KLS Professional Advisors, LLC

Description

Address: 14th Floor, 1325 6th Avenue, New York, NY 10019 Phone: (212) 355-0346: Place name: : : Category: : : Website: : Hours: Website: http://www.klsadvisors.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.Add missing informationAdd business hours 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 KLS Professional Advisors Group Posting publicly on the Web Write a review Reviews Be the first to review

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KLS Professional Advisors, LLC Employees

Employee
Years
Job
Industry
Connor Darragh Connor Darragh New York, New York Details
Connor Darragh's KLS Professional Advisors, LLC Experience July 2014 - Present
Job Private Wealth Management Associate
Industry Financial Services
Experience
KLS Professional Advisors, LLC   July 2014 - Present
Janney Montgomery Scott  May 2013 - July 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Research, Public Speaking

Education
Elon University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Kyle Reinhardt Kyle Reinhardt New York, New York Details
Kyle Reinhardt's KLS Professional Advisors, LLC Experience July 2012 - March 2014
Job Regional Sales Consultant at Invesco Ltd.
Industry Investment Management
Experience
Invesco US  March 2015 - Present
FMS Wertmanagement Service GmbH  April 2014 - March 2015
KLS Professional Advisors, LLC   July 2012 - March 2014
Morgan Stanley Wealth Management  January 2012 - April 2012
Merrill Lynch  June 2011 - August 2011
AlphaWire - Industrial Wire & Cable   May 2010 - August 2010

Skills
Financial Modeling, Investments, Bloomberg, Series 65, Series 63, Series 7, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Team Leadership, Process Optimization, Strategic Communications, Summit, Financial Analysis, Equities, Portfolio Management

Education
Drew University   2008 — 2012
Bachelor of Arts (B.A.), Economics

Newton High School   2004 — 2008

Charles Dickey Charles Dickey Greater New York City Area Details
Charles Dickey's KLS Professional Advisors, LLC Experience July 2014 - Present
Job Analyst
Industry Financial Services
Experience
KLS Professional Advisors, LLC   July 2014 - Present
Connecticut College  September 2010 - May 2014
Attain Capital Management  June 2013 - August 2013
Brooks Brothers  June 2012 - August 2012
Cardigan Mountain Lacrosse Camp   July 2010 - August 2010

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Customer Service, English, HTML, Windows, Time Management, Team Leadership, Economics, Corporate Finance, Statistics, Investment Research, Account Management

Education
Connecticut College   2010 — 2014
Bachelor of Arts (B.A.), Economics

Northfield Mount Hermon School   2006 — 2010

Kevin Fernandez Kevin Fernandez Greater New York City Area Details
Kevin Fernandez's KLS Professional Advisors, LLC Experience July 2012 - March 2014
Job Associate Tech, Media & Telecom Research
Industry Financial Services
Experience
Coleman Research Group  March 2014 - Present
KLS Professional Advisors, LLC   July 2012 - March 2014
Jefferies & Company  May 2011 - August 2011

Education
Villanova University   2008 — 2012
B.S. Finance, Finance & International Business - Minors: Economics & Spanish

Universidad de Sevilla   2011 — 2011
Finance, Spanish

Ali Huffstetler Ali Huffstetler Atlanta, Georgia Details
Ali Huffstetler's KLS Professional Advisors, LLC Experience September 2009 - October 2013
Job Customer Success Manager at QASymphony
Industry Internet
Experience
QASymphony  March 2015 - Present
Deem, Inc. (Formerly Digistrive Inc.)   July 2014 - February 2015
Digistrive, Inc.   October 2013 - July 2014
KLS Professional Advisors, LLC   September 2009 - October 2013
University of Phoenix  January 2007 - August 2009

Skills
Social Media, Event Planning, Social Media Marketing, Social Networking, Event Management, Public Relations, Public Speaking, Press Releases, Marketing, Advertising, Fundraising, Voice Over, Digital Media, Media Relations, Marketing Communications, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Creative Direction, E-commerce, Account Management, Email Marketing, Online Advertising

Education
University of South Carolina-Columbia   2004 — 2008
Theater

Devon Galindo Devon Galindo Greater Los Angeles Area Details
Devon Galindo's KLS Professional Advisors, LLC Experience 2010 - 2014
Job Independent Financial Advisor Focused on High Net Worth Legal Professionals, Corporate Executives and Entrepreneurs
Industry Investment Management
Experience
Camden Capital  2014 - Present
KLS Professional Advisors, LLC   2010 - 2014

Skills
Strategic Financial..., Asset Management, Financial Analysis, Portfolio Management, Data Analysis, Estate Tax Planning, Forecasting, Financial Services, Trading, Investments, Alternative Investments, Financial Modeling, Retirement Planning, Insurance, Financial Reporting, Financial Markets, Microsoft Office, Microsoft Excel, Financial Planning, Public Speaking, Leadership, Management, Marketing

Education
UCLA   2012 — 2014
Certificate in Taxation

Loyola Marymount University, College of Business Administration   2005 — 2009
Bachelor of Business Administration, Marketing and Entrepreneurship & Management

Foundation for International Education   2007 — 2007
London, United Kingdom

Kortney Hensley Kortney Hensley Greater New York City Area Details
Kortney Hensley's KLS Professional Advisors, LLC Experience November 2013 - Present
Job Accounting Support
Industry Financial Services
Experience
KLS Professional Advisors, LLC   November 2013 - Present
Arc3Design   2008 - November 2013
Tinc Productions  July 2013 - August 2013
Alvin Ailey American Dance Theater  2009 - June 2013
Alvin Ailey American Dance Theater  2007 - 2009
MJM Creative Services  February 2007 - March 2007
Freelance PA  2006 - 2007
Johns Hopkins University  2003 - 2006

Skills
Event Planning, Event Management, Microsoft Office, Project Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Vendor Relationships, Communication, Problem Solving, Stage Management, Budgets, PowerPoint, Public Speaking, Fundraising, Nonprofits, Microsoft Excel, Management, Microsoft Word, Social Media, Social Networking, Process Scheduler, Customer Service, Editing, Public Relations, Social Media Marketing, Production Managment, Research, Marketing Communications, Advertising, Grant Writing, Volunteer Management, Project Planning, WordPress, MailChimp, SharePoint, Photoshop, Adobe Creative Suite, Facebook, Arts Administration, Outlook

Education
University of North Carolina at Chapel Hill   1999 — 2000
Master of Arts (M.A.), Secondary Education and Teaching

University of North Carolina at Chapel Hill   1996 — 1999
Bachelor of Science (B.S.), Biology, General

Michelle Monnat Michelle Monnat Greater New York City Area Details
Michelle Monnat's KLS Professional Advisors, LLC Experience January 2011 - May 2011
Job Business Advisory Services Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  July 2015 - Present
Grant Thornton LLP  November 2014 - Present
BNY Mellon  July 2013 - November 2014
BNY Mellon  June 2011 - June 2013
KLS Professional Advisors, LLC   January 2011 - May 2011
Disney ABC Domestic Television  September 2010 - January 2011
Bloomberg  September 2010 - September 2010
The Iroquois Group   September 2009 - April 2010
Wegmans Food Markets, Inc  May 2009 - January 2010
Greece Town Hall   May 2008 - August 2008

Skills
Accounting, Microsoft Excel, Financial Reporting, General Ledger, Financial Analysis, Outlook, Access, Budgets, Internal Audit, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, TyMetrix, PeopleSoft, Catalyst, TeamMate, Anti Money Laundering, Sports Statistics, OFAC, AutoAudit

Education
Utica College   2012 — 2013
MBA, Economic Crime & Fraud Management, 3.21

Saint Bonaventure University   2006 — 2010
Bachelor's Degree, Finance, Accounting, Economics, 3.159

Amanda (Vanasco) Khalil Amanda (Vanasco) Khalil Greater New York City Area Details
Amanda (Vanasco) Khalil's KLS Professional Advisors, LLC Experience April 2010 - February 2012
Job Founder of www.portwashingtonmama.com and licensed real estate agent
Industry Events Services
Experience
Port Washington Mama (website)   June 2012 - Present
Accents on Real Estate   February 2013 - Present
Parent Resource Center  January 2013 - Present
KLS Professional Advisors, LLC   April 2010 - February 2012
The Gallup Organization  2008 - April 2010
JPMorgan Private Bank  2004 - August 2008

Skills
Financial Services, Management Consulting, Employee Engagement, Facebook, CRM

Education
Loyola College in Maryland
Bachelor of Arts

The American University of Paris

Loyola College, Cagli, Italy
Communications Study, Summer Abroad

Bruce Hyde Bruce Hyde Westfield, New Jersey Details
Bruce Hyde's KLS Professional Advisors, LLC Experience June 2001 - February 2012
Job Wealth Manager at Round Table Services
Industry Investment Management
Experience
Round Table Wealth Management   June 2012 - Present
KLS Professional Advisors, LLC   June 2001 - February 2012
Lucent Technologies  June 1995 - June 2001
Price Waterhouse  September 1987 - June 1995

Education
Seton Hall University   1997 — 1998
Master of Science (MS), Taxation

Lafayette College   1983 — 1987
Bachelor of Arts (B.A.), Economics and Business

James A. Jacaruso, Jr. James A. Jacaruso, Jr. Greater New York City Area Details
James A. Jacaruso, Jr.'s KLS Professional Advisors, LLC Experience March 1991 - May 2004
Job Tax Director, E.A.
Industry Accounting
Experience
Geller & Company  February 2007 - December 2014
Charles Pratt & Co./Dosoris Trust Comapny   2005 - 2007
Winthrop Trust   2004 - 2005
KLS Professional Advisors, LLC   March 1991 - May 2004
Deloitte & Touche  1986 - 1991
EY  1984 - 1986

Skills
Tax, Tax Research, Accounting, Corporate Tax, Due Diligence, Financial Reporting, Internal Controls, Tax Accounting, Financial Analysis, Auditing, International Tax, Financial Accounting, CPA, Tax Law, Financial Modeling

Education
Hofstra University   1978 — 1982
BBA - Public Accounting

St. Agnes

Stephanie Choi Stephanie Choi Greater Atlanta Area Details
Stephanie Choi's KLS Professional Advisors, LLC Experience 2005 - 2006
Job Director at LiquidHub
Industry Information Technology and Services
Experience
LiquidHub  March 2015 - July 2015
Redkite LLC (acquired by LiquidHub)   March 2011 - March 2015
Redkite, LLC  June 2009 - March 2011
Fujitsu Consulting  2007 - May 2009
KLS Professional Advisors, LLC   2005 - 2006
Franklin Templeton Investments  2001 - 2005

Skills
Salesforce.com, Cloud Computing, Business Analysis, SaaS, CRM, Business Intelligence, Software Project..., Professional Services, Enterprise Software

Education
University at Albany, SUNY   1996 — 2000
BS, Economics, Business Administration

Kara S. Boccella Kara S. Boccella Greater Los Angeles Area Details
Kara S. Boccella's KLS Professional Advisors, LLC Experience October 1995 - August 2014
Job Independent Wealth Advisor Focused on High Net Worth Legal Professionals, Corporate Executives and Entrepreneurs
Industry Financial Services
Experience
Camden Capital  August 2014 - Present
KLS Professional Advisors, LLC   October 1995 - August 2014

Skills
Investments, Business Strategy, Equities, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Risk Management, Strategic Planning, Change Management, New Business Development, Fixed Income, Management, Private Equity, Corporate Finance, Wealth Management, Alternative Investments, Finance, Investment Advisory, Financial Planning

Education
Point Loma Nazarene University
Business Administration and Management, General

Pedro Soriano Pedro Soriano Greater New York City Area Details
Pedro Soriano's KLS Professional Advisors, LLC Experience 2004 - 2006
Job Technical Engineer at News America Marketing News Corp
Industry Information Technology and Services
Experience
News America Marketing - News Corp   October 2008 - Present
Enterprise Solution Providers, Inc   2006 - 2008
KLS Professional Advisors, LLC   2004 - 2006
UBS Investment Bank  2002 - 2004

Skills
Active Directory, Windows Server, SharePoint, Citrix, Windows 7, Virtualization, Project Management, Microsoft SQL Server, Servers, Data Center, SQL, Disaster Recovery, Networking, Technical Support, IT Management, Microsoft Exchange, Hyper-V, Windows Server 2012, Windows Server 2008, Airwatch MDM

Education
Sacred Heart University, Connecticut   1998 — 2000
Computer and Information Sciences and Support Services

Housatonic Community College   2000 — 2005
Associate's degree, Computer Information Systems

Nancy Lebron RFC Nancy Lebron RFC Greater New York City Area Details
Nancy Lebron RFC's KLS Professional Advisors, LLC Experience March 2008 - January 2010
Job CEO at NLB Retirement and Insurance Planning
Industry Financial Services
Experience
NLB Retirement and Insurance Planning   February 2010 - Present
KLS Professional Advisors, LLC   March 2008 - January 2010
BNY Mellon  October 1997 - March 2008

Skills
Medicare, Life Insurance, Health Insurance, Financial Analysis, Sales Management, Sales, Event Planning, Event Management, Event Photography, Corporate Events, Events Coordination, Private Banking, Business Analysis, Business Planning, New Business Development, Budgets, Budget Monitoring, Capital Budgeting, Business Development, Microsoft Excel, Customer Service, Portfolio Management, Fixed Income, Asset Management, Investments, Financial Services, Risk Management, Financial Planning, Marketing, Wealth Management

Education
City University of New York-John Jay College of Criminal Justice
Bachelor's Degree, Criminal Justice

Kaplan University
Certificate, Financial planning

Emeterio (Emmett) Cruet Emeterio (Emmett) Cruet Greater New York City Area Details
Emeterio (Emmett) Cruet's KLS Professional Advisors, LLC Experience August 1996 - October 2000
Job Assistant Vice President at Klingenstein Fields Weath Advisors
Industry Investment Management
Experience
Klingenstein Fields Wealth Advisors   January 2001 - Present
GEO Capital Corp   March 2003 - September 2006
KLS Professional Advisors, LLC   August 1996 - October 2000

Skills
Portfolio Management, Asset Management, Investments, Equities, Financial Analysis, Fixed Income, Customer Relations, Banking, Financial Modeling, Advent APX, Security APL, Revenue Center, Revenue, Bloomberg

Education
New York University   1987 — 1987
Certificate in Filmmaking, Cinematography and Film/Video Production

Loyola University of Chicago
Bachelor of Arts, Communications

Anthony Viola Anthony Viola Greater New York City Area Details
Anthony Viola's KLS Professional Advisors, LLC Experience 2002 - 2006
Job CPA, MBA, MS Tax, Senior Tax Manager
Industry Accounting
Experience
BCRS Associates LLC  August 2006 - Present
Bergen County Community College  2011 - 2012
KLS Professional Advisors, LLC   2002 - 2006
Marks Paneth & Shron LLP  2000 - 2002

Skills
Tax Research, Tax, Accounting, Tax Returns, Corporate Tax, Tax Accounting, Tax Advisory, Income Tax, CPA, International Tax, Tax Preparation, High Net Worth..., Financial Accounting, Financial Analysis, Financial Reporting, QuickBooks

Education
Virginia Polytechnic Institute and State University   1990 — 1991
BS Accounting, Accounting

Seton Hall University   1987 — 1989
MS Tax, Taxation

Rutgers University   1985 — 1986
MBA, Finance

Virginia Polytechnic Institute and State University   1975 — 1979
BS, Accounting

Patrick Saracino Patrick Saracino United States Details
Patrick Saracino's KLS Professional Advisors, LLC Experience July 2012 - April 2013
Job Analyst at Citi
Industry Banking
Experience
Citi  April 2013 - Present
KLS Professional Advisors, LLC   July 2012 - April 2013
Citigroup  May 2011 - August 2011
The Bank of New York Mellon  June 2010 - August 2010

Skills
Bloomberg, Financial Analysis

Education
Villanova University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and International Business

City University London   2010 — 2011
Finance

Drew Jamner Drew Jamner Greater New York City Area Details
Drew Jamner's KLS Professional Advisors, LLC Experience July 2012 - June 2014
Job Credit Analyst at Informa Global Markets
Industry Financial Services
Experience
Informa Global Markets  January 2015 - Present
INTL FCStone Inc.  June 2014 - December 2014
KLS Professional Advisors, LLC   July 2012 - June 2014
Bessemer Trust  January 2012 - January 2012
UBS Wealth Management  July 2011 - August 2011
Morgan Stanley Smith Barney  June 2011 - July 2011

Skills
Microsoft Excel, Equities, Investment Banking, Microsoft Office, Investments, PowerPoint, Portfolio Management, Alternative Investments, Excel, Mutual Funds, Asset Allocation, Investment Management, Securities, Investment Advisory, People Skills

Education
Colby College   2008 — 2012
B.A., Major: International Studies (Concentration: International Economic Policy)

Weston High School   2004 — 2008