QCI Asset Management
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
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
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
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
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
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
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
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
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
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
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
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
QCI Asset Management Board MemberAlternatives for Battered Women2007 - 2011
Education
Binghamton University
M.A., Economics
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
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
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
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
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
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
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
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
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