GM Advisory Group
Industry: Company
DescriptionFounded: 2004
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GM Advisory Group Employees
Employee
Years
Job
Industry
Jessica D'Errico Jessica D'Errico's GM Advisory Group Experience August 2014 - Present
Job Office Manager at GM Advisory Group
Industry Financial Services
Experience
GM Advisory Group August 2014 - Present
Tal&Associates September 2011 - August 2014
Bath & Body Works May 2010 - August 2011
Skills
Social Media Marketing, Social Media, Email Marketing, Healthcare, Research, System Administration, Managed Care, Data Entry, Customer Service, Employee Relations, Software Documentation, Team Building, Marketing, Strategic Planning, Coaching, Social Networking, Physicians, Training, Resume Writing, Business Development, Sourcing, Talent Acquisition, Cold Calling, Management, Hiring, Hospitals, Public Relations, Facebook, Administration, Sales, PowerPoint, Microsoft Excel, Marketing Communications, Applicant Tracking..., Interactive Marketing
Education
SUNY Purchase
Bachelor's degree, Media Communications
SUNY Cobleskill
Associates, Social Science
GM Advisory Group August 2014 - Present
Tal&Associates September 2011 - August 2014
Bath & Body Works May 2010 - August 2011
Skills
Social Media Marketing, Social Media, Email Marketing, Healthcare, Research, System Administration, Managed Care, Data Entry, Customer Service, Employee Relations, Software Documentation, Team Building, Marketing, Strategic Planning, Coaching, Social Networking, Physicians, Training, Resume Writing, Business Development, Sourcing, Talent Acquisition, Cold Calling, Management, Hiring, Hospitals, Public Relations, Facebook, Administration, Sales, PowerPoint, Microsoft Excel, Marketing Communications, Applicant Tracking..., Interactive Marketing
Education
SUNY Purchase
Bachelor's degree, Media Communications
SUNY Cobleskill
Associates, Social Science
Elizabeth Byer, M.B.A. Elizabeth Byer, M.B.A.'s GM Advisory Group Experience June 2015 - Present
Job Financial Planner/Client Service Specialist
Industry Financial Services
Experience
GM Advisory Group June 2015 - Present
A.G. Morgan Wealth Management, LLC November 2010 - February 2015
Murphy & Lynch, P.C. June 2006 - November 2010
Modica's Broadway Market June 2003 - August 2008
Skills
Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Internet, Typing, Organization, Customer Service, Superior Client Service, Administrative..., Finance, Financial Analysis, Investments, Portfolio Management, Account Reconciliation, Accounting, Accounts Payable, Administration, Client Services, Facebook, Human Resources, PowerPoint
Education
LIU Post 2009 — 2010
Master of Business Administration (MBA), Finance, General
LIU Post 2005 — 2009
Bachelor of Science (B.S.), Finance, General
GM Advisory Group June 2015 - Present
A.G. Morgan Wealth Management, LLC November 2010 - February 2015
Murphy & Lynch, P.C. June 2006 - November 2010
Modica's Broadway Market June 2003 - August 2008
Skills
Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Internet, Typing, Organization, Customer Service, Superior Client Service, Administrative..., Finance, Financial Analysis, Investments, Portfolio Management, Account Reconciliation, Accounting, Accounts Payable, Administration, Client Services, Facebook, Human Resources, PowerPoint
Education
LIU Post 2009 — 2010
Master of Business Administration (MBA), Finance, General
LIU Post 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Jessica Loiacono Jessica Loiacono's GM Advisory Group Experience May 2013 - August 2013
Job Student at The London School of Economics and Political Science (LSE)
Industry
Experience
Barneys New York June 2014 - August 2014
The London School of Economics and Political Science (LSE) September 2013 - June 2014
GM Advisory Group May 2013 - August 2013
Education
Boston College 2011 — 2015
International Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Development Economics and International Development
Barneys New York June 2014 - August 2014
The London School of Economics and Political Science (LSE) September 2013 - June 2014
GM Advisory Group May 2013 - August 2013
Education
Boston College 2011 — 2015
International Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Development Economics and International Development
Caitlin Broderick Heery Caitlin Broderick Heery's GM Advisory Group Experience June 2013 - Present
Job Executive Assistant at GM Advisory Group
Industry Hospitality
Experience
GM Advisory Group June 2013 - Present
Liberty National August 2008 - March 2013
Skills
Event Management, Hospitality, Event Planning, Customer Service, Public Relations, Budgets, Social Media, Marketing, Marketing Strategy, Leadership, Coaching, Fundraising, Public Speaking, Sales, Social Media Marketing, Trade Shows, Strategic Planning, Marketing Communications, Time Management, Social Networking, Outlook, Team Building, Microsoft Office, Account Management
Education
Seton Hall University 2010 — 2013
Masters Degree, Counseling
Marist College 2004 — 2008
Bachelor's Degree, Business, Marketing; Communication, Public Relations
GM Advisory Group June 2013 - Present
Liberty National August 2008 - March 2013
Skills
Event Management, Hospitality, Event Planning, Customer Service, Public Relations, Budgets, Social Media, Marketing, Marketing Strategy, Leadership, Coaching, Fundraising, Public Speaking, Sales, Social Media Marketing, Trade Shows, Strategic Planning, Marketing Communications, Time Management, Social Networking, Outlook, Team Building, Microsoft Office, Account Management
Education
Seton Hall University 2010 — 2013
Masters Degree, Counseling
Marist College 2004 — 2008
Bachelor's Degree, Business, Marketing; Communication, Public Relations
David J. Mammina, CFP®, MBA, CRPC® David J. Mammina, CFP®, MBA, CRPC®'s GM Advisory Group Experience February 2014 - March 2015
Job Financial Advisor at Coastline Wealth Management
Industry Financial Services
Experience
Coastline Wealth Management March 2015 - Present
GM Advisory Group February 2014 - March 2015
Charles Schwab October 2010 - February 2014
Wells Fargo Advisors, LLC July 2008 - May 2010
Ameriprise Financial Services, Inc. January 2007 - July 2008
Skills
Finance, Series 7, Retirement Planning, Series 63, Mutual Funds, Retirement, Investments, Asset Allocation, Uniform Combined State..., Strategic Financial..., Investment Advisory, Fixed Annuities, Asset Management, 401k, Portfolio Management
Education
Molloy College 2007 — 2009
MBA, Financial Planning
St. Joseph's College 2005 — 2007
BS, Business Administration
Coastline Wealth Management March 2015 - Present
GM Advisory Group February 2014 - March 2015
Charles Schwab October 2010 - February 2014
Wells Fargo Advisors, LLC July 2008 - May 2010
Ameriprise Financial Services, Inc. January 2007 - July 2008
Skills
Finance, Series 7, Retirement Planning, Series 63, Mutual Funds, Retirement, Investments, Asset Allocation, Uniform Combined State..., Strategic Financial..., Investment Advisory, Fixed Annuities, Asset Management, 401k, Portfolio Management
Education
Molloy College 2007 — 2009
MBA, Financial Planning
St. Joseph's College 2005 — 2007
BS, Business Administration
Antoinette Guarisco's GM Advisory Group Experience September 2005 - May 2007
Job Senior Client Service Specialist
Industry Insurance
Experience
EisnerAmper Insurance & Financial Services September 2007 - Present
Premiere Personnel Group, Inc. June 2007 - July 2007
GM Advisory Group September 2005 - May 2007
Estee Lauder (Macys) November 2002 - September 2005
Skills
Superior Client Service, Client Development, Manage Client..., Client Relations Skills, Microsoft Excel, Microsoft Word, Outstanding..., Salesforce.com, Executive Support, Proofreading, Stock Exchange, Brokerage, trading floor, Client Co-ordination, Management, Client Services
Education
Fashion Institute of Technology
Merchandising and Buying Operations
Bushwick High School
other
EisnerAmper Insurance & Financial Services September 2007 - Present
Premiere Personnel Group, Inc. June 2007 - July 2007
GM Advisory Group September 2005 - May 2007
Estee Lauder (Macys) November 2002 - September 2005
Skills
Superior Client Service, Client Development, Manage Client..., Client Relations Skills, Microsoft Excel, Microsoft Word, Outstanding..., Salesforce.com, Executive Support, Proofreading, Stock Exchange, Brokerage, trading floor, Client Co-ordination, Management, Client Services
Education
Fashion Institute of Technology
Merchandising and Buying Operations
Bushwick High School
other
Chase Steinberg's GM Advisory Group Experience June 2005 - August 2005
Job Vice President / Relationship Manager at Capital One
Industry Financial Services
Experience
Capital One April 2015 - Present
Santander Bank, N.A. February 2011 - March 2015
UBS Investment Bank May 2010 - February 2011
JPMorgan Chase March 2008 - November 2009
JPMorgan Chase March 2008 - November 2009
ING, GM Advisory Group June 2006 - September 2007
GM Advisory Group June 2005 - August 2005
Skills
Loans, Banking, Commercial Banking, Credit, Portfolio Management, Finance, Consumer Lending, Financial Analysis, Investments, Asset Managment, Credit Analysis, Fixed Income, Series 7, Commercial Lending, Credit Risk, Cash Management
Education
Isenberg School of Management 2002 — 2006
Bachelor of Business Administration, Finance
University of Massachusetts, Amherst 2002 — 2006
BBA, Corporate Finance
University of Massachusetts, Amherst 2001 — 2005
BBA, Corporate Finance
Capital One April 2015 - Present
Santander Bank, N.A. February 2011 - March 2015
UBS Investment Bank May 2010 - February 2011
JPMorgan Chase March 2008 - November 2009
JPMorgan Chase March 2008 - November 2009
ING, GM Advisory Group June 2006 - September 2007
GM Advisory Group June 2005 - August 2005
Skills
Loans, Banking, Commercial Banking, Credit, Portfolio Management, Finance, Consumer Lending, Financial Analysis, Investments, Asset Managment, Credit Analysis, Fixed Income, Series 7, Commercial Lending, Credit Risk, Cash Management
Education
Isenberg School of Management 2002 — 2006
Bachelor of Business Administration, Finance
University of Massachusetts, Amherst 2002 — 2006
BBA, Corporate Finance
University of Massachusetts, Amherst 2001 — 2005
BBA, Corporate Finance
Matthew E. Peterson, JD/MBA's GM Advisory Group Experience June 2013 - January 2015
Job SVP Chief Wealth Strategist at LPL Financial
Industry Investment Management
Experience
LPL Financial February 2015 - Present
GM Advisory Group June 2013 - January 2015
Newgate Capital April 2005 - June 2013
Convergent Wealth Advisors/ Lydian Wealth Management/Fortigent 1995 - 2005
Skills
Alternative Investments, Asset Allocation, Emerging Markets, Closed-end Funds, Natural Resources, Investments, Investment Strategies, Hedge Funds, ETFs, Equities, Portfolio Management, Strategy, Mutual Funds, Asset Managment, Fixed Income, Investment Management, Commodity Markets, Asset Management, Commodity Risk..., Investment Advisory, Securities
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1995
JD/MBA, Degrees Earned Concurrently
University of Pittsburgh 1991 — 1995
JD/MBA, Degrees Earned Concurrently
The University of Connecticut 1986 — 1990
BA, Cum Laude, Political Science
LPL Financial February 2015 - Present
GM Advisory Group June 2013 - January 2015
Newgate Capital April 2005 - June 2013
Convergent Wealth Advisors/ Lydian Wealth Management/Fortigent 1995 - 2005
Skills
Alternative Investments, Asset Allocation, Emerging Markets, Closed-end Funds, Natural Resources, Investments, Investment Strategies, Hedge Funds, ETFs, Equities, Portfolio Management, Strategy, Mutual Funds, Asset Managment, Fixed Income, Investment Management, Commodity Markets, Asset Management, Commodity Risk..., Investment Advisory, Securities
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1995
JD/MBA, Degrees Earned Concurrently
University of Pittsburgh 1991 — 1995
JD/MBA, Degrees Earned Concurrently
The University of Connecticut 1986 — 1990
BA, Cum Laude, Political Science
Eddie Szeto's GM Advisory Group Experience January 2015 - Present
Job Director of Alternative Investments
Industry Investment Management
Experience
GM Advisory Group January 2015 - Present
George Weiss Associates June 2012 - January 2015
Goldman Sachs January 2010 - June 2012
Goldman Sachs Asset Management June 2006 - January 2010
Goldman Sachs June 2005 - August 2005
Skills
Languages: Conversant..., Computer: Microsoft..., Financial Instruments:..., Credit, Hedge Funds, Equity Research, Valuation, Financial Modeling, Bloomberg, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Equity Valuation, Investment Banking, Portfolio Management, Investments, Asset Managment
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS, Finance and History & Policy
Brooklyn Technical High School 1998 — 2002
HS Diploma, Architecture
GM Advisory Group January 2015 - Present
George Weiss Associates June 2012 - January 2015
Goldman Sachs January 2010 - June 2012
Goldman Sachs Asset Management June 2006 - January 2010
Goldman Sachs June 2005 - August 2005
Skills
Languages: Conversant..., Computer: Microsoft..., Financial Instruments:..., Credit, Hedge Funds, Equity Research, Valuation, Financial Modeling, Bloomberg, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Equity Valuation, Investment Banking, Portfolio Management, Investments, Asset Managment
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS, Finance and History & Policy
Brooklyn Technical High School 1998 — 2002
HS Diploma, Architecture
Chris Castellano's GM Advisory Group Experience September 2012 - Present
Job Research Analyst at GM Advisory Group
Industry Investment Management
Experience
GM Advisory Group September 2012 - Present
Bayside Marina May 2001 - Present
Smith Barney September 2008 - December 2008
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
B.S., Finance
GM Advisory Group September 2012 - Present
Bayside Marina May 2001 - Present
Smith Barney September 2008 - December 2008
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
B.S., Finance
Peter Barcia's GM Advisory Group Experience April 2015 - Present
Job Chief Investment Officer at GM Advisory Group
Industry Investment Management
Experience
GM Advisory Group April 2015 - Present
Abbot Downing August 2013 - March 2015
Citi August 2010 - August 2013
UBP Asset Management May 2005 - September 2009
Bessemer Venture Partners January 2000 - November 2003
Deutsche Asset Management January 1995 - December 1999
Deloitte September 1985 - October 1995
Skills
Hedge Funds, Fund Of Funds, Investments, Asset Managment, Equities, Alternative Investments, Private Equity, Due Diligence, Investor Relations, Capital Markets, Valuation, Financial Modeling
Education
Hofstra University 1983 — 1985
MBA, Finance
Hofstra University 1979 — 1983
BBA, Accounting
GM Advisory Group April 2015 - Present
Abbot Downing August 2013 - March 2015
Citi August 2010 - August 2013
UBP Asset Management May 2005 - September 2009
Bessemer Venture Partners January 2000 - November 2003
Deutsche Asset Management January 1995 - December 1999
Deloitte September 1985 - October 1995
Skills
Hedge Funds, Fund Of Funds, Investments, Asset Managment, Equities, Alternative Investments, Private Equity, Due Diligence, Investor Relations, Capital Markets, Valuation, Financial Modeling
Education
Hofstra University 1983 — 1985
MBA, Finance
Hofstra University 1979 — 1983
BBA, Accounting
Brian Comiskey's GM Advisory Group Experience June 2010 - August 2010
Job Prospective graduate May 2011
Industry Financial Services
Experience
GM Advisory Group June 2010 - August 2010
Education
Fairfield University 2007 — 2011
GM Advisory Group June 2010 - August 2010
Education
Fairfield University 2007 — 2011
Debra Lethbridge-Higgins's GM Advisory Group Experience September 2012 - Present
Job Custodial Relations Manager at GM Advisory Group
Industry Investment Banking
Experience
GM Advisory Group September 2012 - Present
Credit Suisse June 1999 - April 2011
Education
Salisbury University - Perdue School of Business
BS, Management
Suny Morrisville
Associate's degree, Business Administration and Management, General
GM Advisory Group September 2012 - Present
Credit Suisse June 1999 - April 2011
Education
Salisbury University - Perdue School of Business
BS, Management
Suny Morrisville
Associate's degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY