Lee, Nolan & Koroghlian, LLC

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Lee, Nolan & Koroghlian, LLC Employees

Employee
Years
Job
Industry
Julie Lund Julie Lund Saddle Brook, New Jersey Details
Julie Lund's Lee, Nolan & Koroghlian, LLC Experience September 2014 - Present
Job Assistant Sales Agent at Lee, Nolan & Koroghlian, LLC
Industry Insurance
Experience
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

Matthew Waldman, CLU®, ChFC® Matthew Waldman, CLU®, ChFC® Greater New York City Area Details
Matthew Waldman, CLU®, ChFC®'s Lee, Nolan & Koroghlian, LLC Experience July 2014 - Present
Job
Industry Financial Services
Experience
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

Avi D. Lifschitz, Esq. Avi D. Lifschitz, Esq. Greater Chicago Area Details
Avi D. Lifschitz, Esq.'s Lee, Nolan & Koroghlian, LLC Experience August 2011 - November 2011
Job Assistant Operations Manager – Midwest Region
Industry Legal Services
Experience
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

Frank D. Palmeri, ChFC® Frank D. Palmeri, ChFC® Garden City, New York Details
Frank D. Palmeri, ChFC®'s Lee, Nolan & Koroghlian, LLC Experience February 2003 - Present
Job Vice President at Lee, Nolan & Koroghlian, LLC
Industry Financial Services
Experience
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

Gail A. Marquis, MBA, CLTC, CFM Gail A. Marquis, MBA, CLTC, CFM Greater New York City Area Details
Gail A. Marquis, MBA, CLTC, CFM's Lee, Nolan & Koroghlian, LLC Experience 2010 - December 2012
Job President & CEO of G.Marquis~World Financial Services. *Board service at The United Nations, Foundations, NonProfits
Industry Nonprofit Organization Management
Experience
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

Lee F Windt Lee F Windt Greater New York City Area Details
Lee F Windt's Lee, Nolan & Koroghlian, LLC Experience 2009 - 2011
Job Managing Member, The Benefit Source, LLC
Industry Insurance
Experience
The Benefit Source, LLC   July 1987 - Present
Lee, Nolan & Koroghlian, LLC   2009 - 2011

Skills
Insurance

Education
Syracuse University   1974 — 1977
BS, Accounting

Larry Chalson Larry Chalson Garden City, New York Details
Larry Chalson's Lee, Nolan & Koroghlian, LLC Experience July 2009 - Present
Job VP at Lee, Nolan & Koroghlian, LLC
Industry Financial Services
Experience
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

Melanie Harada Melanie Harada Greater New York City Area Details
Melanie Harada's Lee, Nolan & Koroghlian, LLC Experience July 2007 - Present
Job Agency Director of Investments and Annuities
Industry Financial Services
Experience
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

Christine (Browning) Strowbridge Christine (Browning) Strowbridge Greater New York City Area Details
Christine (Browning) Strowbridge's Lee, Nolan & Koroghlian, LLC Experience June 2006 - August 2013
Job Loyalty Marketing
Industry Marketing and Advertising
Experience
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

JacQueline M. Geary, CFP®, AIF® JacQueline M. Geary, CFP®, AIF® Greater New York City Area Details
JacQueline M. Geary, CFP®, AIF®'s Lee, Nolan & Koroghlian, LLC Experience 2001 - Present
Job Insurance & Investment Strategies
Industry Financial Services
Experience
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

Andrea Hauptman-Perez Andrea Hauptman-Perez Greater New York City Area Details
Andrea Hauptman-Perez's Lee, Nolan & Koroghlian, LLC Experience December 2007 - July 2011
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Jacob Cohen Jacob Cohen Garden City, New York Details
Jacob Cohen's Lee, Nolan & Koroghlian, LLC Experience March 2014 - Present
Job Financial Services Representative at Lee, Nolan & Koroghlian, LLC (MassMutual Financial Group)
Industry Financial Services
Experience
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

Andrew Ehinger Andrew Ehinger Greater New York City Area Details
Andrew Ehinger's Lee, Nolan & Koroghlian, LLC Experience June 2014 - August 2014
Job Recent Graduate Rhodes College
Industry Real Estate
Experience
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

Dan Katzeff, CLTC Dan Katzeff, CLTC Greater New York City Area Details
Dan Katzeff, CLTC's Lee, Nolan & Koroghlian, LLC Experience February 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Chanthini Butler Chanthini Butler New York, New York Details
Chanthini Butler's Lee, Nolan & Koroghlian, LLC Experience April 2010 - January 2011
Job A selfmotivated, extremely organized team player who is able to juggled multiple projects at once.
Industry Real Estate
Experience
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

Joshua Pourat Joshua Pourat Greater New York City Area Details
Joshua Pourat's Lee, Nolan & Koroghlian, LLC Experience November 2012 - February 2014
Job Financial Planner at EY
Industry Financial Services
Experience
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

Daniel Harada Daniel Harada Greater New York City Area Details
Daniel Harada's Lee, Nolan & Koroghlian, LLC Experience July 2010 - September 2010
Job Production Analyst at The Vitamin Shoppe
Industry Management Consulting
Experience
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

Tim Coyne Tim Coyne Greater New York City Area Details
Tim Coyne's Lee, Nolan & Koroghlian, LLC Experience June 2015 - Present
Job Financial Services Professional at Lee, Nolan & Koroghlian, LLC
Industry Financial Services
Experience
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

Sherry Raines Sherry Raines Greater New York City Area Details
Sherry Raines's Lee, Nolan & Koroghlian, LLC Experience April 2001 - Present
Job Vice President, Capital Financial Solutions, Inc.
Industry Financial Services
Experience
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.)

Robert (Bob) Ehinger, ChFC, CLU, CAP® Robert (Bob) Ehinger, ChFC, CLU, CAP® Greater New York City Area Details
Robert (Bob) Ehinger, ChFC, CLU, CAP®'s Lee, Nolan & Koroghlian, LLC Experience July 1995 - Present
Job Managing Director at Lee, Nolan & Koroghlian, LLC specializing in Executive Benefits, Estate Planning, Wealth Management
Industry Financial Services
Experience
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

Elias Scoropanos Elias Scoropanos Greater New York City Area Details
Elias Scoropanos's Lee, Nolan & Koroghlian, LLC Experience July 2009 - Present
Job Vice President at Lee, Nolan & Koroghlian, LLC
Industry Financial Services
Experience
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

Joseph J. Scalice Joseph J. Scalice Greater New York City Area Details
Joseph J. Scalice's Lee, Nolan & Koroghlian, LLC Experience May 2002 - August 2004
Job Inside Sales Director, MHT Lighting Inc.
Industry Renewables & Environment
Experience
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

Steven Engelman Steven Engelman Greater New York City Area Details
Steven Engelman's Lee, Nolan & Koroghlian, LLC Experience March 2015 - Present
Job Brokerage Director Lee, Nolan and Koroghlian LLC
Industry Insurance
Experience
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

Jade Rosenthal Jade Rosenthal Little Falls, New Jersey Details
Jade Rosenthal's Lee, Nolan & Koroghlian, LLC Experience May 2009 - Present
Job General Agent Bookkeeper at Lee, Nolan & Koroghlian, LLC
Industry Financial Services
Experience
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

MATTHEW ALIMENA MATTHEW ALIMENA Greater New York City Area Details
MATTHEW ALIMENA's Lee, Nolan & Koroghlian, LLC Experience July 2014 - March 2015
Job Director of Business Development at Capital FSI
Industry Financial Services
Experience
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

Tiffany Teng Tiffany Teng Greater New York City Area Details
Tiffany Teng's Lee, Nolan & Koroghlian, LLC Experience October 2012 - April 2013
Job Income Auditor at Omni Berkshire Place Hotel
Industry Hospitality
Experience
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

Leonard S. Mirabile ChFC, CLTC Leonard S. Mirabile ChFC, CLTC Garden City, New York Details
Leonard S. Mirabile ChFC, CLTC's Lee, Nolan & Koroghlian, LLC Experience 1993 - Present
Job Financial Planner at Lee, Nolan, Koroghlian, LLC
Industry Financial Services
Experience
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