO, Short Sales
Education
Pace University - Lubin School of Business 1974 — 1977
BBA
University of Denver 1973 — 1974
SCOTT KADISON REAL ESTATE February 2012 - Present
Scott Kadison Real Esate 1981 - 2011
David Lerner Associates, inc. September 2008 - December 2009
Skills
Real Estate, Investments, First Time Home Buyers, Selling, Buyer Representation, Single Family Homes, ABR, New Home Sales, New Homes, Listings, Foreclosures, Investment Properties, Relocation, Real Property, Referrals, Investors, Sellers, Condos, SFR, Buyers, Townhomes, Rentals, Real Estate Transactions, Luxury, REO, Short Sales
Education
Pace University - Lubin School of Business 1974 — 1977
BBA
University of Denver 1973 — 1974
Tom Gounaris Tom Gounaris's David Lerner Associates, inc. Experience February 2009 - September 2010
Job Private Client Advisor at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA May 2013 - Present
HSBC Securities June 2011 - May 2013
Vateras Wealth Management September 2010 - June 2011
David Lerner Associates, Inc. February 2009 - September 2010
Education
Clemson University
Accounting and Business/Management
Southern Virginia University
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase Bank NA May 2013 - Present
HSBC Securities June 2011 - May 2013
Vateras Wealth Management September 2010 - June 2011
David Lerner Associates, Inc. February 2009 - September 2010
Education
Clemson University
Accounting and Business/Management
Southern Virginia University
Bachelor of Business Administration (B.B.A.)
Kelcey Coffin's David Lerner Associates, inc. Experience October 2010 - October 2011
Job Trader at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors Trading AssistantOctagon Credit InvestorsNovember 2011 - December 2013
David Lerner Associates, inc. October 2010 - October 2011
SEDA-Council of Governments April 2009 - August 2009
Hispanic Link News Service May 2008 - August 2008
Silver Saddle Swim Club April 2007 - September 2007
Education
Bucknell University 2006 — 2010
BA, English, Spanish, Dance
Octagon Credit Investors Trading AssistantOctagon Credit InvestorsNovember 2011 - December 2013
David Lerner Associates, inc. October 2010 - October 2011
SEDA-Council of Governments April 2009 - August 2009
Hispanic Link News Service May 2008 - August 2008
Silver Saddle Swim Club April 2007 - September 2007
Education
Bucknell University 2006 — 2010
BA, English, Spanish, Dance
Shane Birnbaum's David Lerner Associates, inc. Experience July 2012 - August 2012
Job Attorney at Law
Industry Law Practice
Experience
Bienstock & Michael, LLC March 2015 - Present
Robert P. Macchia & Associates September 2014 - March 2015
Carroll, Guido & Groffman, LLP January 2014 - April 2014
Savur Threadgold LLP May 2013 - December 2013
Sony Music Entertainment January 2013 - May 2013
Universal Music Group August 2012 - December 2012
David Lerner Associates, Inc. July 2012 - August 2012
Hon. Ariel E. Belen, Appellate Division, Second Judicial Dept. May 2012 - June 2012
Leahey and Johnson 2008 - 2011
Skills
Document Drafting, Legal Writing, Legal Research, Analysis, Negotiation, Management, Contract Law, Intellectual Property, Entertainment, Transactional Law, Licensing, Microsoft Office, Westlaw, Lexis
Education
Brooklyn Law School 2011 — 2014
Doctor of Law (JD)
Binghamton University - School of Management 2007 — 2011
B.S., Management: Concentration in Finance
Jericho High School 2003 — 2007
High School Diploma
Bienstock & Michael, LLC March 2015 - Present
Robert P. Macchia & Associates September 2014 - March 2015
Carroll, Guido & Groffman, LLP January 2014 - April 2014
Savur Threadgold LLP May 2013 - December 2013
Sony Music Entertainment January 2013 - May 2013
Universal Music Group August 2012 - December 2012
David Lerner Associates, Inc. July 2012 - August 2012
Hon. Ariel E. Belen, Appellate Division, Second Judicial Dept. May 2012 - June 2012
Leahey and Johnson 2008 - 2011
Skills
Document Drafting, Legal Writing, Legal Research, Analysis, Negotiation, Management, Contract Law, Intellectual Property, Entertainment, Transactional Law, Licensing, Microsoft Office, Westlaw, Lexis
Education
Brooklyn Law School 2011 — 2014
Doctor of Law (JD)
Binghamton University - School of Management 2007 — 2011
B.S., Management: Concentration in Finance
Jericho High School 2003 — 2007
High School Diploma
Matthew Meaney Matthew Meaney's David Lerner Associates, inc. Experience July 2010 - November 2012
Job
Industry Financial Services
Experience
PC Richard & Son May 2014 - Present
Majestic Service Company December 2012 - May 2014
David Lerner Associates, Inc. July 2010 - November 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Molloy College 2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
PC Richard & Son May 2014 - Present
Majestic Service Company December 2012 - May 2014
David Lerner Associates, Inc. July 2010 - November 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Molloy College 2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Kellee Boccanfuso Kellee Boccanfuso's David Lerner Associates, inc. Experience October 2010 - July 2012
Job Office Manager at FI Group
Industry Accounting
Experience
FI Group July 2014 - Present
Luxury Mortgage Corp July 2012 - October 2013
David Lerner Associates, inc. October 2010 - July 2012
Integrated Rehabilitation Services April 2006 - July 2010
Oxford Health Plans October 2003 - April 2006
Dr. Francis Garolfalo September 1996 - October 2003
Skills
Outlook, Invoicing, Microsoft Office, Microsoft Excel, Customer Service, Access, Sales, Credit, PowerPoint, Microsoft Word, Financial Analysis, Marketing, Financial Reporting, Salesforce.com, Finance, Account Management, Social Media, Data Entry, Insurance, Life Insurance, Term Life Insurance, Long Term Care Insurance, Life & Health Insurance...
Education
Katharine Gibbs School 1997 — 1997
Secretarial Certificate
High School
FI Group July 2014 - Present
Luxury Mortgage Corp July 2012 - October 2013
David Lerner Associates, inc. October 2010 - July 2012
Integrated Rehabilitation Services April 2006 - July 2010
Oxford Health Plans October 2003 - April 2006
Dr. Francis Garolfalo September 1996 - October 2003
Skills
Outlook, Invoicing, Microsoft Office, Microsoft Excel, Customer Service, Access, Sales, Credit, PowerPoint, Microsoft Word, Financial Analysis, Marketing, Financial Reporting, Salesforce.com, Finance, Account Management, Social Media, Data Entry, Insurance, Life Insurance, Term Life Insurance, Long Term Care Insurance, Life & Health Insurance...
Education
Katharine Gibbs School 1997 — 1997
Secretarial Certificate
High School
Elizabeth Teifer's David Lerner Associates, inc. Experience Business Deveopment ManagerChemTec Pest Control Corp.June 2009 - March 2011
Job Investment Counselor
Industry Investment Management
Experience
David Lerner Associates, inc. Business Deveopment ManagerChemTec Pest Control Corp.June 2009 - March 2011
Com-Pac International, Inc 1989 - 2008
Skills
Financial Analysis, Long-term Care, Finance, Business Planning, Business Strategy, Accounting, Asset Management, Auditing, Business Development, Insurance, Investments, Project Management, Sales Management, Strategic Financial..., Team Building, Financial Planning, Leadership, Portfolio Management, Strategic Planning
Education
Southern Illinois University, Carbondale 1986 — 1988
BS, Accounting
Shawnee Community College 1984 — 1986
AAS, Accounting
David Lerner Associates, inc. Business Deveopment ManagerChemTec Pest Control Corp.June 2009 - March 2011
Com-Pac International, Inc 1989 - 2008
Skills
Financial Analysis, Long-term Care, Finance, Business Planning, Business Strategy, Accounting, Asset Management, Auditing, Business Development, Insurance, Investments, Project Management, Sales Management, Strategic Financial..., Team Building, Financial Planning, Leadership, Portfolio Management, Strategic Planning
Education
Southern Illinois University, Carbondale 1986 — 1988
BS, Accounting
Shawnee Community College 1984 — 1986
AAS, Accounting
DeWitt Maxwell DeWitt Maxwell's David Lerner Associates, inc. Experience February 2012 - November 2012
Job Financial Advisor
Industry Financial Services
Experience
TD June 2013 - Present
David Lerner Associates, inc. February 2012 - November 2012
Amalgamated Life Insurance September 2007 - July 2012
Skills
Series 7, Series 63, Life & Health Insurance..., Wealth Management, Securities, Financial Services, Banking, FINRA, Life Insurance, Finance, Insurance, Disability Insurance, Bloomberg, Investments, Retirement, Asset Allocation, Fixed Annuities, Strategic Financial..., Series 6, Employee Benefits, Health Insurance, Retirement Planning, Alternative Investments, Mutual Funds
Education
Fairfield University 2002 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services
TD June 2013 - Present
David Lerner Associates, inc. February 2012 - November 2012
Amalgamated Life Insurance September 2007 - July 2012
Skills
Series 7, Series 63, Life & Health Insurance..., Wealth Management, Securities, Financial Services, Banking, FINRA, Life Insurance, Finance, Insurance, Disability Insurance, Bloomberg, Investments, Retirement, Asset Allocation, Fixed Annuities, Strategic Financial..., Series 6, Employee Benefits, Health Insurance, Retirement Planning, Alternative Investments, Mutual Funds
Education
Fairfield University 2002 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Ralph Fernandez's David Lerner Associates, inc. Experience March 2015 - Present
Job Investment Counselor
Industry Financial Services
Experience
David Lerner Associates, Inc. March 2015 - Present
Biz Mobile Solutions/The Appreneur Group, LLC. October 2012 - August 2014
Sullivan & Cromwell LLP March 2006 - July 2012
Citi June 1989 - February 2006
Value Line June 1988 - May 1989
Dreyfus December 1986 - May 1988
CIT January 1986 - December 1986
Skills
Leadership, Creative Problem Solving, Accounting, Managerial Skills, Finance, Financial Planning, Problem Solving, Retirement Planning, 401k Rollovers, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Limited Partnerships
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Accounting
David Lerner Associates, Inc. March 2015 - Present
Biz Mobile Solutions/The Appreneur Group, LLC. October 2012 - August 2014
Sullivan & Cromwell LLP March 2006 - July 2012
Citi June 1989 - February 2006
Value Line June 1988 - May 1989
Dreyfus December 1986 - May 1988
CIT January 1986 - December 1986
Skills
Leadership, Creative Problem Solving, Accounting, Managerial Skills, Finance, Financial Planning, Problem Solving, Retirement Planning, 401k Rollovers, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Limited Partnerships
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Accounting
Joel C. Simon Joel C. Simon's David Lerner Associates, inc. Experience January 2014 - Present
Job Seasoned Financial Services Professional with Media Interests Admitted to the New York State Bar
Industry Financial Services
Experience
David Lerner Associates, Inc. January 2014 - Present
Carr Securities September 2009 - January 2014
Not for Profit Corporation Clinic January 2012 - May 2012
Shufro, Rose & Co., LLC June 2005 - September 2008
Shufro, Rose & Co., LLC January 2003 - June 2005
Shufro, Rose & Co., LLC December 1998 - January 2003
Weill Cornell Medical College 1995 - 1997
Skills
Investments, Securities, Management, Equities, Legal Writing, Series 7, FINRA, Trading, Legal Research, AML, Due Diligence, Bloomberg, Risk Management, Licensing, Back Office, Mutual Funds, Financial Services
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2013
Doctor of Law (J.D.), Intellectual Property Law, Business Organizations
New York University 1994 — 1996
MA, Media Ecology
State University of New York at Binghamton 1989 — 1993
BA, History
Sheepshead Bay High School 1985 — 1989
David Lerner Associates, Inc. January 2014 - Present
Carr Securities September 2009 - January 2014
Not for Profit Corporation Clinic January 2012 - May 2012
Shufro, Rose & Co., LLC June 2005 - September 2008
Shufro, Rose & Co., LLC January 2003 - June 2005
Shufro, Rose & Co., LLC December 1998 - January 2003
Weill Cornell Medical College 1995 - 1997
Skills
Investments, Securities, Management, Equities, Legal Writing, Series 7, FINRA, Trading, Legal Research, AML, Due Diligence, Bloomberg, Risk Management, Licensing, Back Office, Mutual Funds, Financial Services
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2013
Doctor of Law (J.D.), Intellectual Property Law, Business Organizations
New York University 1994 — 1996
MA, Media Ecology
State University of New York at Binghamton 1989 — 1993
BA, History
Sheepshead Bay High School 1985 — 1989
devin reid's David Lerner Associates, inc. Experience January 2014 - Present
Job Receptionist at 18/8 Fine Men's Salons
Industry Marketing and Advertising
Experience
18/8 Fine Men's Salons May 2015 - Present
Deckers Brands November 2014 - Present
David Lerner Associates, Inc. January 2014 - Present
MKTG INC April 2012 - Present
Lil Bits Farm May 2008 - Present
Skills
Sales, Customer Service, Microsoft Excel, Software Documentation, Social Media Marketing, Marketing, Event Management, Marketing Communications, Social Media, Event Planning, Advertising, Marketing Strategy
Education
Providence College 2009 — 2013
Bachelor of Arts (B.A.), Social Science
Providence College
18/8 Fine Men's Salons May 2015 - Present
Deckers Brands November 2014 - Present
David Lerner Associates, Inc. January 2014 - Present
MKTG INC April 2012 - Present
Lil Bits Farm May 2008 - Present
Skills
Sales, Customer Service, Microsoft Excel, Software Documentation, Social Media Marketing, Marketing, Event Management, Marketing Communications, Social Media, Event Planning, Advertising, Marketing Strategy
Education
Providence College 2009 — 2013
Bachelor of Arts (B.A.), Social Science
Providence College
Jodi Viaud's David Lerner Associates, inc. Experience March 2011 - November 2013
Job Financial Services, Investments and Insurance for families and businesses
Industry Financial Services
Experience
Knox Grove Financial, LLC. November 2013 - Present
David Lerner Associates, Inc. March 2011 - November 2013
Rutgers University December 2008 - March 2011
American Heart Association September 2005 - July 2008
Education
Drexel University
Masters of Science
Ramapo College of New Jersey
Bachelor of Science, Communications
East Brunswick High School
Knox Grove Financial, LLC. November 2013 - Present
David Lerner Associates, Inc. March 2011 - November 2013
Rutgers University December 2008 - March 2011
American Heart Association September 2005 - July 2008
Education
Drexel University
Masters of Science
Ramapo College of New Jersey
Bachelor of Science, Communications
East Brunswick High School
Lisa Cali's David Lerner Associates, inc. Experience October 2013 - July 2014
Job Sr. Mgr, Brokerage Processing at Capital One
Industry Financial Services
Experience
Capital One August 2014 - Present
David Lerner Associates, Inc. October 2013 - July 2014
David Lerner Associates, Inc. May 2009 - October 2013
Essex National Securities, Inc July 2007 - March 2009
Essex Corporation 2000 - 2007
EAB Bank 1989 - 2000
Skills
Series 7, Compliance, Customer Service, Business Analysis, Series 24, Series 53, Series 63, FINRA, Mutual Funds, Management, Banking, Financial Services, Securities, Retirement, Fixed Annuities, Wealth Management, Relationship Management, 401k
Education
LIU Post 1986 — 1989
BS, Finance
Bryn Mawr College 1984 — 1986
Capital One August 2014 - Present
David Lerner Associates, Inc. October 2013 - July 2014
David Lerner Associates, Inc. May 2009 - October 2013
Essex National Securities, Inc July 2007 - March 2009
Essex Corporation 2000 - 2007
EAB Bank 1989 - 2000
Skills
Series 7, Compliance, Customer Service, Business Analysis, Series 24, Series 53, Series 63, FINRA, Mutual Funds, Management, Banking, Financial Services, Securities, Retirement, Fixed Annuities, Wealth Management, Relationship Management, 401k
Education
LIU Post 1986 — 1989
BS, Finance
Bryn Mawr College 1984 — 1986
Paul Fordham, Sr.'s David Lerner Associates, inc. Experience February 2007 - Present
Job Senior Vice President Investments
Industry Investment Management
Experience
David Lerner Associates, Inc. February 2007 - Present
Skills
Investments, Insurance, Retirement Planning
Education
University of North Carolina at Wilmington 1987 — 1989
MBA, Finance and International Business
North Carolina State University 1980 — 1984
Civil Engineering
David Lerner Associates, Inc. February 2007 - Present
Skills
Investments, Insurance, Retirement Planning
Education
University of North Carolina at Wilmington 1987 — 1989
MBA, Finance and International Business
North Carolina State University 1980 — 1984
Civil Engineering
Donato Ferone's David Lerner Associates, inc. Experience September 2014 - Present
Job Senior Operations Management
Industry Financial Services
Experience
David Lerner Associates, Inc. September 2014 - Present
Societe Generale May 2007 - April 2014
Canaccord Genuity Wealth Management (UK and Europe) 2005 - 2007
Commerzbank AG 2001 - 2005
Robert Fleming 1995 - 2001
Lehman Brothers 1989 - 1995
Skills
Equities, Derivatives, Hedge Funds, Bloomberg, Capital Markets, Investment Banking, Fixed Income, Trading Systems, Prime Brokerage, Securities, Structured Finance, Asset Management, Structured Products, Middle Office, Trading, Business Analysis, Interest Rate..., Credit Derivatives, Investments, Series 7, Options, Back Office
Education
New York University
Bachelor's Degree, Finance and International Business
David Lerner Associates, Inc. September 2014 - Present
Societe Generale May 2007 - April 2014
Canaccord Genuity Wealth Management (UK and Europe) 2005 - 2007
Commerzbank AG 2001 - 2005
Robert Fleming 1995 - 2001
Lehman Brothers 1989 - 1995
Skills
Equities, Derivatives, Hedge Funds, Bloomberg, Capital Markets, Investment Banking, Fixed Income, Trading Systems, Prime Brokerage, Securities, Structured Finance, Asset Management, Structured Products, Middle Office, Trading, Business Analysis, Interest Rate..., Credit Derivatives, Investments, Series 7, Options, Back Office
Education
New York University
Bachelor's Degree, Finance and International Business
Jon Serrano's David Lerner Associates, inc. Experience June 2010 - October 2011
Job Independent Media Production Professional
Industry Media Production
Experience
MetLife Investors November 2011 - December 2013
Barnum Financial Group, an Office of MetLife November 2011 - December 2013
David Lerner Associates, Inc. June 2010 - October 2011
Serrano Creative Services 1998 - June 2010
Conover Production Services 1998 - 2008
Chase Manhttan Corp. January 1986 - June 1998
Skills
Video Production, Television, Broadcast, Video, Producing, Post Production, Documentaries, Film Production, Video Editing, Media Production, Film, HD Video, Final Cut Pro, Digital Media, New Media
Education
Emerson College 1978 — 1982
Bachelor of Fine Arts (B.F.A.), Film/Cinema/Video Studies
Harrison High School 1974 — 1978
MetLife Investors November 2011 - December 2013
Barnum Financial Group, an Office of MetLife November 2011 - December 2013
David Lerner Associates, Inc. June 2010 - October 2011
Serrano Creative Services 1998 - June 2010
Conover Production Services 1998 - 2008
Chase Manhttan Corp. January 1986 - June 1998
Skills
Video Production, Television, Broadcast, Video, Producing, Post Production, Documentaries, Film Production, Video Editing, Media Production, Film, HD Video, Final Cut Pro, Digital Media, New Media
Education
Emerson College 1978 — 1982
Bachelor of Fine Arts (B.F.A.), Film/Cinema/Video Studies
Harrison High School 1974 — 1978
Mauro David Valente's David Lerner Associates, inc. Experience August 1995 - February 1996
Job Business Operations Controller at Ernst & Young
Industry Accounting
Experience
Ernst & Young May 2009 - Present
Ernst & Young July 2007 - Present
Ernst & Young October 2006 - July 2007
Ernst & Young May 2002 - October 2006
Arthur Andersen LLP September 1997 - May 2002
Ernst & Young February 1995 - September 1997
David Lerner Associates, inc. August 1995 - February 1996
Prudential Securities December 1994 - August 1995
Education
Fairleigh Dickinson University 1989 — 1996
Ernst & Young May 2009 - Present
Ernst & Young July 2007 - Present
Ernst & Young October 2006 - July 2007
Ernst & Young May 2002 - October 2006
Arthur Andersen LLP September 1997 - May 2002
Ernst & Young February 1995 - September 1997
David Lerner Associates, inc. August 1995 - February 1996
Prudential Securities December 1994 - August 1995
Education
Fairleigh Dickinson University 1989 — 1996
André Aflalo's David Lerner Associates, inc. Experience August 2002 - June 2015
Job
Industry Financial Services
Experience
Waddell & Reed July 2015 - Present
David Lerner Associates, Inc. August 2002 - June 2015
Peppers & Rogers Group August 2000 - January 2002
TMNG Global July 1998 - August 2000
Vertrue January 1997 - June 1998
Citizens Communications (formerly part of Citizens Utilities) January 1995 - December 1996
MCI Telecommunications March 1991 - December 1994
Telesphere Communications September 1989 - February 1991
MCI Telecommunications September 1986 - August 1989
General Health, Inc. August 1985 - February 1987
Skills
Investments, Management Consulting, Financial Analysis, Asset Managment, Risk Management, Portfolio Management, Strategic Financial..., Wealth Management, Equities, Alternative Investments, Financial Modeling, Series 7, Series 63, Marketing Strategy, Ethnic Marketing, Fixed Annuities, Variable Annuities, Annuity Sales, Telecommunications, Telecommunications..., CRM, Customer Profitability, Customer Lifecycle..., Bonds, IRAs, Municipal Bonds, Life Insurance, Strategy, Finance, Financial Services, Business Planning, Due Diligence, Mutual Funds, Business Strategy, Retirement Planning, Securities, Investment Strategies, Management, Asset Allocation, ETFs, Wealth Management..., Product Management, 401k Rollovers, Asset Management, Fixed Income, Investment Advisory, Investment Management, Marketing
Education
The George Washington University - School of Business 1985 — 1987
MBA
HEC Montréal 1979 — 1982
BA
Waddell & Reed July 2015 - Present
David Lerner Associates, Inc. August 2002 - June 2015
Peppers & Rogers Group August 2000 - January 2002
TMNG Global July 1998 - August 2000
Vertrue January 1997 - June 1998
Citizens Communications (formerly part of Citizens Utilities) January 1995 - December 1996
MCI Telecommunications March 1991 - December 1994
Telesphere Communications September 1989 - February 1991
MCI Telecommunications September 1986 - August 1989
General Health, Inc. August 1985 - February 1987
Skills
Investments, Management Consulting, Financial Analysis, Asset Managment, Risk Management, Portfolio Management, Strategic Financial..., Wealth Management, Equities, Alternative Investments, Financial Modeling, Series 7, Series 63, Marketing Strategy, Ethnic Marketing, Fixed Annuities, Variable Annuities, Annuity Sales, Telecommunications, Telecommunications..., CRM, Customer Profitability, Customer Lifecycle..., Bonds, IRAs, Municipal Bonds, Life Insurance, Strategy, Finance, Financial Services, Business Planning, Due Diligence, Mutual Funds, Business Strategy, Retirement Planning, Securities, Investment Strategies, Management, Asset Allocation, ETFs, Wealth Management..., Product Management, 401k Rollovers, Asset Management, Fixed Income, Investment Advisory, Investment Management, Marketing
Education
The George Washington University - School of Business 1985 — 1987
MBA
HEC Montréal 1979 — 1982
BA
Connie DeLise's David Lerner Associates, inc. Experience 1998 - 1999
Job Computer coach
Industry Financial Services
Experience
Family Service League April 2009 - Present
NestEgg Advisors, Inc. 2008 - 2009
Chase Bank 2004 - 2007
Prudential Financial 2001 - 2003
Prudential Financial 1999 - 2001
David Lerner Associates, inc. 1998 - 1999
Education
Queens College 1964 — 1968
BA
Family Service League April 2009 - Present
NestEgg Advisors, Inc. 2008 - 2009
Chase Bank 2004 - 2007
Prudential Financial 2001 - 2003
Prudential Financial 1999 - 2001
David Lerner Associates, inc. 1998 - 1999
Education
Queens College 1964 — 1968
BA
Edward Casparius's David Lerner Associates, inc. Experience September 2013 - July 2014
Job VP Fixed Income Specialist/Institutional & Retail Sales
Industry Financial Services
Experience
David Lerner Associates, Inc. September 2013 - July 2014
Interactive Data Corporation October 2011 - January 2012
IRIS Software Inc. August 2010 - May 2011
CodeStreet LLC January 2010 - July 2010
Comcast June 2009 - January 2010
Saveology.com ™ February 2009 - June 2009
Reuters November 2005 - April 2008
RBC Capital October 2002 - November 2004
McDonald Investments April 2001 - October 2002
Commerzbank Securities September 1989 - October 2000
Skills
Electronic Trading, Fixed Income, Trading Systems, Trading, Derivatives, Market Data, Capital Markets, Equity Trading, Sales, Investments, Finance, Bonds, Investment Banking, Bloomberg, Hedge Funds, Account Management, Business Intelligence, Business Development, Series 63, New Business Development, Solution Selling, Credit, Series 7, Back Office, Sales Process, Business Solutions, Project Management, Interest Rate..., Sales Operations, Business Analysis, Asset Management, CRM, Mutual Funds, Sales Management, Consulting, Electronic Trading..., Fixed Income Technology, Solutions Marketing, Product Specialists, Relationship Management, Variable Annuities, Fixed Annuities, REIT, Life Insurance, Health Insurance, Financial Markets, currency, valuation, Financial Services, lead generatiom
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Business/Chemistry
David Lerner Associates, Inc. September 2013 - July 2014
Interactive Data Corporation October 2011 - January 2012
IRIS Software Inc. August 2010 - May 2011
CodeStreet LLC January 2010 - July 2010
Comcast June 2009 - January 2010
Saveology.com ™ February 2009 - June 2009
Reuters November 2005 - April 2008
RBC Capital October 2002 - November 2004
McDonald Investments April 2001 - October 2002
Commerzbank Securities September 1989 - October 2000
Skills
Electronic Trading, Fixed Income, Trading Systems, Trading, Derivatives, Market Data, Capital Markets, Equity Trading, Sales, Investments, Finance, Bonds, Investment Banking, Bloomberg, Hedge Funds, Account Management, Business Intelligence, Business Development, Series 63, New Business Development, Solution Selling, Credit, Series 7, Back Office, Sales Process, Business Solutions, Project Management, Interest Rate..., Sales Operations, Business Analysis, Asset Management, CRM, Mutual Funds, Sales Management, Consulting, Electronic Trading..., Fixed Income Technology, Solutions Marketing, Product Specialists, Relationship Management, Variable Annuities, Fixed Annuities, REIT, Life Insurance, Health Insurance, Financial Markets, currency, valuation, Financial Services, lead generatiom
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Business/Chemistry
james mccrea's David Lerner Associates, inc. Experience June 2009 - October 2010
Job Commodity Trader/Manager
Industry International Trade and Development
Experience
Caturra Coffee Corporation June 2011 - July 2012
David Lerner Associates, Inc. June 2009 - October 2010
VJ united LLC January 2004 - 2009
Finagra January 1997 - December 2004
Phibro, Inc. June 1993 - November 1996
Louis Dreyfus Coffee June 1989 - June 1993
Cargill 1973 - 1989
Skills
Coffee, Trading, Commodity, Investments, Economics, Hedging, Emerging Markets, Commodity Markets, Business Strategy, Derivatives, Business Planning, Portfolio Management, Risk Management, International Business, Financial Markets, Trading Strategies
Education
Iowa State University 1969 — 1973
BS, Agricultural Economics
Caturra Coffee Corporation June 2011 - July 2012
David Lerner Associates, Inc. June 2009 - October 2010
VJ united LLC January 2004 - 2009
Finagra January 1997 - December 2004
Phibro, Inc. June 1993 - November 1996
Louis Dreyfus Coffee June 1989 - June 1993
Cargill 1973 - 1989
Skills
Coffee, Trading, Commodity, Investments, Economics, Hedging, Emerging Markets, Commodity Markets, Business Strategy, Derivatives, Business Planning, Portfolio Management, Risk Management, International Business, Financial Markets, Trading Strategies
Education
Iowa State University 1969 — 1973
BS, Agricultural Economics
Raymond Vallerie's David Lerner Associates, inc. Experience August 2008 - August 2009
Job Cost Basis Development Manager
Industry Financial Services
Experience
SunGard Financial Systems May 2012 - Present
Authorized Officer November 2009 - April 2012
David Lerner Associates, Inc. August 2008 - August 2009
Skills
Equities, Business Analysis, Capital Markets, Derivatives, Securities, Mutual Funds, Investments, Investment Banking, Hedge Funds, Fixed Income, Financial Services
Education
Roger Williams University 1995 — 1999
BS, Marketing
SunGard Financial Systems May 2012 - Present
Authorized Officer November 2009 - April 2012
David Lerner Associates, Inc. August 2008 - August 2009
Skills
Equities, Business Analysis, Capital Markets, Derivatives, Securities, Mutual Funds, Investments, Investment Banking, Hedge Funds, Fixed Income, Financial Services
Education
Roger Williams University 1995 — 1999
BS, Marketing
Karen Gorman's David Lerner Associates, inc. Experience 1994 - 1999
Job hr/benefits/payroll administrator at Compumedics
Industry Medical Devices
Experience
Compumedics July 2007 - Present
NBTY 2000 - 2007
David Lerner Associates, inc. 1994 - 1999
New York Life Insurance Company 1987 - 1993
Skills
Multi-State Sales Tax, ADP Payroll, Payroll Taxes, ADP ReportSmith, HRIS, Payroll, Accounts Payable, Benefits Administration, Employee Benefits, 401k, Human Resources, Ceridian Payroll System, Management, Journal Entries, Onboarding, Employee Relations
Education
Dowling College 1985 — 1987
Bachelors, Business Administration
Suffolk County Community College 1983 — 1985
Associates, Accounting
Compumedics July 2007 - Present
NBTY 2000 - 2007
David Lerner Associates, inc. 1994 - 1999
New York Life Insurance Company 1987 - 1993
Skills
Multi-State Sales Tax, ADP Payroll, Payroll Taxes, ADP ReportSmith, HRIS, Payroll, Accounts Payable, Benefits Administration, Employee Benefits, 401k, Human Resources, Ceridian Payroll System, Management, Journal Entries, Onboarding, Employee Relations
Education
Dowling College 1985 — 1987
Bachelors, Business Administration
Suffolk County Community College 1983 — 1985
Associates, Accounting
Michael Risi's David Lerner Associates, inc. Experience November 2007 - February 2009
Job Owner/President, at ZUCCO Restaurant & Pizzeria
Industry Restaurants
Experience
ZUCCO Restaurant & Pizzeria April 2015 - Present
Michael J. Risi Agency November 2013 - July 2015
Sysco Food Service Long Island April 2012 - November 2013
Michael Risi Insurance 2008 - October 2013
David Lerner Associates, inc. November 2007 - February 2009
Maines Paper and Foodservice January 2003 - November 2007
US Foodservice HARR April 2002 - January 2003
Ritter Sysco Foodservice October 1995 - April 2002
Ace Endico January 1992 - October 1995
Beckwith Point Country Club June 1987 - January 1992
Skills
Profit, Forecasting, Sales, Sales Management, Leadership, Budgets, Customer Service, Sales Operations, Pricing, Market Planning, Retirement Planning, Income Statement, Key Account Management, Key Account Development, Account Management, Grocery, Food, Inventory Management, Merchandising, P&L Management, Customer Satisfaction, Sales Process, Marketing, Logistics, Food Service, Retail, Purchasing, Team Building, National Accounts, Selling, Product Development, New Business Development, Negotiation, Marketing Strategy, B2B, Direct Sales, Operations Management, Business Planning, Competitive Analysis, Cross-functional Team..., Management, P&L, Contract Negotiation, Supply Chain, Strategic Planning, Food Industry, Inventory Control, Frozen Food, Restaurants, Catering
Education
Johnson and Wales University
Iona College 1992 — 1995
Johnson and Wales University 1988 — 1990
ZUCCO Restaurant & Pizzeria April 2015 - Present
Michael J. Risi Agency November 2013 - July 2015
Sysco Food Service Long Island April 2012 - November 2013
Michael Risi Insurance 2008 - October 2013
David Lerner Associates, inc. November 2007 - February 2009
Maines Paper and Foodservice January 2003 - November 2007
US Foodservice HARR April 2002 - January 2003
Ritter Sysco Foodservice October 1995 - April 2002
Ace Endico January 1992 - October 1995
Beckwith Point Country Club June 1987 - January 1992
Skills
Profit, Forecasting, Sales, Sales Management, Leadership, Budgets, Customer Service, Sales Operations, Pricing, Market Planning, Retirement Planning, Income Statement, Key Account Management, Key Account Development, Account Management, Grocery, Food, Inventory Management, Merchandising, P&L Management, Customer Satisfaction, Sales Process, Marketing, Logistics, Food Service, Retail, Purchasing, Team Building, National Accounts, Selling, Product Development, New Business Development, Negotiation, Marketing Strategy, B2B, Direct Sales, Operations Management, Business Planning, Competitive Analysis, Cross-functional Team..., Management, P&L, Contract Negotiation, Supply Chain, Strategic Planning, Food Industry, Inventory Control, Frozen Food, Restaurants, Catering
Education
Johnson and Wales University
Iona College 1992 — 1995
Johnson and Wales University 1988 — 1990
Natasha Miles-Lee's David Lerner Associates, inc. Experience October 2013 - Present
Job Private Wealth Management Advisory Surveillance Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
David Lerner Associates, Inc. October 2013 - Present
JPMorgan Chase February 2012 - April 2012
Morgan Stanley Smith Barney February 2007 - December 2011
AIG May 2006 - February 2007
Bank of America August 2003 - January 2006
TD Ameritrade August 1998 - May 2003
Skills
Fixed Income, Mutual Funds, Asset Management, Back Office, Portfolio Management, Trading, Asset, Series 63, Investments, Series 7, Private Equity, Securities, Compliance, Equities, Wealth Management, Financial Reporting, Banking, Derivatives, Valuation, Customer Relations, Bonds, Investment Banking, Financial Analysis, Asset Managment, Capital Markets, Asset Allocation, Customer Service, FINRA, Financial Services, Risk Management, Finance, Financial Advisory, Financial Risk, Management, Due Diligence, Bloomberg, Alternative Investments, Credit, Anti Money Laundering
Education
Binghamton University
BA, Pre-Law/Sociology
David Lerner Associates, Inc. October 2013 - Present
JPMorgan Chase February 2012 - April 2012
Morgan Stanley Smith Barney February 2007 - December 2011
AIG May 2006 - February 2007
Bank of America August 2003 - January 2006
TD Ameritrade August 1998 - May 2003
Skills
Fixed Income, Mutual Funds, Asset Management, Back Office, Portfolio Management, Trading, Asset, Series 63, Investments, Series 7, Private Equity, Securities, Compliance, Equities, Wealth Management, Financial Reporting, Banking, Derivatives, Valuation, Customer Relations, Bonds, Investment Banking, Financial Analysis, Asset Managment, Capital Markets, Asset Allocation, Customer Service, FINRA, Financial Services, Risk Management, Finance, Financial Advisory, Financial Risk, Management, Due Diligence, Bloomberg, Alternative Investments, Credit, Anti Money Laundering
Education
Binghamton University
BA, Pre-Law/Sociology
Craig Tull's David Lerner Associates, inc. Experience October 2008 - May 2014
Job Retirement Plan Specialist at Scarborough Alliance Group
Industry Financial Services
Experience
Scarborough Alliance Group May 2014 - Present
David Lerner Associates, inc. October 2008 - May 2014
IFMG March 2006 - July 2008
INDEPENDENT FINANCIAL MARKETING GROUP May 2005 - March 2006
Castle Oil Corporation July 2004 - March 2005
Starbucks January 2001 - July 2004
Skills
Mutual Funds, Customer Service, Fixed Annuities, Sales, Insurance, Outlook, Operations Management, New Business Development, Series 7, Series 63, Training, Coaching, Team Building, Banking, Team Leadership, Microsoft Excel, Securities, 529 Plans, Wealth Management, Fixed Income, Life Insurance
Education
Mercy College 2002 — 2004
Bachelor's degree, Business/Commerce, General
Westchester Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Westlake
Westlake
Scarborough Alliance Group May 2014 - Present
David Lerner Associates, inc. October 2008 - May 2014
IFMG March 2006 - July 2008
INDEPENDENT FINANCIAL MARKETING GROUP May 2005 - March 2006
Castle Oil Corporation July 2004 - March 2005
Starbucks January 2001 - July 2004
Skills
Mutual Funds, Customer Service, Fixed Annuities, Sales, Insurance, Outlook, Operations Management, New Business Development, Series 7, Series 63, Training, Coaching, Team Building, Banking, Team Leadership, Microsoft Excel, Securities, 529 Plans, Wealth Management, Fixed Income, Life Insurance
Education
Mercy College 2002 — 2004
Bachelor's degree, Business/Commerce, General
Westchester Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Westlake
Westlake
Bonnie Steinberg's David Lerner Associates, inc. Experience July 2010 - June 2012
Job Accounting Support and Bookkeeper at The Island Group
Industry Accounting
Experience
The Island Group April 2013 - Present
David Lerner Associates, inc. July 2010 - June 2012
Fortunoff July 1994 - February 2009
Fortunoff October 1980 - February 1987
Skills
Cash Flow, Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Accounting, Accounts Payable, Financial Reporting, Customer Service, PowerPoint, Access, Inventory Management, Auditing, Journal Entries, Invoicing, Process Improvement, Strategic Planning, Retail, Financial Statements, Quickbooks, Data Analysis, Data Entry, Finance, Analysis, QuickBooks
Education
Hofstra University 1981 — 1984
Bachelors, Business Administration
The Island Group April 2013 - Present
David Lerner Associates, inc. July 2010 - June 2012
Fortunoff July 1994 - February 2009
Fortunoff October 1980 - February 1987
Skills
Cash Flow, Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Accounting, Accounts Payable, Financial Reporting, Customer Service, PowerPoint, Access, Inventory Management, Auditing, Journal Entries, Invoicing, Process Improvement, Strategic Planning, Retail, Financial Statements, Quickbooks, Data Analysis, Data Entry, Finance, Analysis, QuickBooks
Education
Hofstra University 1981 — 1984
Bachelors, Business Administration
Theresa Pellicano's David Lerner Associates, inc. Experience November 2005 - November 2006
Job Project CoordinatorNonProp Fixed Annuities at MetLife/Allsource Staffing
Industry Insurance
Experience
MetLife/Allsource Staffing May 2014 - Present
MetLife October 2009 - February 2014
Merrill Lynch March 2007 - January 2009
David Lerner Associates, Inc. November 2005 - November 2006
Raritan Valley Healthcare, Inc. November 1997 - February 2005
Skills
Relationship..., Credibility, follow..., Service and Outcome..., Leadership, Insurance, Life Insurance, Training, Management, Sales, Investments, Customer Service, Software Documentation, Finance, Sales Operations, Fixed Annuities, Series 7, Series 63, Underwriting
Education
Kingsborough Community College 1976 — 1978
Nursing
Raritan Valley Community College
General Studies
MetLife/Allsource Staffing May 2014 - Present
MetLife October 2009 - February 2014
Merrill Lynch March 2007 - January 2009
David Lerner Associates, Inc. November 2005 - November 2006
Raritan Valley Healthcare, Inc. November 1997 - February 2005
Skills
Relationship..., Credibility, follow..., Service and Outcome..., Leadership, Insurance, Life Insurance, Training, Management, Sales, Investments, Customer Service, Software Documentation, Finance, Sales Operations, Fixed Annuities, Series 7, Series 63, Underwriting
Education
Kingsborough Community College 1976 — 1978
Nursing
Raritan Valley Community College
General Studies
Michael Beaton's David Lerner Associates, inc. Experience May 2007 - August 2010
Job IT Systems Administrator
Industry Information Technology and Services
Experience
TD Securities, Toronto Dominon Bank July 2014 - Present
Proviatek, Inc. September 2012 - July 2014
Obsidian Financial Group September 2011 - August 2012
David Lerner Associates, inc. May 2007 - August 2010
Skills
Sales, Investments, Finance, Communication, Active Directory, Information Technology, Troubleshooting, Networking
Education
Mercy College 2001 — 2004
B.A., Business Management
Fulton-/montgomery Community College 1998 — 2001
A.S., General Studies
TD Securities, Toronto Dominon Bank July 2014 - Present
Proviatek, Inc. September 2012 - July 2014
Obsidian Financial Group September 2011 - August 2012
David Lerner Associates, inc. May 2007 - August 2010
Skills
Sales, Investments, Finance, Communication, Active Directory, Information Technology, Troubleshooting, Networking
Education
Mercy College 2001 — 2004
B.A., Business Management
Fulton-/montgomery Community College 1998 — 2001
A.S., General Studies
Jerred Duncan's David Lerner Associates, inc. Experience February 2011 - July 2011
Job RDA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
David Lerner Associates, inc. February 2011 - July 2011
Education
Florida Atlantic University 2001 — 2003
Business Management/Marketing
Merrill Lynch May 2011 - Present
David Lerner Associates, inc. February 2011 - July 2011
Education
Florida Atlantic University 2001 — 2003
Business Management/Marketing
Sal Strazzera's David Lerner Associates, inc. 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
Jack Planchard's David Lerner Associates, inc. Experience 1998 - 1998
Job President of JSR Advisors LLC at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance November 2012 - Present
TD Ameritrade April 2010 - June 2012
TD Wealth Management Services Inc. April 2008 - April 2010
Bancnorth Investment Group March 2008 - April 2010
New York Life Insurance Company April 2006 - April 2008
New York Life New York Life March 2006 - March 2008
JP Financial January 2002 - March 2006
MONY December 1999 - January 2002
Mony Group January 1999 - January 2002
David Lerner Associates, inc. 1998 - 1998
Skills
Annuities, Bonds, Securities, Asset, Investment Products, Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Management, Investment Advisory, Portfolio Management, Insurance, 401k, Financial Analysis, Pensions, Retirement, Investment Strategies, Fixed Income, Banking, Long Term Care, Risk Management, Wealth, IRA's, Alternative Investments, Financial Planning, Equities, Insurance Planning, Brokerage, Estate Planning, Due Diligence, Small Business, Options, Series 65, Financial Advisory, ETFs, Financial Markets, Trading
Education
Ramapo College of New Jersey 1997 — 1998
BS, Finance
Rutgers Business School 1995 — 1997
BS, Finance
Bergen Community College 1992 — 1994
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Farmers Insurance November 2012 - Present
TD Ameritrade April 2010 - June 2012
TD Wealth Management Services Inc. April 2008 - April 2010
Bancnorth Investment Group March 2008 - April 2010
New York Life Insurance Company April 2006 - April 2008
New York Life New York Life March 2006 - March 2008
JP Financial January 2002 - March 2006
MONY December 1999 - January 2002
Mony Group January 1999 - January 2002
David Lerner Associates, inc. 1998 - 1998
Skills
Annuities, Bonds, Securities, Asset, Investment Products, Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Management, Investment Advisory, Portfolio Management, Insurance, 401k, Financial Analysis, Pensions, Retirement, Investment Strategies, Fixed Income, Banking, Long Term Care, Risk Management, Wealth, IRA's, Alternative Investments, Financial Planning, Equities, Insurance Planning, Brokerage, Estate Planning, Due Diligence, Small Business, Options, Series 65, Financial Advisory, ETFs, Financial Markets, Trading
Education
Ramapo College of New Jersey 1997 — 1998
BS, Finance
Rutgers Business School 1995 — 1997
BS, Finance
Bergen Community College 1992 — 1994
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Elia (Leo) DiBlasi's David Lerner Associates, inc. Experience 2012 - 2012
Job Sunshine Floors
Industry Wholesale
Experience
Sunshine Floor Supples October 2012 - Present
David Lerner Associates, inc. 2012 - 2012
Marble Systems Inc. November 2010 - November 2011
Jerusalem Heights June 2009 - August 2010
J C Bargus February 2009 - August 2010
Skills
Excel, Sales Management, Merchandising, Customer Service, Purchasing, Microsoft Office
Education
Framingham State College 1978 — 1979
none, Business
Sunshine Floor Supples October 2012 - Present
David Lerner Associates, inc. 2012 - 2012
Marble Systems Inc. November 2010 - November 2011
Jerusalem Heights June 2009 - August 2010
J C Bargus February 2009 - August 2010
Skills
Excel, Sales Management, Merchandising, Customer Service, Purchasing, Microsoft Office
Education
Framingham State College 1978 — 1979
none, Business
A.J. Nadim's David Lerner Associates, inc. Experience October 2012 - October 2013
Job Investment Consultant at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. October 2012 - October 2013
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Investments
Education
State University of New York College at Old Westbury 2005 — 2008
Bachelor's degree, Politics, Economics & Law
David Lerner Associates, Inc. October 2012 - October 2013
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Investments
Education
State University of New York College at Old Westbury 2005 — 2008
Bachelor's degree, Politics, Economics & Law
Jose Tomas Giraldo's David Lerner Associates, inc. Experience January 2012 - July 2012
Job Pref Act Opening & Srvs Sr Rep at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge September 2013 - Present
David Lerner Associates, inc. January 2012 - July 2012
System Cargo Express January 2011 - December 2011
Las Palmas Restaurant LLC June 2009 - June 2010
Barclays Capital June 1986 - June 2009
Education
Pace University 1986 — 1990
BS, Computer Science
Merrill Edge September 2013 - Present
David Lerner Associates, inc. January 2012 - July 2012
System Cargo Express January 2011 - December 2011
Las Palmas Restaurant LLC June 2009 - June 2010
Barclays Capital June 1986 - June 2009
Education
Pace University 1986 — 1990
BS, Computer Science
Brendan Lavin's David Lerner Associates, inc. Experience March 2013 - August 2013
Job Risk Management Audit Associate
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. August 2013 - March 2014
David Lerner Associates, Inc. March 2013 - August 2013
David Lerner Associates, Inc. July 2011 - February 2013
Skills
Financial Analysis, PowerPoint, Series 7, Securities, FINRA, Microsoft Office, Mutual Funds, Fixed Income, Risk Management, Portfolio Management, Financial Services, Finance, Bloomberg, Operational Risk
Education
Marist College 2008 — 2011
Bachelor's degree, Finance, General
Morgan Stanley April 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. August 2013 - March 2014
David Lerner Associates, Inc. March 2013 - August 2013
David Lerner Associates, Inc. July 2011 - February 2013
Skills
Financial Analysis, PowerPoint, Series 7, Securities, FINRA, Microsoft Office, Mutual Funds, Fixed Income, Risk Management, Portfolio Management, Financial Services, Finance, Bloomberg, Operational Risk
Education
Marist College 2008 — 2011
Bachelor's degree, Finance, General
Rocco J. Lafaro's David Lerner Associates, inc. Experience August 2008 - May 2011
Job Vice President Investments. Aegis Capital Corp.
Industry Financial Services
Experience
Aegis Capital September 2011 - Present
David Lerner Associates, inc. August 2008 - May 2011
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Asset Management, Equities, Series 63, Securities, Bonds, ETFs, Life Insurance, IRAs, Fixed Annuities, Wealth Management, Fixed Income, Investment Strategies, Investment Advisory, FINRA, Series 65, Municipal Bonds, Roth IRA
Education
Pace University 2002 — 2006
B.A., History
Stepinac High School 1996 — 2000
Aegis Capital September 2011 - Present
David Lerner Associates, inc. August 2008 - May 2011
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Asset Management, Equities, Series 63, Securities, Bonds, ETFs, Life Insurance, IRAs, Fixed Annuities, Wealth Management, Fixed Income, Investment Strategies, Investment Advisory, FINRA, Series 65, Municipal Bonds, Roth IRA
Education
Pace University 2002 — 2006
B.A., History
Stepinac High School 1996 — 2000
Jamie Pelletier's David Lerner Associates, inc. Experience December 2013 - March 2014
Job Account Executive
Industry Banking
Experience
Wells Fargo April 2014 - January 2015
David Lerner Associates, Inc. December 2013 - March 2014
White Cap Technologies December 2011 - February 2013
Verizon Wireless July 2008 - February 2010
BankUnited August 2007 - July 2008
Wilmington Finance January 2005 - May 2007
Long Beach Mortgage November 2002 - December 2004
Conseco Finance November 1996 - November 2002
Skills
Series 7, Series 63, CT Insurance Producer..., Account Development, Customer Relationship..., Sales Training & Team..., Region & Territory..., Sales Presentation, Product Research &...
Education
Southern Connecticut State University
Bachelor of Science in Business Administration, Management
Wells Fargo April 2014 - January 2015
David Lerner Associates, Inc. December 2013 - March 2014
White Cap Technologies December 2011 - February 2013
Verizon Wireless July 2008 - February 2010
BankUnited August 2007 - July 2008
Wilmington Finance January 2005 - May 2007
Long Beach Mortgage November 2002 - December 2004
Conseco Finance November 1996 - November 2002
Skills
Series 7, Series 63, CT Insurance Producer..., Account Development, Customer Relationship..., Sales Training & Team..., Region & Territory..., Sales Presentation, Product Research &...
Education
Southern Connecticut State University
Bachelor of Science in Business Administration, Management
Anne-Marie Rodriguez's David Lerner Associates, inc. Experience 2008 - 2010
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Real Estate Investor/General Contractor January 2000 - Present
MassMutual Financial Group September 2013 - April 2015
JPMorgan Chase 2011 - August 2013
David Lerner Associates, inc. 2008 - 2010
Pyramid Management Group 2006 - 2009
Skills
Retirement Planning, Series 7, Series 63, Life Insurance, Management, Investments, Financial Services, Retirement, Insurance, Finance, Securities, Financial Planning, Mutual Funds, Fixed Annuities, Leadership, Wealth Management, Portfolio Management
Education
Ramapo College of New Jersey 1995 — 1999
Mahwah High School
New York Life Insurance Company May 2015 - Present
Real Estate Investor/General Contractor January 2000 - Present
MassMutual Financial Group September 2013 - April 2015
JPMorgan Chase 2011 - August 2013
David Lerner Associates, inc. 2008 - 2010
Pyramid Management Group 2006 - 2009
Skills
Retirement Planning, Series 7, Series 63, Life Insurance, Management, Investments, Financial Services, Retirement, Insurance, Finance, Securities, Financial Planning, Mutual Funds, Fixed Annuities, Leadership, Wealth Management, Portfolio Management
Education
Ramapo College of New Jersey 1995 — 1999
Mahwah High School
Lyne Craig's David Lerner Associates, inc. Experience January 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
David Lerner Associates, Inc. January 2012 - Present
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), International Business, Finance
David Lerner Associates, Inc. January 2012 - Present
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), International Business, Finance
Ellen Ford's David Lerner Associates, inc. Experience March 2007 - Present
Job Marketing/Creative Services at David Lerner Associates, inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. March 2007 - Present
EBF Design January 1998 - March 2007
Bank of America January 1992 - December 1997
Skills
Marketing Strategy, Direct Marketing, Art Direction, Marketing Communications, Social Media Marketing, Advertising, Creative Direction, Account Management, New Business Development, Marketing, Integrated Marketing, Brand Development, Email Marketing, Trade Shows, Corporate Branding, Online Marketing, Strategic Partnerships, Direct Mail, B2B, Interactive Marketing, Social Media, B2B Marketing, Digital Marketing, Lead Generation, Digital Strategy, Market Research
Education
SUNY New Paltz 1981 — 1985
Bachelor of Fine Arts (BFA), Graphic Design
David Lerner Associates, Inc. March 2007 - Present
EBF Design January 1998 - March 2007
Bank of America January 1992 - December 1997
Skills
Marketing Strategy, Direct Marketing, Art Direction, Marketing Communications, Social Media Marketing, Advertising, Creative Direction, Account Management, New Business Development, Marketing, Integrated Marketing, Brand Development, Email Marketing, Trade Shows, Corporate Branding, Online Marketing, Strategic Partnerships, Direct Mail, B2B, Interactive Marketing, Social Media, B2B Marketing, Digital Marketing, Lead Generation, Digital Strategy, Market Research
Education
SUNY New Paltz 1981 — 1985
Bachelor of Fine Arts (BFA), Graphic Design
Loreto Testani's David Lerner Associates, inc. Experience March 2002 - June 2015
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
David Lerner Associates, Inc. March 2002 - June 2015
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Financial Planning, Asset Management, Securities, Mutual Funds, Portfolio Management, Financial Services
Education
Hofstra University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo Advisors June 2015 - Present
David Lerner Associates, Inc. March 2002 - June 2015
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Financial Planning, Asset Management, Securities, Mutual Funds, Portfolio Management, Financial Services
Education
Hofstra University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Martin R. Hernandez's David Lerner Associates, inc. Experience January 2004 - August 2004
Job Vice President Relationship Manager
Industry Banking
Experience
Indus American Bank March 2014 - Present
The Provident Bank June 2010 - March 2014
Commerce Bank/ TD Bank January 2005 - June 2010
David Lerner Associates, Inc. January 2004 - August 2004
ABN AMRO Bank N.V. December 2002 - June 2003
PNC August 2000 - December 2002
New York Life Insurance Company April 2000 - August 2000
MetLife September 1999 - April 2000
AriZona Beverage Co. June 1998 - April 1999
Coca-Cola Enterprises March 1983 - June 1998
Skills
Small Business Lending, Commercial Lending, Loans, Consumer Lending, Credit, Commercial Banking, Banking, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Retail Banking, Relationship Management, Credit Analysis, Branch Management, Loan Origination, Cross Selling, Sales, Asset Based Lending, Mortgage Banking, Investments, Mutual Funds, Branch Banking, Portfolio Management, Cash Management, Coaching, Underwriting, Refinance, Construction Loans, Leadership, Business Development, Finance, Residential Mortgages, Financial Services, Treasury Management, Deposits, Strategic Financial..., Private Banking, Sales Management, Wealth Management, Credit Risk, Merchant Services, Home Equity Loans, Real Estate, Small Business, Customer Retention, Risk Management, Funding, Home Equity Lines of..., New Jersey Life..., New Jersey Health...
Education
City College of San Francisco
Drew College Preparatory School
Indus American Bank March 2014 - Present
The Provident Bank June 2010 - March 2014
Commerce Bank/ TD Bank January 2005 - June 2010
David Lerner Associates, Inc. January 2004 - August 2004
ABN AMRO Bank N.V. December 2002 - June 2003
PNC August 2000 - December 2002
New York Life Insurance Company April 2000 - August 2000
MetLife September 1999 - April 2000
AriZona Beverage Co. June 1998 - April 1999
Coca-Cola Enterprises March 1983 - June 1998
Skills
Small Business Lending, Commercial Lending, Loans, Consumer Lending, Credit, Commercial Banking, Banking, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Retail Banking, Relationship Management, Credit Analysis, Branch Management, Loan Origination, Cross Selling, Sales, Asset Based Lending, Mortgage Banking, Investments, Mutual Funds, Branch Banking, Portfolio Management, Cash Management, Coaching, Underwriting, Refinance, Construction Loans, Leadership, Business Development, Finance, Residential Mortgages, Financial Services, Treasury Management, Deposits, Strategic Financial..., Private Banking, Sales Management, Wealth Management, Credit Risk, Merchant Services, Home Equity Loans, Real Estate, Small Business, Customer Retention, Risk Management, Funding, Home Equity Lines of..., New Jersey Life..., New Jersey Health...
Education
City College of San Francisco
Drew College Preparatory School
Francie Brown's David Lerner Associates, inc. Experience January 1992 - March 2000
Job Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2009 - Present
AG Edwards & Sons March 2000 - May 2009
David Lerner Associates, Inc. January 1992 - March 2000
Education
Nassau Community College 1992 — 1995
Associate's Degree
Wells Fargo Advisors, LLC June 2009 - Present
AG Edwards & Sons March 2000 - May 2009
David Lerner Associates, Inc. January 1992 - March 2000
Education
Nassau Community College 1992 — 1995
Associate's Degree
Gary Aronowitz's David Lerner Associates, inc. Experience September 1996 - November 1999
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - Present
New York Life Insurance Company November 1999 - December 2009
David Lerner Associates, inc. September 1996 - November 1999
Education
New York University School of Law 1975 — 1978
LL.M, Taxation
Northeastern University School of Law 1970 — 1973
J.D., Law
Baruch College, City University of New York (CUNY) 1967 — 1970
BBA, Accounting
The Bronx High School of Science 1962 — 1965
Academic
New York Life Insurance Company January 2010 - Present
New York Life Insurance Company November 1999 - December 2009
David Lerner Associates, inc. September 1996 - November 1999
Education
New York University School of Law 1975 — 1978
LL.M, Taxation
Northeastern University School of Law 1970 — 1973
J.D., Law
Baruch College, City University of New York (CUNY) 1967 — 1970
BBA, Accounting
The Bronx High School of Science 1962 — 1965
Academic
Jeanne Koch's David Lerner Associates, inc. Experience November 2010 - December 2013
Job Human Resources Generalist
Industry Human Resources
Experience
St. Francis Hospital April 2015 - Present
David Lerner Associates, Inc. November 2010 - December 2013
Sylvan Learning Center- Lynbrook January 2002 - January 2009
Sylvan Learning Center-Garden City January 2001 - February 2002
Sylvan Technology Center October 1999 - December 2000
Skills
Succession Planning, Employee Benefits, Benefits Administration, Human Resources, Onboarding, HRIS, Employee Relations, New Hire Orientations, Performance Management, Recruiting, Deferred Compensation, Applicant Tracking..., Sourcing, Talent Acquisition, Team Building, Workforce Planning, Organizational...
Education
St. John's Univeristy 1998 — 2000
B.S. Elementary Education
Nassau Community College 1995 — 1998
A.A. Liberal Arts and Science
St. Francis Hospital April 2015 - Present
David Lerner Associates, Inc. November 2010 - December 2013
Sylvan Learning Center- Lynbrook January 2002 - January 2009
Sylvan Learning Center-Garden City January 2001 - February 2002
Sylvan Technology Center October 1999 - December 2000
Skills
Succession Planning, Employee Benefits, Benefits Administration, Human Resources, Onboarding, HRIS, Employee Relations, New Hire Orientations, Performance Management, Recruiting, Deferred Compensation, Applicant Tracking..., Sourcing, Talent Acquisition, Team Building, Workforce Planning, Organizational...
Education
St. John's Univeristy 1998 — 2000
B.S. Elementary Education
Nassau Community College 1995 — 1998
A.A. Liberal Arts and Science
Craig Zecca's David Lerner Associates, inc. Experience March 2013 - Present
Job Assistant Manager Cashiering Department at David Lerner Associates, Inc.
Industry Accounting
Experience
David Lerner Associates, Inc. March 2013 - Present
David Lerner Associates, inc. January 2011 - March 2013
Education
Hofstra University 2007 — 2009
B.B.A, Accounting
David Lerner Associates, Inc. March 2013 - Present
David Lerner Associates, inc. January 2011 - March 2013
Education
Hofstra University 2007 — 2009
B.B.A, Accounting
Candice Bethel's David Lerner Associates, inc. Experience
Job Assistant Branch Operations Manager at David Lerner Associates, inc.
Industry Financial Services
Experience
David Lerner Associates, inc.
Skills
Series 7, Series 24, Series 63, Mutual Funds, Investments, Life Insurance
Education
New York University 1999 — 2002
Mathematics
Hofstra University
BA, Economics, Minor in Mathematics
David Lerner Associates, inc.
Skills
Series 7, Series 24, Series 63, Mutual Funds, Investments, Life Insurance
Education
New York University 1999 — 2002
Mathematics
Hofstra University
BA, Economics, Minor in Mathematics
Stuart Schrenzel's David Lerner Associates, inc. Experience 2010 - Present
Job Investment Counselor at David Lerner Associates
Industry Financial Services
Experience
David Lerner Associates, inc. 2010 - Present
Century 21 Concept 100 2011 - Present
Re/Max Integrity Dumont NJ May 2010 - January 2011
Dick O"Coonor Real Estate June 2001 - May 2010
Shuttle-Tex Inc September 1986 - April 2001
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Insurance Planning, Investment Advisory, Wealth Management, Financial Planning, Long Term Care, Asset Allocation, Investments, Securities, Retirement Income..., Estate Planning, Financial Advisory, Asset Management, Equities, Portfolio Management, Financial Analysis, Insurance, Asset, Wealth, Fixed Income, Loans, Finance, Credit, Brokerage
Education
Purdue University 1980 — 1985
BS, Business
Purdue University 1980 — 1985
Bachelor of Science (BS), Business/Managerial Economics
David Lerner Associates, inc. 2010 - Present
Century 21 Concept 100 2011 - Present
Re/Max Integrity Dumont NJ May 2010 - January 2011
Dick O"Coonor Real Estate June 2001 - May 2010
Shuttle-Tex Inc September 1986 - April 2001
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Insurance Planning, Investment Advisory, Wealth Management, Financial Planning, Long Term Care, Asset Allocation, Investments, Securities, Retirement Income..., Estate Planning, Financial Advisory, Asset Management, Equities, Portfolio Management, Financial Analysis, Insurance, Asset, Wealth, Fixed Income, Loans, Finance, Credit, Brokerage
Education
Purdue University 1980 — 1985
BS, Business
Purdue University 1980 — 1985
Bachelor of Science (BS), Business/Managerial Economics
Robert DiDomenico's David Lerner Associates, inc. Experience November 2011 - April 2012
Job IRS
Industry Government Administration
Experience
Internal Revenue Service February 2013 - Present
David Lerner Associates, inc. November 2011 - April 2012
Bankers Conseco Life Insurance Company December 2010 - September 2011
FBR September 2007 - July 2010
Prudential Financial June 1986 - July 2007
Skills
Series 24, Series 63, Securities, Equity Trading, Series 7
Education
Manhattan College 1977 — 1981
BS, Biochemistry / Mathematics(Minor)
Internal Revenue Service February 2013 - Present
David Lerner Associates, inc. November 2011 - April 2012
Bankers Conseco Life Insurance Company December 2010 - September 2011
FBR September 2007 - July 2010
Prudential Financial June 1986 - July 2007
Skills
Series 24, Series 63, Securities, Equity Trading, Series 7
Education
Manhattan College 1977 — 1981
BS, Biochemistry / Mathematics(Minor)
John Andronikides's David Lerner Associates, inc. Experience January 2005 - May 2014
Job IT Professional, Freelance Production Assistant
Industry Information Technology and Services
Experience
David Lerner Associates, Inc. January 2005 - May 2014
New York Institute of Technology September 2011 - December 2013
North Atlantic Industries October 2002 - December 2004
Skills
Microsoft SQL Server, Troubleshooting, Networking, Windows Server, Windows, Active Directory, Writing, Social Networking, Video Production, PowerPoint
Education
New York Institute of Technology 2011 — 2013
Master's Degree, Film/TV Production
Briarcliffe College 2002 — 2004
Bachelor's Degree, Information Technology
David Lerner Associates, Inc. January 2005 - May 2014
New York Institute of Technology September 2011 - December 2013
North Atlantic Industries October 2002 - December 2004
Skills
Microsoft SQL Server, Troubleshooting, Networking, Windows Server, Windows, Active Directory, Writing, Social Networking, Video Production, PowerPoint
Education
New York Institute of Technology 2011 — 2013
Master's Degree, Film/TV Production
Briarcliffe College 2002 — 2004
Bachelor's Degree, Information Technology
Edward Finocchiaro's David Lerner Associates, inc. Experience September 1997 - June 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
David Lerner Associates, inc. September 1997 - June 2015
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Estate Planning, Fixed Income, Alternative Investments, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Series 63, Securities, Bonds, Equities, Portfolio Management, Asset Allocation, Investments, Asset Management, Investment Strategies, Retirement
Education
Hofstra University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Advisors June 2015 - Present
David Lerner Associates, inc. September 1997 - June 2015
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Estate Planning, Fixed Income, Alternative Investments, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Series 63, Securities, Bonds, Equities, Portfolio Management, Asset Allocation, Investments, Asset Management, Investment Strategies, Retirement
Education
Hofstra University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Alex Velazquez's David Lerner Associates, inc. Experience ParaplannerRaymond James Financial Inc.February 2014 - Present
Job CFS Associate at Northwestern Mutual
Industry Financial Services
Experience
David Lerner Associates, Inc. ParaplannerRaymond James Financial Inc.February 2014 - Present
TGI Fridays May 2009 - August 2011
Westchester County 2011 - 2011
Camp Summer Fun 2004 - 2010
Skills
Customer Service, Microsoft Office, Data Entry, PowerPoint, Microsoft Word, Microsoft Excel, Political Science, Public Speaking
Education
SUNY Oneonta 2009 — 2011
Bachelor of Science (B.S.), Political Science and Government, 3.3
SUNY Oneonta
Bachelor of Science (B.S.), Political Science and Government
David Lerner Associates, Inc. ParaplannerRaymond James Financial Inc.February 2014 - Present
TGI Fridays May 2009 - August 2011
Westchester County 2011 - 2011
Camp Summer Fun 2004 - 2010
Skills
Customer Service, Microsoft Office, Data Entry, PowerPoint, Microsoft Word, Microsoft Excel, Political Science, Public Speaking
Education
SUNY Oneonta 2009 — 2011
Bachelor of Science (B.S.), Political Science and Government, 3.3
SUNY Oneonta
Bachelor of Science (B.S.), Political Science and Government
Paul Hyndman's David Lerner Associates, inc. Experience February 2012 - January 2013
Job Assistant Branch Manager at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car June 2013 - Present
The Prudential Insurance Company of America January 2013 - May 2013
David Lerner Associates, inc. February 2012 - January 2013
Skills
Investments, Finance, Mutual Funds, Fixed Annuities, Portfolio Management, Equities, Strategic Financial..., Asset Management, Series 7, Life Insurance, Retirement Planning, Retirement, Insurance, Series 63, Asset Allocation
Education
SUNY Cortland 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Putnam Valley High School 2003 — 2007
Enterprise Rent-A-Car June 2013 - Present
The Prudential Insurance Company of America January 2013 - May 2013
David Lerner Associates, inc. February 2012 - January 2013
Skills
Investments, Finance, Mutual Funds, Fixed Annuities, Portfolio Management, Equities, Strategic Financial..., Asset Management, Series 7, Life Insurance, Retirement Planning, Retirement, Insurance, Series 63, Asset Allocation
Education
SUNY Cortland 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Putnam Valley High School 2003 — 2007
Matthew Chirico's David Lerner Associates, inc. Experience May 2013 - May 2015
Job Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2015 - Present
David Lerner Associates, Inc. May 2013 - May 2015
Onward Healthcare April 2010 - January 2013
Prudential Financial July 2009 - November 2009
Junk my Car March 2008 - June 2009
Skills
Customer Service, Sales Operations, Sales Support Tools, Operations Management, Administrative..., Contract Management, Data Analysis, Sales, Management, Negotiation, Recruiting, Microsoft Office, Call Centers, Salesforce.com, Account Management, Customer Retention, Social Networking, Microsoft Excel, Time Management, Teamwork, Customer Satisfaction, Cold Calling
Education
Southern New Hampshire University 2013 — 2015
Bachelor’s Degree, Operations Management and Supervision
Eastern Connecticut State University
RBC Wealth Management May 2015 - Present
David Lerner Associates, Inc. May 2013 - May 2015
Onward Healthcare April 2010 - January 2013
Prudential Financial July 2009 - November 2009
Junk my Car March 2008 - June 2009
Skills
Customer Service, Sales Operations, Sales Support Tools, Operations Management, Administrative..., Contract Management, Data Analysis, Sales, Management, Negotiation, Recruiting, Microsoft Office, Call Centers, Salesforce.com, Account Management, Customer Retention, Social Networking, Microsoft Excel, Time Management, Teamwork, Customer Satisfaction, Cold Calling
Education
Southern New Hampshire University 2013 — 2015
Bachelor’s Degree, Operations Management and Supervision
Eastern Connecticut State University
joseph pickard's David Lerner Associates, inc. Experience July 2002 - Present
Job General Counsel at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. July 2002 - Present
GBI Capital Partners March 1997 - February 2002
Oppenheimer & Co. March 1997 - February 2002
Shearson Lehman 1987 - 1991
Skills
Securities Regulation, Securities Litigation, Employment Law
Education
Brooklyn Law School 1982 — 1985
Juris Doctor, Law
Franklin & Marshall College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Syosset High School
David Lerner Associates, Inc. July 2002 - Present
GBI Capital Partners March 1997 - February 2002
Oppenheimer & Co. March 1997 - February 2002
Shearson Lehman 1987 - 1991
Skills
Securities Regulation, Securities Litigation, Employment Law
Education
Brooklyn Law School 1982 — 1985
Juris Doctor, Law
Franklin & Marshall College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Syosset High School
Carol McCrossen's David Lerner Associates, inc. Experience 1993 - 1998
Job Director at Moffat Library of Washingtonville
Industry Libraries
Experience
Moffat Library of Washingtonville 2009 - Present
Moffat Library of Washingtonville 2001 - 2009
Glen Cove Public Library 1998 - 2001
David Lerner Associates, Inc. 1993 - 1998
Skills
Library Management, Administration, Public Libraries, Budgeting, Research, Collection Development, Library Instruction, Library, Library Science, Local History, HTML, WordPress, Microsoft Office
Education
LIU Post 2013 — 2015
Advanced Certificate in Public Library Administration, Public Library Administration & Management
LIU Post 1996 — 1999
Master of Library & Information Science (MLS), Library Science
State University of New York at Albany 1987 — 1990
Bachelor of Science (B.S.), Sociology / Theatre
Moffat Library of Washingtonville 2009 - Present
Moffat Library of Washingtonville 2001 - 2009
Glen Cove Public Library 1998 - 2001
David Lerner Associates, Inc. 1993 - 1998
Skills
Library Management, Administration, Public Libraries, Budgeting, Research, Collection Development, Library Instruction, Library, Library Science, Local History, HTML, WordPress, Microsoft Office
Education
LIU Post 2013 — 2015
Advanced Certificate in Public Library Administration, Public Library Administration & Management
LIU Post 1996 — 1999
Master of Library & Information Science (MLS), Library Science
State University of New York at Albany 1987 — 1990
Bachelor of Science (B.S.), Sociology / Theatre
Martin Palais's David Lerner Associates, inc. Experience November 2000 - December 2001
Job Sales Associate at Sterling National Bank
Industry Banking
Experience
Sterling National Bank July 2014 - Present
KeyBank March 2013 - July 2014
Citi January 2002 - March 2013
David Lerner Associates, Inc. November 2000 - December 2001
Skills
Commercial Lending
Education
American University
Sterling National Bank July 2014 - Present
KeyBank March 2013 - July 2014
Citi January 2002 - March 2013
David Lerner Associates, Inc. November 2000 - December 2001
Skills
Commercial Lending
Education
American University
Vincent Atkins's David Lerner Associates, inc. Experience Senior Vice President InvestmentsDavid Lerner Associates, Inc.2003 - Present
Job Senior Vice President Investments at David Lerner Associates, Inc.
Industry
Experience
David Lerner Associates, Inc. Senior Vice President InvestmentsDavid Lerner Associates, Inc.2003 - Present
Education
Southern Connecticut State University
Bachelor's degree, Finance
David Lerner Associates, Inc. Senior Vice President InvestmentsDavid Lerner Associates, Inc.2003 - Present
Education
Southern Connecticut State University
Bachelor's degree, Finance
Eva Lei's David Lerner Associates, inc. Experience June 2009 - August 2009
Job
Industry Hospital & Health Care
Experience
Aperion Care Inc. October 2014 - Present
Change Group Americas January 2012 - September 2014
Kings County Supreme Court Law Department December 2011 - January 2012
BLS Legal Services Corp. August 2010 - May 2011
The Law Offices of Stan G. Horowitz June 2010 - August 2010
Boddie & Associates, P.C. January 2010 - July 2010
David Lerner Associates, Inc. June 2009 - August 2009
Skills
Corporate Law, Contract Law, Intellectual Property, Corporate Governance, Legal Writing, Legal Research, Privacy Law, International Law, Employment Law, Securities Regulation, Commercial Litigation, Legal Issues, Competition Law, Legal Advice, Litigation, Administrative Law, Cross-border..., Trademarks, Dispute Resolution, Legal Assistance, Research, AML, Due Diligence, Public Speaking
Education
Brooklyn Law School 2008 — 2011
J.D., Business Law
Stony Brook University 2003 — 2007
Bachelor of Arts (B.A.), Political Science; Business Management and Administration
Aperion Care Inc. October 2014 - Present
Change Group Americas January 2012 - September 2014
Kings County Supreme Court Law Department December 2011 - January 2012
BLS Legal Services Corp. August 2010 - May 2011
The Law Offices of Stan G. Horowitz June 2010 - August 2010
Boddie & Associates, P.C. January 2010 - July 2010
David Lerner Associates, Inc. June 2009 - August 2009
Skills
Corporate Law, Contract Law, Intellectual Property, Corporate Governance, Legal Writing, Legal Research, Privacy Law, International Law, Employment Law, Securities Regulation, Commercial Litigation, Legal Issues, Competition Law, Legal Advice, Litigation, Administrative Law, Cross-border..., Trademarks, Dispute Resolution, Legal Assistance, Research, AML, Due Diligence, Public Speaking
Education
Brooklyn Law School 2008 — 2011
J.D., Business Law
Stony Brook University 2003 — 2007
Bachelor of Arts (B.A.), Political Science; Business Management and Administration
Richard Labriola Jr.'s David Lerner Associates, inc. Experience December 2009 - July 2011
Job FNIS PFA Sales Coordinator Vice President at First Niagara Bank
Industry Financial Services
Experience
First Niagara Investment Services June 2015 - Present
First Niagara Investment Services February 2015 - June 2015
First Niagara Bank July 2011 - February 2015
David Lerner Associates, Inc. December 2009 - July 2011
Aetna Ambulance Service, Inc. March 2009 - December 2009
University of Connecticut August 2007 - May 2009
Skills
Securities, Investments, Financial Analysis, Retail Banking, Retirement Planning
Education
Quinnipiac University 2013 — 2016
Master of Business Administration (M.B.A.), CFA Track
University of Connecticut 2005 — 2009
Bachelor of Science (B.S.)
First Niagara Investment Services June 2015 - Present
First Niagara Investment Services February 2015 - June 2015
First Niagara Bank July 2011 - February 2015
David Lerner Associates, Inc. December 2009 - July 2011
Aetna Ambulance Service, Inc. March 2009 - December 2009
University of Connecticut August 2007 - May 2009
Skills
Securities, Investments, Financial Analysis, Retail Banking, Retirement Planning
Education
Quinnipiac University 2013 — 2016
Master of Business Administration (M.B.A.), CFA Track
University of Connecticut 2005 — 2009
Bachelor of Science (B.S.)
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union
Baring Asset Management