Lee, Nolan & Koroghlian, LLC
Lee, Nolan & Koroghlian, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lee, Nolan & Koroghlian, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lee, Nolan & Koroghlian, LLC Employees
Lee, Nolan & Koroghlian, LLC September 2014 - Present
Northwestern Mutual July 2010 - August 2014
Northwestern Mutual Life October 2006 - August 2010
Stanton Co. 1992 - 1994
Professional Information Management 1990 - 1992
Institute for International Research 1989 - 1990
The Richman Group 1988 - 1989
Merrill Lynch 1984 - 1988
Skills
Disability Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Employee Benefits, Group Insurance, Marketing
Education
Trinity University-Washington 1979 — 1983
BA, History, Poli Sci
Lee, Nolan & Koroghlian, LLC July 2014 - Present
Education
The American College 2008 — 2010
CLU®, ChFC®
New York University 2005 — 2006
MS
Columbia University in the City of New York 1998 — 2002
BA
Montclair Kimberley Academy
Montclair Kimberley Academy
eScribers April 2013 - Present
Hughes Hubbard & Reed LLP March 2012 - October 2012
Lee, Nolan & Koroghlian, LLC August 2011 - November 2011
Hofstra Law School February 2010 - August 2010
Comjem Associates June 2007 - June 2008
Yeshiva University June 2006 - December 2006
Skills
Legal Writing, Litigation, Legal Research, Microsoft Office, Analysis, Intellectual Property, Research, Westlaw, Insurance, Leases, Civil Litigation, Microsoft Excel, Commercial Litigation, Lexis, Public Speaking
Education
Hofstra University School of Law 2008 — 2011
J.D
Yeshiva University 2004 — 2008
B.A, Chemistry
Lee, Nolan & Koroghlian, LLC February 2003 - Present
Skills
Non-Qualified Deferred..., Life Insurance, Retirement Savings, Savings, Disability Insurance, Long Term Care Insurance, Business Continuity..., Retirement Plan..., Estate Planning, Financial Services, Employee Benefits, Customer Service, Retirement, Insurance
Education
Siena College 1995 — 1999
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Chaminade High School 1991 — 1995
G Marquis~World Financial Services February 2013 - Present
United Nations January 2013 - Present
Queens College 2007 - Present
Wellesley Center for Women March 2011 - Present
Society Hill at Droyers Pointe March 2012 - Present
Lee, Nolan & Koroghlian, LLC 2010 - December 2012
PowerPlay NYC, Inc. 1999 - 2011
Element Financial Group 2007 - 2010
JP Morgan Chase 2004 - 2007
National Basketball Association 2003 - 2007
Skills
Retirement Planning, Investments, Leadership, Strategy, Strategic Planning, Coaching, Employee Benefits, Estate Planning, Business Development, Management, Financial Services, Portfolio Management, Nonprofits, Relationship Management, Program Management, Marketing, Research, Recruit,..., Business Development &..., Operations Support and..., Budget Management..., Financial report..., Microsoft Office..., Familiar with nonprofit..., Project..., Broadcast Color..., Strong Oral and Written..., Presentations, Communication Skills, Philanthropy, Corporate Governance, Corporate Social..., Social Responsibility, Finance, Broadcast Television, Foundations, Written & Oral..., Series 7, Strategic Financial..., Non-profit Volunteer, Radio Broadcasting, Securities, Corporate Communications, Non-profit..., Insurance, Communication, Great communications..., Non-profit Leadership, Disability Insurance, 401k, Board of Directors
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Securities & Exchange Commission
Certificate, Financial Manager
City University of New York-Queens College
BA, Education, Psychology
Université de Nice-Sophia Antipolis 1976 — 1977
Certificate, French, French Language and Literature
The Benefit Source, LLC July 1987 - Present
Lee, Nolan & Koroghlian, LLC 2009 - 2011
Skills
Insurance
Education
Syracuse University 1974 — 1977
BS, Accounting
Lee, Nolan & Koroghlian, LLC July 2009 - Present
Wm. Chalson & Co., Inc 1970 - 2002
Education
The American College 2011 — 2011
CFBS, Certified Family Business Specialist
Stony Brook University 1966 — 1970
BA, Psychology
Lee, Nolan & Koroghlian, LLC July 2007 - Present
Langdon Ford Financial October 2001 - July 2007
JPMorgan Chase July 1984 - September 2001
Skills
Finance, Retirement, Financial Services, Risk Management, Insurance, Life Insurance, Sales, Management, Marketing, Employee Benefits, Leadership, Fixed Annuities
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA
Rutgers University-New Brunswick 1980 — 1984
BA
Cherry Hill High School East 1976 — 1980
Lee, Nolan & Koroghlian, LLC June 2006 - August 2013
Skills
Direct Marketing, Product Marketing, Email Marketing, Online Marketing, Social Media Marketing, Marketing Communications, Marketing Management, Market Planning, Direct Mail, Advertising, Creative Briefs, Administration, Events Organizing, Microsoft Office, PowerPoint, Outlook, Word, Access, Excel, Adobe Photoshop, Photo Editing, Adobe Acrobat, Illustrator, Windows, XP, Mac, Budgeting, Customer Service, Customer Relations, Event Management, Facebook, Social Media, Time Management, Teamwork, Writing, Inventory Management, Creative Services, Office Management, QuickBooks, Payroll, Financial Reporting, Photoshop, Microsoft Excel, Microsoft Word, Leadership, Management
Education
Montclair State University
BA, Marketing, Business Management
Ravo Financial Strategies, LLC. 2010 - Present
Lee, Nolan & Koroghlian, LLC 2001 - Present
Tribus Financial Group 1997 - 2001
Skills
Investments, Financial Analysis, Life Insurance, Long Term Care Insurance, Health Insurance, Finance, Sales, Asset Management, Estate Planning, Retirement Planning
Education
Fairleigh Dickinson University
Fairleigh Dickinson University
Katharine Gibbs School
Allied Wealth Partners August 2011 - Present
Lee, Nolan & Koroghlian, LLC December 2007 - July 2011
AMH Consulting January 2001 - November 2007
Sophisticated Sweets By Andrea December 1998 - December 2005
MAKOR 1999 - 2001
Credit Suisse 1998 - 1999
UBS 1996 - 1998
Prudential 1994 - 1996
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Securities, Estate Planning, Investments, Strategic Financial..., Insurance, Series 7, Investment Strategies, Small Business, Succession Planning, Financial Planning, Annuities, Series 6, Series 65
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's Degree, Economics and Math
Lee, Nolan & Koroghlian, LLC March 2014 - Present
New York Life Insurance Company October 2013 - March 2014
Washington Hebrew Congregation September 2011 - May 2013
Israel Defense Forces February 2009 - April 2010
Skills
Financial Services, Wealth Preservation..., Investments, Insurance, 401k Rollovers, Protection..., Gifting Strategies, Estate Planning, Annuity Sales, Multi-generational..., Asset Protection, Key Person Protection, Legacies, Multi-generational..., Multi-tasking Skills, Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Licensed Life Insurance..., Life Insurance
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (BA), Criminal Justice, Psychology
Eretz Hatzvi 2007 — 2008
Lexington Asset Management (TN) June 2013 - May 2015
Lee, Nolan & Koroghlian, LLC June 2014 - August 2014
Canoe Brook Country Club May 2012 - August 2012
Prism Painting and Home Repair August 2010 - June 2011
Skills
Goal Oriented, Patience, Integrity, Determination, Diligent, Good Communication..., Social Skills, Marketing Strategy, Calm, Reliable, Highly responsible, Dependable Team Player, Open Minded, Leadership, Communication, Public Speaking, Microsoft Excel, Teamwork, Time Management
Education
Rhodes College 2011 — 2015
Bachelor of Arts (B.A.), Commerce and Business
Universiteit Antwerpen 2013 — 2013
International Business
Lee, Nolan & Koroghlian, LLC February 2005 - Present
Accessory Network 2004 - 2006
Kurt S. Adler, Inc 1998 - 2004
Frederick Goldman, Inc 1994 - 1999
Education
New York University
Certificate, Marketing
University of Delaware
BS, Cons. Economics
Jones Lang LaSalle July 2011 - May 2015
Initiative January 2011 - July 2012
Domestic Goddess May 2008 - July 2011
Lee, Nolan & Koroghlian, LLC April 2010 - January 2011
Soho House June 2003 - May 2004
Cowan Financial Group April 1998 - August 2001
Skills
Organizing, Office Management, Administration, Leadership, Customer Service, Interviews, Team Building, Time Management, Event Planning, Order Management, Budgets, Management, Event Management, Training, CRM, Online Marketing, Sales, Creative Writing, Press Releases, Marketing, Social Media, Fundraising, Social Media Marketing, Public Relations, Marketing Communications, PowerPoint, Microsoft Office, Advertising
Education
Hunter College 2004 — 2005
Associate of Arts and Sciences (AAS), Communications
Borough of Manhattan Community College 2001 — 2003
A.A.S, Corporate Communications
St. Michaels Academy 1991 — 1995
diploma
Ernst & Young January 2015 - Present
Aeropostale May 2014 - January 2015
L. Tucci Financial, LLC January 2013 - September 2014
Lee, Nolan & Koroghlian, LLC November 2012 - February 2014
Financial Principles, LLC April 2013 - September 2013
Orbit360 New York, Inc. May 2012 - September 2012
Skills
Marketing, Social Media, Time Management, Microsoft Office, Microsoft Excel, Farsi, Social Networking, Finance, Direct Marketing, Personal Budgeting, Team Leadership, Project Management, Teamwork, Advertising, Customer Service, Highly personable, Sales
Education
Montclair State University 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Concentration Finance and Marketing, 3.6 Cumulative GPA
The Vitamin Shoppe January 2015 - May 2015
The Vitamin Shoppe June 2014 - May 2015
The Vitamin Shoppe May 2013 - December 2013
Hertz July 2012 - September 2012
Weabler October 2011 - August 2012
Office of Junichi Fujimoto July 2011 - August 2011
Lee, Nolan & Koroghlian, LLC July 2010 - September 2010
Pascack Valley Youth Soccer League September 2006 - 2010
Skills
Entrepreneurship, Public Speaking, Social Media, Fundraising, Social Networking, Facebook, Teamwork, Access, Microsoft Office, Blogging, Customer Service, Market Research, Social Media Marketing, Public Relations, Advertising, Research, Budgets, Non-profits, Marketing Communications, Oracle SQL Developer, WebSphere MQ, Leadership, Microsoft Excel
Education
Binghamton University 2011 — 2015
School of Management: BS-Management, Business Development
Beijing Jiaotong University 2011 — 2011
Certificate of Completion, Center for International Students- Chinese Language and Culture
Pascack Valley High School 2007 — 2011
Lee, Nolan & Koroghlian, LLC June 2015 - Present
CrossFit Momentum October 2013 - June 2015
St. Thomas Aquinas College September 2014 - May 2015
St. Thomas Aquinas College August 2013 - May 2015
World Gym March 2011 - July 2014
St. Oren's Basket August 2012 - June 2013
Galway Titans August 2011 - August 2012
Coach Wootten's Basketball Camp July 2012 - July 2012
Sport Changes Life August 2011 - July 2012
Michael Bree Skills and Drills Basketball Camp February 2012 - February 2012
Skills
Sports, Leadership, Coaching, Teaching, Public Speaking, Event Planning, Basketball, Time Management, Event Management, Higher Education, Fitness, Athletics, Basketball Coaching, Sports Management, Social Networking, Social Media
Education
National University of Ireland, Galway 2011 — 2012
Master's degree, International Management
St. John Fisher College 2005 — 2009
Bachelor's degree, Adolescent Education and American Studies
Dominican College of Blauvelt
Master's degree, Educational/Instructional Technology
Lee, Nolan & Koroghlian, LLC April 2001 - Present
Warren County Community College September 2008 - June 2010
Prudential Investments January 2000 - March 2001
Prudential Financial February 1980 - December 2000
Skills
Underwriting, Finance, Customer Service, Financial Goals, Employee Benefits, Disability Insurance, Health Insurance, Insurance, Team Building, Property & Casualty..., Securities, Leadership, Retirement, Access, Series 63, Public Speaking, Long Term Care Insurance
Education
Heartland Institute
Certified Financial Educator (CFEd)
SUNY at Buffalo 1973 — 1977
Bachelor of Science (B.S.)
Lee, Nolan & Koroghlian, LLC July 1995 - Present
Fieldstone Insurance Group, LLC April 2011 - July 2012
Travelers February 1976 - January 1995
Skills
Employee Benefits, Estate Planning, Retirement Planning, Licensed to Sell..., Charitable Gift Planning, Financial Planning, Special Needs Planning
Education
Dartmouth College 1971 — 1975
A.B., Economics, English
The American College
Lee, Nolan & Koroghlian, LLC July 2009 - Present
HSBC Bank, USA N.A., Entertainment & Media Division February 2007 - April 2009
City Of New York Mayor's Office of Film, Theatre and Broadcasting August 2004 - December 2006
"Third Watch" - Warner Bros. Television & Various Productions 2000 - 2004
Skills
Marketing, Entertainment, Management, Sales, Television, New Business Development, Film Production, Film, Marketing Strategy, Event Management, Budgets, Strategy, Start-ups, Event Planning, Post Production, CRM, Strategic Partnerships, Training, Digital Media, Broadcast, New Media, Social Media, Producing, Theatre, Entrepreneurship, Video Production, Mac, Video, Social Media Marketing, Production Managment
Education
The Pennsylvania State University 1994 — 1998
BA, Film & Video
American Energy Solutions Inc. May 2014 - Present
MHT Lighting, Inc. June 2010 - Present
RW Consulting Group/Retireeworkforce.com August 2006 - June 2012
Concord Advisory Group March 2005 - April 2006
Lee, Nolan & Koroghlian, LLC May 2002 - August 2004
Skills
Strategic Financial..., Talent Management, Recruiting, Wealth Management, Financial Analysis, Financial Modeling, Series 7, Financial Reporting, Strategic Planning, Securities, Management Consulting, Business Strategy, Process Improvement, Analysis, Investments, Finance, Financial Services, Portfolio Management, Insurance, Mutual Funds, Financial Advisory, Management, Customer Service, Strategy, Leadership
Education
Bryant University 1998 — 2002
Business Administration, Finance
Lee, Nolan & Koroghlian, LLC March 2015 - Present
Primary Financial Inc July 2013 - January 2015
Financial Marketing Partners May 2010 - May 2013
Wealth Advisory Group January 2009 - March 2010
SDL Brokerage Inc June 1999 - October 2008
Luxco and Associates January 1993 - July 1997
NCA Inc 1988 - 1992
New Confidence Agency 1980 - 1988
Skills
Disability Insurance, Estate Planning, Fixed Annuities, Long-term Care, Insurance, Retirement Planning, Term Life Insurance, Life Insurance, Universal Life, Retirement, Employee Benefits, Underwriting, Whole Life, Health Insurance, Long Term Care Insurance, Wealth, Critical Illness
Education
City University of New York-Queens College 1973 — 1978
Bachelor's degree, Accounting
Lee, Nolan & Koroghlian, LLC May 2009 - Present
Dean Witter Reynolds Morgan Stanley June 1981 - May 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Outlook, Accounting, Financial Accounting, Access, Account Reconciliation
Education
Baruch College 1976 — 1981
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Capital Financial Solutions, Inc. March 2015 - Present
Lee, Nolan & Koroghlian, LLC July 2014 - March 2015
Skills
Retirement, Financial Services
Education
St. John's University 1975 — 1979
Bachelor's Degree, Accounting and Economics, Cum Laude
The Omni Berkshire Place Hotel December 2014 - Present
The University Club April 2014 - December 2014
Palm National Partners LLC April 2013 - October 2013
Lee, Nolan & Koroghlian, LLC October 2012 - April 2013
Skills
Financial Analysis, Finance, Accounting, Valuation, Corporate Finance, Financial Statement..., Financial Reporting, Investments, Due Diligence, Mandarin, Financial Accounting, Marketing, Supply Chain, Purchasing, Inventory Control, Inventory Analysis
Education
Cornell University 2013 — 2014
Master Certificate in Hospitality Management, Finance & Revenue
NYU Stern School of Business 2008 — 2012
Bachelor of Science (BS), Accounting
Lee, Nolan & Koroghlian, LLC 1993 - Present
H&R Phillips, Inc. 1986 - 1993
The Drimal Brunder Group 1980 - 1986
Skills
Risk Management, Portfolio Management, Management, Microsoft Excel
Education
St. John's University 1965 — 1969
Bachelor’s Degree
Queens College
Business