Lenox Advisors, Inc.
Industry: Company
DescriptionFounded: 2000 Parent organization: NFP Subsidiary: Lenox Advisors, Inc., Asset Management Arm
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Lenox Advisors, Inc. Employees
Employee
Years
Job
Industry
Cliff Duester, CFP® Cliff Duester, CFP®'s Lenox Advisors, Inc. Experience 2014 - Present
Job Lenox Advisors, Inc. New York | Stamford | Chicago | San Francisco | Los Angeles
Industry Investment Management
Experience
Lenox Advisors, Inc. 2014 - Present
Park Avenue Securities January 2009 - November 2014
Duester Financial Group, Inc. January 2007 - January 2009
Capstar Financial Group, Inc February 2005 - January 2007
Skills
Investments, Finance, Securities, Financial Services, Retirement, Real Estate, Insurance, Tax, Retirement Planning, Small Business, Strategy, Accounting, Management, Strategic Planning, Strategic Financial..., Employee Benefits, Estate Planning, Financial Planning, Mutual Funds
Education
San Diego State University-California State University
Master of Science (MS), Finance and Financial Management Services
University of Colorado Boulder
B.A., Economics
Lenox Advisors, Inc. 2014 - Present
Park Avenue Securities January 2009 - November 2014
Duester Financial Group, Inc. January 2007 - January 2009
Capstar Financial Group, Inc February 2005 - January 2007
Skills
Investments, Finance, Securities, Financial Services, Retirement, Real Estate, Insurance, Tax, Retirement Planning, Small Business, Strategy, Accounting, Management, Strategic Planning, Strategic Financial..., Employee Benefits, Estate Planning, Financial Planning, Mutual Funds
Education
San Diego State University-California State University
Master of Science (MS), Finance and Financial Management Services
University of Colorado Boulder
B.A., Economics
Ed Wirtz Ed Wirtz's Lenox Advisors, Inc. Experience February 2012 - March 2013
Job Managing Director at TAG Financial and Insurance Services LLC | Wealth Management | Corporate Benefits
Industry Financial Services
Experience
TAG Financial and Insurance Services LLC April 2008 - Present
Lenox Advisors, Inc. February 2012 - March 2013
Strategic Financial Group September 1991 - April 2008
Northwestern Mutual Life 1993 - 2007
Education
University of Southern California 1988 — 1990
B.S., Business Entrepreneurial Program
University of Colorado Boulder 1986 — 1988
Crescenta Valley High School
TAG Financial and Insurance Services LLC April 2008 - Present
Lenox Advisors, Inc. February 2012 - March 2013
Strategic Financial Group September 1991 - April 2008
Northwestern Mutual Life 1993 - 2007
Education
University of Southern California 1988 — 1990
B.S., Business Entrepreneurial Program
University of Colorado Boulder 1986 — 1988
Crescenta Valley High School
DeWitte Kersh DeWitte Kersh's Lenox Advisors, Inc. Experience November 2009 - Present
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors, Inc. November 2009 - Present
Rio Loco Capital 2002 - 2005
Westsphere Equity Partners August 1999 - August 2002
Globalvest Management June 1997 - August 1999
Gerard Klauer Mattison 1995 - 1997
Dean Witter Reynolds March 1989 - September 1995
Rothschild Unterberg Towbin 1986 - 1989
Education
Columbia University - Columbia Business School 1982 — 1984
1984, Finance
Cornell University 1974 — 1978
BA, History
Lenox Advisors, Inc. November 2009 - Present
Rio Loco Capital 2002 - 2005
Westsphere Equity Partners August 1999 - August 2002
Globalvest Management June 1997 - August 1999
Gerard Klauer Mattison 1995 - 1997
Dean Witter Reynolds March 1989 - September 1995
Rothschild Unterberg Towbin 1986 - 1989
Education
Columbia University - Columbia Business School 1982 — 1984
1984, Finance
Cornell University 1974 — 1978
BA, History
Mark Dundon Mark Dundon's Lenox Advisors, Inc. Experience June 2013 - Present
Job Financial Planning Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors, Inc. June 2013 - Present
The Fellowship of Catholic University Students May 2011 - June 2013
Ameritas Investment Corp., Vector Financial Advisors, LLC June 2009 - January 2011
Skills
Financial Reporting, Nonprofits, Public Speaking, Financial Modeling, Financial Analysis, Theology, Community Outreach, Research, Photography, Facebook, Fundraising, Editing, Blogging, Newsletters, Social Networking, Event Planning, Marketing, Program Management, PowerPoint, Leadership
Education
George Mason University 2006 — 2011
Bachelor of Arts (B.A.), Philosophy, Mathematics
Lenox Advisors, Inc. June 2013 - Present
The Fellowship of Catholic University Students May 2011 - June 2013
Ameritas Investment Corp., Vector Financial Advisors, LLC June 2009 - January 2011
Skills
Financial Reporting, Nonprofits, Public Speaking, Financial Modeling, Financial Analysis, Theology, Community Outreach, Research, Photography, Facebook, Fundraising, Editing, Blogging, Newsletters, Social Networking, Event Planning, Marketing, Program Management, PowerPoint, Leadership
Education
George Mason University 2006 — 2011
Bachelor of Arts (B.A.), Philosophy, Mathematics
Brendan J. Kenny, CFP Brendan J. Kenny, CFP's Lenox Advisors, Inc. Experience July 2004 - Present
Job Senior Vice President at Lenox Advisors | Wealth Manager | Corporate Executive Benefits
Industry Financial Services
Experience
Lenox Advisors, Inc July 2004 - Present
New England Financial August 1997 - June 2004
Education
College of the Holy Cross 1993 — 1997
BA, Economics and Philosophy
Chaminade High School 1989 — 1993
Lenox Advisors, Inc July 2004 - Present
New England Financial August 1997 - June 2004
Education
College of the Holy Cross 1993 — 1997
BA, Economics and Philosophy
Chaminade High School 1989 — 1993
Lauryn Lynskey Lauryn Lynskey's Lenox Advisors, Inc. Experience January 2008 - January 2011
Job Operations Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group December 2014 - August 2015
The Blackstone Group December 2013 - December 2014
The Blackstone Group March 2011 - December 2013
LENOX ADVISORS INC January 2008 - January 2011
G. Edwards May 2006 - August 2006
Prudential Douglas Elliman May 2005 - August 2006
Skills
Investments, Asset Management, Business Planning, Equities, Finance, Securities, Microsoft Excel, Hedge Funds, Insurance, Alternative Investments, Management, Marketing, New Business Development, Sales, Financial Modeling
Education
The University of Connecticut School of Business 2003 — 2007
Batchlors in Science, Finance
University of Connecticut
Bachelor of Science, Business Administration; Finance
The Blackstone Group December 2014 - August 2015
The Blackstone Group December 2013 - December 2014
The Blackstone Group March 2011 - December 2013
LENOX ADVISORS INC January 2008 - January 2011
G. Edwards May 2006 - August 2006
Prudential Douglas Elliman May 2005 - August 2006
Skills
Investments, Asset Management, Business Planning, Equities, Finance, Securities, Microsoft Excel, Hedge Funds, Insurance, Alternative Investments, Management, Marketing, New Business Development, Sales, Financial Modeling
Education
The University of Connecticut School of Business 2003 — 2007
Batchlors in Science, Finance
University of Connecticut
Bachelor of Science, Business Administration; Finance
Robert DiOrio Robert DiOrio's Lenox Advisors, Inc. Experience August 2010 - January 2012
Job Capital Markets Executive / Structured Finance Specialist
Industry Financial Services
Experience
Lenox Advisors Inc. August 2010 - January 2012
Prudential Financial Inc. 2008 - August 2010
HSBC Securities (USA) Inc. 2004 - 2008
CDC IXIS Capital Markets NA 2001 - 2004
Merril Lynch & Co 1987 - 2000
Bristol Myers Squibb 1983 - 1987
Skills
Finance, Financial Modeling, Risk Management, Credit, Structured Finance, Due Diligence, Credit Risk, Strategy, Financial Structuring, Fixed Income, Financial Services, Expert Witness, Marketing, Banking, New Business Development, Securitization, Leadership, Business Development
Education
Baruch College
MBA, Finance
SUNY Stony Brook
BA, Economics
Lenox Advisors Inc. August 2010 - January 2012
Prudential Financial Inc. 2008 - August 2010
HSBC Securities (USA) Inc. 2004 - 2008
CDC IXIS Capital Markets NA 2001 - 2004
Merril Lynch & Co 1987 - 2000
Bristol Myers Squibb 1983 - 1987
Skills
Finance, Financial Modeling, Risk Management, Credit, Structured Finance, Due Diligence, Credit Risk, Strategy, Financial Structuring, Fixed Income, Financial Services, Expert Witness, Marketing, Banking, New Business Development, Securitization, Leadership, Business Development
Education
Baruch College
MBA, Finance
SUNY Stony Brook
BA, Economics
Pamela Capalad, CFP®'s Lenox Advisors, Inc. Experience April 2010 - January 2013
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
James C McClure James C McClure's Lenox Advisors, Inc. Experience January 2005 - Present
Job Managing Director at Lenox Advisors | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors, Inc January 2005 - Present
Skills
Wealth Management, Retirement Planning, Investments, Insurance, Asset Management, Disability Insurance, Portfolio Management, Financial Planning, Estate Planning, Corporate Benefits, Long Term Care
Education
The American College
CLU, REBC, Chartered Life Underwriter, Registered Employee Benefit Consultant
LSU 1984 — 1988
BS, Business: Marketing
Loyola College Prep 1979 — 1983
Lenox Advisors, Inc January 2005 - Present
Skills
Wealth Management, Retirement Planning, Investments, Insurance, Asset Management, Disability Insurance, Portfolio Management, Financial Planning, Estate Planning, Corporate Benefits, Long Term Care
Education
The American College
CLU, REBC, Chartered Life Underwriter, Registered Employee Benefit Consultant
LSU 1984 — 1988
BS, Business: Marketing
Loyola College Prep 1979 — 1983
Naresh H. Singh, CISSP Naresh H. Singh, CISSP's Lenox Advisors, Inc. Experience March 2012 - Present
Job SVP, Head of IT at Lenox Advisors Inc.
Industry Financial Services
Experience
Lenox Advisors Inc. March 2012 - Present
Fifth Avenue Financial March 2012 - Present
Nascent Consulting Group Inc. October 2011 - March 2012
Artio Global Investors Inc. (now Aberdeen Asset Management Inc.) June 2010 - September 2011
Pali Capital Inc. September 2005 - February 2010
Pali Capital Inc. June 2004 - September 2005
Pali Capital Inc. April 2003 - June 2004
ABN AMRO Prime Brokerage 2001 - 2003
ING Barings Prime Brokerage 2000 - 2001
New York University - Courant Institute of Mathematical Sciences 1997 - 2000
Skills
Security, Strategic Planning, Data Center, ITIL, Operating Systems, Sarbanes-Oxley (SOX), Server Engineering and..., VMware Infrastructure, VDI, Network Engineering, Service Management, Windows Server, SAS70, ISO 27001, Change Management, Help Desk Management, Server Management, Microsoft Exchange, BPO, Offshore Management, System Architecture, Capital Budgeting, Disaster Recovery, IT Management, IT Strategy, Cloud Computing
Education
New York University 1994 — 2000
BA, Liberal Arts
Northeastern University
MBA in progress, High Tech Managment and Finance
Lenox Advisors Inc. March 2012 - Present
Fifth Avenue Financial March 2012 - Present
Nascent Consulting Group Inc. October 2011 - March 2012
Artio Global Investors Inc. (now Aberdeen Asset Management Inc.) June 2010 - September 2011
Pali Capital Inc. September 2005 - February 2010
Pali Capital Inc. June 2004 - September 2005
Pali Capital Inc. April 2003 - June 2004
ABN AMRO Prime Brokerage 2001 - 2003
ING Barings Prime Brokerage 2000 - 2001
New York University - Courant Institute of Mathematical Sciences 1997 - 2000
Skills
Security, Strategic Planning, Data Center, ITIL, Operating Systems, Sarbanes-Oxley (SOX), Server Engineering and..., VMware Infrastructure, VDI, Network Engineering, Service Management, Windows Server, SAS70, ISO 27001, Change Management, Help Desk Management, Server Management, Microsoft Exchange, BPO, Offshore Management, System Architecture, Capital Budgeting, Disaster Recovery, IT Management, IT Strategy, Cloud Computing
Education
New York University 1994 — 2000
BA, Liberal Arts
Northeastern University
MBA in progress, High Tech Managment and Finance
Justin Esposito's Lenox Advisors, Inc. Experience November 2007 - May 2009
Job Account Executive at Colonial Life
Industry Financial Services
Experience
Colonial Life October 2014 - Present
Rapid7 February 2014 - August 2014
Moody's Investors Service February 2011 - February 2014
Pershing May 2010 - February 2011
Lenox Advisors, Inc November 2007 - May 2009
Convergent Wealth Advisors December 2006 - January 2007
Pennsylvania Real Estate Investment Trust May 2006 - August 2006
Skills
Sales, Economics, Fixed Income, Asset Management, Capital Markets, Finance, Financial Markets, Asset Managment, Financial Analysis, Account Management, Salesforce.com
Education
Lafayette College 2003 — 2007
Bachelor of Arts Degree, Government & Law
Colonial Life October 2014 - Present
Rapid7 February 2014 - August 2014
Moody's Investors Service February 2011 - February 2014
Pershing May 2010 - February 2011
Lenox Advisors, Inc November 2007 - May 2009
Convergent Wealth Advisors December 2006 - January 2007
Pennsylvania Real Estate Investment Trust May 2006 - August 2006
Skills
Sales, Economics, Fixed Income, Asset Management, Capital Markets, Finance, Financial Markets, Asset Managment, Financial Analysis, Account Management, Salesforce.com
Education
Lafayette College 2003 — 2007
Bachelor of Arts Degree, Government & Law
Stefan Greenberg, CFP's Lenox Advisors, Inc. Experience July 2005 - Present
Job Partner at Lenox Advisors I Wealth Manager I Insurance Specialist I Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors, Inc. July 2005 - Present
Cowan Financial Group September 1994 - June 2005
Skills
Retirement Planning, Wealth Management, Investments, Asset Management, Insurance, Disability Insurance, Securities, Long-term Care, Corporate Benefits, Life Insurance, Strategic Financial..., Term Life Insurance, Asset Allocation, Financial Planning, Management, Long Term Care
Education
Cornell University 1989 — 1993
BS, Communications
South Side High School 1985 — 1989
Lenox Advisors, Inc. July 2005 - Present
Cowan Financial Group September 1994 - June 2005
Skills
Retirement Planning, Wealth Management, Investments, Asset Management, Insurance, Disability Insurance, Securities, Long-term Care, Corporate Benefits, Life Insurance, Strategic Financial..., Term Life Insurance, Asset Allocation, Financial Planning, Management, Long Term Care
Education
Cornell University 1989 — 1993
BS, Communications
South Side High School 1985 — 1989
Dave Schrohe's Lenox Advisors, Inc. Experience May 2013 - Present
Job Executive Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors, Inc May 2013 - Present
UBS October 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Global Wealth Management June 2008 - June 2009
Smith Barney January 2004 - June 2008
Smith Barney February 2002 - January 2004
Smith Barney February 1997 - February 2002
Smith Barney December 1995 - February 1997
Citigroup/Primerica July 1994 - December 1995
Glenthorne Capital May 1993 - June 1994
Skills
Investments, Wealth Management, Series 7, Brokerage, Equities, Asset Allocation, Risk Management, Alternative Investments, Underwriting, AML, New Business Development, Series 63, Product Management, Financial Services, Strategy, Hedge Funds, Series 6, Securities
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, Economics
Lenox Advisors, Inc May 2013 - Present
UBS October 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Global Wealth Management June 2008 - June 2009
Smith Barney January 2004 - June 2008
Smith Barney February 2002 - January 2004
Smith Barney February 1997 - February 2002
Smith Barney December 1995 - February 1997
Citigroup/Primerica July 1994 - December 1995
Glenthorne Capital May 1993 - June 1994
Skills
Investments, Wealth Management, Series 7, Brokerage, Equities, Asset Allocation, Risk Management, Alternative Investments, Underwriting, AML, New Business Development, Series 63, Product Management, Financial Services, Strategy, Hedge Funds, Series 6, Securities
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, Economics
Victor Goldman's Lenox Advisors, Inc. Experience December 2006 - March 2011
Job General Agent at MassMutual Phoenix
Industry Financial Services
Experience
MassMutual Phoenix March 2015 - Present
Genworth Financial July 2013 - March 2015
Lee, Nolan & Koroghlian, LLC - MassMutual Financial Group March 2011 - July 2013
Lenox Advisors, Inc. December 2006 - March 2011
New England Financial 1996 - 2006
Skills
Long-term Care, Leadership, Asset Allocation, Asset Management, Disability Insurance, Employee Benefits, Business Planning, Entrepreneurship, Estate Planning, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Life Insurance, Investments, Management, Long Term Care Insurance, Marketing, Marketing Strategy, Mutual Funds, Public Speaking, Retirement, Sales, Securities, Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Social Media, Customer Service, Finance, Sales Operations
Education
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics / Economics
MassMutual Phoenix March 2015 - Present
Genworth Financial July 2013 - March 2015
Lee, Nolan & Koroghlian, LLC - MassMutual Financial Group March 2011 - July 2013
Lenox Advisors, Inc. December 2006 - March 2011
New England Financial 1996 - 2006
Skills
Long-term Care, Leadership, Asset Allocation, Asset Management, Disability Insurance, Employee Benefits, Business Planning, Entrepreneurship, Estate Planning, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Life Insurance, Investments, Management, Long Term Care Insurance, Marketing, Marketing Strategy, Mutual Funds, Public Speaking, Retirement, Sales, Securities, Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Social Media, Customer Service, Finance, Sales Operations
Education
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics / Economics
Matthew Mattice's Lenox Advisors, Inc. Experience December 2007 - December 2010
Job Vice President, Sales & Corporate Executive Benefits at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors June 2015 - Present
Lenox Advisors March 2014 - May 2015
Lenox Advisors January 2011 - February 2014
Lenox Advisors, Inc. December 2007 - December 2010
Cowan Financial Group June 2006 - December 2007
Skills
Languages, Excel, PowerPoint, Access, Outlook, Mosaic, Word, Adobe Acrobat, Pagemaker, Economics, Financial Planning, Insurance, Long Term Care, Disability Insurance, Estate Planning, Risk Management, Microsoft Office, Retirement Planning, Asset Management, Finance, Employee Benefits, Securities, Financial Planners, Asset Allocation, Long-term Care, Mutual Funds, Series 7, Strategic Financial..., Series 63, Life Insurance, Microsoft Excel, Microsoft Word, Investments, Wealth Management, Financial Services
Education
Clark University 2002 — 2006
Bachelor of Arts, Management & Economics
Burnt Hills-Ballston Lake High School 1998 — 2002
Lenox Advisors June 2015 - Present
Lenox Advisors March 2014 - May 2015
Lenox Advisors January 2011 - February 2014
Lenox Advisors, Inc. December 2007 - December 2010
Cowan Financial Group June 2006 - December 2007
Skills
Languages, Excel, PowerPoint, Access, Outlook, Mosaic, Word, Adobe Acrobat, Pagemaker, Economics, Financial Planning, Insurance, Long Term Care, Disability Insurance, Estate Planning, Risk Management, Microsoft Office, Retirement Planning, Asset Management, Finance, Employee Benefits, Securities, Financial Planners, Asset Allocation, Long-term Care, Mutual Funds, Series 7, Strategic Financial..., Series 63, Life Insurance, Microsoft Excel, Microsoft Word, Investments, Wealth Management, Financial Services
Education
Clark University 2002 — 2006
Bachelor of Arts, Management & Economics
Burnt Hills-Ballston Lake High School 1998 — 2002
Kristen Mackin Olsziewski's Lenox Advisors, Inc. Experience July 2004 - Present
Job Assistant Vice President, Licensing & Contracting Manager, Agent Relations & Supervision
Industry Financial Services
Experience
Lenox Advisors, Inc July 2004 - Present
Shape NYC (Hair Salon) January 2003 - June 2004
International Bonded Couriers January 1997 - September 2001
Skills
Disability Insurance, Securities
Education
City University of New York 2008 — 2013
In Progress, Business Administration
Lenox Advisors, Inc July 2004 - Present
Shape NYC (Hair Salon) January 2003 - June 2004
International Bonded Couriers January 1997 - September 2001
Skills
Disability Insurance, Securities
Education
City University of New York 2008 — 2013
In Progress, Business Administration
Christina Mantzaris Cade's Lenox Advisors, Inc. Experience February 2000 - Present
Job CFO at Lenox Advisors, Inc.
Industry Financial Services
Experience
Lenox Advisors, Inc. February 2000 - Present
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Risk Management, Investments, Asset Management
Education
Marist College
MBA, Finance
Lenox Advisors, Inc. February 2000 - Present
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Risk Management, Investments, Asset Management
Education
Marist College
MBA, Finance
Frances Christy's Lenox Advisors, Inc. Experience October 2014 - Present
Job Executive Administrative Assistant at Lenox Advisors, Inc.
Industry Financial Services
Experience
Lenox Advisors, Inc. October 2014 - Present
International Fund Services (N.A.), L.L.C. April 1995 - June 2014
Skills
Microsoft Office, Visio, Microsoft Publisher, Adobe Acrobat
Education
Borough of Manhattan Community College
Lenox Advisors, Inc. October 2014 - Present
International Fund Services (N.A.), L.L.C. April 1995 - June 2014
Skills
Microsoft Office, Visio, Microsoft Publisher, Adobe Acrobat
Education
Borough of Manhattan Community College
Matthew Preuss's Lenox Advisors, Inc. Experience December 2012 - June 2013
Job Most Recently an Associate of Asset Management
Industry Financial Services
Experience
Lenox Advisors, Inc. December 2012 - June 2013
Lenox Advisors, Inc. April 2011 - December 2012
CM&F Group May 2010 - April 2011
RHP Management & Construction June 2002 - May 2010
McTammany Partners May 2009 - August 2009
Merrill Lynch & Co. - Global Private Client Group March 2007 - May 2007
Skills
Microsoft Office, Microsoft Word, Microsfot Excel, PowerPoint, Outlook, Currently Stufying for..., Salesforce.com, Management, Marketing, Business Development, Time Management, Client Development, Networking, Relationship Management, Financial Analysis, Finance
Education
State University of New York at Stony Brook 2006 — 2009
Bachelor's Degree, Economics
Washington and Lee University
Economics
Lenox Advisors, Inc. December 2012 - June 2013
Lenox Advisors, Inc. April 2011 - December 2012
CM&F Group May 2010 - April 2011
RHP Management & Construction June 2002 - May 2010
McTammany Partners May 2009 - August 2009
Merrill Lynch & Co. - Global Private Client Group March 2007 - May 2007
Skills
Microsoft Office, Microsoft Word, Microsfot Excel, PowerPoint, Outlook, Currently Stufying for..., Salesforce.com, Management, Marketing, Business Development, Time Management, Client Development, Networking, Relationship Management, Financial Analysis, Finance
Education
State University of New York at Stony Brook 2006 — 2009
Bachelor's Degree, Economics
Washington and Lee University
Economics
Kevin Sherman, CFP®'s Lenox Advisors, Inc. Experience January 2008 - June 2013
Job Executive Director at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank June 2013 - Present
Lenox Advisors, Inc January 2008 - June 2013
Lenox Advisors, Inc January 2007 - December 2007
Lenox Advisors, Inc January 2001 - December 2006
Cowan Financial Group January 1999 - December 2000
Cowan Financial Group November 1994 - December 1998
Skills
Retirement Planning, Asset Management, Estate Planning, Risk Management, Finance, Employee Benefits
Education
Boston College 1990 — 1994
BS, Political Science
Xavier High School 1986 — 1990
JP Morgan Private Bank June 2013 - Present
Lenox Advisors, Inc January 2008 - June 2013
Lenox Advisors, Inc January 2007 - December 2007
Lenox Advisors, Inc January 2001 - December 2006
Cowan Financial Group January 1999 - December 2000
Cowan Financial Group November 1994 - December 1998
Skills
Retirement Planning, Asset Management, Estate Planning, Risk Management, Finance, Employee Benefits
Education
Boston College 1990 — 1994
BS, Political Science
Xavier High School 1986 — 1990
Jessica Marek, CLU's Lenox Advisors, Inc. Experience June 2015 - Present
Job Client Service Associate at Lenox Advisors, Inc.
Industry Financial Services
Experience
Lenox Advisors, Inc. June 2015 - Present
M Advisory Group, an M Financial Group member firm May 2005 - June 2015
Skills
Client Services, Client Service, Account Management, Customer Service, Insurance, Long Term Care, Employee Benefits, Disability Insurance, Term Life Insurance, Underwriting, Microsoft Office, Financial Services, Securities
Education
University of Southern California 2001 — 2005
B.S. Business Administration, Finance
Lenox Advisors, Inc. June 2015 - Present
M Advisory Group, an M Financial Group member firm May 2005 - June 2015
Skills
Client Services, Client Service, Account Management, Customer Service, Insurance, Long Term Care, Employee Benefits, Disability Insurance, Term Life Insurance, Underwriting, Microsoft Office, Financial Services, Securities
Education
University of Southern California 2001 — 2005
B.S. Business Administration, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY