Geller Group LLC
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1984
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Geller Group LLC Employees
Employee
Years
Job
Industry
Andrew Zimny, MAAA MSPA CPC Andrew Zimny, MAAA MSPA CPC's Geller Group LLC Experience May 2006 - December 2011
Job Director of Actuarial Services at Creative Plan Designs, Ltd.
Industry Financial Services
Experience
Creative Plan Designs, Ltd. February 2012 - Present
Geller Group LLC May 2006 - December 2011
Schloss & Company Inc. May 1990 - April 2006
Coleman Consulting Corporation January 1982 - April 1990
Skills
Defined Benefit Plans, 401k & Defined..., Cash Balance Plans and..., ERISA and technical..., 401k, Defined Benefit, Actuarial Science, Employee Benefits, Retirement Plan..., ERISA, Defined Contribution, Pensions, Pension Administration, Retirement, Retirement Planning, Profit Sharing, Executive Pay
Education
The American College of FInancial Services 1981 — 1982
Graduate Level Course Work - CLU Program, Advanced Pension Planning
Adelphi University 1977 — 1978
Paralegal Certification, Employee Benefits Law
Clark University 1974 — 1977
BA, History
Creative Plan Designs, Ltd. February 2012 - Present
Geller Group LLC May 2006 - December 2011
Schloss & Company Inc. May 1990 - April 2006
Coleman Consulting Corporation January 1982 - April 1990
Skills
Defined Benefit Plans, 401k & Defined..., Cash Balance Plans and..., ERISA and technical..., 401k, Defined Benefit, Actuarial Science, Employee Benefits, Retirement Plan..., ERISA, Defined Contribution, Pensions, Pension Administration, Retirement, Retirement Planning, Profit Sharing, Executive Pay
Education
The American College of FInancial Services 1981 — 1982
Graduate Level Course Work - CLU Program, Advanced Pension Planning
Adelphi University 1977 — 1978
Paralegal Certification, Employee Benefits Law
Clark University 1974 — 1977
BA, History
Jay Tepper Jay Tepper's Geller Group LLC Experience 2001 - 2006
Job
Industry Insurance
Experience
Chubb Insurance December 2014 - Present
Solomon Financial LLC June 2012 - June 2014
Hooked On Driving 2012 - 2013
National Auto Sport Association (NASA) Northeast 2007 - 2012
Bressler, Amery & Ross, P.C. 2011 - 2011
Kollins Communications, Inc. 2011 - 2011
Meyer and Associates 2008 - 2010
Greenberg & Rapp Financial Group, Inc 2006 - 2007
Geller Group LLC 2001 - 2006
Solomon Page Group September 2000 - May 2001
Skills
Management, Training, Project Management, Event Management, Budgets, Motorsports, Operations Management, Contract Negotiation, Coaching, Account Management, Product Development, Process Improvement, Security, Sales, New Business Development, Purchasing, Inventory Management, Facilities Management, Office Management, Change Management, Vehicles, Analysis, Construction, Mentoring Of Staff, Customer Satisfaction, Automotive, Racing, Automobile, Team Leadership, Program Management, Leadership Development, Business Development, Cross-functional Team..., Team Building, Leadership, Networking, Microsoft Office, Strategic Planning, Negotiation, Manufacturing, Logistics, Budgeting, project managment, Management Consulting, Automotive Aftermarket, Business Planning, Marketing, Disaster Recovery, Data Center, IT Operations
Education
University of Miami 1972 — 1976
BA
Roslyn High School 1968 — 1972
Chubb Insurance December 2014 - Present
Solomon Financial LLC June 2012 - June 2014
Hooked On Driving 2012 - 2013
National Auto Sport Association (NASA) Northeast 2007 - 2012
Bressler, Amery & Ross, P.C. 2011 - 2011
Kollins Communications, Inc. 2011 - 2011
Meyer and Associates 2008 - 2010
Greenberg & Rapp Financial Group, Inc 2006 - 2007
Geller Group LLC 2001 - 2006
Solomon Page Group September 2000 - May 2001
Skills
Management, Training, Project Management, Event Management, Budgets, Motorsports, Operations Management, Contract Negotiation, Coaching, Account Management, Product Development, Process Improvement, Security, Sales, New Business Development, Purchasing, Inventory Management, Facilities Management, Office Management, Change Management, Vehicles, Analysis, Construction, Mentoring Of Staff, Customer Satisfaction, Automotive, Racing, Automobile, Team Leadership, Program Management, Leadership Development, Business Development, Cross-functional Team..., Team Building, Leadership, Networking, Microsoft Office, Strategic Planning, Negotiation, Manufacturing, Logistics, Budgeting, project managment, Management Consulting, Automotive Aftermarket, Business Planning, Marketing, Disaster Recovery, Data Center, IT Operations
Education
University of Miami 1972 — 1976
BA
Roslyn High School 1968 — 1972
Sheree Tallerman's Geller Group LLC Experience May 1997 - February 2004
Job CEO, PlanPerfect, Inc.
Industry Financial Services
Experience
PlanPerfect, Inc. November 2009 - Present
CMC Interactive, LLC July 2006 - November 2008
Geller Group, LLC May 1997 - February 2004
Benefit Planning, Inc. February 1990 - May 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement Plan..., Pension Administration, Profit Sharing, Corporate Retirement...
Education
University of California, Los Angeles 1983 — 1986
BA, Sociology
University of California, Santa Barbara 1981 — 1983
Transferred, Sociology
PlanPerfect, Inc. November 2009 - Present
CMC Interactive, LLC July 2006 - November 2008
Geller Group, LLC May 1997 - February 2004
Benefit Planning, Inc. February 1990 - May 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement Plan..., Pension Administration, Profit Sharing, Corporate Retirement...
Education
University of California, Los Angeles 1983 — 1986
BA, Sociology
University of California, Santa Barbara 1981 — 1983
Transferred, Sociology
William Bonacci William Bonacci's Geller Group LLC Experience January 2000 - May 2004
Job Vice President, Senior Plan Advisor at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group February 2015 - Present
Charles Schwab November 2006 - January 2015
Smith Barney Citigroup May 2005 - September 2006
Transamerica Retirement Solutions September 2004 - May 2005
Geller Group, LLC January 2000 - May 2004
MetLife July 1997 - December 1999
Transamerica Retirement Solutions June 1987 - June 1997
Skills
Investment Advisory..., Retirement Plan..., Retirement Planning, Investments, Retirement, Financial Planning, Wealth Management, Securities, Employee Benefits, Investment Advisory, Mutual Funds, Series 7, Asset Allocation
Education
LIU Brooklyn 1997 — 2000
Master of Business Administration (M.B.A.), International Finance
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Sentinel Benefits & Financial Group February 2015 - Present
Charles Schwab November 2006 - January 2015
Smith Barney Citigroup May 2005 - September 2006
Transamerica Retirement Solutions September 2004 - May 2005
Geller Group, LLC January 2000 - May 2004
MetLife July 1997 - December 1999
Transamerica Retirement Solutions June 1987 - June 1997
Skills
Investment Advisory..., Retirement Plan..., Retirement Planning, Investments, Retirement, Financial Planning, Wealth Management, Securities, Employee Benefits, Investment Advisory, Mutual Funds, Series 7, Asset Allocation
Education
LIU Brooklyn 1997 — 2000
Master of Business Administration (M.B.A.), International Finance
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Thomas Sztaba's Geller Group LLC Experience 2003 - 2006
Job VP at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2006 - Present
JPMorgan 2006 - Present
Geller Group, LLC 2003 - 2006
Skills
Banking, Capital Markets, Credit, Credit Risk, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Management, Portfolio Management, Risk Management
Education
State University of New York at Stony Brook 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
JPMorgan Chase & Co. June 2006 - Present
JPMorgan 2006 - Present
Geller Group, LLC 2003 - 2006
Skills
Banking, Capital Markets, Credit, Credit Risk, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Management, Portfolio Management, Risk Management
Education
State University of New York at Stony Brook 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jerry Cicalese, QPA, QKA, TGPC, QPFC's Geller Group LLC Experience October 2002 - December 2011
Job SVP, Retirement Services
Industry Financial Services
Experience
Sentinel Benefits & Financial Group January 2012 - Present
Geller Group, LLC October 2002 - December 2011
CBIZ Retirement Services May 2000 - October 2002
USI Consulting Group May 1998 - May 2002
Skills
Pensions, Employee Benefits, 401k, ERISA, Retirement, Defined Benefit, Pension Administration, Retirement Planning, Benefits Administration, Insurance, Defined Contribution, Investment Advisory, Financial Analysis, Strategic Financial..., Human Resources, Microsoft Excel, Management, Team Leadership, Leadership Development, Organizational..., Motivated self-starter, Asset Allocation, Mutual Funds
Education
St. John's University 1994 — 1998
Bachelor's degree, Political Science and Government
Sentinel Benefits & Financial Group January 2012 - Present
Geller Group, LLC October 2002 - December 2011
CBIZ Retirement Services May 2000 - October 2002
USI Consulting Group May 1998 - May 2002
Skills
Pensions, Employee Benefits, 401k, ERISA, Retirement, Defined Benefit, Pension Administration, Retirement Planning, Benefits Administration, Insurance, Defined Contribution, Investment Advisory, Financial Analysis, Strategic Financial..., Human Resources, Microsoft Excel, Management, Team Leadership, Leadership Development, Organizational..., Motivated self-starter, Asset Allocation, Mutual Funds
Education
St. John's University 1994 — 1998
Bachelor's degree, Political Science and Government
Julie Muroff's Geller Group LLC Experience 2003 - 2003
Job SVP Operations at Light Reading
Industry Marketing and Advertising
Experience
Light Reading March 2014 - Present
UBM DeusM December 2013 - March 2014
UBM DeusM February 2013 - December 2013
UBM DeusM June 2012 - January 2013
UBM DeusM May 2011 - June 2012
Light Reading, TechWeb, UBM August 2005 - May 2011
Fierce Markets January 2005 - June 2005
Pinnacle Associates May 2004 - September 2004
Geller Group, LLC 2003 - 2003
Skills
Social Media Marketing, Social Media, PowerPoint, Marketing, New Business Development, Marketing Strategy, Integrated Marketing, Digital Marketing, Budgets, SEO, Strategic Partnerships, Marketing Communications, Advertising, Digital Media, Account Management, Program Management, New Media, Product Marketing, Sales, Email Marketing, Online Advertising, Web Analytics
Education
The George Washington University - School of Business 2001 — 2005
BBA, International Business, Spanish
Institute for the International Education of Students
Lorenzo di Medici
Westfield High School
Light Reading March 2014 - Present
UBM DeusM December 2013 - March 2014
UBM DeusM February 2013 - December 2013
UBM DeusM June 2012 - January 2013
UBM DeusM May 2011 - June 2012
Light Reading, TechWeb, UBM August 2005 - May 2011
Fierce Markets January 2005 - June 2005
Pinnacle Associates May 2004 - September 2004
Geller Group, LLC 2003 - 2003
Skills
Social Media Marketing, Social Media, PowerPoint, Marketing, New Business Development, Marketing Strategy, Integrated Marketing, Digital Marketing, Budgets, SEO, Strategic Partnerships, Marketing Communications, Advertising, Digital Media, Account Management, Program Management, New Media, Product Marketing, Sales, Email Marketing, Online Advertising, Web Analytics
Education
The George Washington University - School of Business 2001 — 2005
BBA, International Business, Spanish
Institute for the International Education of Students
Lorenzo di Medici
Westfield High School
David A. Schon, CPC, QPA, QKA's Geller Group LLC Experience June 1990 - November 2010
Job Manager, Plan Consulting
Industry Financial Services
Experience
Sentinel Benefits & Financial Group December 2010 - Present
Geller Group, LLC June 1990 - November 2010
TIAA-CREF June 1986 - May 1990
Skills
Employee Benefits, Investment Management, Microsoft Excel, Defined Contribution, Pension Administration, Project Management, Profit Sharing
Education
New York Institute of Technology 1994 — 1996
MBA, Information Systems
Stony Brook University 1982 — 1986
BS, Applied Math & Statistics
Sentinel Benefits & Financial Group December 2010 - Present
Geller Group, LLC June 1990 - November 2010
TIAA-CREF June 1986 - May 1990
Skills
Employee Benefits, Investment Management, Microsoft Excel, Defined Contribution, Pension Administration, Project Management, Profit Sharing
Education
New York Institute of Technology 1994 — 1996
MBA, Information Systems
Stony Brook University 1982 — 1986
BS, Applied Math & Statistics
Donald Favata's Geller Group LLC Experience March 1995 - August 2009
Job Managing Partner at Merchant's Capital Advantage
Industry Financial Services
Experience
Merchant's Capital Advantage March 2015 - Present
Z&R Funding January 2015 - Present
LifeCycle Advisors, LLC 2001 - Present
Merchant Source, Inc December 2013 - September 2014
Merchant Cash Network 2010 - July 2014
Donald Favata, CFP (UK Office) March 2004 - October 2009
Geller Group, LLC March 1995 - August 2009
Skills
Marketing, Sales, Investments, Customer Service, Strategic Planning, Business Strategy, Microsoft Excel, Microsoft Office, Banking, Social Media, Marketing Strategy, Business Development, New Business Development, Certified Financial..., Small Business, Sales Management, Strategic Financial..., Loans, Finance
Education
nyu school of professional studies 1996 — 1997
taxation and finance certificate, taxation and finance
City University of New York-Baruch College 1993 — 1994
certified financial planning certificate, taxation and finance
new york university 1979 — 1983
Accounting and Finance
Merchant's Capital Advantage March 2015 - Present
Z&R Funding January 2015 - Present
LifeCycle Advisors, LLC 2001 - Present
Merchant Source, Inc December 2013 - September 2014
Merchant Cash Network 2010 - July 2014
Donald Favata, CFP (UK Office) March 2004 - October 2009
Geller Group, LLC March 1995 - August 2009
Skills
Marketing, Sales, Investments, Customer Service, Strategic Planning, Business Strategy, Microsoft Excel, Microsoft Office, Banking, Social Media, Marketing Strategy, Business Development, New Business Development, Certified Financial..., Small Business, Sales Management, Strategic Financial..., Loans, Finance
Education
nyu school of professional studies 1996 — 1997
taxation and finance certificate, taxation and finance
City University of New York-Baruch College 1993 — 1994
certified financial planning certificate, taxation and finance
new york university 1979 — 1983
Accounting and Finance
Ron S. Erlich's Geller Group LLC Experience January 2010 - September 2010
Job Human Resources Professional
Industry Human Resources
Experience
Geller Group, LLC January 2010 - September 2010
Infotmation Systems & Networks Corporation May 2005 - October 2009
National Institute of Health January 2001 - March 2005
Education
City University of New York City College
B.S, Philosophy
New York University
M.A., Philosophy
Walden University
Ph.D., Philosophy
Geller Group, LLC January 2010 - September 2010
Infotmation Systems & Networks Corporation May 2005 - October 2009
National Institute of Health January 2001 - March 2005
Education
City University of New York City College
B.S, Philosophy
New York University
M.A., Philosophy
Walden University
Ph.D., Philosophy
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