First Allied
Industry: Company
DescriptionFounded: 1994 Parent organization: FAS Holdings, Inc. Subsidiary: First Allied Securities, Inc., Asset Management Arm
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First Allied Employees
Employee
Years
Job
Industry
Deanna Liberatore Deanna Liberatore's First Allied Experience February 2014 - December 2014
Job Assistant Accountant at The Bonadio Group
Industry Accounting
Experience
The Bonadio Group December 2014 - Present
First Allied February 2014 - December 2014
First Allied May 2012 - February 2014
Romeo's Restaurant December 2005 - October 2012
Volunteer Income Tax Assistance Program February 2012 - April 2012
Lewiston Village Pub September 2011 - December 2011
Rochester General Health System May 2011 - August 2011
Skills
Accounting, Accounts Receivable, Financial Statements, QuickBooks, Microsoft Excel, Accounts Payable, Microsoft Word, PowerPoint, Outlook, Peachtree, Microsoft Office, Financial Analysis, Financial Reporting, Customer Service, Data Entry, General Ledger, Tax Preparation, Financial Accounting, Payroll, Account Reconciliation, Auditing, Invoicing, Journal Entries, Tax, Bank Reconciliation, Forecasting, Fixed Assets, Cash Flow, Spreadsheets
Education
Saint John Fisher College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Cayuga Community College 2012 — 2012
Niagara University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting, Graduate
The Bonadio Group December 2014 - Present
First Allied February 2014 - December 2014
First Allied May 2012 - February 2014
Romeo's Restaurant December 2005 - October 2012
Volunteer Income Tax Assistance Program February 2012 - April 2012
Lewiston Village Pub September 2011 - December 2011
Rochester General Health System May 2011 - August 2011
Skills
Accounting, Accounts Receivable, Financial Statements, QuickBooks, Microsoft Excel, Accounts Payable, Microsoft Word, PowerPoint, Outlook, Peachtree, Microsoft Office, Financial Analysis, Financial Reporting, Customer Service, Data Entry, General Ledger, Tax Preparation, Financial Accounting, Payroll, Account Reconciliation, Auditing, Invoicing, Journal Entries, Tax, Bank Reconciliation, Forecasting, Fixed Assets, Cash Flow, Spreadsheets
Education
Saint John Fisher College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Cayuga Community College 2012 — 2012
Niagara University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting, Graduate
Chrissy Roth Chrissy Roth's First Allied Experience October 2012 - May 2013
Job Sales Representative at NiiD Technologies
Industry Information Technology and Services
Experience
NiiD Technologies July 2013 - Present
CoreLogic June 2013 - Present
First Allied October 2012 - May 2013
Company, 20 Inc. May 2012 - August 2012
Kaupp Equestrian January 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Customer Service, Event Management, Time Management, Highly detail oriented, Project Management, Finance, Accounting, Data Analysis
Education
SUNY Cortland 2011 — 2012
Bachelor of Science, Sport Management, 3.56
NiiD Technologies July 2013 - Present
CoreLogic June 2013 - Present
First Allied October 2012 - May 2013
Company, 20 Inc. May 2012 - August 2012
Kaupp Equestrian January 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Customer Service, Event Management, Time Management, Highly detail oriented, Project Management, Finance, Accounting, Data Analysis
Education
SUNY Cortland 2011 — 2012
Bachelor of Science, Sport Management, 3.56
Caitlin McQuay Caitlin McQuay's First Allied Experience 2015 - Present
Job Acquisitions Manager
Industry Commercial Real Estate
Experience
First Allied 2015 - Present
The UPS Store 2009 - 2015
Skills
Cashiering, Customer Service, Management, PowerPoint, Retail, Sales
Education
Rochester Institute of Technology 2010 — 2014
Master of Science (MS), Criminal Justice
Canisius College 2006 — 2010
Bachelor of Arts (BA), Criminal Justice
First Allied 2015 - Present
The UPS Store 2009 - 2015
Skills
Cashiering, Customer Service, Management, PowerPoint, Retail, Sales
Education
Rochester Institute of Technology 2010 — 2014
Master of Science (MS), Criminal Justice
Canisius College 2006 — 2010
Bachelor of Arts (BA), Criminal Justice
John Vogl John Vogl's First Allied Experience May 2014 - February 2015
Job District Sales Manager at GPC
Industry Automotive
Experience
Genuine Parts Company February 2015 - Present
First Allied May 2014 - February 2015
Lake Beverage Corp. January 2010 - April 2014
Skills
Sales, Commercial Real Estate, Sales Operations, Sales Management, New Business Development, Retail, Leases, Marketing Strategy, Real Estate
Education
St. John Fisher College 2004 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Genuine Parts Company February 2015 - Present
First Allied May 2014 - February 2015
Lake Beverage Corp. January 2010 - April 2014
Skills
Sales, Commercial Real Estate, Sales Operations, Sales Management, New Business Development, Retail, Leases, Marketing Strategy, Real Estate
Education
St. John Fisher College 2004 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Shawn Kramer, RCDD Shawn Kramer, RCDD's First Allied Experience 1995 - 1997
Job Sales Director at CommScope
Industry Telecommunications
Experience
CommScope SalesAnixterJanuary 2000 - December 2003
First Allied 1995 - 1997
Skills
Wireless, Negotiation, Telecommunications, Data Center, Solution Selling, Fiber Optics, Sales Operations, Sales Management, Sales, VoIP, Account Management, Channel Partners, Optical Fiber, New Business Development, Managed Services, Business Development, Cabling, Project Planning, Co-location, Direct Sales, Sales Process, Product Management, Unified Communications, Strategic Partnerships, Telephony, IP
Education
State University of New York College at Oswego 1988 — 1991
CommScope SalesAnixterJanuary 2000 - December 2003
First Allied 1995 - 1997
Skills
Wireless, Negotiation, Telecommunications, Data Center, Solution Selling, Fiber Optics, Sales Operations, Sales Management, Sales, VoIP, Account Management, Channel Partners, Optical Fiber, New Business Development, Managed Services, Business Development, Cabling, Project Planning, Co-location, Direct Sales, Sales Process, Product Management, Unified Communications, Strategic Partnerships, Telephony, IP
Education
State University of New York College at Oswego 1988 — 1991
Nick Kelley, CPA Nick Kelley, CPA's First Allied Experience October 2012 - February 2014
Job Supervisor Outsource Accounting Services at Insero & Company CPAs, P.C.
Industry Accounting
Experience
Insero & Company CPAs, P.C. April 2015 - Present
Bluetone Communications March 2014 - March 2015
First Allied October 2012 - February 2014
Mengel, Metzger, Barr & Co. LLP October 2012 - October 2012
Mengel, Metzger, Barr & Co. LLP August 2010 - September 2012
Fust Charles Chambers October 2007 - July 2010
Skills
Accounting, Audit, Financial Reporting, Auditing, General Ledger, Budgeting, Financial Accounting, GAAP, Fixed Assets
Education
SUNY Geneseo 2003 — 2007
B.S., Accounting
Insero & Company CPAs, P.C. April 2015 - Present
Bluetone Communications March 2014 - March 2015
First Allied October 2012 - February 2014
Mengel, Metzger, Barr & Co. LLP October 2012 - October 2012
Mengel, Metzger, Barr & Co. LLP August 2010 - September 2012
Fust Charles Chambers October 2007 - July 2010
Skills
Accounting, Audit, Financial Reporting, Auditing, General Ledger, Budgeting, Financial Accounting, GAAP, Fixed Assets
Education
SUNY Geneseo 2003 — 2007
B.S., Accounting
Melissa Hanson Melissa Hanson's First Allied Experience April 2012 - September 2012
Job CPA, MBA Candidate UNC KenanFlagler Business School
Industry Higher Education
Experience
Jones Lang LaSalle October 2012 - May 2015
First Allied April 2012 - September 2012
First Allied October 2011 - April 2012
Torrey Pines Research June 2009 - August 2011
SBE Entertainment January 2010 - June 2010
Skills
Accounting, Financial Analysis, Financial Reporting, QuickBooks, MRI Software, Accounts Receivable, Accounts Payable, Microsoft Excel, Budgets, Forecasting, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Statements, General Ledger, Account Reconciliation, Expenses, Finance, Cash Flow Forecasting, Invoicing, Variance Analysis, Journal Entries, Analysis, Accruals, Financial Accounting, JD Edwards, GAAP, Cash Flow, Bank Reconciliation, CPA, Year-end Close, Pivot Tables
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate and Corporate Finance
University of California, Los Angeles 2007 — 2010
Bachelors, Economics
Jones Lang LaSalle October 2012 - May 2015
First Allied April 2012 - September 2012
First Allied October 2011 - April 2012
Torrey Pines Research June 2009 - August 2011
SBE Entertainment January 2010 - June 2010
Skills
Accounting, Financial Analysis, Financial Reporting, QuickBooks, MRI Software, Accounts Receivable, Accounts Payable, Microsoft Excel, Budgets, Forecasting, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Statements, General Ledger, Account Reconciliation, Expenses, Finance, Cash Flow Forecasting, Invoicing, Variance Analysis, Journal Entries, Analysis, Accruals, Financial Accounting, JD Edwards, GAAP, Cash Flow, Bank Reconciliation, CPA, Year-end Close, Pivot Tables
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate and Corporate Finance
University of California, Los Angeles 2007 — 2010
Bachelors, Economics
David Glazer David Glazer's First Allied Experience June 2013 - August 2013
Job Director of the Energy Sector at Mutual Investment Club of Cornell
Industry Banking
Experience
Mutual Investment Club of Cornell January 2014 - Present
Dwight Securities Management, LLC June 2015 - August 2015
Seventh Generation June 2014 - August 2014
First Allied June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Leadership, Teamwork, Financial Analysis, Data Analysis
Education
Cornell University 2013 — 2017
Bachelor's Degree, Applied Economics and Management
Pittsford Sutherland High School 2009 — 2013
Graduate with Honors
Mutual Investment Club of Cornell January 2014 - Present
Dwight Securities Management, LLC June 2015 - August 2015
Seventh Generation June 2014 - August 2014
First Allied June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Leadership, Teamwork, Financial Analysis, Data Analysis
Education
Cornell University 2013 — 2017
Bachelor's Degree, Applied Economics and Management
Pittsford Sutherland High School 2009 — 2013
Graduate with Honors
Jeremy Hinckley Jeremy Hinckley's First Allied Experience September 2011 - August 2012
Job Professional in Accounting
Industry Accounting
Experience
The Bonadio Group 2013 - 2014
The Bonadio Group 2013 - 2014
First Allied September 2011 - August 2012
Flower City Tissue Mills November 2010 - September 2011
Cooperstown Dreams Park May 2007 - August 2007
Skills
Accounting, Inventory Management, Logistics, Finance, Financial Analysis, Budgets, QuickBooks, Forecasting, Microsoft Excel, Microsoft Office, Market Research, Strategic Planning, Accounts Payable, Accounts Receivable
Education
State University of New York College at Brockport 2012 — 2013
Bachelor of Science (B.S.), Accounting, 3.53
Rochester Institute of Technology 2009 — 2010
Masters, Business Administration; Finance, 3.5
State University of New York College at Brockport 2006 — 2009
BS, Business Administration Management, 3.5
The Bonadio Group 2013 - 2014
The Bonadio Group 2013 - 2014
First Allied September 2011 - August 2012
Flower City Tissue Mills November 2010 - September 2011
Cooperstown Dreams Park May 2007 - August 2007
Skills
Accounting, Inventory Management, Logistics, Finance, Financial Analysis, Budgets, QuickBooks, Forecasting, Microsoft Excel, Microsoft Office, Market Research, Strategic Planning, Accounts Payable, Accounts Receivable
Education
State University of New York College at Brockport 2012 — 2013
Bachelor of Science (B.S.), Accounting, 3.53
Rochester Institute of Technology 2009 — 2010
Masters, Business Administration; Finance, 3.5
State University of New York College at Brockport 2006 — 2009
BS, Business Administration Management, 3.5
Deanna Simonetti Deanna Simonetti's First Allied Experience November 2008 - April 2010
Job Leasing Manager at American Campus Communities
Industry Real Estate
Experience
American Campus Communities September 2013 - Present
Wilmorite April 2010 - October 2013
First Allied November 2008 - April 2010
Skills
Event Management, Event Planning, Social Media, Customer Service, Corporate Events, Microsoft Office, Marketing Communications, Public Relations, Marketing Strategy, Marketing, Social Media Marketing, Microsoft Excel
Education
Walden University 2005 — 2007
Master’s Degree, Education
State University of New York College at Oneonta 2001 — 2005
Bachelor of Education (BEd), Education
American Campus Communities September 2013 - Present
Wilmorite April 2010 - October 2013
First Allied November 2008 - April 2010
Skills
Event Management, Event Planning, Social Media, Customer Service, Corporate Events, Microsoft Office, Marketing Communications, Public Relations, Marketing Strategy, Marketing, Social Media Marketing, Microsoft Excel
Education
Walden University 2005 — 2007
Master’s Degree, Education
State University of New York College at Oneonta 2001 — 2005
Bachelor of Education (BEd), Education
John Longo's First Allied Experience 2005 - 2006
Job Brokerage & Asset Management
Industry Financial Services
Experience
Brokerage Consulting Group, LLC June 2014 - Present
Western Asset Management December 2013 - June 2014
Accountemps 2012 - 2013
San Diego City Employees Retirement System June 2009 - October 2009
LPL Financial Corporation June 2006 - January 2009
First Allied 2005 - 2006
Target December 2004 - November 2005
Ameriprise Financial January 2001 - October 2004
Skills
Process Improvement, Asset Managment, Securities, Mutual Funds, Investments, Leadership, Sales, Microsoft Office
Education
New York Institute of Finance 2007 — 2007
Various Certificates, Investments & Banking
The University of North Dakota 1999 — 2000
Commercial Aviation
Thomson Financial - Prometric
Series 6, 7 & 63, FINRA Regulatory Authority
Brokerage Consulting Group, LLC June 2014 - Present
Western Asset Management December 2013 - June 2014
Accountemps 2012 - 2013
San Diego City Employees Retirement System June 2009 - October 2009
LPL Financial Corporation June 2006 - January 2009
First Allied 2005 - 2006
Target December 2004 - November 2005
Ameriprise Financial January 2001 - October 2004
Skills
Process Improvement, Asset Managment, Securities, Mutual Funds, Investments, Leadership, Sales, Microsoft Office
Education
New York Institute of Finance 2007 — 2007
Various Certificates, Investments & Banking
The University of North Dakota 1999 — 2000
Commercial Aviation
Thomson Financial - Prometric
Series 6, 7 & 63, FINRA Regulatory Authority
Danny O'Callaghan's First Allied Experience
Job Stock Trader at First Allied
Industry Commercial Real Estate
Experience
First Allied
Skills
Microsoft Office, Team Building, Customer Service, QuickBooks, Asset Management, Budgets, Strategic Planning, Microsoft Excel, Negotiation, Series 7, Microsoft Word, New Business Development
Education
University of Oregon 1987 — 1991
First Allied
Skills
Microsoft Office, Team Building, Customer Service, QuickBooks, Asset Management, Budgets, Strategic Planning, Microsoft Excel, Negotiation, Series 7, Microsoft Word, New Business Development
Education
University of Oregon 1987 — 1991
Emily Kovatch's First Allied Experience November 2014 - Present
Job Staff Accountant at First Allied
Industry Accounting
Experience
First Allied November 2014 - Present
First Allied September 2013 - November 2014
First Allied October 2012 - September 2013
VoicePort February 2012 - October 2012
SUNY Brockport Education and Human Development Department August 2010 - May 2011
VoicePort June 2007 - August 2007
Skills
Argus Modeling, MRI Software, Microsoft Excel, General Ledger, QuickBooks, Time Management, Microsoft Office, Accounts Receivable, Customer Satisfaction, Accounts Payable, Testing
Education
SUNY Brockport 2008 — 2012
Bachelor of Science (BS), Accounting
First Allied November 2014 - Present
First Allied September 2013 - November 2014
First Allied October 2012 - September 2013
VoicePort February 2012 - October 2012
SUNY Brockport Education and Human Development Department August 2010 - May 2011
VoicePort June 2007 - August 2007
Skills
Argus Modeling, MRI Software, Microsoft Excel, General Ledger, QuickBooks, Time Management, Microsoft Office, Accounts Receivable, Customer Satisfaction, Accounts Payable, Testing
Education
SUNY Brockport 2008 — 2012
Bachelor of Science (BS), Accounting
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