Gary Goldberg Financial Services
Industry: Company
DescriptionFounded: 1972 Subsidiary: Gary Goldberg Planning Services, Inc
Gary Goldberg Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Gary Goldberg Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Gary Goldberg Financial Services Employees
Employee
Years
Job
Industry
Rich Kersting Rich Kersting's Gary Goldberg Financial Services Experience May 2015 - August 2015
Job Student at Binghamton University School of Management
Industry Financial Services
Experience
Pipe Dream October 2012 - Present
Gary Goldberg Financial Services May 2015 - August 2015
Gary Goldberg Financial Services May 2014 - August 2015
Gary Goldberg Financial Services May 2013 - August 2013
Skills
Proofreading, News Writing, Philosophy, Feature Articles, Literature, Presentation Design, Microsoft Excel, Writing, Bloomberg Terminal, Rhetoric, Keynote, PowerPoint, Presentation Development, Facebook, Morningstar, Orion, Advent, Business
Education
Binghamton University - School of Management 2012 — 2016
Finance, General
Warwick Valley High School 2008 — 2012
Advanced Regents Diploma, Rank 6 of 373, A+
Pipe Dream October 2012 - Present
Gary Goldberg Financial Services May 2015 - August 2015
Gary Goldberg Financial Services May 2014 - August 2015
Gary Goldberg Financial Services May 2013 - August 2013
Skills
Proofreading, News Writing, Philosophy, Feature Articles, Literature, Presentation Design, Microsoft Excel, Writing, Bloomberg Terminal, Rhetoric, Keynote, PowerPoint, Presentation Development, Facebook, Morningstar, Orion, Advent, Business
Education
Binghamton University - School of Management 2012 — 2016
Finance, General
Warwick Valley High School 2008 — 2012
Advanced Regents Diploma, Rank 6 of 373, A+
Oksana Kavka Oksana Kavka's Gary Goldberg Financial Services Experience 2012 - Present
Job Investor Services Representative at Gary Goldberg Financial Services
Industry Financial Services
Experience
Gary Goldberg Financial Services 2012 - Present
Skills
Equities, Financial Services, Investments, Wealth Management, Finance, Banking, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics
Gary Goldberg Financial Services 2012 - Present
Skills
Equities, Financial Services, Investments, Wealth Management, Finance, Banking, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics
William Krivicich William Krivicich's Gary Goldberg Financial Services Experience April 1997 - Present
Job CFA, Chief Investment Officer at Gary Goldberg Financial Services
Industry
Experience
Gary Goldberg Financial Services April 1997 - Present
Education
State University of New York at New Paltz
Bachelor’s of Science Degree in Finance
Gary Goldberg Financial Services April 1997 - Present
Education
State University of New York at New Paltz
Bachelor’s of Science Degree in Finance
Johann Lepasana's Gary Goldberg Financial Services Experience January 2010 - Present
Job Portfolio Analyst at Gary Goldberg Financial Services
Industry Financial Services
Experience
Gary Goldberg Financial Services January 2010 - Present
Gary Goldberg Financial Services August 2007 - December 2009
Skills
Alternative Investments, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Equities, Bonds, Trading, Investment Strategies, Series 63, Series 7
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2010
Bachelor of Science, Finance
Garfield High School
Gary Goldberg Financial Services January 2010 - Present
Gary Goldberg Financial Services August 2007 - December 2009
Skills
Alternative Investments, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Equities, Bonds, Trading, Investment Strategies, Series 63, Series 7
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2010
Bachelor of Science, Finance
Garfield High School
Chris Fried's Gary Goldberg Financial Services Experience June 2008 - June 2010
Job User Experience Architect
Industry Computer Software
Experience
Avanade Inc. November 2013 - June 2015
Avanade May 2013 - November 2013
Avanade May 2012 - May 2013
Bagel Boys Cafe Inc. July 2010 - February 2012
Undergraduate Work September 2010 - May 2011
Gary Goldberg Financial Services June 2008 - June 2010
Skills
User Experience, User Interface Design, Photoshop, Dreamweaver, Axure, HTML, HTML5, HTML + CSS, CSS, HTML 5, Wireframes, Flash, Interaction Design, jQuery, Card Sorting, OS X, Heuristic Evaluation, Usability, Adobe Fireworks, XHTML, Contextual Inquiry, ActionScript, User Experience Design, Front-end, Paper Prototyping, User-centered Design, Usability Testing, JavaScript, Persona, User Interface, Social Media, Information Architecture, Accessibility, Human Computer..., User Research
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Informatics and Computing
Avanade Inc. November 2013 - June 2015
Avanade May 2013 - November 2013
Avanade May 2012 - May 2013
Bagel Boys Cafe Inc. July 2010 - February 2012
Undergraduate Work September 2010 - May 2011
Gary Goldberg Financial Services June 2008 - June 2010
Skills
User Experience, User Interface Design, Photoshop, Dreamweaver, Axure, HTML, HTML5, HTML + CSS, CSS, HTML 5, Wireframes, Flash, Interaction Design, jQuery, Card Sorting, OS X, Heuristic Evaluation, Usability, Adobe Fireworks, XHTML, Contextual Inquiry, ActionScript, User Experience Design, Front-end, Paper Prototyping, User-centered Design, Usability Testing, JavaScript, Persona, User Interface, Social Media, Information Architecture, Accessibility, Human Computer..., User Research
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Informatics and Computing
David Garfinkle David Garfinkle's Gary Goldberg Financial Services Experience 2002 - 2005
Job Owner/Founder at Garfinkle Benefits
Industry Insurance
Experience
Garfinkle Benefits 2008 - Present
Atlantis Health Plan 2005 - 2008
Gary Goldberg Financial Services 2002 - 2005
Mass Mutual, New York Life & The MONY Group 1990 - 2001
Paramount Pictures 1980 - 1989
Education
University of Maryland College Park 1970 — 1974
BA, Political Science & Economics
Garfinkle Benefits 2008 - Present
Atlantis Health Plan 2005 - 2008
Gary Goldberg Financial Services 2002 - 2005
Mass Mutual, New York Life & The MONY Group 1990 - 2001
Paramount Pictures 1980 - 1989
Education
University of Maryland College Park 1970 — 1974
BA, Political Science & Economics
Samantha Sabo's Gary Goldberg Financial Services Experience January 2011 - August 2012
Job Jr. Studio Productions Coordinator at THE NETAPORTER GROUP
Industry
Experience
THE NET-A-PORTER GROUP June 2015 - Present
Young Consulting Group September 2014 - December 2014
Gilt.com June 2014 - August 2014
Spotify September 2013 - May 2014
Gary Goldberg Financial Services January 2011 - August 2012
Skills
Teamwork, Project Management, PowerPoint, Microsoft Excel, Microsoft Word, Communication, Marketing, Operations Management, Agile Project Management
Education
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Marketing and Operations Management
Suffern High School 2007 — 2011
High School
THE NET-A-PORTER GROUP June 2015 - Present
Young Consulting Group September 2014 - December 2014
Gilt.com June 2014 - August 2014
Spotify September 2013 - May 2014
Gary Goldberg Financial Services January 2011 - August 2012
Skills
Teamwork, Project Management, PowerPoint, Microsoft Excel, Microsoft Word, Communication, Marketing, Operations Management, Agile Project Management
Education
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Marketing and Operations Management
Suffern High School 2007 — 2011
High School
Steven DeMundo's Gary Goldberg Financial Services Experience June 2011 - September 2011
Job Executive Council Agent at New York Life
Industry Financial Services
Experience
New York Life & MainStay Investments November 2013 - Present
National Income Life Insurance Company July 2013 - October 2013
Hudson Valley Federal Credit Union October 2011 - June 2013
Gary Goldberg Financial Services June 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Banking, Finance, Mutual Funds, PowerPoint, Life & Health Insurance..., Microsoft Access, Series 6, series 63, Analysis, Investments, Insurance, Leadership
Education
Seton Hall University 2013 — 2013
Master of Business Administration (MBA), International Business, 3.5
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science, Business Economics: Finance Concentration, 3.0
New York Life & MainStay Investments November 2013 - Present
National Income Life Insurance Company July 2013 - October 2013
Hudson Valley Federal Credit Union October 2011 - June 2013
Gary Goldberg Financial Services June 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Banking, Finance, Mutual Funds, PowerPoint, Life & Health Insurance..., Microsoft Access, Series 6, series 63, Analysis, Investments, Insurance, Leadership
Education
Seton Hall University 2013 — 2013
Master of Business Administration (MBA), International Business, 3.5
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science, Business Economics: Finance Concentration, 3.0
Jonathan Rood Jonathan Rood's Gary Goldberg Financial Services Experience June 2013 - July 2013
Job Audit Intern at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - Present
Village of Tarrytown June 2014 - August 2014
Town of Greenburgh, NY June 2014 - August 2014
University at Albany 2013 - 2014
Gary Goldberg Financial Services June 2013 - July 2013
Edgemont Day Camp June 2008 - August 2012
Town of Greenburgh, NY 2011 - 2011
Skills
Accounting, History, Radio Broadcasting, Marketing, Microsoft Word, Microsoft Excel, Public Speaking, Project Management, Team Leadership, Social Media Marketing, PowerPoint, Microsoft Office, Time Management, Teamwork, Event Planning, Social Media, Customer Service, Research
Education
SUNY Albany 2011 — 2015
ardsley high school
McGladrey June 2015 - Present
Village of Tarrytown June 2014 - August 2014
Town of Greenburgh, NY June 2014 - August 2014
University at Albany 2013 - 2014
Gary Goldberg Financial Services June 2013 - July 2013
Edgemont Day Camp June 2008 - August 2012
Town of Greenburgh, NY 2011 - 2011
Skills
Accounting, History, Radio Broadcasting, Marketing, Microsoft Word, Microsoft Excel, Public Speaking, Project Management, Team Leadership, Social Media Marketing, PowerPoint, Microsoft Office, Time Management, Teamwork, Event Planning, Social Media, Customer Service, Research
Education
SUNY Albany 2011 — 2015
ardsley high school
Ray Stine Ray Stine's Gary Goldberg Financial Services Experience January 1988 - Present
Job Senior Investment Consultant at Gary Goldberg Financial Services
Industry Financial Services
Experience
Gary Goldberg Financial Services January 1988 - Present
Skills
Retirement, Estate Planning, Investments, Finance, Financial Services
Education
Ohio University
Bachelor's Degree, Architectural Engineering
University of Virginia
Executive Management Program
Gary Goldberg Financial Services January 1988 - Present
Skills
Retirement, Estate Planning, Investments, Finance, Financial Services
Education
Ohio University
Bachelor's Degree, Architectural Engineering
University of Virginia
Executive Management Program
Eric Rossman Eric Rossman's Gary Goldberg Financial Services Experience February 2010 - Present
Job Senior Portfolio Analyst at Gary Goldberg Financial Services
Industry Financial Services
Experience
Gary Goldberg Financial Services February 2010 - Present
Gary Goldberg Financial Services June 2006 - January 2010
Skills
Financial Services, Financial Analysis, Series 63, Investments, Finance, Strategic Financial..., Investment Strategies, Mutual Funds, Series 7, ETFs, Investment Advisory, Wealth Management, Data Analysis, Equities, Asset Management, Portfolio Management
Education
Binghamton University - School of Management 2002 — 2006
Finance, Marketing
Gary Goldberg Financial Services February 2010 - Present
Gary Goldberg Financial Services June 2006 - January 2010
Skills
Financial Services, Financial Analysis, Series 63, Investments, Finance, Strategic Financial..., Investment Strategies, Mutual Funds, Series 7, ETFs, Investment Advisory, Wealth Management, Data Analysis, Equities, Asset Management, Portfolio Management
Education
Binghamton University - School of Management 2002 — 2006
Finance, Marketing
Richard Kersting Richard Kersting's Gary Goldberg Financial Services Experience 2003 - Present
Job Senior Vice President, Gary Goldberg Financial Services
Industry Financial Services
Experience
Gary Goldberg Financial Services 2003 - Present
GMG Defensive Beta Fund(MPDAX) 2009 - Present
Montebello Partners 2009 - Present
Legacy Benefit Assurance LLc 2011 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Equities, Asset Managment, Strategic Financial..., Data Analysis, Series 63, High Yield, Tactical Asset..., Alternative Investments, Series 65, Special Situations, Wealth Management..., Separately Managed..., Investment Strategies, ETFs, Global Macro
Education
SUNY Albany 1985 — 1988
Gary Goldberg Financial Services 2003 - Present
GMG Defensive Beta Fund(MPDAX) 2009 - Present
Montebello Partners 2009 - Present
Legacy Benefit Assurance LLc 2011 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Equities, Asset Managment, Strategic Financial..., Data Analysis, Series 63, High Yield, Tactical Asset..., Alternative Investments, Series 65, Special Situations, Wealth Management..., Separately Managed..., Investment Strategies, ETFs, Global Macro
Education
SUNY Albany 1985 — 1988
Barry Gold Barry Gold's Gary Goldberg Financial Services Experience 2005 - 2011
Job at Self
Industry Writing and Editing
Experience
Self 2005 - Present
Gary Goldberg Financial Services 2005 - 2011
Gotham Writers' Workshop 2005 - 2009
Great Harvest Bread Co. 2002 - 2004
Knoll Pharmaceutical Corp 1998 - 2001
Wyeth 1994 - 1998
Uniformed Services University of the Health Sciences 1984 - 1988
Anaquest 1984 - 1988
Skills
Editing, Creative Writing, Biochemistry, Public Speaking, Copy Editing, Teaching, Research, Books, Editorial, Publishing, Social Media, Blogging, Freelance Writing, Publications, Newsletters, Non-fiction
Education
New York Writer's Workshop 2012 — 2013
Gotham Writer's Workshop 2005 — 2009
Yale University School of Medicine 1975 — 1978
Pharmacology, Psychiatry
Boston University 1971 — 1975
Ph.D., Pharmacology
University of Cincinnati 1964 — 1968
B.S., Zoology
New York Writers Workshop
Self 2005 - Present
Gary Goldberg Financial Services 2005 - 2011
Gotham Writers' Workshop 2005 - 2009
Great Harvest Bread Co. 2002 - 2004
Knoll Pharmaceutical Corp 1998 - 2001
Wyeth 1994 - 1998
Uniformed Services University of the Health Sciences 1984 - 1988
Anaquest 1984 - 1988
Skills
Editing, Creative Writing, Biochemistry, Public Speaking, Copy Editing, Teaching, Research, Books, Editorial, Publishing, Social Media, Blogging, Freelance Writing, Publications, Newsletters, Non-fiction
Education
New York Writer's Workshop 2012 — 2013
Gotham Writer's Workshop 2005 — 2009
Yale University School of Medicine 1975 — 1978
Pharmacology, Psychiatry
Boston University 1971 — 1975
Ph.D., Pharmacology
University of Cincinnati 1964 — 1968
B.S., Zoology
New York Writers Workshop
Daniel Piccininni Daniel Piccininni's Gary Goldberg Financial Services Experience May 2015 - August 2015
Job Junior Analyst at Orange Value Fund
Industry Investment Banking
Experience
Gary Goldberg Financial Services May 2015 - August 2015
Hudson River Adventures May 2014 - August 2014
ICA Risk Management Consultants May 2014 - August 2014
The Durst Organization June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Data Analysis, Bloomberg Terminal
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Bachelor of Science (B.S.), Finance, Economics, Minor Global Enterprise Techology
Gary Goldberg Financial Services May 2015 - August 2015
Hudson River Adventures May 2014 - August 2014
ICA Risk Management Consultants May 2014 - August 2014
The Durst Organization June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Data Analysis, Bloomberg Terminal
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Bachelor of Science (B.S.), Finance, Economics, Minor Global Enterprise Techology
Oliver Pursche's Gary Goldberg Financial Services Experience January 2005 - December 2014
Job Chief Executive Officer at Bruderman Brothers, LLC
Industry Financial Services
Experience
Bruderman Brothers, LLC January 2015 - Present
Co-Portfolio Manager GMG Defensive Beta Fund December 2008 - Present
Gary Goldberg Financial Services January 2005 - December 2014
Trust Company of America September 2002 - December 2004
Neuberger Berman March 1997 - September 2002
PaineWebber 1996 - 1997
Olde Discount Brokerage 1994 - 1996
Skills
Asset Management, Alternative Investments, Tactical Asset..., Global Macro, Business Process..., Sales Growth, Equities, Commodity, Finance, Hedging, Mutual Funds, Investment Strategies, Hedge Funds, ETFs, Wealth Management, Investment Advisory, Investment Management, Asset Allocation, Series 7, Asset Managment, Financial Markets, Portfolio Management, Trading, Investments, Financial Advisory, Series 63, Securities, Fixed Income, Strategic Financial..., Options, Series 65, FINRA, Bonds, Capital Markets, Financial Services, Management
Education
Bentley University 1989 — 1992
BS, Communications, Finance
Greens Farms Academy 1986 — 1989
Bruderman Brothers, LLC January 2015 - Present
Co-Portfolio Manager GMG Defensive Beta Fund December 2008 - Present
Gary Goldberg Financial Services January 2005 - December 2014
Trust Company of America September 2002 - December 2004
Neuberger Berman March 1997 - September 2002
PaineWebber 1996 - 1997
Olde Discount Brokerage 1994 - 1996
Skills
Asset Management, Alternative Investments, Tactical Asset..., Global Macro, Business Process..., Sales Growth, Equities, Commodity, Finance, Hedging, Mutual Funds, Investment Strategies, Hedge Funds, ETFs, Wealth Management, Investment Advisory, Investment Management, Asset Allocation, Series 7, Asset Managment, Financial Markets, Portfolio Management, Trading, Investments, Financial Advisory, Series 63, Securities, Fixed Income, Strategic Financial..., Options, Series 65, FINRA, Bonds, Capital Markets, Financial Services, Management
Education
Bentley University 1989 — 1992
BS, Communications, Finance
Greens Farms Academy 1986 — 1989
Gary Goldberg's Gary Goldberg Financial Services Experience January 1972 - Present
Job Founder & CEO, Gary Goldberg Financial Services
Industry Financial Services
Experience
Gary Goldberg Financial Services January 1972 - Present
Skills
Investments, Mutual Funds, Investment Strategies, Financial Services, Investment Management, Finance, Equities, Alternative Investments, ETFs, Investment Advisory, Portfolio Management, Asset Management, commodity, Wealth Management, Strategic Financial..., Series 7, Series 63
Education
Bard College
Bachelor's degree
Brooklyn Law School
Gary Goldberg Financial Services January 1972 - Present
Skills
Investments, Mutual Funds, Investment Strategies, Financial Services, Investment Management, Finance, Equities, Alternative Investments, ETFs, Investment Advisory, Portfolio Management, Asset Management, commodity, Wealth Management, Strategic Financial..., Series 7, Series 63
Education
Bard College
Bachelor's degree
Brooklyn Law School
Sidney Abramowitz RFC®, CLTC Sidney Abramowitz RFC®, CLTC's Gary Goldberg Financial Services Experience December 2005 - November 2008
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
Gary Goldberg Financial Services December 2005 - November 2008
Investment Advisors and Consultants Inc August 1994 - August 2005
Education
LIU Brooklyn 1957 — 1960
B.S, magna cum laude, Pharmacy, Business Economics
Ameriprise Financial Services, Inc. November 2008 - Present
Gary Goldberg Financial Services December 2005 - November 2008
Investment Advisors and Consultants Inc August 1994 - August 2005
Education
LIU Brooklyn 1957 — 1960
B.S, magna cum laude, Pharmacy, Business Economics
Ryan Weathers's Gary Goldberg Financial Services Experience December 2013 - January 2014
Job Associate Risk Consultant at KPMG
Industry Accounting
Experience
KPMG June 2014 - August 2014
Gary Goldberg Financial Services December 2013 - January 2014
Skills
Microsoft Office
Education
Binghamton University - School of Management 2012 — 2015
KPMG June 2014 - August 2014
Gary Goldberg Financial Services December 2013 - January 2014
Skills
Microsoft Office
Education
Binghamton University - School of Management 2012 — 2015
Ida Sandler's Gary Goldberg Financial Services Experience June 2005 - Present
Job Senior Investor Services Representative at Bruderman Brothers, Inc.
Industry Financial Services
Experience
Gary Goldberg Financial Services June 2005 - Present
Skills
Wealth Management, Finance, Strategic Financial..., Investments, Investment Advisory, Asset Management
Education
SUNY New Paltz 2003 — 2005
Bachelor, International Business
Ramapo College of New Jersey 2001 — 2003
Bachelor, International Business
Gary Goldberg Financial Services June 2005 - Present
Skills
Wealth Management, Finance, Strategic Financial..., Investments, Investment Advisory, Asset Management
Education
SUNY New Paltz 2003 — 2005
Bachelor, International Business
Ramapo College of New Jersey 2001 — 2003
Bachelor, International Business
Emily M. Browning, CAMS Emily M. Browning, CAMS's Gary Goldberg Financial Services Experience June 2008 - August 2008
Job Senior Associate at PwC Financial Services, Risk and Regulatory
Industry Financial Services
Experience
PwC July 2015 - Present
Morgan Stanley Wealth Management October 2014 - July 2015
Morgan Stanley Wealth Management January 2014 - October 2014
Morgan Stanley Wealth Management February 2012 - January 2014
Citigroup March 2010 - February 2012
Lehman Brothers December 2009 - March 2010
Gary Goldberg Financial Services June 2008 - August 2008
Dagwood's Deli and Sub Shop May 2007 - November 2007
Skills
Due Diligence, AML, Anti Money Laundering, Financial Services, USA PATRIOT Act, Strategy
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Business; Economic Consulting; Public Policy Analysis
Universiteit Maastricht 2008 — 2008
International Economics
Ridgewood High School 2001 — 2005
High School
PwC July 2015 - Present
Morgan Stanley Wealth Management October 2014 - July 2015
Morgan Stanley Wealth Management January 2014 - October 2014
Morgan Stanley Wealth Management February 2012 - January 2014
Citigroup March 2010 - February 2012
Lehman Brothers December 2009 - March 2010
Gary Goldberg Financial Services June 2008 - August 2008
Dagwood's Deli and Sub Shop May 2007 - November 2007
Skills
Due Diligence, AML, Anti Money Laundering, Financial Services, USA PATRIOT Act, Strategy
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Business; Economic Consulting; Public Policy Analysis
Universiteit Maastricht 2008 — 2008
International Economics
Ridgewood High School 2001 — 2005
High School
Chris Nieves Chris Nieves's Gary Goldberg Financial Services Experience December 2009 - February 2013
Job Junior Quantitative Portfolio Analyst at TFS Capital
Industry Financial Services
Experience
TFS Capital March 2013 - Present
Gary Goldberg Financial Services December 2009 - February 2013
Skills
Bloomberg, Financial Modeling, R, VBA, Matlab, Investments, SQL, Alternative Investments, Statistics
Education
Cornell University 2011 — 2012
M.Eng, Operations Research (concentration in Financial Engineering)
Cornell University 2007 — 2011
B.A., Economics
TFS Capital March 2013 - Present
Gary Goldberg Financial Services December 2009 - February 2013
Skills
Bloomberg, Financial Modeling, R, VBA, Matlab, Investments, SQL, Alternative Investments, Statistics
Education
Cornell University 2011 — 2012
M.Eng, Operations Research (concentration in Financial Engineering)
Cornell University 2007 — 2011
B.A., Economics
Jesse Velten Jesse Velten's Gary Goldberg Financial Services Experience May 2008 - August 2010
Job Closing Associate at New York Life Real Estate Investors
Industry Financial Services
Experience
New York Life Real Estate Investors April 2015 - Present
New York Life Real Estate Investors December 2011 - April 2015
Manhattan College Student Government April 2010 - April 2011
Gary Goldberg Financial Services May 2008 - August 2010
Skills
Mutual Funds, Strategic Planning, Research, Event Planning, Microsoft Word, Marketing Strategy, Social Media, PowerPoint, CRM, Analysis, Financial Analysis, Recruiting, Data Analysis, Financial Modeling
Education
Manhattan College 2007 — 2011
Bachelor of Science (BS), Finance & Management
New York Life Real Estate Investors April 2015 - Present
New York Life Real Estate Investors December 2011 - April 2015
Manhattan College Student Government April 2010 - April 2011
Gary Goldberg Financial Services May 2008 - August 2010
Skills
Mutual Funds, Strategic Planning, Research, Event Planning, Microsoft Word, Marketing Strategy, Social Media, PowerPoint, CRM, Analysis, Financial Analysis, Recruiting, Data Analysis, Financial Modeling
Education
Manhattan College 2007 — 2011
Bachelor of Science (BS), Finance & Management
Jannine Barbosa's Gary Goldberg Financial Services Experience October 2008 - Present
Job
Industry Financial Services
Experience
Gary Goldberg Financial Services October 2008 - Present
Skills
Broker-Dealer, Uniform Combined State..., Investment Advisory, Mutual Funds, Equities, Series 63, Series 7, ETFs
Education
State University of New York College at Oswego 1993 — 1998
Bachelors of Science, Finance
Gary Goldberg Financial Services October 2008 - Present
Skills
Broker-Dealer, Uniform Combined State..., Investment Advisory, Mutual Funds, Equities, Series 63, Series 7, ETFs
Education
State University of New York College at Oswego 1993 — 1998
Bachelors of Science, Finance
Christopher Hanly's Gary Goldberg Financial Services Experience February 2010 - Present
Job Investment Adviser, Columnist, Keynote speaker at Gary Goldberg Financial Services
Industry Investment Management
Experience
Gary Goldberg Financial Services February 2010 - Present
Wells Fargo July 2008 - October 2009
Citigroup Corporate and Investment Bank June 2006 - February 2007
Skills
Investment Advisory, Wealth Accumulation..., Wealth Preservation..., Strategic Financial..., Relationship Management, Public Speaking, Asset Management, Capital Markets, Financial Advisory, Investment Banking, Wealth Management, Investment Strategies, Derivatives, Mutual Funds, Series 7, Money Management, Risk Management, Variable Annuities, Athlete Representation, 401k, 401k Rollovers, Writing, Fiduciary Management, Securities Regulation, Tax Efficiency, Financial Planning
Education
Hofstra University 2004 — 2008
BBA, Finance, Marketing
Fordham University 2003 — 2004
Business, Economics
Bergen Catholic High School 1999 — 2003
Gary Goldberg Financial Services February 2010 - Present
Wells Fargo July 2008 - October 2009
Citigroup Corporate and Investment Bank June 2006 - February 2007
Skills
Investment Advisory, Wealth Accumulation..., Wealth Preservation..., Strategic Financial..., Relationship Management, Public Speaking, Asset Management, Capital Markets, Financial Advisory, Investment Banking, Wealth Management, Investment Strategies, Derivatives, Mutual Funds, Series 7, Money Management, Risk Management, Variable Annuities, Athlete Representation, 401k, 401k Rollovers, Writing, Fiduciary Management, Securities Regulation, Tax Efficiency, Financial Planning
Education
Hofstra University 2004 — 2008
BBA, Finance, Marketing
Fordham University 2003 — 2004
Business, Economics
Bergen Catholic High School 1999 — 2003
Bette Ellen Weiss's Gary Goldberg Financial Services Experience August 2010 - Present
Job Registered Investment Consultant at Gary Goldberg Financial Services
Industry Financial Services
Experience
Gary Goldberg Financial Services August 2010 - Present
Wells Fargo Advisors, LLC November 2007 - August 2010
Wachovia Bank June 2005 - October 2007
Volvo Finance North America 1983 - 2004
Skills
Financial Services, Series 7, Relationship Management, Series 63, Financial Analysis, Finance, Mortgage Lending, Wealth Management, Strategic Financial..., Mutual Funds, Investments
Education
Clarkstown North High School
Ramapo College of New Jersey
BS, Business Administration/Marketing
Gary Goldberg Financial Services August 2010 - Present
Wells Fargo Advisors, LLC November 2007 - August 2010
Wachovia Bank June 2005 - October 2007
Volvo Finance North America 1983 - 2004
Skills
Financial Services, Series 7, Relationship Management, Series 63, Financial Analysis, Finance, Mortgage Lending, Wealth Management, Strategic Financial..., Mutual Funds, Investments
Education
Clarkstown North High School
Ramapo College of New Jersey
BS, Business Administration/Marketing
Christine Dambra's Gary Goldberg Financial Services Experience May 2008 - August 2009
Job AVP, Investment Banking Compliance Professional (CCM) at Barclays
Industry Law Practice
Experience
Barclays June 2015 - Present
Citi September 2012 - May 2015
Pennsylvania Office of Attorney General, Antitrust Section September 2011 - December 2011
Department of Commerce's International Trade Administration May 2011 - August 2011
Penn State University - Dickinson School of Law January 2011 - April 2011
Superior Court of New Jersey, Civil Division May 2010 - August 2010
Gary Goldberg Financial Services May 2008 - August 2009
Cornell University January 2009 - June 2009
Keith Sherman and Associates May 2007 - August 2007
Skills
Westlaw, Legal Research, Legal Writing, Spanish, Research, Microsoft Excel, PowerPoint, Policy Analysis, Data Analysis, Economics, Public Speaking, French, Microsoft Office, Mandarin, Social Media, Event Planning, Market Research, Chinese, Microsoft Word, Corporate Law, Strategy
Education
Pennsylvania State University, The Dickinson School of Law 2009 — 2012
JD, Business & International Trade Law
Cornell University 2005 — 2009
BS, Applied Economics & Management
Accademia Italiana 2008 — 2008
International Business
Barclays June 2015 - Present
Citi September 2012 - May 2015
Pennsylvania Office of Attorney General, Antitrust Section September 2011 - December 2011
Department of Commerce's International Trade Administration May 2011 - August 2011
Penn State University - Dickinson School of Law January 2011 - April 2011
Superior Court of New Jersey, Civil Division May 2010 - August 2010
Gary Goldberg Financial Services May 2008 - August 2009
Cornell University January 2009 - June 2009
Keith Sherman and Associates May 2007 - August 2007
Skills
Westlaw, Legal Research, Legal Writing, Spanish, Research, Microsoft Excel, PowerPoint, Policy Analysis, Data Analysis, Economics, Public Speaking, French, Microsoft Office, Mandarin, Social Media, Event Planning, Market Research, Chinese, Microsoft Word, Corporate Law, Strategy
Education
Pennsylvania State University, The Dickinson School of Law 2009 — 2012
JD, Business & International Trade Law
Cornell University 2005 — 2009
BS, Applied Economics & Management
Accademia Italiana 2008 — 2008
International Business
William Foreit's Gary Goldberg Financial Services Experience May 2008 - June 2008
Job Analyst, Contract Rebate at Ferring Pharmaceuticals
Industry Pharmaceuticals
Experience
Ferring Pharmaceuticals April 2015 - Present
Express Scripts March 2015 - April 2015
Express Scripts April 2013 - March 2015
LEO Pharma May 2012 - April 2013
Managed Healthcare Associates February 2011 - May 2012
Boyle & Company June 2008 - January 2011
Gary Goldberg Financial Services May 2008 - June 2008
Skills
Bookkeeping, Account Reconciliation, Administrative..., QuickBooks, Office Management, Outlook, Microsoft Excel, Lotus Notes, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Analysis, Management, Invoicing, Customer Service, Finance, Accounting, Sales, Training, Business Analysis
Education
Ramapo College of New Jersey 2005 — 2010
Bachelor of Science, Business Administration, Finance
Ferring Pharmaceuticals April 2015 - Present
Express Scripts March 2015 - April 2015
Express Scripts April 2013 - March 2015
LEO Pharma May 2012 - April 2013
Managed Healthcare Associates February 2011 - May 2012
Boyle & Company June 2008 - January 2011
Gary Goldberg Financial Services May 2008 - June 2008
Skills
Bookkeeping, Account Reconciliation, Administrative..., QuickBooks, Office Management, Outlook, Microsoft Excel, Lotus Notes, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Analysis, Management, Invoicing, Customer Service, Finance, Accounting, Sales, Training, Business Analysis
Education
Ramapo College of New Jersey 2005 — 2010
Bachelor of Science, Business Administration, Finance
Kevin G Kern's Gary Goldberg Financial Services Experience February 1987 - February 2004
Job Managing Partner, Direct Client Wealth Services/CoFounder
Industry Investment Management
Experience
Advisors Capital Management, LLC 1998 - Present
Gary Goldberg Financial Services February 1987 - February 2004
Skills
Investments, Asset Management, Strategic Financial..., Asset Managment, Equities, Investment Strategies, Alternative Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, Business Development, Retirement, Performing Arts, Theaters, Fundraising, Financial Services, Financial Planning, Finance
Education
Ithaca College 1980 — 1984
BS, Corporate Communications
Advisors Capital Management, LLC 1998 - Present
Gary Goldberg Financial Services February 1987 - February 2004
Skills
Investments, Asset Management, Strategic Financial..., Asset Managment, Equities, Investment Strategies, Alternative Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, Business Development, Retirement, Performing Arts, Theaters, Fundraising, Financial Services, Financial Planning, Finance
Education
Ithaca College 1980 — 1984
BS, Corporate Communications
Beth Erben's Gary Goldberg Financial Services Experience 2013 - 2013
Job Senior Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2014 - Present
Gary Goldberg Financial Services 2013 - 2013
M Rothman 2010 - 2012
M. Rothman & Co. 2009 - 2010
Oradell Public Schools 2006 - 2009
Standard Insurance Company 2003 - 2006
TIAA-CREF 1993 - 2003
New York Life Insurance Company 1989 - 1993
Education
New York University
Master's Degree, Public Administration / Healthcare Finance
St. Peter's College
Teaching Certificate, Elementary Education and Teaching
University of Delaware
Bachelor's Degree, Nutrition Sciences
RBC Wealth Management March 2014 - Present
Gary Goldberg Financial Services 2013 - 2013
M Rothman 2010 - 2012
M. Rothman & Co. 2009 - 2010
Oradell Public Schools 2006 - 2009
Standard Insurance Company 2003 - 2006
TIAA-CREF 1993 - 2003
New York Life Insurance Company 1989 - 1993
Education
New York University
Master's Degree, Public Administration / Healthcare Finance
St. Peter's College
Teaching Certificate, Elementary Education and Teaching
University of Delaware
Bachelor's Degree, Nutrition Sciences
Lisa Scagnelli's Gary Goldberg Financial Services Experience September 2007 - May 2008
Job Senior Business Analyst at Eximware Inc.
Industry Computer Software
Experience
Eximware Inc. April 2013 - Present
TRADEPAQ TRM LLC / Vista Software Services April 2002 - August 2012
Gary Goldberg Financial Services September 2007 - May 2008
Datalogics Corporation 1990 - 1993
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Business Analysis, Functional..., Functional Analysis, SDLC, Business Intelligence, Business Process, SQL, Software Project..., ERP, CRM, User Acceptance Testing, Project Management, Quality Assurance, Software Documentation, Software Development, Oracle, Agile Methodologies, Trading, Microsoft SQL Server, Risk Management, Analysis, Vendor Management, Integration, Business Process..., Options, End User Training, Pre-sales, UML, PL/SQL, Team Management, Financial Reporting, Hedging, Visio, Web Services, Unix, Scrum, Gap Analysis, IT Strategy, Finance, Program Management, Process Improvement, PMP, Testing, Investments, Java, Change Management, Enterprise Architecture
Education
State University of New York at Albany
B.A, History
Eximware Inc. April 2013 - Present
TRADEPAQ TRM LLC / Vista Software Services April 2002 - August 2012
Gary Goldberg Financial Services September 2007 - May 2008
Datalogics Corporation 1990 - 1993
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Business Analysis, Functional..., Functional Analysis, SDLC, Business Intelligence, Business Process, SQL, Software Project..., ERP, CRM, User Acceptance Testing, Project Management, Quality Assurance, Software Documentation, Software Development, Oracle, Agile Methodologies, Trading, Microsoft SQL Server, Risk Management, Analysis, Vendor Management, Integration, Business Process..., Options, End User Training, Pre-sales, UML, PL/SQL, Team Management, Financial Reporting, Hedging, Visio, Web Services, Unix, Scrum, Gap Analysis, IT Strategy, Finance, Program Management, Process Improvement, PMP, Testing, Investments, Java, Change Management, Enterprise Architecture
Education
State University of New York at Albany
B.A, History
Matthew DiGirolomo's Gary Goldberg Financial Services Experience June 2011 - July 2011
Job Associate, Portfolio Management at Universal McCann
Industry Marketing and Advertising
Experience
Apex Group Consulting April 2015 - Present
Universal McCann May 2013 - May 2014
Gary Goldberg Financial Services June 2011 - July 2011
Skills
Social Media, Facebook, Social Media Marketing, Social Networking, Microsoft Office, Event Planning, Public Relations, PowerPoint, Press Releases, Marketing, Microsoft Word, Marketing Communications, Blogging, Public Speaking, Event Management, Photoshop, Market Research
Education
Quinnipiac University 2008 — 2012
Bachelor of Arts (B.A.) in Mass Communications, Media Studies and Marketing
Apex Group Consulting April 2015 - Present
Universal McCann May 2013 - May 2014
Gary Goldberg Financial Services June 2011 - July 2011
Skills
Social Media, Facebook, Social Media Marketing, Social Networking, Microsoft Office, Event Planning, Public Relations, PowerPoint, Press Releases, Marketing, Microsoft Word, Marketing Communications, Blogging, Public Speaking, Event Management, Photoshop, Market Research
Education
Quinnipiac University 2008 — 2012
Bachelor of Arts (B.A.) in Mass Communications, Media Studies and Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY