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
William Hollar William Hollar's David Lerner Associates, inc. Experience July 2011 - September 2011
Job Vice President of Sales and Business Development at ProTrait Title Services, LLC
Industry Higher Education
Experience
Pro-Trait Title Services, LLC October 2014 - Present
Balsasud S.A. September 2011 - Present
ZocDoc 2013 - 2014
Northwestern Mutual June 2013 - September 2013
The Catholic University of America School of Arts & Sciences September 2009 - May 2013
David Lerner Associates, inc. July 2011 - September 2011
Pro-Trait Title Services, LLC June 2010 - May 2011
Vyllo Communications, LLC August 2008 - February 2010
Vyllo September 2007 - August 2008
Zig Zag Transport LLC2006 -2008 May 2006 - August 2008
Skills
Sales Management, Composites, Commodity Markets, Global Delivery, Global Business..., Strategic Planning, Structured Commodity...
Education
The Catholic University of America 2009 — 2013
Arts and Sciences, Business Management
Bergen Catholic Highschool 2005 — 2009
Kovats Real Estate and Insurance School
Pro-Trait Title Services, LLC October 2014 - Present
Balsasud S.A. September 2011 - Present
ZocDoc 2013 - 2014
Northwestern Mutual June 2013 - September 2013
The Catholic University of America School of Arts & Sciences September 2009 - May 2013
David Lerner Associates, inc. July 2011 - September 2011
Pro-Trait Title Services, LLC June 2010 - May 2011
Vyllo Communications, LLC August 2008 - February 2010
Vyllo September 2007 - August 2008
Zig Zag Transport LLC2006 -2008 May 2006 - August 2008
Skills
Sales Management, Composites, Commodity Markets, Global Delivery, Global Business..., Strategic Planning, Structured Commodity...
Education
The Catholic University of America 2009 — 2013
Arts and Sciences, Business Management
Bergen Catholic Highschool 2005 — 2009
Kovats Real Estate and Insurance School
Maxim Tulupnikov Maxim Tulupnikov's David Lerner Associates, inc. Experience 2013 - Present
Job Investment Counselor at David Lerner Associates, Inc.
Industry Investment Management
Experience
David Lerner Associates, Inc. 2013 - Present
Rosbank (Societe Generale Group) 2011 - 2012
Banque Societe Generale Vostok (Societe Generale Group) 2010 - 2011
Banque Societe Generale Vostok (Societe Generale Group) 2008 - 2010
Banque Societe Generale Vostok (Societe Generale Group) 2008 - 2008
Banque Societe Generale Vostok (Societe Generale Group) 2006 - 2008
MDM-Bank SPB OAO 2004 - 2005
Skills
Banking, Credit, Finance, Retail Banking, Loans, Wealth Management, Russian, Financial Analysis, Change Management, Market Analysis, Analysis, Negotiation, Commercial Banking, Investment Management, German, Sales Management, Investments, Investment Advisory, Team Management, Strategy, Management, Business Strategy, Series 7, Series 63, Credit Analysis, Cross Selling, Financial Services, Trading, Private Banking, Mutual Funds, Relationship Management, Insurance, Emerging Markets
Education
Stockholm University 2005 — 2006
Master of Business Administration (MBA), International Finance, Economics, VG (honors)
St.-Petersburg State University of Economics and Finance 2000 — 2005
Bachelor's degree, Banking and Finance, 4.92
Universität Hamburg / University of Hamburg 2004 — 2004
Exchange Student, Management
David Lerner Associates, Inc. 2013 - Present
Rosbank (Societe Generale Group) 2011 - 2012
Banque Societe Generale Vostok (Societe Generale Group) 2010 - 2011
Banque Societe Generale Vostok (Societe Generale Group) 2008 - 2010
Banque Societe Generale Vostok (Societe Generale Group) 2008 - 2008
Banque Societe Generale Vostok (Societe Generale Group) 2006 - 2008
MDM-Bank SPB OAO 2004 - 2005
Skills
Banking, Credit, Finance, Retail Banking, Loans, Wealth Management, Russian, Financial Analysis, Change Management, Market Analysis, Analysis, Negotiation, Commercial Banking, Investment Management, German, Sales Management, Investments, Investment Advisory, Team Management, Strategy, Management, Business Strategy, Series 7, Series 63, Credit Analysis, Cross Selling, Financial Services, Trading, Private Banking, Mutual Funds, Relationship Management, Insurance, Emerging Markets
Education
Stockholm University 2005 — 2006
Master of Business Administration (MBA), International Finance, Economics, VG (honors)
St.-Petersburg State University of Economics and Finance 2000 — 2005
Bachelor's degree, Banking and Finance, 4.92
Universität Hamburg / University of Hamburg 2004 — 2004
Exchange Student, Management
Glenn H. Werner Glenn H. Werner's David Lerner Associates, inc. Experience April 2013 - Present
Job Investment Counselor at David Lerner Associates, Inc.
Industry Investment Management
Experience
David Lerner Associates, Inc. April 2013 - Present
The Annex Shoppe January 1976 - December 2012
Skills
Buying, Merchandising, Advertising, Sales, Sales Management, Team Building, Growing Assets, Preserving Assets, Client Satisfaction
Education
Syracuse University 1972 — 1976
Bachelor of Arts (B.A.), Psychology
David Lerner Associates, Inc. April 2013 - Present
The Annex Shoppe January 1976 - December 2012
Skills
Buying, Merchandising, Advertising, Sales, Sales Management, Team Building, Growing Assets, Preserving Assets, Client Satisfaction
Education
Syracuse University 1972 — 1976
Bachelor of Arts (B.A.), Psychology
Peter J. LoPresti Peter J. LoPresti's David Lerner Associates, inc. Experience November 2009 - May 2014
Job Financial Advisor
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2014 - Present
David Lerner Associates, Inc. November 2009 - May 2014
Chase October 2006 - October 2009
BNY Mellon June 2004 - October 2006
Skills
Series 7, Series 66, Series 6, Series 63, Life & Health Licenses
Education
SUNY Plattsburgh 2001 — 2004
Business Administration B.S., Accounting Minor
Lock Haven University of Pennsylvania 2000 — 2001
Health Science B.S.
Walter Panas High School 1996 — 2000
Regents Diploma, Perfect Attendance
E*TRADE Financial Corporation May 2014 - Present
David Lerner Associates, Inc. November 2009 - May 2014
Chase October 2006 - October 2009
BNY Mellon June 2004 - October 2006
Skills
Series 7, Series 66, Series 6, Series 63, Life & Health Licenses
Education
SUNY Plattsburgh 2001 — 2004
Business Administration B.S., Accounting Minor
Lock Haven University of Pennsylvania 2000 — 2001
Health Science B.S.
Walter Panas High School 1996 — 2000
Regents Diploma, Perfect Attendance
Linoy Mathew Linoy Mathew's David Lerner Associates, inc. Experience 2009 - 2011
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
David Lerner Associates, inc. 2009 - 2011
JPMorgan Chase May 2007 - June 2009
JPMorgan Chase July 2006 - May 2007
Beneficial Financial Group May 2005 - May 2006
Skills
Banking, CRM, Finance, Financial Analysis, Financial Services, Investments, Leadership, Loans, Management, Mutual Funds, Portfolio Management, Real Estate, Sales
Education
State University of New York at Albany 2001 — 2005
BS, Finance, Marketing
Fidelity Investments 2011 - Present
David Lerner Associates, inc. 2009 - 2011
JPMorgan Chase May 2007 - June 2009
JPMorgan Chase July 2006 - May 2007
Beneficial Financial Group May 2005 - May 2006
Skills
Banking, CRM, Finance, Financial Analysis, Financial Services, Investments, Leadership, Loans, Management, Mutual Funds, Portfolio Management, Real Estate, Sales
Education
State University of New York at Albany 2001 — 2005
BS, Finance, Marketing
Martin Walcoe Martin Walcoe's David Lerner Associates, inc. Experience October 1986 - Present
Job Executive V.P. Sales at David Lerner Associates, inc.
Industry Financial Services
Experience
David Lerner Associates, inc. October 1986 - Present
Skills
Series 7, Series 63, Retirement Planning, Estate Planning, Investments, Tax Free Municipal Bonds, Real Estate Investment..., Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, IRAs, 401k, Asset Allocation, Asset Management, Banking, Disability Insurance, Employee Benefits, Finance, Financial Analysis, Financial Planning, Financial Services, Investment Advisory, Long-term Care, REIT, Retirement, Securities, Strategic Financial..., Wealth Management
Education
SUNY Albany 1981 — 1985
Bachelor of Science (BS), Accounting
East Meadow High School
David Lerner Associates, inc. October 1986 - Present
Skills
Series 7, Series 63, Retirement Planning, Estate Planning, Investments, Tax Free Municipal Bonds, Real Estate Investment..., Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, IRAs, 401k, Asset Allocation, Asset Management, Banking, Disability Insurance, Employee Benefits, Finance, Financial Analysis, Financial Planning, Financial Services, Investment Advisory, Long-term Care, REIT, Retirement, Securities, Strategic Financial..., Wealth Management
Education
SUNY Albany 1981 — 1985
Bachelor of Science (BS), Accounting
East Meadow High School
Leon Kratsberg Leon Kratsberg's David Lerner Associates, inc. Experience July 2003 - November 2003
Job Senior Vice President and Group Director at Signature Bank
Industry Financial Services
Experience
Signature Bank June 2013 - Present
HSBC August 2005 - June 2013
Chase November 2003 - August 2005
David Lerner Associates, inc. July 2003 - November 2003
Skills
Business Analysis, Commercial Banking, Commercial Lending, Sales Management, Credit Analysis, SBA 504, New Business Development, Account Management, Small Business Lending, Management, Loans, Credit, Portfolio Management, Financial Services, Banking, Finance, Investments, Cash Management, Relationship Management
Education
Suffolk University 1999 — 2002
Bachelor of Science (BS), Finance, General
Suffolk University - Sawyer Business School 1999 — 2002
Bachelor of Science (BS), Finance, General
Signature Bank June 2013 - Present
HSBC August 2005 - June 2013
Chase November 2003 - August 2005
David Lerner Associates, inc. July 2003 - November 2003
Skills
Business Analysis, Commercial Banking, Commercial Lending, Sales Management, Credit Analysis, SBA 504, New Business Development, Account Management, Small Business Lending, Management, Loans, Credit, Portfolio Management, Financial Services, Banking, Finance, Investments, Cash Management, Relationship Management
Education
Suffolk University 1999 — 2002
Bachelor of Science (BS), Finance, General
Suffolk University - Sawyer Business School 1999 — 2002
Bachelor of Science (BS), Finance, General
Jessica Ente Jessica Ente's David Lerner Associates, inc. Experience May 2010 - January 2011
Job Digital Sales/Asset Management at ESPN
Industry Online Media
Experience
ESPN February 2015 - Present
The New York Times March 2014 - February 2015
The New York Times May 2013 - February 2015
DEVRIES GLOBAL April 2012 - September 2012
DEVRIES GLOBAL April 2011 - September 2011
David Lerner Associates, Inc. May 2010 - January 2011
David Lerner Associates, Inc. May 2009 - January 2010
Skills
Blogger, Social Media Outreach, Advertising Sales, Cross Platform Sales, Integrated Marketing, Publishing, Salesforce.com, Forecasting, Pipeline Management
Education
Syracuse University 2009 — 2013
S.I. Newhouse School of Public Communications, BS in Public Relations, Deans List (All Semesters); Summa Cum Laude
Half Hollow Hills High School West
Instituto International de Madrid, Espana
Spring 2012 Study Abroad Program
ESPN February 2015 - Present
The New York Times March 2014 - February 2015
The New York Times May 2013 - February 2015
DEVRIES GLOBAL April 2012 - September 2012
DEVRIES GLOBAL April 2011 - September 2011
David Lerner Associates, Inc. May 2010 - January 2011
David Lerner Associates, Inc. May 2009 - January 2010
Skills
Blogger, Social Media Outreach, Advertising Sales, Cross Platform Sales, Integrated Marketing, Publishing, Salesforce.com, Forecasting, Pipeline Management
Education
Syracuse University 2009 — 2013
S.I. Newhouse School of Public Communications, BS in Public Relations, Deans List (All Semesters); Summa Cum Laude
Half Hollow Hills High School West
Instituto International de Madrid, Espana
Spring 2012 Study Abroad Program
Carlos Abad Carlos Abad's David Lerner Associates, inc. Experience April 2008 - June 2009
Job Financial Independence Facilitator & Founder of LaunchNJ
Industry Financial Services
Experience
LaunchNJ March 2013 - Present
Tomorrow's Financial Services, Inc. May 2014 - Present
Summit Cowork September 2014 - August 2015
Financial Principles branch office for Securities America November 2010 - May 2014
NPA Financial Services June 2009 - November 2011
David Lerner Associates, inc. April 2008 - June 2009
Before Financial Services September 1989 - April 2008
Skills
Entrepreneurship, Investments, Start-ups, Strategic Financial..., Financial Services, Finance, Sales, Marketing Strategy, Business Development, Management, Insurance, Sales Management, Financial Analysis, Business Planning, Community Development, Financial Planning, Strategy, Strategic Planning, CRM, Leadership, Strategic Partnerships, Financial Advisory
Education
US Army School of Leadership Training
University of Medicine and Dentistry of New Jersey
Respiratory Care Therapy/Therapist
LaunchNJ March 2013 - Present
Tomorrow's Financial Services, Inc. May 2014 - Present
Summit Cowork September 2014 - August 2015
Financial Principles branch office for Securities America November 2010 - May 2014
NPA Financial Services June 2009 - November 2011
David Lerner Associates, inc. April 2008 - June 2009
Before Financial Services September 1989 - April 2008
Skills
Entrepreneurship, Investments, Start-ups, Strategic Financial..., Financial Services, Finance, Sales, Marketing Strategy, Business Development, Management, Insurance, Sales Management, Financial Analysis, Business Planning, Community Development, Financial Planning, Strategy, Strategic Planning, CRM, Leadership, Strategic Partnerships, Financial Advisory
Education
US Army School of Leadership Training
University of Medicine and Dentistry of New Jersey
Respiratory Care Therapy/Therapist
Ryan Mcilmurray Ryan Mcilmurray's David Lerner Associates, inc. Experience May 2012 - December 2012
Job Corporate Sales Director
Industry Marketing and Advertising
Experience
Innovative Marketing and Promotionals December 2012 - Present
David Lerner Associates, inc. May 2012 - December 2012
Platinum Marketing May 2008 - September 2009
Skills
Leadership, Innovation, Problem Solving, computer skills, Communication, Management, Sales, Marketing, Finance, Investments, Analysis, Customer Service, Marketing Strategy, Business Strategy
Education
University of Florida 2011 — 2012
Master's degree, Entrepreneurship
University of Florida 2007 — 2011
Bachelor's degree, Economics
Innovative Marketing and Promotionals December 2012 - Present
David Lerner Associates, inc. May 2012 - December 2012
Platinum Marketing May 2008 - September 2009
Skills
Leadership, Innovation, Problem Solving, computer skills, Communication, Management, Sales, Marketing, Finance, Investments, Analysis, Customer Service, Marketing Strategy, Business Strategy
Education
University of Florida 2011 — 2012
Master's degree, Entrepreneurship
University of Florida 2007 — 2011
Bachelor's degree, Economics
Bari Zund's David Lerner Associates, inc. Experience June 2013 - August 2013
Job Student at Stephen M. Ross School of Business
Industry Financial Services
Experience
Monroe Capital LLC June 2015 - August 2015
Kirk Palmer Associates June 2014 - August 2014
David Lerner Associates, Inc. June 2013 - August 2013
Tutor Doctor May 2013 - August 2013
Richner Communications May 2012 - August 2012
New York & Company May 2012 - August 2012
Kenneth Zund Realty Associates, Inc. May 2011 - August 2011
Barnes & Noble October 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Economics, Facebook, SPSS, Public Speaking, Public Relations, Publishing, Finance, Microsoft Office, iPhoto, Business Analysis, Writing, Mathematics, Visual Basic
Education
University of Michigan 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
Monroe Capital LLC June 2015 - August 2015
Kirk Palmer Associates June 2014 - August 2014
David Lerner Associates, Inc. June 2013 - August 2013
Tutor Doctor May 2013 - August 2013
Richner Communications May 2012 - August 2012
New York & Company May 2012 - August 2012
Kenneth Zund Realty Associates, Inc. May 2011 - August 2011
Barnes & Noble October 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Economics, Facebook, SPSS, Public Speaking, Public Relations, Publishing, Finance, Microsoft Office, iPhoto, Business Analysis, Writing, Mathematics, Visual Basic
Education
University of Michigan 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
Marisa Luciano's David Lerner Associates, inc. Experience May 2012 - August 2015
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
David Lerner Associates, Inc. May 2012 - August 2015
David Lerner Associates, Inc. February 2011 - May 2012
National Financial Network June 2009 - August 2009
Skills
Series 7, Series 63, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Uniform Combined State..., Wealth Management, Retirement, 401k, Financial Services, Series 24, Portfolio Management, ETFs, Fixed Annuities, Equities, Financial Planning, Investments
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors September 2015 - Present
David Lerner Associates, Inc. May 2012 - August 2015
David Lerner Associates, Inc. February 2011 - May 2012
National Financial Network June 2009 - August 2009
Skills
Series 7, Series 63, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Uniform Combined State..., Wealth Management, Retirement, 401k, Financial Services, Series 24, Portfolio Management, ETFs, Fixed Annuities, Equities, Financial Planning, Investments
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Leon Almeida Leon Almeida's David Lerner Associates, inc. Experience February 2009 - November 2011
Job Financial Planner / Investment Advisor Representative / Financial Services Representative MetLife Solutions Group
Industry Financial Services
Experience
MetLife November 2011 - Present
David Lerner Associates, Inc. February 2009 - November 2011
Skills
Financial Planning, Investments, Retirement Planning, Securities, Financial Services, Fixed Annuities, Insurance, Mutual Funds
Education
State University of New York at Albany
Bachelor's degree
State University of New York at Albany
Master's degree
MetLife November 2011 - Present
David Lerner Associates, Inc. February 2009 - November 2011
Skills
Financial Planning, Investments, Retirement Planning, Securities, Financial Services, Fixed Annuities, Insurance, Mutual Funds
Education
State University of New York at Albany
Bachelor's degree
State University of New York at Albany
Master's degree
John DellaRocca John DellaRocca's David Lerner Associates, inc. Experience 1990 - 1991
Job Broker at Commercial Investment Real Estate Network
Industry Commercial Real Estate
Experience
Commercial Investment Real Estate Network December 1997 - Present
JCH Realty Corp April 1990 - November 1997
The Art Dept, inc. February 1991 - July 1997
David Lerner Associates, inc. 1990 - 1991
Education
University of Delaware 1982 — 1987
BA, Criminal Justice
Baldwin High School 1979 — 1982
Commercial Investment Real Estate Network December 1997 - Present
JCH Realty Corp April 1990 - November 1997
The Art Dept, inc. February 1991 - July 1997
David Lerner Associates, inc. 1990 - 1991
Education
University of Delaware 1982 — 1987
BA, Criminal Justice
Baldwin High School 1979 — 1982
Tory Jordan Tory Jordan's David Lerner Associates, inc. Experience August 2000 - May 2002
Job CEO
Industry Consumer Services
Experience
Blassify November 2012 - Present
SJET February 1999 - November 2012
David Lerner Associates, inc. August 2000 - May 2002
Skills
Strategic Planning, New Business Development, Entrepreneurship, Customer Service, Marketing Strategy, Business Strategy, Start-ups, Sales Management, Negotiation, Public Speaking, Marketing
Education
SUNY Stony Brook 1994 — 1998
Bachelor's degree, Biology, General
Blassify November 2012 - Present
SJET February 1999 - November 2012
David Lerner Associates, inc. August 2000 - May 2002
Skills
Strategic Planning, New Business Development, Entrepreneurship, Customer Service, Marketing Strategy, Business Strategy, Start-ups, Sales Management, Negotiation, Public Speaking, Marketing
Education
SUNY Stony Brook 1994 — 1998
Bachelor's degree, Biology, General
Adam Camson Adam Camson's David Lerner Associates, inc. Experience May 2011 - July 2011
Job Product Manager
Industry Food & Beverages
Experience
Love Beets January 2013 - Present
Love Beets February 2012 - January 2013
David Lerner Associates, inc. May 2011 - July 2011
Skills
Management, Strategic Planning, Business Planning, Hiring Practices, Inventory Management, Social Media Marketing, Project Management, Job Scheduling, Supply Chain Management, Marketing Strategy, Sales, Marketing, Interviewing, Communication, Microsoft Excel, Retail, Leadership
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science (BS), Finance, General
Love Beets January 2013 - Present
Love Beets February 2012 - January 2013
David Lerner Associates, inc. May 2011 - July 2011
Skills
Management, Strategic Planning, Business Planning, Hiring Practices, Inventory Management, Social Media Marketing, Project Management, Job Scheduling, Supply Chain Management, Marketing Strategy, Sales, Marketing, Interviewing, Communication, Microsoft Excel, Retail, Leadership
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science (BS), Finance, General
Phillip Stern Phillip Stern's David Lerner Associates, inc. Experience June 2014 - Present
Job Investment Counselor at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. June 2014 - Present
Florida Energy, Water, and Air February 2012 - September 2013
Florida Energy, Water, and Air 2009 - 2011
Rainsoft January 2007 - January 2009
Discovery Marketing and Distributing November 2005 - January 2007
Skills
Writer, Solar Energy, Solar Thermal, HVAC, Renewable Energy, Sales, Direct Sales, Marketing, Insulation, Sales Management, New Business Development, Account Management, Business Development, Sales Operations, Customer Service, B2B
Education
SUNY Albany 1988 — 1992
Bachelor of Science (BS)
Ossining High School 1984 — 1988
David Lerner Associates, Inc. June 2014 - Present
Florida Energy, Water, and Air February 2012 - September 2013
Florida Energy, Water, and Air 2009 - 2011
Rainsoft January 2007 - January 2009
Discovery Marketing and Distributing November 2005 - January 2007
Skills
Writer, Solar Energy, Solar Thermal, HVAC, Renewable Energy, Sales, Direct Sales, Marketing, Insulation, Sales Management, New Business Development, Account Management, Business Development, Sales Operations, Customer Service, B2B
Education
SUNY Albany 1988 — 1992
Bachelor of Science (BS)
Ossining High School 1984 — 1988
Eric Goldstein's David Lerner Associates, inc. Experience September 2014 - Present
Job Investment Counselor at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. September 2014 - Present
Freelance September 2013 - September 2014
Lenox Advisors July 2012 - August 2013
Black Shield Infrared Seamless Asphalt Repair, resulting from LBE Acquisitions & Investments August 2007 - July 2012
E*TRADE Financial July 2006 - August 2007
Morgan Stanley December 1998 - August 2005
Newmark & Co. Real Estate, Inc. April 1990 - December 1998
Skills
Financial Advisory, Investments, Asset Managment, Risk Management, Securities, Fixed Income, Hedge Funds, Asset Allocation, Estate Planning, Retirement Planning, Mutual Funds, Finance, Due Diligence, Insurance, Strategic Financial..., Retirement, 401k, Strategy, Asset Management, Financial Planning
Education
Tulane University 1985 — 1989
BA, Communication
David Lerner Associates, Inc. September 2014 - Present
Freelance September 2013 - September 2014
Lenox Advisors July 2012 - August 2013
Black Shield Infrared Seamless Asphalt Repair, resulting from LBE Acquisitions & Investments August 2007 - July 2012
E*TRADE Financial July 2006 - August 2007
Morgan Stanley December 1998 - August 2005
Newmark & Co. Real Estate, Inc. April 1990 - December 1998
Skills
Financial Advisory, Investments, Asset Managment, Risk Management, Securities, Fixed Income, Hedge Funds, Asset Allocation, Estate Planning, Retirement Planning, Mutual Funds, Finance, Due Diligence, Insurance, Strategic Financial..., Retirement, 401k, Strategy, Asset Management, Financial Planning
Education
Tulane University 1985 — 1989
BA, Communication
Michael Kottler's David Lerner Associates, inc. Experience March 2013 - December 2013
Job Home Solutions Manager at AT&T
Industry Telecommunications
Experience
AT&T May 2014 - Present
David Lerner Associates, Inc. March 2013 - December 2013
Comcast February 2005 - March 2013
Adelphia Communications March 2003 - February 2005
Adelphia Communications November 2000 - February 2003
Morgan Stanley September 1997 - November 2000
Images/Office Depot April 1996 - September 1997
Rocky's Sports Cards August 1990 - January 1996
Wal~Mart Stores, Inc February 1989 - April 1991
Skills
Customer Satisfaction, Leadership, Start-ups, Sales Management, Account Management, Sales Operations, Team Building, New Business Development, Strategic Planning, Negotiation, Contract Negotiation, Sales, Sales Process, Purchasing, Team Leadership, Budgets, Advertising, Retail, Management, Customer Service, Customer Retention, Training, Selling, Direct Sales, Program Management
Education
Comcast University 2005 — 2009
Certificates, Business Administration and Management, General
Adelphia University 2001 — 2002
Bachelor of Science (BS), Marketing
The University of Maryland, College 1983 — 1988
B.S, Marketing
University of Maryland College Park 1983 — 1988
Bachelor of Science, Marketing
Boca High 1979 — 1983
honors, General
Boca Raton High School 1979 — 1983
Honors, General Studies
AT&T May 2014 - Present
David Lerner Associates, Inc. March 2013 - December 2013
Comcast February 2005 - March 2013
Adelphia Communications March 2003 - February 2005
Adelphia Communications November 2000 - February 2003
Morgan Stanley September 1997 - November 2000
Images/Office Depot April 1996 - September 1997
Rocky's Sports Cards August 1990 - January 1996
Wal~Mart Stores, Inc February 1989 - April 1991
Skills
Customer Satisfaction, Leadership, Start-ups, Sales Management, Account Management, Sales Operations, Team Building, New Business Development, Strategic Planning, Negotiation, Contract Negotiation, Sales, Sales Process, Purchasing, Team Leadership, Budgets, Advertising, Retail, Management, Customer Service, Customer Retention, Training, Selling, Direct Sales, Program Management
Education
Comcast University 2005 — 2009
Certificates, Business Administration and Management, General
Adelphia University 2001 — 2002
Bachelor of Science (BS), Marketing
The University of Maryland, College 1983 — 1988
B.S, Marketing
University of Maryland College Park 1983 — 1988
Bachelor of Science, Marketing
Boca High 1979 — 1983
honors, General
Boca Raton High School 1979 — 1983
Honors, General Studies
William Ostruzka William Ostruzka's David Lerner Associates, inc. Experience January 2007 - January 2008
Job Financial Services
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management 2013 - June 2014
TD Ameritrade 2008 - 2013
David Lerner Associates, Inc. January 2007 - January 2008
Skills
Investments, Finance, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Variable Annuities, Hedge Funds
Education
The University of Connecticut
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management 2013 - June 2014
TD Ameritrade 2008 - 2013
David Lerner Associates, Inc. January 2007 - January 2008
Skills
Investments, Finance, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Variable Annuities, Hedge Funds
Education
The University of Connecticut
Dana Lightner Dana Lightner's David Lerner Associates, inc. Experience December 2012 - Present
Job Investment Counselor at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. December 2012 - Present
Skills
Investments, Retirement Planning, College Savings Plans, Life Insurance, Variable Annuities, Series 63, Financial Planning, Financial Services, Portfolio Management, Asset Allocation, Finance
Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
David Lerner Associates, Inc. December 2012 - Present
Skills
Investments, Retirement Planning, College Savings Plans, Life Insurance, Variable Annuities, Series 63, Financial Planning, Financial Services, Portfolio Management, Asset Allocation, Finance
Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Mitchell M. Schaffer Mitchell M. Schaffer's David Lerner Associates, inc. Experience April 2013 - Present
Job A sales person with attention to detail and learns quickly
Industry Banking
Experience
David Lerner Associates, Inc. April 2013 - Present
Heroes to Heroes January 2010 - January 2014
Segapo LLC. March 2012 - March 2013
Lazco Group September 2011 - February 2012
InsideHockey.com July 2010 - June 2011
Lander Investment Group February 2010 - June 2011
Skills
Advanced Behavioral..., Sandler Sales Training, SPIN Selling, Sales, Finance, Business Development, Analysis, Private Equity, Due Diligence, Corporate Finance, Recruiting, Financial Analysis, Valuation, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Investments, Management, Microsoft Office
Education
Touro College 2007 — 2011
BS, Finance
David Lerner Associates, Inc. April 2013 - Present
Heroes to Heroes January 2010 - January 2014
Segapo LLC. March 2012 - March 2013
Lazco Group September 2011 - February 2012
InsideHockey.com July 2010 - June 2011
Lander Investment Group February 2010 - June 2011
Skills
Advanced Behavioral..., Sandler Sales Training, SPIN Selling, Sales, Finance, Business Development, Analysis, Private Equity, Due Diligence, Corporate Finance, Recruiting, Financial Analysis, Valuation, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Investments, Management, Microsoft Office
Education
Touro College 2007 — 2011
BS, Finance
Arielle Hirsch Arielle Hirsch's David Lerner Associates, inc. Experience June 2011 - August 2011
Job Search Marketing Assistant at Carat USA
Industry Marketing and Advertising
Tarah Henick Tarah Henick's David Lerner Associates, inc. Experience April 2011 - May 2012
Job Team Administrator at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
Frank Gentile's David Lerner Associates, inc. Experience February 2009 - October 2010
Job Enterprise Mobility Management
Industry Information Technology and Services
Experience
MaaS360 by Fiberlink, an IBM company June 2013 - Present
Health Advocate October 2012 - July 2013
Paychex Insurance Agency October 2010 - October 2012
David Lerner Associates, inc. February 2009 - October 2010
Enterprise Rent-A-Car 2002 - 2009
Skills
Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Insurance, Retirement Planning, Long-term Care, Retirement, Workers Compensation, 401k, Financial Planners, Pensions, Term Life Insurance, Salesforce.com, COBRA, Sales, Medicare, B2B, Health Savings Accounts, Management, Sales Presentations, Small Business, Benefits Administration
Education
University of Delaware 1996 — 2001
Bachelor of Arts (BA), History
Salesianum High School 1992 — 1996
MaaS360 by Fiberlink, an IBM company June 2013 - Present
Health Advocate October 2012 - July 2013
Paychex Insurance Agency October 2010 - October 2012
David Lerner Associates, inc. February 2009 - October 2010
Enterprise Rent-A-Car 2002 - 2009
Skills
Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Insurance, Retirement Planning, Long-term Care, Retirement, Workers Compensation, 401k, Financial Planners, Pensions, Term Life Insurance, Salesforce.com, COBRA, Sales, Medicare, B2B, Health Savings Accounts, Management, Sales Presentations, Small Business, Benefits Administration
Education
University of Delaware 1996 — 2001
Bachelor of Arts (BA), History
Salesianum High School 1992 — 1996
Michael Kaczmarski's David Lerner Associates, inc. Experience July 2015 - Present
Job Investment Counselor at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. July 2015 - Present
Perfection Painting January 2009 - July 2015
DS Consulting LLC January 2007 - December 2008
DS Consulting LLC September 2004 - November 2005
Clear Channel Communications January 2002 - May 2002
Skills
Strategic Public..., Infrastructure Planning, Financial Analysis, Capital Budgeting, Logistics, Training & Development, Sales Operations, Marketing Strategy, Business Networking, Construction Management, Walls, Painting, Decks, Refinishing, Microsoft Office, Customer Service, Business Development
Education
University of Connecticut 2011 — 2015
Bachelor's Degree, Professional Studies
David Lerner Associates, Inc. July 2015 - Present
Perfection Painting January 2009 - July 2015
DS Consulting LLC January 2007 - December 2008
DS Consulting LLC September 2004 - November 2005
Clear Channel Communications January 2002 - May 2002
Skills
Strategic Public..., Infrastructure Planning, Financial Analysis, Capital Budgeting, Logistics, Training & Development, Sales Operations, Marketing Strategy, Business Networking, Construction Management, Walls, Painting, Decks, Refinishing, Microsoft Office, Customer Service, Business Development
Education
University of Connecticut 2011 — 2015
Bachelor's Degree, Professional Studies
Manny Negron's David Lerner Associates, inc. Experience May 2010 - October 2012
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
David Lerner Associates, inc. May 2010 - October 2012
University of Connecticut January 2008 - May 2009
University of Connecticut August 2008 - January 2009
University of Connecticut September 2007 - January 2008
Skills
Investments, Management, Analysis, Sales, Research
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts, Psychology
Ameriprise Financial Services, Inc. October 2012 - Present
David Lerner Associates, inc. May 2010 - October 2012
University of Connecticut January 2008 - May 2009
University of Connecticut August 2008 - January 2009
University of Connecticut September 2007 - January 2008
Skills
Investments, Management, Analysis, Sales, Research
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts, Psychology
Riki Udell's David Lerner Associates, inc. Experience June 2001 - June 2004
Job Officer; Assigned Events Specialist
Industry Internet
Experience
Bank of America Merrill Lynch July 2015 - Present
First Protocol, Bank of America Global Event Marketing May 2013 - Present
Silver Lining Society September 2005 - Present
OneWayFurniture.com July 2006 - May 2013
David Lerner Associates, inc. June 2001 - June 2004
Skills
Marketing, Sales, Social Media, Event Planning, Customer Service, Trade Shows, New Business Development, Sales Management, Merchandising, Event Management, Advertising, B2B, Microsoft Excel, Product Development, Strategic Partnerships, Hospitality, Outlook, Public Speaking, E-commerce, Microsoft Office 2007, Power Point, PowerPoint, Vendor Relations, Internet Services, SharePoint, Selling
Education
Syracuse University 2002 — 2006
Bachelor's degree, Nutrition
Bank of America Merrill Lynch July 2015 - Present
First Protocol, Bank of America Global Event Marketing May 2013 - Present
Silver Lining Society September 2005 - Present
OneWayFurniture.com July 2006 - May 2013
David Lerner Associates, inc. June 2001 - June 2004
Skills
Marketing, Sales, Social Media, Event Planning, Customer Service, Trade Shows, New Business Development, Sales Management, Merchandising, Event Management, Advertising, B2B, Microsoft Excel, Product Development, Strategic Partnerships, Hospitality, Outlook, Public Speaking, E-commerce, Microsoft Office 2007, Power Point, PowerPoint, Vendor Relations, Internet Services, SharePoint, Selling
Education
Syracuse University 2002 — 2006
Bachelor's degree, Nutrition
Michael Tunney's David Lerner Associates, inc. Experience 2010 - 2011
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2013 - Present
Edward Jones March 2013 - October 2013
Genworth Financial 2011 - 2012
David Lerner Associates, inc. 2010 - 2011
MetLife 2005 - 2010
Travelers Life & Annuity 2004 - 2005
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Series 63, Series 7, Retirement, Variable Annuities, Investments, Long-term Care, 401k, IRAs, Life Insurance, Insurance, Financial Services
Education
State University of New York College at Plattsburgh 1992 — 1996
St Anthonys 1988 — 1992
Merrill Edge November 2013 - Present
Edward Jones March 2013 - October 2013
Genworth Financial 2011 - 2012
David Lerner Associates, inc. 2010 - 2011
MetLife 2005 - 2010
Travelers Life & Annuity 2004 - 2005
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Series 63, Series 7, Retirement, Variable Annuities, Investments, Long-term Care, 401k, IRAs, Life Insurance, Insurance, Financial Services
Education
State University of New York College at Plattsburgh 1992 — 1996
St Anthonys 1988 — 1992
Michael Pisani's David Lerner Associates, inc. Experience 2010 - 2011
Job Private Client Banker
Industry Financial Services
Experience
JPMorgan Chase Bank N.A April 2014 - Present
JPMorgan Chase February 2012 - Present
Morgan Stanley 2011 - 2011
David Lerner Associates, inc. 2010 - 2011
Garden City Financial Group; MetLife 2009 - 2010
AXA Advisors 2008 - 2009
Elite Marketing Group 2006 - 2008
Education
State University of New York at Albany 2001 — 2005
Bachelor, Business Marketing
University at Albany, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase Bank N.A April 2014 - Present
JPMorgan Chase February 2012 - Present
Morgan Stanley 2011 - 2011
David Lerner Associates, inc. 2010 - 2011
Garden City Financial Group; MetLife 2009 - 2010
AXA Advisors 2008 - 2009
Elite Marketing Group 2006 - 2008
Education
State University of New York at Albany 2001 — 2005
Bachelor, Business Marketing
University at Albany, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
Lori Landi's David Lerner Associates, inc. Experience June 1994 - Present
Job VP & Branch Operations Manager at David Lerner Associates, inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. June 1994 - Present
Skills
Series 7, Financial Services, Investments, Process Improvement, Retirement Planning, Portfolio Management, Series 63, Securities, Bonds, Financial Advisory, Retirement, Mutual Funds, Strategic Financial..., Wealth Management, Fixed Annuities, Life Insurance, Financial Planning
Education
SUNY Potsdam 1984 — 1988
Bachelor of Science Graphic Design and Photography, Fine and Studio Arts
JFK HS Plainview, NY 1980 — 1984
David Lerner Associates, Inc. June 1994 - Present
Skills
Series 7, Financial Services, Investments, Process Improvement, Retirement Planning, Portfolio Management, Series 63, Securities, Bonds, Financial Advisory, Retirement, Mutual Funds, Strategic Financial..., Wealth Management, Fixed Annuities, Life Insurance, Financial Planning
Education
SUNY Potsdam 1984 — 1988
Bachelor of Science Graphic Design and Photography, Fine and Studio Arts
JFK HS Plainview, NY 1980 — 1984
Glenn Werner's David Lerner Associates, inc. Experience January 2013 - Present
Job at
Industry Investment Management
Experience
David Lerner Associates, Inc. January 2013 - Present
Annex Shoppe Inc. June 1976 - December 2012
Skills
Asset Management, Entrepreneurship, Finance, Financial Planning, Financial Services, Insurance, Leadership, Mutual Funds, Portfolio Management, Strategic Planning
Education
Syracuse University
Bachelor of Arts (B.A.), Psychology
David Lerner Associates, Inc. January 2013 - Present
Annex Shoppe Inc. June 1976 - December 2012
Skills
Asset Management, Entrepreneurship, Finance, Financial Planning, Financial Services, Insurance, Leadership, Mutual Funds, Portfolio Management, Strategic Planning
Education
Syracuse University
Bachelor of Arts (B.A.), Psychology
Michael Trionfo's David Lerner Associates, inc. Experience June 2009 - September 2009
Job Project Accountant at Turner Construction Company
Industry Construction
Experience
Turner Construction Company September 2010 - Present
David Lerner Associates, Inc. June 2009 - September 2009
David Lerner Associates, Inc. June 2008 - September 2008
Skills
Multi Tasking, Communication Skills, Microsoft Word, Microsoft Excel, SAP, PowerPoint, Outlook Express, Organization, Time Management, Journal Entries, Variance Analysis, Budgets, Process Scheduler, Construction Accounting, Accruals, Finance, Job Costing, Outlook, Payroll, Cash Flow, General Ledger, Analysis, Auditing, Accounts Receivable, Access, Accounts Payable, Invoicing, Account Reconciliation, Administrative..., Forecasting, Financial Reporting, Project Accounting, Bookkeeping, Office Management, Sage, Financial Analysis, QuickBooks, Accounting, Cost Accounting, Spreadsheets
Education
University of Delaware 2006 — 2010
BS, Finance, General
Chaminade High School 2002 — 2006
High School Diploma, Liberal Arts
Turner Construction Company September 2010 - Present
David Lerner Associates, Inc. June 2009 - September 2009
David Lerner Associates, Inc. June 2008 - September 2008
Skills
Multi Tasking, Communication Skills, Microsoft Word, Microsoft Excel, SAP, PowerPoint, Outlook Express, Organization, Time Management, Journal Entries, Variance Analysis, Budgets, Process Scheduler, Construction Accounting, Accruals, Finance, Job Costing, Outlook, Payroll, Cash Flow, General Ledger, Analysis, Auditing, Accounts Receivable, Access, Accounts Payable, Invoicing, Account Reconciliation, Administrative..., Forecasting, Financial Reporting, Project Accounting, Bookkeeping, Office Management, Sage, Financial Analysis, QuickBooks, Accounting, Cost Accounting, Spreadsheets
Education
University of Delaware 2006 — 2010
BS, Finance, General
Chaminade High School 2002 — 2006
High School Diploma, Liberal Arts
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