KLS Professional Advisors, LLC
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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