Halliday Financial

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Halliday Financial Employees

Employee
Years
Job
Industry
David Fink, CFA CFP(r) David Fink, CFA CFP(r) Sarasota, Florida Area Details
David Fink, CFA CFP(r)'s Halliday Financial Experience July 2015 - Present
Job Regional Vice President at Halliday Financial
Industry Financial Services
Experience
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

Alex Canizales Alex Canizales New York, New York Details
Alex Canizales's Halliday Financial Experience June 2012 - April 2014
Job Programming Services Intern at FXCM
Industry Military
Experience
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

Scott Solomon Scott Solomon Albany, New York Area Details
Scott Solomon's Halliday Financial Experience January 2014 - Present
Job President and Chief Operating Officer at Halliday Financial
Industry Investment Management
Experience
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

Katheryne Rogers Katheryne Rogers Albany, New York Details
Katheryne Rogers's Halliday Financial Experience March 2010 - Present
Job Executive Assistant at Halliday Financial
Industry Investment Management
Experience
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

Tai St. John Tai St. John Saratoga Springs, New York Details
Tai St. John's Halliday Financial Experience June 2013 - January 2014
Job Account Representative & Regional Recruiting Manager
Industry Insurance
Experience
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

Michael F. Fleming, Esq. Michael F. Fleming, Esq. Greater New York City Area Details
Michael F. Fleming, Esq.'s Halliday Financial Experience December 2009 - Present
Job Senior Vice President at Halliday Financial Group
Industry Investment Management
Experience
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

Nicole Johansen Nicole Johansen Glen Head, New York Details
Nicole Johansen's Halliday Financial Experience May 2013 - Present
Job Executive Assistant at Halliday Financial
Industry Financial Services
Experience
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

Suzanne Paolucci, LCSW Suzanne Paolucci, LCSW Greater New York City Area Details
Suzanne Paolucci, LCSW's Halliday Financial Experience January 2001 - January 2005
Job Care Coordinator
Industry Legal Services
Experience
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

Frank T. Guiffre Frank T. Guiffre Albany, New York Area Details
Frank T. Guiffre's Halliday Financial Experience March 2005 - Present
Job Regional Vice President at Halliday Financial
Industry Financial Services
Experience
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

Thomas Bruni Thomas Bruni Bellmore, New York Details
Thomas Bruni's Halliday Financial Experience February 2015 - May 2015
Job Content Creator at BruniCharting.com and DormRoomCapital.com
Industry Accounting
Experience
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

Ginger Romero Pardlo Ginger Romero Pardlo Greater New York City Area Details
Ginger Romero Pardlo's Halliday Financial Experience August 2015 - Present
Job Financial Advisor at Halliday Financial
Industry Financial Services
Experience
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

Hannah Budin Hannah Budin Pound Ridge, New York Details
Hannah Budin's Halliday Financial Experience September 2012 - April 2013
Job Student at Parsons New School Graphic Desgin
Industry Graphic Design
Experience
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

Elizabeth Mcardle Elizabeth Mcardle Greater New York City Area Details
Elizabeth Mcardle's Halliday Financial Experience May 2013 - August 2013
Job Coordinator of Youth Workforce Initiatives at Samuel Field YM/YWHA
Industry Mental Health Care
Experience
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

Andrew Witkowski Andrew Witkowski Troy, New York Details
Andrew Witkowski's Halliday Financial Experience June 2014 - August 2014
Job Summer Research Fellow at Union College
Industry International Trade and Development
Experience
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

Maria Scores Maria Scores Williston Park, New York Details
Maria Scores's Halliday Financial Experience March 2012 - Present
Job Human Resources/Executive Assistant at Halliday Financial
Industry Financial Services
Experience
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

Jordan Roses Jordan Roses Hillsdale, New Jersey Details
Jordan Roses's Halliday Financial Experience January 2014 - January 2014
Job Actuarial Intern at The Hartford
Industry Financial Services
Experience
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

Thomas Dingley, LUTCF Thomas Dingley, LUTCF Albany, New York Area Details
Thomas Dingley, LUTCF's Halliday Financial Experience April 2011 - Present
Job Financial Advisor for Halliday Financial Group
Industry Investment Management
Experience
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)

Matthew Abramowitz Matthew Abramowitz Glen Head, New York Details
Matthew Abramowitz's Halliday Financial Experience May 2013 - August 2013
Job Media Trainee at ZenithOptimedia Group I The ROI Agency
Industry Marketing and Advertising
Experience
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

Wesley Knox Wesley Knox Boston, Massachusetts Details
Wesley Knox's Halliday Financial Experience May 2014 - Present
Job Student at Northeastern University
Industry Marketing and Advertising
Experience
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

Rasheed Bey Rasheed Bey Greater New York City Area Details
Rasheed Bey's Halliday Financial Experience June 2014 - Present
Job at
Industry Financial Services
Experience
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

Sean Mohammadi Sean Mohammadi Greater New York City Area Details
Sean Mohammadi's Halliday Financial Experience September 1988 - Present
Job Partner at Halliday Financial
Industry Financial Services
Experience
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

Nicholas Agostino Nicholas Agostino West Palm Beach, Florida Details
Nicholas Agostino's Halliday Financial Experience 2008 - 2010
Job Compliance Supervisor at Summit Brokerage Services, Inc.
Industry Investment Management
Experience
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