Strategic Financial Solutions NY
Address: 711 3rd Ave, New York, NY 10017 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–6:30PMTuesday8:30AM–6:30PMWednesday8:30AM–6:30PMThursday8:30AM–6:30PMFriday8:30AM–6:30PMSaturday11AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 810-4545: : : Place name: Category: : : : Website: Website: http://stratfs.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 (1)
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Strategic Financial Solutions NY Employees
Strategic Financial Solutions NY May 2015 - Present
New York Methodist Hospital January 2015 - June 2015
Geisinger Health System November 2013 - March 2015
Wegmans Food Markets March 2005 - December 2013
Geisinger Community Medical Center March 2012 - November 2013
CIGNA Healthcare June 2011 - December 2011
Skills
Customer Service, Insurance, Microsoft Excel, Healthcare, Teamwork, Social Media, Management, Employee Benefits, HIPAA, Policy, Hospitals, Data Entry, Outlook, Leadership, Access, Finance, Sales, Event Planning, Public Speaking, PowerPoint, Process Improvement, Time Management, Microsoft Word, Team Building, Strategic Planning, Marketing
Education
Keystone College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Keystone College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Strategic Financial Solutions NY August 2015 - Present
Quicken Loans October 2012 - June 2015
Quicken Loans May 2012 - September 2012
Flanigan Bilt Putters March 2012 - March 2012
Elite Parking Solutions 2011 - 2012
Traveler's World 2009 - 2010
Shenendoah Country Club 2007 - 2009
Congregation Shaarey Zedek 2006 - 2007
Skills
Sales, Customer Service, Leadership, Mortgage Banking, Customer Satisfaction, Finance, Microsoft Office, Microsoft Excel, Data Entry, Negotiation, PowerPoint, Social Media
Education
Walled Lake Western High School 2005 — 2008
University of Michigan 2008 — 2012
Communication and Media Studies
Strategic Financial Solutions NY May 2014 - Present
PFPC March 2006 - June 2010
HSBC January 2005 - June 2006
Skills
Microsoft Excel, Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Project Management, Customer Service, Research, Investments, Debt Elimination, Debt Settlement, Debt Management, Negotiation, MS Excel Pivot Tables, Supervisory Skills, Program Management, Customer Engagement, Customer Retention, Customer Satisfaction, Customer Insight, Strategising, Ad Hoc Reporting, P&L Analysis, Bonds, Account Reconciliation, General Ledger, NAV, FX Spot, FX Derivatives, Long/Short Equity, Equity Derivatives, Sales, Management, Public Speaking, Financial Accounting, Finance, Process Improvement, Portfolio Management, Call Centers, Risk Management, Credit, Outlook, Leadership, Accounts Receivable, Business Analysis
Education
Delaware State University 2000 — 2005
Business Administration and Management, General
Mount Saint Michael Academy Highschool 1996 — 2000
Strategic Financial Solutions NY August 2014 - Present
Humana September 2012 - July 2014
Lowe's Home Improvement January 2012 - July 2012
Cornell University June 2011 - August 2011
Skills
Customer Service, Management, Sales, Microsoft Office, Retail, Microsoft Excel, Training, Microsoft Word, Customer Retention, Web Navigation, Teamwork, Time Management, Leadership, PowerPoint, Call Centers, Employee Training, Communication, Data Entry, Team Building
Education
Sullivan County Community College 2009 — 2011
Associate's degree, Criminal Justice and Corrections, 3.65
Strategic Financial Solutions NY October 2012 - Present
TheStreet January 2010 - April 2012
SoftBank Capital March 2000 - December 2009
ZIFF DAVIS, INC July 1999 - February 2000
Dyson Kissner Moran (a private equity firm) September 1996 - June 1999
Arthur Andersen September 1993 - September 1996
Skills
Venture Capital, Due Diligence, Financial Analysis, Strategic Planning, Social Media, Audience Development, Corporate Development, Valuation, Start-ups, Entrepreneurship, Business Strategy, Financial Modeling, Strategic Partnerships, Digital Media, New Business Development, Strategy Development, Competitive Analysis, Deal Structuring, Strategy, Product Management, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
Bachelor, Business Administration; Accounting
Strategic Financial Solutions NY February 2015 - Present
Sid Jacobson JCC 2010 - 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Customer Service, Event Planning, Research, Teamwork
Education
State University of New York College at Geneseo 2010 — 2014
Bachelor of Arts (BA), Economics
Strategic Financial Solutions NY August 2013 - Present
GAF April 2013 - August 2013
Provident Bank April 2013 - May 2013
Valley National Bank September 2012 - November 2012
Skills
Customer Service, Account Management, Accounts Receivable, Financial Reporting, Accounting, Investments, Coaching, Budgets, Risk Management, Process Improvement, SAP, Real Estate, Analysis, Asset Management, Payroll, Banking, Insurance, Business Planning, Finance, Market Research, Negotiation, Inventory Management, Variance Analysis, Operations Management
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Strategic Financial Solutions NY June 2012 - Present
Teletech Holdings INC June 2010 - June 2012
E-PLDT Ventus April 2004 - April 2010
Ingram Micro 2005 - 2010
Skills
Process Improvement, Leadership, Microsoft Office, Management, Business Process..., Client Services, Data Analysis, Operations Management, Customer Service, Team Building, Call Centers, Business Operations, Team Management, Account Management, Customer Satisfaction, Team Leadership, Training, Sales, Mixed Media, Visual Arts, Contemporary Art, Painting, Fine Art, Business Process..., Data Analytics, Superior Client Service, Client Service Oriented, Industrial Design, Visual Basic, Vendor Management, Health Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Indexed Annuities, Fixed Annuities, Long-term Care, Long Term Care Insurance, 401k, 401k Rollovers, 1035 exchange
Education
University of Sto. Tomas 2007 — 2012
Industrial and Product Design
Los Angeles Valley College
Fine and Studio Arts
Strategic Financial Solutions NY December 2008 - Present
Timberline Capital July 2008 - September 2009
Emmelle May 2007 - June 2008
Hyatt Regency Jacksonville Riverfront August 2006 - May 2007
MTS October 2004 - July 2006
SERVALL CO October 2002 - September 2004
JTI (Japan Tobacco International) November 1999 - February 2002
Skills
Marketing Strategy, Analysis, Microsoft Office, Customer Service, Microsoft Excel, ME for Excel, Teamwork, Marketing, Market Research, Management, Research, Social Media, Time Management, Google Analytics, MRI Plus, Marketing Research, Secondary Research, PowerPoint, Finance, Banking, Sales, Outlook, Microsoft Word, Simmons, LeadTrac, Employee Training, Lead360, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Science (MS), Marketing, GPA 3.870
Academia de Studii Economice din București 2002 — 2004
Master, International Business, GPA 3.75
1997 — 2001
Bachelor, International Business
Strategic Financial Solutions NY June 2007 - Present
DAB Marketing June 2007 - June 2014
Concord Mortgage January 2003 - March 2007
Skills
Finance, Marketing Strategy, Program Management, Sales, Social Media Marketing, Account Management, Marketing, Entrepreneurship, Strategic Planning, Sales Management, Business Development, Leadership, CRM, Management, New Business Development, Business Planning, Strategy
Education
The Ohio State University 1997 — 2001
Financial Consulting