Monarch Wealth and Business Management

Description

Address: 209 E 31st St, New York, NY 10016 Hours: Closed ⋅ Opens 9AM Thursday9AM–6PMFriday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 894-8100: Category: Website: : Place name: : : : : Website: http://www.monarchbw.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Monarch Business & Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review

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Monarch Wealth and Business Management Employees

Employee
Years
Job
Industry
Katie Mitchell Katie Mitchell Washington D.C. Metro Area Details
Katie Mitchell's Monarch Wealth and Business Management Experience September 2010 - October 2010
Job Intrapreneur at Visa, Empathetic Strategist, and Insatiable Adventurer
Industry Financial Services
Experience
More Than Just Parks   February 2015 - Present
Catchafire  December 2014 - Present
Visa  March 2013 - Present
Full Circle Fund  January 2013 - Present
Visa  September 2012 - March 2013
Visa  March 2012 - September 2012
Visa  August 2011 - March 2012
Columbia University  September 2007 - May 2011
Columbia University  January 2010 - December 2010
Monarch Wealth and Business Management   September 2010 - October 2010

Skills
Spanish, French, Research, Writing, Politics, Cisco MARS, Microsoft Excel, Business Modeling, Film Production, Critical Thinking, Political Science, Game Theory, International Law, International Trade, Business Development, International..., Chinese Foreign Policy, Italian, South Asia, Sub-Saharan Africa, National Security..., Foreign Direct..., Analytics, Social Media, Strategy, Management, Social Impact, Strategic Partnerships, Analysis

Education
Columbia University in the City of New York   2007 — 2011
BA, Political Science, International Relations, English

Angelo Massagli Angelo Massagli Boston, Massachusetts Details
Angelo Massagli's Monarch Wealth and Business Management Experience June 2012 - December 2012
Job Student at Northeastern University | Prospective Law Student
Industry Entertainment
Experience
Allied Integrated Marketing  January 2015 - May 2015
Monarch Wealth and Business Management   June 2012 - December 2012
HBO  November 2001 - March 2007
Paramount Pictures  November 2002 - January 2003
NBC Network  April 1998 - April 1998
CBS Corporation  September 1997 - March 1998
ABC Network  January 1998 - January 1998
CBS Corporation  October 1997 - October 1997

Skills
English, Business, Acting, Writing, Report Writing, Creative Writing, Entertainment, Social Media, Public Speaking, Microsoft Word

Education
Northeastern University   2010 — 2015
Bachelor's degree, English Language and Literature, General

Mahopac High School   2006 — 2010

Ross Mintz Ross Mintz Boston, Massachusetts Details
Ross Mintz's Monarch Wealth and Business Management Experience May 2011 - August 2011
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
Burkenroad Reports  August 2012 - December 2012
UBS  June 2012 - August 2012
Monarch Wealth and Business Management   May 2011 - August 2011

Skills
Research, Finance, Financial Modeling, PowerPoint, Equity Research, Microsoft Excel, Portfolio Management, Forecasting, Trading, Management, Accounting, Marketing, Mutual Funds, Data Analysis, Certified in Microsoft..., X_Trader, Moose, Energy, Thomson Reuters Eikon, Energy Modeling, Bloomberg Terminal, Microsoft Office

Education
Tulane University - A.B. Freeman School of Business   2013 — 2014
Master of Management in Energy

Tulane University - A.B. Freeman School of Business   2009 — 2013
BSM Finance

The Hotchkiss School   2005 — 2009
High School

Kevin Feeney Kevin Feeney Greater New York City Area Details
Kevin Feeney's Monarch Wealth and Business Management Experience October 2014 - December 2014
Job Rotational Intern at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners LLC  June 2015 - Present
Seeking Alpha  August 2011 - Present
Maxim Group  January 2015 - May 2015
Monarch Wealth and Business Management   October 2014 - December 2014
DMA Associates, LLC   June 2009 - August 2014

Skills
Microsoft Excel, Public Speaking, Investments, Research, Teamwork, Leadership, Financial Modeling, PowerPoint, Databases, Time Management, Testing, Microsoft Office, Program Management, Social Media, Microsoft Word

Education
Fordham University   2013 — 2017
Finance with a Concentration in Value Investing

Holy Ghost Preparatory School   2009 — 2013

James Sandoval James Sandoval Jersey City, New Jersey Details
James Sandoval's Monarch Wealth and Business Management Experience August 2013 - December 2013
Job Identity Manager at JPMorgan Chase & Co.
Industry Information Services
Experience
JPMorgan Chase & Co.   April 2015 - Present
Aerotek  October 2014 - March 2015
Self Employed  March 2010 - June 2014
Monarch Wealth and Business Management   August 2013 - December 2013
Aeropostale  October 2011 - October 2013

Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Teaching, Public Speaking, Microsoft Office, Editing, Statistics, Photoshop, Data Analysis, Creative Writing, Report Writing, Visual Arts, Performing Arts

Education
City University of New York-Baruch College   2010 — 2014
Bachelor's Degree, Major in Economics, Minor in History

Trevor Shevin, CIP, CASAC-T, CARC, MBA Trevor Shevin, CIP, CASAC-T, CARC, MBA Greater New York City Area Details
Trevor Shevin, CIP, CASAC-T, CARC, MBA's Monarch Wealth and Business Management Experience June 2009 - December 2010
Job
Industry Mental Health Care
Experience
Gallant & Associates   July 2013 - Present
Paige Stetson & Associates   2012 - July 2013
Monarch Wealth and Business Management   June 2009 - December 2010
Thomas Weisel Partners  October 2007 - October 2008
Sterling Stamos  January 2006 - March 2007
Morgan Stanley  May 1997 - January 2006

Skills
Business Development, Strategic Planning, Fundraising, Marketing, Strategy, Substance Abuse..., Case Management Services, Interventions, Relapse Prevention, Substance Use Disorders, Addiction Recovery, Motivational..., Recovery Coaching, Life Coaching, Codependency, Spiritual Direction, Career Development..., Career Counseling, Leadership, Communication Skills, Public Speaking, Psychotherapy, Community Outreach, Adolescents, Behavioral Health, Google Groups, Family Therapy, Healthcare, Chemical Dependency, Co-occurring Disorders, Mental Health, Relationship Management, Executive Coaching, Executive Group..., Case Management, Case Managment, Coaching, Crisis Intervention, Dual Diagnosis, Group Therapy, Mental Health Counseling, Social Services, Substance Abuse..., Treatment, Young Adult Services

Education
City University of New York-Baruch College - Zicklin School of Business   2003 — 2005
MBA

Skidmore College   1990 — 1994
BA

Mercy College   2011 — 2012
CASAC

Rye Country Day School   1986 — 1990

Samra Durrani Samra Durrani Greater New York City Area Details
Samra Durrani's Monarch Wealth and Business Management Experience September 2010 - May 2011
Job Staff Fraud Investigation & Dispute Services at Ernst & Young
Industry Accounting
Experience
EY  January 2014 - Present
EY  June 2012 - August 2012
Monarch Wealth and Business Management   September 2010 - May 2011
NYU Phonathon  January 2010 - May 2010
NIB Bank  June 2008 - August 2008
BDO Ebrahim & Co.   June 2007 - August 2007

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Social Media, Public Speaking, Economics

Education
NYU   2009 — 2013
Bachelor of Science (B.S.), Master of Science (M.S.), Accounting and Economics

Magdalena Boguszewska Magdalena Boguszewska Norwalk, Connecticut Details
Magdalena Boguszewska's Monarch Wealth and Business Management Experience February 2013 - May 2013
Job Accountant
Industry Accounting
Experience
Conair Corporation  February 2014 - Present
Conair Corporation  February 2014 - Present
Kari-Out Co.   September 2013 - February 2014
Monarch Wealth and Business Management   February 2013 - May 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Auditing, Budgets, Finance, Outlook, Financial Reporting

Education
Western Connecticut State University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Financial Accounting

Norwalk Community College   2008 — 2011
Associate of Science (A.S.), Accounting

Jacques Freeman Jacques Freeman Greater New York City Area Details
Jacques Freeman's Monarch Wealth and Business Management Experience June 2015 - Present
Job Account Manager at Monarch Wealth and Business Management
Industry Financial Services
Experience
Monarch Wealth and Business Management   June 2015 - Present
Wasserman, Grossman & Sloan, LLP   October 2012 - May 2015
Northwestern Mutual  April 2011 - July 2012

Skills
Microsoft Excel, Financial Analysis, Strategic Financial..., Finance

Education
University of Delaware   2008 — 2012
Finance

Old Mill High School   2004 — 2008

Lesly Sanchez Lesly Sanchez United States Details
Lesly Sanchez's Monarch Wealth and Business Management Experience April 2013 - September 2014
Job Accountant Assistant
Industry Accounting
Experience
Luxury Car Vision, LLC   July 2015 - Present
Linum Home Textiles   October 2014 - June 2015
Monarch Wealth and Business Management   April 2013 - September 2014
KWL Enterprises   January 2013 - March 2013
JP Morgan Chase Bank  January 2006 - March 2009

Skills
Accounting, Accounts Payable, Financial Analysis, Cash Management, Accounts Receivable, Risk Management, Customer Service, Microsoft Office, Financial Risk, Retail Banking, Credit, Banking, Business Analysis, Microsoft Excel, Facebook, Proof, Spreadsheets, Microsoft Word, PowerPoint, Invoicing, Strategic Planning, •Proficient in MS..., Leadership, Management, Payroll, Budgets, Process Improvement, Sales, QuickBooks, Progressive Business..., Product and Services..., Problem Resolution, Competitive Analysis..., Regulatory Compliance..., Windows Operating System, DataFaction Accounting..., MediaBase Next Big Sound

Education
University of Phoenix   2006 — 2013
Bachelor of Business Science with a concentration in Administration and Accounting, Cumulative GPA: 3.43/4.0

Barry Klarberg Barry Klarberg Greater New York City Area Details
Barry Klarberg's Monarch Wealth and Business Management Experience 2010 - Present
Job Barry Klarberg is Managing Partner and Founder of Monarch Wealth and Business Management
Industry Financial Services
Experience
Monarch Wealth and Business Management   2010 - Present
Guggenheim Partners  2006 - 2009
Deloitte  1981 - 1992
Pace University  1985 - 1989

Skills
Customer Service, Strategic Planning, Leadership, Project Management, Sales, Microsoft Office, Business Strategy, Marketing, Strategy, Business Development, Management, Microsoft Excel, Business, Business Management, Finance, Change Management, Financial Analysis, Financial Modeling, Networking, Mergers & Acquisitions, Accounting

Education
Pace University   1981 — 1985
Taxation, MS

Pace University   1977 — 1981
Bachelor of Business Administration (BBA), Taxation

Troy Starrett Troy Starrett Greater New York City Area Details
Troy Starrett's Monarch Wealth and Business Management Experience August 2014 - Present
Job Account Manager at Monarch Wealth and Business Management
Industry Financial Services
Experience
Monarch Wealth and Business Management   August 2014 - Present
Babson College  September 2012 - May 2014
East Coast Militia   May 2013 - August 2013
Haymakers for Hope  April 2012 - December 2012
MASTP   June 2012 - August 2012
ScoreBig Inc  June 2011 - August 2011
Coollapsible   December 2010 - April 2011
Catholic Memorial School  August 2009 - August 2010

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Risk Management, Management, Microsoft Office, Salesforce.com, Coaching, Microsoft Office..., Entrepreneurship, Analysis, Social Networking, People-oriented, Social Media

Education
Babson College   2010 — 2014
Bachelor's Degree, Finance, General

Catholic Memorial   2004 — 2010
Finance, General

Alex Mateer Alex Mateer New York, New York Details
Alex Mateer's Monarch Wealth and Business Management Experience January 2015 - May 2015
Job Finance Intern at American Arbitration Association
Industry Financial Services
Experience
American Arbitration Association  June 2015 - Present
Monarch Wealth and Business Management   January 2015 - May 2015
American Arbitration Association  December 2014 - January 2015
Argo Partners  July 2014 - August 2014
America's Amazing Teens Project   May 2014 - July 2014

Skills
Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork

Education
Fordham University   2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.5

Kevin Parakkattu Kevin Parakkattu New York, New York Details
Kevin Parakkattu's Monarch Wealth and Business Management Experience January 2014 - May 2014
Job Venture Capital Analyst at Centripetal Capital Partners
Industry Venture Capital & Private Equity
Experience
Centripetal Capital Partners   February 2015 - Present
ThinkShirt LLC.   June 2014 - January 2015
Monarch Wealth and Business Management   January 2014 - May 2014

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling

Education
Macaulay Honors College at The City University of New York   2013 — 2017

City University of New York-Baruch College   2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.8 GPA

Giovanni Quattrochi Giovanni Quattrochi New York, New York Details
Giovanni Quattrochi's Monarch Wealth and Business Management Experience June 2015 - Present
Job Intern at Monarch Wealth and Business Management
Industry Entertainment
Experience
Mugatunes Inc.   July 2015 - Present
Monarch Wealth and Business Management   June 2015 - Present
Trinity College - Hartford  September 2014 - Present
TEDxTrinColl   September 2014 - Present
Clinton Foundation  June 2014 - Present
Underground Coffehouse   October 2013 - Present
The Mill at Trinity College   September 2012 - Present
Human Rights Campaign  July 2012 - July 2013

Skills
Social Media, Community Outreach, Editing, Event Planning, Facebook, Research, Fundraising, Public Speaking, Nonprofits, Blogging, Social Networking, SPSS, Volunteer Management, Creative Writing, Public Relations, Grant Writing, Spanish, Press Releases

Education
Trinity College-Hartford   2012 — 2016
Psychology

Eleanor Roosevelt High School   2008 — 2012

Ximeng Chen Ximeng Chen Greater New York City Area Details
Ximeng Chen's Monarch Wealth and Business Management Experience February 2011 - April 2011
Job Secretary at Beta Alpha Psi – Iota Lambda Chapter
Industry Higher Education
Experience
Beta Alpha Psi – Iota Lambda Chapter   May 2012 - Present
Beta Alpha Psi -- Iota Lambda Chapter  March 2012 - May 2012
Lighthouse International  October 2011 - March 2012
Monarch Wealth and Business Management   February 2011 - April 2011
AIA  July 2009 - August 2009
Beijing Olympic Games  July 2008 - August 2008

Skills
Mandarin, Research, Great Plains Software, Microsoft Office, Photoshop, Community Service, Prezi

Education
Pace University - Lubin School of Business   2010 — 2013
Master's degree, Accounting

Shanghai University of International Business and Economics   2006 — 2010
Bachelor's degree, International Business

Jim Eagan Jim Eagan White Plains, New York Details
Jim Eagan's Monarch Wealth and Business Management Experience February 2009 - July 2009
Job Tax Reviewer at Merrill I Rosen Cpa Pc
Industry Accounting
Experience
Weinstein & Formanek CPA's   February 2015 - Present
Capital Financial Management   February 2010 - Present
Jewish Board of Family and Children's Services & Monarch Welath Management   January 2009 - February 2014
Monarch Wealth and Business Management   February 2009 - July 2009
Mottell & Kluge/Paul Wasserman CPAs   November 2007 - December 2008
Marks Paneth LLP  August 2006 - May 2007
Jefferson Wells International  September 2005 - May 2006
Retained for tax accounting & auditing roles by PepsiCo, Pepsi Bottling, Prudential, NYC CPA Firms   January 1998 - August 2003

Skills
Accounting, Tax, QuickBooks, Auditing, Sarbanes-Oxley Act, Tax Preparation, Bookkeeping, Financial Reporting, Account Reconciliation, Corporate Tax, Income Tax, Multi-state tax returns, Tax Accounting, ProSystem fx Tax, RIA, Corp Tax, Fast Tax, Microsoft Excel, Lacerte, GoFileRoom, TaxStream, Quicken, ProSeries, International Tax, Gift Tax, Trusts, High Net Worth..., Partnership Taxation, Fixed Asset Depreciation, FAS109, Not for Profit, Consolidated Returns, Private Foundations, Estimates, Accounting System..., Income Tax Planning, Internal Processes &..., Tax Research &..., Ledger Analysis & Input, Consolidated Financial...

Education
SUNY Albany & Queens College   2002 — 2003
Accounting

Fordham University - Graduate School of Business Administration   1994 — 1996
MBA program

Pace University   1986 — 1988
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics

Brittany Carroll Brittany Carroll Manhasset, New York Details
Brittany Carroll's Monarch Wealth and Business Management Experience December 2012 - January 2013
Job Financial Data Analyst at Moody's Investor Service
Industry Financial Services
Experience
Moody's Investors Service  September 2014 - Present
Citi  June 2013 - August 2013
Monarch Wealth and Business Management   December 2012 - January 2013
Citi  May 2012 - August 2012

Skills
Corporate Finance, Microsoft Office, Financial Analysis, Accounting, Financial Modeling, Financial Audits, Valuation, Leadership, Social Networking, Teamwork, PowerPoint, Event Planning, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Research

Education
Clemson University - College of Business and Behavioral Science   2010 — 2014
Bachelor's degree, Accounting

Isabelle M. Duran Isabelle M. Duran Miami, Florida Details
Isabelle M. Duran's Monarch Wealth and Business Management Experience January 2012 - October 2013
Job Brand Partnerships & Strategic Alliances at Sony Music
Industry Entertainment
Experience
Sony Music Entertainment  November 2013 - Present
Agency 21 Consulting  January 2012 - November 2013
Monarch Wealth and Business Management   January 2012 - October 2013
Aspen Wealth Management, LLC   October 2011 - December 2011
Merrill Lynch  June 2010 - August 2010

Skills
Marketing, Event Management, Social Media Marketing, Management, Leadership, Event Planning, Music Industry, Fundraising, Spanish, Nonprofits, Budgets, Strategic Planning, Training, Team Leadership, Research, Teamwork, Cultural Diversity, Public Relations, Time Management, Brand Development, Strategic Partnerships, Brand Management, International Business

Education
IQS Business School of the Ramon Llull University   2011 — 2011
Study Abroad

Loyola University New Orleans   2007 — 2011
Bachelor of Business Administration

Gulliver Preparatory High School   2003 — 2007

Zachary Jayson Zachary Jayson Chappaqua, New York Details
Zachary Jayson's Monarch Wealth and Business Management Experience June 2015 - August 2015
Job Student at University of California, Los Angeles
Industry
Experience
Monarch Wealth and Business Management   June 2015 - August 2015
UCLA Men’s Volleyball Team   November 2014 - June 2015
Score Goals   September 2010 - June 2014

Education
University of California, Los Angeles   2014 — 2018
Economics

Horace Greeley High School   2010 — 2014