Strategic Financial Solutions NY

Description

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

Employee
Years
Job
Industry
Kayla Fuller Kayla Fuller Greater New York City Area Details
Kayla Fuller's Strategic Financial Solutions NY Experience May 2015 - Present
Job Enrollment Representative at Strategic Financial Solutions NYC
Industry Financial Services
Experience
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

Louis Rappaport Louis Rappaport New York, New York Details
Louis Rappaport's Strategic Financial Solutions NY Experience August 2015 - Present
Job Sr. Financial Consultant at Strategic Financial Solutions NY
Industry Financial Services
Experience
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

Cargill Jarrett Cargill Jarrett Greater New York City Area Details
Cargill Jarrett's Strategic Financial Solutions NY Experience May 2014 - Present
Job Financial Success, As Well As Most Success In Life, Is Not About Perfection, It's About Direction
Industry Financial Services
Experience
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

Rodger Salmon Rodger Salmon Brooklyn, New York Details
Rodger Salmon's Strategic Financial Solutions NY Experience August 2014 - Present
Job Retention Specialist at Strategic Financial Solutions
Industry Financial Services
Experience
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

Cindy Sperling Cindy Sperling Greater New York City Area Details
Cindy Sperling's Strategic Financial Solutions NY Experience October 2012 - Present
Job Operations and Strategy Executive
Industry Financial Services
Experience
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

Matthew Maurer Matthew Maurer Forest Hills, New York Details
Matthew Maurer's Strategic Financial Solutions NY Experience February 2015 - Present
Job Recent graduate with passion for investments and exceptional people skills
Industry Financial Services
Experience
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

James Lambridis James Lambridis New York, New York Details
James Lambridis's Strategic Financial Solutions NY Experience August 2013 - Present
Job Financial Consultant at Strategic Financial Solutions
Industry Financial Services
Experience
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

John Vincent de Leon John Vincent de Leon Greater New York City Area Details
John Vincent de Leon's Strategic Financial Solutions NY Experience June 2012 - Present
Job Strategic CS, LLC
Industry Consumer Services
Experience
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

Oana Varlan Oana Varlan Greater New York City Area Details
Oana Varlan's Strategic Financial Solutions NY Experience December 2008 - Present
Job MS Marketing graduate Zicklin School of Business; Customer Service Supervisor Strategic Financial Solutions
Industry Financial Services
Experience
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

Daniel Blumkin Daniel Blumkin New York, New York Details
Daniel Blumkin's Strategic Financial Solutions NY Experience June 2007 - Present
Job Strategic Financial Solutions
Industry Financial Services
Experience
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