Gilman Ciocia
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Gilman Ciocia Employees
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
gilman ciocia January 2007 - Present
Education
Fairleigh Dickinson University 1963 — 1974
Master of Business Administration (MBA), Business Administration and Management, General
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