First Albany Corp
Industry: Company
DescriptionHeadquarters: Albany, NY Parent organization: First Albany Companies, Inc.
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First Albany Corp Employees
Employee
Years
Job
Industry
Gosia Bushko Gosia Bushko's First Albany Corp Experience May 1990 - May 2000
Job Senior Client Service Manager at Canby Financial Advisors
Industry Financial Services
Experience
Canby Financial Advisors November 2008 - Present
Goldman Sachs June 2000 - September 2008
First Albany Corp. May 1990 - May 2000
Skills
Investments, Financial Services, Portfolio Management, Securities, Finance, Financial Advisory, Insurance, Management, FINRA, Internal Audit, Client Services, Equities, Series 7
Education
University of Massachusetts, Amherst 1988 — 1990
Master of Science (MS), Business Administration and Management, General
Warsaw School of Economics 1981 — 1985
Bachelor's degree, Economics
Isenberg School of Management, UMass Amherst
Master's Degree
Canby Financial Advisors November 2008 - Present
Goldman Sachs June 2000 - September 2008
First Albany Corp. May 1990 - May 2000
Skills
Investments, Financial Services, Portfolio Management, Securities, Finance, Financial Advisory, Insurance, Management, FINRA, Internal Audit, Client Services, Equities, Series 7
Education
University of Massachusetts, Amherst 1988 — 1990
Master of Science (MS), Business Administration and Management, General
Warsaw School of Economics 1981 — 1985
Bachelor's degree, Economics
Isenberg School of Management, UMass Amherst
Master's Degree
Clayton Liscom Clayton Liscom's First Albany Corp Experience May 1994 - April 1997
Job Wealth Advisor at Ayco/Goldman Sachs
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company April 1999 - Present
Financial Peace University 2012 - 2013
First Albany Corp. May 1994 - April 1997
KeyBank January 1992 - May 1994
First Investment Management June 1982 - January 1992
Skills
Legacy Planning, Estate Planning, Tactical Asset..., Alternative Investment..., Stocks, Bonds, Mutual Funds, Insurance
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance, General
The Institute of Chartered Financial Analysts
Chartered Financial Analyst (CFA)
Kettering University
BIE, Industrial Engineering
The Ayco Company, L.P., a Goldman Sachs Company April 1999 - Present
Financial Peace University 2012 - 2013
First Albany Corp. May 1994 - April 1997
KeyBank January 1992 - May 1994
First Investment Management June 1982 - January 1992
Skills
Legacy Planning, Estate Planning, Tactical Asset..., Alternative Investment..., Stocks, Bonds, Mutual Funds, Insurance
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance, General
The Institute of Chartered Financial Analysts
Chartered Financial Analyst (CFA)
Kettering University
BIE, Industrial Engineering
Mike Evans Mike Evans's First Albany Corp Experience 2001 - 2003
Job Venture Architect Principal at BCG Digital Ventures
Industry Management Consulting
Experience
BCG Digital Ventures 2015 - Present
Fresh & Easy 2013 - 2015
Fresh & Easy 2012 - 2013
Sports Authority 2011 - 2012
Sports Authority 2010 - 2011
WineTamer 2009 - 2010
McKinsey & Company 2004 - 2009
First Albany Corp. 2001 - 2003
American Management Systems 1999 - 2001
Skills
Marketing Strategy, Multi-channel Marketing, Direct Marketing, Loyalty Programs, Customer Insight, Business Strategy, Joint Ventures, International Business, Analytics, CRM, Digital Marketing, E-commerce, Retail, Strategy, Social Media Marketing, SEM, Big Data, Multi-channel Retail, Retail Management, Marketing ROI, Loyalty Marketing, Customer Relationship..., Customer Acquisition, Customer Retention, Competitive Strategy, Pricing Strategy, New Business Development, Global Business..., International Licensing, Brand Licensing, Predictive Analytics, Customer Analytics, Equity Research, Software Consulting, Early-stage Startups, Strategic Planning, Grocery, Sporting Goods, Digital Strategy, Market Research, Start-ups, Cross-functional Team..., Entrepreneurship, Management, Leadership, Marketing, Business Development, Segmentation, Competitive Analysis
Education
Colgate University
Bachelor’s Degree
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
BCG Digital Ventures 2015 - Present
Fresh & Easy 2013 - 2015
Fresh & Easy 2012 - 2013
Sports Authority 2011 - 2012
Sports Authority 2010 - 2011
WineTamer 2009 - 2010
McKinsey & Company 2004 - 2009
First Albany Corp. 2001 - 2003
American Management Systems 1999 - 2001
Skills
Marketing Strategy, Multi-channel Marketing, Direct Marketing, Loyalty Programs, Customer Insight, Business Strategy, Joint Ventures, International Business, Analytics, CRM, Digital Marketing, E-commerce, Retail, Strategy, Social Media Marketing, SEM, Big Data, Multi-channel Retail, Retail Management, Marketing ROI, Loyalty Marketing, Customer Relationship..., Customer Acquisition, Customer Retention, Competitive Strategy, Pricing Strategy, New Business Development, Global Business..., International Licensing, Brand Licensing, Predictive Analytics, Customer Analytics, Equity Research, Software Consulting, Early-stage Startups, Strategic Planning, Grocery, Sporting Goods, Digital Strategy, Market Research, Start-ups, Cross-functional Team..., Entrepreneurship, Management, Leadership, Marketing, Business Development, Segmentation, Competitive Analysis
Education
Colgate University
Bachelor’s Degree
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
Chuck Rothman Chuck Rothman's First Albany Corp Experience June 1990 - May 1997
Job User Services at Siena College
Industry Higher Education
Experience
Siena College August 1997 - Present
First Albany Corp. June 1990 - May 1997
Skills
Desktop Computers, Science Fiction, Creative Writing, Laptops, Tablets, Blackboard, Smartevals
Education
State University of New York at Albany 1984 — 1988
M.A., Creative Writing
Union College 1970 — 1974
Bachelor of Arts (B.A.), Social sciences
Siena College August 1997 - Present
First Albany Corp. June 1990 - May 1997
Skills
Desktop Computers, Science Fiction, Creative Writing, Laptops, Tablets, Blackboard, Smartevals
Education
State University of New York at Albany 1984 — 1988
M.A., Creative Writing
Union College 1970 — 1974
Bachelor of Arts (B.A.), Social sciences
David P Santos David P Santos's First Albany Corp Experience August 1991 - September 2001
Job Financial Advisor at Cetera Investment Services
Industry Financial Services
Experience
Catholic Central High School January 2010 - Present
Troy Savings Bank Music Hall October 2011 - September 2014
Cetera Financial Group September 2006 - May 2014
Pioneer Savings Bank September 2006 - May 2014
Janney Montgomery Scott October 2001 - September 2006
First Albany Corp August 1991 - September 2001
Skills
Asset Managment, Series 7, Customer Service, Series 63, Retirement Planning, Mutual Funds, Series 65, Bloomberg, Wealth Management, Securities, Investment Advisory, Series 24
Education
The College of Saint Rose 2003 — 2004
CFP
Marist College 1982 — 1986
BA, Political Science
Catholic Central High School January 2010 - Present
Troy Savings Bank Music Hall October 2011 - September 2014
Cetera Financial Group September 2006 - May 2014
Pioneer Savings Bank September 2006 - May 2014
Janney Montgomery Scott October 2001 - September 2006
First Albany Corp August 1991 - September 2001
Skills
Asset Managment, Series 7, Customer Service, Series 63, Retirement Planning, Mutual Funds, Series 65, Bloomberg, Wealth Management, Securities, Investment Advisory, Series 24
Education
The College of Saint Rose 2003 — 2004
CFP
Marist College 1982 — 1986
BA, Political Science
M Katherine (Katie) Pieper M Katherine (Katie) Pieper's First Albany Corp Experience May 1986 - May 1987
Job Managing Principal at Unionview Investment Group LLC
Industry Financial Services
Experience
Unionview Investment Group LLC August 2009 - Present
Morgan Stanley Smith Barney February 2000 - August 2009
Smith Barney/Salomon Smith Barney September 1992 - January 2000
Shearson Lehman April 1989 - August 1992
Alex. Brown & Sons June 1987 - February 1989
First Albany Corp. May 1986 - May 1987
Education
Seattle University 1991 — 1994
MS, Finance
University of Tennessee-Knoxville 1979 — 1983
BA, Political Science
Unionview Investment Group LLC August 2009 - Present
Morgan Stanley Smith Barney February 2000 - August 2009
Smith Barney/Salomon Smith Barney September 1992 - January 2000
Shearson Lehman April 1989 - August 1992
Alex. Brown & Sons June 1987 - February 1989
First Albany Corp. May 1986 - May 1987
Education
Seattle University 1991 — 1994
MS, Finance
University of Tennessee-Knoxville 1979 — 1983
BA, Political Science
David Bernat's First Albany Corp Experience February 1996 - March 1997
Job Securities Structuring, Risk Management & Compliance
Industry Financial Services
Experience
Mission Markets Inc. September 2012 - April 2015
Jackson Securities April 2010 - August 2012
Banc of America Securities LLC November 2001 - May 2009
Prudential Securities December 1998 - November 2000
KPMG Peat Marwick LLP April 1997 - December 1998
First Albany Corp. February 1996 - March 1997
Merrill Lynch August 1988 - January 1996
The Penn Central Corporation January 1980 - December 1986
Skills
Market Risk, Public Finance, Credit Risk, Municipal Bonds, Private Placements, Legal Compliance, Financial Risk, Risk Assessment, Standards Compliance, Credit Analysis, Securities Regulation, Enterprise Risk..., Interest Rate..., Contract Negotiation, Securities Offerings, Regulation D, Corporate Finance, Investment Banking, Investments, Securities, Capital Markets, Due Diligence, Finance, Equities, Asset Management, Structured Finance, Fixed Income, Strategy, Management, Financial Modeling
Education
Columbia University in the City of New York 1987 — 1988
Master of Business Administration (MBA), Accounting and Finance
Duke University 1975 — 1978
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3.39
Union College 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government, 3.54
Mission Markets Inc. September 2012 - April 2015
Jackson Securities April 2010 - August 2012
Banc of America Securities LLC November 2001 - May 2009
Prudential Securities December 1998 - November 2000
KPMG Peat Marwick LLP April 1997 - December 1998
First Albany Corp. February 1996 - March 1997
Merrill Lynch August 1988 - January 1996
The Penn Central Corporation January 1980 - December 1986
Skills
Market Risk, Public Finance, Credit Risk, Municipal Bonds, Private Placements, Legal Compliance, Financial Risk, Risk Assessment, Standards Compliance, Credit Analysis, Securities Regulation, Enterprise Risk..., Interest Rate..., Contract Negotiation, Securities Offerings, Regulation D, Corporate Finance, Investment Banking, Investments, Securities, Capital Markets, Due Diligence, Finance, Equities, Asset Management, Structured Finance, Fixed Income, Strategy, Management, Financial Modeling
Education
Columbia University in the City of New York 1987 — 1988
Master of Business Administration (MBA), Accounting and Finance
Duke University 1975 — 1978
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3.39
Union College 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government, 3.54
David Reo David Reo's First Albany Corp Experience October 1999 - March 2000
Job Owner, Reo Financial Services
Industry Financial Services
Experience
JPT June 1991 - Present
First Albany Corp October 1999 - March 2000
Skills
Strategic Planning, New Business Development
Education
The College of Saint Rose 1989 — 1990
BS Finance, Finance/ Management
catholic central high school
JPT June 1991 - Present
First Albany Corp October 1999 - March 2000
Skills
Strategic Planning, New Business Development
Education
The College of Saint Rose 1989 — 1990
BS Finance, Finance/ Management
catholic central high school
Jay Nilan Jay Nilan's First Albany Corp Experience 1997 - 1999
Job Fixed Income Trader Leveraged Loans & High Yield at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management / John Hancock Asset Management June 2014 - Present
John Hancock Asset Management February 2007 - June 2014
Leerink Swann 2003 - 2005
Robertson Stephens 2000 - 2002
WR Hambrecht + Co 2000 - 2000
Volpe, Brown & Whelan 1999 - 2000
First Albany Corp 1997 - 1999
Skills
Equities, Bloomberg, Investments, Fixed Income, Securities, Asset Management, Hedge Funds, Mutual Funds, Portfolio Management, Capital Markets, Supply Chain Management, Logistics, Purchasing
Education
Northeastern University 2010 — 2011
Graduate Certificate, Supply Chain Management
Boston College 1991 — 1995
B.S, Human Resource Management
Manulife Asset Management / John Hancock Asset Management June 2014 - Present
John Hancock Asset Management February 2007 - June 2014
Leerink Swann 2003 - 2005
Robertson Stephens 2000 - 2002
WR Hambrecht + Co 2000 - 2000
Volpe, Brown & Whelan 1999 - 2000
First Albany Corp 1997 - 1999
Skills
Equities, Bloomberg, Investments, Fixed Income, Securities, Asset Management, Hedge Funds, Mutual Funds, Portfolio Management, Capital Markets, Supply Chain Management, Logistics, Purchasing
Education
Northeastern University 2010 — 2011
Graduate Certificate, Supply Chain Management
Boston College 1991 — 1995
B.S, Human Resource Management
Dan Santandrea Dan Santandrea's First Albany Corp Experience 2000 - 2004
Job Director, Consulting Services at CGI
Industry Information Technology and Services
Experience
CGI November 2005 - Present
First Albany Corp. 2000 - 2004
Alltel Information Services 2001 - 2001
Alltel Information Services 2001 - 2001
Alltel Information Services 2001 - 2001
Alltel Information Services 2001 - 2001
General Dynamics 1995 - 2000
Skills
IT Strategy, SDLC, Requirements Analysis, Software Project..., Business Intelligence, Engagement Management, SOA, Agile Methodologies, Business Analysis, Global Delivery, Integration, PMO, Business Process Design
Education
Rensselaer Polytechnic Institute 1987 — 1989
Master of Science, Applied Mathematics
Siena College 1983 — 1987
Bachelor of Arts, Mathematics
CGI November 2005 - Present
First Albany Corp. 2000 - 2004
Alltel Information Services 2001 - 2001
Alltel Information Services 2001 - 2001
Alltel Information Services 2001 - 2001
Alltel Information Services 2001 - 2001
General Dynamics 1995 - 2000
Skills
IT Strategy, SDLC, Requirements Analysis, Software Project..., Business Intelligence, Engagement Management, SOA, Agile Methodologies, Business Analysis, Global Delivery, Integration, PMO, Business Process Design
Education
Rensselaer Polytechnic Institute 1987 — 1989
Master of Science, Applied Mathematics
Siena College 1983 — 1987
Bachelor of Arts, Mathematics
Wendy Panzera Wendy Panzera's First Albany Corp Experience January 1997 - September 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Open Arms Church January 2013 - Present
Computer Visions, LLC November 2012 - Present
Homeschool August 2001 - Present
Office of International Health October 2009 - April 2010
U.S. Department of State February 2009 - September 2009
Mary Kay Inc. April 2005 - November 2007
First Albany Corp. January 1997 - September 2004
First Albany Corp. November 1994 - December 1996
Skills
SQL, HTML, Visual Basic, QuickBooks, Microsoft Excel, Access, Microsoft Word, InfoPath, Budget Monitoring, Financial Reporting, Training, Investments, Business Analysis, Project Management, Project Coordination, Financial Modeling, Budgets, Strategic Planning
Education
Liberty University 2015 — 2018
Master of Business Administration (MBA)
Bob Jones University 1988 — 1991
Bachelor of Science (BS), Financial Management
University of Central Arkansas 1987 — 1988
Open Arms Church January 2013 - Present
Computer Visions, LLC November 2012 - Present
Homeschool August 2001 - Present
Office of International Health October 2009 - April 2010
U.S. Department of State February 2009 - September 2009
Mary Kay Inc. April 2005 - November 2007
First Albany Corp. January 1997 - September 2004
First Albany Corp. November 1994 - December 1996
Skills
SQL, HTML, Visual Basic, QuickBooks, Microsoft Excel, Access, Microsoft Word, InfoPath, Budget Monitoring, Financial Reporting, Training, Investments, Business Analysis, Project Management, Project Coordination, Financial Modeling, Budgets, Strategic Planning
Education
Liberty University 2015 — 2018
Master of Business Administration (MBA)
Bob Jones University 1988 — 1991
Bachelor of Science (BS), Financial Management
University of Central Arkansas 1987 — 1988
Richard Daskin, CFA, CFP(R)'s First Albany Corp Experience 1995 - 2006
Job CIO RSD Advisors, consultant Cumberland Advisors, Harvest Advisors
Industry Investment Management
Experience
RSD Advisors January 2010 - Present
Cumberland Advisors March 2013 - Present
Harvest Investments, LTD October 2008 - December 2013
Goldstein Capital April 2006 - October 2008
First Albany Corp 1995 - 2006
Donaldson Lufkin & Jenrette 1989 - 1994
Alex Brown & Sons 1982 - 1986
Lazard Freres 1982 - 1986
Chemical Bank 1981 - 1985
US Trust Company of NY 1979 - 1982
Skills
Financial Analysis, People Skills, Financial Planning, Strategic Financial..., Fixed Income, Investments, Equities, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Alternative Investments, Trading, Asset Allocation, Derivatives, Economics, Investment Management, Portfolio Management, Bonds, Finance, Municipal Bonds, High Yield Bonds, Public Finance
Education
University at Albany, SUNY 1975 — 1979
BA, Economics and Computer Science
Division Avenue High School 1971 — 1975
HS, Academic
RSD Advisors January 2010 - Present
Cumberland Advisors March 2013 - Present
Harvest Investments, LTD October 2008 - December 2013
Goldstein Capital April 2006 - October 2008
First Albany Corp 1995 - 2006
Donaldson Lufkin & Jenrette 1989 - 1994
Alex Brown & Sons 1982 - 1986
Lazard Freres 1982 - 1986
Chemical Bank 1981 - 1985
US Trust Company of NY 1979 - 1982
Skills
Financial Analysis, People Skills, Financial Planning, Strategic Financial..., Fixed Income, Investments, Equities, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Alternative Investments, Trading, Asset Allocation, Derivatives, Economics, Investment Management, Portfolio Management, Bonds, Finance, Municipal Bonds, High Yield Bonds, Public Finance
Education
University at Albany, SUNY 1975 — 1979
BA, Economics and Computer Science
Division Avenue High School 1971 — 1975
HS, Academic
Don Krapf's First Albany Corp Experience 1987 - 1992
Job Senior Principal Engineer Software
Industry Computer Software
Experience
General Dynamics Advanced Information Systems 2011 - Present
DHS / US-CERT 2004 - 2011
UUNet/WorldCom June 1999 - January 2004
AccessAbility Internet Systems January 1995 - December 1999
Concentric Technologies April 1994 - April 1995
Landmark Systems Corp May 1993 - April 1994
AT&T October 1992 - May 1993
First Albany Corp 1987 - 1992
Identification & Security Systems 1984 - 1987
ISC Systems Corp 1981 - 1984
Skills
Computer Forensics, Security, Malware Analysis, Vulnerability Assessment, Information Assurance, Testing, Computer Security, Unix, IP, Penetration Testing, Systems Engineering, Security Clearance, Information Security, Information Security..., Integration, Network Security, Incident Response, Vulnerability Management, System Architecture
Education
Rensselaer Polytechnic Institute
B.S., Computer Science
General Dynamics Advanced Information Systems 2011 - Present
DHS / US-CERT 2004 - 2011
UUNet/WorldCom June 1999 - January 2004
AccessAbility Internet Systems January 1995 - December 1999
Concentric Technologies April 1994 - April 1995
Landmark Systems Corp May 1993 - April 1994
AT&T October 1992 - May 1993
First Albany Corp 1987 - 1992
Identification & Security Systems 1984 - 1987
ISC Systems Corp 1981 - 1984
Skills
Computer Forensics, Security, Malware Analysis, Vulnerability Assessment, Information Assurance, Testing, Computer Security, Unix, IP, Penetration Testing, Systems Engineering, Security Clearance, Information Security, Information Security..., Integration, Network Security, Incident Response, Vulnerability Management, System Architecture
Education
Rensselaer Polytechnic Institute
B.S., Computer Science
Ronald A. DiGiore Jr.'s First Albany Corp Experience 1995 - 2000
Job Regional Vice President at SunAmerica Asset Management
Industry Financial Services
Experience
SunAmerica Asset Management October 2010 - Present
SunAmerica Asset Management October 2007 - September 2010
Piper Jaffray & Co. 2000 - 2007
First Albany Corp. 1995 - 2000
Skills
Mutual Funds, 401k, Series 63, Retirement Planning, Series 7, Alternative Investments, Series 6, Retirement, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Financial Services, Equities, Investments
Education
Canisius College 1991 — 1995
BS, Finance
SunAmerica Asset Management October 2010 - Present
SunAmerica Asset Management October 2007 - September 2010
Piper Jaffray & Co. 2000 - 2007
First Albany Corp. 1995 - 2000
Skills
Mutual Funds, 401k, Series 63, Retirement Planning, Series 7, Alternative Investments, Series 6, Retirement, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Financial Services, Equities, Investments
Education
Canisius College 1991 — 1995
BS, Finance
Keith Abatto's First Albany Corp Experience June 2001 - February 2002
Job Chief Financial Officer at Horizon Bradco & BakeRite
Industry Consumer Services
Experience
Horizon Bradco & Bake-Rite January 2015 - Present
Environment One Corporation August 2013 - January 2015
Environment One Corporation November 2002 - August 2013
Quandt's Foodservice Distributors February 2002 - November 2002
First Albany Corp. June 2001 - February 2002
Engine Systems Company June 1999 - June 2001
Environment One Corporation June 1996 - June 1999
KPMG September 1993 - June 1996
Walquist, Renodin, & Miller , P.C., Certified Public Accountants January 1990 - August 1993
Skills
Leadership, Building Leadership..., Team Leadership, Leadership Development, Management, Strategic Planning, Profit & Loss Management, Cost Control, Business Process..., Analysis, Working Capital..., Cash Flow Management, Cross Functional Team..., Succession Planning, Supply Chain Management, Financial Modeling, Organizational..., Inventory Management, Inventory Analysis, Contract Negotiation, Collections Management, Corporate Governance, Treasury Management, Financial Reporting, Project Management, Inventory Control, Planning, Financial Analysis, Information Technology, Information Systems, Capital Structure, Grant Preparation, Go-to-market Strategy, Risk Management, Team Motivation
Education
Siena College 1990 — 1993
BBA, Accounting, Accounting, 3.8 GPA
Horizon Bradco & Bake-Rite January 2015 - Present
Environment One Corporation August 2013 - January 2015
Environment One Corporation November 2002 - August 2013
Quandt's Foodservice Distributors February 2002 - November 2002
First Albany Corp. June 2001 - February 2002
Engine Systems Company June 1999 - June 2001
Environment One Corporation June 1996 - June 1999
KPMG September 1993 - June 1996
Walquist, Renodin, & Miller , P.C., Certified Public Accountants January 1990 - August 1993
Skills
Leadership, Building Leadership..., Team Leadership, Leadership Development, Management, Strategic Planning, Profit & Loss Management, Cost Control, Business Process..., Analysis, Working Capital..., Cash Flow Management, Cross Functional Team..., Succession Planning, Supply Chain Management, Financial Modeling, Organizational..., Inventory Management, Inventory Analysis, Contract Negotiation, Collections Management, Corporate Governance, Treasury Management, Financial Reporting, Project Management, Inventory Control, Planning, Financial Analysis, Information Technology, Information Systems, Capital Structure, Grant Preparation, Go-to-market Strategy, Risk Management, Team Motivation
Education
Siena College 1990 — 1993
BBA, Accounting, Accounting, 3.8 GPA
James W. Maguire's First Albany Corp Experience June 1989 - December 1990
Job Senior Sales Trader at ABG Services/ICD Securities
Industry Investment Management
Experience
ICD Securities Inc January 2014 - Present
Abg Services, Inc. January 2014 - Present
Smith Barney January 2008 - December 2013
HSBC Retail Banking and Wealth Management January 2005 - December 2007
Citi January 2001 - December 2004
Citi January 1991 - December 2000
First Albany Corp. June 1989 - December 1990
Skills
Wealth Management, Series 7, Mutual Funds, Investments, Portfolio Management, Securities, Equities, Risk Management, Capital Markets, Trading Strategies, Investment Strategies, Interest Rates, Finance, Strategic Planning, Financial Analysis, Risk Modeling, Fixed Income, Core Banking, Economics, Macroeconomics, Global Economics, Interest Rate Risk..., Interest Rate Hedging, Capital Markets Analysis, Capital Markets Advisory, Credit, Trading, Investment Advisory, International Economics, Balance Sheet, Asset Allocation, Financial Services, Retail Banking, Team Leadership, Economic Research, Operational Planning, Economic Development, Financial Risk, Equity Capital Markets, Financial Markets, Sales Management, Public Speaking, Business Development, Institutional
Education
Stony Brook University
Bachelor of Arts (B.A.), Economics
ICD Securities Inc January 2014 - Present
Abg Services, Inc. January 2014 - Present
Smith Barney January 2008 - December 2013
HSBC Retail Banking and Wealth Management January 2005 - December 2007
Citi January 2001 - December 2004
Citi January 1991 - December 2000
First Albany Corp. June 1989 - December 1990
Skills
Wealth Management, Series 7, Mutual Funds, Investments, Portfolio Management, Securities, Equities, Risk Management, Capital Markets, Trading Strategies, Investment Strategies, Interest Rates, Finance, Strategic Planning, Financial Analysis, Risk Modeling, Fixed Income, Core Banking, Economics, Macroeconomics, Global Economics, Interest Rate Risk..., Interest Rate Hedging, Capital Markets Analysis, Capital Markets Advisory, Credit, Trading, Investment Advisory, International Economics, Balance Sheet, Asset Allocation, Financial Services, Retail Banking, Team Leadership, Economic Research, Operational Planning, Economic Development, Financial Risk, Equity Capital Markets, Financial Markets, Sales Management, Public Speaking, Business Development, Institutional
Education
Stony Brook University
Bachelor of Arts (B.A.), Economics
Joseph Krist's First Albany Corp Experience April 2003 - November 2005
Job Municipal Credit Consultant at municreditnews.com
Industry Financial Services
Experience
municreditnews.com October 2014 - Present
UBS Wealth Management October 2009 - August 2014
Lord Abbett & Co. LLC November 2005 - March 2009
First Albany Corp April 2003 - November 2005
Oppenheimer Funds November 1989 - July 2002
Municipal Bond Investors Assurance Corp January 1988 - November 1989
Manufacturers Hanover Trust Co March 1980 - December 1987
Shearson Loeb Rhoades Securities November 1978 - February 1980
Skills
Capital Markets, Bonds, Mutual Funds, Finance, Credit Analysis, Credit, Securities, Project Finance, Analysis, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Investments, Series 7, Financial Analysis
Education
Syracuse University 1973 — 1977
B.A, History, Economics
Syracuse University - Maxwell School 1973 — 1977
B.A., Economics, History
municreditnews.com October 2014 - Present
UBS Wealth Management October 2009 - August 2014
Lord Abbett & Co. LLC November 2005 - March 2009
First Albany Corp April 2003 - November 2005
Oppenheimer Funds November 1989 - July 2002
Municipal Bond Investors Assurance Corp January 1988 - November 1989
Manufacturers Hanover Trust Co March 1980 - December 1987
Shearson Loeb Rhoades Securities November 1978 - February 1980
Skills
Capital Markets, Bonds, Mutual Funds, Finance, Credit Analysis, Credit, Securities, Project Finance, Analysis, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Investments, Series 7, Financial Analysis
Education
Syracuse University 1973 — 1977
B.A, History, Economics
Syracuse University - Maxwell School 1973 — 1977
B.A., Economics, History
Keith D. Vink's First Albany Corp Experience 1994 - 2000
Job Vice President/Wealth Management at Purshe Kaplan Sterling Investments
Industry Financial Services
Experience
Purshe Kaplan Sterling Investments October 2005 - Present
Morgan Stanley 2000 - 2005
First Albany Corp. 1994 - 2000
Prudential Securities 1984 - 1994
Skills
Equities, Fixed Income, Portfolio Management, Mutual Funds, Series 7
Education
Siena College
BS, Finance
Siena College
Bachelor of Science (B.S.) Finance
Purshe Kaplan Sterling Investments October 2005 - Present
Morgan Stanley 2000 - 2005
First Albany Corp. 1994 - 2000
Prudential Securities 1984 - 1994
Skills
Equities, Fixed Income, Portfolio Management, Mutual Funds, Series 7
Education
Siena College
BS, Finance
Siena College
Bachelor of Science (B.S.) Finance
Kathleen Clohessy's First Albany Corp Experience 1990 - 1993
Job Litigation Analyst at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C. February 2003 - Present
Member Firms / Investment Advisors 1993 - 2003
First Albany Corp. 1990 - 1993
Bingham McCutchen LLP 1988 - 1990
Moseley Securities 1985 - 1988
Skills
Litigation, Civil Litigation, Employment Law
Education
Montclair State University 1973 — 1978
Bachelor's Degree, Mathematics and English Literature
Bressler, Amery & Ross, P.C. February 2003 - Present
Member Firms / Investment Advisors 1993 - 2003
First Albany Corp. 1990 - 1993
Bingham McCutchen LLP 1988 - 1990
Moseley Securities 1985 - 1988
Skills
Litigation, Civil Litigation, Employment Law
Education
Montclair State University 1973 — 1978
Bachelor's Degree, Mathematics and English Literature
James Thorp's First Albany Corp Experience January 1991 - April 1992
Job Portfolio Manager Investment Management Professional
Industry Investment Management
Experience
The Ayco Company, L.P. A Goldman Sachs Company June 2001 - May 2014
Federal Home Loan Bank of New York September 1996 - June 2001
The Dai-ichi Kangyo Bank November 1992 - September 1996
First Albany Corp. January 1991 - April 1992
Skills
Portfolio Management, Investments, Investment Strategies, Fixed Income, Series 7, Equities, Hedge Funds, Asset Management, Financial Analysis, Bloomberg, Credit Risk, Trading, Financial Modeling, Investment Management, New Business Development, Series 63, series 24
Education
Fordham Gabelli School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance
Georgetown University 1986 — 1990
Bachelor's Degree, Economics
City University London 1989 — 1989
Cass Business School - Economics/Finance Program
The Ayco Company, L.P. A Goldman Sachs Company June 2001 - May 2014
Federal Home Loan Bank of New York September 1996 - June 2001
The Dai-ichi Kangyo Bank November 1992 - September 1996
First Albany Corp. January 1991 - April 1992
Skills
Portfolio Management, Investments, Investment Strategies, Fixed Income, Series 7, Equities, Hedge Funds, Asset Management, Financial Analysis, Bloomberg, Credit Risk, Trading, Financial Modeling, Investment Management, New Business Development, Series 63, series 24
Education
Fordham Gabelli School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance
Georgetown University 1986 — 1990
Bachelor's Degree, Economics
City University London 1989 — 1989
Cass Business School - Economics/Finance Program
Jay Donnaruma's First Albany Corp Experience September 1970 - June 2000
Job Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2004 - Present
First Albany Corp September 1970 - June 2000
Education
Fairfield University
Bachelor's degree, English Literature (British and Commonwealth)
Institute of Finance
Janney Montgomery Scott January 2004 - Present
First Albany Corp September 1970 - June 2000
Education
Fairfield University
Bachelor's degree, English Literature (British and Commonwealth)
Institute of Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY