Gilman Ciocia

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Gilman Ciocia Employees

Employee
Years
Job
Industry
MJ Castro MJ Castro Miami/Fort Lauderdale Area Details
MJ Castro's Gilman Ciocia Experience January 2005 - December 2009
Job Relationship Development
Industry Sports
Experience
Special Olympics  August 2014 - Present
Fiori Financial Group   2013 - October 2014
JET Consulting and Concierge   December 2012 - December 2013
Gilman Ciocia   January 2005 - December 2009
Infinity Financial  July 1999 - December 2004

Skills
New Business Development, Innovation, Creative Writing, Public Speaking, Philanthropy, Structural Dynamics, Strategic Planning, Research, Budgets, Negotiation, Marketing Communications, Cultivation, PowerPoint, Client Development, English, Photoshop, Teaching, HTML, C++, Editing, C, Java, Market Research, Consulting, Crisis Management, Business Development, Marketing, Marketing Strategy, Management, Integrated Marketing, Training, Strategic Partnerships, Sports, Sports Marketing, Sports Management, Football, Scouting

Education
University of Florida   1998 — 2000
Associate of Arts (A.A.), Mass Communication/Media Studies

St. Petersburg College   2000 — 2002
Associate's degree, Mass Communication/Media Studies

Sean Quigley CIMA® Sean Quigley CIMA® Tampa/St. Petersburg, Florida Area Details
Sean Quigley CIMA®'s Gilman Ciocia Experience January 2001 - October 2001
Job Regional Director at RiverFront Investment Group
Industry Investment Management
Experience
RiverFront Investment Group  February 2015 - Present
Eagle Asset Management  October 2013 - January 2015
Eagle Asset Management  June 2010 - September 2013
Eagle Asset Management  April 2005 - June 2010
CapTrust Financial Advisors  January 2002 - March 2005
Gilman Ciocia   January 2001 - October 2001

Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Management, Wealth Management, Sales, Asset Allocation, Investment Strategies, Securities, Series 65

Education
University of Tampa   2002 — 2004
M.B.A., Finance

University of Tampa   1998 — 2000
B.A., Psychology

University of Louisville   1996 — 1998

Margaret Lupardo Margaret Lupardo Greater New York City Area Details
Margaret Lupardo's Gilman Ciocia Experience October 2008 - June 2010
Job Standardized Patient at New York Institute of Technology
Industry Higher Education
Experience
New York Institute of Technology  April 2012 - Present
NYIT  2012 - Present
gilman ciocia   October 2008 - June 2010
Marine Midland Bank (HSBC)   1982 - 1985

Skills
Educating medical..., Nonprofits, Public Speaking, Social Media, Teaching

Education
Lake Erie College   1966 — 1970
Bachelor's Degree, Liberal Arts

syosset high school

Cassidy Cotten Cassidy Cotten Las Vegas, Nevada Area Details
Cassidy Cotten's Gilman Ciocia Experience December 2000 - January 2003
Job ...
Industry Mental Health Care
Experience
A Better Today Recovery Services  September 2013 - Present
Solutions Recovery, Inc.   March 2012 - March 2013
CAS Tax Services, LLC   January 2003 - December 2011
MRC Builders, LLC   May 2010 - December 2010
The Inferno Group   May 2009 - September 2009
Inferno Sports Marketing   December 2008 - September 2009
Sovereignty Investment Group, LLC   October 2006 - December 2008
Las Vegas Aces, LLC   July 2008 - November 2008
Gilman Ciocia   December 2000 - January 2003
Morgan Stanley  January 2000 - October 2000

Education
Columbia University in the City of New York   1994 — 1998
B.A., English

Bishop Gorman   1990 — 1994

Christina Colston Christina Colston Colorado Springs, Colorado Area Details
Christina Colston's Gilman Ciocia Experience June 2003 - September 2003
Job Currently Seeking to Contribute my Skills at An Employer
Industry Aviation & Aerospace
Experience
an Employer   September 2013 - Present
TASC, Inc  May 2010 - September 2013
TASC, Inc  December 2008 - May 2010
Hewlett Packard  May 2007 - December 2008
Northrop Grumman Mission Systems  September 2003 - May 2007
Gilman Ciocia   June 2003 - September 2003
Hewlett Packard  August 2000 - May 2003
Cook Communications Ministries  August 1999 - August 2000

Skills
Security Clearance, Government Contracting, DoD, Defense, Earned Value Management, Certified Green Belt, Program Management, Accounts Payable, Analysis, Government, Information Assurance

Education
Colorado Technical University   2009 — 2011
Business Administration, Accounting and Finance

Pikes Peak Community College   1996 — 1999
Criminal Justice

Doug Studer Doug Studer Miami/Fort Lauderdale Area Details
Doug Studer's Gilman Ciocia Experience May 2000 - Present
Job Tax & Financial Consultant
Industry Financial Services
Experience
Gilman Ciocia   May 2000 - Present
Ballarat Basketball   1989 - 1991

Skills
Investments, Financial Services, Insurance, Asset Management, Financial Analysis, Tax, Strategic Planning, Customer Service, Salesforce.com, Management, Sales, Marketing, QuickBooks, Sales Process, Budgets, Mutual Funds, Strategic Financial...

Education
Monmouth College   1986 — 1988

Corine Richardson Corine Richardson Bronx, New York Details
Corine Richardson's Gilman Ciocia Experience January 2008 - April 2014
Job Admin Asst/Tax Associate at Gilman Ciocia
Industry Accounting
Experience
Anchin, Block & Anchin LLP   September 2013 - Present
Gilman Ciocia   January 2008 - April 2014
Gilman Ciocia   January 2008 - April 2013
Accountancy Lane, Ltd   May 2008 - September 2008
Tax Seasons   January 2003 - April 2007

Skills
GAAP, Account Reconciliation, Accounting, Bank Reconciliation, Accounts Payable, Payroll, Outlook, QuickBooks, Invoicing, Accounts Receivable, Bookkeeping, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Finance, Financial Statements, Revenue Recognition, General Ledger, Strategic Financial..., Tax, Tax Preparation, Tax Returns

Education
Excelsior College   2012 — 2015
BS, Accounting

Colorado Technical University   2007 — 2007
Associate Degree, Accounting

Penn Foster Career School
Bookkeeping

Christine McGuigan Christine McGuigan Greater New York City Area Details
Christine McGuigan's Gilman Ciocia Experience February 2009 - July 2010
Job Customer Service Representative at Copart
Industry Financial Services
Experience
Copart  September 2010 - Present
Gilman Ciocia   February 2009 - July 2010
Ethan Allen Personnel   February 2009 - April 2009
Wappingers School District   September 2008 - February 2009
Girl Scouts Heart of the Hudson   January 2004 - June 2008
Wappingers Central School District  January 2004 - June 2008

Skills
Data Entry, Multi-line Phone, Microsoft Word, Microsoft Excel, QuickBooks, Training, Finance, Outlook, Microsoft Office, PowerPoint, Customer Service, Research, Public Speaking, Office Management, Administrative...

Education
Ashworth College   2010 — 2010
Career Diploma, Medical Billing

John Jay High School   1979 — 1982
High School

Stuart Chamberlin Stuart Chamberlin Boca Raton, Florida Details
Stuart Chamberlin's Gilman Ciocia Experience October 2011 - September 2012
Job Insurance Specialist
Industry Financial Services
Experience
Your Insurance Group  2000 - Present
Gilman Ciocia   October 2011 - September 2012
Chamberlin Financial Group   2001 - 2011
American Investment Capital Group Inc.   1997 - 2001
American Investment Services Inc   1997 - 2001

Skills
Financial Planners, Retirement Planning, Estate Planning, Income for Life, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Series 7, Securities, Insurance, Series 63, Tax, Series 24, Long-term Care, Mergers, Financial Advisory, Asset Managment, Accounting, Wealth Management, Strcutured Products, Bonds, Medicare suplement plans, Medicare, Series 65, FINRA, Asset Management, Finance, Alternative Investments, Mergers & Acquisitions, Equities, Investment Advisory, Fixed Income, Wealth, Financial Planning, Strategic Planning, Life Insurance, Financial Services, Sales, Investment Properties

Education
Florida Atlantic University
Estate planning for non-attorney professionals

Institute of Business & Finance
CFS, Certified Fund Specialist

Elizabeth MacDonald, CPA, CFE Elizabeth MacDonald, CPA, CFE Houston, Texas Details
Elizabeth MacDonald, CPA, CFE's Gilman Ciocia Experience May 2004 - August 2005
Job Forensic Manager at KPMG LLP
Industry Accounting
Experience
KPMG US  January 2014 - Present
Weatherford  September 2009 - January 2014
Navigant Consulting  September 2007 - September 2009
Deloitte  January 2005 - August 2006
Gilman Ciocia   May 2004 - August 2005

Skills
Auditing, Forensic Accounting, Internal Controls, Internal Investigations, FCPA, Accounting, Government Contracting, Interviewing Skills, Gap Analysis, JD Edwards, US GAAP, Tax, Sarbanes-Oxley Act, Procurement, Cost Accounting, Financial Statements, CPA, Mergers & Acquisitions, Compliance Program..., Risk Assessment, Procurement system..., Report Writing

Education
Northeastern University   2003 — 2007
BS, Accounting

Spackenkill H.S.

Martin Z. Schmidt Martin Z. Schmidt Boynton Beach, Florida Details
Martin Z. Schmidt's Gilman Ciocia Experience August 2013 - Present
Job Gilman Ciocia
Industry Financial Services
Experience
Gilman Ciocia   August 2013 - Present
Twenty-First Securities Corp   November 2007 - January 2011
Advest Inc  1993 - 2000

Skills
Investments, Strategic Financial..., Wealth Management, Finance, Financial Services, Securities, Insurance, Retirement Planning, Management, Estate Planning, Accounting, Marketing, Fixed Annuities, Tax, Financial Risk, Social Media, Portfolio Management, Asset Management

Education
Pace Graduate, Lubin School of Business   1970 — 1971
MBA, Course completion MBA Statistics, Economics, Management science

Brooklyn College   1965 — 1969
Economics, Business/Managerial Economics

Rachelle Guitian Rachelle Guitian Hartford, Connecticut Area Details
Rachelle Guitian's Gilman Ciocia Experience September 2009 - July 2011
Job Results and goaloriented professional with a proven track record in lead conversion and client satisfaction.
Industry Financial Services
Experience
Edward Jones  August 2013 - Present
Starbucks  June 2012 - July 2013
NetTree, Inc.   October 2011 - March 2012
Gilman Ciocia   September 2009 - July 2011
Vivant Skincare   January 2008 - August 2009
KPMG  May 2007 - August 2007
Starbucks  September 2002 - May 2007

Skills
Microsoft Office, Social Media, Customer Service, PowerPoint, Event Planning, Microsoft Word, Social Media Marketing, Microsoft Excel, Public Speaking, Facebook, Retail, Social Networking, Leadership, Research, Data Analysis, Marketing Strategy, Time Management, Management, Marketing, Public Relations, Sales

Education
The University of Connecticut   2004 — 2007
BA Liberal Arts and Science, Communications and Business Administration

University of Rhode Island   2003 — 2004

Canton High School   2002 — 2003

Dolgeville Central School   1990 — 2002

Vincent Grimaldi, MST Vincent Grimaldi, MST Montreal, Canada Area Details
Vincent Grimaldi, MST's Gilman Ciocia Experience January 2013 - June 2013
Job Senior Tax Consultant, U.S Tax, at Ernst & Young, MST, CPA Candidate
Industry Accounting
Experience
EY  July 2013 - Present
Gilman Ciocia   January 2013 - June 2013
Scaltec USA   January 2011 - May 2013

Skills
Tax Accounting, Accounting, Tax Research, Business Communications, Management, Team Leadership, Tax Law, Tax Advisory, Big 4, US Tax, S Corporations, IRS, Tax Preparation, Corporate Tax, International Tax

Education
Florida International University   2011 — 2012
Executive Master in the Science ofTaxation, Taxation

Florida Atlantic University   2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

Kelly Tetreau Kelly Tetreau New Orleans, Louisiana Details
Kelly Tetreau's Gilman Ciocia Experience September 2009 - December 2009
Job ESL Teacher at Jefferson Parish Public School System
Industry Education Management
Experience
Leading Educators  June 2015 - Present
Jefferson Parish Public School System  July 2013 - Present
teachNOLA  May 2013 - July 2013
Solar Alternatives  September 2012 - May 2013
Mardi Gras Gaming  March 2012 - July 2012
Grill on the Alley   December 2010 - March 2012
The Standard Spa   April 2010 - November 2010
Miami Yoga Sunny Isles   March 2010 - June 2010
Miami Yoga Sunny Isles   March 2010 - June 2010
Gilman Ciocia   September 2009 - December 2009

Skills
Mutual Funds, Microsoft Excel, Outlook, Customer Service, PowerPoint, Microsoft Office, Social Media, Research, Management

Education
Tulane University   2002 — 2004
MS, International Development

University of New Hampshire   1997 — 2001
BA, Anthropology, Spanish

Paul Weinberger Paul Weinberger Tampa/St. Petersburg, Florida Area Details
Paul Weinberger's Gilman Ciocia Experience 1996 - Present
Job Financial Advisor at Gilman Ciocia
Industry Financial Services
Experience
Gilman Ciocia   1996 - Present

Skills
Financial Planning for..., Personal Income Tax..., Income Tax Planning, Financial Advising of..., Financial Accounting, Income Tax, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Corporate Tax, Financial Analysis, Insurance, Financial Planning, Finance, Securities, Public Speaking, Strategic Planning

Education
University of Florida   1992 — 1996
Bachelor of Science, Accounting

DAVID KELCHLIN DAVID KELCHLIN Buffalo/Niagara, New York Area Details
DAVID KELCHLIN's Gilman Ciocia Experience January 2008 - May 2010
Job TAX AND FINANCIAL PLANNER at Accounting Solutions Plus, Inc.
Industry Financial Services
Experience
ACCOUNTING SOLUTIONS PLUS, INC.   June 2010 - Present
GILMAN CIOCIA   January 2008 - May 2010
HART HOTELS, INC.   1979 - 1995

Skills
QuickBooks Online and..., QuickBooks Training, Income Tax - Personal..., Income Tax - Estates..., Payroll, Bookkeeping and..., Retirement Planning, Strategic Financial...

Education
Canisius College   1981 — 1988
MBA, FINANCE

Canisius College   1970 — 1974
BS ACCOUNTING, Accounting

Daniel Bengio Daniel Bengio Miami/Fort Lauderdale Area Details
Daniel Bengio's Gilman Ciocia Experience December 2010 - Present
Job Vice President of Tax & Accounting Services at Gilman Ciocia
Industry Accounting
Experience
Gilman Ciocia   December 2010 - Present
Hoffman, Levy, Bengio & Co., PL   October 2001 - December 2010
Infeld Barr, CPAs, PA   1999 - 2001
Goldstein, Schechter, Price, Lucas, Horwitz & Co.   1996 - 1999
Sunpointe Mortgage Corporation   January 1993 - October 1996
Leumi Securities Corporation (a Subsidiary of Bank Leumi)   January 1992 - January 1993
Leumi Securities Corp. (a Subsidiary of Bank Leumi)   October 1985 - December 1991

Skills
CPA, Tax, Accounting, Strategic Financial..., International Tax, Investments, Partnership Taxation, Tax Accounting, Auditing, Financial Statements, Corporate Tax, Income Tax, Payroll, Financial Accounting, QuickBooks, Management, Tax Returns, Financial Reporting, Tax Preparation, Financial Planners, Financial Planning, Small Business, Nonprofits, Sales Tax, Tax Advisory, Insurance, Management Consulting, High Net Worth..., Payroll Taxes, Business Planning, Spanish, GAAP, Non-profits, French, Hebrew, Tax Audits, Federal Tax, Tax Compliance, Finance

Education
Florida International University   1997 — 2000
MST, Taxation, Cum Laude

Yeshiva University   1981 — 1985
B Sc., Accounting

Judith, Lady Montefiore College, London, England   1977 — 1981
High School Degree, Languages

Danielle Greenberg Danielle Greenberg State College, Pennsylvania Area Details
Danielle Greenberg's Gilman Ciocia Experience June 2013 - August 2013
Job Allocation Analyst at The TJX Companies, Inc.
Industry Marketing and Advertising
Experience
The TJX Companies, Inc.   June 2015 - Present
David Greenberg Communications  June 2014 - August 2014
Gilman Ciocia   June 2013 - August 2013
Camp Chateaugay  June 2012 - August 2012
Quality Cable and Electronics   September 2009 - May 2011

Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Teamwork, HTML, Marketing Communications, Event Planning, Research, Public Speaking, Graphic Design, InDesign, Marketing

Education
Penn State University   2011 — 2015
Bachelor of Science (B.S.), Marketing

Cary Levine Cary Levine Jupiter, Florida Details
Cary Levine's Gilman Ciocia Experience September 2000 - Present
Job Tax & Financial Consultant at Gilman Ciocia
Industry Accounting
Experience
Gilman Ciocia   September 2000 - Present

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Fixed Annuities, Life Insurance, Long-term Care, FINRA, Variable Annuities, Financial Analysis, Term Life Insurance, Series 6, Portfolio Management, Asset Management, Financial Advisory, Retirement, Financial Planners, Mutual Funds, Accounting, Investment Advisory, Financial Planning, Securities, Budgets, Insurance, Public Speaking, Management, Customer Service, Strategic Planning, Finance, Series 7

Education
University of Central Florida   1995 — 1998
Bachelor's Degree, Finance, General

Melanie Porter Dehon Melanie Porter Dehon Fort Myers, Florida Area Details
Melanie Porter Dehon's Gilman Ciocia Experience June 2007 - October 2007
Job Registered Nurse at Medical Oncoclogy Unit at Lee Memorial Hospital
Industry Hospital & Health Care
Experience
Lee Memorial Health System  August 2014 - Present
Lee Memorial Health System  August 2013 - September 2014
Glenview Premier Place Health Center   August 2011 - 2013
Emeritus  March 2011 - 2013
Acadia Wealth Management   November 2010 - March 2011
Wollman Gehrke and Solomon   February 2009 - February 2010
First Financial Solutions   October 2007 - December 2008
Action Coach Business Coaching  January 2008 - March 2008
Gilman Ciocia   June 2007 - October 2007
Key Private Bank  April 2003 - May 2007

Skills
Direct Patient Care, Medication..., Nursing Care, Healthcare, Quality Patient Care, Patient Safety, Patient Advocacy, Post-surgical..., Customer Service, Patient Outcomes, New Business Development, Marketing, Fundraising, Microsoft Office, Sales, Team Building, Project Planning

Education
Edison State College   2011 — 2014

Florida SouthWestern State College   2011 — 2014
ASN, Nursing

International College   2000 — 2003
Financial Planning

University of South Florida   1983 — 1984
BA, Marketing

Midlands Community College   1974 — 1976
AA, Business Management

Jaime Matthews Jaime Matthews Miami, Florida Details
Jaime Matthews's Gilman Ciocia Experience February 2013 - April 2013
Job HR Training Coordinator at Sheridan Healthcorp
Industry Human Resources
Experience
Sheridan Healthcorp  May 2015 - Present
Kforce Inc  April 2014 - May 2015
Kforce  May 2013 - April 2014
Gilman Ciocia   February 2013 - April 2013
Williams Insurance Agency  November 2011 - July 2012

Skills
Customer Service, Onboarding, Microsoft Office, Staffing Services, Training, Teamwork, Outlook, New Hire Paperwork, Leadership, Customer Support, Tracking, Phone Etiquette, Background Checks, Human Resources, Payroll, I-9 Compliance, Data Entry, Invoicing, SharePoint

Education
Florida State University   2009 — 2012
Bachelor of Science (B.S.), Psychology

Jonathan Russolese Jonathan Russolese Greater New York City Area Details
Jonathan Russolese's Gilman Ciocia Experience June 2010 - August 2010
Job Staff Auditor Compliance at American Express
Industry Accounting
Experience
American Express  June 2015 - Present
PwC  September 2013 - May 2015
PwC  June 2012 - August 2012
Weiss Financial Group   June 2011 - August 2011
Gilman Ciocia   June 2010 - August 2010
Weiss Financial Group   June 2009 - August 2009

Skills
Analysis, Italian, Microsoft Excel, US GAAP, Research, Financial Accounting, Communication, Leadership, Auditing, PowerPoint, Internal Controls

Education
Loyola University Maryland   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Information Systems

Syracuse University in Florence   2011 — 2011

Hendrick Hudson High School   2005 — 2009

Kaitilin Newman Kaitilin Newman Greater New York City Area Details
Kaitilin Newman's Gilman Ciocia Experience June 2011 - Present
Job Finance Assistant at Gilman Ciocia
Industry Financial Services
Experience
Gilman Ciocia   June 2011 - Present

Skills
Financial Reporting, Accounting, QuickBooks, Investments, Finance, Financial Services, Accounts Receivable, Strategic Financial..., Insurance, Banking, Customer Service

Education
New York University   2001 — 2004
Bachelor of Science (B.S.), Early Childhood Education and Teaching

Rockland Community College

Gilad Bengio Gilad Bengio New York, New York Details
Gilad Bengio's Gilman Ciocia Experience June 2014 - September 2014
Job Tax Accounting Associate at MBAF CPAs, LLC
Industry Accounting
Experience
MBAF CPAs, LLC  August 2015 - Present
Gilman Ciocia   June 2014 - September 2014
Anidjar and Levine P.A.   May 2013 - August 2013
Anidjar and Levine, PA   May 2011 - June 2011
Top Ten Electronics   May 2010 - June 2010

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Research, Social Media, UltraTax, QuickBooks, Spanish, Accounting, Leadership, Event Planning, Customer Service, Fundraising, Bookkeeping, Nonprofits, English, Management, Social Media Marketing, Microsoft Word

Education
Yeshiva University   2012 — 2015
Bachelor of Applied Science (BASc), Accounting

University of Florida   2012 — 2012
Accounting

Robert Schmieder Robert Schmieder New York, New York Details
Robert Schmieder's Gilman Ciocia Experience 1994 - 1995
Job Floral at Whole Foods Market
Industry Consumer Goods
Experience
Whole Foods Market  February 2014 - Present
Whole Foods Market  December 2013 - Present
Teleflora  February 2011 - Present
Flowers by Brian   January 1998 - January 2011
TD Ameritrade  1997 - 1998
Sands Brothers  1995 - 1997
Gilman Ciocia   1994 - 1995

Skills
Flowers, Sales, Sales Management, Account Management, Key Account Management, Floral Design, Customer Service, Customer Retention, New Business Development, Strategic Partnerships, Trade Shows, Trade Show..., Marketing, Weddings, Event Management, Event Planning, Email Marketing, Market Planning, Marketing Strategy, Merchandising, B2B, Online Advertising, Social Media Marketing, Online Marketing, Retail, Consumer Products, Advertising, Client Development, Coordinating Special..., Corporate Events, Direct Sales, E-commerce, Florals, Key Account Development, Management, Regional Development, Sales Operations, Territory Development, Territory..., Purchasing, Inventory Management, Team Building, Forecasting, Strategic Planning, Business Strategy, Business Planning, Design, Purchase Orders, Social Media, Territory Management

Education
Long Island University, C.W. Post Campus   1989 — 1992
Business, Management, Marketing, and Related Support Services

Dean College   1987 — 1988
Associate's degree

Charles Atkins Charles Atkins Greater New York City Area Details
Charles Atkins's Gilman Ciocia Experience October 2003 - July 2005
Job Compliance/Client Services
Industry Financial Services
Experience
Miller/Howard Investments  February 2012 - Present
Prime Capital Services  June 2005 - February 2012
Prime Capital Services  July 2005 - June 2007
Gilman Ciocia   October 2003 - July 2005

Skills
Compliance, Staff Training, Registration

Education
State University of New York Maritime College   1993 — 1998
Facilities Engineering

Christopher Kelchlin Christopher Kelchlin Buffalo/Niagara, New York Area Details
Christopher Kelchlin's Gilman Ciocia Experience January 2008 - December 2010
Job Financial Analyst IV at M&T Bank
Industry Accounting
Experience
M&T Bank  February 2015 - Present
Frizzy's Bar and Grill   March 2002 - Present
HSBC  December 2010 - February 2015
Gilman Ciocia   January 2008 - December 2010
Century Small Business Solutions  February 2004 - January 2008
Six Flags Darien Lake  May 1998 - October 2005

Education
State University of New York College at Fredonia   2001 — 2006
B.S, Finance

Carole Ryan Carole Ryan Miami/Fort Lauderdale Area Details
Carole Ryan's Gilman Ciocia Experience January 1999 - January 2013
Job An alternative investments distribution firm
Industry Financial Services
Experience
Gilman Ciocia   January 1999 - January 2013

Skills
Strategic Planning, Alternative Investments, Mutual Funds, Retirement Planning, Investments, Financial Planning, Wealth Management, Series 7, Asset Management, Securities, Investment Advisory, Portfolio Management, Corporate Finance

Education
University of Miami   1977 — 1982
Bachelor of Arts (B.A.), Economics

LARRY PITTMAN LARRY PITTMAN Fort Myers, Florida Area Details
LARRY PITTMAN's Gilman Ciocia Experience SENIOR TAX MANAGERGILMAN CIOCIA INC2007 - 2009
Job MANAGER at GILMAN CIOCIA
Industry Accounting
Experience
GILMAN CIOCIA   SENIOR TAX MANAGERGILMAN CIOCIA INC2007 - 2009
PITTMAN CONSULTING SERVICE   1986 - 2007

Education
Indiana Business College   1965 — 1966

Indiana State University   1963 — 1965
BUSINESS

Christine Decker Christine Decker Orlando, Florida Details
Christine Decker's Gilman Ciocia Experience September 2012 - October 2013
Job Licensed Office Professional at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  October 2014 - Present
Ameriprise Financial Services, Inc.   January 2014 - October 2014
Gilman Ciocia   September 2012 - October 2013
BMO Harris Financial Advisors, Inc. a part of BMO Financial Group Inc.   June 2010 - October 2012
SunTrust Investment Services, Inc, Downtown   December 2005 - February 2010
Fifth Third Securities  February 2002 - November 2005
Fifth Third Securities, Nat City, Merrill Lynch   January 1994 - January 2002
MERRILL LYNCH PIERCE FENNER AND SMITH  January 1989 - January 1994

Skills
Knowledge, experience..., Investments, Strategic Financial..., Series 7, Banking, Insurance, Retirement, Financial Services, Finance, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Wealth, Securities, Income Tax, Investment Advisory, Asset Allocation, Retail Banking, FINRA, Financial Planners, Fixed Annuities, Portfolio Management, Uniform Combined State..., Series 24, Financial Planning

Education
Self Study   2015 — 2015
Fraternal Professional Certificate, Insurance

H & R Block   2013 — 2013
Tax Advisor 2, Taxation

Davenport University   2002 — 2004
BA, Business Management

Bridgeport High School   1975 — 1979
Major, General Studies

Samantha (Martinez) Santana Samantha (Martinez) Santana Miami/Fort Lauderdale Area Details
Samantha (Martinez) Santana's Gilman Ciocia Experience August 2009 - Present
Job Marketing Manager at Gilman Ciocia
Industry Financial Services
Experience
Gilman Ciocia   August 2009 - Present
Shardan Tanning Spa   July 2007 - July 2009
PCN Corp   December 2006 - June 2007
Keller Williams Partners Realty  July 2005 - February 2006

Skills
Customer Service, Microsoft Office, Advertising, Promotions, Marketing Communications, Media Buying, Blogging, Excel, Press Releases, Social Media, Online Marketing, Planning, Microsoft Excel, •Expert in use of..., Adobe Acrobat and other...

Education
Broward College   2004 — 2007
Associate's degree, Marketing

Broward Community College
Associates Degree, Marketing

Joseph Napolitano Joseph Napolitano Greater New York City Area Details
Joseph Napolitano's Gilman Ciocia Experience January 2013 - November 2013
Job Regional Supervisory Officer/ Operations Manager
Industry Financial Services
Experience
National Asset Management, Inc.   August 2014 - Present
National Securities Corp.  August 2013 - Present
Gilman Ciocia   January 2013 - November 2013
Prime Capital Services  November 2003 - March 2012

Skills
Series 7, Series 66, Series 24, Series 4, Series 53, FINRA, Investment Advisory, Options, Trading, Securities, Wealth Management, Mutual Funds, Financial Services, Equities, Bonds, ETFs, Stocks, Variable Annuities, Asset Management, Investments, Alternative Investments, Fixed Annuities, Series 63, Uniform Combined State..., Series 65

Education
Dutchess Community College   2000 — 2003

Frank F. Smith Frank F. Smith New Windsor, New York Details
Frank F. Smith's Gilman Ciocia Experience May 2007 - June 2008
Job Information Technology
Industry Information Technology and Services
Experience
Health Quest  March 2014 - Present
Interactive Marketing Solutions  August 2008 - March 2010
Gilman Ciocia   May 2007 - June 2008

Skills
Troubleshooting, Networking, Help Desk Support, Management, Technical Support, PC building, A+ Certified, Online Advertising, Team Building, PC troubleshooting, Customer Service, Microsoft Excel, Leadership, MySQL, Databases, Information Technology, CompTIA Network+, CompTIA A+, Microsoft Word

Education
SUNY New Paltz   2004 — 2006
Bachelor of Science (B.S.), Computer Science, 3.29

SUNY Orange   1998 — 2001
Associate of Science (A.S.), Computer Science, 2.70

robert pearlman robert pearlman Fort Lauderdale, Florida Details
robert pearlman's Gilman Ciocia Experience January 2007 - Present
Job financial consultant at gilman ciocia
Industry Financial Services
Experience
gilman ciocia   January 2007 - Present

Education
Fairleigh Dickinson University   1963 — 1974
Master of Business Administration (MBA), Business Administration and Management, General

Todd Levy Todd Levy Gainesville, Florida Details
Todd Levy's Gilman Ciocia Experience May 2013 - June 2013
Job Accounting Intern at Mallah Furman
Industry Accounting
Experience
Mallah Furman  July 2013 - August 2013
Gilman Ciocia   May 2013 - June 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Public Speaking, Customer Service, Teamwork, Photoshop, Tax, Facebook, Outlook, Event Planning, Social Networking, Team Leadership, Data Analysis, Budgets, Sales, Marketing Strategy, Leadership, QuickBooks, ProSystem fx Tax, UltraTax, File Cabinet, Profx

Education
University of Florida   2010 — 2015