Lenox Advisors
Industry: Company
DescriptionFounded: 2000 Parent organization: NFP Subsidiary: Lenox Advisors, Inc., Asset Management Arm
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Lenox Advisors Employees
Employee
Years
Job
Industry
Christopher Copenhaver, CFP® Christopher Copenhaver, CFP®'s Lenox Advisors Experience October 2007 - January 2009
Job Financial Advisor at Nauta Private Wealth
Industry Financial Services
Experience
Nauta Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc. January 2010 - Present
Lenox Advisors October 2007 - January 2009
Ameriprise Financial Services, Inc. January 2001 - October 2007
Education
Union College 1996 — 2000
BS, Psychology
Nauta Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc. January 2010 - Present
Lenox Advisors October 2007 - January 2009
Ameriprise Financial Services, Inc. January 2001 - October 2007
Education
Union College 1996 — 2000
BS, Psychology
Peter LeBlanc, CLU, ChFC,CFBS, CLTC Peter LeBlanc, CLU, ChFC,CFBS, CLTC's Lenox Advisors Experience January 2011 - Present
Job Senior Vice President/Wealth Advisor at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2011 - Present
Fifth Avenue Financial September 2009 - January 2011
MassMutual Greater Washington September 1997 - September 2009
Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Investment Advisory, Strategic Financial..., Fixed Annuities, Long-term Care, Insurance, Disability Insurance, Securities, Life Insurance, Investments
Education
The American College 1985 — 1988
CLU, ChFC,CFBS, Financial Services
Saint Louis University 1966 — 1970
B.S., Psychology & Marketing
Lenox Advisors January 2011 - Present
Fifth Avenue Financial September 2009 - January 2011
MassMutual Greater Washington September 1997 - September 2009
Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Investment Advisory, Strategic Financial..., Fixed Annuities, Long-term Care, Insurance, Disability Insurance, Securities, Life Insurance, Investments
Education
The American College 1985 — 1988
CLU, ChFC,CFBS, Financial Services
Saint Louis University 1966 — 1970
B.S., Psychology & Marketing
Angelica Mercado Angelica Mercado's Lenox Advisors Experience April 2007 - 2007
Job Senior Licensed Agent at PFP
Industry Legal Services
Experience
PFP Services October 2010 - Present
Lenox Advisors April 2007 - 2007
Skills
Public Speaking, Coaching, Leadership Development, Social Networking, Personal Development, Small Business, Social Media, Team Building, Leadership, Employee Benefits, Marketing, Customer Service, Entrepreneurship, Event Planning, Motivational Speaking
Education
New Jersey City University 2006 — 2007
Financial Planning
Rutgers University-New Brunswick 1993 — 1995
BA, Biology
Real Estate Class
Rutgers, The State University of New Jersey-Newark
PFP Services October 2010 - Present
Lenox Advisors April 2007 - 2007
Skills
Public Speaking, Coaching, Leadership Development, Social Networking, Personal Development, Small Business, Social Media, Team Building, Leadership, Employee Benefits, Marketing, Customer Service, Entrepreneurship, Event Planning, Motivational Speaking
Education
New Jersey City University 2006 — 2007
Financial Planning
Rutgers University-New Brunswick 1993 — 1995
BA, Biology
Real Estate Class
Rutgers, The State University of New Jersey-Newark
Ashley McManus Ashley McManus's Lenox Advisors Experience February 2013 - May 2015
Job Internal Account Executive at SEI
Industry Financial Services
Kevin Kline Kevin Kline's Lenox Advisors Experience May 2003 - April 2004
Job Market Access Partners, LLC
Industry Financial Services
Experience
Market Access Partners, LLC June 2013 - Present
76 Capital Partners September 2011 - Present
Coventry Capital US, LLC February 2011 - September 2011
Coventry First, LLC April 2004 - February 2011
Lenox Advisors May 2003 - April 2004
SEI September 2001 - May 2003
SEI July 1998 - September 2001
Skills
Series 7, Series 66, PA Life & Health, Investments, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory
Education
Saint Joseph's University 1994 — 1998
BA, Psychology
La Salle College High School 1990 — 1994
Market Access Partners, LLC June 2013 - Present
76 Capital Partners September 2011 - Present
Coventry Capital US, LLC February 2011 - September 2011
Coventry First, LLC April 2004 - February 2011
Lenox Advisors May 2003 - April 2004
SEI September 2001 - May 2003
SEI July 1998 - September 2001
Skills
Series 7, Series 66, PA Life & Health, Investments, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory
Education
Saint Joseph's University 1994 — 1998
BA, Psychology
La Salle College High School 1990 — 1994
Casey McGarry Casey McGarry's Lenox Advisors Experience January 2012 - June 2012
Job Marketing Coordinator at Marcus & Millichap
Industry Design
Experience
Marcus & Millichap September 2015 - Present
Chloe + Isabel Inc. August 2014 - Present
Cj Designs June 2012 - Present
Catalyst Consulting Group, Inc. October 2014 - September 2015
Game Day USA February 2014 - October 2014
Baird & Warner September 2013 - October 2014
Creative Elements, Inc. June 2012 - June 2013
Lenox Advisors January 2012 - June 2012
Global Employment Solutions May 2011 - January 2012
Park Place Real Estate July 2010 - October 2010
Skills
InDesign, Graphic Design, Illustrator, Photoshop, Graphics, Adobe Creative Suite, Project Management, Advertising, Logo Design, Microsoft Office, Social Media, Microsoft Excel, Adobe Acrobat, Illustration, Microsoft Word, PowerPoint, Dreamweaver, SketchUp, AutoCAD, Word, Outlook, Excel, SharePoint, Photography, iMovie, Rendering, Model Building, QuarkXPress, CNC Machine, Laser Cutting, Xbound, Marketing, Sales, Management, Customer Service, Layout, Leadership, User Acceptance Testing, Documentation, Training & Development, Software Project..., Brightwork, CRM, Business Analysis
Education
Miami University 2007 — 2011
Bachelor, Architecture
Lincoln-Way East High School 2004 — 2007
Marcus & Millichap September 2015 - Present
Chloe + Isabel Inc. August 2014 - Present
Cj Designs June 2012 - Present
Catalyst Consulting Group, Inc. October 2014 - September 2015
Game Day USA February 2014 - October 2014
Baird & Warner September 2013 - October 2014
Creative Elements, Inc. June 2012 - June 2013
Lenox Advisors January 2012 - June 2012
Global Employment Solutions May 2011 - January 2012
Park Place Real Estate July 2010 - October 2010
Skills
InDesign, Graphic Design, Illustrator, Photoshop, Graphics, Adobe Creative Suite, Project Management, Advertising, Logo Design, Microsoft Office, Social Media, Microsoft Excel, Adobe Acrobat, Illustration, Microsoft Word, PowerPoint, Dreamweaver, SketchUp, AutoCAD, Word, Outlook, Excel, SharePoint, Photography, iMovie, Rendering, Model Building, QuarkXPress, CNC Machine, Laser Cutting, Xbound, Marketing, Sales, Management, Customer Service, Layout, Leadership, User Acceptance Testing, Documentation, Training & Development, Software Project..., Brightwork, CRM, Business Analysis
Education
Miami University 2007 — 2011
Bachelor, Architecture
Lincoln-Way East High School 2004 — 2007
Pavandeep Singh's Lenox Advisors Experience June 2015 - August 2015
Job Student at Queens College
Industry Financial Services
Experience
BBA Aviation plc September 2015 - Present
Macaulay Business Club January 2015 - Present
Bank of America Merrill Lynch September 2015 - September 2015
Lenox Advisors June 2015 - August 2015
National Securities Corporation December 2014 - June 2015
Queens College Rosenthal Library September 2014 - December 2014
NYC Board of Elections September 2014 - November 2014
Super Stop & Shop October 2013 - September 2014
Burlington Coat Factory June 2012 - August 2013
Skills
Active Team Player, Critical Thinking, Public Speaking, Oral & Written..., Customer Service, Economics, Social Media, Visual Studio Express, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Corporate Finance
Education
Queens College 2013 — 2017
Bachelor of Science (BS), Physics, 3.78/4.00
BBA Aviation plc September 2015 - Present
Macaulay Business Club January 2015 - Present
Bank of America Merrill Lynch September 2015 - September 2015
Lenox Advisors June 2015 - August 2015
National Securities Corporation December 2014 - June 2015
Queens College Rosenthal Library September 2014 - December 2014
NYC Board of Elections September 2014 - November 2014
Super Stop & Shop October 2013 - September 2014
Burlington Coat Factory June 2012 - August 2013
Skills
Active Team Player, Critical Thinking, Public Speaking, Oral & Written..., Customer Service, Economics, Social Media, Visual Studio Express, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Corporate Finance
Education
Queens College 2013 — 2017
Bachelor of Science (BS), Physics, 3.78/4.00
joanna mohindra joanna mohindra's Lenox Advisors Experience August 2001 - August 2004
Job Assistant Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2004 - Present
Lenox Advisors August 2001 - August 2004
Rogers Benefit Group 1997 - 2001
Skills
Insurance, Underwriting, Health Insurance, Brokers, Employee Benefits, General Insurance, Life Insurance, Reinsurance, Disability Insurance, Claim, Financial Analysis, Mergers & Acquisitions, Joint Ventures, Flexible Spending..., Spin-offs, Budget Forecasts, COBRA, Legislative Issues, 5500s
Education
University of Colorado Denver 1997 — 2001
Bachelor's degree, Accounting
Wells Fargo Insurance Services September 2004 - Present
Lenox Advisors August 2001 - August 2004
Rogers Benefit Group 1997 - 2001
Skills
Insurance, Underwriting, Health Insurance, Brokers, Employee Benefits, General Insurance, Life Insurance, Reinsurance, Disability Insurance, Claim, Financial Analysis, Mergers & Acquisitions, Joint Ventures, Flexible Spending..., Spin-offs, Budget Forecasts, COBRA, Legislative Issues, 5500s
Education
University of Colorado Denver 1997 — 2001
Bachelor's degree, Accounting
Emily Strobelberger Emily Strobelberger's Lenox Advisors Experience May 2012 - August 2012
Job Case Manager at Fifth Avenue Financial
Industry Financial Services
Experience
Fifth Avenue Financial September 2014 - Present
Fifth Avenue Financial June 2013 - Present
Lenox Advisors May 2012 - August 2012
Commonwealth of Massachusetts April 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, AutoCAD, PowerPoint, Research, Microsoft Word, Photoshop, Social Media, Public Speaking, Access, Customer Service, Dreamweaver, Event Management, Spanish, Analysis, Outlook, Matlab, HTML, Strategic Planning, Public Relations, Data Analysis, Teamwork, Event Planning, Fundraising
Education
Smith College 2009 — 2013
Engineering and Economics
Belchertown High School 2005 — 2009
Fifth Avenue Financial September 2014 - Present
Fifth Avenue Financial June 2013 - Present
Lenox Advisors May 2012 - August 2012
Commonwealth of Massachusetts April 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, AutoCAD, PowerPoint, Research, Microsoft Word, Photoshop, Social Media, Public Speaking, Access, Customer Service, Dreamweaver, Event Management, Spanish, Analysis, Outlook, Matlab, HTML, Strategic Planning, Public Relations, Data Analysis, Teamwork, Event Planning, Fundraising
Education
Smith College 2009 — 2013
Engineering and Economics
Belchertown High School 2005 — 2009
Kim Pillar Kim Pillar's Lenox Advisors Experience September 2011 - Present
Job SVP, Head of Human Resources
Industry Financial Services
Experience
Lenox Advisors September 2011 - Present
Lenox Foundation June 2013 - Present
HRMA August 2009 - December 2011
Consultant 2009 - September 2011
Merrill Lynch 1987 - 2008
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 1998 - 2001
Merrill Lynch 1995 - 1998
Merrill Lynch 1992 - 1995
Skills
Deferred Compensation, Talent Management, Recruiting, Human Resources, Change Management, Diversity & Inclusion, Wealth Management, Talent Acquisition, Leadership Development, Succession Planning, Compensations, Employee Relations, HR Policies, Financial Services, Employee Benefits, Strategic Planning, Performance Management, Coaching, Leadership, Workforce Planning, Employee Engagement, HR Consulting, Management, Organizational Design, Insurance, HRIS, Employment Law, Organizational..., Mergers & Acquisitions, Finance, Onboarding, Strategy
Education
University of Phoenix
B.S., Business Management
University of Phoenix
M.M., Human Resources
Lenox Advisors September 2011 - Present
Lenox Foundation June 2013 - Present
HRMA August 2009 - December 2011
Consultant 2009 - September 2011
Merrill Lynch 1987 - 2008
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 1998 - 2001
Merrill Lynch 1995 - 1998
Merrill Lynch 1992 - 1995
Skills
Deferred Compensation, Talent Management, Recruiting, Human Resources, Change Management, Diversity & Inclusion, Wealth Management, Talent Acquisition, Leadership Development, Succession Planning, Compensations, Employee Relations, HR Policies, Financial Services, Employee Benefits, Strategic Planning, Performance Management, Coaching, Leadership, Workforce Planning, Employee Engagement, HR Consulting, Management, Organizational Design, Insurance, HRIS, Employment Law, Organizational..., Mergers & Acquisitions, Finance, Onboarding, Strategy
Education
University of Phoenix
B.S., Business Management
University of Phoenix
M.M., Human Resources
Kelly O'Connor's Lenox Advisors Experience 2008 - 2008
Job Account Manager at Violin Memory
Industry Information Technology and Services
Experience
Violin Memory July 2015 - Present
Catchpoint Systems Inc September 2014 - July 2015
PC Connection, Inc. April 2013 - September 2014
PC Connection April 2011 - March 2013
PC Connection March 2010 - April 2011
New Horizons CLC Boston June 2009 - December 2009
Lenox Advisors 2008 - 2008
Northwestern Mutual Financial Network 2008 - 2008
Skills
Solution Selling, Sales Process, Direct Sales, Cold Calling, Channel Partners, Managed Services, Sales, Cloud Computing, Resellers, Enterprise Software, Selling, Storage, CRM, B2B, Strategic Partnerships, Management, Sales Operations, Sales Presentations, Cisco Technologies, Demand Generation, Professional Services, Software Industry, Partner Management, Vendor Management, Data Center, Networking, Sales Enablement, Channel Sales, Unified Communications, Go-to-market Strategy, SMB, Business Alliances
Education
Sacred Heart University 2005 — 2009
BA, Finance, Spanish
Hollis/Brookline High School 2001 — 2005
Violin Memory July 2015 - Present
Catchpoint Systems Inc September 2014 - July 2015
PC Connection, Inc. April 2013 - September 2014
PC Connection April 2011 - March 2013
PC Connection March 2010 - April 2011
New Horizons CLC Boston June 2009 - December 2009
Lenox Advisors 2008 - 2008
Northwestern Mutual Financial Network 2008 - 2008
Skills
Solution Selling, Sales Process, Direct Sales, Cold Calling, Channel Partners, Managed Services, Sales, Cloud Computing, Resellers, Enterprise Software, Selling, Storage, CRM, B2B, Strategic Partnerships, Management, Sales Operations, Sales Presentations, Cisco Technologies, Demand Generation, Professional Services, Software Industry, Partner Management, Vendor Management, Data Center, Networking, Sales Enablement, Channel Sales, Unified Communications, Go-to-market Strategy, SMB, Business Alliances
Education
Sacred Heart University 2005 — 2009
BA, Finance, Spanish
Hollis/Brookline High School 2001 — 2005
Christine (Schwalenberg) Peters Christine (Schwalenberg) Peters's Lenox Advisors Experience June 2012 - August 2012
Job Human Resources Consultant
Industry Human Resources
Experience
Willory March 2015 - Present
Lenox Advisors June 2012 - August 2012
Brooklyn Academy of Music October 2011 - February 2012
Keefe, Bruyette & Woods 2002 - 2009
Thomson Financial 2000 - 2001
Skills
Employee Relations, Performance Management, Talent Management, Recruiting, Organizational..., Human Resources, Employee Engagement, Onboarding, Personnel Management, Policy, Management, HRIS, Employee Benefits, Applicant Tracking..., HR Policies, Succession Planning, Deferred Compensation, Administration, PeopleSoft, Vendor Management, Leadership Development
Education
New York University 2011 — 2013
Master of Science (M.S.), Human Resources Management and Development
New York University 2010 — 2010
Certificate, Arts Administration
University of Illinois at Urbana-Champaign
BS, Mathematics
Willory March 2015 - Present
Lenox Advisors June 2012 - August 2012
Brooklyn Academy of Music October 2011 - February 2012
Keefe, Bruyette & Woods 2002 - 2009
Thomson Financial 2000 - 2001
Skills
Employee Relations, Performance Management, Talent Management, Recruiting, Organizational..., Human Resources, Employee Engagement, Onboarding, Personnel Management, Policy, Management, HRIS, Employee Benefits, Applicant Tracking..., HR Policies, Succession Planning, Deferred Compensation, Administration, PeopleSoft, Vendor Management, Leadership Development
Education
New York University 2011 — 2013
Master of Science (M.S.), Human Resources Management and Development
New York University 2010 — 2010
Certificate, Arts Administration
University of Illinois at Urbana-Champaign
BS, Mathematics
David Feiner's Lenox Advisors Experience June 2009 - May 2010
Job Director of ECommerce at J.LINDEBERG
Industry Retail
Experience
J.LINDEBERG January 2015 - Present
Saks Fifth Avenue September 2014 - December 2014
Saks Fifth Avenue April 2014 - August 2014
Saks Fifth Avenue March 2013 - March 2014
Saks Fifth Avenue October 2011 - March 2013
Saks Fifth Avenue March 2010 - October 2011
Lenox Advisors June 2009 - May 2010
LifeSpring Brokerage June 2007 - May 2009
Lehman Brothers 2006 - 2007
IMG Media 2004 - 2007
Skills
Fashion, Merchandising, Retail, Trend Analysis, Apparel, Social Media, E-commerce, Social Media Marketing, Inventory Management, Microsoft Excel, Luxury Goods, Sales, Marketing, Marketing Strategy, Advertising, Digital Marketing, Trend, Strategic Planning, Customer Service, Market Research, Product Development, Social Networking, Styling, Competitive Analysis, Retail Buying, Merchandise Planning, Fashion Buying, Trend Forecasting, Multi-channel Retail, Sportswear, Online Marketing, Analytics, Creative Direction, Email Marketing, Digital Strategy, Digital Media, Online Advertising, Entrepreneurship, Forecasting, Open to Buy Management, Strategy
Education
American Film Institute 2001 — 2003
MFA, Film Producing
University of Michigan 1996 — 2000
BA, Organizational Business
Millburn High School 1993 — 1996
J.LINDEBERG January 2015 - Present
Saks Fifth Avenue September 2014 - December 2014
Saks Fifth Avenue April 2014 - August 2014
Saks Fifth Avenue March 2013 - March 2014
Saks Fifth Avenue October 2011 - March 2013
Saks Fifth Avenue March 2010 - October 2011
Lenox Advisors June 2009 - May 2010
LifeSpring Brokerage June 2007 - May 2009
Lehman Brothers 2006 - 2007
IMG Media 2004 - 2007
Skills
Fashion, Merchandising, Retail, Trend Analysis, Apparel, Social Media, E-commerce, Social Media Marketing, Inventory Management, Microsoft Excel, Luxury Goods, Sales, Marketing, Marketing Strategy, Advertising, Digital Marketing, Trend, Strategic Planning, Customer Service, Market Research, Product Development, Social Networking, Styling, Competitive Analysis, Retail Buying, Merchandise Planning, Fashion Buying, Trend Forecasting, Multi-channel Retail, Sportswear, Online Marketing, Analytics, Creative Direction, Email Marketing, Digital Strategy, Digital Media, Online Advertising, Entrepreneurship, Forecasting, Open to Buy Management, Strategy
Education
American Film Institute 2001 — 2003
MFA, Film Producing
University of Michigan 1996 — 2000
BA, Organizational Business
Millburn High School 1993 — 1996
Michael Cortazzo's Lenox Advisors Experience May 2012 - Present
Job Flah & Company
Industry Financial Services
Experience
Flah & Company August 2015 - Present
Lenox Advisors May 2012 - Present
Fifth Avenue Financial April 2012 - Present
Fifth Avenue Financial April 2012 - Present
Lenox Advisors December 2010 - July 2012
Skills
Retirement Planning, Wealth Management, Life Insurance, Fixed Annuities, Disability Insurance, Strategic Financial..., Microsoft Excel, Series 7, Insurance, Long-term Care, Estate Planning, Employee Benefits, Mutual Funds, Portfolio Management, Equities
Education
Ramapo College of New Jersey 2000 — 2004
BS, Finance
Flah & Company August 2015 - Present
Lenox Advisors May 2012 - Present
Fifth Avenue Financial April 2012 - Present
Fifth Avenue Financial April 2012 - Present
Lenox Advisors December 2010 - July 2012
Skills
Retirement Planning, Wealth Management, Life Insurance, Fixed Annuities, Disability Insurance, Strategic Financial..., Microsoft Excel, Series 7, Insurance, Long-term Care, Estate Planning, Employee Benefits, Mutual Funds, Portfolio Management, Equities
Education
Ramapo College of New Jersey 2000 — 2004
BS, Finance
Kelley Ortiz's Lenox Advisors Experience December 2010 - April 2012
Job New York City
Industry Financial Services
Experience
Lenox Advisors December 2010 - April 2012
McKinsey & Company, Inc December 2007 - October 2010
Edelman Public Relations March 2005 - May 2007
Lane & Coady Public Relations September 2002 - August 2004
Edelman Public Relations June 2000 - January 2002
Edelman Public Relations August 1998 - June 2000
Prudential Securities June 1995 - July 1998
Skills
Public Relations, Marketing Communications, Community Outreach, Corporate Communications, Strategy, Microsoft Word, Research, Management, PowerPoint, CRM, Marketing, Interviews, Social Media, Time Management, Training, Microsoft Office, Event Planning
Education
New York University
Bachelor of Liberal Arts, Political Science
Lenox Advisors December 2010 - April 2012
McKinsey & Company, Inc December 2007 - October 2010
Edelman Public Relations March 2005 - May 2007
Lane & Coady Public Relations September 2002 - August 2004
Edelman Public Relations June 2000 - January 2002
Edelman Public Relations August 1998 - June 2000
Prudential Securities June 1995 - July 1998
Skills
Public Relations, Marketing Communications, Community Outreach, Corporate Communications, Strategy, Microsoft Word, Research, Management, PowerPoint, CRM, Marketing, Interviews, Social Media, Time Management, Training, Microsoft Office, Event Planning
Education
New York University
Bachelor of Liberal Arts, Political Science
Kamar Plunkett Kamar Plunkett's Lenox Advisors Experience 2011 - Present
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors 2011 - Present
AXA Advisors May 2008 - September 2010
Mortgage Line Financial April 2004 - November 2006
Skills
Risk Management, Insurance, Asset Management, Portfolio Management, Financial Planning, Investments
Education
State University of New York at Stony Brook 2002 — 2006
Garden State Academy
Lenox Advisors 2011 - Present
AXA Advisors May 2008 - September 2010
Mortgage Line Financial April 2004 - November 2006
Skills
Risk Management, Insurance, Asset Management, Portfolio Management, Financial Planning, Investments
Education
State University of New York at Stony Brook 2002 — 2006
Garden State Academy
James Glennon James Glennon's Lenox Advisors Experience October 2014 - Present
Job Client Service Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors October 2014 - Present
Merrill Lynch November 2012 - September 2014
University at Buffalo August 2008 - May 2012
Dick's Sporting Goods August 2011 - January 2012
Skills
Microsoft Office, Programming, Mathematics, Access, Microsoft Excel, Series 7, series 66, Microsoft Word
Education
University at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General
Lenox Advisors October 2014 - Present
Merrill Lynch November 2012 - September 2014
University at Buffalo August 2008 - May 2012
Dick's Sporting Goods August 2011 - January 2012
Skills
Microsoft Office, Programming, Mathematics, Access, Microsoft Excel, Series 7, series 66, Microsoft Word
Education
University at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General
Kelly Jones Kelly Jones's Lenox Advisors Experience August 2014 - Present
Job Senior Vice President, Head of Marketing at Lenox Advisors
Industry Marketing and Advertising
Experience
Lenox Advisors August 2014 - Present
UBS Wealth Management August 2007 - July 2014
Loring Ward June 2005 - June 2007
Atlantic Trust Private Wealth Management September 2000 - June 2005
Scudder Kemper Investments September 1997 - September 2000
Skills
Wealth Management, Marketing Strategy, Sales & Marketing..., Strategic Communications, Strategic Planning, Business Development, Relationship Management, Investor Relations, Internal Communications, Series 6, Series 63, Series 7, Series 24, Strategy, Mutual Funds, Portfolio Management, Financial Services, Cross-functional Team..., Marketing, Financial Analysis, Investments, Digital Marketing, Leadership, Public Relations, Marketing Communications, Corporate Communications, Segmentation
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Lenox Advisors August 2014 - Present
UBS Wealth Management August 2007 - July 2014
Loring Ward June 2005 - June 2007
Atlantic Trust Private Wealth Management September 2000 - June 2005
Scudder Kemper Investments September 1997 - September 2000
Skills
Wealth Management, Marketing Strategy, Sales & Marketing..., Strategic Communications, Strategic Planning, Business Development, Relationship Management, Investor Relations, Internal Communications, Series 6, Series 63, Series 7, Series 24, Strategy, Mutual Funds, Portfolio Management, Financial Services, Cross-functional Team..., Marketing, Financial Analysis, Investments, Digital Marketing, Leadership, Public Relations, Marketing Communications, Corporate Communications, Segmentation
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Rachel Bashover Rachel Bashover's Lenox Advisors Experience November 2010 - June 2012
Job Executive Assistant at Cosentini Associates
Industry Real Estate
Experience
Cosentini Associates January 2014 - Present
Real Estate June 2012 - January 2014
Lenox Advisors November 2010 - June 2012
Kingsboro Vision July 2008 - November 2010
Alpha Media Group March 2007 - June 2008
Skills
Social Media, Microsoft Office, PowerPoint, Marketing, Social Media Marketing, Microsoft Word, Microsoft Excel, Windows OS, Linux OS, Mac OS, Outlook, Adobe Creative Suite, Dreamweaver, Advertising, Event Planning, Facebook, Social Networking, Photoshop
Education
University at Buffalo 2003 — 2007
BA, English
George W Hewlett High School 1998 — 2002
Graduated, N/A
Cosentini Associates January 2014 - Present
Real Estate June 2012 - January 2014
Lenox Advisors November 2010 - June 2012
Kingsboro Vision July 2008 - November 2010
Alpha Media Group March 2007 - June 2008
Skills
Social Media, Microsoft Office, PowerPoint, Marketing, Social Media Marketing, Microsoft Word, Microsoft Excel, Windows OS, Linux OS, Mac OS, Outlook, Adobe Creative Suite, Dreamweaver, Advertising, Event Planning, Facebook, Social Networking, Photoshop
Education
University at Buffalo 2003 — 2007
BA, English
George W Hewlett High School 1998 — 2002
Graduated, N/A
Alan Streiter's Lenox Advisors Experience December 2011 - Present
Job Relationship Manager at Lenox Advisors | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors December 2011 - Present
Morgan Joseph TriArtisan LLC January 2008 - October 2011
McMahan Securities July 1996 - January 2008
Credit Lyonnais April 1992 - July 1996
Manufacturers Hanover Trust September 1990 - April 1992
Skills
Equities, Investment Banking, Securities, Hedge Funds, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
University of Michigan - Stephen M. Ross School of Business 1983 — 1987
Bachelor of Business Administration, Finance
Baldwin High School
Lenox Advisors December 2011 - Present
Morgan Joseph TriArtisan LLC January 2008 - October 2011
McMahan Securities July 1996 - January 2008
Credit Lyonnais April 1992 - July 1996
Manufacturers Hanover Trust September 1990 - April 1992
Skills
Equities, Investment Banking, Securities, Hedge Funds, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
University of Michigan - Stephen M. Ross School of Business 1983 — 1987
Bachelor of Business Administration, Finance
Baldwin High School
Sarah E. Byrne Sarah E. Byrne's Lenox Advisors Experience September 2012 - Present
Job Digital Marketing Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors September 2012 - Present
Sarah E. Byrne June 2012 - August 2012
Watchitoo March 2012 - June 2012
Musculoskeletal Transplant Foundation June 2011 - August 2011
Viacom 2011 - 2011
RH1 Consulting June 2010 - August 2010
Stevens Institute of Technology May 2010 - August 2010
Skills
Digital Marketing, Market Research, PowerPoint, CRM, Entrepreneurship, Access, Microsoft Excel, Email Marketing, Facebook, Photoshop, Public Speaking, Expression Web, Microsoft Technologies, Lead Generation, Competitive Analysis, Social Networking, Sourcing, Research, Social Media, Digital Media, Social Media Marketing, Excel, Microsoft programs
Education
Stevens Institute of Technology 2007 — 2012
Bachelor of Science; of, Business and Technology
Lenox Advisors September 2012 - Present
Sarah E. Byrne June 2012 - August 2012
Watchitoo March 2012 - June 2012
Musculoskeletal Transplant Foundation June 2011 - August 2011
Viacom 2011 - 2011
RH1 Consulting June 2010 - August 2010
Stevens Institute of Technology May 2010 - August 2010
Skills
Digital Marketing, Market Research, PowerPoint, CRM, Entrepreneurship, Access, Microsoft Excel, Email Marketing, Facebook, Photoshop, Public Speaking, Expression Web, Microsoft Technologies, Lead Generation, Competitive Analysis, Social Networking, Sourcing, Research, Social Media, Digital Media, Social Media Marketing, Excel, Microsoft programs
Education
Stevens Institute of Technology 2007 — 2012
Bachelor of Science; of, Business and Technology
Steven Graf Steven Graf's Lenox Advisors Experience April 2011 - June 2011
Job Research Project Manager
Industry Hospital & Health Care
Experience
Cigna July 2015 - Present
ParrotMD January 2013 - Present
University of Connecticut School of Pharmacy May 2014 - August 2014
Global Brigades, Inc. at University of Connecticut August 2013 - August 2014
Buybacktronics August 2012 - June 2014
Manurk June 2012 - June 2013
Lenox Advisors April 2011 - June 2011
Skills
Spanish-speaking, Swiss German, Microsoft Office, Website Development, Team Leadership, Public Speaking, Social Media, Small Business, Healthcare Management, Health Literacy, Fundraising, Analysis, Committed to..., Communication, Nonprofits, Management
Education
The University of Connecticut 2011 — 2015
Bachelor of Science (B.S.), Finance and Healthcare Management
Staples High School
Cigna July 2015 - Present
ParrotMD January 2013 - Present
University of Connecticut School of Pharmacy May 2014 - August 2014
Global Brigades, Inc. at University of Connecticut August 2013 - August 2014
Buybacktronics August 2012 - June 2014
Manurk June 2012 - June 2013
Lenox Advisors April 2011 - June 2011
Skills
Spanish-speaking, Swiss German, Microsoft Office, Website Development, Team Leadership, Public Speaking, Social Media, Small Business, Healthcare Management, Health Literacy, Fundraising, Analysis, Committed to..., Communication, Nonprofits, Management
Education
The University of Connecticut 2011 — 2015
Bachelor of Science (B.S.), Finance and Healthcare Management
Staples High School
Jeff Feinstein Jeff Feinstein's Lenox Advisors Experience July 2014 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors July 2014 - Present
NYU Stern School of Business September 2012 - May 2014
SFX Baseball Group January 2005 - December 2013
Goldman Sachs June 2013 - August 2013
Skills
Financial Modeling, Valuation, Public Speaking, Investments, Portfolio Management, Finance, Strategic Planning, Entrepreneurship, Asset Management
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship & Innovation
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Lenox Advisors July 2014 - Present
NYU Stern School of Business September 2012 - May 2014
SFX Baseball Group January 2005 - December 2013
Goldman Sachs June 2013 - August 2013
Skills
Financial Modeling, Valuation, Public Speaking, Investments, Portfolio Management, Finance, Strategic Planning, Entrepreneurship, Asset Management
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship & Innovation
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Leslie Pardo Leslie Pardo's Lenox Advisors Experience December 2014 - Present
Job Training Coordinator at Lenox Advisors, Inc.
Industry Financial Services
Experience
Lenox Advisors December 2014 - Present
Citi March 2012 - December 2014
Merrill Lynch January 2001 - August 2003
Merrill Lynch September 1989 - January 2001
Merrill Lynch September 1987 - September 1989
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Talent Management, Performance Management, Event Planning, Project Management, Event Management, Training, Management, Leadership Development
Education
St. John's University 1983 — 1987
Bachelor of Science (BS), Finance, General
Lenox Advisors December 2014 - Present
Citi March 2012 - December 2014
Merrill Lynch January 2001 - August 2003
Merrill Lynch September 1989 - January 2001
Merrill Lynch September 1987 - September 1989
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Talent Management, Performance Management, Event Planning, Project Management, Event Management, Training, Management, Leadership Development
Education
St. John's University 1983 — 1987
Bachelor of Science (BS), Finance, General
Mary Lemay Mary Lemay's Lenox Advisors Experience May 2015 - Present
Job New Business Intern Lenox Advisors
Industry
Experience
Lenox Advisors May 2015 - Present
Eric Lesser for State Senate June 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management, Community Outreach, Public Relations
Education
Wellesley College 2013 — 2017
Bachelor's degree, Political Science & Cinema and Media Studies
Longmeadow High School 2009 — 2013
Trinity College Dublin
Political Science and Government
Lenox Advisors May 2015 - Present
Eric Lesser for State Senate June 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management, Community Outreach, Public Relations
Education
Wellesley College 2013 — 2017
Bachelor's degree, Political Science & Cinema and Media Studies
Longmeadow High School 2009 — 2013
Trinity College Dublin
Political Science and Government
Michael J Shean, CLU's Lenox Advisors Experience November 2013 - Present
Job Managing Director at Lenox Advisors
Industry Insurance
Experience
Lenox Advisors November 2013 - Present
Northwestern Mutual March 1997 - November 2013
Education
University of Notre Dame 1993 — 1995
History
Lenox Advisors November 2013 - Present
Northwestern Mutual March 1997 - November 2013
Education
University of Notre Dame 1993 — 1995
History
Eric Goldstein's Lenox Advisors Experience July 2012 - August 2013
Job Investment Counselor at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. September 2014 - Present
Freelance September 2013 - September 2014
Lenox Advisors July 2012 - August 2013
Black Shield Infrared Seamless Asphalt Repair, resulting from LBE Acquisitions & Investments August 2007 - July 2012
E*TRADE Financial July 2006 - August 2007
Morgan Stanley December 1998 - August 2005
Newmark & Co. Real Estate, Inc. April 1990 - December 1998
Skills
Financial Advisory, Investments, Asset Managment, Risk Management, Securities, Fixed Income, Hedge Funds, Asset Allocation, Estate Planning, Retirement Planning, Mutual Funds, Finance, Due Diligence, Insurance, Strategic Financial..., Retirement, 401k, Strategy, Asset Management, Financial Planning
Education
Tulane University 1985 — 1989
BA, Communication
David Lerner Associates, Inc. September 2014 - Present
Freelance September 2013 - September 2014
Lenox Advisors July 2012 - August 2013
Black Shield Infrared Seamless Asphalt Repair, resulting from LBE Acquisitions & Investments August 2007 - July 2012
E*TRADE Financial July 2006 - August 2007
Morgan Stanley December 1998 - August 2005
Newmark & Co. Real Estate, Inc. April 1990 - December 1998
Skills
Financial Advisory, Investments, Asset Managment, Risk Management, Securities, Fixed Income, Hedge Funds, Asset Allocation, Estate Planning, Retirement Planning, Mutual Funds, Finance, Due Diligence, Insurance, Strategic Financial..., Retirement, 401k, Strategy, Asset Management, Financial Planning
Education
Tulane University 1985 — 1989
BA, Communication
Cassandra Schweyher Cassandra Schweyher's Lenox Advisors Experience June 2009 - September 2013
Job Account Executive
Industry Insurance
Experience
BWD Agency Inc. September 2013 - Present
Lenox Advisors June 2009 - September 2013
Marcum & Kliegman LLP April 2008 - April 2009
Jaspan Schlesinger Hoffman LLP June 2006 - April 2008
Skills
Deferred Compensation, Employee Benefits, HRIS, Human Resources, Payroll, Customer Service, Disability Insurance, FMLA, Insurance, Interviews
Education
Pace University - Lubin School of Business 2002 — 2006
BA, Business Management with a concentration in Human Resources
BWD Agency Inc. September 2013 - Present
Lenox Advisors June 2009 - September 2013
Marcum & Kliegman LLP April 2008 - April 2009
Jaspan Schlesinger Hoffman LLP June 2006 - April 2008
Skills
Deferred Compensation, Employee Benefits, HRIS, Human Resources, Payroll, Customer Service, Disability Insurance, FMLA, Insurance, Interviews
Education
Pace University - Lubin School of Business 2002 — 2006
BA, Business Management with a concentration in Human Resources
Paul Karlitz, CLU, CLTC, LUTCF Paul Karlitz, CLU, CLTC, LUTCF's Lenox Advisors Experience June 2014 - Present
Job Senior Managing Director at Lenox Advisors, Inc. | Director of Sales West Coast| Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors June 2014 - Present
Lenox Advisors, Inc.. February 2007 - Present
Wealth Advisory Group February 1996 - February 2007
Guardian Life Insurance 1995 - 2007
Education
Syracuse University 1989 — 1993
BS, Political Science
Dwight School
Lenox Advisors June 2014 - Present
Lenox Advisors, Inc.. February 2007 - Present
Wealth Advisory Group February 1996 - February 2007
Guardian Life Insurance 1995 - 2007
Education
Syracuse University 1989 — 1993
BS, Political Science
Dwight School
Greg Large's Lenox Advisors Experience January 1998 - Present
Job Managing Partner at Lenox Advisors, Inc. | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
NFP January 2002 - Present
Lenox Advisors January 1998 - Present
Skills
Retirement Planning, Asset Management, Disability Insurance, Estate Planning, Insurance, Securities, Employee Benefits, Financial Planners, Finance, Wealth Management, Asset Managment, Investments, Mutual Funds, Risk Management, Financial Analysis, Management, Strategic Financial..., Wealth, Retirement, Mergers & Acquisitions, Hedge Funds, Asset Allocation, Alternative Investments, Long-term Care, Life Insurance, 401k, Investment Advisory, Financial Services, Fixed Annuities, Long Term Care, Financial Planning, Series 7, Portfolio Management
Education
Penn State University 1985 — 1990
BS, Economics
Warwick Valley High School
NFP January 2002 - Present
Lenox Advisors January 1998 - Present
Skills
Retirement Planning, Asset Management, Disability Insurance, Estate Planning, Insurance, Securities, Employee Benefits, Financial Planners, Finance, Wealth Management, Asset Managment, Investments, Mutual Funds, Risk Management, Financial Analysis, Management, Strategic Financial..., Wealth, Retirement, Mergers & Acquisitions, Hedge Funds, Asset Allocation, Alternative Investments, Long-term Care, Life Insurance, 401k, Investment Advisory, Financial Services, Fixed Annuities, Long Term Care, Financial Planning, Series 7, Portfolio Management
Education
Penn State University 1985 — 1990
BS, Economics
Warwick Valley High School
Thomas Henske, CFP Thomas Henske, CFP's Lenox Advisors Experience January 2003 - Present
Job Partner at Lenox Advisors | Wealth Manager | Corporate Benefits | Author
Industry Financial Services
Experience
Lenox Advisors January 2003 - Present
Henske Advisors, Inc. January 1999 - December 2002
Cowan Financial Group January 1995 - December 1998
Skills
Retirement Planning, Corporate Benefits, Series 7, CLU, CLTC, CFS, CTS, CFP, Disability Insurance, Long Term Care, Financial Planning, Estate Planning, Children's Financial..., Life Insurance, Long-term Care, Asset Allocation, Strategic Financial..., Financial Planners, Certified Financial..., Finance, Financial Advisory, Securities, Investments, Asset Management, Wealth Management, Equities
Education
University of Virginia 1990 — 1994
B.A., Government & Foreign Affairs
Northport High School 1986 — 1990
The American College
The Corporation for Long-Term Care Certification
CLTC
Lenox Advisors January 2003 - Present
Henske Advisors, Inc. January 1999 - December 2002
Cowan Financial Group January 1995 - December 1998
Skills
Retirement Planning, Corporate Benefits, Series 7, CLU, CLTC, CFS, CTS, CFP, Disability Insurance, Long Term Care, Financial Planning, Estate Planning, Children's Financial..., Life Insurance, Long-term Care, Asset Allocation, Strategic Financial..., Financial Planners, Certified Financial..., Finance, Financial Advisory, Securities, Investments, Asset Management, Wealth Management, Equities
Education
University of Virginia 1990 — 1994
B.A., Government & Foreign Affairs
Northport High School 1986 — 1990
The American College
The Corporation for Long-Term Care Certification
CLTC
Chris Reedal's Lenox Advisors Experience January 2003 - August 2011
Job Regional Account Manager
Industry Insurance
Experience
Reliance Standard September 2011 - Present
Lenox Advisors January 2003 - August 2011
Gallagher Benefit Services 1982 - 2003
Skills
Health Care Reform, Brokers, Human Resources, Insurance, Health Insurance, Underwriting, Term Life Insurance, Life Insurance, Health Savings Accounts, COBRA, Disability Insurance, Group Insurance, Long-term Care
Education
Southern Illinois University, Carbondale 1979 — 1981
Bachelor of Science, Administration of Justice/Sociology
Reliance Standard September 2011 - Present
Lenox Advisors January 2003 - August 2011
Gallagher Benefit Services 1982 - 2003
Skills
Health Care Reform, Brokers, Human Resources, Insurance, Health Insurance, Underwriting, Term Life Insurance, Life Insurance, Health Savings Accounts, COBRA, Disability Insurance, Group Insurance, Long-term Care
Education
Southern Illinois University, Carbondale 1979 — 1981
Bachelor of Science, Administration of Justice/Sociology
Dalays Lantigua Dalays Lantigua's Lenox Advisors Experience December 2006 - July 2008
Job Seasoned Insurance Professional
Industry Insurance
Experience
Eric Loebs Agency - Allstate Insurance September 2013 - Present
AppleOne February 2013 - August 2013
Dovetail Insurance Company September 2012 - February 2013
American Income Life December 2010 - July 2012
Accutech Machining, Inc. January 2011 - December 2011
Alegre Insurance Agency May 2009 - March 2010
Lenox Advisors December 2006 - July 2008
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Employee Benefits, Employee Relations, Insurance, Customer Service, Administrative..., Recruiting, Spreadsheets, Data Entry, Office Management, Adobe Acrobat, Process Improvement, Office Administration, Call Centers, Underwriting, Life Insurance, Invoicing, Telephone Skills, Accounting, Executive Support, Payroll, Public Speaking, Sales, Property, Disability Insurance
Education
Tiffin University 2010 — 2014
B.A., Psychology
Eric Loebs Agency - Allstate Insurance September 2013 - Present
AppleOne February 2013 - August 2013
Dovetail Insurance Company September 2012 - February 2013
American Income Life December 2010 - July 2012
Accutech Machining, Inc. January 2011 - December 2011
Alegre Insurance Agency May 2009 - March 2010
Lenox Advisors December 2006 - July 2008
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Employee Benefits, Employee Relations, Insurance, Customer Service, Administrative..., Recruiting, Spreadsheets, Data Entry, Office Management, Adobe Acrobat, Process Improvement, Office Administration, Call Centers, Underwriting, Life Insurance, Invoicing, Telephone Skills, Accounting, Executive Support, Payroll, Public Speaking, Sales, Property, Disability Insurance
Education
Tiffin University 2010 — 2014
B.A., Psychology
Craig Sendach Craig Sendach's Lenox Advisors Experience February 2011 - December 2014
Job Owner at Touching Hearts at Home Manhattan
Industry Marketing and Advertising
Experience
Touching Hearts at Home August 2015 - Present
Main Street Hub January 2015 - June 2015
Lenox Advisors February 2011 - December 2014
Lenox Advisors June 2009 - February 2011
Lenox Advisors June 2006 - June 2009
University of Delaware September 2006 - December 2006
Skills
Marketing, Social Media Marketing, Marketing Strategy, CRM, Management, Sales, Marketing Communications, Public Relations, Analytics, Social Networking, Email Marketing
Education
University of Delaware 2002 — 2006
Touching Hearts at Home August 2015 - Present
Main Street Hub January 2015 - June 2015
Lenox Advisors February 2011 - December 2014
Lenox Advisors June 2009 - February 2011
Lenox Advisors June 2006 - June 2009
University of Delaware September 2006 - December 2006
Skills
Marketing, Social Media Marketing, Marketing Strategy, CRM, Management, Sales, Marketing Communications, Public Relations, Analytics, Social Networking, Email Marketing
Education
University of Delaware 2002 — 2006
Scott Elfenbein Scott Elfenbein's Lenox Advisors Experience 2006 - 2008
Job Oversight & Control
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Credit Suisse 2010 - 2013
Credit Suisse 2008 - 2010
Lenox Advisors 2006 - 2008
Bernard Properties/Triple E Motel Corp (Howard Johnson Hotels, Quality Inn, Comfort Inn) 2004 - 2006
Skills
Asset Management, Project Management, Lean Six Sigma, Operational Risk..., Risk Management, Operational Excellence, Finance, Financial Modeling, Portfolio Management, Private Equity, Financial Analysis, Structured Products, Derivatives, Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Valuation, Financial Risk, Options, FX Options, Real Estate Economics, Real Estate Financing
Education
University of Hartford
JPMorgan Chase May 2014 - Present
Credit Suisse 2010 - 2013
Credit Suisse 2008 - 2010
Lenox Advisors 2006 - 2008
Bernard Properties/Triple E Motel Corp (Howard Johnson Hotels, Quality Inn, Comfort Inn) 2004 - 2006
Skills
Asset Management, Project Management, Lean Six Sigma, Operational Risk..., Risk Management, Operational Excellence, Finance, Financial Modeling, Portfolio Management, Private Equity, Financial Analysis, Structured Products, Derivatives, Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Valuation, Financial Risk, Options, FX Options, Real Estate Economics, Real Estate Financing
Education
University of Hartford
Twanna S. Toliver Twanna S. Toliver's Lenox Advisors Experience September 2006 - August 2009
Job Events | Office Administration | Community Engagement
Industry Executive Office
Experience
Girls Educational & Mentoring Services May 2013 - Present
The Riverside Church August 2009 - July 2012
Lenox Advisors September 2006 - August 2009
Northwestern Mutual February 2004 - September 2005
New York Life Insurance Company January 1999 - January 2004
Skills
Marketing, Event Producing, Customer Service, Leadership, Entrepreneurship, Finance, Event Management, Networking, Inventory Management, Sales, Graphic Design, Strategy, Program Management, Office Management, Project Management, Executive Calendar..., Vendor Contracts, Business Travel, Corporate Events, Non-profit Volunteer, Social Media Outreach, Operational Streamlining, Cost Control, Customer Engagement, Customer Support, Budget Management, Lean Six Sigma, Operation Efficiencies, Business Correspondence, Cross-functional Team...
Education
Pace University - Lubin School of Business
Candidate, Master of Business Administration
METROPOLITAN COLLEGE
Bachelor of Arts, Business Administration
Girls Educational & Mentoring Services May 2013 - Present
The Riverside Church August 2009 - July 2012
Lenox Advisors September 2006 - August 2009
Northwestern Mutual February 2004 - September 2005
New York Life Insurance Company January 1999 - January 2004
Skills
Marketing, Event Producing, Customer Service, Leadership, Entrepreneurship, Finance, Event Management, Networking, Inventory Management, Sales, Graphic Design, Strategy, Program Management, Office Management, Project Management, Executive Calendar..., Vendor Contracts, Business Travel, Corporate Events, Non-profit Volunteer, Social Media Outreach, Operational Streamlining, Cost Control, Customer Engagement, Customer Support, Budget Management, Lean Six Sigma, Operation Efficiencies, Business Correspondence, Cross-functional Team...
Education
Pace University - Lubin School of Business
Candidate, Master of Business Administration
METROPOLITAN COLLEGE
Bachelor of Arts, Business Administration
Evan Taback Evan Taback's Lenox Advisors Experience May 2014 - August 2014
Job Nickelodeon Finance Intern at Viacom
Industry Financial Services
Experience
Viacom American Delegate, Member of the Business & Society RoundtableInternational Student Conferences, Inc.July 2014 - August 2014
Lenox Advisors May 2014 - August 2014
Skills
Economics, Investments, Social Media, Creative Writing, Mathematics, Teamwork, Leadership, Financial Modeling, Bloomberg Terminal, Time Management, Microsoft Excel, Asset Management
Education
University of Michigan 2012 — 2016
Economics
Viacom American Delegate, Member of the Business & Society RoundtableInternational Student Conferences, Inc.July 2014 - August 2014
Lenox Advisors May 2014 - August 2014
Skills
Economics, Investments, Social Media, Creative Writing, Mathematics, Teamwork, Leadership, Financial Modeling, Bloomberg Terminal, Time Management, Microsoft Excel, Asset Management
Education
University of Michigan 2012 — 2016
Economics
Matthew Santini's Lenox Advisors Experience May 2014 - Present
Job Vice President, Asset Management at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors May 2014 - Present
CLS Investments, LLC August 2011 - May 2014
Milestone Capital Management, LLC June 2006 - August 2011
Citi September 2004 - June 2006
Skills
Alternative Investments, Asset Allocation, Series 7, Portfolio Management, Asset Management, Series 63, ETFs, Asset Managment, Equities, Mutual Funds, Investments, Wealth Management, Fixed Income, Investment Advisory, Bloomberg, Trading, Financial Modeling, Securities, Investment Management, Investment Strategies, Separately Managed..., Equity Research, Bonds, Hedge Funds
Education
Rollins College 2000 — 2004
Bachelor of Arts (B.A.), Economics
The Episcopal Academy
Lenox Advisors May 2014 - Present
CLS Investments, LLC August 2011 - May 2014
Milestone Capital Management, LLC June 2006 - August 2011
Citi September 2004 - June 2006
Skills
Alternative Investments, Asset Allocation, Series 7, Portfolio Management, Asset Management, Series 63, ETFs, Asset Managment, Equities, Mutual Funds, Investments, Wealth Management, Fixed Income, Investment Advisory, Bloomberg, Trading, Financial Modeling, Securities, Investment Management, Investment Strategies, Separately Managed..., Equity Research, Bonds, Hedge Funds
Education
Rollins College 2000 — 2004
Bachelor of Arts (B.A.), Economics
The Episcopal Academy
Amanda Pursley's Lenox Advisors Experience June 2012 - June 2013
Job Global Markets Intelligence Senior Analyst at Ipreo
Industry Management Consulting
Experience
Lenox Advisors June 2012 - June 2013
Initiative for Policy Dialogue January 2012 - May 2012
Morgan Stanley Smith Barney February 2008 - July 2011
Morgan Stanley Smith Barney August 2007 - July 2011
UC Santa Barbara September 2004 - June 2006
Skills
Process Improvement, Financial Services, Organizational..., Teamwork, Microsoft Office, Recruiting, Series 7, Policy Analysis, Project Management, Uniform Combined State..., Leadership, Client Service, Web Content, Business Process Design, Composition and..., Series 66, Stock Market Analysis, Stock Valuation, Management Consulting, FactSet, Microsoft Excel, Morningstar, Financial Modeling, Equities
Education
Columbia University - Graduate School of Arts and Sciences 2011 — 2012
MA, Political Science with focus on International Political Economy
University of California, Santa Barbara 2003 — 2006
BA, Political Science, International Relations
Lenox Advisors June 2012 - June 2013
Initiative for Policy Dialogue January 2012 - May 2012
Morgan Stanley Smith Barney February 2008 - July 2011
Morgan Stanley Smith Barney August 2007 - July 2011
UC Santa Barbara September 2004 - June 2006
Skills
Process Improvement, Financial Services, Organizational..., Teamwork, Microsoft Office, Recruiting, Series 7, Policy Analysis, Project Management, Uniform Combined State..., Leadership, Client Service, Web Content, Business Process Design, Composition and..., Series 66, Stock Market Analysis, Stock Valuation, Management Consulting, FactSet, Microsoft Excel, Morningstar, Financial Modeling, Equities
Education
Columbia University - Graduate School of Arts and Sciences 2011 — 2012
MA, Political Science with focus on International Political Economy
University of California, Santa Barbara 2003 — 2006
BA, Political Science, International Relations
Angela Lizzio Angela Lizzio's Lenox Advisors Experience May 2003 - March 2004
Job Senior Account Executive at Verizon Business
Industry Telecommunications
Experience
Verizon Business January 2006 - Present
Verizon Business March 2004 - January 2006
Lenox Advisors May 2003 - March 2004
New York Life Insurance Company May 2002 - May 2003
Skills
Account Management, Sales Operations, Program Management, Sales, Telecommunications, CRM, Direct Sales, Management, Call Centers, Managed Services, Business Development, MPLS, Telephony, Professional Services, Unified Communications, Solution Selling, VoIP
Education
State University of New York at Oswego 1998 — 2002
Bachelor of Science, Public Relations
Verizon Business January 2006 - Present
Verizon Business March 2004 - January 2006
Lenox Advisors May 2003 - March 2004
New York Life Insurance Company May 2002 - May 2003
Skills
Account Management, Sales Operations, Program Management, Sales, Telecommunications, CRM, Direct Sales, Management, Call Centers, Managed Services, Business Development, MPLS, Telephony, Professional Services, Unified Communications, Solution Selling, VoIP
Education
State University of New York at Oswego 1998 — 2002
Bachelor of Science, Public Relations
Matthew Megerdichian Matthew Megerdichian's Lenox Advisors Experience June 2011 - May 2015
Job Windows Systems Administrator at OTC Markets Group
Industry Information Technology and Services
Experience
OTC Markets Group May 2015 - Present
Fifth Avenue Financial June 2011 - May 2015
Lenox Advisors June 2011 - May 2015
Archbishop Molloy High School September 2010 - June 2011
2009-2010 December 2009 - May 2010
St. Francis College 2006 - 2010
St. Francis College 2006 - 2010
Skills
Teaching, Strategic Planning, Active Directory, Photoshop, Illustrator, PowerPoint, Social Media, Time Management, Leadership, Public Speaking, Coaching, Non-profits, Microsoft Office, Troubleshooting, Access, Microsoft Excel, Graphic Design, Social Networking, Windows 7, Microsoft Word, Outlook, Nonprofits
Education
St. Francis College 2006 — 2010
Bachelor's Degree, Information Technology
OTC Markets Group May 2015 - Present
Fifth Avenue Financial June 2011 - May 2015
Lenox Advisors June 2011 - May 2015
Archbishop Molloy High School September 2010 - June 2011
2009-2010 December 2009 - May 2010
St. Francis College 2006 - 2010
St. Francis College 2006 - 2010
Skills
Teaching, Strategic Planning, Active Directory, Photoshop, Illustrator, PowerPoint, Social Media, Time Management, Leadership, Public Speaking, Coaching, Non-profits, Microsoft Office, Troubleshooting, Access, Microsoft Excel, Graphic Design, Social Networking, Windows 7, Microsoft Word, Outlook, Nonprofits
Education
St. Francis College 2006 — 2010
Bachelor's Degree, Information Technology
John Z. Murphy John Z. Murphy's Lenox Advisors Experience November 2011 - May 2013
Job Director, Business Developement at SaxBST
Industry Financial Services
Experience
SaxBST September 2015 - Present
Gravitas May 2013 - September 2015
Lenox Advisors November 2011 - May 2013
Certified Financial Services April 2010 - October 2011
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Investments, Organization, Asset Protection, Disabilities, Strategic Planning, Fixed Annuities, Retirement, Series 7, Disability Insurance, Long-term Care, Insurance, Life Insurance, 401k, Mutual Funds, Asset Allocation, Securities, Long Term Care Insurance, Wealth, Asset Managment, Risk Management, Financial Analysis, Buy-sell Agreements, Alternative Investments, Financial Services, Investment Advisory, Employee Benefits, Financial Advisory, Fixed Income, Portfolio Management, Finance
Education
Ramapo College of New Jersey 2005 — 2010
Business Communications, Finance
SaxBST September 2015 - Present
Gravitas May 2013 - September 2015
Lenox Advisors November 2011 - May 2013
Certified Financial Services April 2010 - October 2011
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Investments, Organization, Asset Protection, Disabilities, Strategic Planning, Fixed Annuities, Retirement, Series 7, Disability Insurance, Long-term Care, Insurance, Life Insurance, 401k, Mutual Funds, Asset Allocation, Securities, Long Term Care Insurance, Wealth, Asset Managment, Risk Management, Financial Analysis, Buy-sell Agreements, Alternative Investments, Financial Services, Investment Advisory, Employee Benefits, Financial Advisory, Fixed Income, Portfolio Management, Finance
Education
Ramapo College of New Jersey 2005 — 2010
Business Communications, Finance
Dan Kelleher Dan Kelleher's Lenox Advisors Experience August 2009 - January 2011
Job CLU, ChFC, Senior Vice President at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation March 2011 - Present
Lenox Advisors August 2009 - January 2011
Skills
Retirement Planning, Series 7, Disability Insurance, Retirement, Employee Benefits, Fixed Annuities, Series 63, Wealth Management, Securities, Financial Services, Life Insurance, Estate Planning, Insurance, Investments, Term Life Insurance, 401k
Education
Montclair State University 1974 — 1976
BS, Marketing
Northeast Planning Corporation March 2011 - Present
Lenox Advisors August 2009 - January 2011
Skills
Retirement Planning, Series 7, Disability Insurance, Retirement, Employee Benefits, Fixed Annuities, Series 63, Wealth Management, Securities, Financial Services, Life Insurance, Estate Planning, Insurance, Investments, Term Life Insurance, 401k
Education
Montclair State University 1974 — 1976
BS, Marketing
Robert Brower's Lenox Advisors Experience 2009 - January 2010
Job at Maiorano & Associates
Industry Financial Services
Experience
Maiorano & Associates December 2009 - Present
Lenox Advisors 2009 - January 2010
AXA Advisors 2008 - 2009
National Securities July 2007 - August 2008
Education
State University of New York at Buffalo - School of Management 2004 — 2007
BA/BS, Economics, Financial Analysis
Maiorano & Associates December 2009 - Present
Lenox Advisors 2009 - January 2010
AXA Advisors 2008 - 2009
National Securities July 2007 - August 2008
Education
State University of New York at Buffalo - School of Management 2004 — 2007
BA/BS, Economics, Financial Analysis
TODD HAMMER, RFC's Lenox Advisors Experience January 2009 - April 2010
Job Wealth and Risk Management
Industry Financial Services
Experience
HammerFinancial September 1988 - Present
Lincoln Financial Advisors January 2012 - December 2014
Lenox Advisors January 2009 - April 2010
AXA US September 2005 - December 2008
New York Life 2003 - 2005
MetLife 2000 - 2003
The MONY Group 1997 - 2000
The Paul Revere Insurance Group September 1988 - 1997
Skills
Wealth Management, Finance, Financial Advisory, Fixed Annuities, Insurance, Retirement, Risk Management, Securities, Small Business, Retirement Planning, Hedge Funds, Investments, Strategic Financial..., Employee Benefits, Wealth, Financial Planning
Education
Tulane University 1975 — 1979
BA
Source Academy 1971 — 1975
HS
Dwight
HammerFinancial September 1988 - Present
Lincoln Financial Advisors January 2012 - December 2014
Lenox Advisors January 2009 - April 2010
AXA US September 2005 - December 2008
New York Life 2003 - 2005
MetLife 2000 - 2003
The MONY Group 1997 - 2000
The Paul Revere Insurance Group September 1988 - 1997
Skills
Wealth Management, Finance, Financial Advisory, Fixed Annuities, Insurance, Retirement, Risk Management, Securities, Small Business, Retirement Planning, Hedge Funds, Investments, Strategic Financial..., Employee Benefits, Wealth, Financial Planning
Education
Tulane University 1975 — 1979
BA
Source Academy 1971 — 1975
HS
Dwight
Michelle Oppedisano's Lenox Advisors Experience June 2015 - Present
Job SUNY New Paltz Graduate
Industry Financial Services
Experience
Lenox Advisors June 2015 - Present
SUNY New Paltz August 2014 - May 2015
Lenox Advisors June 2014 - August 2014
Olympia Sports August 2012 - May 2014
New York & Company February 2011 - January 2014
Panera Bread August 2009 - November 2010
Skills
Sales, Management, Customer Service, Computer Skills, Microsoft Excel, Clerical Skills, Customer Satisfaction, Merchandising, Retail Sales, Advertising, Leadership, Social Media, Research, Public Speaking
Education
SUNY New Paltz 2011 — 2015
Bachelor of Science (BS), Finance & Management
Walter Panas High School 2007 — 2011
Lenox Advisors June 2015 - Present
SUNY New Paltz August 2014 - May 2015
Lenox Advisors June 2014 - August 2014
Olympia Sports August 2012 - May 2014
New York & Company February 2011 - January 2014
Panera Bread August 2009 - November 2010
Skills
Sales, Management, Customer Service, Computer Skills, Microsoft Excel, Clerical Skills, Customer Satisfaction, Merchandising, Retail Sales, Advertising, Leadership, Social Media, Research, Public Speaking
Education
SUNY New Paltz 2011 — 2015
Bachelor of Science (BS), Finance & Management
Walter Panas High School 2007 — 2011
Stephanie Madden's Lenox Advisors Experience November 2014 - Present
Job Accomplished IT and Operations Strategist. Versatile Tech Champion. Entrepreneur, Visionary, Mentor and Business Partner
Industry Information Technology and Services
Experience
Lenox Advisors November 2014 - Present
Madden Digital October 2014 - Present
Van Wagner Communications February 2011 - October 2014
Lenox Advisors January 2007 - January 2011
Lenox Advisors November 2003 - December 2006
Skills
IT Management, Process Improvement, Finance, Security, Management, IT Strategy, Leadership, Disaster Recovery, Business Continuity, Strategic Planning, Enterprise Software, Business Analysis, Microsoft Lync, Microsoft Exchange, Active Directory, Project Management, Microsoft Office 365, Windows Azure, VMware, Business Process..., Vendor Management, Infrastructure, Microsoft SQL Server, Windows Server, Business Intelligence, Windows 8, Cloud Computing, Virtualization, SDLC, ITIL, Data Center, Information Technology, System Deployment, Networking, Access, Risk Management, Windows 7, Agile Methodologies, Microsoft Excel, Help Desk Support, Strategy, Integration, CRM, SaaS, IaaS, PaaS, Program Management, Databases, Business Process, Servers
Education
University of Colorado at Boulder
Bachelor of Arts (BA)
University of Salamanca
NETCOM Learning 2010 — 2010
John F, Kennedy HIgh School
Lenox Advisors November 2014 - Present
Madden Digital October 2014 - Present
Van Wagner Communications February 2011 - October 2014
Lenox Advisors January 2007 - January 2011
Lenox Advisors November 2003 - December 2006
Skills
IT Management, Process Improvement, Finance, Security, Management, IT Strategy, Leadership, Disaster Recovery, Business Continuity, Strategic Planning, Enterprise Software, Business Analysis, Microsoft Lync, Microsoft Exchange, Active Directory, Project Management, Microsoft Office 365, Windows Azure, VMware, Business Process..., Vendor Management, Infrastructure, Microsoft SQL Server, Windows Server, Business Intelligence, Windows 8, Cloud Computing, Virtualization, SDLC, ITIL, Data Center, Information Technology, System Deployment, Networking, Access, Risk Management, Windows 7, Agile Methodologies, Microsoft Excel, Help Desk Support, Strategy, Integration, CRM, SaaS, IaaS, PaaS, Program Management, Databases, Business Process, Servers
Education
University of Colorado at Boulder
Bachelor of Arts (BA)
University of Salamanca
NETCOM Learning 2010 — 2010
John F, Kennedy HIgh School
Chris Moschovitis's Lenox Advisors Experience June 2010 - May 2012
Job CEO of tmgemedia, an independent firm providing technology consulting services to clients worldwide.
Industry Information Technology and Services
Experience
tmg-emedia, inc, May 1989 - Present
Information Technology Management Group, LLC 1988 - Present
Duval & Stachenfeld LLP January 1999 - June 2012
Lenox Advisors June 2010 - May 2012
Otterbourg, Steindler, Houston & Rosen, P.C February 2010 - January 2012
Summit Business Media April 2004 - June 2011
Time Out New York May 2009 - December 2010
Harvard Business School Publishing August 2007 - June 2009
The O'Connor Group January 1987 - May 1989
Pratt Institute May 1985 - December 1987
Skills
Business Strategy, Management Consulting, Consulting, Strategic Planning, Digital Media, Mergers, Executive Management, Strategic Partnerships, Entrepreneurship, Content Management, Thought Leadership, Start-ups, Marketing Strategy, IT Management, Social Media, E-commerce, Change Management, Project Management, SaaS, New Business Development, Publishing, Outsourcing, Leadership, Mergers & Acquisitions, Management, Strategy, CRM, Business Transformation, Product Marketing, Budgets, Product Management, Business Development, IT Service Management, Cloud Computing, Enterprise Software, Software Development, Lead Generation, Analytics, Business Intelligence, Information Technology, Vendor Management, Cross-functional Team..., IT Strategy, Program Management, Mobile Devices, Professional Services, Integration, Business Analysis, Competitive Analysis, Venture Capital
Education
New York University 1985 — 1988
Ph.D. Candidate, Management, Education
State University of New York College at Brockport 1979 — 1983
Bachelor's degree, Physics, Computer Science
tmg-emedia, inc, May 1989 - Present
Information Technology Management Group, LLC 1988 - Present
Duval & Stachenfeld LLP January 1999 - June 2012
Lenox Advisors June 2010 - May 2012
Otterbourg, Steindler, Houston & Rosen, P.C February 2010 - January 2012
Summit Business Media April 2004 - June 2011
Time Out New York May 2009 - December 2010
Harvard Business School Publishing August 2007 - June 2009
The O'Connor Group January 1987 - May 1989
Pratt Institute May 1985 - December 1987
Skills
Business Strategy, Management Consulting, Consulting, Strategic Planning, Digital Media, Mergers, Executive Management, Strategic Partnerships, Entrepreneurship, Content Management, Thought Leadership, Start-ups, Marketing Strategy, IT Management, Social Media, E-commerce, Change Management, Project Management, SaaS, New Business Development, Publishing, Outsourcing, Leadership, Mergers & Acquisitions, Management, Strategy, CRM, Business Transformation, Product Marketing, Budgets, Product Management, Business Development, IT Service Management, Cloud Computing, Enterprise Software, Software Development, Lead Generation, Analytics, Business Intelligence, Information Technology, Vendor Management, Cross-functional Team..., IT Strategy, Program Management, Mobile Devices, Professional Services, Integration, Business Analysis, Competitive Analysis, Venture Capital
Education
New York University 1985 — 1988
Ph.D. Candidate, Management, Education
State University of New York College at Brockport 1979 — 1983
Bachelor's degree, Physics, Computer Science
Chelsea Starks Chelsea Starks's Lenox Advisors Experience June 2014 - July 2015
Job Operations at Zipway LLC
Industry Sports
Experience
Zipway LLC August 2015 - Present
Lenox Advisors June 2014 - July 2015
Marcum LLP September 2013 - December 2013
Lenox Advisors May 2012 - August 2012
Steps Dance Studio May 2007 - March 2009
Skills
Cash Handling Experience, Customer Service, Marketing, Event Planning, Editing, Microsoft Office, PowerPoint, Time Management, Social Media Marketing, Project Management, Business Development, Sponsorship, Management, Research
Education
University of Hartford 2010 — 2014
Bachelor's Degree, Marketing/Psychology
Zipway LLC August 2015 - Present
Lenox Advisors June 2014 - July 2015
Marcum LLP September 2013 - December 2013
Lenox Advisors May 2012 - August 2012
Steps Dance Studio May 2007 - March 2009
Skills
Cash Handling Experience, Customer Service, Marketing, Event Planning, Editing, Microsoft Office, PowerPoint, Time Management, Social Media Marketing, Project Management, Business Development, Sponsorship, Management, Research
Education
University of Hartford 2010 — 2014
Bachelor's Degree, Marketing/Psychology
Teddy van Beuren Teddy van Beuren's Lenox Advisors Experience June 2013 - December 2014
Job Client Portfolio Manager I Zeke Capital Advisors
Industry Investment Management
Experience
Zeke Capital Advisors, LLC January 2015 - Present
Lenox Advisors June 2013 - December 2014
Jefferies LLC 2007 - 2010
Skills
Entrepreneurship, Risk Management, Fundraising, Marketing Strategy, Strategic Planning, Wealth Management, Retirement Planning, Financial Advisory, Insurance, Investments, Asset Management, Alternative Investments
Education
Princeton University 2001 — 2005
Hill School
Zeke Capital Advisors, LLC January 2015 - Present
Lenox Advisors June 2013 - December 2014
Jefferies LLC 2007 - 2010
Skills
Entrepreneurship, Risk Management, Fundraising, Marketing Strategy, Strategic Planning, Wealth Management, Retirement Planning, Financial Advisory, Insurance, Investments, Asset Management, Alternative Investments
Education
Princeton University 2001 — 2005
Hill School
Thomas DiCarlo Thomas DiCarlo's Lenox Advisors Experience July 2013 - April 2015
Job Sales and Marketing Manager at PURE Group of Insurance Companies
Industry Financial Services
Experience
PURE Group of Insurance Companies April 2015 - Present
Fifth Avenue Financial July 2013 - April 2015
Lenox Advisors July 2013 - April 2015
PetFlow November 2012 - November 2013
Roosevelt & Cross, Inc. 2011 - 2012
Skills
Financial Analysis, Financial Services, Microsoft Excel, Investments, Strategic Financial..., Mutual Funds, Securities, Financial Planning, Estate Planning, Financial Modeling, Property & Casualty..., Life Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Inventory Analysis, PowerPoint, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance
PURE Group of Insurance Companies April 2015 - Present
Fifth Avenue Financial July 2013 - April 2015
Lenox Advisors July 2013 - April 2015
PetFlow November 2012 - November 2013
Roosevelt & Cross, Inc. 2011 - 2012
Skills
Financial Analysis, Financial Services, Microsoft Excel, Investments, Strategic Financial..., Mutual Funds, Securities, Financial Planning, Estate Planning, Financial Modeling, Property & Casualty..., Life Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Inventory Analysis, PowerPoint, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance
Vanessa Cardona, CWWS Vanessa Cardona, CWWS's Lenox Advisors Experience November 2005 - July 2011
Job Field Account Manager Oxford/United Healthcare
Industry Insurance
Experience
UnitedHealth Group February 2015 - Present
UnitedHealth Group July 2011 - February 2015
Lenox Advisors November 2005 - July 2011
Lenox Advisors November 2005 - August 2010
Skills
Insurance, Disability Insurance, HRIS, Employee Benefits, Benefits Administration, Long-term Care, Customer Service, Health Insurance, Health Savings Accounts, Life Insurance, Healthcare, Medicare, Managed Care, Underwriting, Account Management, Team Building, Claim, Term Life Insurance, COBRA, Brokers, Sales, Strategic Planning
Education
Stony Brook University 2000 — 2004
Biology, Business
st. francis prep
UnitedHealth Group February 2015 - Present
UnitedHealth Group July 2011 - February 2015
Lenox Advisors November 2005 - July 2011
Lenox Advisors November 2005 - August 2010
Skills
Insurance, Disability Insurance, HRIS, Employee Benefits, Benefits Administration, Long-term Care, Customer Service, Health Insurance, Health Savings Accounts, Life Insurance, Healthcare, Medicare, Managed Care, Underwriting, Account Management, Team Building, Claim, Term Life Insurance, COBRA, Brokers, Sales, Strategic Planning
Education
Stony Brook University 2000 — 2004
Biology, Business
st. francis prep
Pamela Capalad, CFP®'s Lenox Advisors Experience March 2008 - April 2010
Job Financial Planner at Brunch & Budget and Financial Literacy Educator at Pockets Change
Industry Financial Services
Experience
Brunch & Budget January 2013 - Present
Pockets Change December 2008 - Present
WealthEdge Advisors February 2013 - November 2014
Lenox Advisors, Inc. April 2010 - January 2013
Lenox Advisors March 2008 - April 2010
Creative Wealth International April 2005 - March 2008
University of California College Prep Online September 2004 - June 2007
Skills
Strategic Financial..., Investments, Retirement Planning, Finance, Wealth Management, Financial Advisory, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Coaching, Retirement, Small Business, Entrepreneurship, Business Planning, Training, Financial Planning, Personal Financial..., Personal Budgeting, Small Business...
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, College of Creative Studies, Literature
Brunch & Budget January 2013 - Present
Pockets Change December 2008 - Present
WealthEdge Advisors February 2013 - November 2014
Lenox Advisors, Inc. April 2010 - January 2013
Lenox Advisors March 2008 - April 2010
Creative Wealth International April 2005 - March 2008
University of California College Prep Online September 2004 - June 2007
Skills
Strategic Financial..., Investments, Retirement Planning, Finance, Wealth Management, Financial Advisory, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Coaching, Retirement, Small Business, Entrepreneurship, Business Planning, Training, Financial Planning, Personal Financial..., Personal Budgeting, Small Business...
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, College of Creative Studies, Literature
Meghan Bergman, CFP Meghan Bergman, CFP's Lenox Advisors Experience October 2006 - Present
Job Senior Vice President | Director of Asset Management | Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors October 2006 - Present
FundQuest 2003 - 2006
Skills
Asset Managment, Retirement Planning, Risk Management, Asset Management
Education
Chatham High School
University of Colorado at Boulder
Lenox Advisors October 2006 - Present
FundQuest 2003 - 2006
Skills
Asset Managment, Retirement Planning, Risk Management, Asset Management
Education
Chatham High School
University of Colorado at Boulder
Larry Greenwald ChFC®, CLU®,CASL®,RICP®,CLTC Larry Greenwald ChFC®, CLU®,CASL®,RICP®,CLTC's Lenox Advisors Experience January 2009 - Present
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2009 - Present
Sanders Morris Harris January 2008 - September 2008
Leerink Swann & Co., Inc. May 2006 - January 2007
RBC Capital Markets June 1999 - February 2006
DRW 1999 - 2006
Sanford C. Bernstein 1981 - 1992
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Securities, Capital Markets, Equities, Series 7, Risk Management, Asset Managment, Valuation, Due Diligence, Fixed Income, Financial Analysis, Financial Modeling
Education
The American College 2009 — 2011
ChFC®, CLU®, CASL®, RICP®, Financial and Insurance Planning
University of New Haven 1975 — 1977
MBA, Finance
The University of Connecticut 1971 — 1975
BA, Liberal Arts and Sciences/Liberal Studies
Lenox Advisors January 2009 - Present
Sanders Morris Harris January 2008 - September 2008
Leerink Swann & Co., Inc. May 2006 - January 2007
RBC Capital Markets June 1999 - February 2006
DRW 1999 - 2006
Sanford C. Bernstein 1981 - 1992
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Securities, Capital Markets, Equities, Series 7, Risk Management, Asset Managment, Valuation, Due Diligence, Fixed Income, Financial Analysis, Financial Modeling
Education
The American College 2009 — 2011
ChFC®, CLU®, CASL®, RICP®, Financial and Insurance Planning
University of New Haven 1975 — 1977
MBA, Finance
The University of Connecticut 1971 — 1975
BA, Liberal Arts and Sciences/Liberal Studies
Sarah Blanchard (formerly Buckley-Green)'s Lenox Advisors Experience 2003 - 2004
Job Director, Client Support at Zenefits
Industry Management Consulting
Experience
Zenefits May 2014 - Present
Truly Accomplished July 2013 - May 2014
Southern Marin Mother's Club March 2012 - March 2014
The Lime Group August 2010 - September 2012
Shumway Capital March 2008 - July 2010
The Trium Group June 2008 - October 2008
Redwood Trust May 2006 - June 2008
Banc of America Securities 2004 - May 2006
Lenox Advisors 2003 - 2004
Back Bay Restaurant Group 2002 - 2003
Skills
Strategic Planning, Investor Relations, Management Consulting, Due Diligence
Education
Northeastern University 1998 — 2002
St. Timothy's School (Stevenson, Maryland) 1993 — 1997
Zenefits May 2014 - Present
Truly Accomplished July 2013 - May 2014
Southern Marin Mother's Club March 2012 - March 2014
The Lime Group August 2010 - September 2012
Shumway Capital March 2008 - July 2010
The Trium Group June 2008 - October 2008
Redwood Trust May 2006 - June 2008
Banc of America Securities 2004 - May 2006
Lenox Advisors 2003 - 2004
Back Bay Restaurant Group 2002 - 2003
Skills
Strategic Planning, Investor Relations, Management Consulting, Due Diligence
Education
Northeastern University 1998 — 2002
St. Timothy's School (Stevenson, Maryland) 1993 — 1997
Caroline Summers's Lenox Advisors Experience March 2012 - Present
Job Client Service Associate
Industry Investment Management
Experience
Lenox Advisors March 2012 - Present
Metro Bank March 2011 - March 2012
Metro Bank August 2009 - January 2010
Waller Corporation August 2007 - August 2009
Skills
Analytics, Risk Management, Portfolio Management, Process Improvement, Loans, Financial Analysis, Microsoft Excel, Financial Risk, Recruiting, Credit
Education
Robert Morris University 2004 — 2008
Bachelors, Business Management
Central Dauphin High School 1999 — 2003
Lenox Advisors March 2012 - Present
Metro Bank March 2011 - March 2012
Metro Bank August 2009 - January 2010
Waller Corporation August 2007 - August 2009
Skills
Analytics, Risk Management, Portfolio Management, Process Improvement, Loans, Financial Analysis, Microsoft Excel, Financial Risk, Recruiting, Credit
Education
Robert Morris University 2004 — 2008
Bachelors, Business Management
Central Dauphin High School 1999 — 2003
Kirk Michie's Lenox Advisors Experience March 2006 - April 2007
Job Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Devon Warren Devon Warren's Lenox Advisors Experience August 2013 - April 2015
Job Associate at CBRE
Industry Commercial Real Estate
Experience
CBRE April 2015 - Present
Lenox Advisors August 2013 - April 2015
MD Global Partners, LLC May 2012 - August 2013
Skills
Financial Modeling, Valuation, Investments, Due Diligence, Finance, PowerPoint, Mergers & Acquisitions, Financial Analysis, Bloomberg, Strategy, Analysis, Banking, Investment Banking, Restructuring, Capital IQ
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Bachelor's degree, Finance, General
CBRE April 2015 - Present
Lenox Advisors August 2013 - April 2015
MD Global Partners, LLC May 2012 - August 2013
Skills
Financial Modeling, Valuation, Investments, Due Diligence, Finance, PowerPoint, Mergers & Acquisitions, Financial Analysis, Bloomberg, Strategy, Analysis, Banking, Investment Banking, Restructuring, Capital IQ
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Bachelor's degree, Finance, General
Daniel Lakhman's Lenox Advisors Experience May 2014 - August 2014
Job Risk and Compliance Consultant at Protiviti
Industry Financial Services
Experience
Protiviti September 2015 - Present
Lenox Advisors May 2014 - August 2014
Commonwealth Foreign Exchange May 2013 - August 2013
North Hills Country Club May 2011 - August 2013
Team IMPACT August 2012 - May 2013
Orienta Beach Club June 2012 - July 2012
North Shore Tennis Club June 2011 - August 2011
Skills
Microsoft Excel, Foreign Exchange, PowerPoint, Teamwork, Outlook, Coaching, Leadership
Education
Muhlenberg College 2011 — 2015
B.A., Finance, Minor: Business Administration
Protiviti September 2015 - Present
Lenox Advisors May 2014 - August 2014
Commonwealth Foreign Exchange May 2013 - August 2013
North Hills Country Club May 2011 - August 2013
Team IMPACT August 2012 - May 2013
Orienta Beach Club June 2012 - July 2012
North Shore Tennis Club June 2011 - August 2011
Skills
Microsoft Excel, Foreign Exchange, PowerPoint, Teamwork, Outlook, Coaching, Leadership
Education
Muhlenberg College 2011 — 2015
B.A., Finance, Minor: Business Administration
Andrew Wilensky Andrew Wilensky's Lenox Advisors Experience May 2011 - June 2011
Job Student at University of Alabama
Industry Financial Services
Experience
Millennium Management June 2015 - Present
Phi Delta Theta Fraternity November 2013 - July 2015
Lenox Wealth Advisors May 2014 - July 2014
Home-Grown Industries of Ga, Inc. dba Mellow Mushroom August 2010 - August 2013
Lenox Wealth Advisors May 2013 - July 2013
Lenox Wealth Advisors May 2012 - July 2012
Lenox Advisors May 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Alabama 2015 — 2016
Master's degree, Finance, General
University of Alabama 2013 — 2015
BS, Finance
Millennium Management June 2015 - Present
Phi Delta Theta Fraternity November 2013 - July 2015
Lenox Wealth Advisors May 2014 - July 2014
Home-Grown Industries of Ga, Inc. dba Mellow Mushroom August 2010 - August 2013
Lenox Wealth Advisors May 2013 - July 2013
Lenox Wealth Advisors May 2012 - July 2012
Lenox Advisors May 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Alabama 2015 — 2016
Master's degree, Finance, General
University of Alabama 2013 — 2015
BS, Finance
Joseph Femia's Lenox Advisors Experience 2012 - Present
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors 2012 - Present
Northwestern Mutual January 2011 - May 2012
Skills
Retirement Planning, Asset Management, Insurance, Estate Planning, Alternative Investments, Financial Planners, Disability Insurance, Wealth Management, Long-term Care, Asset Allocation, Risk Management, Asset Managment, Investments, Mutual Funds
Education
Mahopac High School
Springfield College
BS, Mathematics
Lenox Advisors 2012 - Present
Northwestern Mutual January 2011 - May 2012
Skills
Retirement Planning, Asset Management, Insurance, Estate Planning, Alternative Investments, Financial Planners, Disability Insurance, Wealth Management, Long-term Care, Asset Allocation, Risk Management, Asset Managment, Investments, Mutual Funds
Education
Mahopac High School
Springfield College
BS, Mathematics
Stephanie Chu Stephanie Chu's Lenox Advisors Experience January 2012 - April 2012
Job Health and Benefits Analyst at Mercer
Industry Hospital & Health Care
Experience
Mercer July 2014 - Present
JS Capital December 2012 - April 2014
Soros Fund Management May 2012 - August 2012
Lenox Advisors January 2012 - April 2012
Lenox Advisors June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor’s Degree, Accounting and Finance
Universidad de Navarra 2012 — 2012
Accounting and Finance
Mercer July 2014 - Present
JS Capital December 2012 - April 2014
Soros Fund Management May 2012 - August 2012
Lenox Advisors January 2012 - April 2012
Lenox Advisors June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor’s Degree, Accounting and Finance
Universidad de Navarra 2012 — 2012
Accounting and Finance
Brian Book's Lenox Advisors Experience May 2014 - August 2014
Job Student at Tulane University A.B. Freeman School of Business
Industry
Experience
Lenox Advisors May 2014 - August 2014
Tulane University Athletic Department September 2013 - December 2013
CUTCO Cutlery June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Research, Event Planning, PowerPoint, Microsoft Word, Teamwork, Leadership, Social Media, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Staples High School 2009 — 2013
Lenox Advisors May 2014 - August 2014
Tulane University Athletic Department September 2013 - December 2013
CUTCO Cutlery June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Research, Event Planning, PowerPoint, Microsoft Word, Teamwork, Leadership, Social Media, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Staples High School 2009 — 2013
Jonathan Rosa Jonathan Rosa's Lenox Advisors Experience June 2014 - October 2014
Job Tax Data Services at Broadridge Financial Solutions
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2015 - Present
Broadridge Financial Solutions November 2014 - May 2015
Lenox Advisors June 2014 - October 2014
Skills
Finance, Networking, Social Media, Microsoft Excel, Leadership, Teamwork, Time Management, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Team Management, Insurance
Education
Sacred Heart University 2010 — 2014
Finance, General
St. Anthony's High School 2006 — 2010
Oppenheimer & Co. Inc. May 2015 - Present
Broadridge Financial Solutions November 2014 - May 2015
Lenox Advisors June 2014 - October 2014
Skills
Finance, Networking, Social Media, Microsoft Excel, Leadership, Teamwork, Time Management, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Team Management, Insurance
Education
Sacred Heart University 2010 — 2014
Finance, General
St. Anthony's High School 2006 — 2010
Patrick Hartnett's Lenox Advisors Experience May 2014 - August 2014
Job Data Analyst Intern at 84.51˚
Industry
Experience
84.51˚ May 2015 - August 2015
Lenox Advisors May 2014 - August 2014
Lenox Advisors May 2013 - July 2013
Skills
Microsoft Excel, R, C++, Stata, Data Analysis, SQL, SAS Programming, PowerPoint, Microsoft Word, Microsoft Office
Education
University of Notre Dame 2013 — 2016
Bachelor of Science (BS), Applied and Computational Mathematics and Statistics; Economics, 3.984/4.0 GPA
84.51˚ May 2015 - August 2015
Lenox Advisors May 2014 - August 2014
Lenox Advisors May 2013 - July 2013
Skills
Microsoft Excel, R, C++, Stata, Data Analysis, SQL, SAS Programming, PowerPoint, Microsoft Word, Microsoft Office
Education
University of Notre Dame 2013 — 2016
Bachelor of Science (BS), Applied and Computational Mathematics and Statistics; Economics, 3.984/4.0 GPA
Matt Hoenes, CFP® Matt Hoenes, CFP®'s Lenox Advisors Experience June 2012 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2012 - Present
Chase Investment Services Corp. November 2011 - June 2012
DeRose Financial Planning Group June 2007 - September 2011
Education
University of Missouri-Columbia
Post-Bacc, Personal Financial Planning
University of Missouri-Columbia
Bachelor, Business and Sociology
Lenox Advisors June 2012 - Present
Chase Investment Services Corp. November 2011 - June 2012
DeRose Financial Planning Group June 2007 - September 2011
Education
University of Missouri-Columbia
Post-Bacc, Personal Financial Planning
University of Missouri-Columbia
Bachelor, Business and Sociology
Christine Ferling Burrows Christine Ferling Burrows's Lenox Advisors Experience January 2014 - Present
Job Sr. Business Development & Client Relations Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2014 - Present
Lenox Advisors January 2013 - Present
Lenox Advisors January 2011 - December 2012
Hebert Financial and Insurance Services September 2007 - December 2010
The Maxima Group LLC 2000 - 2004
Carter Hawley Hale Stores 1984 - 1988
Union Bank of Switzerland 1980 - 1983
Education
UCLA Anderson School of Management 1982 — 1984
M.B.A., Finance
Pomona College 1976 — 1980
BA, International Relations
Claremont High School 1972 — 1976
Lenox Advisors January 2014 - Present
Lenox Advisors January 2013 - Present
Lenox Advisors January 2011 - December 2012
Hebert Financial and Insurance Services September 2007 - December 2010
The Maxima Group LLC 2000 - 2004
Carter Hawley Hale Stores 1984 - 1988
Union Bank of Switzerland 1980 - 1983
Education
UCLA Anderson School of Management 1982 — 1984
M.B.A., Finance
Pomona College 1976 — 1980
BA, International Relations
Claremont High School 1972 — 1976
Scott Gohres Scott Gohres's Lenox Advisors Experience July 2012 - Present
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors July 2012 - Present
American Airlines April 2006 - December 2012
AmPac Lending January 2003 - September 2008
Skills
Retirement Planning, Estate Planning, Wealth Management, Finance, Corporate Benefits, Executive Benefit..., Tax-advantaged..., Risk Management, Asset Management, Insurance, Financial Advisory, Management, Wealth, Investments, Employee Benefits, Customer Service, Mutual Funds, College Savings Plans
Education
Northern Arizona University, College of Business Administration 1988 — 1992
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Lenox Advisors July 2012 - Present
American Airlines April 2006 - December 2012
AmPac Lending January 2003 - September 2008
Skills
Retirement Planning, Estate Planning, Wealth Management, Finance, Corporate Benefits, Executive Benefit..., Tax-advantaged..., Risk Management, Asset Management, Insurance, Financial Advisory, Management, Wealth, Investments, Employee Benefits, Customer Service, Mutual Funds, College Savings Plans
Education
Northern Arizona University, College of Business Administration 1988 — 1992
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ariel Boyle's Lenox Advisors Experience May 2010 - July 2010
Job Treasury Analyst at AIG
Industry Financial Services
Experience
AIG November 2013 - Present
Bank of America June 2012 - October 2013
Build-A-Bear Workshop June 2007 - January 2012
New York Life Insurance Company May 2011 - August 2011
Geneseo University Book Store August 2009 - May 2011
Lenox Advisors May 2010 - July 2010
Skills
Financial Analysis, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Forecasting, Microsoft Word, Variance Analysis, Analysis, Finance, Managerial Finance, Corporate Finance, Auditing, Financial Reporting, Access, Data Analysis, Time Management, Financial Accounting, Account Reconciliation, Outlook, Essbase, Hyperion Planning, Budgets, Financial Modeling, Internal Audit, Cash Flow Forecasting, Liquidity Management, Liquidity Risk
Education
SUNY Geneseo 2008 — 2012
Bachelor of Science (B.S.), Accounting
Nanuet Senior High School
AIG November 2013 - Present
Bank of America June 2012 - October 2013
Build-A-Bear Workshop June 2007 - January 2012
New York Life Insurance Company May 2011 - August 2011
Geneseo University Book Store August 2009 - May 2011
Lenox Advisors May 2010 - July 2010
Skills
Financial Analysis, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Forecasting, Microsoft Word, Variance Analysis, Analysis, Finance, Managerial Finance, Corporate Finance, Auditing, Financial Reporting, Access, Data Analysis, Time Management, Financial Accounting, Account Reconciliation, Outlook, Essbase, Hyperion Planning, Budgets, Financial Modeling, Internal Audit, Cash Flow Forecasting, Liquidity Management, Liquidity Risk
Education
SUNY Geneseo 2008 — 2012
Bachelor of Science (B.S.), Accounting
Nanuet Senior High School
Benjamin Hochberger Benjamin Hochberger's Lenox Advisors Experience May 2013 - August 2013
Job Inside Sales Executive at ZocDoc
Industry Medical Practice
Experience
ZocDoc May 2015 - Present
ZocDoc January 2015 - April 2015
ZocDoc August 2014 - December 2014
Lenox Advisors May 2013 - August 2013
MTV Networks May 2012 - August 2012
Len Berman's ThatsSports.com October 2011 - May 2012
Syracuse University Soccer Team August 2011 - November 2011
New York Red Bulls May 2011 - August 2011
Mrs. Green's Natural Market June 2007 - July 2010
Skills
Hebrew, Sports, Social Media, Sports Management, Sports Marketing, Event Planning, Microsoft Suites, Adobe Creative Suite, Final Cut Pro, Social Networking, Public Relations, Marketing, Marketing Strategy, Facebook, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Sales, Social Media Marketing
Education
Syracuse University 2010 — 2014
Bachelors of Science, Public Relations, GPA: 3.8
Solomon Schechter School of Westchester
ZocDoc May 2015 - Present
ZocDoc January 2015 - April 2015
ZocDoc August 2014 - December 2014
Lenox Advisors May 2013 - August 2013
MTV Networks May 2012 - August 2012
Len Berman's ThatsSports.com October 2011 - May 2012
Syracuse University Soccer Team August 2011 - November 2011
New York Red Bulls May 2011 - August 2011
Mrs. Green's Natural Market June 2007 - July 2010
Skills
Hebrew, Sports, Social Media, Sports Management, Sports Marketing, Event Planning, Microsoft Suites, Adobe Creative Suite, Final Cut Pro, Social Networking, Public Relations, Marketing, Marketing Strategy, Facebook, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Sales, Social Media Marketing
Education
Syracuse University 2010 — 2014
Bachelors of Science, Public Relations, GPA: 3.8
Solomon Schechter School of Westchester
Jonathan Davis, CFP®'s Lenox Advisors Experience PartnerLenox AdvisorsFebruary 2015 - Present
Job Partner at Lenox Advisors I Estate Planning I Asset Management I Insurance I Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors PartnerLenox AdvisorsFebruary 2015 - Present
Cowan Financial Group September 1994 - June 2005
Education
University of Arizona 1989 — 1993
BA
Lenox Advisors PartnerLenox AdvisorsFebruary 2015 - Present
Cowan Financial Group September 1994 - June 2005
Education
University of Arizona 1989 — 1993
BA
Michael Book Michael Book's Lenox Advisors Experience February 1994 - Present
Job Managing Partner, Lenox Advisors Inc. | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors February 1994 - Present
Fifth Avenue Financial January 1994 - Present
Skills
Retirement Planning, Asset Management, Business Strategy, Insurance, Wealth Management, Portfolio Management, Investments, Estate Planning, Asset Allocation, Risk Management, Wealth, Asset Managment, Financial Planners, Management, Mutual Funds, Integrated Marketing, Securities, Finance, Strategic Financial..., Small Business, Disability Insurance
Education
University of Delaware 1982 — 1986
Montville Township High School
Lenox Advisors February 1994 - Present
Fifth Avenue Financial January 1994 - Present
Skills
Retirement Planning, Asset Management, Business Strategy, Insurance, Wealth Management, Portfolio Management, Investments, Estate Planning, Asset Allocation, Risk Management, Wealth, Asset Managment, Financial Planners, Management, Mutual Funds, Integrated Marketing, Securities, Finance, Strategic Financial..., Small Business, Disability Insurance
Education
University of Delaware 1982 — 1986
Montville Township High School
Eloise Spinello Eloise Spinello's Lenox Advisors Experience April 2014 - Present
Job Senior Case Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors April 2014 - Present
Lenox Advisors September 2011 - April 2014
Bloomberg May 2010 - August 2010
Bloomberg May 2009 - August 2009
Jefferies & Company June 2008 - August 2008
Skills
Microsoft Excel, Fixed Income, Strategy, SAP, Financial Reporting, Auditing, Financial Services, Equities, Accounts Payable, Mergers & Acquisitions
Education
The George Washington University - School of Business 2007 — 2011
BBA, Business & Economic Public Policy, International Business, Minor in Economics
Lenox Advisors April 2014 - Present
Lenox Advisors September 2011 - April 2014
Bloomberg May 2010 - August 2010
Bloomberg May 2009 - August 2009
Jefferies & Company June 2008 - August 2008
Skills
Microsoft Excel, Fixed Income, Strategy, SAP, Financial Reporting, Auditing, Financial Services, Equities, Accounts Payable, Mergers & Acquisitions
Education
The George Washington University - School of Business 2007 — 2011
BBA, Business & Economic Public Policy, International Business, Minor in Economics
Emily Majewski Emily Majewski's Lenox Advisors Experience March 2015 - Present
Job Marketing Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors March 2015 - Present
Oppenheimer & Co. November 2012 - February 2015
Hamlyn Senior Marketing October 2011 - November 2012
Philadelphia Business Journal May 2011 - September 2011
Skills
Event Planning, Event Management, Copywriting, Press Releases, Sponsorship, Direct Mail, Advertising, Marketing, Facebook, Social Media, Marketing Strategy, Social Media Marketing, Public Relations, Marketing Communications, Public Speaking, Strategic Planning, Email Marketing, Management, Sales, Newsletters, PowerPoint, Social Networking, Training
Education
West Chester University of Pennsylvania 2007 — 2011
BS, Communications
Richmond, The American International University in London 2010 — 2010
Communications
Lenox Advisors March 2015 - Present
Oppenheimer & Co. November 2012 - February 2015
Hamlyn Senior Marketing October 2011 - November 2012
Philadelphia Business Journal May 2011 - September 2011
Skills
Event Planning, Event Management, Copywriting, Press Releases, Sponsorship, Direct Mail, Advertising, Marketing, Facebook, Social Media, Marketing Strategy, Social Media Marketing, Public Relations, Marketing Communications, Public Speaking, Strategic Planning, Email Marketing, Management, Sales, Newsletters, PowerPoint, Social Networking, Training
Education
West Chester University of Pennsylvania 2007 — 2011
BS, Communications
Richmond, The American International University in London 2010 — 2010
Communications
Allison Shiel's Lenox Advisors Experience June 2009 - April 2012
Job Human Resources Manager at Marlin Equity Partners
Industry Human Resources
Experience
McMaster-Carr September 2013 - June 2014
The Lloyd Group April 2012 - September 2013
Fifth Avenue Financial December 2010 - April 2012
Lenox Advisors June 2009 - April 2012
Procter & Gamble January 2008 - June 2008
WR Grace January 2007 - June 2007
EF Education First January 2006 - June 2006
Skills
Microsoft Office, ADP Payroll, Enterprise Software, HRIS, Employee Relations, Compensation, Performance Management, Recruitment/Retention, Payroll Processing, Onboarding, Terminations, Human Capital Management, Personal Development, College Recruiting, Learning Management, Training & Development, Organizational..., Personnel Management, Human Resources
Education
New York University 2011 — 2014
Master of Science (M.S.), Human Resources Management and Services
Northeastern University
Bachelors of Science, Human Resources and Marketing
McMaster-Carr September 2013 - June 2014
The Lloyd Group April 2012 - September 2013
Fifth Avenue Financial December 2010 - April 2012
Lenox Advisors June 2009 - April 2012
Procter & Gamble January 2008 - June 2008
WR Grace January 2007 - June 2007
EF Education First January 2006 - June 2006
Skills
Microsoft Office, ADP Payroll, Enterprise Software, HRIS, Employee Relations, Compensation, Performance Management, Recruitment/Retention, Payroll Processing, Onboarding, Terminations, Human Capital Management, Personal Development, College Recruiting, Learning Management, Training & Development, Organizational..., Personnel Management, Human Resources
Education
New York University 2011 — 2014
Master of Science (M.S.), Human Resources Management and Services
Northeastern University
Bachelors of Science, Human Resources and Marketing
Salim Admon, CFP® Salim Admon, CFP®'s Lenox Advisors Experience December 2014 - Present
Job Managing Director, Lenox Advisors || Personal CFO || Corporate Benefits || Asset Management || Estate & Insurance Plans
Industry Financial Services
Experience
Lenox Advisors December 2014 - Present
Northwestern Mutual Wealth Management Company March 2004 - December 2014
Skills
Investments, Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Strategic Financial..., Finance, 401k Rollovers, IRAs, Insurance, ETFs, Employee Benefits, Bonds, Stocks
Education
Michigan State University 1996 — 2000
Bachelor of Applied Science (BASc)
Michigan State University, Cum Laude 1996 — 2000
Bachelor of Science (B.S.)
Lenox Advisors December 2014 - Present
Northwestern Mutual Wealth Management Company March 2004 - December 2014
Skills
Investments, Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Strategic Financial..., Finance, 401k Rollovers, IRAs, Insurance, ETFs, Employee Benefits, Bonds, Stocks
Education
Michigan State University 1996 — 2000
Bachelor of Applied Science (BASc)
Michigan State University, Cum Laude 1996 — 2000
Bachelor of Science (B.S.)
Maggy (Sumner-Vogt) Van Kempen Maggy (Sumner-Vogt) Van Kempen's Lenox Advisors Experience September 2005 - September 2010
Job Brokerage Coordinator
Industry Financial Services
Experience
Fifth Avenue Financial September 2009 - July 2012
Lenox Advisors September 2005 - September 2010
ES Originals January 2006 - September 2006
Cornell University May 2005 - September 2005
Hangar Theatre 2002 - 2004
Skills
Insurance, Database Design, Executive Support, Marketing, Policy Analysis, Life Insurance, Disability Insurance, Management, Investments, Licensing and..., Client Service, Key Account Management, Long Term Care Insurance, Training, Database Management, Case Design, Employee Benefits, Mutual Funds, Estate Planning, Sales
Education
Saint Bonaventure University 2002 — 2004
BA, English
State University of New York College at Purchase 2000 — 2002
BA, English Literature
Dryden Jr./Sr. High School 1996 — 2000
Fifth Avenue Financial September 2009 - July 2012
Lenox Advisors September 2005 - September 2010
ES Originals January 2006 - September 2006
Cornell University May 2005 - September 2005
Hangar Theatre 2002 - 2004
Skills
Insurance, Database Design, Executive Support, Marketing, Policy Analysis, Life Insurance, Disability Insurance, Management, Investments, Licensing and..., Client Service, Key Account Management, Long Term Care Insurance, Training, Database Management, Case Design, Employee Benefits, Mutual Funds, Estate Planning, Sales
Education
Saint Bonaventure University 2002 — 2004
BA, English
State University of New York College at Purchase 2000 — 2002
BA, English Literature
Dryden Jr./Sr. High School 1996 — 2000
Faith Greenwald's Lenox Advisors Experience May 2010 - August 2010
Job Staff Coordinator, Computer Science Department at Boston University
Industry Higher Education
Experience
Boston University March 2015 - Present
Acadian Asset Management December 2014 - February 2015
Christie's (Access Staffing Recruitment Firm) August 2014 - October 2014
CIEE October 2012 - October 2013
EXPRESS October 2011 - March 2012
Lenox Advisors May 2010 - August 2010
Skills
Social Media, Sales, Customer Service, Microsoft Office, Social Networking, Public Speaking, Facebook, PowerPoint, Marketing, Microsoft Excel, Event Planning, Leadership, Social Media Marketing
Education
Quinnipiac University 2007 — 2011
Bachelor of Arts (BA), Sociology
Boston University March 2015 - Present
Acadian Asset Management December 2014 - February 2015
Christie's (Access Staffing Recruitment Firm) August 2014 - October 2014
CIEE October 2012 - October 2013
EXPRESS October 2011 - March 2012
Lenox Advisors May 2010 - August 2010
Skills
Social Media, Sales, Customer Service, Microsoft Office, Social Networking, Public Speaking, Facebook, PowerPoint, Marketing, Microsoft Excel, Event Planning, Leadership, Social Media Marketing
Education
Quinnipiac University 2007 — 2011
Bachelor of Arts (BA), Sociology
Corey Amundson Corey Amundson's Lenox Advisors Experience February 2015 - Present
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2015 - Present
Northwestern Mutual February 2013 - January 2015
Education
University of Connecticut 2008 — 2012
University of Maryland College Park
Greenwich High School
Lenox Advisors February 2015 - Present
Northwestern Mutual February 2013 - January 2015
Education
University of Connecticut 2008 — 2012
University of Maryland College Park
Greenwich High School
Stephen Polizzi Stephen Polizzi's Lenox Advisors Experience August 2013 - Present
Job Financial Planner at Lenox Advisors, Inc.
Industry Financial Services
Experience
Lenox Advisors August 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2013
Morgan Stanley Smith Barney March 2010 - December 2011
ING April 2007 - January 2009
Diversified January 2000 - January 2006
Skills
Retirement Planning, Wealth Management, Asset Allocation, Retirement, Series 7, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Series 63, Portfolio Management, Investment Strategies, Certified Financial..., Chartered Retirement..., Series 65, Life & Health Insurance..., Certified Employee..., Series 6
Education
Pace University - Lubin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Finance, General
Lenox Advisors August 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2013
Morgan Stanley Smith Barney March 2010 - December 2011
ING April 2007 - January 2009
Diversified January 2000 - January 2006
Skills
Retirement Planning, Wealth Management, Asset Allocation, Retirement, Series 7, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Series 63, Portfolio Management, Investment Strategies, Certified Financial..., Chartered Retirement..., Series 65, Life & Health Insurance..., Certified Employee..., Series 6
Education
Pace University - Lubin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Finance, General
Michael Smith Michael Smith's Lenox Advisors Experience 2013 - 2015
Job Sales Consultant at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services 2015 - Present
Lenox Advisors 2013 - 2015
Gallagher Chapman 2001 - 2012
Northwestern Mutual 1996 - 2001
Charles Dunn Company 1989 - 1996
Merritt Real Estate Group 1987 - 1989
Security Pacific National Bank 1985 - 1986
Education
University of Southern California
BS Business Administration, Marshall School of Business
Loyola High School, Los Angeles
Alliant Insurance Services 2015 - Present
Lenox Advisors 2013 - 2015
Gallagher Chapman 2001 - 2012
Northwestern Mutual 1996 - 2001
Charles Dunn Company 1989 - 1996
Merritt Real Estate Group 1987 - 1989
Security Pacific National Bank 1985 - 1986
Education
University of Southern California
BS Business Administration, Marshall School of Business
Loyola High School, Los Angeles
Ari Greenman, ChFC®'s Lenox Advisors Experience 2007 - Present
Job
Industry Financial Services
Experience
Lenox Advisors 2007 - Present
Wealth Advisory Group 2002 - 2007
Datamonitor 1997 - 2001
Education
University of Pennsylvania 1993 — 1997
BA
The American College 2009 — 2011
Chartered Financial Consultant
Lenox Advisors 2007 - Present
Wealth Advisory Group 2002 - 2007
Datamonitor 1997 - 2001
Education
University of Pennsylvania 1993 — 1997
BA
The American College 2009 — 2011
Chartered Financial Consultant
Rick Koff's Lenox Advisors Experience August 2013 - Present
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors August 2013 - Present
AXA Advisors September 2001 - August 2013
Professional Asset Protection January 1993 - August 2001
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, Mutual Funds, Financial Planners, Securities, Insurance, Sales Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of Southern California
Business
Lenox Advisors August 2013 - Present
AXA Advisors September 2001 - August 2013
Professional Asset Protection January 1993 - August 2001
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, Mutual Funds, Financial Planners, Securities, Insurance, Sales Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of Southern California
Business
Joseph Guevara's Lenox Advisors Experience June 2007 - Present
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2007 - Present
Northwestern Mutual April 2003 - June 2007
The Boylston Group January 2002 - September 2002
Skills
Retirement Planning, Asset Management, Securities, Insurance, Estate Planning, Employee Benefits, Strategic Financial..., Asset Managment, Risk Management, Mutual Funds, Financial Services, Finance, Relationship Management, Series 6, Wealth Management, Series 7, Small Business, Retirement, Life Insurance, Fixed Income, Investment Strategies, Uniform Combined State..., Investment Banking, Financial Planners, Asset Allocation, Capital Markets, Financial Modeling, Financial Risk, Financial Planning, Disability Insurance, Long Term Care, Long-term Care, Investments, Management, Alternative Investments, Financial Advisory, Portfolio Management, Equities, Fixed Annuities, 401k, Investment Advisory, Financial Analysis, Investment Management, Wealth Management..., Variable Annuities
Education
University of California, Berkeley 1996 — 2001
Bachelor of Arts, Psychology
Lenox Advisors June 2007 - Present
Northwestern Mutual April 2003 - June 2007
The Boylston Group January 2002 - September 2002
Skills
Retirement Planning, Asset Management, Securities, Insurance, Estate Planning, Employee Benefits, Strategic Financial..., Asset Managment, Risk Management, Mutual Funds, Financial Services, Finance, Relationship Management, Series 6, Wealth Management, Series 7, Small Business, Retirement, Life Insurance, Fixed Income, Investment Strategies, Uniform Combined State..., Investment Banking, Financial Planners, Asset Allocation, Capital Markets, Financial Modeling, Financial Risk, Financial Planning, Disability Insurance, Long Term Care, Long-term Care, Investments, Management, Alternative Investments, Financial Advisory, Portfolio Management, Equities, Fixed Annuities, 401k, Investment Advisory, Financial Analysis, Investment Management, Wealth Management..., Variable Annuities
Education
University of California, Berkeley 1996 — 2001
Bachelor of Arts, Psychology
Joe Eagan's Lenox Advisors Experience January 2008 - March 2013
Job Sr. Vice President at Fifth Avenue Financial
Industry Financial Services
Experience
Fifth Avenue Financial March 2013 - Present
Lenox Advisors January 2008 - March 2013
Northwestern Mutual September 2004 - December 2007
Skills
Disability Insurance, Series 7, Estate Planning, Retirement Planning, Asset Management, Financial Analysis, Investments, Securities, Risk Management, Wealth Management, Strategic Planning, Mutual Funds, Insurance, Strategic Financial..., Portfolio Management, Alternative Investments, Uniform Combined State..., Financial Planning, Asset Allocation, Series 63, Investment Advisory, Equities, Life Insurance, FINRA, Long-term Care, Fixed Annuities, Retirement
Education
Northeastern University 1990 — 1995
B.S.-Communications
Fifth Avenue Financial March 2013 - Present
Lenox Advisors January 2008 - March 2013
Northwestern Mutual September 2004 - December 2007
Skills
Disability Insurance, Series 7, Estate Planning, Retirement Planning, Asset Management, Financial Analysis, Investments, Securities, Risk Management, Wealth Management, Strategic Planning, Mutual Funds, Insurance, Strategic Financial..., Portfolio Management, Alternative Investments, Uniform Combined State..., Financial Planning, Asset Allocation, Series 63, Investment Advisory, Equities, Life Insurance, FINRA, Long-term Care, Fixed Annuities, Retirement
Education
Northeastern University 1990 — 1995
B.S.-Communications
Jared Piché's Lenox Advisors Experience April 2003 - June 2004
Job Director, West Division at AB
Industry Financial Services
Experience
AllianceBernstein January 2006 - Present
Merrill Lynch July 2004 - December 2005
Lenox Advisors April 2003 - June 2004
Axiom Capital Management December 2000 - February 2003
Skills
Mutual Funds, Fixed Income, Equities, Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Series 63, Wealth Management, Finance, Hedge Funds, Asset Allocation, Financial Analysis, Securities, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Bachelor of Science, Finance
AllianceBernstein January 2006 - Present
Merrill Lynch July 2004 - December 2005
Lenox Advisors April 2003 - June 2004
Axiom Capital Management December 2000 - February 2003
Skills
Mutual Funds, Fixed Income, Equities, Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Series 63, Wealth Management, Finance, Hedge Funds, Asset Allocation, Financial Analysis, Securities, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Bachelor of Science, Finance
Heather Schieferstein's Lenox Advisors Experience April 2002 - Present
Job Regional Administrative Manager
Industry Financial Services
Experience
Lenox Advisors April 2002 - Present
Education
Sonoma State University 1998 — 2002
Lenox Advisors April 2002 - Present
Education
Sonoma State University 1998 — 2002
Liz Bailey's Lenox Advisors Experience June 2007 - September 2010
Job Associate Director, Sports Marketing & Sponsorships at KPMG US
Industry Accounting
Experience
KPMG US July 2012 - Present
KPMG September 2010 - July 2012
Lenox Advisors June 2007 - September 2010
NBA June 2004 - June 2007
National Football League June 2002 - January 2004
New York Football Giants 2002 - 2004
Skills
Sponsorship, Sports, Sports Marketing, Integrated Marketing, Brand Awareness, Strategic Partnerships, Sponsorship Activation, Marketing, Event Management, Marketing Communications, Relationship Marketing, Social Media Marketing, Social Media, Event Planning
Education
Seton Hall University 2001 — 2005
BS, Sports Management; Business Administration
KPMG US July 2012 - Present
KPMG September 2010 - July 2012
Lenox Advisors June 2007 - September 2010
NBA June 2004 - June 2007
National Football League June 2002 - January 2004
New York Football Giants 2002 - 2004
Skills
Sponsorship, Sports, Sports Marketing, Integrated Marketing, Brand Awareness, Strategic Partnerships, Sponsorship Activation, Marketing, Event Management, Marketing Communications, Relationship Marketing, Social Media Marketing, Social Media, Event Planning
Education
Seton Hall University 2001 — 2005
BS, Sports Management; Business Administration
Mark Cahan's Lenox Advisors Experience March 2008 - April 2013
Job Insurance Services at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial October 2013 - Present
Lenox Advisors March 2008 - April 2013
ICON Sports & Entertainment Marketing, LLC March 2006 - February 2008
Botta Capital Management August 1999 - July 2003
Education
University of Arizona 1994 — 1998
Highland Park High School 1990 — 1994
Mesirow Financial October 2013 - Present
Lenox Advisors March 2008 - April 2013
ICON Sports & Entertainment Marketing, LLC March 2006 - February 2008
Botta Capital Management August 1999 - July 2003
Education
University of Arizona 1994 — 1998
Highland Park High School 1990 — 1994
Judith Bennett's Lenox Advisors Experience July 2014 - Present
Job Compliance Coordinator at Fifth Avenue Financial and Lenox Advisors
Industry Banking
Experience
Lenox Advisors July 2014 - Present
Fifth Avenue Financial January 2013 - Present
Education
Mercy College 1997 — 1997
Paralegal Certificate
State University of New York College at Oneonta 1995 — 1997
BS
State University of New York College of Agriculture and Technology at Morrisville 1993 — 1995
AA
Eastchester High School
Lenox Advisors July 2014 - Present
Fifth Avenue Financial January 2013 - Present
Education
Mercy College 1997 — 1997
Paralegal Certificate
State University of New York College at Oneonta 1995 — 1997
BS
State University of New York College of Agriculture and Technology at Morrisville 1993 — 1995
AA
Eastchester High School
Russell Rolnick CFP, CLU, ChFC's Lenox Advisors Experience January 2014 - Present
Job Managing Director at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2014 - Present
Lenox Advisors January 2008 - December 2013
Wealth Advisory Group February 1993 - January 2008
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Securities, Risk Management, Asset Allocation, Finance, Asset Management, Business Strategy
Education
Pace University 1978 — 2002
BBA, Public Accounting
Lenox Advisors January 2014 - Present
Lenox Advisors January 2008 - December 2013
Wealth Advisory Group February 1993 - January 2008
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Securities, Risk Management, Asset Allocation, Finance, Asset Management, Business Strategy
Education
Pace University 1978 — 2002
BBA, Public Accounting
Joel A. Elin, PhD's Lenox Advisors Experience
Job Senior Benefits Consultant at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors
Skills
Employee Benefits, Insurance, Retirement Planning, Long-term Care, Health Insurance, Pension Administration, Disability Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Strategic Financial..., Retirement, 401k
Education
New York University 1966 — 1975
Doctor of Philosophy (PhD)
The Ohio State University 1962 — 1966
Bachelor of Arts (B.A.)
Lenox Advisors
Skills
Employee Benefits, Insurance, Retirement Planning, Long-term Care, Health Insurance, Pension Administration, Disability Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Strategic Financial..., Retirement, 401k
Education
New York University 1966 — 1975
Doctor of Philosophy (PhD)
The Ohio State University 1962 — 1966
Bachelor of Arts (B.A.)
Lauryn Lynskey's Lenox Advisors Experience January 2008 - Present
Job sales associate at Lenox Advisors
Industry Insurance
Experience
Lenox Advisors January 2008 - Present
Fifth Avenue Financial 2008 - Present
Education
The University of Connecticut School of Business 2003 — 2007
Finance
University of Connecticut 2003 — 2007
business, Finance
Southampton High School 1999 — 2003
Lenox Advisors January 2008 - Present
Fifth Avenue Financial 2008 - Present
Education
The University of Connecticut School of Business 2003 — 2007
Finance
University of Connecticut 2003 — 2007
business, Finance
Southampton High School 1999 — 2003
Debra Noble, CFP®'s Lenox Advisors Experience April 2013 - Present
Job Assistant Vice President, Financial Planning
Industry Financial Services
Experience
Lenox Advisors April 2013 - Present
Lenox Advisors April 2010 - March 2013
Ameriprise Financial Services, Inc. December 2009 - April 2010
FRIENDS OF ISLAND ACADEMY January 2009 - December 2009
J.P. Morgan November 2006 - October 2008
SMITH BARNEY May 2004 - November 2006
UBS FINANCIAL SERVICES INC September 2002 - May 2004
Skills
Series 7, Strategic Financial..., Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Estate Planning, Securities, Financial Planners, Financial Advisory, FINRA, Alternative Investments, Uniform Combined State..., Equities, Series 65, Financial Services, Wealth Management..., Hedge Funds, Retirement, Asset Management, 401k, Finance, Investment Advisory, Portfolio Management, Disability Insurance, Investment Strategies, Investment Management, Life Insurance, Long-term Care
Education
Moravian College 1998 — 2002
BA, Economics
Lenox Advisors April 2013 - Present
Lenox Advisors April 2010 - March 2013
Ameriprise Financial Services, Inc. December 2009 - April 2010
FRIENDS OF ISLAND ACADEMY January 2009 - December 2009
J.P. Morgan November 2006 - October 2008
SMITH BARNEY May 2004 - November 2006
UBS FINANCIAL SERVICES INC September 2002 - May 2004
Skills
Series 7, Strategic Financial..., Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Estate Planning, Securities, Financial Planners, Financial Advisory, FINRA, Alternative Investments, Uniform Combined State..., Equities, Series 65, Financial Services, Wealth Management..., Hedge Funds, Retirement, Asset Management, 401k, Finance, Investment Advisory, Portfolio Management, Disability Insurance, Investment Strategies, Investment Management, Life Insurance, Long-term Care
Education
Moravian College 1998 — 2002
BA, Economics
Orit Cotter's Lenox Advisors Experience June 2009 - January 2013
Job Director at NFP
Industry Insurance
Experience
NFP January 2014 - Present
NFP January 2013 - January 2014
Lenox Advisors June 2009 - January 2013
Mercer Health & Benefits April 2005 - October 2008
Chernoff Diamond January 1998 - March 2005
Skills
Strategy, Employee Benefits, Negotiation, Customer Service, Insurance, Disability Insurance, Health Insurance, Series 7, Life Insurance, Strategic Planning, Retirement Planning, Sales, Wealth Management, Account Management, Investments
Education
University at Albany, SUNY 1993 — 1997
BA, Art History
NFP January 2014 - Present
NFP January 2013 - January 2014
Lenox Advisors June 2009 - January 2013
Mercer Health & Benefits April 2005 - October 2008
Chernoff Diamond January 1998 - March 2005
Skills
Strategy, Employee Benefits, Negotiation, Customer Service, Insurance, Disability Insurance, Health Insurance, Series 7, Life Insurance, Strategic Planning, Retirement Planning, Sales, Wealth Management, Account Management, Investments
Education
University at Albany, SUNY 1993 — 1997
BA, Art History
Matthew Sendach, CLU®, ChFC®'s Lenox Advisors Experience January 2015 - Present
Job AVP, Private Wealth Management at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2015 - Present
Lenox Advisors July 2013 - January 2015
Lenox Advisors May 2012 - July 2013
Lenox Advisors June 2009 - May 2012
Smith Barney January 2009 - May 2009
Lenox Advisors August 2007 - January 2009
Education
The American College 2013 — 2015
CLU®, ChFC®
Towson University 2005 — 2009
BS AACSB, Business Administration, Finance
The American University of Rome 2008 — 2008
Lenox Advisors January 2015 - Present
Lenox Advisors July 2013 - January 2015
Lenox Advisors May 2012 - July 2013
Lenox Advisors June 2009 - May 2012
Smith Barney January 2009 - May 2009
Lenox Advisors August 2007 - January 2009
Education
The American College 2013 — 2015
CLU®, ChFC®
Towson University 2005 — 2009
BS AACSB, Business Administration, Finance
The American University of Rome 2008 — 2008
Abbe Large, CLTC's Lenox Advisors Experience April 2005 - Present
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors April 2005 - Present
Cowan Financial Group February 1994 - April 2005
Skills
Asset Allocation, Estate Planning, Finance, Insurance, Asset Management, Investments, Management, Retirement Planning, Risk Management, Six Sigma, Wealth Management
Education
Ohio University 1985 — 1989
BSJ, Journalism / Advertising / Marketing
Lenox Advisors April 2005 - Present
Cowan Financial Group February 1994 - April 2005
Skills
Asset Allocation, Estate Planning, Finance, Insurance, Asset Management, Investments, Management, Retirement Planning, Risk Management, Six Sigma, Wealth Management
Education
Ohio University 1985 — 1989
BSJ, Journalism / Advertising / Marketing
Evelina Kremsdorf's Lenox Advisors Experience September 2010 - Present
Job New Business Analyst at Lenox Advisors
Industry Insurance
Experience
Arcangel Images 2011 - Present
Lenox Advisors September 2010 - Present
Fifth Avenue Financial February 2008 - September 2010
Northwestern Mutual December 2001 - January 2008
Skills
Fine Art Photography, Photography, Wealth Management, Insurance, Long-term Care, Image Editing, Disability Insurance, Photoshop, Weddings, Lightroom, Life Insurance, Term Life Insurance, Mutual Funds, Retirement, Series 7
Education
New York University
Arcangel Images 2011 - Present
Lenox Advisors September 2010 - Present
Fifth Avenue Financial February 2008 - September 2010
Northwestern Mutual December 2001 - January 2008
Skills
Fine Art Photography, Photography, Wealth Management, Insurance, Long-term Care, Image Editing, Disability Insurance, Photoshop, Weddings, Lightroom, Life Insurance, Term Life Insurance, Mutual Funds, Retirement, Series 7
Education
New York University
Robert Pimpinella's Lenox Advisors Experience November 2011 - Present
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors November 2011 - Present
Northwestern Mutual September 2009 - November 2011
JP Morgan October 2007 - February 2009
Bear Stearns May 2007 - October 2007
Bear Stearns August 2006 - May 2007
Skills
Risk Management, Estate Planning, Asset
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Marketing
Don Bosco Prep 1998 — 2001
Lenox Advisors November 2011 - Present
Northwestern Mutual September 2009 - November 2011
JP Morgan October 2007 - February 2009
Bear Stearns May 2007 - October 2007
Bear Stearns August 2006 - May 2007
Skills
Risk Management, Estate Planning, Asset
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Marketing
Don Bosco Prep 1998 — 2001
April Kupper, CFA's Lenox Advisors Experience April 2006 - August 2007
Job Vice President at JPMorgan Chase & Co.
Industry Banking
Experience
J.P. Morgan January 2014 - Present
JPMorgan Chase May 2010 - December 2013
JP Morgan April 2008 - May 2010
Lenox Advisors April 2006 - August 2007
Skills
Bloomberg, Portfolio Management, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Bonds, Capital Markets, Derivatives, Equity Research, Corporate Finance, Private Equity
Education
State University of New York College at Geneseo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan January 2014 - Present
JPMorgan Chase May 2010 - December 2013
JP Morgan April 2008 - May 2010
Lenox Advisors April 2006 - August 2007
Skills
Bloomberg, Portfolio Management, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Bonds, Capital Markets, Derivatives, Equity Research, Corporate Finance, Private Equity
Education
State University of New York College at Geneseo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Scott Greenfield's Lenox Advisors Experience 2009 - Present
Job Managing Director at Lenox Advisors | Wealth Manager
Industry Financial Services
Experience
Lenox Advisors 2009 - Present
Metlife June 2005 - June 2009
Morgan Stanley September 1999 - June 2005
Prudential Securities August 1994 - September 1999
Cartoon Saloon 1992 - 1993
Education
State University of New York College at Oneonta 1988 — 1991
University of Bridgeport 1987 — 1988
Bayside High School
Lenox Advisors 2009 - Present
Metlife June 2005 - June 2009
Morgan Stanley September 1999 - June 2005
Prudential Securities August 1994 - September 1999
Cartoon Saloon 1992 - 1993
Education
State University of New York College at Oneonta 1988 — 1991
University of Bridgeport 1987 — 1988
Bayside High School
Christian Messina's Lenox Advisors Experience May 2014 - Present
Job Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors May 2014 - Present
Northwestern Mutual June 2012 - April 2014
Northwestern Mutual June 2012 - October 2012
Self-Employed September 2009 - December 2011
Skills
Facebook, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Networking, Microsoft Word, Teamwork, FInancial Planning, Investments, Leadership, Sales, Insurance, Time Management, Financial Analysis, Strategic Financial...
Education
Monsignor Farrell 2004 — 2008
State University of New York College at Oswego
Bachelor of Science (BS), Risk Management & Insurance
Lenox Advisors May 2014 - Present
Northwestern Mutual June 2012 - April 2014
Northwestern Mutual June 2012 - October 2012
Self-Employed September 2009 - December 2011
Skills
Facebook, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Networking, Microsoft Word, Teamwork, FInancial Planning, Investments, Leadership, Sales, Insurance, Time Management, Financial Analysis, Strategic Financial...
Education
Monsignor Farrell 2004 — 2008
State University of New York College at Oswego
Bachelor of Science (BS), Risk Management & Insurance
Rob Pykosz's Lenox Advisors Experience June 2015 - Present
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2015 - Present
The McTigue Financial Group, Northwestern Mutual Financial Network 2010 - June 2015
Skills
Retirement Planning, Microsoft Excel, Marketing, Series 63, Microsoft Office, Investments, Strategic Financial..., Education Funding, Insurance, Financial Analysis, Management, Sales, Customer Service
Education
University of Illinois at Urbana-Champaign 2005 — 2010
Lenox Advisors June 2015 - Present
The McTigue Financial Group, Northwestern Mutual Financial Network 2010 - June 2015
Skills
Retirement Planning, Microsoft Excel, Marketing, Series 63, Microsoft Office, Investments, Strategic Financial..., Education Funding, Insurance, Financial Analysis, Management, Sales, Customer Service
Education
University of Illinois at Urbana-Champaign 2005 — 2010
Perri Feldman's Lenox Advisors Experience June 2011 - August 2011
Job Analyst at Deloitte
Industry Human Resources
Experience
Deloitte August 2013 - Present
Barneys New York September 2012 - December 2012
Bloomingdale's June 2012 - August 2012
Lenox Advisors June 2011 - August 2011
Brand Connections June 2010 - November 2010
Education
New York University 2009 — 2013
BA, Economics
Deloitte August 2013 - Present
Barneys New York September 2012 - December 2012
Bloomingdale's June 2012 - August 2012
Lenox Advisors June 2011 - August 2011
Brand Connections June 2010 - November 2010
Education
New York University 2009 — 2013
BA, Economics
Stephanie Dill's Lenox Advisors Experience October 2001 - January 2003
Job HR Manager at Wellesley Pharmaceuticals
Industry Pharmaceuticals
Experience
Wellesley Pharmaceuticals June 2011 - Present
TransPerfect Translations August 2008 - June 2011
TransPerfect Translations October 2005 - August 2008
TransPerfect Translations January 2004 - October 2005
TransPerfect Translations January 2003 - January 2004
Lenox Advisors October 2001 - January 2003
Education
Princeton University 1997 — 2001
A.B., History
Wellesley Pharmaceuticals June 2011 - Present
TransPerfect Translations August 2008 - June 2011
TransPerfect Translations October 2005 - August 2008
TransPerfect Translations January 2004 - October 2005
TransPerfect Translations January 2003 - January 2004
Lenox Advisors October 2001 - January 2003
Education
Princeton University 1997 — 2001
A.B., History
John P. Miller's Lenox Advisors Experience April 2013 - Present
Job Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors April 2013 - Present
Skills
Leadership, Operational Planning, Management, Logistics, Training
Education
SETON HALL UNIVERSITY, STILLMAN SCHOOL OF BUSINESS 2003 — 2007
Bachelor of Science (BS), Business Marketing
Seton Hall University 2003 — 2007
BA, Business Marketing
Lenox Advisors April 2013 - Present
Skills
Leadership, Operational Planning, Management, Logistics, Training
Education
SETON HALL UNIVERSITY, STILLMAN SCHOOL OF BUSINESS 2003 — 2007
Bachelor of Science (BS), Business Marketing
Seton Hall University 2003 — 2007
BA, Business Marketing
Leslie Meli's Lenox Advisors Experience March 2012 - Present
Job Client Services at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors March 2012 - Present
Putnam Leasing Co May 2008 - March 2012
Skills
Asset Management, Series 7, Securities, PowerPoint, Retirement Planning, Wealth Management, Mutual Funds
Education
Norwalk Community College
Associates Degree, General Studies
Lenox Advisors March 2012 - Present
Putnam Leasing Co May 2008 - March 2012
Skills
Asset Management, Series 7, Securities, PowerPoint, Retirement Planning, Wealth Management, Mutual Funds
Education
Norwalk Community College
Associates Degree, General Studies
Lori Gutierrez's Lenox Advisors Experience October 2007 - Present
Job Executive Assistant at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors October 2007 - Present
Skills
Microsoft Excel, Microsoft Office, Life Insurance, Disability Insurance, Long-term Care, Executive Calendar..., Superior Client Service, Team Building, Project Coordination, Time Management, Calendaring, Risk Management
Education
Suffolk County Community College
Lenox Advisors October 2007 - Present
Skills
Microsoft Excel, Microsoft Office, Life Insurance, Disability Insurance, Long-term Care, Executive Calendar..., Superior Client Service, Team Building, Project Coordination, Time Management, Calendaring, Risk Management
Education
Suffolk County Community College
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY