Lenox Advisors
Industry: Company
DescriptionFounded: 2000 Parent organization: NFP Subsidiary: Lenox Advisors, Inc., Asset Management Arm
Lenox Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lenox Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Lenox Advisors Salaries. You can even request information on how much does Lenox Advisors pay if you want to. Learn about salaries, pros and cons of working for Lenox Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
278 Lenox Advisors employees in database. Find out everything there's to know about Lenox Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lenox Advisors Employees
Employee
Years
Job
Industry
Craig Stearns, CFP ® Craig Stearns, CFP ®'s Lenox Advisors Experience June 2008 - Present
Job Senior Vice President, Lenox Advisors | Wealth Manager | Financial Planner | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors June 2008 - Present
Barnum Financial Group June 2002 - May 2008
AXA Advisors December 2001 - June 2002
One Studio/Clearblue Technologies August 2000 - December 2001
Skills
Wealth Management, Investments, Insurance, Strategic Financial..., Portfolio Management, Risk Management, Estate Planning, Asset Management, Asset Managment, Risk, Financial Planning
Education
College for Financial Planning 2005 — 2005
CFP, Financial Planning
New York University- Masters 1985 — 1988
Masters
New York University 1984 — 1987
BFA, Theatre
Lenox Advisors June 2008 - Present
Barnum Financial Group June 2002 - May 2008
AXA Advisors December 2001 - June 2002
One Studio/Clearblue Technologies August 2000 - December 2001
Skills
Wealth Management, Investments, Insurance, Strategic Financial..., Portfolio Management, Risk Management, Estate Planning, Asset Management, Asset Managment, Risk, Financial Planning
Education
College for Financial Planning 2005 — 2005
CFP, Financial Planning
New York University- Masters 1985 — 1988
Masters
New York University 1984 — 1987
BFA, Theatre
John Scalzo John Scalzo's Lenox Advisors Experience March 2014 - June 2014
Job Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank June 2015 - Present
First Republic Bank June 2014 - May 2015
Lenox Advisors March 2014 - June 2014
Turner Construction Company June 2013 - August 2013
Silverstein Properties, Inc. May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Research, Outlook, Public Speaking
Education
Fordham University 2011 — 2015
Finance
Smithtown High School West
First Republic Bank June 2015 - Present
First Republic Bank June 2014 - May 2015
Lenox Advisors March 2014 - June 2014
Turner Construction Company June 2013 - August 2013
Silverstein Properties, Inc. May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Research, Outlook, Public Speaking
Education
Fordham University 2011 — 2015
Finance
Smithtown High School West
Morgan Anderson Morgan Anderson's Lenox Advisors Experience January 2014 - September 2014
Job Account Manager at CSI Sales Solutions
Industry Supermarkets
Experience
CSI Sales Solutions February 2015 - Present
Lenox Advisors January 2014 - September 2014
Skills
Competitive Marketing..., Marketing, Social Media Marketing, Grocery, Brand Management, Food, Retail
Education
Birmingham-Southern College 2006 — 2010
Bachelor of Science (BS), Business Administration
La Canada High School 2002 — 2006
CSI Sales Solutions February 2015 - Present
Lenox Advisors January 2014 - September 2014
Skills
Competitive Marketing..., Marketing, Social Media Marketing, Grocery, Brand Management, Food, Retail
Education
Birmingham-Southern College 2006 — 2010
Bachelor of Science (BS), Business Administration
La Canada High School 2002 — 2006
Arielle Koganski Arielle Koganski's Lenox Advisors Experience June 2015 - Present
Job Student at Bentley University
Industry Financial Services
Experience
Lenox Advisors June 2015 - Present
Windsor Financial Group May 2014 - August 2014
Breezy Point Day Camp June 2009 - August 2013
Newtown Internal Medicine September 2008 - August 2012
Newtown Athletic Club September 2011 - March 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Nonprofits, Bloomberg, Teamwork, Life Insurance, Disability Income..., Outlook, Research, Customer Service, Microsoft Office, Public Speaking, Social Media, Time Management
Education
Bentley University 2012 — 2016
Bachelor's Degree, Economics-Finance, Junior
NYU Stern School of Business 2011 — 2011
Lenox Advisors June 2015 - Present
Windsor Financial Group May 2014 - August 2014
Breezy Point Day Camp June 2009 - August 2013
Newtown Internal Medicine September 2008 - August 2012
Newtown Athletic Club September 2011 - March 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Nonprofits, Bloomberg, Teamwork, Life Insurance, Disability Income..., Outlook, Research, Customer Service, Microsoft Office, Public Speaking, Social Media, Time Management
Education
Bentley University 2012 — 2016
Bachelor's Degree, Economics-Finance, Junior
NYU Stern School of Business 2011 — 2011
Dahlia Welsh Dahlia Welsh's Lenox Advisors Experience April 2013 - July 2013
Job Senior Executive Assistant at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company March 2014 - April 2015
Lenox Advisors April 2013 - July 2013
Visiting Nurse Service of New York July 2009 - April 2013
RPM Productions January 2009 - March 2009
American Golf Corporation July 2004 - September 2008
Skills
Typing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, Outlook, JDF, Outlooksoft, Internal Communications, Research, Customer Service, Mac OS X, Computers, Blackberry, iPhone, Access, Forecasting
Education
Ithaca College
Bachelor of Science (BS), Corporate Communications
Brooklyn Technical High School
Liberal Arts, Computer Science
McKinsey & Company March 2014 - April 2015
Lenox Advisors April 2013 - July 2013
Visiting Nurse Service of New York July 2009 - April 2013
RPM Productions January 2009 - March 2009
American Golf Corporation July 2004 - September 2008
Skills
Typing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, Outlook, JDF, Outlooksoft, Internal Communications, Research, Customer Service, Mac OS X, Computers, Blackberry, iPhone, Access, Forecasting
Education
Ithaca College
Bachelor of Science (BS), Corporate Communications
Brooklyn Technical High School
Liberal Arts, Computer Science
Colin Nass, CFP®'s Lenox Advisors Experience June 2014 - Present
Job Certified Financial Planner at Lenox Advisors
Industry Investment Management
Experience
Lenox Advisors June 2014 - Present
Deutsche Bank July 2012 - June 2014
Bank of America Merrill Lynch 1996 - December 2011
Skills
Certified Financial..., CFP, Personal Financial..., Equities, Portfolio Management, Estate Planning, Retirement Planning, Asset Management, Financial Markets, Hedge Funds, Series 7, Relationship Management, Prime Brokerage, Fixed Income, Financial Services, Capital Markets, Banking, Wealth Management..., Asset Managment, Derivatives, Alternative Investments, NASD series 3, 7, 8 &..., Management, CRM, Middle Office, Trading, Investments, Securities, Corporate Actions, Mutual Funds, Strategic Partnerships, Risk Management, FX Options, Trading Systems, Securities Lending, Emerging Markets, Bonds, Investment Banking, Bloomberg, Electronic Trading
Education
Baylor University - Hankamer School of Business
Master of International Management, International Business
University of Rochester
BS, Optics
Lenox Advisors June 2014 - Present
Deutsche Bank July 2012 - June 2014
Bank of America Merrill Lynch 1996 - December 2011
Skills
Certified Financial..., CFP, Personal Financial..., Equities, Portfolio Management, Estate Planning, Retirement Planning, Asset Management, Financial Markets, Hedge Funds, Series 7, Relationship Management, Prime Brokerage, Fixed Income, Financial Services, Capital Markets, Banking, Wealth Management..., Asset Managment, Derivatives, Alternative Investments, NASD series 3, 7, 8 &..., Management, CRM, Middle Office, Trading, Investments, Securities, Corporate Actions, Mutual Funds, Strategic Partnerships, Risk Management, FX Options, Trading Systems, Securities Lending, Emerging Markets, Bonds, Investment Banking, Bloomberg, Electronic Trading
Education
Baylor University - Hankamer School of Business
Master of International Management, International Business
University of Rochester
BS, Optics
Magdalena Vaval's Lenox Advisors Experience April 2008 - May 2009
Job Assistant
Industry Broadcast Media
Experience
Morgan Stanley March 2014 - April 2014
NBCUniversal, Inc. January 2011 - May 2013
New York Presbyterian Hospital May 2010 - January 2011
Lenox Advisors April 2008 - May 2009
BGC Partners May 2005 - March 2007
Skills
Microsoft Office, Turret Phones, Editing, Social Media, Event Planning, Research, Facebook, Customer Service, Social Networking, Creative Writing, Public Relations, Social Media Marketing, Press Releases, Event Management, Journalism, Blogging, PowerPoint, Team Building, Microsoft Word
Education
Baruch College 1996 — 2000
Bachelor of Arts (B.A.), Journalism
Morgan Stanley March 2014 - April 2014
NBCUniversal, Inc. January 2011 - May 2013
New York Presbyterian Hospital May 2010 - January 2011
Lenox Advisors April 2008 - May 2009
BGC Partners May 2005 - March 2007
Skills
Microsoft Office, Turret Phones, Editing, Social Media, Event Planning, Research, Facebook, Customer Service, Social Networking, Creative Writing, Public Relations, Social Media Marketing, Press Releases, Event Management, Journalism, Blogging, PowerPoint, Team Building, Microsoft Word
Education
Baruch College 1996 — 2000
Bachelor of Arts (B.A.), Journalism
Steven Marasco's Lenox Advisors Experience July 2014 - Present
Job Client Service Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors July 2014 - Present
The Game's Best April 2004 - July 2012
Skills
Retirement Planning, Asset Management, Risk Management, Estate Planning, Financial Advisory, Finance
Education
Fordham University 2011 — 2014
College of the Holy Cross 2008 — 2010
Iona Prep
Lenox Advisors July 2014 - Present
The Game's Best April 2004 - July 2012
Skills
Retirement Planning, Asset Management, Risk Management, Estate Planning, Financial Advisory, Finance
Education
Fordham University 2011 — 2014
College of the Holy Cross 2008 — 2010
Iona Prep
Cassie Rolnick's Lenox Advisors Experience May 2012 - August 2012
Job Incoming Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - August 2014
St. James’s Place Wealth Management January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
American Eagle Outfitters July 2009 - July 2013
Lenox Advisors May 2012 - August 2012
Skills
Conversational in..., Babysitting, Fantasy Football, CRM, Sales, Cashiering, Finance, Cash Register, Retail Sales, Cash Handling Experience, Swimming, Non-profit Volunteer, Store Management, Visual Merchandising, Friendly Personality, Store Operations, Volunteering, Loss Prevention, Microsoft Office, Microsoft Excel, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance and International Business
Morgan Stanley June 2014 - August 2014
St. James’s Place Wealth Management January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
American Eagle Outfitters July 2009 - July 2013
Lenox Advisors May 2012 - August 2012
Skills
Conversational in..., Babysitting, Fantasy Football, CRM, Sales, Cashiering, Finance, Cash Register, Retail Sales, Cash Handling Experience, Swimming, Non-profit Volunteer, Store Management, Visual Merchandising, Friendly Personality, Store Operations, Volunteering, Loss Prevention, Microsoft Office, Microsoft Excel, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance and International Business
Chris Bor, CLU®, ChFC® CFP® Chris Bor, CLU®, ChFC® CFP®'s Lenox Advisors Experience January 2012 - June 2013
Job Regional Vice President West Kansas City Life Insurance Company
Industry Financial Services
Experience
Kansas City Life Insurance Company June 2013 - Present
Lenox Advisors January 2012 - June 2013
John Hancock Financial Network December 2007 - January 2012
New York Life Insurance Company 2004 - 2007
Skills
Long Term Care, Financial Advisory, Investment Products, Insurance, Annuities, Long-term Care, Fixed Annuities, Retirement Planning, Investments, Estate Planning, Wealth Management, Mutual Funds, Asset Management, 401k, Disability Insurance, Retirement, Life Insurance, Term Life Insurance
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
California State University-Chico 1987 — 1992
B.S., Finance
La Canada High School 1983 — 1987
Kansas City Life Insurance Company June 2013 - Present
Lenox Advisors January 2012 - June 2013
John Hancock Financial Network December 2007 - January 2012
New York Life Insurance Company 2004 - 2007
Skills
Long Term Care, Financial Advisory, Investment Products, Insurance, Annuities, Long-term Care, Fixed Annuities, Retirement Planning, Investments, Estate Planning, Wealth Management, Mutual Funds, Asset Management, 401k, Disability Insurance, Retirement, Life Insurance, Term Life Insurance
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
California State University-Chico 1987 — 1992
B.S., Finance
La Canada High School 1983 — 1987
Jaime Hapuarachchi Jaime Hapuarachchi's Lenox Advisors Experience July 2013 - December 2014
Job Client Service Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors July 2013 - December 2014
Paul S.Forster Esq. January 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Communication, Client Development, Marketing Strategy, Marketing Communications, Asset Management, Financial Analysis, Insurance, Risk Management, Disability Insurance, Finance, Life Insurance, Microsoft Office, Employee Benefits, Investments, Financial Planning
Education
City University of New York-College of Staten Island 2010 — 2015
Bachelor of Science (B.S.), Business, Finance
Michael J. Petrides High School 2007 — 2010
Regents Diploma
Lenox Advisors July 2013 - December 2014
Paul S.Forster Esq. January 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Communication, Client Development, Marketing Strategy, Marketing Communications, Asset Management, Financial Analysis, Insurance, Risk Management, Disability Insurance, Finance, Life Insurance, Microsoft Office, Employee Benefits, Investments, Financial Planning
Education
City University of New York-College of Staten Island 2010 — 2015
Bachelor of Science (B.S.), Business, Finance
Michael J. Petrides High School 2007 — 2010
Regents Diploma
Joshua Esses's Lenox Advisors Experience June 2009 - August 2009
Job Student at Harvard Law School
Industry Law Practice
Experience
Proskauer Rose LLP May 2015 - July 2015
GFG Alternative Investments June 2014 - August 2014
State of Connecticut January 2013 - June 2013
Institute for Humane Studies September 2012 - December 2012
General Electric Capital Real Estate May 2011 - August 2011
Swiss Re June 2010 - August 2010
Lenox Advisors June 2009 - August 2009
UBS June 2008 - August 2008
Skills
ArcGIS, Microsoft Excel, Public Speaking, Research, Social Media, PowerPoint, Leadership, Policy Analysis
Education
Harvard Law School 2013 — 2016
Juris Doctor (J.D.)
University of Illinois 2009 — 2012
Bachelor of Science, Finance, Highest Honors
Proskauer Rose LLP May 2015 - July 2015
GFG Alternative Investments June 2014 - August 2014
State of Connecticut January 2013 - June 2013
Institute for Humane Studies September 2012 - December 2012
General Electric Capital Real Estate May 2011 - August 2011
Swiss Re June 2010 - August 2010
Lenox Advisors June 2009 - August 2009
UBS June 2008 - August 2008
Skills
ArcGIS, Microsoft Excel, Public Speaking, Research, Social Media, PowerPoint, Leadership, Policy Analysis
Education
Harvard Law School 2013 — 2016
Juris Doctor (J.D.)
University of Illinois 2009 — 2012
Bachelor of Science, Finance, Highest Honors
Colleen Hawley's Lenox Advisors Experience July 2011 - May 2014
Job Benefits Analyst at National Financial Partners
Industry Accounting
Experience
Cook Maran & Associates March 2015 - Present
NFP Corporate Services (Formerly Lenox Advisors) May 2014 - March 2015
Lenox Advisors July 2011 - May 2014
Marcum LLP September 2010 - July 2011
Zara September 2008 - August 2010
Skills
Employee Benefits, Insurance, HRIS, Microsoft Office, PowerPoint, Benefits Administration, Outlook, Event Planning, Customer Service, Human Resources, Employee Relations, Access
Education
Adelphi University 2007 — 2011
BBA, Business Management
Cook Maran & Associates March 2015 - Present
NFP Corporate Services (Formerly Lenox Advisors) May 2014 - March 2015
Lenox Advisors July 2011 - May 2014
Marcum LLP September 2010 - July 2011
Zara September 2008 - August 2010
Skills
Employee Benefits, Insurance, HRIS, Microsoft Office, PowerPoint, Benefits Administration, Outlook, Event Planning, Customer Service, Human Resources, Employee Relations, Access
Education
Adelphi University 2007 — 2011
BBA, Business Management
Jane Schroeder , CLTC Jane Schroeder , CLTC's Lenox Advisors Experience January 2011 - Present
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2011 - Present
Lenox Advisors 2014 - 2015
Lenox Advisors 2014 - 2015
Lenox Advisors 2014 - 2015
Hebert Financial and Insurance Services, Inc. 1992 - 2010
Manulife Financial 1986 - 1992
Education
Loyola Marymount University 1982 — 1986
B.A.
Flintridge Sacred Heart Academy 1978 — 1982
Lenox Advisors January 2011 - Present
Lenox Advisors 2014 - 2015
Lenox Advisors 2014 - 2015
Lenox Advisors 2014 - 2015
Hebert Financial and Insurance Services, Inc. 1992 - 2010
Manulife Financial 1986 - 1992
Education
Loyola Marymount University 1982 — 1986
B.A.
Flintridge Sacred Heart Academy 1978 — 1982
Alicia Erlich Alicia Erlich's Lenox Advisors Experience November 2012 - August 2013
Job Risk Management Analyst
Industry Financial Services
Experience
21st Century Fox August 2013 - Present
CrackBerry.com September 2010 - Present
Lenox Advisors November 2012 - August 2013
Arthur J. Gallagher Risk Management Services, Inc. October 2006 - November 2012
Freedom Security Systems, Inc. April 2001 - July 2006
G. Paul Communications May 1999 - October 2000
Peerless Electronics July 1998 - April 1999
Skills
QuickBooks, Spreadsheets, Microsoft Excel, Lotus Notes, Microsoft Word, Photoshop, PowerPoint, Outlook, Notary Public, Travel Arrangements, Microsoft Office, Office Management, Blogging, Smartphones, Blackberry, Social Media, Management, Training, Administrative..., Insurance, Human Resources, Data Entry, Access, Employee Benefits, System Administration, Customer Service, Sales, Visio, Marketing, Event Management, Risk Management, Accounts Payable, Program Management, Onboarding, Time Management, Editing, Windows, Event Planning, Social Networking, Invoicing, Facebook, Leadership, Accounting, Social Media Marketing
Education
Hofstra University 2008 — 2009
Paralegal Certificate, Paralegal
Adelphi University 1999 — 2000
Bachelor of Arts Degree, Social Science
Boston University 1996 — 1998
--, Journalism
21st Century Fox August 2013 - Present
CrackBerry.com September 2010 - Present
Lenox Advisors November 2012 - August 2013
Arthur J. Gallagher Risk Management Services, Inc. October 2006 - November 2012
Freedom Security Systems, Inc. April 2001 - July 2006
G. Paul Communications May 1999 - October 2000
Peerless Electronics July 1998 - April 1999
Skills
QuickBooks, Spreadsheets, Microsoft Excel, Lotus Notes, Microsoft Word, Photoshop, PowerPoint, Outlook, Notary Public, Travel Arrangements, Microsoft Office, Office Management, Blogging, Smartphones, Blackberry, Social Media, Management, Training, Administrative..., Insurance, Human Resources, Data Entry, Access, Employee Benefits, System Administration, Customer Service, Sales, Visio, Marketing, Event Management, Risk Management, Accounts Payable, Program Management, Onboarding, Time Management, Editing, Windows, Event Planning, Social Networking, Invoicing, Facebook, Leadership, Accounting, Social Media Marketing
Education
Hofstra University 2008 — 2009
Paralegal Certificate, Paralegal
Adelphi University 1999 — 2000
Bachelor of Arts Degree, Social Science
Boston University 1996 — 1998
--, Journalism
Zach Youngblood, ChFC®, CLU®'s Lenox Advisors Experience April 2006 - December 2010
Job Insurance & Financial Advisor at COUNTRY Financial ®
Industry Financial Services
Experience
COUNTRY ® Financial July 2011 - Present
Water Tower Financial Partners, LLC January 2011 - July 2011
Lenox Advisors April 2006 - December 2010
COUNTRY Financial February 2002 - April 2006
Skills
Retirement Planning, Disability Insurance, Long Term Care Insurance, Life Insurance, Fixed Annuities, Buy-sell Agreements, Employee Benefits, Whole Life, Property & Casualty..., Retirement Income..., Succession Planning, Key-Person Planning, 401k Rollovers, Financial Services, Variable Annuities, Health Insurance, Qualified Retirement..., IRAs, Mutual Funds, Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Securities, Term Life Insurance, Insurance, Series 6, Portfolio Management, 401k, Series 63, Small Business, Long-term Care, Home Insurance, Auto Insurance, Business Insurance, Workers Compensation, Non-Qualified Deferred..., College Savings Plans, Strategic Financial..., Universal Life, Life & Health Insurance..., Asset Allocation, Finance, Retirement Savings, Investment Strategies, Key Person Insurance, Commercial Insurance, Affordable Care Act, Underwriting
Education
University of Illinois at Urbana-Champaign 1998 — 2001
B.S., Psychology
DePauw University 1997 — 1998
Effingham High School Class of 1997 1993 — 1997
COUNTRY ® Financial July 2011 - Present
Water Tower Financial Partners, LLC January 2011 - July 2011
Lenox Advisors April 2006 - December 2010
COUNTRY Financial February 2002 - April 2006
Skills
Retirement Planning, Disability Insurance, Long Term Care Insurance, Life Insurance, Fixed Annuities, Buy-sell Agreements, Employee Benefits, Whole Life, Property & Casualty..., Retirement Income..., Succession Planning, Key-Person Planning, 401k Rollovers, Financial Services, Variable Annuities, Health Insurance, Qualified Retirement..., IRAs, Mutual Funds, Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Securities, Term Life Insurance, Insurance, Series 6, Portfolio Management, 401k, Series 63, Small Business, Long-term Care, Home Insurance, Auto Insurance, Business Insurance, Workers Compensation, Non-Qualified Deferred..., College Savings Plans, Strategic Financial..., Universal Life, Life & Health Insurance..., Asset Allocation, Finance, Retirement Savings, Investment Strategies, Key Person Insurance, Commercial Insurance, Affordable Care Act, Underwriting
Education
University of Illinois at Urbana-Champaign 1998 — 2001
B.S., Psychology
DePauw University 1997 — 1998
Effingham High School Class of 1997 1993 — 1997
Bogdan Vilicich Bogdan Vilicich's Lenox Advisors Experience June 2013 - Present
Job Asset Management Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2013 - Present
Peppercomm January 2013 - June 2013
Footbridge Partners, LLC August 2012 - June 2013
European Parliament May 2012 - August 2012
Regional Office of Slavonija & Baranja, Croatia May 2012 - August 2012
Skills
Business Strategy, Analytics, Wealth Management, Mutual Funds, Institutional..., Private Investment, Asset Management, Portfolio Management, Private Equity, Bloomberg Terminal, Financial Modeling
Education
Loyola High School, Los Angeles, CA 2005 — 2009
Fordham University 2009 — 2013
Political Science, International Political Economy
Lenox Advisors June 2013 - Present
Peppercomm January 2013 - June 2013
Footbridge Partners, LLC August 2012 - June 2013
European Parliament May 2012 - August 2012
Regional Office of Slavonija & Baranja, Croatia May 2012 - August 2012
Skills
Business Strategy, Analytics, Wealth Management, Mutual Funds, Institutional..., Private Investment, Asset Management, Portfolio Management, Private Equity, Bloomberg Terminal, Financial Modeling
Education
Loyola High School, Los Angeles, CA 2005 — 2009
Fordham University 2009 — 2013
Political Science, International Political Economy
Fernando Bloin's Lenox Advisors Experience April 2011 - January 2013
Job Senior Financial Planner at Ernst & Young
Industry Financial Services
Experience
Ernst & Young March 2013 - Present
Lenox Advisors April 2011 - January 2013
PRIMERICA (Tansey & Associates, LLC) December 2004 - April 2011
Skills
Customer Service, Insurance, Financial Services, Fixed Annuities, Administration, Microsoft Excel, Microsoft Office, PowerPoint, Strategic Financial..., Spanish, Retirement Planning, Life Insurance, Series 65, Management, Leadership, Accounting, Financial Planning, Investments, Finance, Portfolio Management
Education
Kean University 2004 — 2009
Bachelor of Science
Perth Amboy High School 2002 — 2004
Ernst & Young March 2013 - Present
Lenox Advisors April 2011 - January 2013
PRIMERICA (Tansey & Associates, LLC) December 2004 - April 2011
Skills
Customer Service, Insurance, Financial Services, Fixed Annuities, Administration, Microsoft Excel, Microsoft Office, PowerPoint, Strategic Financial..., Spanish, Retirement Planning, Life Insurance, Series 65, Management, Leadership, Accounting, Financial Planning, Investments, Finance, Portfolio Management
Education
Kean University 2004 — 2009
Bachelor of Science
Perth Amboy High School 2002 — 2004
Paul D. Ferrante's Lenox Advisors Experience February 2013 - Present
Job Managing Director at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2013 - Present
Lenox Advisors January 2011 - Present
Northwestern Mutual December 2000 - January 2011
Skills
Investments, Wealth Management, Retirement Planning, Estate Planning, Asset Allocation, Risk Management, Hedge Funds, Alternative Investments, Series 63, Fixed Income, Portfolio Management, Mutual Funds, Financial Modeling, Investment Advisory, Asset Managment
Education
Iona Prep 2003 — 2007
Iona College
BA, Economics and Speech
Lenox Advisors February 2013 - Present
Lenox Advisors January 2011 - Present
Northwestern Mutual December 2000 - January 2011
Skills
Investments, Wealth Management, Retirement Planning, Estate Planning, Asset Allocation, Risk Management, Hedge Funds, Alternative Investments, Series 63, Fixed Income, Portfolio Management, Mutual Funds, Financial Modeling, Investment Advisory, Asset Managment
Education
Iona Prep 2003 — 2007
Iona College
BA, Economics and Speech
Michael Ruzhansky, CFP®'s Lenox Advisors Experience January 2015 - Present
Job Experienced Financial Counselor, Author, and Speaker
Industry Financial Services
Experience
Lenox Advisors January 2015 - Present
PNC May 2011 - August 2014
Morgan Stanley Smith Barney January 2010 - May 2011
Morgan Stanley Smith Barney August 2006 - May 2011
Deloitte July 2001 - July 2006
KPMG 2005 - 2006
PwC January 2000 - July 2001
The Ayco Company, L.P., a Goldman Sachs Company October 1997 - January 2000
Skills
Retirement Planning, Financial Planning, Investments, Financial Services, Estate Planning, Wealth Management, Financial Advisory, Wealth Management..., Portfolio Management, High Net Worth..., Finance, Wealth, Strategic Financial..., Series 7, Mutual Funds, Equities, Asset Management, Income Tax, Asset Allocation, Investment Advisory, Retirement, Series 63, Asset Managment, Alternative Investments, Investment Strategies, Trust Services, Financial Planners
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
Master, Taxation
Rochester Institute of Technology - Saunders College of Business 1992 — 1995
Bachelor's Degree, Finance
Northwestern California University School of Law
Doctor of Law (J.D.), Tax Law/Taxation of Trusts & Estates
Lenox Advisors January 2015 - Present
PNC May 2011 - August 2014
Morgan Stanley Smith Barney January 2010 - May 2011
Morgan Stanley Smith Barney August 2006 - May 2011
Deloitte July 2001 - July 2006
KPMG 2005 - 2006
PwC January 2000 - July 2001
The Ayco Company, L.P., a Goldman Sachs Company October 1997 - January 2000
Skills
Retirement Planning, Financial Planning, Investments, Financial Services, Estate Planning, Wealth Management, Financial Advisory, Wealth Management..., Portfolio Management, High Net Worth..., Finance, Wealth, Strategic Financial..., Series 7, Mutual Funds, Equities, Asset Management, Income Tax, Asset Allocation, Investment Advisory, Retirement, Series 63, Asset Managment, Alternative Investments, Investment Strategies, Trust Services, Financial Planners
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
Master, Taxation
Rochester Institute of Technology - Saunders College of Business 1992 — 1995
Bachelor's Degree, Finance
Northwestern California University School of Law
Doctor of Law (J.D.), Tax Law/Taxation of Trusts & Estates
Zachary R Stein Zachary R Stein's Lenox Advisors Experience May 2012 - August 2012
Job Business Advisor Program Financial Analyst at EY
Industry Financial Services
Experience
EY September 2013 - Present
Lenox Advisors May 2012 - August 2012
Camp Baco June 2007 - August 2011
Department of Romance Languages, Binghamton University January 2011 - May 2011
Wendy's Walk For Kids February 2011 - April 2011
Private Tutoring January 2007 - April 2011
Skills
Spanish, PowerPoint, Excel, Strategic Planning, Business Analysis, SAS programming, Microsoft Excel, Facebook, Investments
Education
Binghamton University - School of Management 2009 — 2013
Bachelor of Science, Cum Laude, Major: Finance; Minor: Spanish and Global Studies
EY September 2013 - Present
Lenox Advisors May 2012 - August 2012
Camp Baco June 2007 - August 2011
Department of Romance Languages, Binghamton University January 2011 - May 2011
Wendy's Walk For Kids February 2011 - April 2011
Private Tutoring January 2007 - April 2011
Skills
Spanish, PowerPoint, Excel, Strategic Planning, Business Analysis, SAS programming, Microsoft Excel, Facebook, Investments
Education
Binghamton University - School of Management 2009 — 2013
Bachelor of Science, Cum Laude, Major: Finance; Minor: Spanish and Global Studies
Brendan Burke's Lenox Advisors Experience May 2013 - January 2014
Job Intern at UN Development Programme
Industry International Trade and Development
Experience
UNDP June 2014 - August 2014
Lenox Advisors May 2013 - January 2014
Royal Note Capital Management February 2012 - May 2013
Relationship Science July 2012 - February 2013
Skills
Research, Microsoft Office, Microsoft Excel, Public Speaking, Teamwork, Statistical Data..., Social Justice, Economic Development, R, International Economics, International Relations, Writing, Financial Analysis, Investments
Education
Fordham University 2011 — 2015
Bachelor's Degree, International Political Economy
Danish Institute for Study Abroad 2014 — 2014
Global Economics
Austin Preparatory School 2007 — 2011
UNDP June 2014 - August 2014
Lenox Advisors May 2013 - January 2014
Royal Note Capital Management February 2012 - May 2013
Relationship Science July 2012 - February 2013
Skills
Research, Microsoft Office, Microsoft Excel, Public Speaking, Teamwork, Statistical Data..., Social Justice, Economic Development, R, International Economics, International Relations, Writing, Financial Analysis, Investments
Education
Fordham University 2011 — 2015
Bachelor's Degree, International Political Economy
Danish Institute for Study Abroad 2014 — 2014
Global Economics
Austin Preparatory School 2007 — 2011
Kyle Healy's Lenox Advisors Experience June 2008 - May 2014
Job Vice President, Corporate Development at NFP
Industry Insurance
Experience
NFP February 2015 - Present
NFP Corporate Services (NY) May 2014 - January 2015
Lenox Advisors June 2008 - May 2014
Healy Insurance Solutions, LLC August 2006 - June 2008
United States Golf Association February 2006 - July 2006
Skills
Healthcare, Employee Benefits, Insurance, Strategic Planning, Customer Relations, Disability Insurance, Health Insurance, Strategic Partnerships, New Business Development, Account Management, Public Relations, Customer Service, Event Planning, Finance, Analysis, Recruiting, Investments, Strategy
Education
Ithaca College 2001 — 2005
BS, Sports Information and Communications
Pope John XXIII HS 1997 — 2001
NFP February 2015 - Present
NFP Corporate Services (NY) May 2014 - January 2015
Lenox Advisors June 2008 - May 2014
Healy Insurance Solutions, LLC August 2006 - June 2008
United States Golf Association February 2006 - July 2006
Skills
Healthcare, Employee Benefits, Insurance, Strategic Planning, Customer Relations, Disability Insurance, Health Insurance, Strategic Partnerships, New Business Development, Account Management, Public Relations, Customer Service, Event Planning, Finance, Analysis, Recruiting, Investments, Strategy
Education
Ithaca College 2001 — 2005
BS, Sports Information and Communications
Pope John XXIII HS 1997 — 2001
Robert M. Maletta Robert M. Maletta's Lenox Advisors Experience June 2015 - Present
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2015 - Present
Northwestern Mutual May 2011 - January 2015
New York Life Insurance Company 2010 - 2011
Cloud 360 Productions 2003 - 2009
Manhattan District Attorney's Office August 2006 - December 2007
Skills
Leadership, Sales, Social Media, Investments, Marketing, Financial Analysis, Financial Services, Securities, Customer Service, Microsoft Office
Education
Brooklyn College
Film Production, Politcal Science
University of Vermont
English, Political Science
Archbishop Molloy High School 1994 — 1998
Our Lady of Mercy
Lenox Advisors June 2015 - Present
Northwestern Mutual May 2011 - January 2015
New York Life Insurance Company 2010 - 2011
Cloud 360 Productions 2003 - 2009
Manhattan District Attorney's Office August 2006 - December 2007
Skills
Leadership, Sales, Social Media, Investments, Marketing, Financial Analysis, Financial Services, Securities, Customer Service, Microsoft Office
Education
Brooklyn College
Film Production, Politcal Science
University of Vermont
English, Political Science
Archbishop Molloy High School 1994 — 1998
Our Lady of Mercy
Douglas Bottaro Douglas Bottaro's Lenox Advisors Experience September 2011 - January 2013
Job Regional Consultant at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners November 2013 - Present
Barnum Financial Group August 2013 - November 2013
Lenox Advisors September 2011 - January 2013
Maffe Financial Group September 2009 - September 2011
The Hartford March 2008 - July 2009
Lincoln Financial Distributors January 2007 - February 2008
Skills
Investments, Insurance, Strategic Financial..., Account Management, Mutual Funds, Retirement Planning, Risk Management, Strategic Planning, Series 7, Long-term Care, Equities, Estate Planning, Investment Advisory, Employee Benefits, Securities, Life Insurance, Fixed Annuities, Financial Planning, Sales Management, Capital Markets
Education
Central Connecticut State University 2002 — 2006
Bachlor of Science, Marketing and Finance
Virtus Investment Partners November 2013 - Present
Barnum Financial Group August 2013 - November 2013
Lenox Advisors September 2011 - January 2013
Maffe Financial Group September 2009 - September 2011
The Hartford March 2008 - July 2009
Lincoln Financial Distributors January 2007 - February 2008
Skills
Investments, Insurance, Strategic Financial..., Account Management, Mutual Funds, Retirement Planning, Risk Management, Strategic Planning, Series 7, Long-term Care, Equities, Estate Planning, Investment Advisory, Employee Benefits, Securities, Life Insurance, Fixed Annuities, Financial Planning, Sales Management, Capital Markets
Education
Central Connecticut State University 2002 — 2006
Bachlor of Science, Marketing and Finance
Janet Fleishman, CLTC Janet Fleishman, CLTC's Lenox Advisors Experience 2012 - Present
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors 2012 - Present
Fifth Avenue Financial 2009 - 2012
Cowan Financial Group 1997 - 2009
Education
Georgetown University
Mount Vernon HIgh School
Lenox Advisors 2012 - Present
Fifth Avenue Financial 2009 - 2012
Cowan Financial Group 1997 - 2009
Education
Georgetown University
Mount Vernon HIgh School
Patrick Scouler Patrick Scouler's Lenox Advisors Experience April 2013 - Present
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors April 2013 - Present
Northwestern Mutual October 2009 - April 2013
Education
Fordham University 2002 — 2005
B.A, History
Hotchkiss
Lenox Advisors April 2013 - Present
Northwestern Mutual October 2009 - April 2013
Education
Fordham University 2002 — 2005
B.A, History
Hotchkiss
William McDermott, LLIF William McDermott, LLIF's Lenox Advisors Experience December 2010 - April 2014
Job Executive Vice President at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group April 2014 - Present
Lenox Advisors December 2010 - April 2014
NAIFA 2009 - 2011
Rabjohns Financial Group/New England Financial November 2008 - December 2010
MassMutual Financial Group 2000 - 2002
AIA & Manulife 1985 - 2000
Skills
Retirement Planning, Insurance, Wealth Management, Risk Management, 401k, Investments, Fixed Annuities, Asset Management, Long Term Care Insurance, Mutual Funds, Financial Services, Small Business, Retirement
Education
Babson College 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
University of Pennsylvania - The Wharton School 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
Midland University
Bachelor’s Degree, Behavioral Sciences
Hoopis Financial Group April 2014 - Present
Lenox Advisors December 2010 - April 2014
NAIFA 2009 - 2011
Rabjohns Financial Group/New England Financial November 2008 - December 2010
MassMutual Financial Group 2000 - 2002
AIA & Manulife 1985 - 2000
Skills
Retirement Planning, Insurance, Wealth Management, Risk Management, 401k, Investments, Fixed Annuities, Asset Management, Long Term Care Insurance, Mutual Funds, Financial Services, Small Business, Retirement
Education
Babson College 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
University of Pennsylvania - The Wharton School 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
Midland University
Bachelor’s Degree, Behavioral Sciences
Jennifer Drake's Lenox Advisors Experience November 2013 - Present
Job Executive Assistant at Lenox Advisors
Industry Insurance
Experience
Lenox Advisors November 2013 - Present
Northwestern Mutual - McTigue Financial Group August 2011 - November 2013
Adler, Murphy & McQuillen, LLP October 2008 - May 2011
Huskies 2008 - 2010
Vesta Companies Inc November 2004 - February 2008
Chicago Hawks 2006 - 2008
Calmark July 1996 - August 2001
Skills
Management, Sales, Customer Service, Strategic Planning, Marketing, Leadership, Team Building, Marketing Strategy, Insurance, Contract Negotiation
Education
DePaul University 1991 — 1994
Bachelor of Science (BS), Elementary Education and Teaching
Lenox Advisors November 2013 - Present
Northwestern Mutual - McTigue Financial Group August 2011 - November 2013
Adler, Murphy & McQuillen, LLP October 2008 - May 2011
Huskies 2008 - 2010
Vesta Companies Inc November 2004 - February 2008
Chicago Hawks 2006 - 2008
Calmark July 1996 - August 2001
Skills
Management, Sales, Customer Service, Strategic Planning, Marketing, Leadership, Team Building, Marketing Strategy, Insurance, Contract Negotiation
Education
DePaul University 1991 — 1994
Bachelor of Science (BS), Elementary Education and Teaching
Garry Teekah Garry Teekah's Lenox Advisors Experience June 2015 - August 2015
Job Private Client Group Intern at RBC
Industry Investment Banking
Experience
RBC August 2015 - Present
Lenox Advisors June 2015 - August 2015
AppleOne Employment Services July 2014 - August 2014
Morgan Stanley July 2014 - July 2014
Family Karate Super Center April 2007 - June 2013
Skills
Public Speaking, Management, Team Leadership, Teaching, Sales, Customer Service, Employee Training, Fitness, Martial Arts, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Marketing, Microsoft Office, Microsoft Exchange, iMovie, Spanish-English, Seminars
Education
Emory University 2013 — 2017
Bachelor of Science (BS), Applied Mathematics
South Brunswick High School 2009 — 2013
High School Diploma
RBC August 2015 - Present
Lenox Advisors June 2015 - August 2015
AppleOne Employment Services July 2014 - August 2014
Morgan Stanley July 2014 - July 2014
Family Karate Super Center April 2007 - June 2013
Skills
Public Speaking, Management, Team Leadership, Teaching, Sales, Customer Service, Employee Training, Fitness, Martial Arts, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Marketing, Microsoft Office, Microsoft Exchange, iMovie, Spanish-English, Seminars
Education
Emory University 2013 — 2017
Bachelor of Science (BS), Applied Mathematics
South Brunswick High School 2009 — 2013
High School Diploma
Andrew Kwong's Lenox Advisors Experience June 2014 - August 2014
Job Team Support Coordinator Asset Management at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2014 - August 2014
Pramerica Systems Ireland at Prudential Financial June 2013 - August 2013
Boston University The Towers - Residence Hall Association September 2012 - May 2013
Uncle Howie's Pizza April 2010 - August 2010
Skills
Microsoft Office, Marketing, Time Management, PowerPoint, Public Speaking, Research, French, Lotus Notes, Management, Chinese, Social Media, iMovie, Facebook, Outlook, E-money, Microsoft Excel
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Management, 3.05
Copenhagen Business School 2014 — 2014
Academic Exchange
Lenox Advisors June 2014 - August 2014
Pramerica Systems Ireland at Prudential Financial June 2013 - August 2013
Boston University The Towers - Residence Hall Association September 2012 - May 2013
Uncle Howie's Pizza April 2010 - August 2010
Skills
Microsoft Office, Marketing, Time Management, PowerPoint, Public Speaking, Research, French, Lotus Notes, Management, Chinese, Social Media, iMovie, Facebook, Outlook, E-money, Microsoft Excel
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Management, 3.05
Copenhagen Business School 2014 — 2014
Academic Exchange
Steven Facini, CRPC's Lenox Advisors Experience October 2012 - October 2013
Job CMO | Financial Services Marketing | Channel Marketing | Content Marketing | Retirement Marketing | Digital Marketing
Industry Marketing and Advertising
Experience
OnDemand CMO November 2013 - Present
New York University January 2014 - Present
Lenox Advisors October 2012 - October 2013
Citi Personal Wealth Management January 2010 - October 2012
Smith Barney April 2006 - September 2009
Morgan Stanley May 2001 - February 2004
Optimedia April 1998 - May 2001
McCann Erickson 1995 - April 1998
Jaguar Cars Inc July 1988 - July 1994
Skills
Marketing Strategy, Integrated..., Competitive Analysis, Marketing Communications, Product Marketing, Marketing, Retail Brokerage, Financial Services, Lead Generation, Management, CRPC, Business Development, Sales Operations, Advertising, Marketing Research, Integrated Marketing, Wealth Management, Leadership, Strategy, Public Relations, Retirement, Digital Marketing, CRM, Customer Retention, Online Marketing, Brand Development, Investments, Media Planning, Direct Marketing, Analytics, Digital Media, Customer Experience, Brand Management, Strategic Partnerships, Customer Acquisition, CMOS, Alternative Investments, Interactive Marketing, Analysis, Cross Selling, Relationship Management, Segmentation, Budgets, Strategic Planning, Online Advertising, Digital Strategy, Project Management, Internal Communications, Consulting, Series 7, 24, 63...
Education
Fordham University
Bachelor of Arts
Ohio State University
Masters of Art, Sports Marketing
W. C. Mepham
OnDemand CMO November 2013 - Present
New York University January 2014 - Present
Lenox Advisors October 2012 - October 2013
Citi Personal Wealth Management January 2010 - October 2012
Smith Barney April 2006 - September 2009
Morgan Stanley May 2001 - February 2004
Optimedia April 1998 - May 2001
McCann Erickson 1995 - April 1998
Jaguar Cars Inc July 1988 - July 1994
Skills
Marketing Strategy, Integrated..., Competitive Analysis, Marketing Communications, Product Marketing, Marketing, Retail Brokerage, Financial Services, Lead Generation, Management, CRPC, Business Development, Sales Operations, Advertising, Marketing Research, Integrated Marketing, Wealth Management, Leadership, Strategy, Public Relations, Retirement, Digital Marketing, CRM, Customer Retention, Online Marketing, Brand Development, Investments, Media Planning, Direct Marketing, Analytics, Digital Media, Customer Experience, Brand Management, Strategic Partnerships, Customer Acquisition, CMOS, Alternative Investments, Interactive Marketing, Analysis, Cross Selling, Relationship Management, Segmentation, Budgets, Strategic Planning, Online Advertising, Digital Strategy, Project Management, Internal Communications, Consulting, Series 7, 24, 63...
Education
Fordham University
Bachelor of Arts
Ohio State University
Masters of Art, Sports Marketing
W. C. Mepham
Erin Marie Gavin, J.D., CFP® Erin Marie Gavin, J.D., CFP®'s Lenox Advisors Experience April 2012 - December 2013
Job Independent Associate Wealth Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Lenox Advisors April 2012 - December 2013
Northwestern Mutual January 2010 - April 2012
Carpe Diem Legal Recruiters 2009 - 2011
Seyfarth Shaw May 2005 - September 2007
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
JD, Law
University of Illinois at Chicago 1999 — 2003
BA, Political Science
Joliet Catholic Academy 1995 — 1999
High School
TIAA-CREF September 2014 - Present
Lenox Advisors April 2012 - December 2013
Northwestern Mutual January 2010 - April 2012
Carpe Diem Legal Recruiters 2009 - 2011
Seyfarth Shaw May 2005 - September 2007
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
JD, Law
University of Illinois at Chicago 1999 — 2003
BA, Political Science
Joliet Catholic Academy 1995 — 1999
High School
Nicholas Banks Nicholas Banks's Lenox Advisors Experience 2009 - 2012
Job CoFounder at Heir Atlas Inc.
Industry Financial Services
Experience
Heir Atlas Inc. July 2011 - Present
Lenox Advisors 2009 - 2012
JMP Securities 2007 - 2009
Leerink Swann & Company 2004 - 2007
Neuberger Berman January 2002 - November 2003
ING Barings 1998 - 2001
Skills
Hedge Funds, Asset Managment, Alternative Investments, Securities, Portfolio Management, Fixed Income, Equity Research, Series 63, Series 7, Life & Health Insurance..., Wealth Management, Sales, Cross Selling, New Business Development, Client Development, Qualifying Prospects, Equities, Investments
Education
Lake Forest College 1992 — 1996
B.A., Economics
Pomfret 1989 — 1992
Eaglebrook 1987 — 1989
Heir Atlas Inc. July 2011 - Present
Lenox Advisors 2009 - 2012
JMP Securities 2007 - 2009
Leerink Swann & Company 2004 - 2007
Neuberger Berman January 2002 - November 2003
ING Barings 1998 - 2001
Skills
Hedge Funds, Asset Managment, Alternative Investments, Securities, Portfolio Management, Fixed Income, Equity Research, Series 63, Series 7, Life & Health Insurance..., Wealth Management, Sales, Cross Selling, New Business Development, Client Development, Qualifying Prospects, Equities, Investments
Education
Lake Forest College 1992 — 1996
B.A., Economics
Pomfret 1989 — 1992
Eaglebrook 1987 — 1989
Peter Haines Peter Haines's Lenox Advisors Experience 2003 - 2011
Job Partner, Chief Marketing Officer at Mosaic Group Marketing Solutions Partnership
Industry Marketing and Advertising
Experience
Mosaic Group - Marketing Solutions Partnership 2013 - Present
Ballentine Partners, LLC 2012 - 2013
SKCG Group, Inc. 2011 - 2011
Lenox Advisors 2003 - 2011
PRH Marketing Communications 2000 - 2003
Brouillard Communications 1998 - 2000
McCann Erickson 1995 - 1998
Ogilvy & Mather 1990 - 1995
Young & Rubicam 1984 - 1990
Skills
Brand Positioning and..., Creative Strategy and..., Digital Marketing and..., Business Development, Public Relations, Integrated Marketing, Strategy, Presentation Coaching, Positioning, Online Marketing, B2B, Social Media, New Business Development, Web Analytics, Strategic Partnerships, Competitive Analysis, Web Site/Social Media..., Target Market..., Database Marketing,..., Entrepreneurship, Marketing
Education
Ithaca College
B.A.
Mosaic Group - Marketing Solutions Partnership 2013 - Present
Ballentine Partners, LLC 2012 - 2013
SKCG Group, Inc. 2011 - 2011
Lenox Advisors 2003 - 2011
PRH Marketing Communications 2000 - 2003
Brouillard Communications 1998 - 2000
McCann Erickson 1995 - 1998
Ogilvy & Mather 1990 - 1995
Young & Rubicam 1984 - 1990
Skills
Brand Positioning and..., Creative Strategy and..., Digital Marketing and..., Business Development, Public Relations, Integrated Marketing, Strategy, Presentation Coaching, Positioning, Online Marketing, B2B, Social Media, New Business Development, Web Analytics, Strategic Partnerships, Competitive Analysis, Web Site/Social Media..., Target Market..., Database Marketing,..., Entrepreneurship, Marketing
Education
Ithaca College
B.A.
Paul MacDonald,CIMA® Paul MacDonald,CIMA®'s Lenox Advisors Experience January 2010 - January 2013
Job Vice President Private Client Advisor at J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA January 2013 - Present
Lenox Advisors January 2010 - January 2013
JPMorgan Chase 2005 - 2009
Education
University of Pennsylvania - The Wharton School
Flagler College
J.P. Morgan Chase Bank NA January 2013 - Present
Lenox Advisors January 2010 - January 2013
JPMorgan Chase 2005 - 2009
Education
University of Pennsylvania - The Wharton School
Flagler College
Theresa Silvestro's Lenox Advisors Experience January 2015 - Present
Job Assistant Vice President, New Business at Lenox Advisors
Industry Insurance
Experience
Lenox Advisors January 2015 - Present
Lenox Advisors July 2006 - Present
Urban Express June 2002 - July 2006
Skills
Public Relations, Disability Insurance, Long-term Care, Negotiation, Term Life Insurance, Whole Life, Insurance Planning, Insurance, Management, Life Insurance, Underwriting, Wealth Management, Financial Services, Long Term Care Insurance, New Business Development, Relationship Management, Risk Management, Process Improvement, Microsoft Excel, Customer Service, Strategic Planning, Vendor Management, Analysis, Project Management
Education
City University of New York
Business Management
PMI Training
Lenox Advisors January 2015 - Present
Lenox Advisors July 2006 - Present
Urban Express June 2002 - July 2006
Skills
Public Relations, Disability Insurance, Long-term Care, Negotiation, Term Life Insurance, Whole Life, Insurance Planning, Insurance, Management, Life Insurance, Underwriting, Wealth Management, Financial Services, Long Term Care Insurance, New Business Development, Relationship Management, Risk Management, Process Improvement, Microsoft Excel, Customer Service, Strategic Planning, Vendor Management, Analysis, Project Management
Education
City University of New York
Business Management
PMI Training
Francis Kelly Francis Kelly's Lenox Advisors Experience June 2014 - August 2014
Job Associate Consultant at PageGroup
Industry Financial Services
Experience
Michael Page July 2015 - Present
Lenox Advisors June 2014 - August 2014
Knollwood Country Club June 2012 - August 2012
Vector Marketing May 2012 - August 2012
United Water May 2012 - August 2012
Patriot Hills Golf Course June 2010 - August 2011
Skills
Finance, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Business Strategy, Business Analysis, Financial Analysis, Financial Risk, Corporate Finance, International Finance, Communication, cost analysis, Marketing, Management, Risk Management, Investments, Teamwork, Analysis, Leadership, Financial Modeling, Wealth Management..., Wealth Management, Asset Management, Asset Allocation, Liability Analysis, Superior Client Service, Social Media, Personal Development, Data Analysis, Data Entry, Data Mining, Data Management, Data Warehousing, General Insurance, Term Life Insurance, Life Insurance, Umbrella Insurance
Education
State University of New York College at Oswego 2013 — 2015
Finance, 3.40
James Madison University
SUNY Rockland
Associate's degree, Business Administration, 3.85
Michael Page July 2015 - Present
Lenox Advisors June 2014 - August 2014
Knollwood Country Club June 2012 - August 2012
Vector Marketing May 2012 - August 2012
United Water May 2012 - August 2012
Patriot Hills Golf Course June 2010 - August 2011
Skills
Finance, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Business Strategy, Business Analysis, Financial Analysis, Financial Risk, Corporate Finance, International Finance, Communication, cost analysis, Marketing, Management, Risk Management, Investments, Teamwork, Analysis, Leadership, Financial Modeling, Wealth Management..., Wealth Management, Asset Management, Asset Allocation, Liability Analysis, Superior Client Service, Social Media, Personal Development, Data Analysis, Data Entry, Data Mining, Data Management, Data Warehousing, General Insurance, Term Life Insurance, Life Insurance, Umbrella Insurance
Education
State University of New York College at Oswego 2013 — 2015
Finance, 3.40
James Madison University
SUNY Rockland
Associate's degree, Business Administration, 3.85
Audrey Barrett Audrey Barrett's Lenox Advisors Experience April 2014 - Present
Job Case Manager
Industry Insurance
Experience
Lenox Advisors April 2014 - Present
AIG August 2007 - December 2013
AIG Domestic Claims, Inc December 2005 - August 2007
Juvenile Diabetes Research Foundation January 2001 - December 2005
Skills
Insurance, Liability, Property & Casualty..., Employee Benefits, Claim, Commercial Insurance, Process Improvement, Compliance, Licensing, Data Management, Onboarding, Interviews, Budgets, Data Entry, Time Management, Underwriting, Workers Compensation, Life Insurance, Disability Insurance, Term Life Insurance
Education
Long Island University, Brooklyn Campus 2010 — 2011
Master's degree, Human Resources Management
Long Island University, Brooklyn Campus 1997 — 2000
Bachelor of Science (B.Sc.), Management
Lenox Advisors April 2014 - Present
AIG August 2007 - December 2013
AIG Domestic Claims, Inc December 2005 - August 2007
Juvenile Diabetes Research Foundation January 2001 - December 2005
Skills
Insurance, Liability, Property & Casualty..., Employee Benefits, Claim, Commercial Insurance, Process Improvement, Compliance, Licensing, Data Management, Onboarding, Interviews, Budgets, Data Entry, Time Management, Underwriting, Workers Compensation, Life Insurance, Disability Insurance, Term Life Insurance
Education
Long Island University, Brooklyn Campus 2010 — 2011
Master's degree, Human Resources Management
Long Island University, Brooklyn Campus 1997 — 2000
Bachelor of Science (B.Sc.), Management
Dan Collins, CFP®, CLTC, ChFC® Dan Collins, CFP®, CLTC, ChFC®'s Lenox Advisors Experience June 2007 - September 2012
Job Director of Financial Planning at WealthEdge Advisors
Industry Financial Services
Experience
WealthEdge Advisors September 2012 - Present
Lenox Advisors June 2007 - September 2012
Clarfeld Financial Advisors 2005 - May 2007
Deutsche Bank March 2000 - March 2005
Skills
Series 7, Asset Managment, Wealth Management, Retirement Planning, Securities, Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Investment Advisory, Certified Financial..., Certified in Long Term..., Chartered Financial..., Financial Advisory, Long-term Care, Asset Management, Estate Planning, Wealth Management..., High Net Worth..., Investment Management
Education
Baruch College
NYU
prep
WealthEdge Advisors September 2012 - Present
Lenox Advisors June 2007 - September 2012
Clarfeld Financial Advisors 2005 - May 2007
Deutsche Bank March 2000 - March 2005
Skills
Series 7, Asset Managment, Wealth Management, Retirement Planning, Securities, Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Investment Advisory, Certified Financial..., Certified in Long Term..., Chartered Financial..., Financial Advisory, Long-term Care, Asset Management, Estate Planning, Wealth Management..., High Net Worth..., Investment Management
Education
Baruch College
NYU
prep
Keith Adair, LUTCF Keith Adair, LUTCF's Lenox Advisors Experience April 2012 - Present
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors April 2012 - Present
John Hancock Financial Network June 2005 - April 2012
Skills
Retirement Planning, Wealth Management, Securities, Estate Planning, Insurance, Asset Managment
Education
Saint Mary's College of California 1998 — 2000
Bachelor of Science (BS), Psychology
Diablo Valley College 1996 — 1998
Associate's degree
Delta Christian
Lenox Advisors April 2012 - Present
John Hancock Financial Network June 2005 - April 2012
Skills
Retirement Planning, Wealth Management, Securities, Estate Planning, Insurance, Asset Managment
Education
Saint Mary's College of California 1998 — 2000
Bachelor of Science (BS), Psychology
Diablo Valley College 1996 — 1998
Associate's degree
Delta Christian
Rukshana Alexander's Lenox Advisors Experience March 2012 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors March 2012 - Present
Fifth Avenue Financial May 2010 - March 2012
Newport Executive Court, LLC October 2007 - January 2009
E.R.Alexander, Inc. September 2004 - October 2007
Russell and Miller, LLP August 2004 - January 2005
Skills
Great Communication, Organisational Skills, Self Management, Analysis, Operations Management, Management
Education
Chapman University, School of Law 2001 — 2004
J.D., Law
Chapman University 1992 — 1996
B.A., Sociology with emphasis in Womens Studies
Lenox Advisors March 2012 - Present
Fifth Avenue Financial May 2010 - March 2012
Newport Executive Court, LLC October 2007 - January 2009
E.R.Alexander, Inc. September 2004 - October 2007
Russell and Miller, LLP August 2004 - January 2005
Skills
Great Communication, Organisational Skills, Self Management, Analysis, Operations Management, Management
Education
Chapman University, School of Law 2001 — 2004
J.D., Law
Chapman University 1992 — 1996
B.A., Sociology with emphasis in Womens Studies
Stephen Grochol's Lenox Advisors Experience September 2009 - January 2015
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Lenox Advisors September 2009 - January 2015
New York Life June 2008 - September 2009
Allstate Insurance March 2000 - June 2008
Skills
Retirement Planning, Wealth Management, Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Asset Management, Strategic Planning, Long-term Care, Business Planning, Asset Managment, Buy-sell Agreements, Life Insurance, Executive Pay, Executive Benefits, Buy/Sell Funding, Key Man Insurance, Long Term Care, Financial Planning, Key Person Insurance
Education
Arizona State University 1993 — 1997
St. Ignatius 1989 — 1993
Merrill Lynch January 2015 - Present
Lenox Advisors September 2009 - January 2015
New York Life June 2008 - September 2009
Allstate Insurance March 2000 - June 2008
Skills
Retirement Planning, Wealth Management, Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Asset Management, Strategic Planning, Long-term Care, Business Planning, Asset Managment, Buy-sell Agreements, Life Insurance, Executive Pay, Executive Benefits, Buy/Sell Funding, Key Man Insurance, Long Term Care, Financial Planning, Key Person Insurance
Education
Arizona State University 1993 — 1997
St. Ignatius 1989 — 1993
David Robinson, CRPC®'s Lenox Advisors Experience November 2009 - October 2011
Job Agency Principal at David Robinson Farmers Insurance Agency
Industry Financial Services
Experience
David Robinson Farmers Insurance Agency April 2012 - Present
Democracy for America March 2004 - Present
Lee Gar Lun Ving Tsun, LLC September 1977 - Present
Lenox Advisors November 2009 - October 2011
Amerprise Financial Services, Inc August 2006 - July 2009
New Jersey Board of Public Utilities September 2003 - January 2006
DH Robinson Associates January 2001 - September 2003
Guardian/Park Avenue Securities September 1991 - January 2001
Mutual Benefit/Green Hill Financial January 1990 - September 1991
Prudentual/Pruco Securities January 1989 - January 1990
Skills
Financial Planning, Charitable Giving..., Estate Planning, Insurance Planning, Wealth Preservation, 401k, Defined Benefit, Registered Investment..., Wealth Transfer, Key Person Insurance, Buy-sell Agreements, Whole Life, Long Term Care, Disability Insurance, Group Benefits, Yoga, Plan Administration, Retirement Plan..., Insurance, Retirement Planning, Financial Planners, Strategic Financial..., Long-term Care, Workers Compensation, Community Organizing, Grassroots Organizing, Alternative Investments, Community Outreach, Employee Benefits, Financial Services, Grassroots, Health Insurance, Life Insurance, Management, Portfolio Management, Wealth, Policy, Mutual Funds, Investments, Political Campaigns, Policy Analysis, Small Business, Fundraising, Retirement, Business, Strategy, Organizational..., Strategic Communications, Public Policy, Public Speaking
Education
Boston University 1976 — 1980
Bronx High School of Science 1972 — 1976
Downtown Community School
University of The State of NY
David Robinson Farmers Insurance Agency April 2012 - Present
Democracy for America March 2004 - Present
Lee Gar Lun Ving Tsun, LLC September 1977 - Present
Lenox Advisors November 2009 - October 2011
Amerprise Financial Services, Inc August 2006 - July 2009
New Jersey Board of Public Utilities September 2003 - January 2006
DH Robinson Associates January 2001 - September 2003
Guardian/Park Avenue Securities September 1991 - January 2001
Mutual Benefit/Green Hill Financial January 1990 - September 1991
Prudentual/Pruco Securities January 1989 - January 1990
Skills
Financial Planning, Charitable Giving..., Estate Planning, Insurance Planning, Wealth Preservation, 401k, Defined Benefit, Registered Investment..., Wealth Transfer, Key Person Insurance, Buy-sell Agreements, Whole Life, Long Term Care, Disability Insurance, Group Benefits, Yoga, Plan Administration, Retirement Plan..., Insurance, Retirement Planning, Financial Planners, Strategic Financial..., Long-term Care, Workers Compensation, Community Organizing, Grassroots Organizing, Alternative Investments, Community Outreach, Employee Benefits, Financial Services, Grassroots, Health Insurance, Life Insurance, Management, Portfolio Management, Wealth, Policy, Mutual Funds, Investments, Political Campaigns, Policy Analysis, Small Business, Fundraising, Retirement, Business, Strategy, Organizational..., Strategic Communications, Public Policy, Public Speaking
Education
Boston University 1976 — 1980
Bronx High School of Science 1972 — 1976
Downtown Community School
University of The State of NY
John J. Miller John J. Miller's Lenox Advisors Experience November 2009 - Present
Job Managing Director at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors November 2009 - Present
Miller & O'Brien Financial Associates, LLC April 2005 - October 2009
Skills
Retirement Planning
Education
Drew University 1972 — 1976
BA
Lenox Advisors November 2009 - Present
Miller & O'Brien Financial Associates, LLC April 2005 - October 2009
Skills
Retirement Planning
Education
Drew University 1972 — 1976
BA
Patrick Jarvis Patrick Jarvis's Lenox Advisors Experience June 2015 - Present
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2015 - Present
Northwestern Mutual May 2010 - June 2015
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Leadership
Education
Lake Forest College
BA, Business
Mount Carmel High School
Lenox Advisors June 2015 - Present
Northwestern Mutual May 2010 - June 2015
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Leadership
Education
Lake Forest College
BA, Business
Mount Carmel High School
Alexander Buckley's Lenox Advisors Experience June 2015 - August 2015
Job Penn State Junior Seeking Investment Banking Summer Analyst Position
Industry Banking
Experience
Buckley Industries LLC December 2013 - Present
Lenox Advisors June 2015 - August 2015
JENNCHEM-JENNMAR Corporation May 2013 - August 2013
Buckley Associates Inc. June 2012 - August 2012
Education
Penn State University 2014 — 2017
Bachelor of Science (BS), Finance Major Energy Business and Finance Minor, GPA: 3.93
High Point University 2013 — 2014
Bachelor of Science (BS), Entrepreneurship, GPA: 3.91
Fox Chapel Area High School 2009 — 2013
High School Diploma, General Stuides
Buckley Industries LLC December 2013 - Present
Lenox Advisors June 2015 - August 2015
JENNCHEM-JENNMAR Corporation May 2013 - August 2013
Buckley Associates Inc. June 2012 - August 2012
Education
Penn State University 2014 — 2017
Bachelor of Science (BS), Finance Major Energy Business and Finance Minor, GPA: 3.93
High Point University 2013 — 2014
Bachelor of Science (BS), Entrepreneurship, GPA: 3.91
Fox Chapel Area High School 2009 — 2013
High School Diploma, General Stuides
Stephanie Olson's Lenox Advisors Experience January 2009 - January 2013
Job Partner, Fluet Huber + Hoang PLLC
Industry Law Practice
Experience
Fluet Huber + Hoang PLLC January 2013 - Present
Frejka PLLC 2015 - 2015
Lenox Wealth Advisors January 2012 - January 2013
Fifth Avenue Financial January 2009 - January 2013
Lenox Advisors January 2009 - January 2013
National Financial Partners March 2000 - January 2009
Morrison & Foerster LLP November 1998 - March 2000
Dewey & LeBoeuf LLP (fka LeBoeuf, Lamb, Greene & MacRae) September 1995 - November 1998
Skills
Securities, Insurance, Investments, Asset Management, Mergers & Acquisitions, Estate Planning, FINRA, Corporate Governance, Private Equity, Executive Management, Finance, Licensing, Financial Services, Venture Capital, Due Diligence, Strategy, Intellectual Property, Start-ups, Corporate Law, Legal Writing, IPO, Legal Advice, Corporate Finance, General Corporate..., Securities Regulation, Securities Offerings, Corporate Communications, Business Transactions, Cross-border..., Litigation, Joint Ventures
Education
Georgetown University Law Center 1991 — 1995
Doctor of Law (JD)
Georgetown University - The McDonough School of Business 1992 — 1995
MBA, Finance, General
Georgetown University 1986 — 1990
BA, International Relations
Fluet Huber + Hoang PLLC January 2013 - Present
Frejka PLLC 2015 - 2015
Lenox Wealth Advisors January 2012 - January 2013
Fifth Avenue Financial January 2009 - January 2013
Lenox Advisors January 2009 - January 2013
National Financial Partners March 2000 - January 2009
Morrison & Foerster LLP November 1998 - March 2000
Dewey & LeBoeuf LLP (fka LeBoeuf, Lamb, Greene & MacRae) September 1995 - November 1998
Skills
Securities, Insurance, Investments, Asset Management, Mergers & Acquisitions, Estate Planning, FINRA, Corporate Governance, Private Equity, Executive Management, Finance, Licensing, Financial Services, Venture Capital, Due Diligence, Strategy, Intellectual Property, Start-ups, Corporate Law, Legal Writing, IPO, Legal Advice, Corporate Finance, General Corporate..., Securities Regulation, Securities Offerings, Corporate Communications, Business Transactions, Cross-border..., Litigation, Joint Ventures
Education
Georgetown University Law Center 1991 — 1995
Doctor of Law (JD)
Georgetown University - The McDonough School of Business 1992 — 1995
MBA, Finance, General
Georgetown University 1986 — 1990
BA, International Relations
Tyler Faden Tyler Faden's Lenox Advisors Experience June 2014 - August 2014
Job Business Development Assistant at Carnival.io
Industry Financial Services
Experience
Carnival.io September 2015 - Present
Carnival Mobile June 2015 - August 2015
Lenox Advisors June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, C++, English, Entrepreneurship, Data Analysis, Access, Outlook
Education
Binghamton University 2012 — 2016
Bachelor of Science (B.S.), Financial Economics
Roslyn High School
Roslyn High School
Carnival.io September 2015 - Present
Carnival Mobile June 2015 - August 2015
Lenox Advisors June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, C++, English, Entrepreneurship, Data Analysis, Access, Outlook
Education
Binghamton University 2012 — 2016
Bachelor of Science (B.S.), Financial Economics
Roslyn High School
Roslyn High School
Jennifer Cuellar Jennifer Cuellar's Lenox Advisors Experience July 2015 - Present
Job Illustration Specialist at Lenox Advisors | Fifth Ave Financial
Industry Accounting
Experience
Lenox Advisors July 2015 - Present
EY June 2014 - July 2014
The Schwerdtle Stamp Company July 2013 - February 2014
UBS Wealth Management May 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Bookkeeping, English, Photoshop, Leadership, Office Management, Budgets, Financial Reporting, Invoicing, Account Reconciliation, Bank Reconciliation, Time Management
Education
Fairfield University 2011 — 2015
Bachelor's degree, Accounting and economics
Fairfield Ludlowe High School 2007 — 2011
Lenox Advisors July 2015 - Present
EY June 2014 - July 2014
The Schwerdtle Stamp Company July 2013 - February 2014
UBS Wealth Management May 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Bookkeeping, English, Photoshop, Leadership, Office Management, Budgets, Financial Reporting, Invoicing, Account Reconciliation, Bank Reconciliation, Time Management
Education
Fairfield University 2011 — 2015
Bachelor's degree, Accounting and economics
Fairfield Ludlowe High School 2007 — 2011
Bruce J. Lederman Bruce J. Lederman's Lenox Advisors Experience 2003 - January 2014
Job SVP Operations / Chief Operating Officer at Charles E. Smith Life Communities
Industry Hospital & Health Care
Experience
Charles E. Smith Life Communities June 2015 - Present
Midwest Administrative Services, Inc. February 2014 - April 2015
Lenox Advisors 2003 - January 2014
The Claremont Rehab and Living Center 1992 - 2003
Windsor Manor Nursing and Rehabilitation Center 1988 - 2002
Skills
Elder Care, Organizational..., Business Strategy, New Business Development, Team Leadership, Team Development, Non-profits, Non-profit Board..., Process Improvement, Public Policy, Leadership Development, Community Outreach, Change Management
Education
DePaul University Management Development Center and Continuing Professional Education 2011 — 2011
Certificate in Six Sigma - Green Belt
DePaul University College of Law
JD
University of Illinois at Urbana-Champaign
BA
Charles E. Smith Life Communities June 2015 - Present
Midwest Administrative Services, Inc. February 2014 - April 2015
Lenox Advisors 2003 - January 2014
The Claremont Rehab and Living Center 1992 - 2003
Windsor Manor Nursing and Rehabilitation Center 1988 - 2002
Skills
Elder Care, Organizational..., Business Strategy, New Business Development, Team Leadership, Team Development, Non-profits, Non-profit Board..., Process Improvement, Public Policy, Leadership Development, Community Outreach, Change Management
Education
DePaul University Management Development Center and Continuing Professional Education 2011 — 2011
Certificate in Six Sigma - Green Belt
DePaul University College of Law
JD
University of Illinois at Urbana-Champaign
BA
Joshua Lieberman, CFP®, CLU®'s Lenox Advisors Experience June 2015 - Present
Job Managing Director at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2015 - Present
Northwestern Mutual June 2009 - June 2015
GCG November 2005 - June 2009
Churchill Downs, Inc. Arlington Park International Racecourse April 2004 - October 2005
Education
Indiana University Bloomington 1999 — 2003
Lenox Advisors June 2015 - Present
Northwestern Mutual June 2009 - June 2015
GCG November 2005 - June 2009
Churchill Downs, Inc. Arlington Park International Racecourse April 2004 - October 2005
Education
Indiana University Bloomington 1999 — 2003
Ross Pearlman Ross Pearlman's Lenox Advisors Experience August 2013 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors August 2013 - Present
Skills
Wealth Management, Estate Planning, Asset Management, Retirement Planning, Investments, Finance
Education
College of the Holy Cross
Bachelor of Arts (BA)
Chaminade High School
Lenox Advisors August 2013 - Present
Skills
Wealth Management, Estate Planning, Asset Management, Retirement Planning, Investments, Finance
Education
College of the Holy Cross
Bachelor of Arts (BA)
Chaminade High School
Jon Jerrild's Lenox Advisors Experience December 2013 - May 2014
Job Associate at Casey, Quirk & Associates
Industry Financial Services
Experience
Casey, Quirk & Associates June 2014 - Present
Lenox Advisors December 2013 - May 2014
Lenox Advisors January 2012 - December 2013
Lenox Advisors June 2010 - January 2012
Skills
Insurance, Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Estate Planning, Financial Analysis, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Securities, Retirement, Mutual Funds, Investments
Education
Lynchburg College 2006 — 2010
B.A., Economics
Casey, Quirk & Associates June 2014 - Present
Lenox Advisors December 2013 - May 2014
Lenox Advisors January 2012 - December 2013
Lenox Advisors June 2010 - January 2012
Skills
Insurance, Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Estate Planning, Financial Analysis, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Securities, Retirement, Mutual Funds, Investments
Education
Lynchburg College 2006 — 2010
B.A., Economics
Brendan Gribbons Brendan Gribbons's Lenox Advisors Experience May 2012 - August 2012
Job Research Associate at K2 Advisors
Industry Financial Services
Experience
K2 Advisors May 2013 - Present
Fifth Avenue Financial August 2012 - May 2013
Lenox Advisors May 2012 - August 2012
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics; Environmental Studies
K2 Advisors May 2013 - Present
Fifth Avenue Financial August 2012 - May 2013
Lenox Advisors May 2012 - August 2012
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics; Environmental Studies
Graham Stebbins Graham Stebbins's Lenox Advisors Experience February 2011 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2011 - Present
Northwestern Mutual May 2009 - March 2011
Northwestern Mutual May 2009 - June 2010
Skills
Estate Planning, Wealth Management, Retirement Planning, Investments, Asset Management, Disability Insurance, Finance, Asset Allocation, Employee Benefits, Wealth, Insurance, Life, Risk Management, Financial Planners
Education
Fairfield University
BA, International Studies & Economics
Saint Lawrence University
Lenox Advisors February 2011 - Present
Northwestern Mutual May 2009 - March 2011
Northwestern Mutual May 2009 - June 2010
Skills
Estate Planning, Wealth Management, Retirement Planning, Investments, Asset Management, Disability Insurance, Finance, Asset Allocation, Employee Benefits, Wealth, Insurance, Life, Risk Management, Financial Planners
Education
Fairfield University
BA, International Studies & Economics
Saint Lawrence University
Calvin E. Chung, CFA Calvin E. Chung, CFA's Lenox Advisors Experience February 2015 - Present
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2015 - Present
TIAA-CREF June 2012 - November 2014
Solaris Asset Management June 2008 - May 2011
Rock Crest Capital LLC March 2007 - April 2008
Credit Suisse Asset Management January 2000 - December 2006
Warburg Pincus 2000 - 2000
Eagle Asset Management July 1997 - December 1999
Skills
Equities, Portfolio Management, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
Brandeis University 1984 — 1988
B.A., Economics
Lenox Advisors February 2015 - Present
TIAA-CREF June 2012 - November 2014
Solaris Asset Management June 2008 - May 2011
Rock Crest Capital LLC March 2007 - April 2008
Credit Suisse Asset Management January 2000 - December 2006
Warburg Pincus 2000 - 2000
Eagle Asset Management July 1997 - December 1999
Skills
Equities, Portfolio Management, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
Brandeis University 1984 — 1988
B.A., Economics
Jim Farka Jim Farka's Lenox Advisors Experience 2000 - Present
Job Senior Vice President
Industry Financial Services
Experience
Lenox Advisors 2000 - Present
Fifth Avenue Financial 1990 - Present
Skills
Wealth Management, Insurance, Long-term Care, Retirement Planning, Disability Insurance, Retirement, Series 6, Series 63
Education
City University of New York 1974 — 1977
BA, Biology - Physical Education
Forest hills high school 1970 — 1973
Lenox Advisors 2000 - Present
Fifth Avenue Financial 1990 - Present
Skills
Wealth Management, Insurance, Long-term Care, Retirement Planning, Disability Insurance, Retirement, Series 6, Series 63
Education
City University of New York 1974 — 1977
BA, Biology - Physical Education
Forest hills high school 1970 — 1973
Sarah Cassidy's Lenox Advisors Experience June 2012 - June 2013
Job Assistant Director of the Annual Fund at Temple University
Industry Civic & Social Organization
Experience
Temple University March 2015 - Present
Multiple Companies May 2013 - Present
Temple University September 2013 - March 2015
Lenox Advisors June 2012 - June 2013
WGBH November 2011 - October 2012
WGBH July 2007 - November 2010
WGBH July 2007 - July 2008
Skills
Social Media, New Media, Television, Fundraising, Event Planning, Public Speaking, FileMaker, Non-profits, Marketing Strategy, Advertising, Email Marketing, Project Management, Salesforce.com, Video Production, Training, Graphic Design, Program Management, Sales, Nonprofits, Management, Editing, Marketing
Education
Clark University 2003 — 2007
BA, International Development, Asain Studies
Temple University March 2015 - Present
Multiple Companies May 2013 - Present
Temple University September 2013 - March 2015
Lenox Advisors June 2012 - June 2013
WGBH November 2011 - October 2012
WGBH July 2007 - November 2010
WGBH July 2007 - July 2008
Skills
Social Media, New Media, Television, Fundraising, Event Planning, Public Speaking, FileMaker, Non-profits, Marketing Strategy, Advertising, Email Marketing, Project Management, Salesforce.com, Video Production, Training, Graphic Design, Program Management, Sales, Nonprofits, Management, Editing, Marketing
Education
Clark University 2003 — 2007
BA, International Development, Asain Studies
Julie DeSimone Julie DeSimone's Lenox Advisors Experience November 2011 - November 2013
Job Project Manager at Maxwell Health
Industry Insurance
Experience
Maxwell Health March 2015 - Present
MetLife December 2013 - March 2015
Lenox Advisors November 2011 - November 2013
Arthur J. Gallagher & Co. August 2009 - November 2011
Skills
Customer Service, Employee Benefits, Insurance, Management, Sales
Education
Fairleigh Dickinson University 2005 — 2009
Economics
Maxwell Health March 2015 - Present
MetLife December 2013 - March 2015
Lenox Advisors November 2011 - November 2013
Arthur J. Gallagher & Co. August 2009 - November 2011
Skills
Customer Service, Employee Benefits, Insurance, Management, Sales
Education
Fairleigh Dickinson University 2005 — 2009
Economics
Ann Gunst, CFP®'s Lenox Advisors Experience July 2009 - August 2011
Job Certified Financial Planner at Sentinus LLC
Industry Financial Services
Experience
Sentinus LLC February 2015 - Present
Fortune Financial Group, Inc. July 2011 - February 2015
Lenox Advisors July 2009 - August 2011
RMB Capital July 2007 - July 2009
Skills
Certified Financial..., Strategic Financial..., Financial Planners, Personal Financial..., SMSF, Superannuation, Wealth, Finance, Wealth Management..., Small Business, Tax, Wealth Accumulation, Pensions, Financial Advisory, Investments, Income Protection, Estate Planning, Retirement Planning, Financial Planning, Mutual Funds
Education
Indiana University - Kelley School of Business
Bachelor's Degree, Accounting
Sentinus LLC February 2015 - Present
Fortune Financial Group, Inc. July 2011 - February 2015
Lenox Advisors July 2009 - August 2011
RMB Capital July 2007 - July 2009
Skills
Certified Financial..., Strategic Financial..., Financial Planners, Personal Financial..., SMSF, Superannuation, Wealth, Finance, Wealth Management..., Small Business, Tax, Wealth Accumulation, Pensions, Financial Advisory, Investments, Income Protection, Estate Planning, Retirement Planning, Financial Planning, Mutual Funds
Education
Indiana University - Kelley School of Business
Bachelor's Degree, Accounting
Brendan Weyhe Brendan Weyhe's Lenox Advisors Experience September 2014 - June 2015
Job Client Service Associate
Industry Financial Services
Experience
Lenox Advisors September 2014 - June 2015
Lenox Advisors May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Teamwork, Public Speaking, Access, Research, Outlook, Financial Analysis, Market Research
Education
James Madison University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Darien High School 2006 — 2010
Lenox Advisors September 2014 - June 2015
Lenox Advisors May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Teamwork, Public Speaking, Access, Research, Outlook, Financial Analysis, Market Research
Education
James Madison University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Darien High School 2006 — 2010
Daniel Florina Daniel Florina's Lenox Advisors Experience May 2012 - October 2013
Job Deutsche Asset Management DCIO Retirement Specialist Central Region
Industry Financial Services
Experience
Deutsche Asset Management March 2015 - Present
Deutsche Asset Management-Deutsche Bank October 2013 - Present
Lenox Advisors May 2012 - October 2013
ADP August 2011 - April 2012
John Hancock Retirement Plan Services June 2008 - August 2011
Robbins Trading June 2006 - June 2008
Skills
Series 63, Defined Contribution, 401k, Defined Benefit, FINRA, Mutual Funds, ERISA, Fixed Annuities, Retirement, Retirement Plan..., Life Insurance, Retirement Planning, Profit Sharing, Asset Allocation, Business Relationship..., Securities, Relationship Management, Wealth Management, Series 7, FINRA Series 66, Estate Planning, Employee Benefits, Risk Management, Finance, Financial Advisory, Asset Management
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2006
MBA, Finance
Loyola University Chicago 2001 — 2004
BBA, Economics
Driscoll Catholic
Deutsche Asset Management March 2015 - Present
Deutsche Asset Management-Deutsche Bank October 2013 - Present
Lenox Advisors May 2012 - October 2013
ADP August 2011 - April 2012
John Hancock Retirement Plan Services June 2008 - August 2011
Robbins Trading June 2006 - June 2008
Skills
Series 63, Defined Contribution, 401k, Defined Benefit, FINRA, Mutual Funds, ERISA, Fixed Annuities, Retirement, Retirement Plan..., Life Insurance, Retirement Planning, Profit Sharing, Asset Allocation, Business Relationship..., Securities, Relationship Management, Wealth Management, Series 7, FINRA Series 66, Estate Planning, Employee Benefits, Risk Management, Finance, Financial Advisory, Asset Management
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2006
MBA, Finance
Loyola University Chicago 2001 — 2004
BBA, Economics
Driscoll Catholic
Adnan Vandyck's Lenox Advisors Experience April 2015 - Present
Job Senior Finance Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors April 2015 - Present
Lenox Advisors January 2012 - March 2015
Skills
Financial Analysis, Financial Modeling, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Teamwork, Outlook, Data Analysis, Sales, Accounting, Financial Reporting, Finance
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Lenox Advisors April 2015 - Present
Lenox Advisors January 2012 - March 2015
Skills
Financial Analysis, Financial Modeling, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Teamwork, Outlook, Data Analysis, Sales, Accounting, Financial Reporting, Finance
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Accounting
William Vahey William Vahey's Lenox Advisors Experience November 2014 - May 2015
Job Global Equity Portfolio Management at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Lenox Advisors November 2014 - May 2015
Lenox Advisors June 2013 - October 2014
Northwestern Mutual May 2012 - December 2012
Skills
Financial Analysis, Bloomberg Terminal, Research, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Writing, Valuation, DCF Valuation, Spanish, Securities, Team Leadership, Blogging, Real Estate Investor, Life Insurance, Disability Insurance, Long Term Care Insurance, Sales Finance
Education
CFA Institute – 2015 Level II Candidate in the CFA Program
2015 Level II Candidate in the CMT Program
Fordham University 2009 — 2013
Bachelor of Arts (BA), Economics
Ardsley High School 2005 — 2009
Wellington Management June 2015 - Present
Lenox Advisors November 2014 - May 2015
Lenox Advisors June 2013 - October 2014
Northwestern Mutual May 2012 - December 2012
Skills
Financial Analysis, Bloomberg Terminal, Research, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Writing, Valuation, DCF Valuation, Spanish, Securities, Team Leadership, Blogging, Real Estate Investor, Life Insurance, Disability Insurance, Long Term Care Insurance, Sales Finance
Education
CFA Institute – 2015 Level II Candidate in the CFA Program
2015 Level II Candidate in the CMT Program
Fordham University 2009 — 2013
Bachelor of Arts (BA), Economics
Ardsley High School 2005 — 2009
Brittany Gasparino Brittany Gasparino's Lenox Advisors Experience May 2013 - August 2013
Job Account Executive at IN Marketing
Industry Marketing and Advertising
Experience
IN Marketing April 2015 - Present
IN Marketing August 2013 - April 2015
Lenox Advisors May 2013 - August 2013
Eastern Connecticut State University May 2010 - May 2013
Electric Boat May 2012 - August 2012
Skills
Social Media, Microsoft Office, Customer Service, Facebook, Advertising, Marketing Communications, Team Building, Event Planning, Social Media Marketing, Marketing, Social Networking, Higher Education, Budgets, Fundraising, Public Relations, Time Management, PowerPoint, Event Management
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Science, Business Administration; Marketing and Finance
IN Marketing April 2015 - Present
IN Marketing August 2013 - April 2015
Lenox Advisors May 2013 - August 2013
Eastern Connecticut State University May 2010 - May 2013
Electric Boat May 2012 - August 2012
Skills
Social Media, Microsoft Office, Customer Service, Facebook, Advertising, Marketing Communications, Team Building, Event Planning, Social Media Marketing, Marketing, Social Networking, Higher Education, Budgets, Fundraising, Public Relations, Time Management, PowerPoint, Event Management
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Science, Business Administration; Marketing and Finance
Bruce Rubin Bruce Rubin's Lenox Advisors Experience June 2013 - August 2013
Job Private Bank Analyst at JPMorgan Chase & Co.
Industry Higher Education
Experience
JPMorgan Chase & Co. July 2015 - Present
Emory University Goizueta Business School August 2012 - May 2015
JPMorgan Chase May 2014 - August 2014
Lenox Advisors June 2013 - August 2013
Stony Point Marina May 2010 - August 2012
Skills
Analytical Skills, Team Leadership, PowerPoint, Nutrition, Weight Training, Dependable Team Player, Interpersonal Skill, Communication Skills, Risk Management, Lifeguarding, Corporate Finance, Final Cut Pro, Entrepreneurship, Bloomberg Terminal, Asset Management, Microsoft Excel, Data Analysis, Research, Financial Analysis, Public Speaking, Microsoft Word, Social Media, Teamwork, Communication
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, Senior
Wirtschaftsuniversität Wien 2013 — 2013
Clarkstown North
JPMorgan Chase & Co. July 2015 - Present
Emory University Goizueta Business School August 2012 - May 2015
JPMorgan Chase May 2014 - August 2014
Lenox Advisors June 2013 - August 2013
Stony Point Marina May 2010 - August 2012
Skills
Analytical Skills, Team Leadership, PowerPoint, Nutrition, Weight Training, Dependable Team Player, Interpersonal Skill, Communication Skills, Risk Management, Lifeguarding, Corporate Finance, Final Cut Pro, Entrepreneurship, Bloomberg Terminal, Asset Management, Microsoft Excel, Data Analysis, Research, Financial Analysis, Public Speaking, Microsoft Word, Social Media, Teamwork, Communication
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, Senior
Wirtschaftsuniversität Wien 2013 — 2013
Clarkstown North
Georgia Monson Georgia Monson's Lenox Advisors Experience April 2014 - Present
Job Business Management Professional
Industry Consumer Services
Experience
Lenox Advisors April 2014 - Present
Eastern Horizons Coaching LLC January 2010 - Present
Northwestern Mutual July 2007 - April 2014
Calvin T Meineke MD January 2004 - September 2012
Illinois Bone & Joint Institute LLC October 2004 - July 2007
Marvin Tiesenga MD SC January 2002 - October 2004
Northwestern Mutual July 2001 - December 2001
Northwestern Mutual August 2000 - July 2001
Lincoln Financial Advisors February 1998 - August 2000
Prudential Insurance October 1995 - March 1996
Skills
Recruiting and Training, Team / Morale Building, Procedure Development, Process Improvement, Office Systems and..., Coaching, Mentoring, Training, Recruiting, Strategic Planning, Leadership, Management, Organizational..., Employee Benefits, Management Consulting, Employee Relations, Human Resources, Employee Engagement, CRM, Leadership Development, Public Speaking, Staff Development, System Administration, Marketing, Analysis, Operations Management, Risk Management, Project Management, Time Management, Project Planning, Talent Acquisition, Business Coaching, Executive Coaching, Life Coaching, Sales
Education
IPEC 2008 — 2009
Elmhurst College 1994 — 1999
Bachelors of Science, Business Management
Lenox Advisors April 2014 - Present
Eastern Horizons Coaching LLC January 2010 - Present
Northwestern Mutual July 2007 - April 2014
Calvin T Meineke MD January 2004 - September 2012
Illinois Bone & Joint Institute LLC October 2004 - July 2007
Marvin Tiesenga MD SC January 2002 - October 2004
Northwestern Mutual July 2001 - December 2001
Northwestern Mutual August 2000 - July 2001
Lincoln Financial Advisors February 1998 - August 2000
Prudential Insurance October 1995 - March 1996
Skills
Recruiting and Training, Team / Morale Building, Procedure Development, Process Improvement, Office Systems and..., Coaching, Mentoring, Training, Recruiting, Strategic Planning, Leadership, Management, Organizational..., Employee Benefits, Management Consulting, Employee Relations, Human Resources, Employee Engagement, CRM, Leadership Development, Public Speaking, Staff Development, System Administration, Marketing, Analysis, Operations Management, Risk Management, Project Management, Time Management, Project Planning, Talent Acquisition, Business Coaching, Executive Coaching, Life Coaching, Sales
Education
IPEC 2008 — 2009
Elmhurst College 1994 — 1999
Bachelors of Science, Business Management
Nicole Gomez's Lenox Advisors Experience May 2008 - February 2013
Job Office Manager
Industry Financial Services
Experience
1010data February 2013 - Present
Lenox Advisors May 2008 - February 2013
Staten Island University Hospital June 2007 - March 2008
Memorial Sloan Kettering Cancer Center March 2004 - June 2007
Weinrauch Cardiology February 2003 - March 2004
Skills
Management, Training, Outlook, Microsoft Excel, Disability Insurance, Project Management, Insurance, Marketing, Lotus Notes, CRM, Microsoft Word, PowerPoint, Onboarding, Access, Life Insurance, Social Media, Superior Client Service, Process Management, Office Management, Event Planning, Recruiting, Process Improvement, Term Life Insurance, Long Term Care Insurance, Best Practices, Operational Excellence, Office Operations, Contract Negotiation, Contract Management, Construction Management
Education
City University of New York-Brooklyn College 2006 — 2011
BA, Psychology
Kingsborough Community College 2000 — 2002
AA, Liberal Arts
1010data February 2013 - Present
Lenox Advisors May 2008 - February 2013
Staten Island University Hospital June 2007 - March 2008
Memorial Sloan Kettering Cancer Center March 2004 - June 2007
Weinrauch Cardiology February 2003 - March 2004
Skills
Management, Training, Outlook, Microsoft Excel, Disability Insurance, Project Management, Insurance, Marketing, Lotus Notes, CRM, Microsoft Word, PowerPoint, Onboarding, Access, Life Insurance, Social Media, Superior Client Service, Process Management, Office Management, Event Planning, Recruiting, Process Improvement, Term Life Insurance, Long Term Care Insurance, Best Practices, Operational Excellence, Office Operations, Contract Negotiation, Contract Management, Construction Management
Education
City University of New York-Brooklyn College 2006 — 2011
BA, Psychology
Kingsborough Community College 2000 — 2002
AA, Liberal Arts
Britt Szostak, CFP® Britt Szostak, CFP®'s Lenox Advisors Experience June 2005 - Present
Job Managing Director at Lenox Advisors | Insurance | Corporate Benefits | Wealth Management
Industry Financial Services
Experience
Lenox Advisors June 2005 - Present
Cowan Financial Group October 1995 - June 2005
Education
George Mason University 1993 — 1995
BA
The American University of Paris 1990 — 1992
W.T. Woodson High School 1989 — 1990
Lenox Advisors June 2005 - Present
Cowan Financial Group October 1995 - June 2005
Education
George Mason University 1993 — 1995
BA
The American University of Paris 1990 — 1992
W.T. Woodson High School 1989 — 1990
Brett Norton Brett Norton's Lenox Advisors Experience February 2015 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2015 - Present
Northwestern Mutual December 2013 - December 2014
UBS Financial Services, The Abrams Group Inc May 2012 - August 2012
White Plains Marble June 2008 - August 2011
Retriever Medical/Dental Payments, Inc May 2011 - June 2011
Skills
Retirement Planning, Retirement Savings, Savings, Finance, Analysis, Economics, Management, Political Science, Access
Education
Gettysburg College
Bachelor of Arts (BA), Business and Political Science
Horace Greeley
Bachelor of Arts (BA), Political Science and Business
St. Davids
Lenox Advisors February 2015 - Present
Northwestern Mutual December 2013 - December 2014
UBS Financial Services, The Abrams Group Inc May 2012 - August 2012
White Plains Marble June 2008 - August 2011
Retriever Medical/Dental Payments, Inc May 2011 - June 2011
Skills
Retirement Planning, Retirement Savings, Savings, Finance, Analysis, Economics, Management, Political Science, Access
Education
Gettysburg College
Bachelor of Arts (BA), Business and Political Science
Horace Greeley
Bachelor of Arts (BA), Political Science and Business
St. Davids
Gregory Olsen, CFP, AIF Gregory Olsen, CFP, AIF's Lenox Advisors Experience May 2005 - Present
Job Partner at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors May 2005 - Present
Champion System - Stan's NoTubes Pro Cycling Team November 2011 - Present
Cowan Financial Group June 1991 - April 2005
Skills
Management, Small Business, Business Strategy, Integrated Marketing
Education
Binghamton University 1987 — 1991
BA, Psychology
Lenox Advisors May 2005 - Present
Champion System - Stan's NoTubes Pro Cycling Team November 2011 - Present
Cowan Financial Group June 1991 - April 2005
Skills
Management, Small Business, Business Strategy, Integrated Marketing
Education
Binghamton University 1987 — 1991
BA, Psychology
Doni Jantzen Doni Jantzen's Lenox Advisors Experience August 2007 - October 2008
Job Gwynnie Bee
Industry Internet
Experience
Gwynnie Bee March 2013 - Present
Clearview Capital Management LLC September 2010 - February 2013
The Meltzer Group October 2008 - September 2010
Lenox Advisors August 2007 - October 2008
Education
Hofstra University 2003 — 2007
BA
Gwynnie Bee March 2013 - Present
Clearview Capital Management LLC September 2010 - February 2013
The Meltzer Group October 2008 - September 2010
Lenox Advisors August 2007 - October 2008
Education
Hofstra University 2003 — 2007
BA
Nicholas D'Amico Nicholas D'Amico's Lenox Advisors Experience September 2009 - June 2010
Job Client Support Analyst at Principia Partners
Industry Financial Services
Experience
Principia Partners February 2011 - Present
Lenox Advisors September 2009 - June 2010
Robeco Investment Management May 2005 - June 2008
Robeco Investment Management September 2003 - May 2005
Robeco Investment Management April 2001 - September 2003
Bear Stearns Asset Management June 2000 - April 2001
Skills
Fixed Income, Portfolio Management, Finance, Investments, Derivatives, Trading, Asset Management, Securities, Asset Allocation, Hedging, Structured Products, Market Data, Risk Management, Management, Financial Analysis, Hedge Funds, Asset Managment
Education
Cornell University 1996 — 2000
BS, Business Management and Marketing
Principia Partners February 2011 - Present
Lenox Advisors September 2009 - June 2010
Robeco Investment Management May 2005 - June 2008
Robeco Investment Management September 2003 - May 2005
Robeco Investment Management April 2001 - September 2003
Bear Stearns Asset Management June 2000 - April 2001
Skills
Fixed Income, Portfolio Management, Finance, Investments, Derivatives, Trading, Asset Management, Securities, Asset Allocation, Hedging, Structured Products, Market Data, Risk Management, Management, Financial Analysis, Hedge Funds, Asset Managment
Education
Cornell University 1996 — 2000
BS, Business Management and Marketing
Avilia Guardiola's Lenox Advisors Experience August 2009 - March 2010
Job Assistant Director at Sponsors for Educational Opportunity
Industry Investment Banking
Experience
Sponsors for Educational Opportunity September 2011 - Present
Bank of America Merrill Lynch February 2010 - August 2011
Lenox Advisors August 2009 - March 2010
Banc of America SecuritiesNEw June 2008 - May 2009
UBS June 2007 - August 2007
Skills
Capital Markets, Financial Modeling, Series 7, PowerPoint, Excel, Microsoft Excel, Financial Services, Recruiting, Talent Management, Series 63, Investment Banking, Financial Analysis, Finance, Bloomberg, Economics, Valuation, Leadership
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2004 — 2008
B.S., Economics
Sponsors for Educational Opportunity September 2011 - Present
Bank of America Merrill Lynch February 2010 - August 2011
Lenox Advisors August 2009 - March 2010
Banc of America SecuritiesNEw June 2008 - May 2009
UBS June 2007 - August 2007
Skills
Capital Markets, Financial Modeling, Series 7, PowerPoint, Excel, Microsoft Excel, Financial Services, Recruiting, Talent Management, Series 63, Investment Banking, Financial Analysis, Finance, Bloomberg, Economics, Valuation, Leadership
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2004 — 2008
B.S., Economics
Matthew Gingerich's Lenox Advisors Experience 2007 - 2007
Job Sales Leader at SiriusDecisions
Industry Information Services
Experience
SiriusDecisions April 2013 - Present
SiriusDecisions April 2012 - April 2013
SiriusDecisions April 2011 - April 2012
SiriusDecisions, Inc. April 2010 - April 2011
SiriusDecisions, Inc. 2007 - April 2010
New England Financial August 2005 - June 2007
Lenox Advisors 2007 - 2007
Solimar International 2003 - 2005
Skills
Account Management, B2B, Thought Leadership, B2B Marketing, Customer Relations, Complex Enterprise Sales, Consultative Selling, Sales Management, Direct Sales, Sales Process, CRM, Email Marketing, Selling, Enterprise Software, Business Development, Channel Partners, Sales Operations, Customer Service, Marketing Strategy, Marketing, Sales, Strategy, Demand Generation, Lead Generation, Product Marketing
Education
American University - Kogod School of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Universidad Alcala de Heneres 2002 — 2002
Sociology, History of Spain, European Union
Central York Highschool
SiriusDecisions April 2013 - Present
SiriusDecisions April 2012 - April 2013
SiriusDecisions April 2011 - April 2012
SiriusDecisions, Inc. April 2010 - April 2011
SiriusDecisions, Inc. 2007 - April 2010
New England Financial August 2005 - June 2007
Lenox Advisors 2007 - 2007
Solimar International 2003 - 2005
Skills
Account Management, B2B, Thought Leadership, B2B Marketing, Customer Relations, Complex Enterprise Sales, Consultative Selling, Sales Management, Direct Sales, Sales Process, CRM, Email Marketing, Selling, Enterprise Software, Business Development, Channel Partners, Sales Operations, Customer Service, Marketing Strategy, Marketing, Sales, Strategy, Demand Generation, Lead Generation, Product Marketing
Education
American University - Kogod School of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Universidad Alcala de Heneres 2002 — 2002
Sociology, History of Spain, European Union
Central York Highschool
Paul Felix, ChFC Paul Felix, ChFC's Lenox Advisors Experience July 2009 - Present
Job Senior Vice President at Lenox Advisors | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors July 2009 - Present
AXA Advisors 2002 - June 2009
Momentum Securities February 2001 - March 2002
PricewaterhouseCoopers Limited September 1998 - January 2001
Education
Connecticut College
B.A., History, Economics
Robert Louis Stevenson High School
Lenox Advisors July 2009 - Present
AXA Advisors 2002 - June 2009
Momentum Securities February 2001 - March 2002
PricewaterhouseCoopers Limited September 1998 - January 2001
Education
Connecticut College
B.A., History, Economics
Robert Louis Stevenson High School
Jillian Ozkara's Lenox Advisors Experience May 2012 - July 2013
Job Investment Planning & Sales
Industry Financial Services
Experience
Northwestern Mutual March 2014 - Present
Northwestern Mutual September 2013 - March 2014
Lenox Advisors May 2012 - July 2013
Colbeck Capital Management, LLC October 2010 - May 2012
Skills
Management, Microsoft Office, Financial Modeling, Finance, PowerPoint, Microsoft Word, Microsoft Excel, Creative Writing, Copy Editing, Adobe Creative Suite, Investments, Event Planning, Customer Service, Morningstar, Adobe Acrobat, Financial Planning, Financial Analysis, Capital IQ, Bloomberg Software
Education
Columbia University in the City of New York 2010 — 2014
MS, Strategic (Corporate) Communications
State University of New York Empire State College 2009 — 2011
MBA, Business Administration
University at Albany, SUNY 2002 — 2006
BS, Business Administration
Northwestern Mutual March 2014 - Present
Northwestern Mutual September 2013 - March 2014
Lenox Advisors May 2012 - July 2013
Colbeck Capital Management, LLC October 2010 - May 2012
Skills
Management, Microsoft Office, Financial Modeling, Finance, PowerPoint, Microsoft Word, Microsoft Excel, Creative Writing, Copy Editing, Adobe Creative Suite, Investments, Event Planning, Customer Service, Morningstar, Adobe Acrobat, Financial Planning, Financial Analysis, Capital IQ, Bloomberg Software
Education
Columbia University in the City of New York 2010 — 2014
MS, Strategic (Corporate) Communications
State University of New York Empire State College 2009 — 2011
MBA, Business Administration
University at Albany, SUNY 2002 — 2006
BS, Business Administration
Mary Ellen Hancock Mary Ellen Hancock's Lenox Advisors Experience December 2012 - March 2014
Job Vice President, Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2014 - Present
Lenox Advisors December 2012 - March 2014
Brinton Eaton Wealth Advisors April 2011 - November 2012
Wachovia, A Wells Fargo Company December 2006 - April 2011
Wachovia Securities, LLC September 2001 - December 2006
Wachovia, A Wells Fargo Company October 1998 - September 2001
Skills
Strategic Financial..., Financial Analysis, Series 7, Estate Planning, Financial Services, Mutual Funds, Retirement Planning, Investments, High Net Worth..., Financial Advisory, Insurance, Tax, Wealth Management, Asset Allocation, Microsoft Excel, Income Tax, Investment Advisory, Cash Flow, Wealth, Analysis, Tax Returns, Investment Strategies, Finance, Trust Services, CRM, Wealth Management..., Financial Planners, Investment Management
Education
Fairleigh Dickinson University 2007 — 2013
Masters of Taxation
Fairleigh Dickinson University 2001 — 2003
CFP Certification, Financial Planning
Montclair State University 1987 — 1994
BS, Marketing & Management
PNC Wealth Management March 2014 - Present
Lenox Advisors December 2012 - March 2014
Brinton Eaton Wealth Advisors April 2011 - November 2012
Wachovia, A Wells Fargo Company December 2006 - April 2011
Wachovia Securities, LLC September 2001 - December 2006
Wachovia, A Wells Fargo Company October 1998 - September 2001
Skills
Strategic Financial..., Financial Analysis, Series 7, Estate Planning, Financial Services, Mutual Funds, Retirement Planning, Investments, High Net Worth..., Financial Advisory, Insurance, Tax, Wealth Management, Asset Allocation, Microsoft Excel, Income Tax, Investment Advisory, Cash Flow, Wealth, Analysis, Tax Returns, Investment Strategies, Finance, Trust Services, CRM, Wealth Management..., Financial Planners, Investment Management
Education
Fairleigh Dickinson University 2007 — 2013
Masters of Taxation
Fairleigh Dickinson University 2001 — 2003
CFP Certification, Financial Planning
Montclair State University 1987 — 1994
BS, Marketing & Management
Rick Van Benschoten, CFP® Rick Van Benschoten, CFP®'s Lenox Advisors Experience 1994 - Present
Job Managing Partner at Lenox Advisors | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors 1994 - Present
Education
New York University 1988 — 1992
MS, Real Estate Development
Lehigh University 1984 — 1987
BS, Finance
Lenox Advisors 1994 - Present
Education
New York University 1988 — 1992
MS, Real Estate Development
Lehigh University 1984 — 1987
BS, Finance
Deanna Cuccia Deanna Cuccia's Lenox Advisors Experience October 2011 - October 2014
Job Skillcapital
Industry Financial Services
Experience
Lenox Advisors October 2011 - October 2014
Givaudan January 2011 - October 2011
LexisNexis June 2009 - July 2010
Alloy Media + Marketing May 2008 - October 2008
SelectLeaders October 2006 - January 2008
UnitedHealth Group June 2003 - October 2006
Merrill Lynch August 2001 - July 2002
Health Products Research May 2000 - July 2001
Skills
Word, Excel, Outlook, PowerPoint, Microsoft Office, Account Management, Customer Service, Insurance, Social Media, Event Planning, Market Research, Event Management, Budgeting, Research, Employee Benefits, Microsoft Word, Microsoft Excel, Sales Operations, Sales Management, Marketing, Management, Leadership, Time Management, Sales, Social Networking, Strategic Planning, Social Media Marketing
Education
City University of New York 2008 — 2016
BA
Raritan Valley Community College 2005 — 2008
Associate of Arts and Sciences (AAS)
Hunterdon Central Regional High School 1994 — 1998
Diploma
Lenox Advisors October 2011 - October 2014
Givaudan January 2011 - October 2011
LexisNexis June 2009 - July 2010
Alloy Media + Marketing May 2008 - October 2008
SelectLeaders October 2006 - January 2008
UnitedHealth Group June 2003 - October 2006
Merrill Lynch August 2001 - July 2002
Health Products Research May 2000 - July 2001
Skills
Word, Excel, Outlook, PowerPoint, Microsoft Office, Account Management, Customer Service, Insurance, Social Media, Event Planning, Market Research, Event Management, Budgeting, Research, Employee Benefits, Microsoft Word, Microsoft Excel, Sales Operations, Sales Management, Marketing, Management, Leadership, Time Management, Sales, Social Networking, Strategic Planning, Social Media Marketing
Education
City University of New York 2008 — 2016
BA
Raritan Valley Community College 2005 — 2008
Associate of Arts and Sciences (AAS)
Hunterdon Central Regional High School 1994 — 1998
Diploma
Jennifer (Graham) Bartone's Lenox Advisors Experience October 2014 - Present
Job Talent Acquisition Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors October 2014 - Present
Howard Sloan Professional Search January 2011 - September 2014
Major, Lindsey & Africa March 2010 - December 2010
Howard Sloan Professional Search September 2007 - March 2010
Conduit Recruiting Corp September 2004 - September 2007
Raup & Wiley, Attorneys At Law August 2003 - April 2004
Skills
Candidate Generation, Policy, Professional Services, Recruitment Training, Coaching, Recruiting, Executive Search, Interviews, Corporate Law, Career Counseling, New Business Development, Talent Acquisition, Human Resources, Search, Applicant Tracking..., Benefits Negotiation, Sourcing, Screening Resumes, Temporary Placement, Permanent Placement, Staffing Services, Technical Recruiting, Employment Law, Contract Recruitment, Internet Recruiting, Hiring, Temporary Staffing, Cold Calling, Screening
Education
Lycoming College 1999 — 2003
Bachelor of Arts, Communication; Media Writing; Legal Studies
Lenox Advisors October 2014 - Present
Howard Sloan Professional Search January 2011 - September 2014
Major, Lindsey & Africa March 2010 - December 2010
Howard Sloan Professional Search September 2007 - March 2010
Conduit Recruiting Corp September 2004 - September 2007
Raup & Wiley, Attorneys At Law August 2003 - April 2004
Skills
Candidate Generation, Policy, Professional Services, Recruitment Training, Coaching, Recruiting, Executive Search, Interviews, Corporate Law, Career Counseling, New Business Development, Talent Acquisition, Human Resources, Search, Applicant Tracking..., Benefits Negotiation, Sourcing, Screening Resumes, Temporary Placement, Permanent Placement, Staffing Services, Technical Recruiting, Employment Law, Contract Recruitment, Internet Recruiting, Hiring, Temporary Staffing, Cold Calling, Screening
Education
Lycoming College 1999 — 2003
Bachelor of Arts, Communication; Media Writing; Legal Studies
Alyssa Kasanoff's Lenox Advisors Experience May 2012 - August 2012
Job Partner Success Associate at eSpark Learning
Industry E-Learning
Experience
eSpark Learning July 2015 - Present
TeacherSpaceNY June 2014 - Present
Teach For America September 2013 - Present
Hamilton College- Student Employment Office November 2010 - June 2013
Lenox Advisors May 2012 - August 2012
Westport Resources June 2011 - August 2011
Flander's Real Estate June 2010 - August 2010
Skills
MS Office Suite, Bloomberg Terminal, Citrix, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Sales, Bloomberg, Community Outreach, Microsoft Office
Education
City University of New York-Hunter College 2013 — 2015
Master's Degree, Special Education, 4.0/4.0
Hamilton College 2010 — 2013
Bachelor of Arts (B.A.), Science and Society
Miss Porter's School 2007 — 2009
eSpark Learning July 2015 - Present
TeacherSpaceNY June 2014 - Present
Teach For America September 2013 - Present
Hamilton College- Student Employment Office November 2010 - June 2013
Lenox Advisors May 2012 - August 2012
Westport Resources June 2011 - August 2011
Flander's Real Estate June 2010 - August 2010
Skills
MS Office Suite, Bloomberg Terminal, Citrix, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Sales, Bloomberg, Community Outreach, Microsoft Office
Education
City University of New York-Hunter College 2013 — 2015
Master's Degree, Special Education, 4.0/4.0
Hamilton College 2010 — 2013
Bachelor of Arts (B.A.), Science and Society
Miss Porter's School 2007 — 2009
Chase Golomb Chase Golomb's Lenox Advisors Experience January 2012 - Present
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2012 - Present
Northwestern Mutual January 2008 - January 2012
Laidlaw & Co. Ltd. September 2007 - November 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Asset Management, Series 6, Series 63, Disability Insurance, Life Insurance, Group Benefit Plans
Education
Fordham University 2004 — 2008
BS, Business Administration
Governor Livingston High School 2000 — 2004
Lenox Advisors January 2012 - Present
Northwestern Mutual January 2008 - January 2012
Laidlaw & Co. Ltd. September 2007 - November 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Asset Management, Series 6, Series 63, Disability Insurance, Life Insurance, Group Benefit Plans
Education
Fordham University 2004 — 2008
BS, Business Administration
Governor Livingston High School 2000 — 2004
John P. Lepore, MBA's Lenox Advisors Experience August 2010 - Present
Job Vice President at Lenox Advisors / Wealth Mgmt / Insurance / Group Benefits
Industry Financial Services
Experience
Lenox Advisors August 2010 - Present
AXA Advisors July 2008 - August 2010
JPMorgan Chase November 1995 - April 2008
Skills
Retirement Planning, Securities, Asset Managment, Bonds, Hedge Funds, Estate Planning, Risk Management, Wealth, Credit Derivatives, Interest Rate..., Insurance, Finance, Financial Planners, Equities, Employee Benefits, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Certificate in Retirement Planning
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Manhattan College
BS, Finance
Lenox Advisors August 2010 - Present
AXA Advisors July 2008 - August 2010
JPMorgan Chase November 1995 - April 2008
Skills
Retirement Planning, Securities, Asset Managment, Bonds, Hedge Funds, Estate Planning, Risk Management, Wealth, Credit Derivatives, Interest Rate..., Insurance, Finance, Financial Planners, Equities, Employee Benefits, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Certificate in Retirement Planning
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Manhattan College
BS, Finance
Joseph Hanson's Lenox Advisors Experience March 2008 - February 2011
Job Partner at 4Squared Group, Inc.
Industry Financial Services
Experience
4-Squared Group, Inc. July 2013 - Present
Independent Financial Consultant March 2011 - Present
Lenox Advisors March 2008 - February 2011
Northwestern Mutual Financial Network September 2007 - March 2008
Informa Healthcare April 2007 - September 2007
Demos Medical Publishing March 2006 - March 2007
McGraw-Hill Higher Education January 2000 - January 2005
Mayfield Publishing Company August 1996 - December 1999
Mayfield Publishing Company August 1991 - August 1996
Skills
Mergers, Investments, Publishing, Social Media, Asset Management, Strategic Planning, Start-ups, Asset Managment, Insurance, Business Development, Financial Services, Financial Modeling, Due Diligence, Strategic Financial..., Estate Planning, Mergers & Acquisitions, Financial Analysis, Contract Negotiation, Leadership, Management, Budgets, Marketing, Finance, Analysis, Risk Management, Life Insurance, Sales, Portfolio Management, Strategy
Education
Adelphi University 2002 — 2004
MBA
University of Michigan 1985 — 1990
AB
Ishpeming High School
4-Squared Group, Inc. July 2013 - Present
Independent Financial Consultant March 2011 - Present
Lenox Advisors March 2008 - February 2011
Northwestern Mutual Financial Network September 2007 - March 2008
Informa Healthcare April 2007 - September 2007
Demos Medical Publishing March 2006 - March 2007
McGraw-Hill Higher Education January 2000 - January 2005
Mayfield Publishing Company August 1996 - December 1999
Mayfield Publishing Company August 1991 - August 1996
Skills
Mergers, Investments, Publishing, Social Media, Asset Management, Strategic Planning, Start-ups, Asset Managment, Insurance, Business Development, Financial Services, Financial Modeling, Due Diligence, Strategic Financial..., Estate Planning, Mergers & Acquisitions, Financial Analysis, Contract Negotiation, Leadership, Management, Budgets, Marketing, Finance, Analysis, Risk Management, Life Insurance, Sales, Portfolio Management, Strategy
Education
Adelphi University 2002 — 2004
MBA
University of Michigan 1985 — 1990
AB
Ishpeming High School
Dan Kahn's Lenox Advisors Experience December 2008 - May 2009
Job Vice President of Charter Sales at ExcelAire, LLC
Industry Leisure, Travel & Tourism
Experience
ExcelAire LLC June 2013 - Present
Jet Charter Now September 2011 - Present
Richmor Aviation, Inc. January 2011 - June 2013
Lenox Advisors December 2008 - May 2009
Financial Access Corporation May 1990 - December 2008
Skills
Aviation Industry, Aviation, Aircraft Management, Aircraft, Business Aviation, Flight Dispatch, Direct Sales, Sales Management, Sales Operations, Selling Skills, Product Marketing, Marketing Management, Purchasing Negotiation, Flights, Charter, Entrepreneurship, Sales, Business Travel, Airports, Airlines, Customer Service, Travel Management, Tourism, International Sales, Commercial Aviation, Flight Safety, Flight Planning, Transportation, Program Management, Management, Aircraft Maintenance, Business Planning, Aerospace, Civil Aviation, Executive Management, Human Factors, Operations Management, Avionics, Airworthiness, Leadership
Education
Bryant University 1986 — 1990
BS, Management, Entrepreneurship
NFA 1982 — 1986
ExcelAire LLC June 2013 - Present
Jet Charter Now September 2011 - Present
Richmor Aviation, Inc. January 2011 - June 2013
Lenox Advisors December 2008 - May 2009
Financial Access Corporation May 1990 - December 2008
Skills
Aviation Industry, Aviation, Aircraft Management, Aircraft, Business Aviation, Flight Dispatch, Direct Sales, Sales Management, Sales Operations, Selling Skills, Product Marketing, Marketing Management, Purchasing Negotiation, Flights, Charter, Entrepreneurship, Sales, Business Travel, Airports, Airlines, Customer Service, Travel Management, Tourism, International Sales, Commercial Aviation, Flight Safety, Flight Planning, Transportation, Program Management, Management, Aircraft Maintenance, Business Planning, Aerospace, Civil Aviation, Executive Management, Human Factors, Operations Management, Avionics, Airworthiness, Leadership
Education
Bryant University 1986 — 1990
BS, Management, Entrepreneurship
NFA 1982 — 1986
Melissa Dziemian's Lenox Advisors Experience April 2015 - Present
Job Brand and Creative Manager at Lenox Advisors
Industry Design
Experience
Lenox Advisors April 2015 - Present
Lenox Advisors May 2011 - Present
Quinn Fable Advertising September 2007 - May 2011
Leblon November 2006 - September 2007
Berlin Cameron United May 2006 - November 2006
Kenneth Cole Productions January 2006 - May 2006
Skills
Marketing Communications, Advertising, Graphic Design, Adobe Creative Suite, Creative Solutions, Dependable Team Player
Education
Fashion Institute of Technology 2003 — 2007
Bachelors of Fine Arts, Advertising Design
Art Institute of Philadelphia 2000 — 2002
Assoc, Graphic Design
LVR
School of Visual Arts
Lenox Advisors April 2015 - Present
Lenox Advisors May 2011 - Present
Quinn Fable Advertising September 2007 - May 2011
Leblon November 2006 - September 2007
Berlin Cameron United May 2006 - November 2006
Kenneth Cole Productions January 2006 - May 2006
Skills
Marketing Communications, Advertising, Graphic Design, Adobe Creative Suite, Creative Solutions, Dependable Team Player
Education
Fashion Institute of Technology 2003 — 2007
Bachelors of Fine Arts, Advertising Design
Art Institute of Philadelphia 2000 — 2002
Assoc, Graphic Design
LVR
School of Visual Arts
Robert Segall, JD,CFS,CLTC's Lenox Advisors Experience January 2013 - Present
Job Senior Vice President / Relationship Manager at a Wealth Advisory/Financial and Estate Planning Firm
Industry Financial Services
Experience
Lenox Advisors January 2013 - Present
St. George Financial Partners January 2005 - December 2012
Cowan Financial Group 1997 - 2005
Ohrenstein & Brown June 1994 - June 1995
Lester Schwab Katz & Dwyer 1992 - 1994
Skills
Investments, Strategic Financial..., Estate Planning, Portfolio Management, Retirement Planning, Securities, Wealth Management, Asset Management, Equities, Risk Management, Small Business, Asset Allocation, 401k, Financial Services, Capital Markets, Asset Managment, Mutual Funds
Education
Brooklyn Law School 1988 — 1991
JD
State University of New York at Albany 1984 — 1988
Bachelor of Arts (B.A.), Communications
Lenox Advisors January 2013 - Present
St. George Financial Partners January 2005 - December 2012
Cowan Financial Group 1997 - 2005
Ohrenstein & Brown June 1994 - June 1995
Lester Schwab Katz & Dwyer 1992 - 1994
Skills
Investments, Strategic Financial..., Estate Planning, Portfolio Management, Retirement Planning, Securities, Wealth Management, Asset Management, Equities, Risk Management, Small Business, Asset Allocation, 401k, Financial Services, Capital Markets, Asset Managment, Mutual Funds
Education
Brooklyn Law School 1988 — 1991
JD
State University of New York at Albany 1984 — 1988
Bachelor of Arts (B.A.), Communications
Angie LeMar's Lenox Advisors Experience August 2004 - May 2014
Job Managing Director, Lenox Advisors, Inc.
Industry Insurance
Experience
Lenox Advisors August 2004 - May 2014
Skills
Long-term Care, Employee Benefits, Disability Insurance, Insurance, Corporate Benefits, COBRA, Life Insurance, Benefits Administration, Retirement Planning, Brokers, Health Insurance, Retirement, 401k, Term Life Insurance, Underwriting, Health Savings Accounts, Wealth Management
Education
Luther College 1991 — 1995
Lenox Advisors August 2004 - May 2014
Skills
Long-term Care, Employee Benefits, Disability Insurance, Insurance, Corporate Benefits, COBRA, Life Insurance, Benefits Administration, Retirement Planning, Brokers, Health Insurance, Retirement, 401k, Term Life Insurance, Underwriting, Health Savings Accounts, Wealth Management
Education
Luther College 1991 — 1995
Richard Singer's Lenox Advisors Experience February 2012 - Present
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2012 - Present
Northwestern Mutual February 2010 - February 2012
The Opus Group® May 2001 - January 2010
Western Queens Community Hospital 1992 - 2001
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance
Columbia University Mailman School of Public Health 1993 — 1995
Master of Public Health (M.P.H.)
Boston University School of Law 1988 — 1991
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
Bachelor of Business Administration (BBA)
Woodmere Academy 1980 — 1984
Lenox Advisors February 2012 - Present
Northwestern Mutual February 2010 - February 2012
The Opus Group® May 2001 - January 2010
Western Queens Community Hospital 1992 - 2001
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance
Columbia University Mailman School of Public Health 1993 — 1995
Master of Public Health (M.P.H.)
Boston University School of Law 1988 — 1991
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
Bachelor of Business Administration (BBA)
Woodmere Academy 1980 — 1984
Raymond L. Loving, JD's Lenox Advisors Experience November 2012 - May 2013
Job Attorney
Industry Financial Services
Experience
Lenox Advisors November 2012 - May 2013
AXA-EQUITABLE July 2011 - December 2012
Raymond L. Loving, Attorney at Law January 1996 - April 2011
Education
Brooklyn Law School 1982 — 1985
1985
Wesleyan University 1979 — 1981
BA, American Studies
Lenox Advisors November 2012 - May 2013
AXA-EQUITABLE July 2011 - December 2012
Raymond L. Loving, Attorney at Law January 1996 - April 2011
Education
Brooklyn Law School 1982 — 1985
1985
Wesleyan University 1979 — 1981
BA, American Studies
Stephen Seligman's Lenox Advisors Experience January 2010 - Present
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2010 - Present
Lenox Advisors July 2007 - Present
Wealth Advisory Group 2000 - 2007
Skills
Retirement Planning, Wealth Management, Asset Management, Investments, Estate Planning, Insurance, Securities, Employee Benefits, Small Business, Risk Management, Finance, Asset Allocation, Private Equity
Education
Ithaca College 1988 — 1992
Lenox Advisors January 2010 - Present
Lenox Advisors July 2007 - Present
Wealth Advisory Group 2000 - 2007
Skills
Retirement Planning, Wealth Management, Asset Management, Investments, Estate Planning, Insurance, Securities, Employee Benefits, Small Business, Risk Management, Finance, Asset Allocation, Private Equity
Education
Ithaca College 1988 — 1992
Aaron Harter's Lenox Advisors Experience 2007 - 2007
Job Media Operations Specialist at QuigleySimpson
Industry Insurance
Experience
Quigley-Simpson February 2015 - Present
Leal Associates, Inc. July 2013 - December 2014
Hutto Independent School District August 2012 - June 2013
United Independent School District October 2010 - June 2012
Crosstown Tees April 2009 - October 2010
Sheridan Road Capital January 2008 - April 2009
Lenox Advisors 2007 - 2007
Skills
Financial Analysis, Leadership, Social Media, Investments, Financial Modeling, Strategy
Education
Loyola University Chicago 2004 — 2008
BBA, Finance, Economics
Quigley-Simpson February 2015 - Present
Leal Associates, Inc. July 2013 - December 2014
Hutto Independent School District August 2012 - June 2013
United Independent School District October 2010 - June 2012
Crosstown Tees April 2009 - October 2010
Sheridan Road Capital January 2008 - April 2009
Lenox Advisors 2007 - 2007
Skills
Financial Analysis, Leadership, Social Media, Investments, Financial Modeling, Strategy
Education
Loyola University Chicago 2004 — 2008
BBA, Finance, Economics
Adam Wasserman's Lenox Advisors Experience February 2009 - October 2010
Job Registered Representative at State of Israel Bonds
Industry Financial Services
Experience
State of Israel Bonds April 2011 - Present
Blue Star Jets October 2010 - April 2011
Lenox Advisors February 2009 - October 2010
AXA Advisors September 2007 - January 2009
Jeffrey S. Wasserman Attorney at Law 2004 - 2005
Skills
Investments, Securities, Asset Management, Portfolio Management, Insurance, Financial Services, Disability Insurance, Finance, Long-term Care, Financial Risk, Financial Advisory, Series 7, Fixed Income, Equities, Alternative Investments, Asset Managment, Financial Modeling, Mutual Funds, Series 63, Wealth Management
Education
State University of New York at Binghamton 2004 — 2007
Bachelors, History
Charles University in Prague 2006 — 2006
Half Hollow Hills High School East 2000 — 2003
State of Israel Bonds April 2011 - Present
Blue Star Jets October 2010 - April 2011
Lenox Advisors February 2009 - October 2010
AXA Advisors September 2007 - January 2009
Jeffrey S. Wasserman Attorney at Law 2004 - 2005
Skills
Investments, Securities, Asset Management, Portfolio Management, Insurance, Financial Services, Disability Insurance, Finance, Long-term Care, Financial Risk, Financial Advisory, Series 7, Fixed Income, Equities, Alternative Investments, Asset Managment, Financial Modeling, Mutual Funds, Series 63, Wealth Management
Education
State University of New York at Binghamton 2004 — 2007
Bachelors, History
Charles University in Prague 2006 — 2006
Half Hollow Hills High School East 2000 — 2003
Matthew Mattice's Lenox Advisors Experience June 2015 - Present
Job Vice President, Sales & Corporate Executive Benefits at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2015 - Present
Lenox Advisors March 2014 - May 2015
Lenox Advisors January 2011 - February 2014
Lenox Advisors, Inc. December 2007 - December 2010
Cowan Financial Group June 2006 - December 2007
Skills
Languages, Excel, PowerPoint, Access, Outlook, Mosaic, Word, Adobe Acrobat, Pagemaker, Economics, Financial Planning, Insurance, Long Term Care, Disability Insurance, Estate Planning, Risk Management, Microsoft Office, Retirement Planning, Asset Management, Finance, Employee Benefits, Securities, Financial Planners, Asset Allocation, Long-term Care, Mutual Funds, Series 7, Strategic Financial..., Series 63, Life Insurance, Microsoft Excel, Microsoft Word, Investments, Wealth Management, Financial Services
Education
Clark University 2002 — 2006
Bachelor of Arts, Management & Economics
Burnt Hills-Ballston Lake High School 1998 — 2002
Lenox Advisors June 2015 - Present
Lenox Advisors March 2014 - May 2015
Lenox Advisors January 2011 - February 2014
Lenox Advisors, Inc. December 2007 - December 2010
Cowan Financial Group June 2006 - December 2007
Skills
Languages, Excel, PowerPoint, Access, Outlook, Mosaic, Word, Adobe Acrobat, Pagemaker, Economics, Financial Planning, Insurance, Long Term Care, Disability Insurance, Estate Planning, Risk Management, Microsoft Office, Retirement Planning, Asset Management, Finance, Employee Benefits, Securities, Financial Planners, Asset Allocation, Long-term Care, Mutual Funds, Series 7, Strategic Financial..., Series 63, Life Insurance, Microsoft Excel, Microsoft Word, Investments, Wealth Management, Financial Services
Education
Clark University 2002 — 2006
Bachelor of Arts, Management & Economics
Burnt Hills-Ballston Lake High School 1998 — 2002
Julia Tzeng's Lenox Advisors Experience September 2010 - June 2012
Job Senior Consultant at EY
Industry Management Consulting
Experience
EY September 2014 - Present
EY June 2013 - August 2013
Lenox Advisors September 2010 - June 2012
UBS June 2008 - April 2011
Ameriprise Financial September 2007 - June 2008
Skills
Investments, Series 7, Asset Managment, Financial Analysis, Due Diligence, Fixed Income, Bloomberg Terminal, Equities, Asset Management, Leadership, Hedge Funds, Mutual Funds, Strategy
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
EY September 2014 - Present
EY June 2013 - August 2013
Lenox Advisors September 2010 - June 2012
UBS June 2008 - April 2011
Ameriprise Financial September 2007 - June 2008
Skills
Investments, Series 7, Asset Managment, Financial Analysis, Due Diligence, Fixed Income, Bloomberg Terminal, Equities, Asset Management, Leadership, Hedge Funds, Mutual Funds, Strategy
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Tangina Parvez's Lenox Advisors Experience December 2007 - July 2009
Job Marketing Service Representative at Blue Cross Blue Shield of Texas
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas January 2011 - Present
Blue Cross Blue Shield of Texas November 2009 - January 2011
Lenox Advisors December 2007 - July 2009
ALC Environmental, Inc. August 2004 - March 2007
Ruder Finn January 2003 - June 2003
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2004
BBA, International Marketing
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas January 2011 - Present
Blue Cross Blue Shield of Texas November 2009 - January 2011
Lenox Advisors December 2007 - July 2009
ALC Environmental, Inc. August 2004 - March 2007
Ruder Finn January 2003 - June 2003
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2004
BBA, International Marketing
Maria Barksdale's Lenox Advisors Experience December 2013 - Present
Job Client Service Associate at Lenox Advisors
Industry Professional Training & Coaching
Experience
Lenox Advisors December 2013 - Present
Lakeshore December 2011 - June 2014
Creative Organizing September 2008 - December 2011
Ounce of Prevention Fund 2007 - 2008
Governors State University 2005 - 2006
Creative Organizing 1998 - 2005
University of Chicago 1993 - 1998
Skills
Leadership, Community Outreach, Budgets, Training, Non-profits, Program Management, Staff Development, Volunteer Management, Workshop Facilitation, Team Building
Education
Governors State University
MA, Communications & Training
Governors State University
BA, Liberal Arts
Lenox Advisors December 2013 - Present
Lakeshore December 2011 - June 2014
Creative Organizing September 2008 - December 2011
Ounce of Prevention Fund 2007 - 2008
Governors State University 2005 - 2006
Creative Organizing 1998 - 2005
University of Chicago 1993 - 1998
Skills
Leadership, Community Outreach, Budgets, Training, Non-profits, Program Management, Staff Development, Volunteer Management, Workshop Facilitation, Team Building
Education
Governors State University
MA, Communications & Training
Governors State University
BA, Liberal Arts
David Kates's Lenox Advisors Experience March 2005 - Present
Job Managing Director at Lenox Advisors | Wealth Manager | Corporate Executive Benefits
Industry Financial Services
Experience
Lenox Advisors March 2005 - Present
AXA Advisors September 2002 - February 2005
Education
Lehigh University 1988 — 1991
BS, History
Mamaroneck High School 1984 — 1987
Widener University School of Law
Lenox Advisors March 2005 - Present
AXA Advisors September 2002 - February 2005
Education
Lehigh University 1988 — 1991
BS, History
Mamaroneck High School 1984 — 1987
Widener University School of Law
Jannette Fernandez's Lenox Advisors Experience March 2007 - Present
Job Team Support Coordinator, Private Wealth Management at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors March 2007 - Present
Education
Berkeley College
BBA, Business Administration
Lenox Advisors March 2007 - Present
Education
Berkeley College
BBA, Business Administration
Jereme Potvin's Lenox Advisors Experience March 2011 - April 2013
Job Senior Manager, Process Controls at American Express
Industry Financial Services
Experience
American Express April 2013 - Present
Lenox Advisors March 2011 - April 2013
Lenox Advisors December 2008 - March 2011
Lenox Advisors April 2007 - December 2008
Morgan Stanley September 2006 - April 2007
Skills
Mutual Funds, Wealth Management..., Series 7, Asset Management, Process Control, Operational Excellence, Increasing Operational..., Communication Skills, Managing Processes, Managing Workflow, Wealth Management, Management, Finance, Risk Management, Leadership, Strategic Planning
Education
Marist College 2006 — 2010
MBA, Business Administration
Marist College 2002 — 2006
B.A., Communications
American Express April 2013 - Present
Lenox Advisors March 2011 - April 2013
Lenox Advisors December 2008 - March 2011
Lenox Advisors April 2007 - December 2008
Morgan Stanley September 2006 - April 2007
Skills
Mutual Funds, Wealth Management..., Series 7, Asset Management, Process Control, Operational Excellence, Increasing Operational..., Communication Skills, Managing Processes, Managing Workflow, Wealth Management, Management, Finance, Risk Management, Leadership, Strategic Planning
Education
Marist College 2006 — 2010
MBA, Business Administration
Marist College 2002 — 2006
B.A., Communications
Dannette Arezzi's Lenox Advisors Experience September 2006 - September 2008
Job Nurse Manager Support Assistant at VCUHS
Industry Hospital & Health Care
Experience
VCUHS August 2014 - Present
VCUHS October 2013 - August 2014
Liberty Property Trust May 2011 - September 2013
Lenox Advisors September 2006 - September 2008
Skills
Healthcare, Life Coaching, Customer Satisfaction, Career Development..., Organizational..., I/O Psychology, Customer Service, Office Management, Budgets, Outlook
Education
Walden University 2015 — 2018
PhD Psychology, Industrial Organization Psychology - Leadership Development and Coaching
South University 2012 — 2013
Health Services/Allied Health/Health Sciences, General
Walden University 2008 — 2010
Master's (MHA), Healthcare Administration
Berkeley College 2004 — 2007
B.A., Business Management
VCUHS August 2014 - Present
VCUHS October 2013 - August 2014
Liberty Property Trust May 2011 - September 2013
Lenox Advisors September 2006 - September 2008
Skills
Healthcare, Life Coaching, Customer Satisfaction, Career Development..., Organizational..., I/O Psychology, Customer Service, Office Management, Budgets, Outlook
Education
Walden University 2015 — 2018
PhD Psychology, Industrial Organization Psychology - Leadership Development and Coaching
South University 2012 — 2013
Health Services/Allied Health/Health Sciences, General
Walden University 2008 — 2010
Master's (MHA), Healthcare Administration
Berkeley College 2004 — 2007
B.A., Business Management
Elise Dardani's Lenox Advisors Experience May 2008 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors May 2008 - Present
Education
Fairfield University 2003 — 2007
BA, Psychology, Philosophy, Business Management
Lenox Advisors May 2008 - Present
Education
Fairfield University 2003 — 2007
BA, Psychology, Philosophy, Business Management
Ann Rose Tabing's Lenox Advisors Experience December 2009 - Present
Job Sr. Finance Analyst at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors December 2009 - Present
Constellation Energy October 2006 - April 2009
Constellation NewEnergy, Inc. September 2005 - September 2006
Cohen Specialists, LLC January 2005 - August 2005
Education
Binghamton University 1999 — 2003
BS, Financial Economics
Lenox Advisors December 2009 - Present
Constellation Energy October 2006 - April 2009
Constellation NewEnergy, Inc. September 2005 - September 2006
Cohen Specialists, LLC January 2005 - August 2005
Education
Binghamton University 1999 — 2003
BS, Financial Economics
Ryan O'Donnell's Lenox Advisors Experience May 2007 - August 2007
Job Partner US Equity Sales at Autonomous Research
Industry Financial Services
Experience
Autonomous Research LLP August 2014 - Present
Keefe, Bruyette & Woods August 2008 - May 2014
Lenox Advisors May 2007 - August 2007
MassMutual May 2006 - August 2006
Education
Amherst College 2004 — 2008
English
Cathedral High School 2000 — 2004
Autonomous Research LLP August 2014 - Present
Keefe, Bruyette & Woods August 2008 - May 2014
Lenox Advisors May 2007 - August 2007
MassMutual May 2006 - August 2006
Education
Amherst College 2004 — 2008
English
Cathedral High School 2000 — 2004
Stephen Ward, CFA's Lenox Advisors Experience February 2013 - January 2014
Job Group Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America February 2014 - Present
Lenox Advisors February 2013 - January 2014
Northwestern Mutual January 2012 - January 2013
AXA March 2010 - December 2011
Churchill Capital U.S.A. November 2007 - June 2009
Mutual of America June 2000 - November 2007
Education
Bucknell University 1996 — 2000
BA, Management
wilton high school
Mutual of America February 2014 - Present
Lenox Advisors February 2013 - January 2014
Northwestern Mutual January 2012 - January 2013
AXA March 2010 - December 2011
Churchill Capital U.S.A. November 2007 - June 2009
Mutual of America June 2000 - November 2007
Education
Bucknell University 1996 — 2000
BA, Management
wilton high school
Sean Whalen's Lenox Advisors Experience January 2009 - January 2010
Job Financial Services Wholesaler Midwest Regional Director at Cedar Capital
Industry Financial Services
Experience
Good Harbor Financial, LLC June 2013 - Present
Calamos Investments January 2011 - May 2013
Calamos Investments January 2010 - March 2011
Lenox Advisors January 2009 - January 2010
Nativity Preparatory School of New Bedford August 2007 - July 2008
Skills
Investments, Finance, Series 7, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Asset Allocation, Management, Alternative Investments
Education
Marquette University 2003 — 2007
Bachelor of Science, Finance and Real Estate
Good Harbor Financial, LLC June 2013 - Present
Calamos Investments January 2011 - May 2013
Calamos Investments January 2010 - March 2011
Lenox Advisors January 2009 - January 2010
Nativity Preparatory School of New Bedford August 2007 - July 2008
Skills
Investments, Finance, Series 7, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Asset Allocation, Management, Alternative Investments
Education
Marquette University 2003 — 2007
Bachelor of Science, Finance and Real Estate
Joseph Condon, CFP's Lenox Advisors Experience 2003 - Present
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors 2003 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Asset Management, Securities, Finance, Asset Allocation, Estate Planning, Mutual Funds, Uniform Combined State..., Investment Advisory, Series 63, FINRA, Strategic Financial..., Investments, Certified Financial..., Alternative Investments, Disability Insurance
Education
Isenberg School of Management, UMass Amherst 2000 — 2002
Bachelors, Finance and Operations Management
Lenox Advisors 2003 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Asset Management, Securities, Finance, Asset Allocation, Estate Planning, Mutual Funds, Uniform Combined State..., Investment Advisory, Series 63, FINRA, Strategic Financial..., Investments, Certified Financial..., Alternative Investments, Disability Insurance
Education
Isenberg School of Management, UMass Amherst 2000 — 2002
Bachelors, Finance and Operations Management
Corey Peterson, CFP®, EA's Lenox Advisors Experience February 2013 - Present
Job Vice President, Financial Planning for Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2013 - Present
The SAMFund for Young Adult Survivors of Cancer July 2014 - Present
TFC Financial Management November 2009 - August 2012
G.W. & Wade, Inc. May 2006 - November 2009
John Hancock Life Insurance Company (U.S.A.) December 2001 - May 2006
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Investment Strategies, Financial Advisory, Estate Planning, Investments, Financial Planners, Asset Managment, Retirement Planning, Mutual Funds, High Net Worth..., Investment Advisory, Pensions, Employee Benefits, Finance, Personal Financial..., Personal Income Tax...
Education
Suffolk University 1997 — 1999
BS, Psychology
Boston University 2003 — 2005
Certified Financial Planner
Lenox Advisors February 2013 - Present
The SAMFund for Young Adult Survivors of Cancer July 2014 - Present
TFC Financial Management November 2009 - August 2012
G.W. & Wade, Inc. May 2006 - November 2009
John Hancock Life Insurance Company (U.S.A.) December 2001 - May 2006
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Investment Strategies, Financial Advisory, Estate Planning, Investments, Financial Planners, Asset Managment, Retirement Planning, Mutual Funds, High Net Worth..., Investment Advisory, Pensions, Employee Benefits, Finance, Personal Financial..., Personal Income Tax...
Education
Suffolk University 1997 — 1999
BS, Psychology
Boston University 2003 — 2005
Certified Financial Planner
Richard Camerota's Lenox Advisors Experience October 2014 - Present
Job Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors October 2014 - Present
Lenox Advisors November 2013 - October 2014
MassMutual Financial Group September 2012 - November 2013
MassMutual Financial Group March 2011 - June 2012
Skills
Series 7, PowerPoint, Outlook, Microsoft Excel, Investments, Microsoft Office, Equities, Financial Services, Risk Management, Employee Benefits, Finance, Asset Management, Securities
Education
Hofstra University 2007 — 2010
BS, Economics
Lenox Advisors October 2014 - Present
Lenox Advisors November 2013 - October 2014
MassMutual Financial Group September 2012 - November 2013
MassMutual Financial Group March 2011 - June 2012
Skills
Series 7, PowerPoint, Outlook, Microsoft Excel, Investments, Microsoft Office, Equities, Financial Services, Risk Management, Employee Benefits, Finance, Asset Management, Securities
Education
Hofstra University 2007 — 2010
BS, Economics
Paul D. Choi, CFA's Lenox Advisors Experience April 2011 - January 2012
Job Trader
Industry Capital Markets
Experience
HC Technologies, LLC January 2015 - Present
Henning-Carey Trading May 2013 - December 2014
Lenox Wealth Advisors January 2012 - April 2013
Lenox Advisors April 2011 - January 2012
Edison Mission Marketing & Trading 2007 - 2009
Skills
Electricity Markets, Alternative Investments, Commodity Markets, Portfolio Management, Asset Allocation, Bloomberg, Financial Modeling, Natural Gas, Trading, Asset Management, Fixed Income
Education
Cornell University 2003 — 2007
BS, Mechanical Engineering, Business
HC Technologies, LLC January 2015 - Present
Henning-Carey Trading May 2013 - December 2014
Lenox Wealth Advisors January 2012 - April 2013
Lenox Advisors April 2011 - January 2012
Edison Mission Marketing & Trading 2007 - 2009
Skills
Electricity Markets, Alternative Investments, Commodity Markets, Portfolio Management, Asset Allocation, Bloomberg, Financial Modeling, Natural Gas, Trading, Asset Management, Fixed Income
Education
Cornell University 2003 — 2007
BS, Mechanical Engineering, Business
Brian Lu's Lenox Advisors Experience January 2001 - Present
Job Mortgage Specialist at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2001 - Present
Skills
Mortgage Lending, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Insurance, Asset Management, Securities, Finance, Estate Planning, Risk Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lenox Advisors January 2001 - Present
Skills
Mortgage Lending, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Insurance, Asset Management, Securities, Finance, Estate Planning, Risk Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Michele Leonardo's Lenox Advisors Experience June 2012 - September 2013
Job Senior HR Generalist at North American Partners in Anesthesia
Industry Human Resources
Experience
North American Partners in Anesthesia September 2013 - Present
Lenox Advisors June 2012 - September 2013
EMI Music May 2011 - May 2012
Leviton May 2010 - April 2011
Skills
HRIS, Onboarding, Employee Benefits, Personnel Management, Microsoft Excel, Human Resources, Talent Management, Employee Relations, Interviews, Microsoft Office, Recruiting, Benefits Administration
Education
Hofstra University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Management, Psychology
North American Partners in Anesthesia September 2013 - Present
Lenox Advisors June 2012 - September 2013
EMI Music May 2011 - May 2012
Leviton May 2010 - April 2011
Skills
HRIS, Onboarding, Employee Benefits, Personnel Management, Microsoft Excel, Human Resources, Talent Management, Employee Relations, Interviews, Microsoft Office, Recruiting, Benefits Administration
Education
Hofstra University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Management, Psychology
Gabe Schulman's Lenox Advisors Experience February 2014 - Present
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2014 - Present
Lenox Advisors February 2011 - February 2014
Northwestern Mutual June 2007 - January 2011
Education
Binghamton University - School of Management 2004 — 2007
Finance, English, Fashion
The Hebrew University 2003 — 2004
International Realtions, History
Lenox Advisors February 2014 - Present
Lenox Advisors February 2011 - February 2014
Northwestern Mutual June 2007 - January 2011
Education
Binghamton University - School of Management 2004 — 2007
Finance, English, Fashion
The Hebrew University 2003 — 2004
International Realtions, History
Claudio Minier's Lenox Advisors Experience May 2014 - Present
Job IT Engineer at Lenox Advisors
Industry Information Technology and Services
Experience
Lenox Advisors May 2014 - Present
Chelsea Technologies March 2010 - April 2014
New York Presbyterian Hospital November 2005 - January 2010
New York Presbyterian Hospital November 2005 - January 2010
Skills
System Administration, Active Directory, Troubleshooting, Windows Server, Network Administration, Windows 7, Cisco Technologies, Microsoft Exchange, Disaster Recovery, VMware, DNS, Windows, VMware ESX, Citrix, Data Center, Security, Virtualization, Blackberry Enterprise..., Group Policy, Software Documentation, Help Desk Support, Network Engineering, HP, VMware Infrastructure, Networking, IT Management, Hardware, Operating Systems, Information Technology, Firewalls, vSphere, Backup Exec, DHCP, Antivirus, Network Design, Blackberry, VPN, Microsoft Technologies, TCP/IP, Infrastructure, Servers, Server Administration, CCNA, Software Installation, Switches
Education
Per Scholas 2010 — 2010
A+ certifiaction, Network+ certification
DeVry University 1999 — 2001
Electrical and Electronics Engineering
Xavier High School 1993 — 1997
Lenox Advisors May 2014 - Present
Chelsea Technologies March 2010 - April 2014
New York Presbyterian Hospital November 2005 - January 2010
New York Presbyterian Hospital November 2005 - January 2010
Skills
System Administration, Active Directory, Troubleshooting, Windows Server, Network Administration, Windows 7, Cisco Technologies, Microsoft Exchange, Disaster Recovery, VMware, DNS, Windows, VMware ESX, Citrix, Data Center, Security, Virtualization, Blackberry Enterprise..., Group Policy, Software Documentation, Help Desk Support, Network Engineering, HP, VMware Infrastructure, Networking, IT Management, Hardware, Operating Systems, Information Technology, Firewalls, vSphere, Backup Exec, DHCP, Antivirus, Network Design, Blackberry, VPN, Microsoft Technologies, TCP/IP, Infrastructure, Servers, Server Administration, CCNA, Software Installation, Switches
Education
Per Scholas 2010 — 2010
A+ certifiaction, Network+ certification
DeVry University 1999 — 2001
Electrical and Electronics Engineering
Xavier High School 1993 — 1997
Alec Barnett's Lenox Advisors Experience July 2010 - August 2010
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - Present
The Orange Value Fund, LLC August 2012 - May 2014
J.P. Morgan June 2012 - August 2012
Thomson Reuters May 2011 - August 2011
Lenox Advisors July 2010 - August 2010
Skills
Investment Banking, Equities, Equity Capital Markets, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Fixed Income, Investments, Portfolio Management, Analysis
Education
Syracuse University 2009 — 2014
Bachelor's Degree, Finance/Public Relations
Choate Rosemary Hall 2005 — 2009
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - Present
The Orange Value Fund, LLC August 2012 - May 2014
J.P. Morgan June 2012 - August 2012
Thomson Reuters May 2011 - August 2011
Lenox Advisors July 2010 - August 2010
Skills
Investment Banking, Equities, Equity Capital Markets, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Fixed Income, Investments, Portfolio Management, Analysis
Education
Syracuse University 2009 — 2014
Bachelor's Degree, Finance/Public Relations
Choate Rosemary Hall 2005 — 2009
Brian Holly's Lenox Advisors Experience January 2015 - Present
Job Strategic Solutions Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2015 - Present
Lenox Advisors August 2012 - December 2014
Lenox Advisors June 2011 - August 2012
Lenox Advisors October 2010 - June 2011
Lenox Advisors August 2009 - October 2010
Skills
Financial Services, Risk Management, Social Media, Business Process, Enterprise Software, PowerPoint, Insurance, Finance
Education
Lehigh University 2004 — 2009
Business & Economics, Financial Analysis, Financial Accounting
Lenox Advisors January 2015 - Present
Lenox Advisors August 2012 - December 2014
Lenox Advisors June 2011 - August 2012
Lenox Advisors October 2010 - June 2011
Lenox Advisors August 2009 - October 2010
Skills
Financial Services, Risk Management, Social Media, Business Process, Enterprise Software, PowerPoint, Insurance, Finance
Education
Lehigh University 2004 — 2009
Business & Economics, Financial Analysis, Financial Accounting
Paola Andrea Pedraza's Lenox Advisors Experience December 2011 - July 2013
Job Project Coordinator CBRE
Industry Real Estate
Experience
CBRE August 2013 - Present
Lenox Advisors December 2011 - July 2013
English for Business Professionals July 2011 - December 2011
Skills
Disability Insurance, Long-term Care, Life Insurance, Microsoft Office, Spanish, Brazilian Portuguese, Management, Organizational..., Strategic Planning, International Relations, Educational Leadership, Entrepreneurship..., International Marketing, ESL, International Business..., Long Term Care Insurance, Marketing, Recruiting, Term Life Insurance, Microsoft Excel, Leadership, Finance, Business Development, Budgets, Customer Service, Investments, Project Management, Strategy
Education
Mercy College 2010 — 2011
BA, International Business Administration
CBRE August 2013 - Present
Lenox Advisors December 2011 - July 2013
English for Business Professionals July 2011 - December 2011
Skills
Disability Insurance, Long-term Care, Life Insurance, Microsoft Office, Spanish, Brazilian Portuguese, Management, Organizational..., Strategic Planning, International Relations, Educational Leadership, Entrepreneurship..., International Marketing, ESL, International Business..., Long Term Care Insurance, Marketing, Recruiting, Term Life Insurance, Microsoft Excel, Leadership, Finance, Business Development, Budgets, Customer Service, Investments, Project Management, Strategy
Education
Mercy College 2010 — 2011
BA, International Business Administration
Scott McCool's Lenox Advisors Experience December 2014 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors December 2014 - Present
Ricoh Americas Corporation July 2014 - December 2014
Ricoh Americas Corporation July 2013 - December 2014
EJ Sterling June 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Microsoft Excel, Social Networking, Time Management, Insurance, PowerPoint, Fundraising, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Facebook, Teamwork, Leadership, Research, Blogging, Finance
Education
California State University-Chico
Bachelor's Degree, Finance
Lenox Advisors December 2014 - Present
Ricoh Americas Corporation July 2014 - December 2014
Ricoh Americas Corporation July 2013 - December 2014
EJ Sterling June 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Microsoft Excel, Social Networking, Time Management, Insurance, PowerPoint, Fundraising, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Facebook, Teamwork, Leadership, Research, Blogging, Finance
Education
California State University-Chico
Bachelor's Degree, Finance
Pete Bouros's Lenox Advisors Experience December 2013 - Present
Job Associate/Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors December 2013 - Present
Standard Bank and Trust Co. July 2010 - December 2013
Skills
Portfolio Management, Investments, Banking, Wealth Management, Mutual Funds, Finance, Due Diligence, Financial Analysis, Financial Modeling, Management, Securities, Fixed Annuities, Series 7, Series 63, Life & Health Insurance..., Personal Banking, Financial Services, Retail Banking, Branch Banking, Licensed Life Insurance..., Internet Banking, Certificates of Deposit, Sales, Relationship Management, Risk Management, IRAs, Cash Management, Leadership, Analysis, Small Business Lending, Retirement Planning, Financial Advisory, Variable Annuities, Indexed Annuities, Series 65, Microsoft Excel, Microsoft Word, Financial Risk, Asset Allocation, Employee Benefits, Wealth, Financial Planners, Estate Planning, 529 Plans, Municipal Bonds, Wealth Management..., Wealth Preservation..., Customer Service
Education
DePaul University 2007 — 2010
Bachelor of Applied Science (BASc), Finance, General
Lenox Advisors December 2013 - Present
Standard Bank and Trust Co. July 2010 - December 2013
Skills
Portfolio Management, Investments, Banking, Wealth Management, Mutual Funds, Finance, Due Diligence, Financial Analysis, Financial Modeling, Management, Securities, Fixed Annuities, Series 7, Series 63, Life & Health Insurance..., Personal Banking, Financial Services, Retail Banking, Branch Banking, Licensed Life Insurance..., Internet Banking, Certificates of Deposit, Sales, Relationship Management, Risk Management, IRAs, Cash Management, Leadership, Analysis, Small Business Lending, Retirement Planning, Financial Advisory, Variable Annuities, Indexed Annuities, Series 65, Microsoft Excel, Microsoft Word, Financial Risk, Asset Allocation, Employee Benefits, Wealth, Financial Planners, Estate Planning, 529 Plans, Municipal Bonds, Wealth Management..., Wealth Preservation..., Customer Service
Education
DePaul University 2007 — 2010
Bachelor of Applied Science (BASc), Finance, General
Josh Brill's Lenox Advisors Experience May 2010 - June 2010
Job Intern
Industry Online Media
Experience
New York City Criminal Court May 2014 - July 2014
HDTracks June 2013 - August 2013
Gawker Media September 2011 - June 2012
Lenox Advisors May 2010 - June 2010
Education
City University of New York City College 2012 — 2015
Bachelor's degree, English
The University of Edinburgh 2013 — 2013
Tulane University 2010 — 2011
New York City Criminal Court May 2014 - July 2014
HDTracks June 2013 - August 2013
Gawker Media September 2011 - June 2012
Lenox Advisors May 2010 - June 2010
Education
City University of New York City College 2012 — 2015
Bachelor's degree, English
The University of Edinburgh 2013 — 2013
Tulane University 2010 — 2011
Jordan Metzger's Lenox Advisors Experience February 2015 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2015 - Present
Allscripts August 2014 - January 2015
Allscripts February 2014 - August 2014
Allscripts January 2013 - February 2014
Allscripts June 2012 - January 2013
Education
City Colleges of Chicago-Harry S Truman College 2010 — 2012
Associate's Degree, Business Administration and Management, General
Lenox Advisors February 2015 - Present
Allscripts August 2014 - January 2015
Allscripts February 2014 - August 2014
Allscripts January 2013 - February 2014
Allscripts June 2012 - January 2013
Education
City Colleges of Chicago-Harry S Truman College 2010 — 2012
Associate's Degree, Business Administration and Management, General
Richard Weinberg's Lenox Advisors Experience June 2012 - Present
Job Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2012 - Present
Education
Alfred University
Bachelor's degree, Marketing
Long Island University, C.W. Post Campus
Master's degree, Finance, General
Lenox Advisors June 2012 - Present
Education
Alfred University
Bachelor's degree, Marketing
Long Island University, C.W. Post Campus
Master's degree, Finance, General
Stefano Carlacci's Lenox Advisors Experience December 2012 - March 2013
Job Global Markets Intelligence Analyst at Ipreo
Industry Financial Services
Experience
Ipreo June 2014 - Present
Double Infinity Management June 2013 - December 2013
Lenox Advisors December 2012 - March 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, C++, HTML, Accounting, English, Data Analysis, Equities, Market Research, CRM, Analytics, Finance
Education
Manhattan College 2010 — 2014
Ipreo June 2014 - Present
Double Infinity Management June 2013 - December 2013
Lenox Advisors December 2012 - March 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, C++, HTML, Accounting, English, Data Analysis, Equities, Market Research, CRM, Analytics, Finance
Education
Manhattan College 2010 — 2014
William McDonough's Lenox Advisors Experience September 2013 - Present
Job Asset Management Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors September 2013 - Present
Merrill Lynch January 2012 - May 2013
Skills
Mutual Funds, Fixed Income, Hedge Funds, Portfolio Management, Equities
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Lenox Advisors September 2013 - Present
Merrill Lynch January 2012 - May 2013
Skills
Mutual Funds, Fixed Income, Hedge Funds, Portfolio Management, Equities
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Brian Barron's Lenox Advisors Experience April 2014 - Present
Job Private Wealth Management at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors April 2014 - Present
IRIS.TV May 2013 - January 2014
Skills
Social Networking, Social Media, Content Strategy, Social Media Marketing, Digital Media, New Media
Education
Bucknell University 2009 — 2013
Fenwick High School 2005 — 2009
Lenox Advisors April 2014 - Present
IRIS.TV May 2013 - January 2014
Skills
Social Networking, Social Media, Content Strategy, Social Media Marketing, Digital Media, New Media
Education
Bucknell University 2009 — 2013
Fenwick High School 2005 — 2009
Jerrica Montalvo's Lenox Advisors Experience February 2015 - Present
Job Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2015 - Present
Opal Financial Group November 2012 - February 2015
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics
Borough of Manhattan Community College
Associate of Science (A.S.)
Lenox Advisors February 2015 - Present
Opal Financial Group November 2012 - February 2015
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics
Borough of Manhattan Community College
Associate of Science (A.S.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY