Purshe Kaplan Sterling Investments
Description
Address: 18 Corporate Woods Blvd, Albany, NY 12211 Hours: Closed ⋅ Opens 8:30AM Mon Friday8:30AM–7PMSaturdayClosedSundayClosedMonday8:30AM–7PMTuesday8:30AM–7PMWednesday8:30AM–7PMThursday8:30AM–7PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (518) 436-3536Place name: Website: : Category: : : : : : Website: https://www.pksinvest.com/ Category: Financial Planner 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. · Own this business? Questions & answers Ask a question See all questions (2) Popular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Purshe Kaplan Sterling Posting publicly on the Web Write a review Reviews Be the first to review
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Purshe Kaplan Sterling Investments Employees
Employee
Years
Job
Industry
John Gosstola John Gosstola's Purshe Kaplan Sterling Investments Experience May 2014 - August 2014
Job Undergraduate Student at Boston College
Industry Financial Services
Experience
Prudential Capital Group May 2015 - August 2015
Purshe Kaplan Sterling Investments May 2014 - August 2014
Sports Authority May 2012 - August 2014
Builders Kitchens Inc June 2011 - May 2012
Skills
Leadership, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Retail, Data Analysis, Prezi, Research
Education
Boston College 2012 — 2016
Bachelor's Degree, Finance, Accounting and Economics
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Prudential Capital Group May 2015 - August 2015
Purshe Kaplan Sterling Investments May 2014 - August 2014
Sports Authority May 2012 - August 2014
Builders Kitchens Inc June 2011 - May 2012
Skills
Leadership, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Retail, Data Analysis, Prezi, Research
Education
Boston College 2012 — 2016
Bachelor's Degree, Finance, Accounting and Economics
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
James (JJ) Williams James (JJ) Williams's Purshe Kaplan Sterling Investments Experience September 2005 - December 2009
Job CEO at Williams Accounting Services
Industry Investment Management
Experience
Williams Financial, LLC 2005 - Present
Williams Accounting Services January 2012 - Present
Hudson Valley Community College January 2011 - January 2015
Community College of Vermont August 2007 - January 2011
Purshe Kaplan Sterling Investments September 2005 - December 2009
Castleton State College August 2008 - July 2009
D.B. McKenna Inc. June 2004 - September 2005
The Bank of Bennington May 2000 - June 2004
Skills
Investment Advisory, Entrepreneurship..., Financial Planning, Asset Management, Tax Preparation, Strategic Financial..., Investments, Management, Public Speaking, Portfolio Management, Research, Strategic Planning, Staff Development, Entrepreneurship, Business Planning, Adult Education, Cash Flow, Financial Analysis, Employee Benefits, Wealth Management, Budgets, Banking, Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Leadership, Higher Education, 401k, Management Consulting, Marketing, Small Business, Accounting, Finance, Leadership Development, Estate Planning, Securities, Strategy, Risk Management, Fundraising
Education
Boston University 2013 — 2015
Certificate in Financial Planning, Financial Planning and Services
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2004
MBA, Finance
Southern Vermont College 1997 — 2001
Bachelor of Science, Business Administration
Hudson Valley Community College
Williams Financial, LLC 2005 - Present
Williams Accounting Services January 2012 - Present
Hudson Valley Community College January 2011 - January 2015
Community College of Vermont August 2007 - January 2011
Purshe Kaplan Sterling Investments September 2005 - December 2009
Castleton State College August 2008 - July 2009
D.B. McKenna Inc. June 2004 - September 2005
The Bank of Bennington May 2000 - June 2004
Skills
Investment Advisory, Entrepreneurship..., Financial Planning, Asset Management, Tax Preparation, Strategic Financial..., Investments, Management, Public Speaking, Portfolio Management, Research, Strategic Planning, Staff Development, Entrepreneurship, Business Planning, Adult Education, Cash Flow, Financial Analysis, Employee Benefits, Wealth Management, Budgets, Banking, Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Leadership, Higher Education, 401k, Management Consulting, Marketing, Small Business, Accounting, Finance, Leadership Development, Estate Planning, Securities, Strategy, Risk Management, Fundraising
Education
Boston University 2013 — 2015
Certificate in Financial Planning, Financial Planning and Services
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2004
MBA, Finance
Southern Vermont College 1997 — 2001
Bachelor of Science, Business Administration
Hudson Valley Community College
Yangyang Xiao Yangyang Xiao's Purshe Kaplan Sterling Investments Experience November 2013 - April 2014
Job Junior Analyst at KMK Consulting Inc.
Industry Pharmaceuticals
Experience
KMK Consulting Inc. November 2014 - Present
Boehringer Ingelheim January 2015 - Present
Lehigh University January 2013 - July 2014
Purshe Kaplan Sterling Investments November 2013 - April 2014
Agricultural Bank of China June 2012 - August 2012
HSBC June 2011 - August 2011
Skills
Matlab, Microsoft Excel, AMPL, Stata, Microsoft Word, PowerPoint, Statistics, Financial Analysis, Mandarin, Data Mining, Bloomberg Terminal, SQL, Financial Modeling, Morningstar, SAS programming, SAS, Microsoft Office, Portfolio Management, Investments, Management, Analysis
Education
Lehigh University 2012 — 2014
Master of Science (MS), Analytical Finance
Southwestern University of Finance and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Chengdu No.7 high school 2005 — 2008
KMK Consulting Inc. November 2014 - Present
Boehringer Ingelheim January 2015 - Present
Lehigh University January 2013 - July 2014
Purshe Kaplan Sterling Investments November 2013 - April 2014
Agricultural Bank of China June 2012 - August 2012
HSBC June 2011 - August 2011
Skills
Matlab, Microsoft Excel, AMPL, Stata, Microsoft Word, PowerPoint, Statistics, Financial Analysis, Mandarin, Data Mining, Bloomberg Terminal, SQL, Financial Modeling, Morningstar, SAS programming, SAS, Microsoft Office, Portfolio Management, Investments, Management, Analysis
Education
Lehigh University 2012 — 2014
Master of Science (MS), Analytical Finance
Southwestern University of Finance and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Chengdu No.7 high school 2005 — 2008
Mark Spain Mark Spain's Purshe Kaplan Sterling Investments Experience October 2012 - May 2013
Job Network Administrator at SATO America
Industry Information Technology and Services
Experience
SATO America July 2015 - Present
NYS Department of Health April 2015 - Present
DynTek December 2014 - June 2015
nfrastructure May 2013 - October 2014
Purshe Kaplan Sterling Investments October 2012 - May 2013
Alliance for Positive Health May 2011 - October 2012
Moutain Media 2003 - 2003
Skills
Network Administration, Windows Server, Databases, Active Directory, Troubleshooting, Networking, •Completed CISCO..., •Windows server 2003..., •Windows 7..., •Windows XP..., •WSUS for windows..., •PC Support and..., •PHP programming, •MySQL Databases, •Oracle 10i with..., oService desk support..., Project Planning, Project Management, Switches, Microsoft Exchange, Data Center, Technical Support, Routers, Visio, Software Installation, Hardware, VoIP, System Deployment, Cisco IOS
Education
State University of New York College of Agriculture and Technology at Cobleskill 2011 — 2012
Bachelor of Information Technology, Network and System Administration/Administrator, 3.75
Hudson Valley Community College 2010 — 2010
Network and System Administration/Administrator, 3.75
Hudson Valley Community College 2002 — 2004
Information Systems Sciences, 3.75
SATO America July 2015 - Present
NYS Department of Health April 2015 - Present
DynTek December 2014 - June 2015
nfrastructure May 2013 - October 2014
Purshe Kaplan Sterling Investments October 2012 - May 2013
Alliance for Positive Health May 2011 - October 2012
Moutain Media 2003 - 2003
Skills
Network Administration, Windows Server, Databases, Active Directory, Troubleshooting, Networking, •Completed CISCO..., •Windows server 2003..., •Windows 7..., •Windows XP..., •WSUS for windows..., •PC Support and..., •PHP programming, •MySQL Databases, •Oracle 10i with..., oService desk support..., Project Planning, Project Management, Switches, Microsoft Exchange, Data Center, Technical Support, Routers, Visio, Software Installation, Hardware, VoIP, System Deployment, Cisco IOS
Education
State University of New York College of Agriculture and Technology at Cobleskill 2011 — 2012
Bachelor of Information Technology, Network and System Administration/Administrator, 3.75
Hudson Valley Community College 2010 — 2010
Network and System Administration/Administrator, 3.75
Hudson Valley Community College 2002 — 2004
Information Systems Sciences, 3.75
Donald Stahl, Jr.'s Purshe Kaplan Sterling Investments Experience June 2003 - August 2007
Job VP, Sponsor Relations at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial February 2012 - March 2015
LPL Financial December 2009 - January 2012
LPL Financial May 2009 - December 2009
LPL Financial August 2008 - May 2009
UVEST Financial Services August 2007 - August 2008
Purshe Kaplan Sterling Investments June 2003 - August 2007
Mahoney & Associates (Cadaret Grant) April 2000 - June 2003
Prudential Financial April 1999 - June 2000
Riverside Inn 1997 - 1998
Skills
Investments, Series 7, Series 24, Series 63, FINRA, Series 65, Life & Health Insurance..., Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Salesforce.com..., Retirement Planning, Securities, Fixed Annuities, Financial Services, CTFA - Certified Trust..., Finance
Education
Niagara University 1996 — 1997
Bachelor of Science, Business: Hotel and Restaurant Management
Buffalo State College 1995 — 1996
Colorado Mountain College 1993 — 1994
Institute of Certified Bankers
Certified Trust and Financial Advisor – CTFA
LPL Financial April 2015 - Present
LPL Financial February 2012 - March 2015
LPL Financial December 2009 - January 2012
LPL Financial May 2009 - December 2009
LPL Financial August 2008 - May 2009
UVEST Financial Services August 2007 - August 2008
Purshe Kaplan Sterling Investments June 2003 - August 2007
Mahoney & Associates (Cadaret Grant) April 2000 - June 2003
Prudential Financial April 1999 - June 2000
Riverside Inn 1997 - 1998
Skills
Investments, Series 7, Series 24, Series 63, FINRA, Series 65, Life & Health Insurance..., Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Salesforce.com..., Retirement Planning, Securities, Fixed Annuities, Financial Services, CTFA - Certified Trust..., Finance
Education
Niagara University 1996 — 1997
Bachelor of Science, Business: Hotel and Restaurant Management
Buffalo State College 1995 — 1996
Colorado Mountain College 1993 — 1994
Institute of Certified Bankers
Certified Trust and Financial Advisor – CTFA
Jason J. Tani Jason J. Tani's Purshe Kaplan Sterling Investments Experience 2010 - 2015
Job President & Chief Investment Officer at Pure Wealth Management, Inc.
Industry Investment Management
Experience
Pure Wealth Management, Inc. August 2010 - Present
Purshe Kaplan Sterling Investments 2010 - 2015
Purshe Kaplan Sterling Investments 2010 - 2015
Merrill Lynch January 2006 - August 2010
Wells Fargo Investments June 2001 - January 2006
Prudential Securities April 1997 - June 2001
Union Bank of California August 1994 - April 1997
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Alternative Investments, Estate Planning, Investment Management, Investment Advisory, IRAs, Financial Advisory
Education
University of California, Irvine 1996 — 2012
Personal Financial Planning Certification, Financial Planning
University of California, Riverside 1992 — 1995
BA, Pre-Law Political Sciences
Pure Wealth Management, Inc. August 2010 - Present
Purshe Kaplan Sterling Investments 2010 - 2015
Purshe Kaplan Sterling Investments 2010 - 2015
Merrill Lynch January 2006 - August 2010
Wells Fargo Investments June 2001 - January 2006
Prudential Securities April 1997 - June 2001
Union Bank of California August 1994 - April 1997
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Alternative Investments, Estate Planning, Investment Management, Investment Advisory, IRAs, Financial Advisory
Education
University of California, Irvine 1996 — 2012
Personal Financial Planning Certification, Financial Planning
University of California, Riverside 1992 — 1995
BA, Pre-Law Political Sciences
Bryan Staff's Purshe Kaplan Sterling Investments Experience February 2006 - Present
Job Partner, Purshe Kaplan Sterling Investments
Industry Financial Services
Experience
Purshe Kaplan Sterling Investments February 2006 - Present
Bear Stearns August 2003 - January 2006
Josephthal & Co. Inc. April 1998 - May 2001
Brown Brothers Harriman June 1997 - April 1998
Skills
Investments, Equities, Investment Banking, Debt, Financial Advisory, Series 7, Securities, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Mergers, Asset Management, Finance, Financial Services, Hedge Funds, Leveraged Finance, Mergers & Acquisitions, Private Equity
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Finance and Accounting
Cornell University 1993 — 1997
Bachelor of Science, Industrial and Labor Relations
Purshe Kaplan Sterling Investments February 2006 - Present
Bear Stearns August 2003 - January 2006
Josephthal & Co. Inc. April 1998 - May 2001
Brown Brothers Harriman June 1997 - April 1998
Skills
Investments, Equities, Investment Banking, Debt, Financial Advisory, Series 7, Securities, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Mergers, Asset Management, Finance, Financial Services, Hedge Funds, Leveraged Finance, Mergers & Acquisitions, Private Equity
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Finance and Accounting
Cornell University 1993 — 1997
Bachelor of Science, Industrial and Labor Relations
Kyle Mastrianni Kyle Mastrianni's Purshe Kaplan Sterling Investments Experience April 2014 - Present
Job Intern at Purshe Kaplan Sterling Investments
Industry Real Estate
Experience
Purshe Kaplan Sterling Investments April 2014 - Present
Coldwell Banker Prime Properties January 2012 - Present
Medical Management January 2008 - February 2011
Skills
Sellers, First Time Home Buyers, Relocation, Real Estate, Single Family Homes, Buyer Representation, Listings, New Home Sales, Real Estate Transactions, Residential Homes, Selling, Luxury
Education
State University of New York at Albany 2014 — 2016
Bachelor of Arts (B.A.), Business/ Economics
Hudson Valley Community College 2009 — 2012
Business Administration and Management, General
Hudson Valley Community College
Associate's degree, Business Administration and Management, General
Purshe Kaplan Sterling Investments April 2014 - Present
Coldwell Banker Prime Properties January 2012 - Present
Medical Management January 2008 - February 2011
Skills
Sellers, First Time Home Buyers, Relocation, Real Estate, Single Family Homes, Buyer Representation, Listings, New Home Sales, Real Estate Transactions, Residential Homes, Selling, Luxury
Education
State University of New York at Albany 2014 — 2016
Bachelor of Arts (B.A.), Business/ Economics
Hudson Valley Community College 2009 — 2012
Business Administration and Management, General
Hudson Valley Community College
Associate's degree, Business Administration and Management, General
Kristin Beaudoin Kristin Beaudoin's Purshe Kaplan Sterling Investments Experience May 2014 - June 2015
Job Media Associate at Access Intelligence
Industry Information Technology and Services
Experience
Access Intelligence June 2015 - Present
Purshe Kaplan Sterling Investments May 2014 - June 2015
The Spectrum Newspaper, University at Buffalo August 2014 - January 2015
Victoria's Secret Pink 2014 - 2015
Freelance 2011 - 2015
Griffith Dardanelli Architects, PC September 2011 - December 2011
Skills
Public Relations, Graphic Design, Motivated self-starter, Marketing, Advertising, Creative, Microsoft Office, Research, Website Development, Investments, Financial Analysis, Campaign Management, Social Media, Finance, Problem Solving, Student Leadership, Management, Logo Design, Event Management, Timely Decision Making, Layout, Highly detail oriented, Brochures, Analytical Skills, Public Speaking, Graphics, Easily Adaptable, Strategic Communications, Corporate Communications, Social Networking
Education
American University 2015 — 2016
Master of Science (MS), Analytics
University at Buffalo 2013 — 2015
Bachelor of Arts (B.A.), Communication
Access Intelligence June 2015 - Present
Purshe Kaplan Sterling Investments May 2014 - June 2015
The Spectrum Newspaper, University at Buffalo August 2014 - January 2015
Victoria's Secret Pink 2014 - 2015
Freelance 2011 - 2015
Griffith Dardanelli Architects, PC September 2011 - December 2011
Skills
Public Relations, Graphic Design, Motivated self-starter, Marketing, Advertising, Creative, Microsoft Office, Research, Website Development, Investments, Financial Analysis, Campaign Management, Social Media, Finance, Problem Solving, Student Leadership, Management, Logo Design, Event Management, Timely Decision Making, Layout, Highly detail oriented, Brochures, Analytical Skills, Public Speaking, Graphics, Easily Adaptable, Strategic Communications, Corporate Communications, Social Networking
Education
American University 2015 — 2016
Master of Science (MS), Analytics
University at Buffalo 2013 — 2015
Bachelor of Arts (B.A.), Communication
Todd Segal Todd Segal's Purshe Kaplan Sterling Investments Experience June 2006 - July 2010
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2014 - January 2015
Morgan Stanley January 2012 - June 2014
Morgan Stanley August 2010 - January 2012
Purshe Kaplan Sterling Investments June 2006 - July 2010
Morgan Stanley June 2005 - May 2006
Morgan Stanley September 2004 - December 2004
Skills
Series 7, Series 24, Series 4, Series 53, Series 66, Life & Health Insurance..., FINRA, Marketing, Finance, Financial Planning, Wealth Management, Capital Markets, Equities, Securities, Financial Analysis, Fixed Income, Financial Services, Risk Management, Mutual Funds
Education
State University of New York at Albany 2007 — 2009
Master of Business Administration (MBA), Finance
Binghamton University 2001 — 2005
Bachelor of Science (B.S.), Financial Economics
Morgan Stanley January 2015 - Present
Morgan Stanley June 2014 - January 2015
Morgan Stanley January 2012 - June 2014
Morgan Stanley August 2010 - January 2012
Purshe Kaplan Sterling Investments June 2006 - July 2010
Morgan Stanley June 2005 - May 2006
Morgan Stanley September 2004 - December 2004
Skills
Series 7, Series 24, Series 4, Series 53, Series 66, Life & Health Insurance..., FINRA, Marketing, Finance, Financial Planning, Wealth Management, Capital Markets, Equities, Securities, Financial Analysis, Fixed Income, Financial Services, Risk Management, Mutual Funds
Education
State University of New York at Albany 2007 — 2009
Master of Business Administration (MBA), Finance
Binghamton University 2001 — 2005
Bachelor of Science (B.S.), Financial Economics
Brendan Hungerford Brendan Hungerford's Purshe Kaplan Sterling Investments Experience May 2014 - Present
Job Operations Intern at Purshe Kaplan Sterling Investments
Industry Information Technology and Services
Experience
Purshe Kaplan Sterling Investments May 2014 - Present
Core BTS June 2013 - August 2013
Skills
New Business Development, Account Management, Cold Calling, Relationship Management, Solution Selling, Direct Sales, Cloud Computing
Education
Clemson University
Economics
Purshe Kaplan Sterling Investments May 2014 - Present
Core BTS June 2013 - August 2013
Skills
New Business Development, Account Management, Cold Calling, Relationship Management, Solution Selling, Direct Sales, Cloud Computing
Education
Clemson University
Economics
Peter Kvam Peter Kvam's Purshe Kaplan Sterling Investments Experience March 2008 - April 2011
Job Manager, Investments & Compliance at HANYS
Industry Hospital & Health Care
Experience
HANYS August 2011 - Present
Purshe Kaplan Sterling Investments March 2008 - April 2011
UHY Advisors May 2005 - February 2008
Salem Five Bank August 2003 - May 2005
Quick & Reilly September 2000 - May 2003
Skills
Chartered Retirement..., Series 7, Series 24, Series 53, Series 63, Retirement Planning, Mutual Funds
Education
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), History
Bethlehem Central High School
HANYS August 2011 - Present
Purshe Kaplan Sterling Investments March 2008 - April 2011
UHY Advisors May 2005 - February 2008
Salem Five Bank August 2003 - May 2005
Quick & Reilly September 2000 - May 2003
Skills
Chartered Retirement..., Series 7, Series 24, Series 53, Series 63, Retirement Planning, Mutual Funds
Education
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), History
Bethlehem Central High School
Keith Flood's Purshe Kaplan Sterling Investments Experience March 1997 - Present
Job Senior Vice President at Purshe Kaplan Sterling Investments
Industry Investment Management
Experience
PKS Advisory Services, LLC March 2007 - Present
Purshe Kaplan Sterling Investments March 1997 - Present
Prudential Securities September 1993 - March 1997
Shearson Lehman Brothers September 1989 - September 1993
Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Securities, Series 63, Estate Planning, Financial Services, Fixed Annuities, Insurance, 401k, Risk Management
Education
United States Military Academy at West Point 1981 — 1985
PKS Advisory Services, LLC March 2007 - Present
Purshe Kaplan Sterling Investments March 1997 - Present
Prudential Securities September 1993 - March 1997
Shearson Lehman Brothers September 1989 - September 1993
Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Securities, Series 63, Estate Planning, Financial Services, Fixed Annuities, Insurance, 401k, Risk Management
Education
United States Military Academy at West Point 1981 — 1985
Thomas Bakuzonis's Purshe Kaplan Sterling Investments Experience June 2004 - July 2006
Job Traffic Coordinator at Time Warner Cable Media Sales
Industry Marketing and Advertising
Experience
Time Warner Cable Media Sales July 2006 - Present
Purshe Kaplan Sterling Investments June 2004 - July 2006
Capital News 9 September 2005 - December 2005
Education
State University of New York College at Oneonta 2002 — 2005
Bachelors, Mass Communications, Business, Production
Time Warner Cable Media Sales July 2006 - Present
Purshe Kaplan Sterling Investments June 2004 - July 2006
Capital News 9 September 2005 - December 2005
Education
State University of New York College at Oneonta 2002 — 2005
Bachelors, Mass Communications, Business, Production
Bradley Alfred's Purshe Kaplan Sterling Investments Experience July 2009 - August 2009
Job Accountant at Grossman & Grossman LLP
Industry Accounting
Experience
Grossman & Grossman LLP June 2015 - Present
KPMG October 2012 - June 2015
KPMG June 2010 - August 2010
Purshe Kaplan Sterling Investments July 2009 - August 2009
NY State Center For Economic Growth June 2009 - August 2009
NY Football Giants July 2008 - August 2008
Education
London School of Economics and Political Science 2011 — 2012
MSc Accounting, Organisations & Institutions, Accounting/Finance
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bethlehem Central High School
R.H. Smith School of Business
University of Maryland College Park
Bachelor of Science, Accounting Major
Grossman & Grossman LLP June 2015 - Present
KPMG October 2012 - June 2015
KPMG June 2010 - August 2010
Purshe Kaplan Sterling Investments July 2009 - August 2009
NY State Center For Economic Growth June 2009 - August 2009
NY Football Giants July 2008 - August 2008
Education
London School of Economics and Political Science 2011 — 2012
MSc Accounting, Organisations & Institutions, Accounting/Finance
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bethlehem Central High School
R.H. Smith School of Business
University of Maryland College Park
Bachelor of Science, Accounting Major
Keith D. Vink's Purshe Kaplan Sterling Investments Experience October 2005 - Present
Job Vice President/Wealth Management at Purshe Kaplan Sterling Investments
Industry Financial Services
Experience
Purshe Kaplan Sterling Investments October 2005 - Present
Morgan Stanley 2000 - 2005
First Albany Corp. 1994 - 2000
Prudential Securities 1984 - 1994
Skills
Equities, Fixed Income, Portfolio Management, Mutual Funds, Series 7
Education
Siena College
BS, Finance
Siena College
Bachelor of Science (B.S.) Finance
Purshe Kaplan Sterling Investments October 2005 - Present
Morgan Stanley 2000 - 2005
First Albany Corp. 1994 - 2000
Prudential Securities 1984 - 1994
Skills
Equities, Fixed Income, Portfolio Management, Mutual Funds, Series 7
Education
Siena College
BS, Finance
Siena College
Bachelor of Science (B.S.) Finance