Halliday Financial
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Halliday Financial Employees
Halliday Financial July 2015 - Present
Rogan & Associates July 2008 - July 2015
Sunstate Chemical LLC April 2007 - December 2010
Maverick Real Estate Partners January 2001 - December 2009
DF Advisors May 2007 - June 2008
Matador Capital Management July 1996 - April 2007
Raymond James & Associates July 1995 - July 1996
Raymond James Financial 1993 - 1995
Peterson Consulting July 1991 - July 1993
Skills
Insurance, Financial Planning, Estate Planning, Asset Management, Retirement, Investments, Strategic Planning, Retirement Planning, Public Speaking, Wealth Management, Portfolio Management, Compliance, Account Management, Risk Management, Due Diligence, Hedge Funds, Asset Allocation, Small Business, Long Term Care, Investment Advisory, Real Estate, Financial Analysis, Mutual Funds, Budgeting, Business Planning, Financial Modeling
Education
University of Florida - Warrington College of Business Administration 1989 — 1991
MBA, Finance
University of Florida 1986 — 1989
B.S., Mathematics
Palmetto 1982 — 1985
FXCM June 2015 - Present
U.S. Army Reserve January 2007 - Present
Halliday Financial June 2012 - April 2014
Binghamton University January 2006 - May 2006
Skills
Chemistry, Microsoft Excel, Science, Research, Organic Chemistry, Statistics, Microsoft Word, Matlab, Spanish, VBA, SQL, MySQL, Microsoft SQL Server, Python, Mathematics, Analysis
Education
The City College of New York (CUNY) 2009 — 2015
Bachelor of Science (B.S.), Applied Mathematics
Defense Information School - Ft. Meade, MD 2011 — 2012
Military Public Affairs Specialist Course
Binghamton University 2004 — 2007
Organic Chemistry
Benjamin N. Cardozo High School
High School Diploma
Bronx High School of Science
Halliday Financial January 2014 - Present
Halliday Financial Group September 2010 - January 2014
Halliday Financial Group July 2008 - September 2010
Halliday Financial Group March 2006 - July 2008
Halliday Financial Group April 2004 - March 2006
Education
University at Albany, SUNY 1995 — 1999
Commack High School 1991 — 1995
Halliday Financial March 2010 - Present
Skills
Benefits Administration, Coordinating Events, Executive..., Data Processing, Community Outreach, Concur, Document Management, Executive Level..., Expense Management, High Level Of..., Mutual Funds, Retirement, Travel Arrangements, Volunteer Management, Customer Service, Microsoft Office, Event Planning, Strategic Planning, Budgets, Time Management, Social Networking, Microsoft Excel, Marketing, Leadership, Management, Public Speaking, Sales, Team Building
Education
Hudson Valley Community College 2003 — 2005
Accounting and Business/Management
Aflac March 2015 - Present
Axiom Capital and Axiom Realty Advisors April 2014 - January 2015
Halliday Financial June 2013 - January 2014
KeyBank April 2008 - June 2013
Citizens Bank December 2004 - March 2008
Skills
Operations Management, Human Resources, Employee Benefits, Employee Relations, Ceridian Payroll System, Sales Management, Sales Processing, Customer Service, Compliance, NYS Notary Public, Leadership, Team Building, Training, Strategic Planning, Banking, Credit, Loans, Management, Sales, Finance, Commercial Lending, Retirement Planning, Mortgage Lending, Public Speaking, Customer Satisfaction, Lines Of Credit, Small Business, Consumer Lending, Small Business Lending, Loan Origination, Commercial Banking, Portfolio Management, Cash Management, Retail Banking
Education
Hudson Valley Community College 2001 — 2003
Liberal Arts
Halliday Financial December 2009 - Present
Furgueson Capital Management September 2005 - December 2009
The Bank of New York November 2002 - September 2005
US Trust September 1995 - November 2002
U.S. Navy May 1993 - September 1995
Skills
Estate Planning, Asset Management, Investments, Portfolio Management, Asset Managment, Investment Management, Alternative Investments, Series 63, Asset Allocation, Financial Services, Risk Management, Retirement Planning, Series 7, Bonds, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Advisory, Equities, Estate Administration, Fixed Income, Fixed Annuities, Hedge Funds, Wealth Management, Tax, Securities, Bloomberg, Financial Planning, Capital Markets
Education
Pace University School of Law 1997 — 2001
Doctor of Law (J.D.), Law
American University 1989 — 1993
B.A., Economic Theory
Halliday Financial May 2013 - Present
TD July 2011 - May 2013
Boys & Girls Club June 2004 - August 2010
Ralph Lauren December 2007 - January 2008
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Time Management, Microsoft Word, Banking, Credit, Outlook, Financial Analysis, Event Planning, Teamwork, Sales, Management
Education
University of Rhode Island 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
North Shore High School 2003 — 2007
The Estate Planning and Elder Law Center, a division of the Goidel Law Group, PLLC January 2015 - Present
NY Care Consultants, LLC September 2014 - Present
The Life Enrichment Center at Oyster Bay April 2012 - April 2015
Tully & Winkelman, P.C. 2009 - July 2014
Halliday Financial January 2001 - January 2005
Long Island Jewish Medical Center August 1992 - August 1997
Skills
Nonprofits, Community Outreach, Case Managment, Mental Health, Psychotherapy, Social Services, Hospitals, Case Management, Crisis Intervention, Treatment, Healthcare, Program Development, Elder Care, Gerontology, Long-term Care, Alzheimer's disease, Biopsychosocial..., Psychosocial, Medicare, Medicaid, Patient Advocacy, Fundraising, Managed Care, Home Care, Healthcare Management
Education
Adelphi University
Master's degree, Clinical/Medical Social Work
Columbia University in the City of New York
Certificate in Social Work Field Instruction
Hofstra University Bachelor of Arts
Halliday Financial March 2005 - Present
Halliday Financial Group September 2006 - May 2010
HRC Investment Services March 2004 - February 2005
Skills
Risk Mitigation, Asset Allocation, Plan Design, Estate Planning, Retirement Planning, Disability Insurance, Health Insurance, Risk Management, Fixed Annuities, 401k, Portfolio Management, Retirement, Mutual Funds, Series 7, Investments, Asset Management, Strategic Financial..., Finance
Education
Bryant & Stratton College 2008 — 2009
CFP, Certified Financial Planner
State University of New York at Albany 2001 — 2005
Psychology, Finance, Economics, Criminal Justice
DormRoomCapital.com September 2014 - Present
BruniCharting.com August 2013 - Present
EY June 2015 - August 2015
Halliday Financial February 2015 - May 2015
Eagle Bay Capital, LLC September 2014 - December 2014
XO Group Inc. June 2013 - August 2014
Skills
Accounting, Accounts Payable, Financial Accounting, Financial Analysis, Bookkeeping, Financial Reporting, Microsoft Office, Great Plains Software, Finance, Capital Markets, Technical Analysis, Equities, Options
Education
Molloy College 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Mepham High School 2008 — 2012
Advanced Regents Diploma with Honors, Honors/Regents High School/Secondary Diploma Program
Halliday Financial August 2015 - Present
Ascensus College Savings August 2007 - July 2015
New York Communities for Change December 2005 - May 2007
American Express September 1999 - September 2004
Education
Harvard University
BA magna cum laude, Social Studies
Princeton University
MPA, Domestic Policy
Budin, Reisman, Kupferberg & Bernstein LLP December 2014 - Present
Six:02 May 2014 - November 2014
Freelance December 2013 - May 2014
Save the Date October 2013 - December 2013
ONE Management Group, LLC June 2013 - July 2013
ACHA Hockey August 2009 - May 2013
Chase Hockey September 2012 - April 2013
Halliday Financial September 2012 - April 2013
Pound Ridge Day Camp June 2010 - August 2012
Breezemont Day Camp June 2006 - August 2009
Skills
Photography, Adobe Creative Suite, Social Media, Event Planning, Screen Printing, Photoshop, Digital Photography, Image Editing, Visual Arts, Fine Art, Time Management, budget management, Event Management, Fundraising, Microsoft Office, Social Networking, Customer Service, Management, Sales, Microsoft Excel, Facebook
Education
State University of New York at Albany 2009 — 2013
Bachelor of Arts (BA), Fine/Studio Arts, General
Fox Lane High School 2005 — 2008
Parsons School of Design
Graphic Design
Samuel Field YM/YWHA February 2015 - Present
Winthrop-University Hospital September 2014 - Present
Samuel Field YM/YWHA September 2013 - Present
Halliday Financial May 2013 - August 2013
Optical Image May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service
Education
Silberman School of Social Work at Hunter College 2013 — 2015
Master of Social Work (MSW), Social Work
State University of New York at Buffalo 2009 — 2013
Interdisciplinary Social Sciences, Health and Human Services & Sociology
Sigma Chi - Gamma Zeta Chapter October 2014 - Present
Halliday Financial June 2014 - August 2014
Troy Housing Authority June 2013 - August 2013
Skills
Economics, Econometrics, Microsoft Excel, Financial Markets, Python, Microsoft Office, Financial Analysis, Financial Accounting, Data Analysis, Customer Service, PowerPoint, Microsoft Word, Research, Teamwork, Leadership, Event Planning, Analysis
Education
Union College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Union Graduate College 2014 — 2014
Non-Matriculated Coursework, Financial Accounting
Halliday Financial March 2012 - Present
Westbury Fish Company, Inc. April 2010 - February 2012
Skills
Microsoft Excel, Customer Service, Notary Public, Life Insurance, Licensed Property &..., PowerPoint, Leadership, Financial Analysis, Risk Management, Budgets, Outlook, Microsoft Office
Education
Pace University-Pleasantville/Briarcliff Campus 2001 — 2005
BA, Business Management
The Hartford June 2015 - Present
ATTIC Tutoring Service October 2012 - Present
KPMG US June 2014 - August 2014
Halliday Financial January 2014 - January 2014
Anchor Fence Contractors Inc. June 2013 - August 2013
Principal Financial Group January 2013 - January 2013
Skills
Microsoft Excel, VBA, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, SPSS, Statistics, Data Analysis, Finance, Hyperion Reports
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Halliday Financial April 2011 - Present
US Navy August 1997 - March 2011
Skills
Portfolio Management, Budget Preparation, Annuities, 529 Plans, Long Term Care, Term Life Insurance, Mutual Funds, IRA Rollovers, 401k Rollovers, Deferred Compensation, 401k, Long-term Care, Fixed Annuities, Finance, Retirement Planning, Financial Planning, Retirement, Strategic Financial..., IRAs, Insurance, Budgets, Public Speaking, Marketing, Customer Service, Leadership, Team Building, Investments, Strategic Planning
Education
THE AMERICAN COLLEGE 2012 — 2014
LIFE UNDERWRITER TRAINING COUNCIL FELLOW (LUTCF)
State University of New York Empire State College 2008 — 2011
BS, Business, Management, and Economics (BME)
ZenithOptimedia Group I The ROI Agency June 2015 - Present
Challah For Hunger January 2013 - December 2014
Brevet Capital Management June 2014 - August 2014
Halliday Financial May 2013 - August 2013
Skills
Microsoft Excel, Finance, PowerPoint, Public Speaking, Microsoft Word, Sales, Financial Analysis, Financial Modeling, Event Planning, Research, Data Analysis, Time Management
Education
Binghamton University - School of Management 2012 — 2015
Bachelor's Degree, Marketing, Finance
North Shore High School 2008 — 2012
Northeastern African American Institute January 2015 - Present
Halliday Financial May 2014 - Present
Power Pals April 2013 - July 2014
S.K.I.P of New York July 2011 - August 2013
Skills
Finance, Customer Service, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint
Education
Northeastern University 2013 — 2018
Bachelor of Business Administration (BBA), Marketing
Halliday Financial June 2014 - Present
New England Securities, Corp. November 2011 - Present
Assent, LLC September 2009 - May 2010
Skills
Public Speaking, Public Relations, Budgeting, Financial Management, Financial Analysis
Education
Clark Atlanta University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Halliday Financial September 1988 - Present
Skills
Wealth Management, Financial Advisory, Employee Benefits, Management, Strategic Planning, Customer Service, Leadership, Sales, Project Management, Business Strategy
Education
Hofstra University 1983 — 1987
Summit Brokerage Services, Inc. June 2015 - Present
Viniar & Company September 2013 - June 2015
T. Rowe Price February 2012 - June 2013
RiverSource Life Insurance Co. of New York 2011 - 2011
Halliday Financial 2008 - 2010
Skills
Finance, Investments, Accounting, Financial Analysis, Financial Planning, Portfolio Management, Mutual Funds, Asset Management, Equities, Wealth Management, Investment Strategies
Education
Palm Beach Atlantic University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 2004 — 2008
Bachelor of Science (BS), Finance