QCI Asset Management

Description

Address: 1040 Pittsford Victor Rd, Pittsford, NY 14534 Hours: Closed ⋅ Opens 8AM Wed Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (585) 218-2060Category: : Website: Place name: : : : : : Website: https://e-qci.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. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 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 QCI Asset Management Posting publicly on the Web Write a review Reviews"This place is excellent!" "Take your money else where." View all Google reviews

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QCI Asset Management Employees

Employee
Years
Job
Industry
Timothy D. Calkins, CFA Timothy D. Calkins, CFA Buffalo/Niagara, New York Area Details
Timothy D. Calkins, CFA's QCI Asset Management Experience October 2009 - Present
Job Portfolio Manager / Senior Fixed Income Manager at QCI Asset Management
Industry Investment Management
Experience
QCI Asset Management   October 2009 - Present
QCI Asset Management   July 2005 - October 2009
QCI Asset Management   July 2002 - June 2005

Skills
Fixed Income, Asset Managment, Emerging Markets, Hedge Funds, Alternative Investments, Investment Management, Capital Markets, Leveraged Finance, Equity Research, Investment Banking, Private Equity, Financial Markets, Investment Strategies, Equities, Portfolio Management, Trading, SEC, Financial Structuring, Structured Finance, Valuation, Financial Modeling, Corporate Finance, Finance, Bonds, Bloomberg, Asset Allocation, Securities, Derivatives, Equity Valuation, Mutual Funds, Investments, Investment Advisory, Wealth Management, Structured Products, Options, ETFs, Hedging, Asset Management

Education
State University of New York at Buffalo   2013 — 2017
Master of Arts (M.A.), Economics

Canisius College   2000 — 2002
B.S., Finance

iShares on Campus - Harvard

Windsor 2008 SSFA

NDHS   1993 — 1997

Seerat Sodhi Seerat Sodhi Greater New York City Area Details
Seerat Sodhi's QCI Asset Management Experience July 2012 - April 2015
Job Senior Consultant
Industry Financial Services
Experience
Deloitte  April 2015 - Present
QCI Asset Management   July 2012 - April 2015
Rochester Institute of Technology  August 2010 - May 2012
Merrill Lynch  June 2011 - August 2011
Barclays Bank  September 2009 - June 2010
UBS Investment Bank  March 2008 - March 2009

Education
Rochester Institute of Technology   2010 — 2012
Master of Business Administration (M.B.A.)

University of Cambridge   2008 — 2009
Mountbatten Institute and University of Cambridge International Examinations (CIE)

Delhi University   2004 — 2007
Bachelor's Degree

Dick Maguire Dick Maguire Rochester, New York Details
Dick Maguire's QCI Asset Management Experience September 1997 - May 2005
Job Regional Broker Development Coordinator at AFLAC
Industry Insurance
Experience
Aflac  April 2013 - Present
Aflac  2011 - Present
Germaphob   2013 - 2014
Servicemaster By Enviro-Care   May 2005 - July 2012
QCI Asset Management   September 1997 - May 2005
RBT Lift, Inc.   August 1980 - September 1997

Skills
Insurance, Employee Benefits, Benefit Broker Partner, Group Products, Accident, Critical Illness, Cancer, Term Life Insurance, Whole Life, Personal Sickness, Claim, Health Savings Accounts, Sales and marketing..., General management, Health Insurance, Universal Life, Brokers, Liability, Long-term Care, Group Insurance, Retirement, Long Term Care Insurance, Insurance Brokerage, Underwriting, Medicare, 401k, Estate Planning, Small Business, Mutual Funds, Financial Planners, Cafeteria Plans, Retirement Planning, Health Care Reform, COBRA, Strategic Financial..., Finance, Series 7, Investment Advisory, Investments, IRAs, Agents, Benefits Administration, Financial Services, Securities, Voluntary Employee..., Commercial Lines, Legal Liability, Life & Health Insurance..., Portfolio Management, Customer Retention

Education
Georgetown University
Bachelor of Arts (B.A.), Economics

St. Joseph's Collegiate Institute
College Prep

Tyler Willcox Tyler Willcox Pittsford, New York Details
Tyler Willcox's QCI Asset Management Experience July 2015 - Present
Job Junior Equity Analyst at QCI Asset Management
Industry Financial Services
Experience
QCI Asset Management   July 2015 - Present
Empire Valuation Consultants  June 2013 - July 2015
Penfield Consulting   January 2008 - April 2014
Empire Valuation Consultants  June 2012 - August 2012

Skills
Accounting, Financial Reporting, Microsoft Word, PowerPoint, Financial Accounting, Bookkeeping, Microsoft Excel, Financial Analysis, Account Reconciliation, General Ledger, Microsoft Office, Bloomberg, Finance, Tax, Income Tax, Tax Preparation, Accounts Payable, Accounts Receivable, Tax Returns, Financial Modeling

Education
Saint John Fisher College   2010 — 2014
Bachelor of Science (BS), Accounting

Pittsford Mendon High School   2005 — 2009

Neil Foley Neil Foley New York, New York Details
Neil Foley's QCI Asset Management Experience June 2010 - August 2010
Job Senior Consultant, Financial Services at EY
Industry Financial Services
Experience
EY  April 2015 - Present
Citi  January 2015 - May 2015
Citi  January 2014 - December 2014
Citi  June 2012 - January 2014
Scottrade  May 2011 - May 2012
QCI Asset Management   June 2010 - August 2010

Skills
Financial Analysis, Microsoft Excel, Risk Management, Credit Risk, Financial Modeling, Microsoft Office, PowerPoint, Customer Service, Financial Risk, Portfolio Management, Finance, Social Media, Microsoft Word, Credit Analysis, Bloomberg Terminal, Access, Derivatives, Credit, Equities, Capital IQ, Research, Securities, Dodd-Frank, Credit Derivatives, Swaps, CDS, Interest Rate Risk..., Interest Rate..., FX Options, Bloomberg, Photoshop, Java, HTML, Risk Assessment, Financial Risk..., Intercompany..., Intercompany, Intercompany Accounts, Revolving Lines of..., Compliance, Living Will, Debt Restructuring

Education
Canisius College   2008 — 2012
Bachelor of Science (B.S.), Finance, General

Aquinas Institute of Rochester   2004 — 2008

Todd Cerami Todd Cerami Fairport, New York Details
Todd Cerami's QCI Asset Management Experience January 2005 - September 2013
Job Proprietor, Fine Accoutrements
Industry Consumer Goods
Experience
Fine Accoutrements   October 2013 - Present
Efficient Financial   October 2013 - December 2014
QCI Asset Management   January 2005 - September 2013
Charles Schwab  September 1999 - December 2004
Morgan Stanley  October 1996 - September 1999

Skills
Retirement Plan..., 401k, Retirement Planning, Investments, Retirement, Investment Advisory, Mutual Funds

Education
State University of New York College at Oswego   1994 — 1996
BS, Business Administration

Saint Joseph's University   1991 — 1992
Marketing

McQuaid Jesuit HS   1989 — 1991

Greg Stefl Greg Stefl Rochester, New York Details
Greg Stefl's QCI Asset Management Experience July 2001 - December 2013
Job Operations Manager at NeighborWorks Rochester
Industry Nonprofit Organization Management
Experience
NeighborWorks Rochester  January 2014 - Present
Vincent Associates Real Estate   March 2008 - Present
Red Maple Properties, LLC   July 2004 - Present
QCI Asset Management   July 2001 - December 2013
Greg'ry's Bakery Cafe   December 1986 - December 1994

Skills
Online Advertising, Information Management, Social Media Marketing, Real Estate Transactions, Real Estate, Small Business, Small Business Marketing, Workflow Management, Securities, Database Administration, Technical Writing, Report Writing, Business Planning, Business Process..., Training Delivery, Hands-on Training, Creation Of Training..., CSS, HTML, Wordpress, Microsoft Office, Video Editing, Digital Photography, Digital Media, Creative Writing, Blogging, Management, Operations Management, Food Service, Team Leadership, Leadership, Training, Investment Properties, WordPress, Investments, Leases, Residential Homes, Marketing, Sales, Finance, Negotiation, Portfolio Management, Seniors

Education
State University of New York College at Geneseo   1999 — 2000
B.S., Management

Monroe Community College   1995 — 1998
Associate of Science (A.S.), Business Administration, 3.95 GPA

Brian Sheridan Brian Sheridan Rochester, New York Details
Brian Sheridan's QCI Asset Management Experience August 2014 - December 2014
Job Student at Rochester Institute of Technology
Industry
Experience
MassMutual Rochester  June 2015 - Present
Minors Prospects Image Central   March 2015 - Present
QCI Asset Management   August 2014 - December 2014

Skills
Social Media, Social Networking, Facebook, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Public Relations, Inventory Management, Teamwork, Access, Leadership

Education
Rochester Institute of Technology   2012 — 2016

Jocette Rioux Jocette Rioux Rochester, New York Area Details
Jocette Rioux's QCI Asset Management Experience June 2013 - August 2013
Job QuickBooks Online Proadvisor and Staff Accountant at EFP Rotenberg, LLP
Industry Accounting
Experience
EFP Rotenberg, LLP  May 2015 - Present
EFP Rotenberg, LLP  January 2015 - April 2015
Von Maur  April 2014 - December 2014
Rochester Institute of Technology  December 2012 - December 2014
Once Upon A Child  October 2013 - April 2014
Once Upon A Child  February 2013 - October 2013
QCI Asset Management   June 2013 - August 2013
Once Upon A Child  August 2011 - February 2013
Target  November 2008 - August 2011

Skills
Time Management, Teamwork, Customer Service, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Inventory Management, Cashiering, Retail, Data Entry, Outlook, Access, Inventory Control, Leadership, Customer Satisfaction, Apparel, Personal Income Tax..., Tax Preparation, Corporate Tax, Partnership Tax Returns, QuickBooks, Tax, Accounting

Education
Rochester Institute of Technology   2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.55/4.0

Alexander Bernier Alexander Bernier Rochester, New York Area Details
Alexander Bernier's QCI Asset Management Experience March 2014 - Present
Job Equity Trader at QCI Asset Management
Industry Investment Management
Experience
QCI Asset Management   March 2014 - Present
Manning & Napier Advisors  April 2013 - February 2014
Commercial Marine Displays   April 2006 - December 2013
Paychex  January 2013 - April 2013
Sam’s Club #8178   April 2008 - December 2012

Skills
Management, Finance, Microsoft Excel, Customer Service, Microsoft Office, Sales, Project Planning, Mutual Funds, Financial Analysis, Investments, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Financial Modeling, Invoicing, PowerPoint, Retail, Market Research, Microsoft Word, Time Management, Teamwork, Inventory Management, Risk Management, Training

Education
Aquinas Institute of Rochester   2004 — 2008

BITTNER SCHOOL OF BUSINESS, AACSB accredited
Bachelor, Science; Finance; Corporate Finance

Saint John Fisher College   2009 — 2013
Bachelor of Business Administration (BBA), Corporate Finance

Monroe Community College
Associates, Business Administration

Diane Braselton Diane Braselton Rochester, New York Area Details
Diane Braselton's QCI Asset Management Experience 2002 - 2002
Job Manager, Marketing & Communications at Visiting Nurse Service of Rochester and Monroe County, Inc.
Industry Marketing and Advertising
Experience
Visiting Nurse Service of Rochester and Monroe County, Inc.   January 2014 - Present
Visiting Nurse Service of Rochester and Monroe County, Inc.   December 2012 - January 2014
St. Ann's Community   January 2009 - December 2012
Crawford Broadcasting Company  December 2002 - January 2009
QCI Asset Management   2002 - 2002

Skills
Graphic Design, Media Relations, Public Relations, Marketing Communications, Social Media, Event Planning, Non-profits, Advertising, Newsletters, Copywriting, Press Releases, Marketing, Editing, Facebook, Social Networking, Project Management, Marketing Plan Creation, Microsoft Office, Radio Broadcasting, Healthcare Industry, Creative Direction, Integrated Marketing, Nonprofits, Management, Internal Communications, Strategic Communications, Marketing Strategy, Market Research, Journalism, Crisis Communications, Strategic Planning, Event Management, Volunteer Management, Community Outreach, Corporate Communications, Customer Service, Copy Editing, Public Speaking, Brand Management, Creative Writing, Publicity, Fundraising, Leadership, Budgets, New Media, Blogging, Radio, Social Media Marketing, Strategy, Lead Generation

Education
Roberts Wesleyan College   2009 — 2011
Master of Science (M.S.), Strategic Marketing, 4.0

State University of New York at Buffalo   1997 — 2001
Bachelor of Arts (B.A.), Communication, 3.5

Ed Shill Ed Shill Rochester, New York Area Details
Ed Shill's QCI Asset Management Experience Board MemberAlternatives for Battered Women2007 - 2011
Job Chief Investment Officer at QCI Asset Management; Lead Portfolio Manager for QCI Balanced Mutual Fund (QCIBX)
Industry Investment Management
Experience
QCI Asset Management   Board MemberAlternatives for Battered Women2007 - 2011

Education
Binghamton University
M.A., Economics

Justin Rand, CPA Justin Rand, CPA East Rochester, New York Details
Justin Rand, CPA's QCI Asset Management Experience June 2008 - July 2008
Job Manager at DeJoy, Knauf & Blood, LLP
Industry Accounting
Experience
DeJoy, Knauf & Blood, LLP   August 2009 - Present
Genesee & Wyoming Inc.   September 2008 - December 2008
QCI Asset Management   June 2008 - July 2008
American Red Cross  June 2007 - August 2007

Skills
Corporate Tax, US GAAP, Tax Preparation, GAAP, CPA, Financial Analysis, Analytics, Financial Audits, Financial Statements, Financial Reporting, Tax, Tax Returns, Microsoft Office, Account Reconciliation, Management

Education
State University of New York College at Geneseo   2005 — 2009
Bachelor of Science (BS), Accounting

Julie Gulino Julie Gulino Rochester, New York Details
Julie Gulino's QCI Asset Management Experience June 2015 - Present
Job Business
Industry Investment Management
Experience
QCI Asset Management   June 2015 - Present
Badge of Honor Association   March 2015 - Present
Rochester Police Department  June 2007 - Present

Skills
Crime Prevention, Criminal Investigations, Criminal Justice, Emergency Management, Enforcement, Patrol, Police, Microsoft Office, Microsoft Word, Microsoft Excel, Public Safety, Law Enforcement, Customer Service, Leadership

Education
Keuka College   2012 — 2013
Master of Science (MS), Business Administration and Management, General

SUNY Brockport   2008 — 2011
Bachelor of Science (BS), Criminal Justice and Political Science

Monroe Community College   2005 — 2007
Associate's degree, Criminal Justice/Police Science

Maresa McCollum Maresa McCollum Cleveland/Akron, Ohio Area Details
Maresa McCollum's QCI Asset Management Experience January 2010 - July 2010
Job Recruiter at Quadax
Industry Human Resources
Experience
Quadax, Inc.   March 2014 - Present
SP Data  January 2012 - March 2014
Alliance Staffing Solutions  September 2010 - November 2011
QCI Asset Management   January 2010 - July 2010

Skills
Recruiting, Interviews, Contract Recruitment, Management, New Hire Orientations, Recruitment/Retention, Administrative Support, Interviewing, Expenses, Temporary Staffing, HR Policies, Employee Hiring, Hiring, Applicant Tracking...

Education
Rochester Institute of Technology   2005 — 2011
Bachelor's, Business Management

Troy Sant Troy Sant Greater Boston Area Details
Troy Sant's QCI Asset Management Experience August 2012 - December 2012
Job at Annuity Marketing Consultant
Industry Financial Services
Experience
Bill Bonk Insurance Inc- A Producers Choice Network Partner   August 2014 - Present
Fidelity Investments  August 2013 - August 2014
QCI Asset Management   August 2012 - December 2012
Pyramid Brokerage Company  February 2012 - August 2012
WebTitle Agency  April 2011 - August 2011
Great Lakes Events   2007 - 2011

Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Social Media, Leadership, Time Management, Investments, Sales, Portfolio Management, Research, Finance, Teamwork, Market Research

Education
Saint John Fisher College   2009 — 2013
Corporate Finance

Pittsford Mendon High School   2005 — 2009

Bryan Cascarano Bryan Cascarano Greater Atlanta Area Details
Bryan Cascarano's QCI Asset Management Experience June 1999 - October 2000
Job Managing Director/Partner at jobTopia
Industry Staffing and Recruiting
Experience
jobTopia LLC   October 2008 - Present
Mergis Group, Division of Spherion Corporation   September 2003 - September 2008
Parker & Lynch  April 2002 - September 2003
QCI Asset Management   June 1999 - October 2000

Skills
Recruiting, Accounting, Finance, Executive Search, Permanent Placement, Technical Recruiting, Contract Recruitment, Applicant Tracking..., Talent Acquisition, Benefits Negotiation, Sourcing, Temporary Staffing, Staffing Services, Internet Recruiting, Temporary Placement, Onboarding, Cold Calling, Screening Resumes, College Recruiting, Resume Writing, Staff Augmentation, Sarbanes-Oxley Act, Recruiters, Talent Management, International..., Recruitment Advertising, Employer Branding, Employee Relations, Candidate Generation, Financial Services, RPO, Account Management, Job Coaching, New Business Development, Financial Reporting, Retained Search, Human Resources, PeopleSoft, Professional Services, Screening, Interview Preparation, Business Analysis, Career Counseling, Succession Planning, Consulting, Employee Benefits, Business Development, Performance Management, Strategic Sourcing, Management Consulting

Education
State University of New York at New Paltz   1997 — 1999
BBA, International Business

McQuaid Jesuit

Faith Wester Faith Wester Rochester, New York Area Details
Faith Wester's QCI Asset Management Experience August 2010 - March 2012
Job Research Associate at Empire Valuation Consultants
Industry Financial Services
Experience
Empire Valuation Consultants  March 2012 - Present
QCI Asset Management   August 2010 - March 2012
EG Tax   January 2010 - May 2010
SUNY Fredonia Learning Center   August 2009 - May 2010
Keshequa Central School District   June 2009 - August 2009
Fashion Bug  February 2004 - July 2009

Skills
Microsoft Office, Sales Tax, Financial Analysis, PowerPoint, Financial Reporting, Accounting, Microsoft Excel, Corporate Finance, Financial Modeling, Access, Bloomberg, Analysis, Investments, Valuation, Equities, Portfolio Management

Education
William E. Simon School of Business   2014 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services

State University of New York College at Fredonia   2006 — 2010
Bachelor, Finance and Accounting

Caryn Papish Caryn Papish Rochester, New York Area Details
Caryn Papish's QCI Asset Management Experience April 2012 - November 2013
Job Help Desk at Nixon Peabody LLP
Industry Internet
Experience
Nixon Peabody LLP  November 2013 - Present
QCI Asset Management   April 2012 - November 2013
Frontier Communications  2011 - 2012
Unisys  2010 - 2011
Frontier Communications  2008 - 2008

Skills
Telecommunications, Call Centers, VoIP, Troubleshooting, IP, Wireless, Telephony, Managed Services, Ethernet, Vendor Management, Switches, Technical Support, TCP/IP, Customer Satisfaction, Computer Network..., Customer Service, Wireless Networking, Computer Hardware, Help Desk Support, VPN, Networking, Remote Desktop, Software Installation, Mobile Devices

Education
Rowan University   2004 — 2007
Bachelor's degree, Radio/TV/Film

Camden County College   2001 — 2004
Associate's degree, Liberal Arts: Social Sciences

Cherry Hill High School East   1996 — 2000
High school diploma

Christopher Hoffarth Christopher Hoffarth Rochester, New York Area Details
Christopher Hoffarth's QCI Asset Management Experience October 2013 - Present
Job Retirement Plan Specialist at QCI Asset Management
Industry Financial Services
Experience
QCI Asset Management   October 2013 - Present
Burke Group  September 2011 - July 2013
First Niagara Benefits Consulting  September 2008 - April 2011
Paychex  November 2007 - August 2008
Fidelity Investments  October 2006 - November 2007
Clark Consulting  October 1999 - October 2006
T. Rowe Price  1996 - 1997

Skills
Employee Benefits, Mutual Funds, Series 63, Retirement, Pensions, Management, Employee Training

Education
State University of New York College at Brockport   1992 — 1994
Bachelor of Arts (BA), Business Administration and Management, General

Greece Arcadia

Kelly Richards Woods Kelly Richards Woods Rochester, New York Area Details
Kelly Richards Woods's QCI Asset Management Experience September 1998 - August 2011
Job Technical Operations Coordinator
Industry Information Technology and Services
Experience
Brite Computers  August 2011 - Present
QCI Asset Management   September 1998 - August 2011

Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, Strategic Planning, Team Building, Salesforce.com, Outlook, Project Planning, Project Management, Management, Operations Management, Social Media Marketing, Budgets, PowerPoint, Team Leadership, Sales, Solution Selling

Education
Saint Bonaventure University   1981 — 1985
Elementary Education

Saint Bonaventure University   1981 — 1985
bachelors, Education