Empire Wealth Strategies
Address: 2 Park Ave #300, New York, NY 10016 Hours: Open ⋅ Closes 5PM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 697-1355Place name: Category: Website: : : : : : : Website: http://ewsnyc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
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Empire Wealth Strategies Employees
Empire Wealth Strategies January 2015 - Present
MetLife March 2013 - January 2015
AXA Financial September 2002 - June 2011
Citi 1996 - 2002
Skills
Insurance, Financial Services, Strategy, Employee Benefits, Leadership, Strategic Planning, Human Resources, Management, Business Development, Executive Management, Risk Management, Time Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1980
State University of New York at Stony Brook 1974 — 1978
BA, Liberal Arts
Clarkstown High School 1970 — 1974
Empire Wealth Strategies November 2014 - December 2014
Rutgers University September 2010 - May 2014
UBS Wealth Management July 2013 - 2013
Rutgers University 2011 - 2013
AMIPP - Advanced Materials via Immiscible Polymer Processing June 2012 - August 2012
Skills
Polymers, Research, Composites, Time Management, Engineering, Microsoft Word, Program Management, Interpersonal Skill, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Organizational..., Problem Solving, Analytical Skills, Leadership, Public Speaking, Data Analysis, Customer Service, Event Planning, Management, Statistics, Fundraising, Materials Science, Social Networking, Matlab, Sales, Team Building, Communication, Marketing, Team Leadership, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (BS), Materials Engineering
Middlesex County Academy for Math, Science, and Engineering Technologies 2006 — 2010
High School, Civil/Mechanical Engineering
Michael Donnelly Law June 2015 - Present
Empire Wealth Strategies January 2015 - Present
Recessive Jeans Co. November 2013 - Present
campusTVs, Inc. June 2014 - May 2015
WFUV May 2014 - May 2015
Campus Vacations August 2013 - March 2015
Camp Alvernia June 2010 - August 2014
The Compass Fellowship October 2013 - May 2014
Skills
Blogging, Editing, Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Research, Social Networking, Spanish, Teamwork, Social Media, Microsoft Word, Leadership, Fundraising, Facebook
Education
Fordham University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Entrepreneursip and Value Investing Concentrations, Philosophy Minor
Saint Anthony's High School 2009 — 2013
Macy's October 2014 - December 2014
The Ross Companies January 2013 - June 2014
Empire Wealth Strategies October 2012 - December 2012
JP Morgan Chase April 2010 - October 2012
Advance Auto Parts April 2009 - April 2010
Kroger December 2006 - March 2009
Bank of America June 2005 - September 2006
Social Security Administration September 2003 - June 2005
Skills
Series 6, Mutual Funds, Retirement Planning, Loans, Series 63, Supervising, Financial Analysis, Fixed Annuities, Variable Annuities, Operations Management, Merchandising, Employee Benefits, Compensations, Notary Public, Banking, Budgets, Credit, Mortgage Banking, Hiring, Interviewing Skills, Benefits Administration, Life Insurance, Health Insurance, Disability Insurance, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Publisher, Microsoft PowerPoint, Succession Planning, Buy-sell Agreements, Split-dollar Planning, Financial Statement..., P & L, SmartOffice, Mac OS, Windows 7, Professional Writing, Blogging, Political Campaigns, Customer Service, Sales, Social Media Marketing, Logistics, Financial Accounting, Management Accounting, Negotiation, Strategy, Promotions, Event Planning
Education
City University of New York-Baruch College 2013 — 2015
Master of Science (MS), Accounting
The University of Akron 1999 — 2003
Bachelor's Degree, BS in International Business and BS in Marketing
Truveris July 2015 - Present
RE/MAX March 2015 - April 2015
Empire Wealth Strategies September 2014 - December 2014
Department of Buildings July 2014 - August 2014
Gary Null's Whole Food August 2012 - November 2012
Skills
PowerPoint, Microsoft Excel, Teamwork, Customer Service, Microsoft Word, Microsoft Office, Time Management, Public Speaking, Research, Windows, SQL
Education
Baruch College 2010 — 2016
Bachelor's Degree, Finance and Investment, 3.3
Verus Financial June 2014 - Present
Empire Wealth Strategies June 2012 - May 2014
Broadreach Group October 2010 - December 2011
Skills
Microsoft Office, Python, Bloomberg Terminal, FileFinder, Microsoft Word, Microsoft Excel, Outlook, PowerPoint
Education
New York University 2008 — 2012
Bachelor's degree, Economics, 3.2
The Lawrenceville School 2005 — 2008
3.3
Empire Wealth Strategies July 2014 - Present
Penn Mutual December 2009 - July 2014
Make It Happen! May 2009 - January 2010
Global Association of Risk Professionals April 2007 - March 2009
Ryan Beck & Co. May 2006 - April 2007
AXA Financial September 2001 - September 2005
AXA July 1995 - September 2001
AXA Financial July 1986 - July 1995
Skills
Marketing, Management, Leadership, Marketing Communications, Business Development, Integrated Marketing, Marketing Strategy, Strategic Planning, Strategy, Business Strategy, Program Management, Business Planning, Executive Management, Product Marketing, Leadership Development, Team Building, Public Speaking, Creative Marketing..., Relationship Marketing, Coaching
Education
Pace University - Lubin School of Business 1993 — 1998
MBA, Strategic Management
Providence College 1982 — 1986
BA, History
Northwestern University - Kellogg School of Management
Executive Program
Wharton School of Business
Executive Program
Empire Wealth Strategies December 2014 - Present
Strategies for Wealth May 2014 - December 2014
Morgan Stanley Wealth Management June 2012 - February 2014
Sportsideo October 2011 - June 2012
Ainsworth Game Technology December 2010 - June 2011
AC Coin & Slot October 2008 - November 2010
Wynn Las Vegas June 2006 - March 2008
Skills
Sports, Coaching, Marketing Strategy, Management, Marketing, Strategic Planning, Customer Service, Sales, Social Media, Fundraising, Team Building, New Business Development, Social Media Marketing, Project Management, Event Planning, Athletics, Advertising, Event Management, Financial Analysis, Team Leadership, Online Marketing, Organizational...
Education
Cornell University 1999 — 2003
BS, Applied Economic Management
Choate Rosemary Hall 1996 — 1999
High School
Capital One February 2015 - Present
Empire Wealth Strategies February 2013 - January 2015
MAC Liquors January 2011 - January 2013
GryDoz Participaciones May 2005 - July 2010
GryDoz Participaciones September 2008 - March 2010
Zoom Lounge & Club December 2005 - June 2008
JC Penney April 2001 - June 2005
Montt Business (MBI) January 1998 - April 2001
Skills
Series 7, Series 63, Series 65, NetX360, Salesforce.com, Money Guide Pro, Envestnet, Financial Planning, Time Management, Communication, Presentation, Cross Selling, Managed Money, Market Linked CDs, Fixed Annuities, Variable Annuities, Mutual Funds, Corporate Notes, Unit Investment Trusts, 529 Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, 401(k), 403(b), Investment Banking, Private Equity, Financial Modeling, DCF, Financial Analysis, Capital Markets, Valuation Analysis, LBO, M&A Modeling, Financial Statement..., Equities, Bonds, Structured Notes, ETFs
Education
Pontificia Universidad Católica Madre y Maestra 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Strategic Management
Pontificia Universidad Católica Madre y Maestra 1993 — 1997
Bachelor's degree, Industrial Engineering
Resound Marketing September 2014 - Present
Korprate Stone, LLC 2013 - Present
Empire Wealth Strategies January 2013 - Present
Foresters June 2013 - Present
S Cubed Productions January 2012 - Present
TallGrass Public Relations April 2014 - August 2014
The Hayzlett Group April 2014 - August 2014
Purzue.com February 2012 - December 2012
New York Life Insurance Company August 2009 - December 2012
cho HighWater Group June 2006 - June 2009
Skills
Media Relations, Press Releases, Public Relations, Entertainment, Social Media, Event Planning, Public Speaking, Event Management, Social Networking, Publicity, Marketing Strategy, Corporate Communications, Fundraising, Editing, Brand Development, Strategic Planning, Internal Communications, Research, Microsoft Office, Email Marketing, Strategic Communications, Account Management, Social Media Marketing, Marketing Communications, Community Outreach, Blogging, Facebook, Entrepreneurship, Insurance, Leadership, Advertising, Online Advertising, Marketing, Financial Services, Online Marketing, Sales, Creative Writing, New Media, Time Management, Digital Media, MailChimp, Writing, Promotions, Community Relations, Non-profits, Product Launches, Cision, Supplemental College..., Human Resources, Brand Awareness
Education
Alfred University 2003 — 2004
Masters, Master of Professional Studies
Alfred University 1999 — 2003
Bachelors, Communication Studies, Business Administration and Writing
Coalition School for Social Change 1995 — 1999
HS Diploma, Humanities
Jr. High School 1991 — 1995
The Madison Square Garden Company June 2014 - Present
Empire Wealth Strategies 2015 - 2015
Empire Wealth Strategies 2015 - 2015
Grand Prix March 2011 - January 2014
CBRE June 2013 - August 2013
Spins Bowl May 2012 - August 2012
Breezemont Day Camp June 2011 - August 2011
Young Adult Institute March 2011 - June 2011
Nabby Day Camp June 2009 - August 2009
Nabby Day Camp June 2008 - August 2008
Skills
Microsoft Office, Microsoft Word, PowerPoint, Windows, Mac OS X, OS X, Bloomberg Terminal, Leadership, Teamwork
Education
Quinnipiac University 2011 — 2015
Bachelors of Science, Finance, 3.61/4.00
Horace Greeley High School 2007 — 2010
Empire Wealth Strategies February 2015 - Present
MetLife Securities, Inc. January 2007 - February 2015
Professional Planners Group, an office of Penn Mutual November 1994 - December 2006
Bloomingdale School of Music 1991 - 2003
Time Inc. 1979 - 1984
Education
Harvard Business School 1966 — 1967
Harvard University 1959 — 1963
AB, Social Psychology
Alexander Proudfoot May 2013 - Present
Empire Wealth Strategies March 2013 - May 2013
Grand Slam Management Corporation May 2012 - February 2013
Skills
Marketing Strategy, Marketing, Management, Analysis, Social Media, Business Planning, Management Consulting, Business Development, Sales, Operations Management, Microsoft Office, Data Analysis, Event Management, Entrepreneurship, Social Networking, Online Advertising, Spanish, Analytics, Observational Studies, Leadership, Process Improvement, English, Consulting, Microsoft Excel, Business Strategy, Financial Analysis, Strategic Planning, Change Management, Lean Six Sigma, Process Flow, Project Management, Case Studies, Risk Management, Scheduling, Scrum, Business Analysis, Contract Management, Scope Analysis, Quality Assurance, Performance Benchmarking, Visio, SAP ERP, Salesforce.com, SWOT analysis, Cost Of Capital, Net Present Value, Profitability..., Financial & Operational..., Demand Supply Planning, Mergers & Acquisitions
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Empire Wealth Strategies December 2009 - Present
National Life Group February 2006 - December 2009
Skills
Insurance, Interviews, Succession Planning, Talent Acquisition, Recruiting, Employee Benefits, Onboarding, Applicant Tracking..., Staffing Services, HR Consulting, Leadership, Outlook, Underwriting, Management, 401k, Benefits Administration, Career Development, Cold Calling, Consulting, Deferred Compensation, Disability Insurance, Employee Engagement, Employee Relations, Employee Training, Customer Retention, Executive Management, Finance, Financial Services, Fixed Annuities, HRIS, Hiring, Human Resources, Internet Recruiting, Leadership Development, Life Insurance, College Recruiting, Long-term Care, Organizational..., Performance Management, Personnel Management, Retirement Planning, Sales, Sourcing, Talent Management, Team Building, Technical Recruiting, Training, Vendor Management, Account Management, Coaching
Education
LIU Brooklyn 2000 — 2004
Bachelor's degree, Marketing
Empire Wealth Strategies September 2015 - Present
Chophouse Grille June 2015 - August 2015
Failure Analysis and Prevention Inc March 2012 - August 2014
Shelter Harbor Inn Inc May 2013 - August 2013
D.S. Nelson Construction June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg Terminal, Public Speaking, Leadership, Team Leadership, Social Networking, Microsoft Word, Time Management, Microsoft Office, PowerPoint, Social Media, Facebook
Education
Quinnipiac University 2011 — 2015
Bachelor's degree, Finance, General, 3.4
Bishop Hendricken
Bishop Hendricken
Quinnipiac University
Quinnipiac University, Lender School of Business
Bachelor of Science, Finance
Vignone Enterprises June 2015 - Present
Empire Wealth Strategies July 2015 - Present
Penn Mutual March 2012 - June 2015
Penn Mutual May 2000 - December 2011
Penn Mutual November 1998 - May 2000
Skills
Insurance, Financial Planning, Retirement, Mutual Funds, Retirement Planning, Financial Services, Investments, Leadership, Fixed Annuities, Wealth Management, Risk Management, Estate Planning, Series 7, Life Insurance, 401k, Disability Insurance, Long-term Care, Marketing, Public Speaking, Sales
Education
NYU Graduate Law School 1976 — 1978
LLM, Master in Law of Taxation
Seton Hall University School of Law 1971 — 1974
Juris Doctor (J.D.), Law
La Salle University
Douglas Elliman Real Estate September 2015 - Present
Sigma Alpha Delta Honor Society May 2015 - Present
Empire Wealth Strategies June 2015 - August 2015
Sigma Alpha Delta Honor Society March 2015 - May 2015
American Mock Trial Assn October 2014 - May 2015
Queens Travel Consulting Inc. July 2013 - March 2015
Hot Topic April 2012 - July 2012
Fiorello H. LaGuardia High School Tutoring Center January 2010 - June 2012
Skills
PowerPoint, Microsoft Excel, Customer Service, Leadership, Finance, Microsoft Word, Microsoft Office, Public Speaking, Time Management, Research, Teamwork, Communication, Social Media Marketing, Social Media, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (BBA), Major: Finance and Investments, Minor: Psychology, 3.86/4.0
Fiorello H. LaGuardia High School of Arts and Performing Arts 2010 — 2012
Fine/Studio Arts, General, 3.75/4.0
Empire Wealth Strategies August 2015 - Present
RU Financial February 2015 - May 2015
Rutgers University September 2013 - May 2015
bedgear Performance Bedding June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, PowerPoint, Public Speaking, Time Management, Leadership, Teamwork, Social Networking
Education
Rutgers University-New Brunswick 2013 — 2015
Nassau Community College 2011 — 2013
Associate's degree
North Shore High School 2007 — 2011
Empire Wealth Strategies September 2015 - Present
Webster Bank January 2015 - May 2015
Aegis Capital May 2014 - August 2014
Harold Levinson Associates May 2012 - August 2013
Incredible Feets March 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Social Media
Education
Quinnipiac University 2011 — 2015
Bachelor of Science (B.S.), Finance
Kellenberg Memorial High School 2007 — 2011
High School
Giorgio Associates Inc. July 2013 - Present
Empire Wealth Strategies July 2015 - September 2015
Sisk Brothers Funeral Home August 2014 - May 2015
Chiarovano-DelGrosso Realty May 2012 - May 2015
Mutual Redevelopment Houses, Inc. June 2011 - August 2011
Skills
Real Estate, Social Media, Microsoft Office, Leadership, Team-oriented, Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Teamwork, Communication, General Office..., Facebook
Education
Quinnipiac University 2011 — 2015
Bachelor's degree, Finance, General
Archbishop Molloy High School 2007 — 2011
Empire Wealth Strategies July 2015 - Present
AIG Surety June 2009 - May 2014
AIG Surety June 2005 - June 2009
AIG Surety September 1997 - June 2005
KGL Brokerage Corporation 1993 - 1997
Reliance Surety Managers, Inc. 1988 - 1993
Cigna Insurance Services 1985 - 1988
Seaboard Surety Company 1982 - 1985
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Liability, Surety Bonds, Professional Liability, Strategic Planning, Portfolio Management, Management, Surety, Financial Analysis, Product Marketing, General Insurance, Credit, Bonds, Entrepreneurship, Marketing, Negotiation, Training
Education
St. Francis College 1978 — 1982
Bachelor of Science (B.S.), Management - Finance and Accounting
Nazareth Regional High School 1974 — 1978
NYS Diploma, High School Academics
Empire Wealth Strategies February 2015 - Present
Education
Harvard Business School 1966 — 1967
Harvard College 1959 — 1963
AB, Social Psychology
Empire Wealth Strategies May 2015 - Present
Independent Financial Consultant January 2012 - May 2015
CIGNA Group Insurance February 2003 - October 2009
Hartford Life January 2001 - February 2003
Unum March 1990 - January 2001
Education
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Malvern Preparatory School
Société Générale June 2015 - August 2015
Qwikword March 2015 - May 2015
AmeriTech Advisors May 2014 - August 2014
Empire Wealth Strategies January 2014 - May 2014
Skills
Leadership, Microsoft Excel, Microsoft Office, Bloomberg Professional, Thomson Reuters, Operations Management, Microsoft Word, PowerPoint, Management, Customer Service, Process Improvement, Team Leadership, Project Management, Electronics, Telecommunications, Analysis, Banking, Factory, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Bachelor's Degree, Finance and Investments
Waseda University 2014 — 2015
Study Abroad, International Finance
Borough of Manhattan Community College 2012 — 2013
Associate in Arts, Business Administration
Empire Wealth Strategies May 2015 - Present
Credit Suisse April 2009 - May 2014
Festoons LLC March 2009 - August 2010
J.P. Morgan 2007 - 2008
Education
Temple University - Fox School of Business and Management 2006 — 2007
Master of Business Administration (M.B.A.)
University of Melbourne 2003 — 2004
MA
Swarthmore College 1997 — 2001
Bachelor of Arts (B.A.)
Undisclosed October 2013 - Present
Empire Wealth Strategies July 2010 - October 2013
Horner Townsend & Kent July 2010 - October 2013
Apex Capital Funding LLC July 2008 - July 2010
Aspen Merchant Capital September 2007 - July 2008
Jango.com January 2007 - September 2007
Skills
Retirement Planning, Estate Planning, Retirement, 401k, Finance, Investments, Series 7, Strategic Financial..., Wealth, Wealth Management, Asset Management, Succession Planning, Wealth Accumulation, Mutual Funds, Wealth Management..., Small Business, Insurance
Education
Auburn University 2001 — 2006
B.S., Business Administration, Marketing
Quinnipiac University August 2014 - Present
Empire Wealth Strategies June 2015 - June 2015
Empire Wealth Strategies January 2015 - June 2015
Olson and Bopps Landscaping 2008 - 2014
Stanley Black & Decker, Inc. June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Management, Public Speaking, PowerPoint, Research, Time Management, Finance, Leadership, Social Networking, Financial Analysis, Data Analysis, Event Planning, Strategic Planning
Education
Quinnipiac University - School of Business 2015 — 2016
Bachelor's Degree, Finance, General, Junior
Tunxis Community College 2012 — 2013
Transfered, Accounting and Finance
NBCUniversal, Inc. September 2015 - Present
WFUV Public Radio June 2015 - Present
live UPTOP May 2015 - August 2015
Empire Wealth Strategies May 2014 - May 2015
Fordham University August 2013 - May 2014
Vector Marketing June 2012 - September 2013
Vector Marketing May 2013 - August 2013
King's Supermarket June 2011 - September 2011
Skills
Sales, Direct Sales, Cold Calling, Marketing, Public Speaking, Sales Operations, Sales Presentations, Sales Management, Customer Service, Marketing Strategy, Sales Process, Communication, Student Development, Customer Service..., Critical Thinking, Student Affairs, Microsoft Word, PowerPoint, Microsoft Excel, Team Leadership, Twitter, Leadership, Motivational Speaking
Education
Fordham University 2012 — 2016
Bachelor of Science, Business Administration
Sacred Heart Academy 2008 — 2012
Advanced Regents Diploma, A
Rosenzweig Financial Services May 2015 - Present
Fordham University October 2014 - Present
Empire Wealth Strategies January 2015 - April 2015
Commercial Furniture Service Corp. June 2013 - January 2015
Zerve April 2014 - August 2014
Sweet Claude's Ice Cream Parlor August 2010 - August 2012
Holiday Hill Day Camp May 2010 - June 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Project Management, Time Management, Event Planning, Facebook, Social Networking, Teamwork, Public Speaking, Social Media, Leadership, Knitwear, Waiting, Spacecraft, Trampolining, Spare Parts, Sword Fighting, Due Diligence, Sports, Hair Care, Meeting Facilitation, Frozen Food, Halloween, Meat, Tree Planting, Friendraising, Frying, Volleyball
Education
Fordham University 2012 — 2016
Business Administration, Concentrations in Entrepreneurship & Finance
Cheshire High School 2008 — 2012
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.7/4.0
Highland Elementary
AMC Theatres May 2013 - Present
Empire Wealth Strategies June 2015 - August 2015
ATA Black Belt Academy August 2005 - January 2014
Wawa, Inc. April 2011 - August 2012
Skills
Leadership, Microsoft Word, PowerPoint, Customer Service, Teaching, Teamwork, Time Management
Education
Rutgers University-New Brunswick 2011 — 2016
Bachelor of Arts and Sciences, Economics
Old Bridge High School 2007 — 2011
Independent September 2015 - Present
Empire Wealth Strategies June 2015 - September 2015
Sachs Walsh Insurance June 2013 - June 2015
University of Maryland Rugby Club November 2012 - May 2014
Manor Country Club October 2011 - September 2012
Gaming Etc June 2011 - August 2011
Skills
Social Media, Marketing, Customer Service, Social Networking, Microsoft Office, Time Management, PowerPoint, Bartending, Microsoft Word, Public Speaking, Food & Beverage, Hospitality, Restaurants, Event Management, Sales, Inventory Management, Microsoft Excel, Event Planning, Teamwork, Research, Leadership
Education
University of Maryland College Park 2010 — 2014
Bachelor's degree, Marketing
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2012 — 2012
Marketing
Fairfield Warde High School
Empire Wealth Strategies September 2015 - Present
Keene High School July 2014 - August 2014
Skills
Communication, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Marketing, Management, Organization Skills, Constructive Feedback, Time Management, Sports Marketing, Sports Management, Efficent, Teamwork, Leadership, Sports, Athletics
Education
St. John's University 2011 — 2015
Bachelor of Science (B.S.), Sports Management
Burnt Hills
Burnt Hills
Burnt Hills
Empire Wealth Strategies June 2015 - August 2015
Candlewood Management Service, Inc. June 2011 - June 2015
Antonio and Flynn Law June 2013 - August 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, HTML, Public Speaking, Social Media, Microsoft SQL Server, Customer Service
Education
Rutgers Business School 2013 — 2017
Supply Chain Management
Rutgers Business School 2013 — 2017
Finance
Old Bridge High School 2009 — 2013
Empire Wealth Strategies May 2015 - August 2015
Axcess Worldwide May 2014 - August 2014
Salween Group May 2014 - August 2014
Kappa Sigma Fraternity November 2013 - May 2014
MKTG INC May 2013 - August 2013
Skills
Divergent Thinking, Leadership, Teamwork, Marketing, Management, Problem Management, Creative Strategy, Organizational..., Critical Thinking, Project Management, Operations Management, Communication, Managing Meetings, Emotional Intelligence, Creativity, Marketing Strategy, Strategy, Persistence, Business Development, Start-ups, Marketing Research, Marketing Communications, Product Marketing, InDesign, Illustrator, Photoshop
Education
Miami University 2013 — 2016
Marketing major, Entrepreneurship minor
Miami University Dolibois European Center (MUDEC) 2014 — 2014
Study Abroad - Luxembourg, Liberal Arts and Sciences/Liberal Studies, Junior Year - Fall
Madison High School 2008 — 2012
Empire Wealth Strategies June 2015 - Present
Jacks Cafe April 2012 - Present
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Management, Research, Project Management, Leadership, Customer Service, Social Media, Social Media Marketing, Time Management, Team Building, Teamwork, Team Leadership, Creative Writing, Online Marketing, Finance, Data Analysis, Social Networking
Education
Rowan University 2012 — 2016
Finance, General, Senior
Empire Wealth Strategies June 2015 - August 2015
McKenzie Floral June 2014 - June 2014
Royal Alliance January 2013 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Sales, Leadership, Social Networking, Facebook, Time Management, Research, Outlook, Team Leadership, Marketing, Customer Service, Finance, Management
Education
Endicott College 2012 — 2015
Bachelor’s Degree, Bachelor of Science in Business Administration, 3.23
Empire Wealth Strategies 2015 - Present
Executive Monetary Management (EMM) August 2014 - September 2014
Textile Textures, Inc., April 2008 - April 2012
Skills
Microsoft Excel, Financial Analysis, Research, Financial Modeling, PowerPoint, Teamwork, Corporate Finance, Public Speaking, Customer Service
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.74, Cum Laude
Edelman August 2015 - Present
P.S Business Management April 2015 - August 2015
Empire Wealth Strategies September 2014 - December 2014
MUJI U.S.A. Limited September 2012 - May 2013
Brooklyn College Honors Academy June 2011 - June 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Fundamental Analysis, Microsoft Word, Event Planning, Investments, Microsoft Office, Data Analysis, Social Media, Stock Trading, Facebook, Market Research, Research, Technical Analysis, Advertising, Marketing, Management, Program Management, Management Accounting, Social Networking
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration, Finance, Major GPA: 3.92 Cumulative GPA: 3.25
Fort Hamilton High School 2007 — 2011
Advanced Regents Dipolma, Honor's Academy
Empire Wealth Strategies June 2010 - Present
Women In Insurance & Financial Services 2014 - 2015
Women In Insurance & Financial Services 2014 - 2015
Women In Insurance & Financial Services 2014 - 2015
Women In Insurance & Financial Services 2014 - 2015
Chase 2010 - 2010
Chase 2010 - 2010
MetLife December 2006 - October 2009
MetLife April 2006 - December 2006
MetLife June 1998 - December 2003
Skills
Leadership, Training, Management, Insurance, Financial Services
Education
Fordham University 1980 — 1984
Bachelor of Science (B.S.)
DriveWealth September 2015 - Present
Dynasty Global Management July 2015 - August 2015
Empire Wealth Strategies June 2015 - July 2015
Paired Media January 2015 - May 2015
Drew University August 2014 - January 2015
Drew University Wall Street Semester July 2014 - August 2014
Skills
Economics, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, French, Teamwork, Time Management, Research, Management, Public Speaking, Social Networking, Investments, Data Analysis, Leadership, Social Media
Education
Drew University 2013 — 2016
Bachelor of Arts (B.A.), Economics
Brewer High School 2009 — 2013
High School Diploma
Empire Wealth Strategies 2015 - 2015
Grillo Investment Management 2010 - 2014
Pace University 2011 - 2012
City University of New York 2010 - 2012
Touro College 2011 - 2011
Marymount University 2010 - 2010
Conrad Capital Mangement 2009 - 2010
Grand Central Capital, LLC 2008 - 2008
Lehman Brothers 2007 - 2008
Rochdale Investment Management 2004 - 2007
Education
Harvard University
BA, English
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance
U.S. Trust, Bank of America Private Wealth Management April 2014 - Present
Morgan Stanley Wealth Management May 2013 - February 2014
Empire Wealth Strategies January 2013 - April 2013
Education
City University of New York-Baruch College 2010 — 2013
BBA, Finance & Investments, Cum Laude
Minski Dzjaržauny Lingvistyèny Universitet 2001 — 2006
BA, Linguistics
TD June 2014 - Present
Empire Wealth Strategies July 2013 - July 2014
National Life Insurance Company January 2008 - June 2013
New York Life Insurance Company August 2005 - January 2008
HSBC July 2004 - April 2005
Bank of New York Mellon 2000 - 2004
S & C Agency, Inc 1990 - 1998
Skills
Insurance, Finance, Employee Benefits, Life Insurance, Estate Planning, Fixed Annuities, Financial Advisory, Risk Management, Financial Services, 401k Rollovers, Retirement, Investment Advisory, Health Insurance, Investments, 401k, Banking, Disability Insurance, FINRA, Financial Planners, Financial Planning, Long-term Care, Mutual Funds, Retirement Planning, Securities, Small Business, Strategic Financial..., Wealth, Wealth Management
Education
New York University 1989 — 1989
Paralegal Certificate, Paralegal Studies
St. Lawrence University 1985 — 1989
BA, Sociology
Suggestaurant January 2014 - Present
Empire Wealth Strategies October 2011 - December 2013
The New York Energy Company August 2010 - August 2011
Lifetime Brands June 2009 - August 2009
Aviarms Support Corporation June 2008 - August 2008
Centaurus Financial® May 2008 - August 2008
Centaurus Financial® May 2007 - August 2007
Skills
Finance, 401k, Portfolio Management, Sales, Mutual Funds, Customer Service, Management, Pensions, Accounting
Education
Indiana University - Kelley School of Business 2007 — 2010
Business-Finance, Finance, Marketing, Accounting
Indiana University Bloomington 2007 — 2010
Finance, Finance
State University of New York at Buffalo 2006 — 2007
Finance
Berwick Academy June 2015 - Present
SAU 29 School District September 2014 - June 2015
Empire Wealth Strategies May 2013 - August 2014
UNH Cooperative Extension January 2013 - April 2013
Apogee Adventures June 2011 - August 2012
Boys & Girls Club of Brattleboro September 2010 - May 2011
AmeriCorps N.C.C.C. July 2009 - May 2010
Skills
Microsoft Office, Research, Public Health, Health Impact Assessment, Data Entry, Comparative Politics, Team Leadership, Microsoft Excel, Microsoft Word, Work Well Independently, PowerPoint, Spreadsheets, Event Planning, Event Management, Classroom Instruction, Classroom Management, Nutritional Counseling, Individual Education..., Backcountry Guide, Technological Learning...
Education
Lesley University 2015 — 2016
Master of Education (M.Ed.), Middle School & High School Humanities
University of New Hampshire 2011 — 2013
Bachelor of Arts (B.A.), Political Science and Public Health, Magna Cum Laude
St. Lawrence University 2007 — 2009
Government and Environmental Literature
Empire Wealth Strategies August 2009 - Present
axa May 2005 - July 2009
MetLife 1993 - 2005
Skills
Retirement Planning, Life Insurance, Insurance, Mutual Funds, Investments, Management, Leadership, Strategic Financial..., Financial Services, Fixed Annuities, Health Insurance, Long-term Care, Account Management, Asset Management, Change Management, Customer Service, Disability Insurance, Employee Benefits, Event Planning, Executive Management, FINRA, New Business Development, Retirement, Risk Management, Securities, Series 63, Series 7, Strategy, Wealth Management
Education
Franklin HS Reisterstown, MD
University of Maryland College Park
Empire Wealth Strategies October 2012 - February 2015
Skills
Investments, Insurance, Investment Management, Series 63, Series 7, Retirement Planning, Mutual Funds, Securities, Equities, Retirement, Customer Service, Hedge Funds, Asset Management, Strategic Financial..., Wealth Management, Fixed Income, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Construction Management
Education
Fairfield University
Drucker Wealth Management August 2013 - Present
Empire Wealth Strategies November 2011 - August 2013
Empire Wealth Strategies January 2011 - November 2011
Penn Mutual June 2010 - August 2010
Skills
Leadership, Investments, Retirement Planning, Customer Service, Securities, Event Management, Analysis, Long-term Care, Health Insurance, Fundraising, Account Management, Bloomberg, Market Research, Forecasting, Asset Allocation, Nonprofits, Finance, Management, Financial Services, Marketing, Microsoft Word, Mutual Funds, Financial Planning, investements planning, Compliance Management, Operations Management, Business Process..., CRM, Reti, Event Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Empire Wealth Strategies 2014 - Present
Summit Medical Group of Berkeley Heights, NJ 2008 - 2013
Apple 2008 - 2013
IBM 2000 - 2007
Verizon 1995 - 2000
Sprint 1988 - 1995
Skills
Vendor Management, System Administration, Healthcare Information..., Troubleshooting, Project Management, Strategic Planning, Management, Negotiation, Servers, IT Strategy, Operations Management, Training, Software Installation, Integration, Selling, Team Leadership, Banking, Routers, Access, Networking, Leadership, Sales, Analysis, Program Management, Telecommunications, Team Building, Quality Assurance, Customer Service, Change Management, Process Improvement, Data Analysis, Business Analysis, WAN, Strategy, Administration, Cloud Computing, Outsourcing, Data Center, Business Intelligence, Security, Solution Selling, Business Development, Account Management, Computer Hardware, CRM, Coaching, Salesforce.com, Information Technology, Project Planning, Managed Services
Education
Manhattan College 1978 — 1982
Bachelor of Science (BS), Marketing and Accounting
Homes of Westchester Financial AdvisorEmpire Wealth StrategiesApril 2013 - Present
Empire Wealth Strategies April 2013 - May 2014
AtOne Real Estate January 2013 - January 2014
Education
Manhattan College 1985 — 1989
Bachelor of Science (BS), Accounting
Saunders
Empire Wealth Strategies April 2014 - Present
Royal Alliance Associates INC May 2010 - April 2014
Royal Alliance Associates INC February 2009 - May 2010
Royal Alliance Associates INC July 2002 - February 2009
Royal Alliance Financial Services October 1997 - 2002
J&W Seligman 1994 - October 1997
Skills
FINRA, Mutual Funds, Financial Services, Series 24, Relationship Management, Finance, Supervisory Experience, Series 4, Compliance, Series 53, Securities, Investments, Series 63, Management, Financial Advisory, Wealth Management, Asset Management
Education
New York University 1987 — 1991
Bachelor of Arts (BA), Psychology
Brookyn Technical High 1987 — 1991
Regents Diploma, Graphic Design
Aaronson Rappaport Feinstein & Deutsch, LLP November 2014 - July 2015
Empire Wealth Strategies September 2013 - December 2014
Drucker Wealth Management April 2012 - September 2013
NYC Department of Education February 2007 - August 2011
Duane Reade June 2011 - July 2011
US Census Bureau April 2010 - May 2010
Skills
Computer Repair, Typing, Cash Handling, Data Entry, Telephone Skills, OS X, Windows 7, Microsoft Office 2007, Fax, Spreadsheets, Computer Hardware, Windows Vista, Outlook, Windows, Office Management, Internet Explorer, Computer Maintenance, Microsoft Word, System Administration, PowerPoint, Online Research, Microsoft Excel, Teamwork, Microsoft Office, Customer Service, Insurance
Education
Hunter College 2011 — 2013
Bachelor of Arts (B.A.), Economics
City University of New York-Baruch College 2008 — 2010
The School for International Studies 2004 — 2008
Advanced Regents Diploma, 2008
New Roc FEC, LLC (Fun Fuzion) April 2014 - Present
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
The Childrens Village November 2013 - April 2014
Samuel D. Katz CPA September 2013 - November 2013
Empire Wealth Strategies June 2013 - August 2013
Brothers Painting Company September 2007 - August 2013
Errol McIntosh R.A., P.C. September 2005 - August 2007
The Gleaner Company Ltd June 1998 - June 2005
Skills
Management, Human Resources, Invoicing, Customer Service, Sales, Administrative..., Accounting, Advertising, Construction, Analytics, Account Reconciliation, QuickBooks, Tax Preparation, Financial Analysis, Budgets, Accounts Payable, Bank Reconciliation, Bookkeeping, Cost Accounting, Sage, Peachtree, International Finance, Managerial Finance, Managerial Economics
Education
Monroe College 2013 — 2014
Master of Business Administration (MBA), Finance, General, 4.00
Monroe College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.97
Monroe College 2010 — 2011
Associate, Business Administration
Empire Wealth Strategies January 1990 - Present
Concord Fabrics June 1972 - December 1990
Skills
Insurance, Health Insurance, Employee Benefits, Administrative..., Outlook, Disability Insurance, Term Life Insurance, Whole Life, Data Entry, Life Insurance, Long-term Care, 401k, Financial Planners, Retirement, Claim, Retirement Planning
Education
Fashion Institute of Technology 1972 — 1974
Bachelor’s Degree, Early Childhood Education and Teaching
Lasell College 1969 — 1971
Early Childhood Education and Teaching
Empire Wealth Strategies 2012 - 2012
Education
St. Francis College 2012 — 2015
Empire Wealth Strategies June 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning
Education
Loyola University Maryland 2011 — 2015
Rye High School 2007 — 2011