Kirlin Securities
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Kirlin Securities Employees
Employee
Years
Job
Industry
Adele Young, CFA, AIF® Adele Young, CFA, AIF®'s Kirlin Securities Experience 2002 - 2002
Job Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
McCullough & Associates, LLC 2009 - 2011
Fisher Investments 2006 - 2009
EFCI DESIGNS 2005 - 2006
Apple 2004 - 2004
Morgan Stanley 2003 - 2003
KIRLIN SECURITIES 2002 - 2002
Skills
Fiduciary Responsibility, Portfolio Management, Financial Analysis, Investments, Wealth Management, Asset Allocation, Asset Management, Equities, Estate Planning, Fiduciary, Financial Advisory, Finance, Financial Modeling, Leadership, Management, Retirement, Risk Management, Strategy, Training, Insurance, Corporate Finance
Education
Burlingame High School
California Polytechnic State University-San Luis Obispo
Business Administration, Finance & International Management, Minor in Economics
TIAA-CREF 2011 - Present
McCullough & Associates, LLC 2009 - 2011
Fisher Investments 2006 - 2009
EFCI DESIGNS 2005 - 2006
Apple 2004 - 2004
Morgan Stanley 2003 - 2003
KIRLIN SECURITIES 2002 - 2002
Skills
Fiduciary Responsibility, Portfolio Management, Financial Analysis, Investments, Wealth Management, Asset Allocation, Asset Management, Equities, Estate Planning, Fiduciary, Financial Advisory, Finance, Financial Modeling, Leadership, Management, Retirement, Risk Management, Strategy, Training, Insurance, Corporate Finance
Education
Burlingame High School
California Polytechnic State University-San Luis Obispo
Business Administration, Finance & International Management, Minor in Economics
Angel Cruz Angel Cruz's Kirlin Securities Experience 1998 - 2004
Job Independent Consultant at WeLink Inc.
Industry Management Consulting
Experience
WeLink Inc. July 2015 - Present
Self-employed February 2010 - Present
WeLink Inc December 2013 - July 2015
Six Inc. DBA Club Six June 2001 - January 2013
V1 Jets International Inc. 2008 - 2010
The Shemano Group 2004 - 2008
AC Capital Group 2004 - 2008
Urban Solutions 2002 - 2008
Kirlin Securities 1998 - 2004
H.J. Meyers & Company 1992 - 1998
Skills
Business Development, Management, Leadership, Entrepreneurship, Sales, Social Media Marketing, Start-ups, Investments, Marketing Strategy, Advertising, Mergers & Acquisitions, New Business Development, Investment Banking, Small Business, Strategy, Strategic Partnerships, Business Strategy, Program Management, Event Management, Venture Capital, Sales Management, IPO, Private Placements, Securities, Private Equity, Executive Management, Financial Analysis, Coaching, Nonprofits, Business Planning, Management Consulting, Recruiting, Corporate Development, Inside Sales, Nightclub Management, Mentoring, SaaS
Education
Long Island University, C.W. Post Campus
WeLink Inc. July 2015 - Present
Self-employed February 2010 - Present
WeLink Inc December 2013 - July 2015
Six Inc. DBA Club Six June 2001 - January 2013
V1 Jets International Inc. 2008 - 2010
The Shemano Group 2004 - 2008
AC Capital Group 2004 - 2008
Urban Solutions 2002 - 2008
Kirlin Securities 1998 - 2004
H.J. Meyers & Company 1992 - 1998
Skills
Business Development, Management, Leadership, Entrepreneurship, Sales, Social Media Marketing, Start-ups, Investments, Marketing Strategy, Advertising, Mergers & Acquisitions, New Business Development, Investment Banking, Small Business, Strategy, Strategic Partnerships, Business Strategy, Program Management, Event Management, Venture Capital, Sales Management, IPO, Private Placements, Securities, Private Equity, Executive Management, Financial Analysis, Coaching, Nonprofits, Business Planning, Management Consulting, Recruiting, Corporate Development, Inside Sales, Nightclub Management, Mentoring, SaaS
Education
Long Island University, C.W. Post Campus
Hal Xheraj Hal Xheraj's Kirlin Securities Experience January 2002 - June 2003
Job Vice President, Corporate Sales at WOBI
Industry Professional Training & Coaching
Experience
WOBI June 2006 - Present
WOBI 2006 - December 2011
Montauk Financial Group June 2003 - June 2006
Kirlin Securities January 2002 - June 2003
Valley Forge Securities January 2001 - September 2001
Skills
New Business Development, Team Building, Strategic Planning, Business Strategy, Key Account Management, Sales Management, B2B, Sales Leadership..., Leadership Development, Strategic Partnerships, Leadership, Online Marketing, Management, Sales, Business Planning, Start-ups, Strategy, Marketing Strategy
Education
Hofstra University
BBA, Finance / Economics
WOBI June 2006 - Present
WOBI 2006 - December 2011
Montauk Financial Group June 2003 - June 2006
Kirlin Securities January 2002 - June 2003
Valley Forge Securities January 2001 - September 2001
Skills
New Business Development, Team Building, Strategic Planning, Business Strategy, Key Account Management, Sales Management, B2B, Sales Leadership..., Leadership Development, Strategic Partnerships, Leadership, Online Marketing, Management, Sales, Business Planning, Start-ups, Strategy, Marketing Strategy
Education
Hofstra University
BBA, Finance / Economics
Edward Wells Edward Wells's Kirlin Securities Experience June 2002 - July 2005
Job Managing Partner/Financial Advisor
Industry Financial Services
Experience
North Shore Wealth Management Group - NBC Securities 2005 - Present
Kirlin Securities June 2002 - July 2005
Investec June 2000 - July 2002
Cambridge Capital November 1997 - June 2000
Skills
Stocks, Mutual Funds, ETFs, Municipal Bonds, Fixed Annuities, Insurance, Tax-advantaged..., REIT, Variable Annuities
Education
New York Institute of Technology-Old Westbury 1990 — 1993
North Shore Wealth Management Group - NBC Securities 2005 - Present
Kirlin Securities June 2002 - July 2005
Investec June 2000 - July 2002
Cambridge Capital November 1997 - June 2000
Skills
Stocks, Mutual Funds, ETFs, Municipal Bonds, Fixed Annuities, Insurance, Tax-advantaged..., REIT, Variable Annuities
Education
New York Institute of Technology-Old Westbury 1990 — 1993
John Ruggiero John Ruggiero's Kirlin Securities Experience 2000 - 2000
Job Financial Services Industry Executive Chief Compliance Officer BD & IA Compliance, Management & Operations Expertise
Industry Financial Services
Experience
HSBC August 2015 - Present
New York Baseball Network October 2010 - Present
Euro Pacific Capital March 2012 - July 2015
JR Group LLC January 2008 - July 2015
Euro Pacific Capital July 2011 - March 2012
Stewardship Investment Advisors 2005 - June 2011
Ladenburg Thalmann & Co. Inc. 1993 - 2005
Trautman Wasserman & Co. Inc. 2000 - 2001
Kirlin Securities 2000 - 2000
Smith Barney 1992 - 1993
Skills
Start-ups, Insurance, Retirement Planning, Research, Strategic Planning, Mergers & Acquisitions, Marketing, Financial Analysis, Asset Allocation, Corporate Governance, Entrepreneurship, Venture Capital, AML, Due Diligence, Trading, Anti Money Laundering, Investment Banking, Valuation, Equities, Securities, Corporate Finance, Asset Management, Hedge Funds, Private Placements, Series 63, Fundraising, Wealth Management, Microsoft Office, Fixed Income, Financial Services, Investments, Portfolio Management, Banking, Finance, Risk Management, Alternative Investments, Capital Markets, Private Equity, Executive Management, Management Consulting, Options, Investment Advisory, FINRA, Management, Mutual Funds, Mergers, Broker-Dealer Compliance, Investment Advisor...
Education
Ithaca College 1985 — 1989
Bachelor of Science (BS), Economics/Business Management
Mamaroneck High School 1982 — 1985
General
HSBC August 2015 - Present
New York Baseball Network October 2010 - Present
Euro Pacific Capital March 2012 - July 2015
JR Group LLC January 2008 - July 2015
Euro Pacific Capital July 2011 - March 2012
Stewardship Investment Advisors 2005 - June 2011
Ladenburg Thalmann & Co. Inc. 1993 - 2005
Trautman Wasserman & Co. Inc. 2000 - 2001
Kirlin Securities 2000 - 2000
Smith Barney 1992 - 1993
Skills
Start-ups, Insurance, Retirement Planning, Research, Strategic Planning, Mergers & Acquisitions, Marketing, Financial Analysis, Asset Allocation, Corporate Governance, Entrepreneurship, Venture Capital, AML, Due Diligence, Trading, Anti Money Laundering, Investment Banking, Valuation, Equities, Securities, Corporate Finance, Asset Management, Hedge Funds, Private Placements, Series 63, Fundraising, Wealth Management, Microsoft Office, Fixed Income, Financial Services, Investments, Portfolio Management, Banking, Finance, Risk Management, Alternative Investments, Capital Markets, Private Equity, Executive Management, Management Consulting, Options, Investment Advisory, FINRA, Management, Mutual Funds, Mergers, Broker-Dealer Compliance, Investment Advisor...
Education
Ithaca College 1985 — 1989
Bachelor of Science (BS), Economics/Business Management
Mamaroneck High School 1982 — 1985
General
Chad Burr Chad Burr's Kirlin Securities Experience March 1998 - June 2002
Job Professional Educator
Industry Education Management
Experience
Hayward Unified School District September 2014 - Present
TTO 2014 - 2015
TOPAZ SERVICES December 2013 - July 2014
Chevron Federal Credit Union October 2012 - October 2013
Xerox August 2010 - September 2012
Eloan August 2003 - January 2009
Kirlin Securities March 1998 - June 2002
State Farm Insurance June 1994 - August 1997
Skills
Banking, Sales, Mortgage Lending, Insurance, Financial Services, Refinance, Finance, Mortgage Banking, Investment Banking, Securities, Risk Management, Leadership
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Economics
UCLA
st marys
Hayward Unified School District September 2014 - Present
TTO 2014 - 2015
TOPAZ SERVICES December 2013 - July 2014
Chevron Federal Credit Union October 2012 - October 2013
Xerox August 2010 - September 2012
Eloan August 2003 - January 2009
Kirlin Securities March 1998 - June 2002
State Farm Insurance June 1994 - August 1997
Skills
Banking, Sales, Mortgage Lending, Insurance, Financial Services, Refinance, Finance, Mortgage Banking, Investment Banking, Securities, Risk Management, Leadership
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Economics
UCLA
st marys
Bill Witt Bill Witt's Kirlin Securities Experience 1991 - 2005
Job Financial Advisor A.W.M.A. at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 2005 - Present
Kirlin Securities 1991 - 2005
Nassau Community College 1985 - 1998
Marist College 1979 - 1983
Skills
Investments, Wealth Management, Retirement Planning, Retirement, Financial Planning, Long-term Care, Strategic Financial..., Insurance, Fixed Annuities, Series 63, Series 7, Finance, Process Improvement, Fixed Income, Strategy, Analysis, Leadership, Management, Provide investment..., Analyze and structure..., Educate people..., Help people plan for..., Helping people maximize..., Assist in insurance,..., Meeting present and..., Providing care and...
Education
Hofstra University 1970 — 1975
Master of Arts (M.A.), Humanities/ Education
Hofstra University 1968 — 1970
Bachelor of Arts (B.A.), Communications/ Education
Nassau Community College 1966 — 1968
Associate of Arts (A.A.), Communications
Janney Montgomery Scott June 2005 - Present
Kirlin Securities 1991 - 2005
Nassau Community College 1985 - 1998
Marist College 1979 - 1983
Skills
Investments, Wealth Management, Retirement Planning, Retirement, Financial Planning, Long-term Care, Strategic Financial..., Insurance, Fixed Annuities, Series 63, Series 7, Finance, Process Improvement, Fixed Income, Strategy, Analysis, Leadership, Management, Provide investment..., Analyze and structure..., Educate people..., Help people plan for..., Helping people maximize..., Assist in insurance,..., Meeting present and..., Providing care and...
Education
Hofstra University 1970 — 1975
Master of Arts (M.A.), Humanities/ Education
Hofstra University 1968 — 1970
Bachelor of Arts (B.A.), Communications/ Education
Nassau Community College 1966 — 1968
Associate of Arts (A.A.), Communications
Brian Israel's Kirlin Securities Experience 2000 - 2001
Job Business Development Director at Travel + Leisure
Industry Publishing
Experience
Travel + Leisure September 2011 - Present
Bonnier Luxury Lifestyle Group April 2010 - September 2011
Bon Appetit Magazine, a Conde Nast Publication April 2008 - April 2010
Questex Media Group June 2001 - March 2008
Kirlin Securities 2000 - 2001
Skills
Advertising, Online Advertising, Integrated Marketing, Social Media Marketing, Digital Marketing, Marketing Strategy, Media Planning, Marketing Communications, Email Marketing, Digital Strategy, Online Marketing, New Business Development, Sales Management, Sales, Salesforce.com, Event Planning, Copywriting, Business Development, Social Networking, Strategic Planning, Media Buying, New Media, E-commerce, Newsletters
Education
State University of New York College at Buffalo 1995 — 1999
BS, Business
State University of New York College at Buffalo 1995 — 1999
BS, Business Administration and Management, General
Travel + Leisure September 2011 - Present
Bonnier Luxury Lifestyle Group April 2010 - September 2011
Bon Appetit Magazine, a Conde Nast Publication April 2008 - April 2010
Questex Media Group June 2001 - March 2008
Kirlin Securities 2000 - 2001
Skills
Advertising, Online Advertising, Integrated Marketing, Social Media Marketing, Digital Marketing, Marketing Strategy, Media Planning, Marketing Communications, Email Marketing, Digital Strategy, Online Marketing, New Business Development, Sales Management, Sales, Salesforce.com, Event Planning, Copywriting, Business Development, Social Networking, Strategic Planning, Media Buying, New Media, E-commerce, Newsletters
Education
State University of New York College at Buffalo 1995 — 1999
BS, Business
State University of New York College at Buffalo 1995 — 1999
BS, Business Administration and Management, General
Claudia Roberts's Kirlin Securities Experience 1989 - 1995
Job Business Analyst/Data Analyst
Industry Computer Software
Experience
Pearson, K-12 Technology November 2008 - April 2012
Measured Progress 2012 - 2012
Better Business Bureau March 2004 - November 2008
Internet Properties April 1994 - August 2002
Albion Financial Group February 2001 - August 2001
Kirlin Securities 1989 - 1995
Skills
Sales, Negotiation, Data Analysis, Business Development, Marketing, Account Management, Proposal Writing, Marketing Strategy, Financial Analysis, Business Analysis
Education
University of Utah - David Eccles School of Business 1999 — 2001
MBA, Finance and Accounting
Commercial Investment Real Estate Mgmt 1994 — 1996
CCIM, Commercial Investment Real Estate
State University of New York College at Purchase
Bachelors, Sociology
Pearson, K-12 Technology November 2008 - April 2012
Measured Progress 2012 - 2012
Better Business Bureau March 2004 - November 2008
Internet Properties April 1994 - August 2002
Albion Financial Group February 2001 - August 2001
Kirlin Securities 1989 - 1995
Skills
Sales, Negotiation, Data Analysis, Business Development, Marketing, Account Management, Proposal Writing, Marketing Strategy, Financial Analysis, Business Analysis
Education
University of Utah - David Eccles School of Business 1999 — 2001
MBA, Finance and Accounting
Commercial Investment Real Estate Mgmt 1994 — 1996
CCIM, Commercial Investment Real Estate
State University of New York College at Purchase
Bachelors, Sociology
Gabe Antuna's Kirlin Securities Experience September 2001 - October 2006
Job Senior Vice President/ Director of Wealth Investments at Andrew Garrett
Industry Investment Management
Experience
Andrew Garrett, Inc. 2007 - Present
Kirlin Securities September 2001 - October 2006
M.S. Farrell June 1993 - September 2001
Skills
Series 7, Series 24, Series 65, Series 63, Series 6, Life, Accident and..., Bonds, Asset Management, Alternative Investments, FINRA, Health Insurance, Fixed Income, Equities, Investments, Mutual Funds, Hedge Funds, Securities, Wealth Management
Education
Rutgers University-New Brunswick 1989 — 1993
St. Peter's Prep 1985 — 1989
Andrew Garrett, Inc. 2007 - Present
Kirlin Securities September 2001 - October 2006
M.S. Farrell June 1993 - September 2001
Skills
Series 7, Series 24, Series 65, Series 63, Series 6, Life, Accident and..., Bonds, Asset Management, Alternative Investments, FINRA, Health Insurance, Fixed Income, Equities, Investments, Mutual Funds, Hedge Funds, Securities, Wealth Management
Education
Rutgers University-New Brunswick 1989 — 1993
St. Peter's Prep 1985 — 1989
Alex Bozinovski's Kirlin Securities Experience January 2001 - May 2001
Job Student at Roberts Wesleyan College
Industry Education Management
Experience
Independent October 1996 - Present
ADT Security Services October 2003 - October 2004
Royalty Computers and Consulting June 2003 - June 2004
Kirlin Securities January 2001 - May 2001
Preferred Financial Group May 2000 - August 2000
Diocese of Rochester June 1996 - August 1996
Skills
Management, Leadership, Program Management, Customer Service, Troubleshooting, Teamwork, Databases, Quality Assurance, Training, Research, Access, Coaching, Public Speaking, Social Media, Team Building, Team Leadership, Event Planning
Education
Roberts Wesleyan College 2009 — 2011
M.Ed
Roberts Wesleyan College 2007 — 2009
B.A., History
Monroe Community College
A.A.S, Business - Financial Services
Roberts Wesleyan College
B.A, History
Independent October 1996 - Present
ADT Security Services October 2003 - October 2004
Royalty Computers and Consulting June 2003 - June 2004
Kirlin Securities January 2001 - May 2001
Preferred Financial Group May 2000 - August 2000
Diocese of Rochester June 1996 - August 1996
Skills
Management, Leadership, Program Management, Customer Service, Troubleshooting, Teamwork, Databases, Quality Assurance, Training, Research, Access, Coaching, Public Speaking, Social Media, Team Building, Team Leadership, Event Planning
Education
Roberts Wesleyan College 2009 — 2011
M.Ed
Roberts Wesleyan College 2007 — 2009
B.A., History
Monroe Community College
A.A.S, Business - Financial Services
Roberts Wesleyan College
B.A, History
Bradley Chatman's Kirlin Securities Experience February 2001 - July 2001
Job Financial Services Professional
Industry Financial Services
Experience
HSBC December 2004 - December 2007
HSBC October 2002 - December 2004
Kirlin Securities February 2001 - July 2001
Pasta Pomodoro July 1997 - December 1997
Education
University of California, Berkeley 1997 — 2002
HSBC December 2004 - December 2007
HSBC October 2002 - December 2004
Kirlin Securities February 2001 - July 2001
Pasta Pomodoro July 1997 - December 1997
Education
University of California, Berkeley 1997 — 2002
RONALD DORUSHKIN's Kirlin Securities Experience September 2001 - November 2005
Job CEO at wilmington capital securities
Industry Financial Services
Experience
wilmington capital securities March 2006 - Present
Kirlin Securities September 2001 - November 2005
Skills
Investments, Strategy, Management, Strategic Planning, Sales, Public Speaking, Marketing, Customer Service, Equities, Microsoft Office, Nonprofits, Securities, Portfolio Management, Trading, Asset Management, Non-profits, Sales Management
Education
State University of New York at Buffalo 1987 — 1991
Bachelor of Science (BS)
wilmington capital securities March 2006 - Present
Kirlin Securities September 2001 - November 2005
Skills
Investments, Strategy, Management, Strategic Planning, Sales, Public Speaking, Marketing, Customer Service, Equities, Microsoft Office, Nonprofits, Securities, Portfolio Management, Trading, Asset Management, Non-profits, Sales Management
Education
State University of New York at Buffalo 1987 — 1991
Bachelor of Science (BS)
Joefe Ventura's Kirlin Securities Experience 1999 - 2002
Job National Account Executive @ Echo Global Logistics
Industry Logistics and Supply Chain
Experience
Echo Global Logistics December 2010 - Present
DNA Freight(Acquired by Echo Global Logistics) April 2007 - December 2010
Molger Incoporated 2003 - 2007
6 Incorporated 2002 - 2004
Kirlin Securities 1999 - 2002
Bluestone Capital 1997 - 1999
HJ Meyers 1995 - 1997
Prudential Securities 1993 - 1995
Education
Minnesota State University, Mankato 1985 — 1991
Biology, General
Echo Global Logistics December 2010 - Present
DNA Freight(Acquired by Echo Global Logistics) April 2007 - December 2010
Molger Incoporated 2003 - 2007
6 Incorporated 2002 - 2004
Kirlin Securities 1999 - 2002
Bluestone Capital 1997 - 1999
HJ Meyers 1995 - 1997
Prudential Securities 1993 - 1995
Education
Minnesota State University, Mankato 1985 — 1991
Biology, General