Sage Rutty & Co., Inc
Description
Address: 100 Corporate Woods #300, Rochester, NY 14623 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (585) 232-3760: : : Website: : Category: : Place name: : Website: https://www.sagerutty.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 question See all questions (2) Popular times Saturdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Saturdays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed 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 FridaysPeople typically spend 45 min to 1.5 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sage Rutty Posting publicly on the Web Write a review Reviews 4 Google reviews
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Sage Rutty & Co., Inc Employees
Employee
Years
Job
Industry
Craig Gingerich Craig Gingerich's Sage Rutty & Co., Inc Experience August 2014 - Present
Job Retirement Plan Specialist at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc August 2014 - Present
Manning & Napier Advisors July 2013 - August 2014
Route 78 Pub May 2009 - July 2013
Empire Digital Signs, LLC February 2013 - May 2013
Business and Finance Club August 2012 - May 2013
First Investors Corporation May 2012 - August 2012
Lobel's of New York August 2011 - December 2011
Boy Scouts of America September 2001 - May 2007
Skills
Market Research, Microsoft Office, Marketing Research, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Windows, Sales, SPSS, Multi Tasking, Volleyball, Hockey, Windows 7, Digital Signage, Public Relations, Social Media Marketing, Marketing
Education
State University of New York College at Brockport 2009 — 2013
Bachelors' Degrees, Business Marketing, 3.59
Holland Central High School 2005 — 2009
Advanced Regents Diploma, General Studies
Sage Rutty & Co., Inc August 2014 - Present
Manning & Napier Advisors July 2013 - August 2014
Route 78 Pub May 2009 - July 2013
Empire Digital Signs, LLC February 2013 - May 2013
Business and Finance Club August 2012 - May 2013
First Investors Corporation May 2012 - August 2012
Lobel's of New York August 2011 - December 2011
Boy Scouts of America September 2001 - May 2007
Skills
Market Research, Microsoft Office, Marketing Research, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Windows, Sales, SPSS, Multi Tasking, Volleyball, Hockey, Windows 7, Digital Signage, Public Relations, Social Media Marketing, Marketing
Education
State University of New York College at Brockport 2009 — 2013
Bachelors' Degrees, Business Marketing, 3.59
Holland Central High School 2005 — 2009
Advanced Regents Diploma, General Studies
Rebecca Templeton Rebecca Templeton's Sage Rutty & Co., Inc Experience June 2013 - Present
Job Assistant Director / Teacher Assistant at Doodle Bugs! Children's Centers
Industry
Experience
Sage Rutty & Co., Inc June 2013 - Present
Care.com June 2008 - Present
Doodle Bugs! Children's Centers February 2014 - October 2014
SUNY Fredonia August 2012 - May 2013
Swede Special Effects June 2008 - January 2011
Sage Rutty & Co., Inc May 2008 - January 2011
Skills
Time Management, Spanish, Management, Telephone Skills, Filing, Psychology, Databases, Receptionist Duties, Digital Photography, Childcare, Internet Explorer, PowerPoint, Facebook, Microsoft Word, Public Speaking, Research, Child Development, Microsoft Office, Microsoft Excel, Social Networking
Education
Monroe Community College 2014 — 2017
State University of New York College at Fredonia 2009 — 2013
Bachelor of Science (B.S.), Communication Sciences and Disorders, General
University of the Sunshine Coast 2013 — 2013
Psychology
Sage Rutty & Co., Inc June 2013 - Present
Care.com June 2008 - Present
Doodle Bugs! Children's Centers February 2014 - October 2014
SUNY Fredonia August 2012 - May 2013
Swede Special Effects June 2008 - January 2011
Sage Rutty & Co., Inc May 2008 - January 2011
Skills
Time Management, Spanish, Management, Telephone Skills, Filing, Psychology, Databases, Receptionist Duties, Digital Photography, Childcare, Internet Explorer, PowerPoint, Facebook, Microsoft Word, Public Speaking, Research, Child Development, Microsoft Office, Microsoft Excel, Social Networking
Education
Monroe Community College 2014 — 2017
State University of New York College at Fredonia 2009 — 2013
Bachelor of Science (B.S.), Communication Sciences and Disorders, General
University of the Sunshine Coast 2013 — 2013
Psychology
Christina Maurer Christina Maurer's Sage Rutty & Co., Inc Experience March 2009 - May 2009
Job Cost Analyst at Robert Bosch LLC
Industry Automotive
Experience
Robert Bosch LLC July 2014 - Present
Robert Bosch LLC March 2014 - July 2014
Harris Corporation July 2010 - March 2014
Bill Wahl's Micro-Creamery March 2006 - October 2009
Sage Rutty & Co., Inc March 2009 - May 2009
Skills
Microsoft Excel, Financial Modeling, Data Analysis, Clarity, PeopleSoft, Cost Accounting, Access, Public Speaking, Cyberquery, QAD, Forecasting, Capital Budgeting, Budgets, Corporate Financial..., Financial Analysis, Financial Reporting
Education
Rochester Institute of Technology 2007 — 2010
Bachelor of Science, Finance
Pittsford Sutherland High School
Robert Bosch LLC July 2014 - Present
Robert Bosch LLC March 2014 - July 2014
Harris Corporation July 2010 - March 2014
Bill Wahl's Micro-Creamery March 2006 - October 2009
Sage Rutty & Co., Inc March 2009 - May 2009
Skills
Microsoft Excel, Financial Modeling, Data Analysis, Clarity, PeopleSoft, Cost Accounting, Access, Public Speaking, Cyberquery, QAD, Forecasting, Capital Budgeting, Budgets, Corporate Financial..., Financial Analysis, Financial Reporting
Education
Rochester Institute of Technology 2007 — 2010
Bachelor of Science, Finance
Pittsford Sutherland High School
David DeWind David DeWind's Sage Rutty & Co., Inc Experience January 2012 - Present
Job Financial Advisor at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc January 2012 - Present
Brighton Securities August 1990 - January 2012
Skills
Retirement Planning, Investments, Creating tax-free income, Strategic Financial..., Series 7, Retirement, Investment Advisory, Series 63, Securities, Financial Planning, Portfolio Management, Financial Advisory, 401k, Asset Allocation, Finance, Mutual Funds, Estate Planning, Wealth Management
Education
Elmira College
State University of New York College at Fredonia
Bachelor of Science (BS), Business Administration and Management, General
Sage Rutty & Co., Inc January 2012 - Present
Brighton Securities August 1990 - January 2012
Skills
Retirement Planning, Investments, Creating tax-free income, Strategic Financial..., Series 7, Retirement, Investment Advisory, Series 63, Securities, Financial Planning, Portfolio Management, Financial Advisory, 401k, Asset Allocation, Finance, Mutual Funds, Estate Planning, Wealth Management
Education
Elmira College
State University of New York College at Fredonia
Bachelor of Science (BS), Business Administration and Management, General
Erik Bolzner Erik Bolzner's Sage Rutty & Co., Inc Experience June 2012 - November 2014
Job Institutional Rep. at Folio Investing
Industry Financial Services
Experience
Folio Investing December 2014 - Present
Sage Rutty & Co., Inc June 2012 - November 2014
Sage Rutty & Co., Inc November 2008 - July 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Securities, PowerPoint, Retirement, CRM, Uniform Combined State..., Mutual Funds, Series 7, Outlook, SmartStation, Technology, Series 66, Life Insurance, Variable Annuities, Health Insurance
Education
Nazareth College of Rochester 2010 — 2012
Bachelor's Degree, Finance, Economics
Monroe Community College 2008 — 2010
Associates Degree, Business Admin.
Folio Investing December 2014 - Present
Sage Rutty & Co., Inc June 2012 - November 2014
Sage Rutty & Co., Inc November 2008 - July 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Securities, PowerPoint, Retirement, CRM, Uniform Combined State..., Mutual Funds, Series 7, Outlook, SmartStation, Technology, Series 66, Life Insurance, Variable Annuities, Health Insurance
Education
Nazareth College of Rochester 2010 — 2012
Bachelor's Degree, Finance, Economics
Monroe Community College 2008 — 2010
Associates Degree, Business Admin.
Cheryl Lawless Cheryl Lawless's Sage Rutty & Co., Inc Experience 2009 - August 2011
Job Advisor at OakWood Financial Services
Industry Financial Services
Experience
OakWood Financial Services May 2012 - Present
College Assistance Plus 2009 - Present
Ameriprise Financial Services, Inc. August 2011 - February 2012
Sage Rutty & Co., Inc 2009 - August 2011
Canvas Ma'am, Ltd January 2002 - June 2009
Education
Cornell University
BS
OakWood Financial Services May 2012 - Present
College Assistance Plus 2009 - Present
Ameriprise Financial Services, Inc. August 2011 - February 2012
Sage Rutty & Co., Inc 2009 - August 2011
Canvas Ma'am, Ltd January 2002 - June 2009
Education
Cornell University
BS
Omar Radney's Sage Rutty & Co., Inc Experience June 2010 - May 2012
Job Certified Investment Professional
Industry Financial Services
Experience
Vanguard December 2013 - Present
Vanguard June 2013 - December 2013
KeyBank January 2013 - June 2013
KeyBank October 2012 - January 2013
KeyBank June 2012 - October 2012
Sage Rutty & Co., Inc June 2010 - May 2012
SUNY Oswego January 2008 - May 2012
Kumba Consultants 2009-2011 June 2009 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Research, Microsoft Excel, Time Management, Teamwork, Microsoft Word, Leadership, Management, Finance, Team Leadership, Customer Service, Public Speaking, Series 7, Series 63, Banking, Facebook, Access, CRM
Education
SUNY Oswego 2008 — 2012
Bachelor's Degree of Science, Finance
Vanguard December 2013 - Present
Vanguard June 2013 - December 2013
KeyBank January 2013 - June 2013
KeyBank October 2012 - January 2013
KeyBank June 2012 - October 2012
Sage Rutty & Co., Inc June 2010 - May 2012
SUNY Oswego January 2008 - May 2012
Kumba Consultants 2009-2011 June 2009 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Research, Microsoft Excel, Time Management, Teamwork, Microsoft Word, Leadership, Management, Finance, Team Leadership, Customer Service, Public Speaking, Series 7, Series 63, Banking, Facebook, Access, CRM
Education
SUNY Oswego 2008 — 2012
Bachelor's Degree of Science, Finance
Sara Hafner Sara Hafner's Sage Rutty & Co., Inc Experience 2011 - Present
Job Operations Manager at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc 2011 - Present
Morgan Stanley Smith Barney December 2003 - December 2011
Skills
Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Customer Service, Insurance, Banking, Health Insurance, Analysis, Budgets, Small Business, Financial Planning, CRM, Management, Salesforce.com, Process Improvement, Cash Management, Life Insurance, Sales Management, Microsoft Excel, Sales, Financial Risk, Coaching
Education
St. John Fisher College 1998 — 2002
Bachelor of Science, Business Management
Spencerport High School
High School
Sage Rutty & Co., Inc 2011 - Present
Morgan Stanley Smith Barney December 2003 - December 2011
Skills
Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Customer Service, Insurance, Banking, Health Insurance, Analysis, Budgets, Small Business, Financial Planning, CRM, Management, Salesforce.com, Process Improvement, Cash Management, Life Insurance, Sales Management, Microsoft Excel, Sales, Financial Risk, Coaching
Education
St. John Fisher College 1998 — 2002
Bachelor of Science, Business Management
Spencerport High School
High School
Bill Canning Bill Canning's Sage Rutty & Co., Inc Experience June 2013 - June 2013
Job Financial Rehabilitation Auditor at ConServe
Industry Financial Services
Experience
SUNY Potsdam October 2014 - December 2014
National Park Service July 2014 - October 2014
SUNY Potsdam May 2013 - May 2014
Town of Victor July 2006 - August 2013
Sage Rutty & Co., Inc June 2013 - June 2013
Skills
Economics, Leadership, Group Leadership, Staff Development, Microsoft Office, Team Building, Teamwork, Public Speaking
Education
SUNY Potsdam
Bachelor of Arts (B.A.), Business/Managerial Economics
Luleå tekniska universitet
Study Abroad at Luleå University of Technology in Luleå, Sweden, International Marketing
SUNY Potsdam October 2014 - December 2014
National Park Service July 2014 - October 2014
SUNY Potsdam May 2013 - May 2014
Town of Victor July 2006 - August 2013
Sage Rutty & Co., Inc June 2013 - June 2013
Skills
Economics, Leadership, Group Leadership, Staff Development, Microsoft Office, Team Building, Teamwork, Public Speaking
Education
SUNY Potsdam
Bachelor of Arts (B.A.), Business/Managerial Economics
Luleå tekniska universitet
Study Abroad at Luleå University of Technology in Luleå, Sweden, International Marketing
Zach Armstrong's Sage Rutty & Co., Inc Experience March 2014 - Present
Job Registered Financial Services Associate at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc March 2014 - Present
Manning & Napier Advisors June 2013 - March 2014
Rochester Wealth Management Group LLC May 2012 - June 2013
Bomar Armstrong builders June 2005 - May 2012
Radisson Hotel May 2011 - August 2011
Oneida County Public Defenders Office June 2010 - August 2010
Packy’s Pub June 2005 - January 2010
Skills
Financial Analysis, Strategic Financial..., Life Insurance, Financial Advisory, Stock Market, Retirement Planning, Securities, Fixed Annuities, Series 7, Series 66, Asset Allocation, Investment Strategies
Education
University of Rochester 2008 — 2012
Bachelor of Science (B.S.), Political Science and Government
IES Rome 2011 — 2011
CSCA
CSCA
New Hartford High School
New Hartford High School
New Hartford High School
Sage Rutty & Co., Inc March 2014 - Present
Manning & Napier Advisors June 2013 - March 2014
Rochester Wealth Management Group LLC May 2012 - June 2013
Bomar Armstrong builders June 2005 - May 2012
Radisson Hotel May 2011 - August 2011
Oneida County Public Defenders Office June 2010 - August 2010
Packy’s Pub June 2005 - January 2010
Skills
Financial Analysis, Strategic Financial..., Life Insurance, Financial Advisory, Stock Market, Retirement Planning, Securities, Fixed Annuities, Series 7, Series 66, Asset Allocation, Investment Strategies
Education
University of Rochester 2008 — 2012
Bachelor of Science (B.S.), Political Science and Government
IES Rome 2011 — 2011
CSCA
CSCA
New Hartford High School
New Hartford High School
New Hartford High School
Trevor Holly Trevor Holly's Sage Rutty & Co., Inc Experience June 2013 - Present
Job Director of Education Services at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc June 2013 - Present
Skills
College Funding..., FAFSA, College Applications, tuition negotiation, Educational Consulting, Student Financial Aid, Leadership, Public Speaking, Management, Strategic Planning
Education
University at Buffalo 2002 — 2006
Bachelor's degree, Philosophy
Honeoye Falls-Lima
Sage Rutty & Co., Inc June 2013 - Present
Skills
College Funding..., FAFSA, College Applications, tuition negotiation, Educational Consulting, Student Financial Aid, Leadership, Public Speaking, Management, Strategic Planning
Education
University at Buffalo 2002 — 2006
Bachelor's degree, Philosophy
Honeoye Falls-Lima
Melissa Briggs Melissa Briggs's Sage Rutty & Co., Inc Experience May 2013 - Present
Job Human Resources Coordinator at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc May 2013 - Present
Sage Rutty & Co., Inc January 2010 - May 2013
ChildTime Learning Centers August 1999 - January 2010
Skills
Series 7, Investment Advisory, Securities, Financial Advisory, Retirement Planning, Mutual Funds, Onboarding, Human Resources, Benefits Administration, Portfolio Management, Customer Service, Microsoft Excel
Education
Binghamton University
Bachelor of Arts (B.A.), Italian Language and Literature
Sage Rutty & Co., Inc May 2013 - Present
Sage Rutty & Co., Inc January 2010 - May 2013
ChildTime Learning Centers August 1999 - January 2010
Skills
Series 7, Investment Advisory, Securities, Financial Advisory, Retirement Planning, Mutual Funds, Onboarding, Human Resources, Benefits Administration, Portfolio Management, Customer Service, Microsoft Excel
Education
Binghamton University
Bachelor of Arts (B.A.), Italian Language and Literature
Connor Holly's Sage Rutty & Co., Inc Experience January 2014 - Present
Job Financial Planner & Municipal Bond Underwriter
Industry Financial Services
Experience
Sage Rutty & Co., Inc January 2014 - Present
Big Brothers Big Sisters of Greater Rochester August 2013 - Present
Sage Rutty & Co. January 2012 - Present
Sage Rutty & Co., Inc February 2011 - Present
Skills
Series 7, Retirement Planning, Health Insurance, Financial Goals, Strategic Financial..., Series 63, Municipal Bond..., Retirement, 401k, Investments, FINRA, Investment Advisory, Mutual Funds, Estate Planning, Finance
Education
SUNY Fredonia 2006 — 2010
Business, Finance
Sage Rutty & Co., Inc January 2014 - Present
Big Brothers Big Sisters of Greater Rochester August 2013 - Present
Sage Rutty & Co. January 2012 - Present
Sage Rutty & Co., Inc February 2011 - Present
Skills
Series 7, Retirement Planning, Health Insurance, Financial Goals, Strategic Financial..., Series 63, Municipal Bond..., Retirement, 401k, Investments, FINRA, Investment Advisory, Mutual Funds, Estate Planning, Finance
Education
SUNY Fredonia 2006 — 2010
Business, Finance
Emily J. Casey Emily J. Casey's Sage Rutty & Co., Inc Experience September 2007 - August 2013
Job Benefit and Planning Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2013 - Present
Sage Rutty & Co., Inc September 2007 - August 2013
MetLife May 2007 - August 2007
Skills
Certified Financial..., Accredited Investment..., Rochester's FortyUnder40, Series 7, Series 63, Series 65, NYS Life Accident &..., Microsoft Word, Retirement Planning, Microsoft Excel, Retirement, 401k, Access, CRM, Finance, FINRA, Health Insurance, Investments, Insurance, Strategic Financial..., Financial Advisory, Portfolio Management, Asset Allocation, Employee Benefits, Public Speaking, Mutual Funds, Financial Services
Education
State University of New York College at Geneseo 2004 — 2007
B.S. Business Administration, Business Administration and Management, General
Principal Financial Group September 2013 - Present
Sage Rutty & Co., Inc September 2007 - August 2013
MetLife May 2007 - August 2007
Skills
Certified Financial..., Accredited Investment..., Rochester's FortyUnder40, Series 7, Series 63, Series 65, NYS Life Accident &..., Microsoft Word, Retirement Planning, Microsoft Excel, Retirement, 401k, Access, CRM, Finance, FINRA, Health Insurance, Investments, Insurance, Strategic Financial..., Financial Advisory, Portfolio Management, Asset Allocation, Employee Benefits, Public Speaking, Mutual Funds, Financial Services
Education
State University of New York College at Geneseo 2004 — 2007
B.S. Business Administration, Business Administration and Management, General
Lucia Siena Lucia Siena's Sage Rutty & Co., Inc Experience September 2010 - Present
Job FSA at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc September 2010 - Present
Waddell & Reed June 2005 - September 2010
Skills
Series 7, Retirement Planning, Financial Advisory, Investment Advisory, Securities, Strategic Financial..., Finance, Retirement, Estate Planning, Series 63, Investments, 401k, Portfolio Management, Mutual Funds, Financial Planning, Life Insurance
Education
Rochester Institute of Technology 1987 — 2002
BS, Finance
Rochester Institute of Technology 1986 — 2002
BS, Finance
Rochester Institute of Technology 1986 — 2002
BS, Finance
Monroe Community College
Associates, Business Administration
Sage Rutty & Co., Inc September 2010 - Present
Waddell & Reed June 2005 - September 2010
Skills
Series 7, Retirement Planning, Financial Advisory, Investment Advisory, Securities, Strategic Financial..., Finance, Retirement, Estate Planning, Series 63, Investments, 401k, Portfolio Management, Mutual Funds, Financial Planning, Life Insurance
Education
Rochester Institute of Technology 1987 — 2002
BS, Finance
Rochester Institute of Technology 1986 — 2002
BS, Finance
Rochester Institute of Technology 1986 — 2002
BS, Finance
Monroe Community College
Associates, Business Administration
Jill Knittel Jill Knittel's Sage Rutty & Co., Inc Experience January 2015 - Present
Job Financial Advisor, Parker/Burke Team at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc January 2015 - Present
ER Select March 2011 - January 2015
Employee Relations Associates February 2009 - January 2015
Worldleaders July 2007 - February 2009
Advantage Professionals September 1997 - July 2007
Coopers & Lybrand September 1994 - September 1997
Skills
Recruiting, Human Resources, Sourcing, Leadership, Employee Relations, Talent Acquisition, Management, Interviews, Executive Search, Sales, Strategic Planning, Leadership Development, Marketing, Consulting, Strategy, Hiring, Staffing Services, Employee Training, Team Building, Account Management, Supply Chain, Screening, Career Development, Process Improvement, Contract Negotiation, Executive Management, Customer Service, Business Development, Budgets, Vendor Management, New Business Development, Coaching, HR Consulting, Staff Development, Time Management, Applicant Tracking..., Forecasting, Technical Recruiting, Accounting, Networking, Career Transitions, Employee Benefits, Building Relationships, Series 7, 401k, 401k Rollovers, Personal Financial..., Relationship Building, Talent Management, Finance
Education
Saint John Fisher College 2001 — 2003
MBA
Saint John Fisher College 1990 — 1994
BS, Accounting
Hughesville High School 1986 — 1990
Sage Rutty & Co., Inc January 2015 - Present
ER Select March 2011 - January 2015
Employee Relations Associates February 2009 - January 2015
Worldleaders July 2007 - February 2009
Advantage Professionals September 1997 - July 2007
Coopers & Lybrand September 1994 - September 1997
Skills
Recruiting, Human Resources, Sourcing, Leadership, Employee Relations, Talent Acquisition, Management, Interviews, Executive Search, Sales, Strategic Planning, Leadership Development, Marketing, Consulting, Strategy, Hiring, Staffing Services, Employee Training, Team Building, Account Management, Supply Chain, Screening, Career Development, Process Improvement, Contract Negotiation, Executive Management, Customer Service, Business Development, Budgets, Vendor Management, New Business Development, Coaching, HR Consulting, Staff Development, Time Management, Applicant Tracking..., Forecasting, Technical Recruiting, Accounting, Networking, Career Transitions, Employee Benefits, Building Relationships, Series 7, 401k, 401k Rollovers, Personal Financial..., Relationship Building, Talent Management, Finance
Education
Saint John Fisher College 2001 — 2003
MBA
Saint John Fisher College 1990 — 1994
BS, Accounting
Hughesville High School 1986 — 1990
Kyle Zaffuto's Sage Rutty & Co., Inc Experience August 2015 - Present
Job Finance Major & Marketing Major, St. John Fisher College
Industry Investment Management
Experience
Sage Rutty & Co., Inc August 2015 - Present
Deerfield Country Club August 2014 - Present
Adams Real Estate Advisors May 2015 - August 2015
Mahans Discount Liquor & Wine June 2010 - January 2015
Brockport Central School District June 2011 - August 2014
Skills
Business Strategy, Small Business, Management, Team Leadership, Team Management, Microsoft Office, Organizational..., Communication, Public Speaking, Microsoft Excel, Leadership, Teamwork, Coaching, Facebook, Time Management, Training
Education
St. John Fisher College 2012 — 2016
Bachelor's degree, Corporate Finance
State University of New York College at Brockport 2011 — 2012
Bachelor's degree, Corporate Finance
Brockport High School 2008 — 2012
Advanced Diploma with Honors
Sage Rutty & Co., Inc August 2015 - Present
Deerfield Country Club August 2014 - Present
Adams Real Estate Advisors May 2015 - August 2015
Mahans Discount Liquor & Wine June 2010 - January 2015
Brockport Central School District June 2011 - August 2014
Skills
Business Strategy, Small Business, Management, Team Leadership, Team Management, Microsoft Office, Organizational..., Communication, Public Speaking, Microsoft Excel, Leadership, Teamwork, Coaching, Facebook, Time Management, Training
Education
St. John Fisher College 2012 — 2016
Bachelor's degree, Corporate Finance
State University of New York College at Brockport 2011 — 2012
Bachelor's degree, Corporate Finance
Brockport High School 2008 — 2012
Advanced Diploma with Honors
Kim Nugent, CFP(R) Kim Nugent, CFP(R)'s Sage Rutty & Co., Inc Experience August 2010 - Present
Job First Vice PresidentWealth Management at Sage Rutty & Co., Inc, Shareholder
Industry Financial Services
Experience
Sage Rutty & Co., Inc August 2010 - Present
Smith Barney/MorganStanley January 2004 - July 2010
Skills
Series 7, Retirement Planning, Strategic Financial..., Investment Advisory, Series 63, Securities, 401k, Financial Advisory, Long-term Care, Financial Analysis, Insurance, Mutual Funds, Retirement, Wealth Management..., 401k Rollovers, Options, Long Term Care Insurance, Certified Financial..., ETFs, Wealth Management, Investment Strategies, Portfolio Management, Series 65, IRAs, Life Insurance, Equities, Roth IRA, College Savings Plans, 529 Plans, Wealth Accumulation, Estate Planning, Investments, Uniform Combined State..., Asset Allocation, Alternative Investments, Investment Management, Separately Managed..., Financial Goals, Asset Management, Financial Planning
Education
The American College 2013 — 2016
Master of Science in Financial Services, Financial Planning and Services
The CFP Board of Financial Planning 2008 — 2008
Certified Financial Planner (R), Financial Planning and Services
Kaplan University 2006 — 2008
Financial Planning Certificate, Financial Planning and Services
Nottingham High School
SUNY Geneseo
Bachelor of Science (B.S.), Molecular Biology
Sage Rutty & Co., Inc August 2010 - Present
Smith Barney/MorganStanley January 2004 - July 2010
Skills
Series 7, Retirement Planning, Strategic Financial..., Investment Advisory, Series 63, Securities, 401k, Financial Advisory, Long-term Care, Financial Analysis, Insurance, Mutual Funds, Retirement, Wealth Management..., 401k Rollovers, Options, Long Term Care Insurance, Certified Financial..., ETFs, Wealth Management, Investment Strategies, Portfolio Management, Series 65, IRAs, Life Insurance, Equities, Roth IRA, College Savings Plans, 529 Plans, Wealth Accumulation, Estate Planning, Investments, Uniform Combined State..., Asset Allocation, Alternative Investments, Investment Management, Separately Managed..., Financial Goals, Asset Management, Financial Planning
Education
The American College 2013 — 2016
Master of Science in Financial Services, Financial Planning and Services
The CFP Board of Financial Planning 2008 — 2008
Certified Financial Planner (R), Financial Planning and Services
Kaplan University 2006 — 2008
Financial Planning Certificate, Financial Planning and Services
Nottingham High School
SUNY Geneseo
Bachelor of Science (B.S.), Molecular Biology
Lucas Reisdorf Lucas Reisdorf's Sage Rutty & Co., Inc Experience January 2014 - Present
Job Investment Operations Specialist at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC August 2015 - Present
Sage Rutty & Co., Inc January 2014 - Present
SUNY Brockport January 2013 - May 2015
Skills
Customer Service, Microsoft Excel, Finance, Troubleshooting, Technical Support
Education
SUNY Brockport 2011 — 2015
Bachelor of Science (B.S.), Mathematics, 3.59/4.00
Holland High School 2007 — 2011
Aperio Group, LLC August 2015 - Present
Sage Rutty & Co., Inc January 2014 - Present
SUNY Brockport January 2013 - May 2015
Skills
Customer Service, Microsoft Excel, Finance, Troubleshooting, Technical Support
Education
SUNY Brockport 2011 — 2015
Bachelor of Science (B.S.), Mathematics, 3.59/4.00
Holland High School 2007 — 2011
Carrie Hale Carrie Hale's Sage Rutty & Co., Inc Experience July 2013 - Present
Job Retirement Plans Associate at Sage Rutty & Co., Inc
Industry Management Consulting
Experience
Sage Rutty & Co., Inc July 2013 - Present
Williamsville Pharmacy Services May 2005 - September 2014
Target November 2007 - January 2008
Eastman Kodak September 2000 - August 2001
Education
SUNY Fredonia 2001 — 2005
BS, Communications
Fairport High School 1998 — 2001
Sage Rutty & Co., Inc July 2013 - Present
Williamsville Pharmacy Services May 2005 - September 2014
Target November 2007 - January 2008
Eastman Kodak September 2000 - August 2001
Education
SUNY Fredonia 2001 — 2005
BS, Communications
Fairport High School 1998 — 2001
Catherine Carnegie's Sage Rutty & Co., Inc Experience April 2013 - Present
Job Registered Financial Services Associate at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc April 2013 - Present
Brighton Securities January 2006 - March 2013
Cannon Industries August 2005 - January 2006
Swiss American Securities January 1999 - December 2004
Skills
CRM, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Tax, Mutual Funds, Invoicing, Insurance, QuickBooks, Accounting, Teamwork, Credit
Education
Monroe College-New Rochelle 2002 — 2004
Cum Laude Associate of Science (A.S.), Business Administration and Management, General, 3.70
Sage Rutty & Co., Inc April 2013 - Present
Brighton Securities January 2006 - March 2013
Cannon Industries August 2005 - January 2006
Swiss American Securities January 1999 - December 2004
Skills
CRM, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Accounts Payable, Tax, Mutual Funds, Invoicing, Insurance, QuickBooks, Accounting, Teamwork, Credit
Education
Monroe College-New Rochelle 2002 — 2004
Cum Laude Associate of Science (A.S.), Business Administration and Management, General, 3.70
Christine Palmiere RICP® Christine Palmiere RICP®'s Sage Rutty & Co., Inc Experience February 2011 - Present
Job Sage Rutty & Co., Inc Vice President, Financial Advisor
Industry Financial Services
Experience
Sage Rutty & Co., Inc February 2011 - Present
Morgan Stanley Wealth Management March 1996 - February 2011
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Investments, Estate Planning, Life Insurance, Long Term Care Insurance, Licensed in NY, CA, CO,..., Series 7, 31, 63, 65, Series 7
Education
Rochester Institute of Technology
Business Degree with an emphasis in Accounting
Sage Rutty & Co., Inc February 2011 - Present
Morgan Stanley Wealth Management March 1996 - February 2011
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Investments, Estate Planning, Life Insurance, Long Term Care Insurance, Licensed in NY, CA, CO,..., Series 7, 31, 63, 65, Series 7
Education
Rochester Institute of Technology
Business Degree with an emphasis in Accounting
Gaven Ehrlich Gaven Ehrlich's Sage Rutty & Co., Inc Experience May 2010 - August 2011
Job Graduate Student Researcher in Social Psychology at Syracuse University
Industry Research
Experience
Syracuse University June 2015 - Present
Syracuse University June 2014 - Present
Maxwell School, Syracuse University August 2013 - Present
Syracuse University August 2011 - Present
Syracuse University August 2012 - May 2013
Sage Rutty & Co., Inc May 2010 - August 2011
McQuaid Jesuit High School September 2010 - June 2011
University of Rochester September 2010 - April 2011
Skills
Research, SPSS, Teaching, Microsoft Office, Statistics, Qualitative Research, PowerPoint, Higher Education, Data Analysis
Education
Syracuse University 2011 — 2017
Doctor of Philosophy (PhD), Social Psychology
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Psychology
University of Oxford 2008 — 2009
Junior Year Abroad, Psychology
Syracuse University June 2015 - Present
Syracuse University June 2014 - Present
Maxwell School, Syracuse University August 2013 - Present
Syracuse University August 2011 - Present
Syracuse University August 2012 - May 2013
Sage Rutty & Co., Inc May 2010 - August 2011
McQuaid Jesuit High School September 2010 - June 2011
University of Rochester September 2010 - April 2011
Skills
Research, SPSS, Teaching, Microsoft Office, Statistics, Qualitative Research, PowerPoint, Higher Education, Data Analysis
Education
Syracuse University 2011 — 2017
Doctor of Philosophy (PhD), Social Psychology
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Psychology
University of Oxford 2008 — 2009
Junior Year Abroad, Psychology
Winsome P. Carter Winsome P. Carter's Sage Rutty & Co., Inc Experience 2008 - Present
Job Vice President, Financial Advisor at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc 2008 - Present
Morgan Stanley Wealth Management 2001 - 2008
Merrill Lynch 1995 - 2001
Education
St. John Fisher College
Master of Business Administration (MBA), Business Administration and Management, General
Chase Management Training Program
Commercial Banking Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Economics
Sage Rutty & Co., Inc 2008 - Present
Morgan Stanley Wealth Management 2001 - 2008
Merrill Lynch 1995 - 2001
Education
St. John Fisher College
Master of Business Administration (MBA), Business Administration and Management, General
Chase Management Training Program
Commercial Banking Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Economics
Erika Schwartz's Sage Rutty & Co., Inc Experience May 2015 - Present
Job Summer Intern at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc May 2015 - Present
Smart Woman Securities September 2014 - Present
Lord & Taylor June 2014 - Present
Fordham University May 2014 - Present
YMCA February 2013 - Present
MODE Magazine January 2015 - Present
Beta Alpha Psi January 2015 - Present
Boyle Society January 2015 - Present
Merrill Lynch February 2015 - May 2015
AXA Advisors September 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Editing, Leadership, Time Management
Education
Fordham University 2013 — 2017
Bachelor's Degree, Public Accountancy & Economics, Sophomore
Fairport High School 2009 — 2013
Sage Rutty & Co., Inc May 2015 - Present
Smart Woman Securities September 2014 - Present
Lord & Taylor June 2014 - Present
Fordham University May 2014 - Present
YMCA February 2013 - Present
MODE Magazine January 2015 - Present
Beta Alpha Psi January 2015 - Present
Boyle Society January 2015 - Present
Merrill Lynch February 2015 - May 2015
AXA Advisors September 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Editing, Leadership, Time Management
Education
Fordham University 2013 — 2017
Bachelor's Degree, Public Accountancy & Economics, Sophomore
Fairport High School 2009 — 2013
Rob Lohwater's Sage Rutty & Co., Inc Experience March 2014 - Present
Job Chief Compliance Officer at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc March 2014 - Present
Brighton Securities Corp. June 2006 - February 2014
Winslow, Evans & Crocker, Inc. November 2003 - June 2006
GoldK Investment Services, Inc. July 2000 - November 2003
Skills
Financial Services, Due Diligence, Financial Reporting, Securities, Wealth Management, Fixed Income, Alternative Investments, Executive Management, Leadership, Investment Advisory, Capital Markets, Business Strategy, Analysis, Insurance, Finance, 401k, Anti Money Laundering, Credit, Strategy, Management
Education
St. John Fisher College 1979 — 1983
Bachelor of Arts, Economics
Sage Rutty & Co., Inc March 2014 - Present
Brighton Securities Corp. June 2006 - February 2014
Winslow, Evans & Crocker, Inc. November 2003 - June 2006
GoldK Investment Services, Inc. July 2000 - November 2003
Skills
Financial Services, Due Diligence, Financial Reporting, Securities, Wealth Management, Fixed Income, Alternative Investments, Executive Management, Leadership, Investment Advisory, Capital Markets, Business Strategy, Analysis, Insurance, Finance, 401k, Anti Money Laundering, Credit, Strategy, Management
Education
St. John Fisher College 1979 — 1983
Bachelor of Arts, Economics
Martin S. Lieber's Sage Rutty & Co., Inc Experience October 2008 - October 2011
Job Chief Investment Officer at Strategic Wealth Partners, Inc.
Industry Financial Services
Experience
Strategic Wealth Partners, Inc. October 2011 - Present
Sage Rutty & Co., Inc October 2008 - October 2011
Smith Barney, Citigroup Capital Markets 2001 - 2009
Merrill Lynch 1995 - 2001
Skills
Strategic Portfolio..., Technical & Fundamental..., Global Tactical Asset..., Concentrated Stock..., Fixed Income Analysis, Equity Income Planning, Hedging & Option..., Defensive Portfolio..., Analysis, Management, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Asset Management, Portfolio Management
Education
Syracuse University
B.A. with honors in Philosophy
Strategic Wealth Partners, Inc. October 2011 - Present
Sage Rutty & Co., Inc October 2008 - October 2011
Smith Barney, Citigroup Capital Markets 2001 - 2009
Merrill Lynch 1995 - 2001
Skills
Strategic Portfolio..., Technical & Fundamental..., Global Tactical Asset..., Concentrated Stock..., Fixed Income Analysis, Equity Income Planning, Hedging & Option..., Defensive Portfolio..., Analysis, Management, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Asset Management, Portfolio Management
Education
Syracuse University
B.A. with honors in Philosophy
Jennifer M. Fox's Sage Rutty & Co., Inc Experience May 2013 - Present
Job Operations Associate at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc May 2013 - Present
Sage Rutty & Co., Inc May 2011 - May 2013
Brighton Securities Corp November 2005 - November 2010
Brighton Securities Corp July 2000 - November 2005
Precision Dental Ceramics, Inc October 1994 - July 2000
Skills
Training, Banking, Financial Services, Accounting, QuickBooks, Employee Training, Mutual Funds, Series 63, Securities, Series 7, Operations
Education
State University of New York College at Geneseo 1990 — 1994
State University of New York at
B.A, Studio Art
Sage Rutty & Co., Inc May 2013 - Present
Sage Rutty & Co., Inc May 2011 - May 2013
Brighton Securities Corp November 2005 - November 2010
Brighton Securities Corp July 2000 - November 2005
Precision Dental Ceramics, Inc October 1994 - July 2000
Skills
Training, Banking, Financial Services, Accounting, QuickBooks, Employee Training, Mutual Funds, Series 63, Securities, Series 7, Operations
Education
State University of New York College at Geneseo 1990 — 1994
State University of New York at
B.A, Studio Art
Matthew Scherer's Sage Rutty & Co., Inc Experience December 2011 - May 2013
Job MHS Account Manager at McKesson
Industry Insurance
Experience
McKesson July 2015 - Present
Paychex June 2013 - July 2015
Sage Rutty & Co., Inc December 2011 - May 2013
Skills
Retirement Planning, Microsoft Excel, Employee Benefits, Insurance, Health Insurance, Sales, Strategic Planning, Leadership, Coaching, Team Building, Account Management
Education
Mercyhurst College 2007 — 2011
Business, Management
McKesson July 2015 - Present
Paychex June 2013 - July 2015
Sage Rutty & Co., Inc December 2011 - May 2013
Skills
Retirement Planning, Microsoft Excel, Employee Benefits, Insurance, Health Insurance, Sales, Strategic Planning, Leadership, Coaching, Team Building, Account Management
Education
Mercyhurst College 2007 — 2011
Business, Management
Kimberly Morley's Sage Rutty & Co., Inc Experience January 2004 - January 2010
Job experienced medical secretary
Industry Medical Practice
Experience
University of Rochester Medical Center March 2012 - October 2012
Ocusight 2010 - 2011
Sage Rutty & Co., Inc January 2004 - January 2010
Skills
Micosoft Word, company specific..., Switchboard Operator, PowerPoint
Education
Rochester Educatinal Opp. Center 2001 — 2002
Certificarte in Office Skills
Monroe Community College 1985 — 1988
Several Credits
University of Rochester Medical Center March 2012 - October 2012
Ocusight 2010 - 2011
Sage Rutty & Co., Inc January 2004 - January 2010
Skills
Micosoft Word, company specific..., Switchboard Operator, PowerPoint
Education
Rochester Educatinal Opp. Center 2001 — 2002
Certificarte in Office Skills
Monroe Community College 1985 — 1988
Several Credits
Brendan Jeffery's Sage Rutty & Co., Inc Experience November 1996 - October 2007
Job Helping financial advisors create and build successful businesses of their own
Industry Financial Services
Experience
Focused Wealth Advisors April 2015 - Present
Cambridge Investment Research, Inc. May 2011 - Present
Encompass Advisors October 2007 - Present
Ensemble Financial Services, Inc. October 2007 - May 2011
Sage Rutty & Co., Inc November 1996 - October 2007
Skills
Securities, Mutual Funds, Retirement Planning, Equities, Financial Planning, Retirement, Financial Services, Wealth, Finance, Investments, Investment Advisory, Series 7, Asset Allocation, Financial Advisory, Wealth Management
Education
Saint Bonaventure University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
McQuaid Jesuit High School 1987 — 1991
Focused Wealth Advisors April 2015 - Present
Cambridge Investment Research, Inc. May 2011 - Present
Encompass Advisors October 2007 - Present
Ensemble Financial Services, Inc. October 2007 - May 2011
Sage Rutty & Co., Inc November 1996 - October 2007
Skills
Securities, Mutual Funds, Retirement Planning, Equities, Financial Planning, Retirement, Financial Services, Wealth, Finance, Investments, Investment Advisory, Series 7, Asset Allocation, Financial Advisory, Wealth Management
Education
Saint Bonaventure University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
McQuaid Jesuit High School 1987 — 1991