John G. Ullman & Associates, Inc.

Description

Address: 51 E Market St, Corning, NY 14830 Hours: Closed ⋅ Opens 7:30AM Monday7:30AM–5:30PMTuesday7:30AM–5:30PMWednesday7:30AM–5:30PMThursday7:30AM–5:30PMFriday7:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (607) 936-3785Place name: : : : : Website: : : Category: Website: http://jgua.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of John G. Ullman & Associates, Inc. Posting publicly on the Web Write a review Reviews Be the first to review From John G. Ullman & Associates, Inc. Unable to add this file. Please check that it is a valid photo. "John G. Ullman & Associates, Inc. provides comprehensive wealth management services to residents of Corning, NY."

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John G. Ullman & Associates, Inc. Employees

Employee
Years
Job
Industry
Chiao Ni Wang Chiao Ni Wang Corning, New York Details
Chiao Ni Wang's John G. Ullman & Associates, Inc. Experience September 2011 - Present
Job Senior Research Analyst at John G. Ullman & Associates
Industry Investment Management
Experience
John G. Ullman & Associates, Inc.   September 2011 - Present
Hedge Fund  October 2010 - January 2011
Alpine Woods Investors   June 2007 - September 2010
Lehman Brothers  June 2006 - August 2006
Grand Cathay Investment Trust   May 2004 - July 2005
AIG Investment Corporation   May 2002 - May 2004
Chong Shing Securities   December 2000 - November 2001
Primasia Securities   July 2000 - December 2000

Skills
Bloomberg, Equities, Capital Markets, Hedge Funds, Equity Research, Fixed Income, Portfolio Management, Investments, Financial Modeling, Valuation, IPO, Portfolio Analytics

Education
Cornell University - Johnson Graduate School of Management   2005 — 2007
MBA, Research, Sales and Trading Immersion

National Taiwan University   1996 — 2000
Bachelor of Business Administration, Finance

Jennifer Krasnansky Jennifer Krasnansky Corning, New York Details
Jennifer Krasnansky's John G. Ullman & Associates, Inc. Experience April 2004 - Present
Job Chief Compliance Officer/Director of Client Accounting at John G. Ullman & Associates
Industry Financial Services
Experience
John G. Ullman & Associates, Inc.   April 2004 - Present
Wachovia Securities Financial Network  January 2000 - April 2004

Skills
IACCP - Investment...

Education
Webster University, Myrtle Beach, SC   1997 — 1999
MBA, Buisness

Rutgers, The State University of New Jersey-New Brunswick   1994 — 1996
Bachelor of Arts, Political Science

John Ullman John Ullman Baltimore, Maryland Area Details
John Ullman's John G. Ullman & Associates, Inc. Experience 2015 - Present
Job Strategic Initiatives Coordinator at Johns Hopkins University
Industry Renewables & Environment
Experience
Johns Hopkins University  March 2013 - Present
OurEarth.org, Inc.   January 2006 - Present
John G. Ullman & Associates, Inc.   2015 - Present

Education
Duke University - Fuqua School of Business   2008 — 2011
Master of Business Administration (MBA)

Duke University - Nicholas School of the Environment   2008 — 2011
Master of Environmental Management

The Johns Hopkins University   2001 — 2005
Bachelor of Science (B.S.)

Carl Masler, CPA Carl Masler, CPA Elmira, New York Area Details
Carl Masler, CPA's John G. Ullman & Associates, Inc. Experience October 2007 - Present
Job Tax Process Manager/Investment Research Associate at John G. Ullman & Associates, Inc
Industry Financial Services
Experience
John G. Ullman & Associates, Inc.   October 2007 - Present
Town of Big Flats   April 2001 - Present

Skills
Auditing, Managerial Finance

Education
Binghamton University - School of Management   1998 — 1999
MS, Accounting

Cornell University   1982 — 1984
BS, Business Management

Jason Nickerson Jason Nickerson Elmira, New York Area Details
Jason Nickerson's John G. Ullman & Associates, Inc. Experience January 1998 - Present
Job CERTIFIED FINANCIAL PLANNER™ and Senior Vice President at John G Ullman & Associates, Inc.
Industry Financial Services
Experience
John G. Ullman & Associates, Inc.   January 1998 - Present

Education
Salisbury University - Perdue School of Business   1995 — 1997
Bachelor of Science (B.S.), Finance, General

Corning Community College   1993 — 1995
A.S., Business Management

Abby Westervelt Abby Westervelt Ithaca, New York Area Details
Abby Westervelt's John G. Ullman & Associates, Inc. Experience 1994 - 1995
Job Director of Corporate and Foundation Relations at Cornell University
Industry Higher Education
Experience
Cornell University  2001 - Present
Business Innovation Center   2000 - 2001
Business Innovation Center   1999 - 2000
Corning Incorporated  1996 - 1999
John G. Ullman & Associates, Inc.   1994 - 1995

Skills
Alumni Relations, Fundraising, Grant Writing, Higher Education, Entrepreneurship, Grants, Community Outreach, Project Management, Strategic Planning, Nonprofits, Program Development, Public Speaking

Education
Cornell University - S.C. Johnson Graduate School of Management   1995 — 1997
MBA

Harvard University
Doctor of Philosophy (Ph.D.), Classics (all but dissertation)

Princeton University   1977 — 1981
Bachelor of Arts (B.A.)

Phillips Exeter Academy   1975 — 1977

Sarah (Post) Creath, CFP Sarah (Post) Creath, CFP Johnson City, New York Details
Sarah (Post) Creath, CFP's John G. Ullman & Associates, Inc. Experience January 2000 - May 2015
Job Principal at BCK Partners, Inc.
Industry Financial Services
Experience
BCK Partners, Inc.   May 2015 - Present
John G. Ullman & Associates, Inc.   January 2000 - May 2015
Corning Incorporated  January 1997 - January 2000
New York State Senate  June 1992 - January 1997

Skills
Retirement Planning, Real Estate, Financial Planning, Investments, Insurance, Education Planning, Estate Planning, Wealth Management, Comprehensive Wealth..., Planning for small..., Investment Management

Education
College for Financial Planning   2000 — 2002
CFP, financial planning

Siena College   1988 — 1992
Bachelor of Arts, Political Science

Jennifer Bement-Coon Jennifer Bement-Coon Elmira, New York Details
Jennifer Bement-Coon's John G. Ullman & Associates, Inc. Experience March 2015 - Present
Job Manager of Securities Trading at John G. Ullman and Associates, Inc.
Industry Financial Services
Experience
John G. Ullman & Associates, Inc.   March 2015 - Present
John G. Ullman & Associates, Inc.   August 2010 - Present
John G. Ullman & Associates, Inc.   February 2000 - August 2010

Education
Elmira College
Bachelor of Arts (BA), Business Administration / Accounting Focus