Sontag Advisory
Industry: Company
DescriptionFounded: 1995 Parent organization: NFP Subsidiary: Sontag Advisory Llc, Asset management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportSontag AdvisoryWebsiteDirections Saved (0) Saved Save 2 Google reviews Financial planner in New York City, New York Address: 521 5th Ave 15th Floor, New York, NY 10175 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 973-1200: : : : Place name: : Category: Website: : Website: https://www.sontagadvisory.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 question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sontag Advisory Posting publicly on the Web Write a review Reviews 2 Google reviews
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Sontag Advisory Employees
Employee
Years
Job
Industry
Alexander Lazarev Alexander Lazarev's Sontag Advisory Experience March 2008 - November 2011
Job Advisor at Strategic International Trade Group
Industry Financial Services
Experience
Strategic International Trade Group January 2013 - Present
Sontag Advisory March 2008 - November 2011
Strategic Wealth Management Group October 2005 - May 2007
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Bachelor, Finance
Moscow Aviation Institute (National Research University) 1996 — 2001
Bachelor, Electronics Engineering
Strategic International Trade Group January 2013 - Present
Sontag Advisory March 2008 - November 2011
Strategic Wealth Management Group October 2005 - May 2007
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Bachelor, Finance
Moscow Aviation Institute (National Research University) 1996 — 2001
Bachelor, Electronics Engineering
Sohil Patel Sohil Patel's Sontag Advisory Experience April 2012 - August 2014
Job Student at Vanderbilt University Owen Graduate School of Management
Industry Management Consulting
Experience
SAP Ventures August 2014 - July 2015
Sontag Advisory April 2012 - August 2014
Thomson Reuters June 2011 - April 2012
Legends Institute September 2009 - June 2011
MGP Edu Group September 2009 - June 2011
Hint Water June 2008 - August 2008
O-Recovery January 2006 - June 2008
Skills
Project Management, Operations Management, Business Development, Networking, Strategic Planning, Microsoft Excel, Entrepreneurship, Marketing, Marketing Strategy, Finance, Business Analysis, Social Media, Business Valuation, Valuation, Streamlining Operations, Sales Management, Sales Operations, Management Consulting, Strategic Consulting, Strategic Thinking, Financial Modeling, Strategic Financial..., Strategic Leadership, Management, Start-ups, Leadership, Analysis, Market Research, Business Planning, Financial Analysis, Forecasting, Portfolio Management, Budgets, Sales, Accounting, Investments, Strategy, Strategic Partnerships, Venture Capital, Hedge Funds, Social Media Marketing
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Boston University 2005 — 2009
Dual, Finance, Entrepreneurship
Jericho High School 2001 — 2005
SAP Ventures August 2014 - July 2015
Sontag Advisory April 2012 - August 2014
Thomson Reuters June 2011 - April 2012
Legends Institute September 2009 - June 2011
MGP Edu Group September 2009 - June 2011
Hint Water June 2008 - August 2008
O-Recovery January 2006 - June 2008
Skills
Project Management, Operations Management, Business Development, Networking, Strategic Planning, Microsoft Excel, Entrepreneurship, Marketing, Marketing Strategy, Finance, Business Analysis, Social Media, Business Valuation, Valuation, Streamlining Operations, Sales Management, Sales Operations, Management Consulting, Strategic Consulting, Strategic Thinking, Financial Modeling, Strategic Financial..., Strategic Leadership, Management, Start-ups, Leadership, Analysis, Market Research, Business Planning, Financial Analysis, Forecasting, Portfolio Management, Budgets, Sales, Accounting, Investments, Strategy, Strategic Partnerships, Venture Capital, Hedge Funds, Social Media Marketing
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Boston University 2005 — 2009
Dual, Finance, Entrepreneurship
Jericho High School 2001 — 2005
Eric Sontag Eric Sontag's Sontag Advisory Experience January 2012 - Present
Job Chief Operating Officer at Sontag Advisory
Industry Financial Services
Experience
Sontag Advisory January 2012 - Present
Sontag Advisory November 2009 - December 2011
BlackRock July 2005 - September 2009
Skills
Asset Managment, Investments, Asset Management, Fixed Income, Equities, Alternative Investments, Wealth Management
Education
Cornell University
Bachelor of Arts (B.A.), Economics & Sociology
Sontag Advisory January 2012 - Present
Sontag Advisory November 2009 - December 2011
BlackRock July 2005 - September 2009
Skills
Asset Managment, Investments, Asset Management, Fixed Income, Equities, Alternative Investments, Wealth Management
Education
Cornell University
Bachelor of Arts (B.A.), Economics & Sociology
Paul Kowalczyk Paul Kowalczyk's Sontag Advisory Experience February 2007 - October 2007
Job Digital Marketing Consultant at ReachLocal
Industry Online Media
Experience
ReachLocal April 2014 - Present
The Daily Voice April 2011 - April 2014
Merrill Lynch November 2007 - March 2011
Sontag Advisory February 2007 - October 2007
Vector Marketing June 2005 - September 2005
Skills
Digital Media, Online Advertising, Social Media Marketing, Digital Strategy, Salesforce.com, Social Media, Digital Marketing, Email Marketing, Facebook, SEO, Blogging, SEM, Series 7, Retirement Planning, 401k, Asset Allocation, 401k Rollovers, Finance
Education
University of Connecticut 2003 — 2008
Darien High School
ReachLocal April 2014 - Present
The Daily Voice April 2011 - April 2014
Merrill Lynch November 2007 - March 2011
Sontag Advisory February 2007 - October 2007
Vector Marketing June 2005 - September 2005
Skills
Digital Media, Online Advertising, Social Media Marketing, Digital Strategy, Salesforce.com, Social Media, Digital Marketing, Email Marketing, Facebook, SEO, Blogging, SEM, Series 7, Retirement Planning, 401k, Asset Allocation, 401k Rollovers, Finance
Education
University of Connecticut 2003 — 2008
Darien High School
Vanessa Coleska's Sontag Advisory Experience February 2014 - March 2015
Job Client Service Associate
Industry Financial Services
Experience
Kapitall March 2015 - Present
Sontag Advisory February 2014 - March 2015
Allianz Global Investors May 2010 - July 2011
Caritas Internationalis March 2005 - July 2011
UBS August 2006 - May 2010
Winmar Enterprises Inc./CableView Publications January 2000 - March 2004
Skills
Non-profits, NGOs, Social Media, Community Outreach, Fundraising, Event Management, Strategic Communications, International Relations, Program Development, Research, Public Speaking, Editing, International..., Nonprofits, Community Development
Education
Felician College 2004 — 2006
BA
Kapitall March 2015 - Present
Sontag Advisory February 2014 - March 2015
Allianz Global Investors May 2010 - July 2011
Caritas Internationalis March 2005 - July 2011
UBS August 2006 - May 2010
Winmar Enterprises Inc./CableView Publications January 2000 - March 2004
Skills
Non-profits, NGOs, Social Media, Community Outreach, Fundraising, Event Management, Strategic Communications, International Relations, Program Development, Research, Public Speaking, Editing, International..., Nonprofits, Community Development
Education
Felician College 2004 — 2006
BA
Donna Levy's Sontag Advisory Experience 2000 - Present
Job Managing Director Sontag Advisory
Industry Financial Services
Experience
Sontag Advisory 2000 - Present
Education
Boston University
BS, Business Administration
Sontag Advisory 2000 - Present
Education
Boston University
BS, Business Administration
Kevin Beahan Kevin Beahan's Sontag Advisory Experience April 2008 - October 2008
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Credit Suisse April 2011 - September 2013
Wells Fargo July 2010 - April 2011
Edward Jones June 2009 - June 2010
Sontag Advisory April 2008 - October 2008
Skills
Portfolio Management, Series 7, Finance, Asset Allocation, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 63, Banking, Fixed Income, Equities, Loans, Alternative Investments, Asset Management, Securities
Education
Penn State University 1999 — 2003
BS, Business Management
Merrill Lynch October 2013 - Present
Credit Suisse April 2011 - September 2013
Wells Fargo July 2010 - April 2011
Edward Jones June 2009 - June 2010
Sontag Advisory April 2008 - October 2008
Skills
Portfolio Management, Series 7, Finance, Asset Allocation, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 63, Banking, Fixed Income, Equities, Loans, Alternative Investments, Asset Management, Securities
Education
Penn State University 1999 — 2003
BS, Business Management
Terrence Regan Terrence Regan's Sontag Advisory Experience June 2012 - September 2012
Job Law Clerk at Cullen and Dykman LLP
Industry Law Practice
Experience
Cullen and Dykman LLP August 2013 - Present
Saint John's University School of Law 2010 - Present
Sontag Advisory June 2012 - September 2012
Hon. William J. Condon June 2011 - August 2011
Revolution Prep January 2010 - August 2011
Camp Alvernia June 2004 - January 2010
United States Senate September 2007 - November 2007
Skills
Legal Research, Legal Writing, Public Speaking, Research, Teaching
Education
Saint John's University School of Law 2010 — 2013
J.D., cum laude, Law
College of the Holy Cross 2005 — 2009
BA, Political Science
Cullen and Dykman LLP August 2013 - Present
Saint John's University School of Law 2010 - Present
Sontag Advisory June 2012 - September 2012
Hon. William J. Condon June 2011 - August 2011
Revolution Prep January 2010 - August 2011
Camp Alvernia June 2004 - January 2010
United States Senate September 2007 - November 2007
Skills
Legal Research, Legal Writing, Public Speaking, Research, Teaching
Education
Saint John's University School of Law 2010 — 2013
J.D., cum laude, Law
College of the Holy Cross 2005 — 2009
BA, Political Science
Connor Holly Connor Holly's Sontag Advisory Experience September 2014 - Present
Job Operations Analyst at Sontag Advisory
Industry Financial Services
Experience
Sontag Advisory September 2014 - Present
Live Nation May 2014 - Present
Lincoln Financial Advisors January 2014 - May 2014
AXA Advisors June 2013 - August 2013
St. Matthew's School June 2012 - August 2013
Runaway Rapids Waterpark May 2012 - August 2013
Rowan University September 2012 - May 2013
Education
Rowan University 2012 — 2014
Bachelor of Science (B.S.), Finance, General, GPA 3.51
York College of Pennsylvania 2010 — 2012
Sport Management/Business Management
Sontag Advisory September 2014 - Present
Live Nation May 2014 - Present
Lincoln Financial Advisors January 2014 - May 2014
AXA Advisors June 2013 - August 2013
St. Matthew's School June 2012 - August 2013
Runaway Rapids Waterpark May 2012 - August 2013
Rowan University September 2012 - May 2013
Education
Rowan University 2012 — 2014
Bachelor of Science (B.S.), Finance, General, GPA 3.51
York College of Pennsylvania 2010 — 2012
Sport Management/Business Management
Michelle Corbeaux's Sontag Advisory Experience 2013 - 2013
Job Administrator
Industry Philanthropy
Experience
Philippe Foundation / FOURPOINTS Asset Management February 2015 - Present
Seaview Imports, LLC. October 2013 - November 2014
Sontag Advisory 2013 - 2013
St. Philip Neri 2007 - 2013
Sartorius Stedim Biotech April 2005 - April 2007
Techpack America - Alcan 1999 - 2005
L'Oréal 1996 - 1998
Skills
Non-profits, Fluent in French; SAP;..., Community Outreach, Training, Nonprofits, Marketing Communications, Marketing, Microsoft CRM, Sales, Program Management, Public Relations, Creative Writing, Management, Strategic Planning
Education
Fordham University 1986 — 1990
Bachelor's degree, English Language and Literature/Letters
Philippe Foundation / FOURPOINTS Asset Management February 2015 - Present
Seaview Imports, LLC. October 2013 - November 2014
Sontag Advisory 2013 - 2013
St. Philip Neri 2007 - 2013
Sartorius Stedim Biotech April 2005 - April 2007
Techpack America - Alcan 1999 - 2005
L'Oréal 1996 - 1998
Skills
Non-profits, Fluent in French; SAP;..., Community Outreach, Training, Nonprofits, Marketing Communications, Marketing, Microsoft CRM, Sales, Program Management, Public Relations, Creative Writing, Management, Strategic Planning
Education
Fordham University 1986 — 1990
Bachelor's degree, English Language and Literature/Letters
Jacqueline Markoff, CFP® Jacqueline Markoff, CFP®'s Sontag Advisory Experience August 2004 - April 2008
Job Vice President/Client Advisor, Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management April 2008 - Present
Sontag Advisory August 2004 - April 2008
Skills
Series 7, Certified Financial..., Series 63, Series 65, Asset Allocation, Retirement Planning, Wealth Management, Investment Management, Investments, High Net Worth..., Financial Advisory, Wealth Management..., Hedge Funds, Financial Planners, Alternative Investments
Education
State University of New York at Binghamton 2000 — 2004
BS, Financial Economics
Byram Hills High school 1996 — 2000
Bernstein Global Wealth Management April 2008 - Present
Sontag Advisory August 2004 - April 2008
Skills
Series 7, Certified Financial..., Series 63, Series 65, Asset Allocation, Retirement Planning, Wealth Management, Investment Management, Investments, High Net Worth..., Financial Advisory, Wealth Management..., Hedge Funds, Financial Planners, Alternative Investments
Education
State University of New York at Binghamton 2000 — 2004
BS, Financial Economics
Byram Hills High school 1996 — 2000
Ronniejane Gannascoli Ronniejane Gannascoli's Sontag Advisory Experience July 2008 - April 2010
Job Executive Administraive Assistant/Receptionist. .
Industry Real Estate
Experience
Royal Abstract November 2011 - November 2014
Sontag Advisory July 2008 - April 2010
Katherine Gibbs School April 2004 - June 2008
Skills
PowerPoint, Real Estate, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Film Production, Asset Management, Wealth Management, Hedge Funds, Social Media Marketing, Outlook, Customer Service, Working With Children, Creative Writing, Management, Calendaring, Office Administration, Administration, Training, Travel Arrangements, Travel Planning, Conference Coordination, Conference Rooms, Switch Board, Legal Research
Education
Borough of Manhattan Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Theater & Mass Communications
Actors Connection and Creative Acting Co.
Royal Abstract November 2011 - November 2014
Sontag Advisory July 2008 - April 2010
Katherine Gibbs School April 2004 - June 2008
Skills
PowerPoint, Real Estate, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Film Production, Asset Management, Wealth Management, Hedge Funds, Social Media Marketing, Outlook, Customer Service, Working With Children, Creative Writing, Management, Calendaring, Office Administration, Administration, Training, Travel Arrangements, Travel Planning, Conference Coordination, Conference Rooms, Switch Board, Legal Research
Education
Borough of Manhattan Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Theater & Mass Communications
Actors Connection and Creative Acting Co.
Daniel Kressel Daniel Kressel's Sontag Advisory Experience June 2011 - August 2012
Job Student at New York University
Industry
Experience
AlixPartners June 2015 - August 2015
The Doman Group January 2015 - May 2015
Ghostery, Inc. May 2014 - August 2014
Atlantic Records May 2013 - August 2013
Sontag Advisory June 2011 - August 2012
United States Holocaust Memorial Museum Northeast Regional Office March 2011 - June 2011
Skills
Investments, Marketing, Social Networking, Corporate Branding, Management, Social Media, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Leadership, Consulting, Management Consulting, Strategic Consulting
Education
New York University 2012 — 2016
Bachelor's Degree
KIVUNIM: New Directions 2011 — 2012
Heschel
AlixPartners June 2015 - August 2015
The Doman Group January 2015 - May 2015
Ghostery, Inc. May 2014 - August 2014
Atlantic Records May 2013 - August 2013
Sontag Advisory June 2011 - August 2012
United States Holocaust Memorial Museum Northeast Regional Office March 2011 - June 2011
Skills
Investments, Marketing, Social Networking, Corporate Branding, Management, Social Media, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Leadership, Consulting, Management Consulting, Strategic Consulting
Education
New York University 2012 — 2016
Bachelor's Degree
KIVUNIM: New Directions 2011 — 2012
Heschel
Ryan Benson Ryan Benson's Sontag Advisory Experience April 2008 - October 2008
Job Senior Analytics Consultant at CoEnterprise, LLC
Industry Information Technology and Services
Experience
CoEnterprise, LLC June 2015 - Present
TD Ameritrade Institutional March 2014 - May 2015
Financial Principles, LLC January 2010 - July 2013
Sontag Advisory April 2008 - October 2008
Northwestern Mutual Financial Network September 2006 - February 2008
Janney Montgomery Scott LLC September 2004 - November 2004
Skills
Tableau, Data Analysis, Analytics, SQL, Netezza, Investments, Wealth Management, Insurance, Estate Planning, Financial Advisory, Retirement, Financial Risk, SPSS, InfoSphere, Web Analytics, Business Analytics, Text Analytics, CRM, Equities, Retirement Planning, Asset Management, Securities, Python, Risk Management, Strategic Financial..., SQL DB2, Cognos, R, Hadoop, Financial Planning, Series 6, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Predictive Analytics, Data Mining, Data Warehousing, Business Objects, QlikView, Amazon Web Services..., Cloudera, Analysis, Finance, Strategy, Business Intelligence, Consulting
Education
Fordham University 2013 — 2014
Master's degree
Dale Carnegie 2012 — 2013
Boston College 2002 — 2006
Carroll School of Management
University of New South Wales 2005 — 2005
Boston College Semester Abroad Program - Sydney, Australia
Bergen Catholic High School 1998 — 2002
CoEnterprise, LLC June 2015 - Present
TD Ameritrade Institutional March 2014 - May 2015
Financial Principles, LLC January 2010 - July 2013
Sontag Advisory April 2008 - October 2008
Northwestern Mutual Financial Network September 2006 - February 2008
Janney Montgomery Scott LLC September 2004 - November 2004
Skills
Tableau, Data Analysis, Analytics, SQL, Netezza, Investments, Wealth Management, Insurance, Estate Planning, Financial Advisory, Retirement, Financial Risk, SPSS, InfoSphere, Web Analytics, Business Analytics, Text Analytics, CRM, Equities, Retirement Planning, Asset Management, Securities, Python, Risk Management, Strategic Financial..., SQL DB2, Cognos, R, Hadoop, Financial Planning, Series 6, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Predictive Analytics, Data Mining, Data Warehousing, Business Objects, QlikView, Amazon Web Services..., Cloudera, Analysis, Finance, Strategy, Business Intelligence, Consulting
Education
Fordham University 2013 — 2014
Master's degree
Dale Carnegie 2012 — 2013
Boston College 2002 — 2006
Carroll School of Management
University of New South Wales 2005 — 2005
Boston College Semester Abroad Program - Sydney, Australia
Bergen Catholic High School 1998 — 2002
John S. Kefer John S. Kefer's Sontag Advisory Experience September 2013 - June 2014
Job Associate at Otterbourg P.C.
Industry Law Practice
Experience
Otterbourg P.C. September 2014 - Present
Sontag Advisory September 2013 - June 2014
Otterbourg P.C. June 2013 - August 2013
Barry, McTiernan & Moore June 2009 - May 2013
Madison Square Garden June 2008 - August 2008
MarketAxess June 2005 - August 2005
Skills
Litigation, Management, Data Analysis, Research, Legal Writing, Courts, Legal Research, Human Resources, Commercial Litigation, Civil Litigation, Personal Injury, Invoicing, Lexis, Appeals, Litigation Support, Due Diligence, Product Liability, Torts, PowerPoint, Microsoft Office, Microsoft Excel, Depositions
Education
Saint John's University School of Law 2010 — 2014
J.D.
Bucknell University 2005 — 2009
B.S., Business Administration
Poly Prep Country Day School 1999 — 2005
Preparatory School
Otterbourg P.C. September 2014 - Present
Sontag Advisory September 2013 - June 2014
Otterbourg P.C. June 2013 - August 2013
Barry, McTiernan & Moore June 2009 - May 2013
Madison Square Garden June 2008 - August 2008
MarketAxess June 2005 - August 2005
Skills
Litigation, Management, Data Analysis, Research, Legal Writing, Courts, Legal Research, Human Resources, Commercial Litigation, Civil Litigation, Personal Injury, Invoicing, Lexis, Appeals, Litigation Support, Due Diligence, Product Liability, Torts, PowerPoint, Microsoft Office, Microsoft Excel, Depositions
Education
Saint John's University School of Law 2010 — 2014
J.D.
Bucknell University 2005 — 2009
B.S., Business Administration
Poly Prep Country Day School 1999 — 2005
Preparatory School
Kate Lamb's Sontag Advisory Experience January 2010 - April 2012
Job Strategist at Fancy Rhino
Industry Marketing and Advertising
Experience
Fancy Rhino June 2015 - Present
PostNet HQ July 2014 - June 2015
S'amore LLC May 2011 - July 2014
McCann Worldgroup April 2012 - June 2014
Sontag Advisory January 2010 - April 2012
Retailer Networks 2008 - 2009
Skills
Customer Service, Event Planning, Marketing Communications, Social Media Marketing, Facebook, Social Media, Advertising, Social Networking, Online Marketing, Digital Marketing, Management, Email Marketing, SEO
Education
HBX - Harvard Business School 2015 — 2015
Core: Credential of Readiness, Pass
Colgate University 2005 — 2009
BA, Psychology, Philosophy
Kent Denver 2001 — 2005
High School Diploma
Fancy Rhino June 2015 - Present
PostNet HQ July 2014 - June 2015
S'amore LLC May 2011 - July 2014
McCann Worldgroup April 2012 - June 2014
Sontag Advisory January 2010 - April 2012
Retailer Networks 2008 - 2009
Skills
Customer Service, Event Planning, Marketing Communications, Social Media Marketing, Facebook, Social Media, Advertising, Social Networking, Online Marketing, Digital Marketing, Management, Email Marketing, SEO
Education
HBX - Harvard Business School 2015 — 2015
Core: Credential of Readiness, Pass
Colgate University 2005 — 2009
BA, Psychology, Philosophy
Kent Denver 2001 — 2005
High School Diploma
Sara Friede Sara Friede's Sontag Advisory Experience March 2012 - November 2012
Job Business Coordinator at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2015 - Present
Arbonne International LLC 2014 - Present
TimesSquare Capital Management, LLC November 2012 - September 2015
WIDEAWAKE.ORG July 2010 - July 2013
Sontag Advisory March 2012 - November 2012
The Broadsmoore Group March 2011 - February 2012
The Wedding Salon May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Social Media, Event Management, Blogging, Social Media Marketing, Event Planning, Press Releases, Financial Analysis, Social Networking, Marketing, FileMaker, Series 7
Education
Fordham University 2007 — 2011
B.S. in Business Administration, Management, Entrepreneurship and Economics
Neuberger Berman September 2015 - Present
Arbonne International LLC 2014 - Present
TimesSquare Capital Management, LLC November 2012 - September 2015
WIDEAWAKE.ORG July 2010 - July 2013
Sontag Advisory March 2012 - November 2012
The Broadsmoore Group March 2011 - February 2012
The Wedding Salon May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Social Media, Event Management, Blogging, Social Media Marketing, Event Planning, Press Releases, Financial Analysis, Social Networking, Marketing, FileMaker, Series 7
Education
Fordham University 2007 — 2011
B.S. in Business Administration, Management, Entrepreneurship and Economics
Nicole Hart Nicole Hart's Sontag Advisory Experience September 2014 - Present
Job Director, Trusts & Estates at Sontag Advisory
Industry Law Practice
Experience
Sontag Advisory September 2014 - Present
Davis & Gilbert LLP June 2011 - August 2014
92nd Street Y March 2010 - November 2011
White & Case LLP September 2005 - May 2011
Education
SUNY Buffalo Law School 2002 — 2005
J.D.
Binghamton University 1997 — 2001
B.A., Philosophy
Sontag Advisory September 2014 - Present
Davis & Gilbert LLP June 2011 - August 2014
92nd Street Y March 2010 - November 2011
White & Case LLP September 2005 - May 2011
Education
SUNY Buffalo Law School 2002 — 2005
J.D.
Binghamton University 1997 — 2001
B.A., Philosophy
Eric Dostal Eric Dostal's Sontag Advisory Experience January 2013 - Present
Job Advisor Associate at Sontag Advisory
Industry Financial Services
Experience
Sontag Advisory January 2013 - Present
St. John's University School of Law, Professor Jacob L. Todres May 2012 - November 2012
McCabe, Collins, McGeough & Fowler February 2012 - November 2012
St. John's University School of Law, Elder Law Clinic August 2011 - December 2011
JASA Legal Services for the Elderly in Queens May 2011 - August 2011
Arrow Merchandising November 2004 - January 2011
The New York Racing Association May 2007 - September 2007
Skills
Civil Litigation, Legal Research, Legal Writing, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Editing, Financial Analysis, Negotiation, Westlaw
Education
St. John's University School of Law 2010 — 2013
Juris Doctor, cum laude
State University of New York College at Geneseo 2006 — 2010
Bachelor of Arts, magna cum laude, History
Sontag Advisory January 2013 - Present
St. John's University School of Law, Professor Jacob L. Todres May 2012 - November 2012
McCabe, Collins, McGeough & Fowler February 2012 - November 2012
St. John's University School of Law, Elder Law Clinic August 2011 - December 2011
JASA Legal Services for the Elderly in Queens May 2011 - August 2011
Arrow Merchandising November 2004 - January 2011
The New York Racing Association May 2007 - September 2007
Skills
Civil Litigation, Legal Research, Legal Writing, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Editing, Financial Analysis, Negotiation, Westlaw
Education
St. John's University School of Law 2010 — 2013
Juris Doctor, cum laude
State University of New York College at Geneseo 2006 — 2010
Bachelor of Arts, magna cum laude, History
Erin Lipman's Sontag Advisory Experience July 2009 - April 2013
Job Sales
Industry Oil & Energy
Experience
Puffer Sweiven March 2013 - Present
Sontag Advisory July 2009 - April 2013
Sontag Advisory March 2008 - July 2009
12th Man Foundation September 2004 - December 2007
Skills
Project Management, Customer Service, Microsoft Excel, Microsoft Office, Financial Analysis, Investments, Wealth Management, Asset Managment, Outlook, Retirement Planning, PowerPoint, Risk Management, Asset Management, Sales, Marketing, New Business Development, Finance, Business Development, Strategic Planning, Contract Negotiation, Management
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Industrial Distribution, Minor in Business
Puffer Sweiven March 2013 - Present
Sontag Advisory July 2009 - April 2013
Sontag Advisory March 2008 - July 2009
12th Man Foundation September 2004 - December 2007
Skills
Project Management, Customer Service, Microsoft Excel, Microsoft Office, Financial Analysis, Investments, Wealth Management, Asset Managment, Outlook, Retirement Planning, PowerPoint, Risk Management, Asset Management, Sales, Marketing, New Business Development, Finance, Business Development, Strategic Planning, Contract Negotiation, Management
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Industrial Distribution, Minor in Business
Emily Boothroyd, JD, CFP®, CDFA™'s Sontag Advisory Experience September 2009 - September 2012
Job Planning Specialist at Westport Resources
Industry Financial Services
Experience
Westport Resources October 2012 - Present
Sontag Advisory September 2009 - September 2012
Bishop, Jackson and Kelly, LLC January 2008 - September 2009
House of Delegates, Olbiil Era Kelulau December 2006 - December 2007
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investments, Asset Allocation, Asset Managment, Financial Planners, Investment Advisory, Trusts
Education
Quinnipiac University School of Law 2003 — 2006
Doctor of Law (J.D.)
St. Andrews Presbyterian College 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
Newtown High School 1994 — 1998
Westport Resources October 2012 - Present
Sontag Advisory September 2009 - September 2012
Bishop, Jackson and Kelly, LLC January 2008 - September 2009
House of Delegates, Olbiil Era Kelulau December 2006 - December 2007
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investments, Asset Allocation, Asset Managment, Financial Planners, Investment Advisory, Trusts
Education
Quinnipiac University School of Law 2003 — 2006
Doctor of Law (J.D.)
St. Andrews Presbyterian College 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
Newtown High School 1994 — 1998
Lisa Tatelbaum's Sontag Advisory Experience August 2004 - December 2005
Job Internal Consultant at Health Quest
Industry Hospitality
Experience
Health Quest February 2015 - Present
LT Hospitality March 2010 - June 2014
BLT Restaurant Group October 2007 - March 2010
Artisanal Group April 2006 - October 2007
Sontag Advisory August 2004 - December 2005
Skills
Restaurants, Food & Beverage, Restaurant Management, Hospitality, Event Planning, Hospitality Management, Catering, Menu Development, Culinary Skills, Banquets, Hospitality Industry, Customer Service, Food, Wine, Hotels, Food Service, Social Media, Pre-opening, Micros, Cooking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Recipes, Open Table, Fine Dining, Resorts, Hotel Management, Sanitation, Guest Service Management, OpenTable
Education
Baruch College
Boston University
Boston University
Poughkeepsie Day School
Health Quest February 2015 - Present
LT Hospitality March 2010 - June 2014
BLT Restaurant Group October 2007 - March 2010
Artisanal Group April 2006 - October 2007
Sontag Advisory August 2004 - December 2005
Skills
Restaurants, Food & Beverage, Restaurant Management, Hospitality, Event Planning, Hospitality Management, Catering, Menu Development, Culinary Skills, Banquets, Hospitality Industry, Customer Service, Food, Wine, Hotels, Food Service, Social Media, Pre-opening, Micros, Cooking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Recipes, Open Table, Fine Dining, Resorts, Hotel Management, Sanitation, Guest Service Management, OpenTable
Education
Baruch College
Boston University
Boston University
Poughkeepsie Day School
Liz Ochoa's Sontag Advisory Experience May 2012 - December 2012
Job Trust Advisor
Industry Financial Services
Experience
Loring, Wolcott & Coolidge August 2014 - Present
Tompkins Financial Advisors February 2013 - July 2014
Sontag Advisory May 2012 - December 2012
AXA Equitable July 2008 - May 2012
AXA Equitable October 2006 - July 2008
AXA Equitable July 2002 - October 2006
State Bar of Michigan January 1999 - December 2001
Skills
Estate Planning, Tax, Succession Planning, Trusts, Non-profits, Insurance, Legal Research, Estate Tax Planning, Asset Protection, Public Speaking, Investments, Series 7, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Securities, Mutual Funds, Asset Managment, Wealth, Nonprofits, Wealth Management..., Asset Allocation, Investment Advisory, Investment Management, Retirement, Fixed Annuities, Financial Planners, Asset Management, Financial Advisory, Financial Services, Estate Law, Equities, Life Insurance, Investment Strategies, Personal Finance, Financial Planning
Education
University of Denver - Sturm College of Law 2002 — 2005
LLM
Thomas M. Cooley Law School 1998 — 2001
JD
Michigan State University 1993 — 1998
B.A.
Loring, Wolcott & Coolidge August 2014 - Present
Tompkins Financial Advisors February 2013 - July 2014
Sontag Advisory May 2012 - December 2012
AXA Equitable July 2008 - May 2012
AXA Equitable October 2006 - July 2008
AXA Equitable July 2002 - October 2006
State Bar of Michigan January 1999 - December 2001
Skills
Estate Planning, Tax, Succession Planning, Trusts, Non-profits, Insurance, Legal Research, Estate Tax Planning, Asset Protection, Public Speaking, Investments, Series 7, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Securities, Mutual Funds, Asset Managment, Wealth, Nonprofits, Wealth Management..., Asset Allocation, Investment Advisory, Investment Management, Retirement, Fixed Annuities, Financial Planners, Asset Management, Financial Advisory, Financial Services, Estate Law, Equities, Life Insurance, Investment Strategies, Personal Finance, Financial Planning
Education
University of Denver - Sturm College of Law 2002 — 2005
LLM
Thomas M. Cooley Law School 1998 — 2001
JD
Michigan State University 1993 — 1998
B.A.
Nick Podolak's Sontag Advisory Experience March 2011 - Present
Job Client Service Manager at Sontag Advisory
Industry Financial Services
Experience
Sontag Advisory March 2011 - Present
Peapack-Gladstone Bank November 2008 - March 2011
Loews Corporation June 2007 - August 2007
Siegel's Stationary Shop January 2000 - January 2006
Skills
Customer Service, Banking, Excel, Microsoft Office, PowerPoint, CRM, Finance, Middle Office, Management, Social Media, Sales, Leadership, Social Networking, Facebook, Microsoft Word, Social Media Marketing, Investments, Time Management
Education
Marist College 2004 — 2008
Bachelor of Science, Business Administration (Marketing
Rutgers University-New Brunswick
Certificate, Leadership Skills
Sontag Advisory March 2011 - Present
Peapack-Gladstone Bank November 2008 - March 2011
Loews Corporation June 2007 - August 2007
Siegel's Stationary Shop January 2000 - January 2006
Skills
Customer Service, Banking, Excel, Microsoft Office, PowerPoint, CRM, Finance, Middle Office, Management, Social Media, Sales, Leadership, Social Networking, Facebook, Microsoft Word, Social Media Marketing, Investments, Time Management
Education
Marist College 2004 — 2008
Bachelor of Science, Business Administration (Marketing
Rutgers University-New Brunswick
Certificate, Leadership Skills
Carly Bedell's Sontag Advisory Experience 2001 - 2006
Job Assistant Vice President at Citigroup
Industry Financial Services
Experience
Citigroup October 2006 - Present
Sontag Advisory 2001 - 2006
Skills
Fixed Income, Equities
Education
Binghamton University - School of Management 1997 — 2001
Bachelor's degree, Management Information Systems, General
Citigroup October 2006 - Present
Sontag Advisory 2001 - 2006
Skills
Fixed Income, Equities
Education
Binghamton University - School of Management 1997 — 2001
Bachelor's degree, Management Information Systems, General
Craig Shackatano's Sontag Advisory Experience October 2003 - May 2010
Job at Oztec Industries
Industry Construction
Experience
Oztec Industries June 2010 - Present
Sontag Advisory October 2003 - May 2010
Skills
Asset Management, Series 7
Education
Binghamton University 1998 — 2002
BS, Economics
Oztec Industries June 2010 - Present
Sontag Advisory October 2003 - May 2010
Skills
Asset Management, Series 7
Education
Binghamton University 1998 — 2002
BS, Economics
Robert K. Ross's Sontag Advisory Experience December 2011 - Present
Job Chief Compliance Officer at Sontag Advisory
Industry Law Practice
Experience
Sontag Advisory December 2011 - Present
MarketCounsel, LLC 2006 - 2011
Cole, Schotz, Meisel, Forman & Leonard, P.A. 2004 - 2005
Alston & Bird LLP 2001 - 2003
Skills
Securities, Investment Advisory, Securities Regulation, Investment Advisers Act, Securities Litigation
Education
Rutgers University School of Law - Newark 1994 — 1997
JD, Law
University of Massachusetts, Amherst 1989 — 1993
B.A., Political Science
Sontag Advisory December 2011 - Present
MarketCounsel, LLC 2006 - 2011
Cole, Schotz, Meisel, Forman & Leonard, P.A. 2004 - 2005
Alston & Bird LLP 2001 - 2003
Skills
Securities, Investment Advisory, Securities Regulation, Investment Advisers Act, Securities Litigation
Education
Rutgers University School of Law - Newark 1994 — 1997
JD, Law
University of Massachusetts, Amherst 1989 — 1993
B.A., Political Science
Amy Lin's Sontag Advisory Experience February 2007 - July 2010
Job Operations Associate at Sontag Advisory
Industry Financial Services
Experience
Sontag Advisory February 2007 - July 2010
Skills
Investments, Hedge Funds, Asset Management, Bloomberg, Fixed Income, Wealth Management, Microsoft Excel, Axys, Account Reconciliation, Alternative Investments, Portfolio Management
Education
Stony Brook University
Sontag Advisory February 2007 - July 2010
Skills
Investments, Hedge Funds, Asset Management, Bloomberg, Fixed Income, Wealth Management, Microsoft Excel, Axys, Account Reconciliation, Alternative Investments, Portfolio Management
Education
Stony Brook University
Elizabeth Emmons's Sontag Advisory Experience September 2010 - January 2011
Job Rabobank Associate
Industry Financial Services
Experience
Och-Ziff Capital Management February 2011 - March 2013
Sontag Advisory September 2010 - January 2011
Brown Brothers Harriman June 2008 - August 2010
Citigroup July 2007 - May 2008
HSBC June 2006 - July 2007
Skills
Hedge Funds, Capital Markets, Strategic Planning, CMS, Credit, Investments, Asset Managment, Microsoft Excel, Outlook, Financial Services, Power Point
Education
Barnard College 2004 — 2006
BA, English
Mount Holyoke College 2002 — 2004
Bachelor of Arts (B.A.), English
Och-Ziff Capital Management February 2011 - March 2013
Sontag Advisory September 2010 - January 2011
Brown Brothers Harriman June 2008 - August 2010
Citigroup July 2007 - May 2008
HSBC June 2006 - July 2007
Skills
Hedge Funds, Capital Markets, Strategic Planning, CMS, Credit, Investments, Asset Managment, Microsoft Excel, Outlook, Financial Services, Power Point
Education
Barnard College 2004 — 2006
BA, English
Mount Holyoke College 2002 — 2004
Bachelor of Arts (B.A.), English
Scott Byrne's Sontag Advisory Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Sontag Advisory 2008 - 2010
Education
Bryant University
Sontag Advisory 2008 - 2010
Education
Bryant University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY