Strategies for Wealth

Description

Address: 120 La Alondra Ct, San Rafael, CA 94903 Phone: (415) 507-1897: Website: Category: : : Hours: : : : Place name: Website: http://lifetimestrategiesforwealthpreservation.com/ Category: 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. · Own this business?Add missing informationAdd business hours 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 Lifetime Strategies For Wealth Preservation Posting publicly on the Web Write a review Reviews 1 Google review

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Strategies for Wealth Employees

Employee
Years
Job
Industry
Carly Belloli Carly Belloli Greater New York City Area Details
Carly Belloli's Strategies for Wealth Experience January 2011 - June 2013
Job Project Manager/Sales at Arcadia Architectural Products
Industry Investment Management
Experience
STAR Solutions (RPO)   June 2015 - Present
Arcadia Architectural Products   August 2014 - May 2015
Jefferies & Company  May 2013 - February 2014
Strategies for Wealth   January 2011 - June 2013
Westwood Swim & Tennis Association   June 2004 - June 2010
Four Winds Hospital  January 2010 - May 2010

Skills
Investments, Non-profits, Event Planning, 401k, Strategic Planning, Microsoft Office, Social Media, Employee Benefits, Microsoft Excel, Marketing, Transmittals, Equity Building, Deposits, Multidisciplinary Design, Application Processing, IRAs, Insurance

Education
Mercy College   2008 — 2010
BS, Psychology, 3.7 GPA

David Broadwell David Broadwell Houston, Texas Details
David Broadwell's Strategies for Wealth Experience April 2008 - August 2008
Job Investment Specialist, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management   April 2015 - Present
J.P. Morgan Asset Management   April 2015 - Present
Wells Fargo Advisors  November 2014 - April 2015
The Ayco Company, L.P., Goldman Sachs   April 2011 - May 2014
Key Bank  July 2009 - April 2011
TD Bank  April 2009 - August 2009
Strategies for Wealth   April 2008 - August 2008
Merrill Lynch  August 2007 - December 2007

Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Finance, Asset Allocation, Financial Analysis, Retirement Planning, Insurance, Life Insurance, Financial Risk, Cash Flow, Wealth, Mutual Funds, Investment Strategies, Equities, Fixed Income, Wealth Transfer...

Education
The College of Saint Rose   2009 — 2011
MBA, Business Administration, 3.93

The College of Saint Rose   2005 — 2009
Bachelors of Science, Business Administration

Drew Ahlers Drew Ahlers White Plains, New York Details
Drew Ahlers's Strategies for Wealth Experience May 2014 - August 2014
Job Acquisitions Intern at Castellan Real Estate Partners
Industry Financial Services
Experience
Castellan Real Estate Partners  June 2015 - Present
Burkenroad Reports  January 2015 - Present
Strategies for Wealth   May 2014 - August 2014

Education
Tulane University - A.B. Freeman School of Business   2012 — 2016
Bachelor of Science (BS), Finance, General, Junior

Max Nachemson Max Nachemson Greater Chicago Area Details
Max Nachemson's Strategies for Wealth Experience May 2010 - August 2010
Job Associate at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield (Formerly DTZ)   February 2014 - Present
Echo Global Logistics  June 2012 - January 2014
Echo Global Logistics  November 2011 - June 2012
Strategies for Wealth   May 2010 - August 2010

Skills
Salesforce.com, Management, New Business Development, Sales, Leadership, Cold Calling, Account Management, PowerPoint, Microsoft Word

Education
Miami University   2007 — 2011
Bachelor of Arts (B.A.), Psychology

CEA Global Campus - Barcelona   2009 — 2010
Spanish Architecture

Wilton High School   2004 — 2007
Class of 2007

Nicholas Scaduto Nicholas Scaduto Greater New York City Area Details
Nicholas Scaduto's Strategies for Wealth Experience June 2007 - July 2007
Job Portfolio Manager at Martin Fund Management LLC
Industry Investment Management
Experience
Martin Fund Management LLC   October 2014 - Present
HonorVerus Research   May 2013 - September 2014
JPS Commodities LLC (formerly Copia Trading Co.)   May 2010 - September 2014
Vision Financial Markets LLC  February 2010 - July 2010
HonorVerus Research LLC.   July 2009 - August 2009
Royal Coffee New York   May 2009 - June 2009
Capital Market Daily   October 2008 - December 2008
Strategies for Wealth   June 2007 - July 2007

Skills
Options, Trading, Portfolio Management, Commodities, Hedging, Trading Strategies, Technical Analysis, Derivatives, Financial Markets, Electronic Trading, Commodity Markets, Fundamental Analysis, Financial Analysis, Options Strategies, Valuation, Financial Modeling, Financial Risk, Asset Management, Commodity

Education
Marist College   2006 — 2010
Bachelor of Science, Finance and Business Administration

Daniel Tengda Ou Daniel Tengda Ou Iowa City, Iowa Area Details
Daniel Tengda Ou's Strategies for Wealth Experience June 2014 - August 2014
Job Student at University of Iowa
Industry Financial Services
Experience
Strategies for Wealth   June 2014 - August 2014
Wing On Professional Group   June 2012 - August 2012

Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Data Analysis, Research, Valuation, Corporate Finance, Social Networking, Economics

Education
University of Iowa   2010 — 2014
Bachelor's Degree, Finance, General

Université de Fribourg/Universität Freiburg   2012 — 2013
Germanic Languages, Literatures, and Linguistics

Felicia seedorf Felicia seedorf Sarasota, Florida Area Details
Felicia seedorf's Strategies for Wealth Experience January 2008 - July 2008
Job Director of Marketing at Chapman & Associates
Industry Real Estate
Experience
Chapman & Associates  August 2014 - Present
gretchen scott   2012 - 2013
Boys & Girls Club  January 2009 - September 2010
Boys Girls Club   2005 - September 2010
Houlihan Lawrence  October 2005 - May 2009
Integrity Advisor Pension Consultants   November 2008 - 2009
Junior League of Pelham   1996 - 2009
Private Client Group,LLC   July 2008 - October 2008
Strategies for Wealth   January 2008 - July 2008
PTA  2007 - 2008

Skills
Real Estate, Training, Project Management, Marketing, Event Planning, Strategic Planning, Non-profits, Investments, Event Management, Fundraising, Capital Markets, Public Speaking, Social Networking, Sales, Microsoft Excel, Contract Negotiation, Leadership, Budgets, Negotiation, Advertising, Retail, Team Building, Community Outreach, Coaching, New Business Development, Nonprofits, Merchandising, Management, Marketing Communications, Recruiting, Sales Management, Fashion, Visual Merchandising

Education
St. Francis College   1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General & Marketing

Adelphi Academy   1981 — 1985

Pelham School PTA

Adam Hechler Adam Hechler Greater New York City Area Details
Adam Hechler's Strategies for Wealth Experience 2009 - 2009
Job Director of Operations at Fame House
Industry Accounting
Experience
Fame House  March 2015 - Present
SFX Entertainment, Inc.   July 2013 - Present
Data Vision Computer Video Inc.   June 2010 - June 2013
Data Vision Computer Video Inc   May 2010 - May 2011
Strategies for Wealth   2009 - 2009
HRH, LLC   June 2008 - August 2008

Skills
Accounting, Financial Accounting, QuickBooks, Financial Reporting, Tax, GAAP, Auditing, General Ledger, Tax Preparation, Financial Analysis, Income Tax, Account Reconciliation, Internal Controls, Accounts Payable, Financial Statements, Bookkeeping, Microsoft Excel, Accounts Receivable, Cash Flow, Sarbanes-Oxley Act, Microsoft Word, Analysis, Payroll, Finance, Management, Microsoft Office, Forecasting, Leadership

Education
State University of New York College at Buffalo   2006 — 2010
Bachelor of Science (BS), Accounting

University at   2006 — 2010
Bachelor of Science, Accounting

Jessica Isaacs Jessica Isaacs Greater New York City Area Details
Jessica Isaacs's Strategies for Wealth Experience July 2007 - December 2007
Job Director, Account Management at Live Nation Entertainment
Industry Entertainment
Experience
Live Nation Entertainment  April 2014 - Present
Ticketmaster Entertainment  May 2011 - April 2014
Iona College, Hagan School of Business   January 2014 - January 2014
Plum Benefits  October 2009 - May 2011
Inside Sports & Entertainment Group  December 2007 - October 2009
Strategies for Wealth   July 2007 - December 2007

Skills
Public Relations, Marketing Strategy, Marketing, Online Advertising, Entertainment, Sports, Sales, Sports Marketing, Public Speaking, Management, Sponsorship, Event Management, Social Media, Event Planning, Social Media Marketing, Digital Marketing

Education
Binghamton University - School of Management

Erika Urso Erika Urso Greenwich, Connecticut Details
Erika Urso's Strategies for Wealth Experience May 2012 - March 2013
Job Financial Services/Life Insurance
Industry Financial Services
Experience
Strategies for Wealth/Guardian Life/Park Avenue Securities   March 2013 - Present
Strategies for Wealth   May 2012 - March 2013
FINCH'S PHARMACY   June 2009 - May 2012
FRESH BERRY   August 2009 - December 2011
Volunteer Work  September 2006 - June 2011
SHENOROCK SHORE CLUB Summers   January 2005 - January 2008

Skills
Social Media Marketing, Marketing Research, Marketing Communications, Marketing Strategy, Market Research, Business Development, Marketing, New Business Development, Strategic Planning, Business Strategy, Social Media, Public Relations, Business Planning, Competitive Analysis, Event Management, Marketing Management

Education
College of Charleston   2007 — 2011

College of Charleston

Christopher Lantero Christopher Lantero Greater New York City Area Details
Christopher Lantero's Strategies for Wealth Experience February 2012 - Present
Job Client Manager at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   February 2012 - Present
Myriad Construction Services   June 2011 - October 2011
Allegiance Capital Corporation  May 2010 - August 2010
University of Medicine and Dentistry  June 2008 - January 2010

Education
University of Scranton   2007 — 2011
B.S, Finance

John Mikhael John Mikhael Greater New York City Area Details
John Mikhael's Strategies for Wealth Experience March 2013 - Present
Job Associate Director at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   March 2013 - Present
Valic Financial Advisors  March 2011 - January 2013
Wells Fargo Advisors  January 2009 - March 2011
Banc of America Investments  2006 - 2009
Morgan Stanley Smith Barney  2000 - 2006
Citigroup Asset Management  2000 - 2003

Skills
Investments, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Finance, Trading, Strategic Financial..., Risk Management, Investment Strategies, Series 7, Investment Advisory, Fixed Income, Relationship Management, Financial Planning, Investor Relations, Retirement Planning, Financial Advisory, Estate Planning, Equities, Financial Services, Asset Managment, Mutual Funds, 401k, Retirement, Securities, Series 63, High Net Worth..., Hedge Funds, FINRA, Bonds, Options, Insurance, high-level relationship..., Investor Development, Client Retention and..., Multi Asset Class..., ETFs, Management, Due Diligence, Strategic Planning, Capital Markets, Investment Management, Bloomberg, Leadership, Envestnet, NetX360, Onboarding, Steetscape

Education
Rutgers, The State University of New Jersey-Newark   1993 — 2000

Rutgers, The State University of New Jersey-Newark

Sam Paolini Sam Paolini New York, New York Details
Sam Paolini's Strategies for Wealth Experience May 2014 - December 2014
Job Financial Advisor at Empire Wealth Strategies
Industry Financial Services
Experience
Empire Wealth Strategies  December 2014 - Present
Strategies for Wealth   May 2014 - December 2014
Morgan Stanley Wealth Management  June 2012 - February 2014
Sportsideo  October 2011 - June 2012
Ainsworth Game Technology  December 2010 - June 2011
AC Coin & Slot  October 2008 - November 2010
Wynn Las Vegas  June 2006 - March 2008

Skills
Sports, Coaching, Marketing Strategy, Management, Marketing, Strategic Planning, Customer Service, Sales, Social Media, Fundraising, Team Building, New Business Development, Social Media Marketing, Project Management, Event Planning, Athletics, Advertising, Event Management, Financial Analysis, Team Leadership, Online Marketing, Organizational...

Education
Cornell University   1999 — 2003
BS, Applied Economic Management

Choate Rosemary Hall   1996 — 1999
High School

Frank A. Mesa, SLE Frank A. Mesa, SLE Greater New York City Area Details
Frank A. Mesa, SLE's Strategies for Wealth Experience February 2009 - October 2012
Job Director, Operations Training & Development at MTA MetroNorth Railroad
Industry Government Administration
Experience
MTA Metro-North Railroad  August 2015 - Present
MTA Metro-North Railroad  August 2013 - August 2015
City of New York  August 2012 - July 2013
Strategies for Wealth   February 2009 - October 2012
MTA Metro-North Railroad  April 1994 - January 2009
Bank of New York Mellon  January 1988 - August 1990

Skills
Insurance, Investments, Strategic Financial..., Strategic Planning, Mutual Funds, Securities, Retirement Planning, Wealth, Employee Training, Staff Development, Staff Management, Railroad Operations, Transportation..., Transportation Safety, Transportation, Public Transport

Education
Eno Center for Transportation   2015 — 2015
TMMLS, Leadership in Transportation

Langevin Learning Services   2013 — 2013
Training Director Certification, Workforce Development and Training

City University of New York   1998 — 1999
Certificate in Transportation Management

State University of New York at Stony Brook   1990 — 1993
Bachelor of Arts

Jesse Catalano Jesse Catalano Greater Los Angeles Area Details
Jesse Catalano's Strategies for Wealth Experience August 2012 - December 2012
Job Recently relocated to Los Angeles
Industry Investment Management
Experience
Ameriprise Financial  January 2007 - October 2014
Strategies for Wealth   August 2012 - December 2012
Corinthian Capital Group  March 2011 - August 2011

Skills
Investments, Finance, Financial Modeling, Public Speaking, Microsoft Excel, Leadership, Valuation, Financial Analysis, Wealth Management, Private Equity, Mergers & Acquisitions, Strategic Financial..., Analysis, Estate Planning, Portfolio Management, Financial Advisory, Licensed Life & Health..., Social Media Marketing, Martial Arts Instruction, Self Defense Instruction, Digital Marketing, Creative...

Education
West Virginia University   2008 — 2012
Bachelor of Science, Finance

CIMBA   2011 — 2011
Bachelor's Degree, Accounting, International Finance, Marketing, Business Law and Italian, 4.0

Kristen Cordola Kristen Cordola Greater New York City Area Details
Kristen Cordola's Strategies for Wealth Experience May 2011 - August 2011
Job Negotiator at Mindshare
Industry Marketing and Advertising
Experience
Mindshare  June 2013 - Present
Mindshare  May 2012 - May 2013
Strategies for Wealth   May 2011 - August 2011

Skills
Advertising, Media Buying, Market Research, Social Media, Digital Media, Social Media Marketing, Marketing Research, Marketing, Integrated Marketing, Teamwork, Microsoft Excel, Facebook, PowerPoint, Media Planning, Photoshop, Blogging

Education
Fairfield University   2008 — 2012
Bachelor of Science (B.S.), Marketing and Finance

Erin Pryor Erin Pryor Greater New York City Area Details
Erin Pryor's Strategies for Wealth Experience July 2014 - January 2015
Job Dance Instructor at Life Time The Healthy Way of Life Company
Industry Financial Services
Experience
Life Time - The Healthy Way of Life Company  June 2015 - Present
Bootcamp Republic   May 2015 - Present
Erin Pryor Dance Theatre   March 2013 - Present
Magical Movements School of Dance   August 2011 - Present
City of New Rochelle  March 2012 - Present
Strategies for Wealth   July 2014 - January 2015
Brand School   September 2014 - December 2014
The Pulse Performing Arts Studio   October 2013 - July 2014
Manhattanville College Dance and Theatre Scene Shop   August 2010 - May 2012
Manhattanville College Dance Department   January 2009 - May 2012

Skills
Dance, Theatre, Choreography, Contemporary Dance, Modern Dance, Acting, Ballet, Performing Arts, Musical Theatre, Music, Tap, Teaching, Improvisation, Jazz Dance, EMT, Art, Stage Management, Entertainment, Sound Design, Mac, Jazz, Stage, Tutoring, Singing, Theatrical Production, Sound, Creative Writing, Hip- hop Dance, Arts Administration, Shakespeare, Stage Lighting, Event Planning, Costume Design, Dance Education, Lyrical, Final Cut Pro, Physical Theatre, Hip Hop, Costumes, Lighting Design, Social Media, Recruiting, Time Management, Committed to..., Public Speaking, Microsoft Office, Social Networking, Management, Tap Dance, Fundraising

Education
Manhattanville College   2008 — 2012
Bachelor of Arts, Dance and Theatre: Concentration in Dance

New York International Exchange   2011 — 2011
Dance

New York State Emergency Medical Services   2011 — 2011

new rochelle high school   2004 — 2008
Regents Diploma

new rochelle high school   2004 — 2008

John Diebold John Diebold Greater New York City Area Details
John Diebold's Strategies for Wealth Experience September 2013 - May 2014
Job Analyst at RSR Partners
Industry Management Consulting
Experience
RSR Partners  June 2015 - Present
LJJ Social Impact Consulting, LLC   May 2014 - May 2015
Strategies for Wealth   September 2013 - May 2014
Social Enterprise Consultant   March 2013 - July 2013
Middlebury  February 2011 - October 2011
Middlebury College  August 2009 - February 2010
McCord Hospital, Sinikithemba Clinic   June 2008 - August 2008

Skills
South Asia, International Relations, Foreign Policy, Leadership, Politics, Political Science, Policy Analysis, Economics, Qualitative Research, Public Policy, Research, Social Entrepreneurship, Intercultural..., Nonprofits, Editing, Community Outreach, Public Speaking, Social Media, Analysis, Strategy

Education
Tuck School of Business at Dartmouth   2012 — 2012
Tuck Business Bridge Program

Middlebury College   2008 — 2012
BA, International Studies, 3.7

SIT   2010 — 2010
Semester Abroad, Sustainable Development

The Johns Hopkins University   2010 — 2010
SAIS, Hindi, 4.0

University of Wisconsin-Madison   2009 — 2009
SASLI, Hindi, 4.0

Berkshire School

Lindsay Ferzoco Lindsay Ferzoco New York, New York Details
Lindsay Ferzoco's Strategies for Wealth Experience June 2008 - August 2008
Job Customer Success Field Application Expert
Industry Computer Software
Experience
Workiva  December 2012 - Present
PanAgora Asset Management  June 2012 - December 2012
PanAgora Asset Management  March 2011 - June 2012
US Bank  August 2010 - March 2011
Delaware Office of the Attorney General   May 2009 - November 2009
Strategies for Wealth   June 2008 - August 2008

Skills
Corporate Social..., Sustainability, Environmental Compliance, Financial Reporting, Business Analysis, Microsoft Excel, Microsoft Office, Client Relations Skills, Strategic Thinking, Customer Service, Account Management, Product Management, XBRL, Cloud Computing, SEC filings

Education
Columbia University in the City of New York   2015 — 2017
Master's Degree, Sustainability Management

University of Delaware - Lerner College of Business and Economics   2006 — 2010
B.S., Finance, International Business

Tabor Academy

Annette Brown-Davis Annette Brown-Davis Ardsley, New York Details
Annette Brown-Davis's Strategies for Wealth Experience February 2009 - April 2011
Job Exec Admin at Acorda Therapeutics
Industry Executive Office
Experience
Acorda Therapeutics, Inc.   2015 - 2015
SUNY-Purchase College  January 2013 - January 2014
Disney Publishing Worldwide  May 2011 - November 2012
Strategies for Wealth   February 2009 - April 2011
PepsiCo  March 2005 - December 2008
Amnesty International USA  January 1999 - February 2005

Skills
Microsoft Excel, Outlook, PowerPoint, Access, Research, Non-profits, Microsoft Office, Administrative Work, Diversity, Budget Process, Time Management, Data Entry, Vendor Management, Office Administration, Office Management, Data Research, Microsoft Word, Social Networking, Travel Arrangements, Database Administration, Spreadsheets, Strategic Planning, Human Resources, Compliance, Consulting, Lotus Notes, Concur, Typing, Payroll, PeopleSoft, Nonprofits

Education
PACE UNIVERSITY, New YorkMANHATTAN COMMUNITY COLLEGE, New York LOUIS D BRANDEIS H.S

Pace University

Donald Wenner Donald Wenner Greater New York City Area Details
Donald Wenner's Strategies for Wealth Experience January 2011 - April 2013
Job Finance Officer
Industry Financial Services
Experience
New York University  December 2013 - Present
Strategies For Wealth   January 2011 - April 2013
Federal Reserve Bank of New York  December 1983 - March 2010

Skills
Investments, Securities, Fixed Income, Estate Planning, Risk Management, Portfolio Management, Financial Analysis, Life Insurance, Financial Services, Asset Management, Long-term Care, Retirement Planning, Employee Benefits, Insurance, Finance, Mutual Funds, Investment Strategies, Budgets, Financial Planning, Income Protection, Personal Financial..., Long-Term Disability, Financial Reporting, Project Management, Accounting compliance, Business Process..., Cost Accounting, Reporting & Analysis, Management

Education
New York University - Leonard N. Stern School of Business   1985 — 1989
MBA, Finance

Iona College   1978 — 1982
BBA, Finance

Richard Rizzuto Richard Rizzuto Greater New York City Area Details
Richard Rizzuto's Strategies for Wealth Experience October 2007 - December 2011
Job Wealth Management at Newport Coast Securities
Industry Financial Services
Experience
Newport Coast Securities  2013 - Present
Meyers Associates L.P.   January 2012 - March 2013
Strategies for Wealth   October 2007 - December 2011
Z & Z Securities   April 2005 - May 2007
Stuart Frankel & Company   February 2002 - April 2005
Donaldson, Lufkin & Jenrette   1980 - 2000

Skills
Small Business, Retirement Planning, Equities, Wealth Management, Series 7, Securities, Due Diligence, Asset Management, Portfolio Management, Financial Advisory, Series 63, Financial Services, Health Insurance, Management, Finance, Wealth, Bonds, Disability Insurance, Estate Planning, Asset Managment, Long-term Care, Strategic Planning, Mutual Funds, Capital Markets, Equity Trading, Financial Analysis, Investments, Employee Benefits, Trading, Fixed Income, Insurance, Life Insurance, Alternative Investments, Bloomberg, Hedge Funds, FINRA, Mergers & Acquisitions, Relationship Management, Public Speaking

Education
Princeton University   1974 — 1978
BA, English

Holy Cross High School   1970 — 1974

Gregory Raue Gregory Raue Greater New York City Area Details
Gregory Raue's Strategies for Wealth Experience July 2012 - October 2012
Job Financial, Investment Adviser and Registered Representative at LEXCO Wealth Management
Industry Financial Services
Experience
LEXCO Wealth Management   April 2013 - Present
Fox Lane Sports Boosters Club Inc.   March 2009 - Present
Strategies For Wealth   July 2012 - October 2012
UBS Investment Bk   December 2005 - December 2007
UBS Investment Bk   September 2003 - December 2005
UBS Investment Bk   June 1998 - September 2003
Union Bank of Switzerland  December 1996 - June 2000
Credit Lyonnais, New York, NY   September 1991 - December 1996
Marine Midland Bank/HongKong Bank   1989 - 1991
Irving Trust Company  1985 - 1989

Skills
Personal Financial..., Wealth Management, Insurnance "repair", Portfolio Management, Equities, Fixed Income, Credit Risk, Capital Markets, Banking, Derivatives, Investments, Structured Finance, Investment Banking, Risk Management, Hedge Funds

Education
New York University - Leonard N. Stern School of Business   1983 — 1984
MBA, Finance

Lake Forest College   1974 — 1978
BA, Economics

The Hotchkiss School   1971 — 1974

Riverdale Country Day School   1967 — 1971

Chris Griffin Chris Griffin Greater New York City Area Details
Chris Griffin's Strategies for Wealth Experience September 2011 - June 2012
Job Retouching and Printing Services Provider | Account Manager at Imtech Graphics
Industry Marketing and Advertising
Experience
Imtech Graphics  June 2014 - Present
Steamfitters' Industry Fund   April 2013 - June 2014
Diamondmite Productions   June 2012 - June 2013
Strategies for Wealth   September 2011 - June 2012

Skills
Marketing, Social Media Marketing, Marketing Strategy, Customer Service, Sports Marketing, Marketing Communications, Offset Printing, Digital Printing, Web-to-print, High-end Retouching, Digital Asset Management, Large Format Printing, Pre-press Operations

Education
Iona College   2011 — 2012
Master of Business Administration (M.B.A.), Marketing

Iona College   2007 — 2011
B.B.A., Management

The Hun School of Princeton   2006 — 2007
High School Post-Graduate

Robert O Sanders III Robert O Sanders III Atlanta, Georgia Details
Robert O Sanders III's Strategies for Wealth Experience May 2012 - August 2012
Job Consultant at Manhattan Associates
Industry Logistics and Supply Chain
Experience
Manhattan Associates  June 2015 - Present
ICAP  June 2014 - August 2014
ICAP  June 2013 - August 2013
Strategies for Wealth   May 2012 - August 2012

Skills
Microsoft Excel, Public Speaking, Analysis, Leadership, Event Planning, Investments, Microsoft Office, Event Management, Microsoft Word, PowerPoint, Social Media, Customer Service, Outlook, Strategic Financial..., Marketing Communications

Education
University of South Carolina - The Moore School of Business   2011 — 2015
Bachelor’s Degree, Investment Finance; Global Supply Chain Operations Management, 3.5

Mahopac High School   2007 — 2011

Denisse Vallejo Denisse Vallejo Greater New York City Area Details
Denisse Vallejo's Strategies for Wealth Experience January 2014 - August 2015
Job Crisis Response at United Nations
Industry International Affairs
Experience
UNDP  August 2015 - Present
Strategies for Wealth   January 2014 - August 2015
United States Senate, Office of Senator Charles E. Schumer   September 2013 - December 2013
United Nations, University for Peace   January 2010 - August 2010
Pace University  September 2007 - August 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Political Science, Public Policy, Policy Analysis, International..., International Relations, Diplomacy, PowerPoint, Research, Policy, Community Outreach

Education
St. John's University   2011 — 2013
Master of Arts (MA), International Relations and Affairs

Pace University-Pleasantville/Briarcliff Campus   2006 — 2010
BA, Political Science

Ryan Muirhead Ryan Muirhead Greater New York City Area Details
Ryan Muirhead's Strategies for Wealth Experience November 2010 - May 2011
Job Client Specialist, Commercial Term Lending at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2012 - Present
JPMorgan Chase  October 2011 - April 2012
Strategies for Wealth   November 2010 - May 2011

Skills
Finance, Portfolio Management, Equities, Sales, Social Media, Investments, Bloomberg Terminal, Financial Services, Loans, Real Estate, Management, Risk Management

Education
Fordham University   2007 — 2011
B.S., Business Administration with a Primary Concentration in Finance

Chaminade High School   2003 — 2007

Jason Wiszynski Jason Wiszynski Greater New York City Area Details
Jason Wiszynski's Strategies for Wealth Experience June 2005 - August 2005
Job FP&A and Logistic Manager at JTI (Japan Tobacco International)
Industry Financial Services
Experience
JT International do Brasil   May 2015 - Present
JT International  March 2014 - Present
JT International  April 2011 - February 2014
Weichert Insurance Agency  November 2008 - October 2010
Strategies for Wealth   June 2005 - August 2005

Skills
Financial Analysis, Strategic Financial..., Bloomberg, Forecasting, Analysis, Insurance, Project Planning, Finance, Time Management, Financial Modeling, Financial Reporting, Investments, Competitive Analysis, Business Planning, Microsoft Excel, Risk Management, Strategic Planning, Accounting, Budgets, Management, Corporate Finance, Sales

Education
Rutgers, The State University of New Jersey-Newark   2009 — 2010
MA, Economics

University of Vermont   2004 — 2008
BA, Economics, Minor in History

West Essex High School   2000 — 2004

Charles D. Wild, CFP® Charles D. Wild, CFP® Greater New York City Area Details
Charles D. Wild, CFP®'s Strategies for Wealth Experience June 2001 - October 2007
Job Senior Financial Consultant
Industry Financial Services
Experience
Norwalk, CT  October 2010 - Present
National Wealth Advisors, Inc.   April 2010 - October 2010
CDW Financial   March 2008 - March 2010
owR OPINION, LLC   October 2007 - March 2008
Strategies for Wealth   June 2001 - October 2007

Skills
Small Business, Financial Services, Employee Benefits, Management, Disability Insurance, Investments, Financial Risk, Strategic Planning, Finance, Insurance, Strategic Financial..., Wealth, Retirement Planning, Fixed Annuities, Business Development, Analysis, Long-term Care, Marketing, Account Management, Credit, Sales, Sales Management

Education
The American College   2005 — 2009
CERTIFIED FINANCIAL PLANNER (TM) Certificant, CLU, ChFC

State University of New York at New Paltz   1996 — 2001
Bachelor of Science, Business - Marketing

The Walkabout Program   1995 — 1996

Briarcliff High School   1992 — 1996

James Giangrande, CFP® James Giangrande, CFP® Greater New York City Area Details
James Giangrande, CFP®'s Strategies for Wealth Experience May 1992 - February 2006
Job Managing DirectorPartner Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC  October 2010 - Present
Opus Advisory Group  February 2006 - September 2010
Strategies for Wealth   May 1992 - February 2006

Education
University of Maryland - Robert H. Smith School of Business   1986 — 1990

Stepinac High School

White Plains High School

Jack Brandon Jack Brandon Chappaqua, New York Details
Jack Brandon's Strategies for Wealth Experience 2007 - 2011
Job Principal Consultant at Chappaqua Essay and Interview Coach
Industry Professional Training & Coaching
Experience
Chappaqua Essay and Interview Coach   2008 - Present
Strategies for Wealth   2007 - 2011
Warner Brothers Domestic Television   1999 - 2005
Yellow Line International/ET Asia Entertainment   1995 - 1999
Fox Broadcasting Company  1992 - 1995
MGM Television  1990 - 1992

Skills
Retirement Planning, Strategy, Coaching, Sales, Insurance, Finance, Public Speaking, Investments, Asset Management, Mutual Funds, Securities, Retirement, Wealth Management

Education
Columbia University - Columbia Business School   1980 — 1982
Master of Business Administration (M.B.A.)

Columbia University - School of International and Public Affairs   1977 — 1980
M.A., economics and foreign policy analysis

Wesleyan University   1973 — 1977
B.A., College of Letters

Bruce Schoen Bruce Schoen Greater New York City Area Details
Bruce Schoen's Strategies for Wealth Experience January 2007 - December 2011
Job Security Consultant at Empire Safe Company
Industry Security and Investigations
Experience
Empire Safe Company   January 2013 - Present
Yumani   January 2012 - December 2012
Strategies for Wealth   January 2007 - December 2011
Merrill Corporation  2002 - 2006
Morgan Stanley  1998 - 2002

Skills
Series 7, Investments, Asset Managment, Equities, Securities, Financial Modeling, Capital Markets, Sales, Sales Management, New Business Development, Business Development, Due Diligence, Financial Analysis, Portfolio Management, Project Management

Education
Boston University Graduate School of Management   1985 — 1987
MBA, Finance

Washington University in St. Louis   1981 — 1985
BA, Business

The Pingry School   1975 — 1985

Ken Ballin Ken Ballin Greater New York City Area Details
Ken Ballin's Strategies for Wealth Experience 2010 - October 2011
Job Wealth Advisor
Industry Insurance
Experience
RLP Wealth Advisors, LLC   October 2013 - Present
owR Opinion   2012 - 2013
Gerstien Fisher   October 2011 - August 2012
Gerstein Fisher  2011 - 2012
Strategies for Wealth   2010 - October 2011
Acorn Financial Services  August 2006 - October 2010
Enterprise General Agency of Met Life   2004 - 2006
Nathan & Lewis Securities  1998 - 2004
Nathan & Lewis   1998 - 2002
The Guardian Life Insurance Company of America  1988 - 1991

Skills
Fixed Annuities, Insurance, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Mutual Funds, Investments, Series 7, Health Insurance, Brokers

Education
University at Buffalo   1974 — 1980
Masters Degree, Linguistics

Jamaica High School   1971 — 1974
Regents Diploma, Foreign Languages and Literatures, General

Adelphi CFP Class

PS 102 Queens

David Geller David Geller Greater New York City Area Details
David Geller's Strategies for Wealth Experience May 2013 - August 2013
Job Claims Examiner at Greater New York Insurance Companies
Industry Insurance
Experience
Greater New York Insurance Companies  2014 - Present
Pro Football Focus  August 2013 - January 2014
Strategies for Wealth   May 2013 - August 2013
Strat-O-Matic Media, LLC   January 2013 - May 2013
Sports Haze   January 2011 - May 2011

Skills
Social Media, Sports Marketing, People Skills, Writing, Microsoft Excel, Sales, Public Speaking, Email Marketing, Creativity, Teamwork, Sports Writing, Social Media Marketing, Insurance, Leadership

Education
Hofstra University   2010 — 2014

Andrew Shinn Andrew Shinn New York, New York Details
Andrew Shinn's Strategies for Wealth Experience January 2014 - Present
Job Disability Underwriting Assistant at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   January 2014 - Present
New York Life Insurance Company  September 2013 - November 2013
Coach  October 2012 - August 2013
Manhattanville College  January 2011 - May 2013
Sony Music Entertainment  September 2012 - December 2012

Skills
Sales, Salesforce.com, Customer Service, Customer Satisfaction, Customer Retention, Mathematics, Applied Mathematics, Microsoft Excel, Microsoft Word, Social Media

Education
Manhattanville College   2009 — 2013
Bachelor of Science, Management

Manhattanville College   2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General

Sabina Barbulea Sabina Barbulea Greater New York City Area Details
Sabina Barbulea's Strategies for Wealth Experience February 2009 - November 2009
Job Associate Brand Manager at Unilever
Industry Consumer Goods
Experience
Unilever  September 2014 - Present
Cornell University - Johnson Graduate School of Management  August 2012 - May 2014
American Express  June 2013 - August 2013
Bloomingdale's  December 2011 - May 2012
Bloomingdale's  July 2010 - December 2011
Strategies for Wealth   February 2009 - November 2009

Skills
Retail, Marketing, Leadership, Management, Assortment, Market Research, Strategy, Cross-functional Team..., Forecasting, Fundraising, Merchandising, Microsoft Excel, Negotiation, Trend Analysis

Education
Cornell University - Johnson Graduate School of Management   2012 — 2014
Master of Business Administration (M.B.A.)

Barnard College   2006 — 2010
BA, Economics, Spanish & Latin American Cultures

C. Brady Cebrian C. Brady Cebrian Greater New York City Area Details
C. Brady Cebrian's Strategies for Wealth Experience September 2001 - September 2001
Job Client Director at Kaplan Professional
Industry E-Learning
Experience
Kaplan Professional  June 2012 - Present
Engage121  April 2011 - October 2011
Gartner  September 2003 - April 2011
Strategies for Wealth   September 2001 - September 2001
Ambient Planet  August 2000 - September 2001
Level 3 Communications  October 1999 - January 2000

Education
University of Colorado Boulder   1995 — 1999
B.S, Journalism

Portsmouth Abbey School

Robert Chao Robert Chao Jersey City, New Jersey Details
Robert Chao's Strategies for Wealth Experience September 2011 - February 2013
Job Senior Consultant at Sungard Availability Services
Industry Management Consulting
Experience
Sungard Availability Services  March 2015 - Present
Culture tea bar   January 2012 - Present
SunGard Availability Services  April 2013 - March 2015
Strategies for Wealth   September 2011 - February 2013
NYU Langone Medical Center  October 2010 - September 2011
Columbia University Sparrow Lab   September 2009 - May 2010
US Army  June 2001 - June 2005

Skills
Investments, Strategic Planning, Data Analysis, Financial Analysis, Strategic Financial..., Financial Services, Finance, Strategy, Public Speaking, PowerPoint, Project Planning, Risk Management, Project Management, Access, Microsoft Office, Business Continuity, Business Impact Analysis, Microsoft Excel, Policy Writing, Risk Analysis, Disaster Recovery, Program Management

Education
Columbia University in the City of New York   2007 — 2010
BA, Psychology

Cardozo   1996 — 2000

Andrew Feinstein Andrew Feinstein White Plains, New York Details
Andrew Feinstein's Strategies for Wealth Experience September 2009 - Present
Job Financial Advisor/Broker
Industry Financial Services
Experience
Strategies for Wealth   September 2009 - Present
Cox Representatives   1986 - August 2009
Lifetime Television  1984 - 1987
Robert Landau Associates   1982 - 1984
ABC Television  1974 - 1982
Metromedia TV   1972 - 1974

Skills
Strategic Financial..., Insurance, Retirement, Retirement Planning, Estate Planning, Mutual Funds, Long-term Care, Strategic Planning, Life Insurance, Disability Insurance, Asset Management, Wealth Management, Fixed Annuities, Investments, Finance, Financial Planning

Education
Lehigh University   1965 — 1969
BA, Journalism

Columbia High School

Jillian ortiz Jillian ortiz Greater New York City Area Details
Jillian ortiz's Strategies for Wealth Experience August 2014 - Present
Job Strategies for wealth
Industry Financial Services
Experience
Strategies for Wealth   August 2014 - Present
McCabe Weisberg & Conway  September 2014 - September 2015
Independent Contractor  September 2006 - 2013
Gingers   January 2006 - 2011
Kern Suslow Securities   April 2004 - 2006

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Access, Legal Research, Windows, Market Research, Marketing, Accounting, Notary Public, Westlaw, Spanish, Management Information..., Business Law, Administrative..., Legal Documents, Commercial Litigation, Budgets, Outlook, Securities

Education
Rutgers, The State University of New Jersey-Newark   2013 — 2015
Currently enrolled, Accounting and Finance

Essex County College   2010 — 2013
Associates, Paralegal Studies

Lily Newman Lily Newman San Francisco Bay Area Details
Lily Newman's Strategies for Wealth Experience May 2010 - January 2011
Job Asst. Manager, Global CRM & Email at Levi Strauss & Co.
Industry Marketing and Advertising
Experience
Levi Strauss & Co.   May 2014 - Present
Levi Strauss & Co.   September 2013 - May 2014
Donald J Pliner  March 2012 - August 2013
HBO  August 2011 - March 2012
Strategies for Wealth   May 2010 - January 2011
Lafayette College  October 2007 - December 2009

Skills
Digital Marketing, E-commerce, Facebook, WordPress, Email Marketing, Social Media Marketing, Microsoft Office, Google Analytics, Digital Strategy, Mac, Tumblr, Omniture, CRM, Web Analytics, Merchandising, SEO, Retail Marketing, Copywriting, Web Merchandising, Fashion

Education
Lafayette College   2007 — 2011
B.A., Government & Law

IES Roma   2010 — 2010

Alex Wander, CISA Alex Wander, CISA Greater New York City Area Details
Alex Wander, CISA's Strategies for Wealth Experience June 2010 - August 2010
Job Senior Consultant, Financial Services IT | Protiviti: Global Consulting in Business, IT, Risk & Internal Audit
Industry Management Consulting
Experience
Protiviti  August 2011 - Present
Strategies for Wealth   June 2010 - August 2010

Skills
Proficient in Microsoft..., Public Speaking, IT Audit, Auditing, Internal Controls, CISA, IT Governance, IT Risk Management, Management, Consulting, Microsoft Excel, Finance, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Business Process..., Information Technology

Education
Pennsylvania State University   2007 — 2011
Bachelor's Degree

Hillsborough High School

Julie Seabrook Julie Seabrook New York, New York Details
Julie Seabrook's Strategies for Wealth Experience February 2015 - Present
Job Executive Assistant at Strategies for Wealth
Industry Public Relations and Communications
Experience
Strategies for Wealth   February 2015 - Present
The New School  April 2014 - May 2014
The New School  November 2013 - January 2014
Ball Aerospace  May 2011 - August 2011
Axis Marketing  February 2006 - June 2010

Skills
Excel, Word, PowerPoint, Microsoft Excel, Human Resources, Microsoft Word, Marketing, Public Speaking, Creative Writing, Customer Service, Event Planning, Time Management, Social Networking, Public Relations

Education
The New School   2011 — 2013
Masters of Fine Arts In Creative Writing, Fiction

Metropolitan State College of Denver   2007 — 2011
Bachelors of Arts, English and History

Christina Di Grandi Christina Di Grandi Greater New York City Area Details
Christina Di Grandi's Strategies for Wealth Experience March 2014 - Present
Job Marketing Coordinator at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   March 2014 - Present
Hollister Co.  April 2008 - March 2014

Skills
Microsoft Office, Microsoft Excel, Marketing, Microsoft Word, Social Media

Education
Manhattanville College   2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies

Nina Choi Nina Choi Brooklyn, New York Details
Nina Choi's Strategies for Wealth Experience February 2014 - August 2014
Job Manager of People and Culture at Carrot a VICE company
Industry Internet
Experience
Carrot - a VICE company  August 2014 - Present
Strategies for Wealth   February 2014 - August 2014
Alvin J Bart Lithographers   June 2013 - February 2014
The Memo Bandit   September 2011 - February 2014
Kate's Paperie  November 2008 - 2009
Dempsey and Carroll   November 2006 - August 2007
Citigroup Investment Bank  May 2006 - August 2006
AEON Corporation  2004 - 2006

Skills
Product Development, Illustrator, Adobe Creative Suite, InDesign, Photoshop, Graphic Design, Mac, Art Direction, Creative Direction, Brand Development, Typography, Photography, Logo Design, Layout, Brochures, Recruiting, Marketing, Sales, Social Media Marketing, Social Media

Education
Parsons School of Design   2007 — 2008
AA, Graphic Design

The Ohio State University   1997 — 2002
BA, Journalism/Communications

James Bowie Highschool   1992 — 1996

Jennifer Napoli Jennifer Napoli Greater New York City Area Details
Jennifer Napoli's Strategies for Wealth Experience August 2010 - June 2012
Job Institutional Partnerships Coordinator at CFA Institute
Industry Financial Services
Experience
CFA Institute  July 2012 - Present
Strategies for Wealth   August 2010 - June 2012
The College of Westchester  November 2008 - July 2010

Skills
Customer Service, Office Administration, PowerPoint, Microsoft Excel, Microsoft Office, Events Coordination, Event Management, Project Management, Salesforce.com, Lotus Notes, Administrative..., Expense Reports, Financial Reporting, Skilled Multi-tasker, Performance Dashboards, Dashboard Metrics

Education
SUNY Oneonta   2004 — 2008
Bachelor of Science (B.S.), Mass Communication/Media Studies

Dan (Dana) Wang Dan (Dana) Wang Greater New York City Area Details
Dan (Dana) Wang's Strategies for Wealth Experience January 2015 - March 2015
Job MS in Finance in Johns Hopkins University
Industry Financial Services
Experience
Alternative Asset Investment Management  March 2015 - Present
Strategies for Wealth   January 2015 - March 2015
Search for Common Ground  May 2014 - November 2014
Rongchang Real Estate Co.   January 2013 - July 2013
China Industrial Bank(兴业银行股份有限公司）   August 2012 - October 2012
PwC  June 2012 - August 2012

Skills
Accounting, Financial Statements &..., Financial Analysis, Matlab, SQL, Microsoft Excel, SPSS, STATA, SharePoint, Pivot Tables, Senior Level..., Multiple Task Management, Client Relations

Education
The Johns Hopkins University   2013 — 2014
Master's degree, Finance, General

Renmin University of China   2009 — 2013
Bachelor's degree, National Economics, 3.75

University of Cambridge   2012 — 2012
Real Estate Finance

Adam Troyetsky Adam Troyetsky Greater Atlanta Area Details
Adam Troyetsky's Strategies for Wealth Experience June 2014 - August 2014
Job Student at Emory University Goizueta Business School
Industry Banking
Experience
HSBC Global Banking and Markets  June 2015 - August 2015
Strategies for Wealth   June 2014 - August 2014
Law Office of Mitchell Troyetsky   July 2013 - August 2013
Camp Chen-A-Wanda  June 2012 - August 2012
Basser-Kaufman Real Estate Investors and Developers   March 2012 - June 2012

Education
Emory University - Goizueta Business School   2014 — 2016
Finance, Strategy & Management Consulting

Emory University   2012 — 2016
Goizueta Business School

Natalie Petrancosta Natalie Petrancosta Little Rock, Arkansas Details
Natalie Petrancosta's Strategies for Wealth Experience September 2006 - July 2007
Job Executive Assistant to the CEO, CFO & COO at Inuvo
Industry Marketing and Advertising
Experience
Inuvo, Inc.   February 2015 - Present
Datamax Arkansas   June 2012 - February 2015
Unilin Flooring (Mohawk Industries)   May 2010 - June 2011
Steelcase  July 2007 - March 2010
Strategies for Wealth   September 2006 - July 2007

Skills
Marketing, Marketing Communications, Account Management, Project Management, Marketing Management, Social Media Marketing, Marketing Strategy, Sales, B2B, Strategic Planning, New Business Development, Advertising, Event Planning, Management, Training, Team Building, Sales Operations, Leadership, Sales Presentations, Market Planning, Sales Process, Contract Negotiation, Product Development, Negotiation, Business Development, Direct Sales, Budgets, Public Relations, Pricing, Cold Calling

Education
Southern Methodist University - Cox School of Business   2010 — 2011
Graduate Certificate Program, Marketing

Southern Methodist University   2001 — 2005
B.A., Corporate Communications & Public Affairs

Arkansas School for Mathematics, Sciences & the Arts   1999 — 2001
Liberal Arts and Sciences, General Studies and Humanities

Rebecca Isaacs Rebecca Isaacs New York, New York Details
Rebecca Isaacs's Strategies for Wealth Experience May 2008 - August 2008
Job Law Clerk, Clifford Chance US LLP
Industry Law Practice
Experience
Clifford Chance US LLP  September 2015 - Present
U.S. Securities and Exchange Commission   September 2014 - December 2014
Allianz Global Investors  June 2014 - August 2014
Financial Industry Regulatory Authority  January 2014 - April 2014
United States Bankruptcy Court, E.D.N.Y.   May 2013 - December 2013
Cravath, Swaine & Moore LLP   July 2010 - July 2012
Cravath, Swaine & Moore LLP   June 2009 - August 2009
Strategies for Wealth   May 2008 - August 2008

Skills
Legal Research, Westlaw, Lexis, Litigation, Corporate Law

Education
Brooklyn Law School

University of Miami   2006 — 2010
BBA, Business Law, International Studies

Tel Aviv University   2009 — 2009

Vincent J. Conigliaro Vincent J. Conigliaro Greater New York City Area Details
Vincent J. Conigliaro's Strategies for Wealth Experience January 2015 - Present
Job Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   January 2015 - Present
First Premier Financial   November 2004 - Present
MassMutual Metro New York  April 2013 - January 2015
New York Life Insurance Company  March 2010 - April 2013
V&J Consultants Ltd.   October 2002 - June 2008
Mortgage Links   April 2003 - July 2004
Discount funding   April 2002 - April 2003
Ameriquest Mortgage Company Ameriquest Mortgage  May 2000 - April 2002

Skills
Disability Insurance, Long-term Care, Annuity, Retirement, Mortgage, Term Life Insurance, Estate Planning, Whole Life, Fixed Annuities, Life Insurance, Pensions, Buy-sell Agreements, Asset Allocation, Key Person Insurance, Mortgage Lending, Refinance, Insurance, Retirement Planning, Long Term Care Insurance, Financial Planners, Financial Services, Universal Life, Finance, 401k, Wealth Accumulation, Wealth Management, Wealth, Strategic Financial..., Small Business, Financial Advisory, Investments, Financial Planning, Leadership, Sales, Management, Health Insurance

Education
CSI   1997 — 2000
Business

City University of New York-College of Staten Island   1997 — 2000
Associate's degree, Business

Asha Smith Asha Smith San Francisco Bay Area Details
Asha Smith's Strategies for Wealth Experience September 2009 - June 2011
Job Executive Assistant at American Shared Hospital Services
Industry Executive Office
Experience
American Shared Hospital Services  June 2015 - Present
Macerich  January 2015 - May 2015
Stifel Financial Corp.  September 2014 - January 2015
San Francisco State University  September 2013 - August 2014
Little Steps   May 2012 - May 2013
Strategies for Wealth   September 2009 - June 2011
Vibe Magazine  January 2008 - March 2008
Montefiore Medical Center  June 2005 - May 2007

Skills
Non-profits, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Customer Service, Research, Outlook, Facebook, Grant Writing, Data Entry, Social Networking, Community Outreach, Microsoft Excel, Qualitative Research, Nonprofits, Event Planning

Education
State University of New York College at Purchase   2008 — 2012
Bachelor of Arts (B.A.), Sociology and Arts Management

Ossining High School   2004 — 2008

Brian Hoorwitz Brian Hoorwitz New York, New York Details
Brian Hoorwitz's Strategies for Wealth Experience May 2012 - June 2012
Job Associate at Capco
Industry Financial Services
Experience
Capco  July 2015 - Present
Jefferies LLC  May 2014 - August 2014
Circulo Inmobiliario Meridiana   January 2014 - May 2014
Deitz Associates   October 2009 - December 2013
Camp Equinunk  June 2010 - August 2013
Strategies for Wealth   May 2012 - June 2012
Turf Island   September 2008 - June 2011

Skills
Time Management, Management, Marketing, Strategy, Training, Sales, SEO, Sports, Recruiting, Microsoft Excel, Finance, Leadership, Market Research, Public Speaking, Social Media Marketing, Presentations, Microsoft Word, Microsoft Office, PowerPoint, Social Media

Education
Indiana University - Kelley School of Business   2011 — 2015

Passed Level I of the CFA Program

Jeremy Rubin Jeremy Rubin Weston, Massachusetts Details
Jeremy Rubin's Strategies for Wealth Experience May 2012 - September 2012
Job Professional Golfer
Industry Financial Services
Experience
Titleist  June 2013 - May 2015
Strategies for Wealth   May 2012 - September 2012
Wayland Country Club   June 2007 - June 2011
Vector Marketing  June 2010 - August 2010
Williams College Investment Office  May 2009 - June 2009
Vineyard Golf Club  July 2006 - August 2006

Skills
Due Diligence, PowerPoint, Sales, Research, Event Planning, Microsoft Excel, Public Speaking

Education
Franklin & Marshall College   2009 — 2013
Bachelor of Arts, Business, Organizations, and Society, American Studies, and Spanish

Universitat Autònoma de Barcelona   2011 — 2011

Weston High School   2007 — 2009

The Governor's Academy   2006 — 2007

Beverly Gandy Beverly Gandy Stamford, Connecticut Details
Beverly Gandy's Strategies for Wealth Experience September 2006 - Present
Job Administrative Assistant at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   September 2006 - Present

Skills
Lotus Notes, Outlook, Data Entry, PowerPoint, Microsoft Excel, Microsoft Word, Access, Customer Service, Microsoft Office, Event Planning

Education
Pace University - Lubin School of Business   1999 — 2001
Certificate, Computer and Information Sciences and Support Services

Brooks College   1992 — 1994
Fashion/Apparel Design

Herico Baez Herico Baez Greater New York City Area Details
Herico Baez's Strategies for Wealth Experience September 2013 - February 2014
Job MBA.
Industry
Experience
The B&M Group (Contractors and Developers)   July 2014 - Present
GLOBAL ACCOUNTING SERVICES LIMITED   February 2014 - August 2014
Strategies for Wealth   September 2013 - February 2014
Dominican Republic Ministry for Industry and Commerce   February 2013 - January 2014
Dominican Republic Ministry for Industry and Commerce   May 2011 - October 2012
. H. Baez Group (Next Drink Market)   January 2009 - October 2010

Skills
Course management and..., Introductory course to..., Sanitary and..., Workshop on subsidies..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Spanish, Insurance, Payroll Taxes, Drake Tax Software, Sales Tax

Education
Universidad Iberomericana   2012 — 2013
Master of Business Administration (MBA), Negocios

Universidad Iberomericana   2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General

Florida International University
International Business Certificate

Alex Lav Alex Lav Hoboken, New Jersey Details
Alex Lav's Strategies for Wealth Experience September 2014 - Present
Job Associate to Chet Schwartz at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   September 2014 - Present
Cannataro Park Avenue Financial   October 2012 - July 2014
Northwestern Mutual  June 2012 - October 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Event Planning, Public Speaking, Facebook, Access, Customer Service, Outlook, Social Networking, Leadership, Social Media Marketing, Bloomberg, Editing, Management

Education
University of Delaware   2008 — 2012
Bachelor of Science (BS), Finance and MIS

Alexander Somer Alexander Somer Greater Atlanta Area Details
Alexander Somer's Strategies for Wealth Experience September 2012 - July 2013
Job MBA Seeking Data Analytics and Marketing Research Positions
Industry Market Research
Experience
Lift361  July 2015 - Present
Citi Group Consulting Project   September 2014 - December 2014
Wasserman Media Group  September 2014 - December 2014
Fort Lauderdale Strikers Football Club   May 2014 - September 2014
Strategies for Wealth   September 2012 - July 2013

Skills
Microsoft Office, Community Outreach, Research, Public Speaking, Customer Service, Sports Marketing, Sports Management, European History, R, Minitab, Data Analysis, Data Mining, Marketing Research, Logistic Regression, Regression Analysis, Data Science, Big Data, Marketing Communications, Marketing Management, Business Intelligence, Business Communications, Microsoft Word, Management, Microsoft Excel, PowerPoint, Event Planning, Social Media

Education
University of Miami - School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Management Science and Marketing

Queens College   2009 — 2011
Bachelor's degree, History

Jon Silverberg Jon Silverberg Greater New York City Area Details
Jon Silverberg's Strategies for Wealth Experience January 2005 - December 2007
Job Financial Specialist; Business Broker/Coml R E Sales; Asst Exec Director, Webmaster, Long Island Golf Association
Industry Insurance
Experience
MedInsure.biz   March 2008 - Present
Long Island Golf Association   January 2001 - Present
Arnold & Arnold   January 2002 - December 2012
Strategies for Wealth   January 2005 - December 2007
The City of New York  January 1973 - December 2000

Skills
Disability Insurance, Employee Benefits, Life Insurance, Health Insurance, Insurance, Long-term Care, Retirement Planning, Small Business, Long Term Care Insurance, Retirement, Estate Planning, Securities, Fixed Annuities, Leadership, Sales, Customer Service, Wealth Management

Education
University of North Carolina at Chapel Hill   1969 — 1971
Master of Arts (M.A.), Political Science and Government

City University of New York-Brooklyn College   1965 — 1969
BA, Political Science

Shane Parouse, ChFC Shane Parouse, ChFC Greater New York City Area Details
Shane Parouse, ChFC's Strategies for Wealth Experience January 2003 - February 2008
Job Managing Director
Industry Financial Services
Experience
Center for Wealth Preservation, MassMutual Long Island Metro   February 2008 - Present
Strategies for Wealth   January 2003 - February 2008
Schonfeld Securities  September 1999 - August 2002

Skills
Retirement, Financial Planning, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, Financial Organization, Financial Coordination, Fixed Annuities, Strategic Financial..., Portfolio Management, Financial Services, Employee Benefits, Retirement Planning, Financial Planners, Securities, Wealth Management, Mutual Funds, Financial Advisory, Finance, Entrepreneurship, Asset Allocation, Insurance, Management, 401k, Wealth Management..., Estate Planning

Education
The American College   2005 — 2009
ChFC

Landmark Education   2004 — 2007

Arizona State University   1997 — 1999
BA

Hofstra University   1989 — 1991

Andrew Pargament Andrew Pargament Greater New York City Area Details
Andrew Pargament's Strategies for Wealth Experience August 2010 - May 2014
Job Executive Director, Head of Counterparty Risk and Financial Insitutions USA at BBVA
Industry Financial Services
Experience
KCG Holdings, Inc.   April 2011 - October 2014
Strategies for Wealth   August 2010 - May 2014
ING  June 2004 - October 2010
Credit Lyonnais Securities  July 2000 - June 2004
HSBC  July 1998 - July 2000
RBS Greenwich Capital  June 1996 - June 1998
PaineWebber Inc.  June 1992 - June 1996
Salomon Brothers  November 1987 - June 1992

Skills
Credit, Asset Management, Credit Risk, Series 7, Insurance, Due Diligence, Risk, Risk Management, Derivatives, Fixed Income, Financial Analysis, Bloomberg, Credit Analysis, Hedge Funds, Series 63, Term Life Insurance, Whole Life, Asset Managment, Financial Risk, Mutual Funds, Finance, Capital Markets, Portfolio Management

Education
Stony Brook University   1983 — 1987
BS, Economics / Math

Iona College   1991 — 1993
Master of Business Administration (M.B.A.), Business Administration; Financial Management;

Brianne Levine Brianne Levine Greater Los Angeles Area Details
Brianne Levine's Strategies for Wealth Experience May 2008 - April 2010
Job Area Manager, Amazon.com
Industry Retail
Experience
Amazon  July 2014 - Present
Vantage Apparel  May 2013 - August 2013
Vantage Apparel  May 2012 - August 2012
University of Maryland Clark School of Engineering  September 2011 - May 2012
Strategies for Wealth   May 2008 - April 2010

Skills
PowerPoint, Word, Social Media, Excel, Six Sigma, Microsoft Excel, Public Speaking

Education
University of Maryland College Park   2010 — 2014
BS, Operations Management and Marketing

Stephanie Skalicky Stephanie Skalicky Greater New York City Area Details
Stephanie Skalicky's Strategies for Wealth Experience April 2009 - January 2014
Job Client Recruitment Specialist at American Express
Industry Financial Services
Experience
American Express  February 2014 - Present
Strategies for Wealth   April 2009 - January 2014
Mission Staffing  September 2006 - March 2009
PricewaterhouseCoopers USA  2003 - 2006

Skills
Full-cycle Recruiting, Internet Recruiting, Creative Sourcing, Candidate Selection, Candidate Assessment, Recruitment Operations, Strategic Sourcing, Annual Reports, Annual Planning, Reporting & Analysis, Social Media Marketing, Social Networking, Alumni Relations, New Hire Orientations, Resource Management, Email Marketing, Employee Relations, Performance Management, Onboarding, Strategic Financial..., Recruiting, Talent Management, Sourcing, Insurance, SDLC, Vendor Management, Training, Human Resources, Temporary Placement, Interviews, Leadership, Management, Financial Planning

Education
Penn State University
BS, Business

Sung Wi Sung Wi Greater New York City Area Details
Sung Wi's Strategies for Wealth Experience April 2011 - January 2014
Job Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   April 2011 - January 2014
Advanced Wealth Solutions, LLC.   October 2009 - April 2011
MetLife  May 2005 - September 2009

Skills
Wealth Management, Retirement, Insurance, Mutual Funds, Series 7, Retirement Planning, Disability Insurance, Long-term Care, Fixed Annuities, Financial Planners, Pensions, Asset Management, Investment Advisory, 401k, Life Insurance, Series 63, Estate Planning, IRAs, Finance, Securities, Financial Planning

Education
Penn State University   1998 — 2002
Bachelors of Science, Business Administration with a concentration in Management

Leigh Fisher Savar Leigh Fisher Savar New York, New York Details
Leigh Fisher Savar's Strategies for Wealth Experience November 2001 - December 2011
Job Advocate/ Consultant
Industry Individual & Family Services
Experience
Strategies for Wealth   November 2001 - December 2011
Berkshire Learning Center   June 1995 - November 1996

Education
New York University   1997 — 1999
Master of Social Work (MSW)

University of Pennsylvania   1991 — 1995
BA

Michael D'Amato Michael D'Amato Greater New York City Area Details
Michael D'Amato's Strategies for Wealth Experience January 2015 - Present
Job Financial Advisor at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   January 2015 - Present
Aegis Capital  November 2012 - November 2013
National Securities  January 2011 - March 2012
JP Turner & Company  January 2007 - January 2011

Skills
Equities, Financial Analysis, Investments, Portfolio Management, Securities, Options, Retirement Planning, Retirement, Strategic Financial..., Credit, Risk Management, Stock Market, Insurance, Wealth Management

Education
Middlesex County College   1991 — 1993
Associate's degree, Biology, General

Madison Central High School   1987 — 1991

Jordana Marx Jordana Marx Greater New York City Area Details
Jordana Marx's Strategies for Wealth Experience August 2007 - Present
Job Marketing Coordinator at Strategies For Wealth
Industry Financial Services
Experience
Strategies For Wealth   August 2007 - Present

Education
University at Albany, SUNY   2003 — 2007
BA, Sociology

Dean Silverman Dean Silverman Greater New York City Area Details
Dean Silverman's Strategies for Wealth Experience September 2001 - Present
Job Financial Planner at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   September 2001 - Present
Aspetuck Capital   January 1999 - August 2001
LHB Trading   January 1996 - December 1998
Silver Sports Trading Co   January 1993 - December 1995
Force Fabrics   January 1992 - December 1993
Citibank  1990 - 1992

Skills
Strategic Financial..., Corporate Benefits, Insurance, Life Insurance, Disability Insurance, Long-term Care, Retirement Planning, Wealth Management, Series 7, Securities, Portfolio Management, Equities

Education
University of Hartford   1985 — 1989
Bachelor of Business Administration (BBA), Economics/Finance

Ellen Burke Ellen Burke Greater New York City Area Details
Ellen Burke's Strategies for Wealth Experience January 2012 - Present
Job Helping individuals and small companies with retirement and insurance needs
Industry Real Estate
Experience
Strategies for Wealth   January 2012 - Present
Rockwood Real Estate Advisors  December 1996 - December 2011
Rosen Seymour Shapss Martin & Company LLP  1986 - 1996
Adam Young  1979 - 1986

Education
Iona College   1976 — 1980
MBA, Accounting

Columbia College (NY)   1965 — 1966
MS, Spanish

Boston University
BS, Languages

Ronald Rapchik Ronald Rapchik Greater New York City Area Details
Ronald Rapchik's Strategies for Wealth Experience 2003 - Present
Job Financial Advisor at Park Avenue Securities/ Strategies For Wealth
Industry Financial Services
Experience
Park Avenue Securities/ Strategies For Wealth   January 2003 - Present
Strategies for Wealth   2003 - Present
Commodity Exchange   January 1978 - July 1996

Education
LIU Post   1974 — 1976
MS, Accounting

LIU Brooklyn   1966 — 1970
BS, Finance

Oksana Izbyanska Oksana Izbyanska Greater New York City Area Details
Oksana Izbyanska's Strategies for Wealth Experience October 2014 - May 2015
Job Seeking new opportunities in Marketing
Industry Wholesale
Experience
AMG Global LLC   May 2015 - Present
Strategies for Wealth   October 2014 - May 2015
Pivotal Payments  May 2011 - November 2012
Quality Air Care   June 2010 - July 2011
AIESEC  September 2009 - May 2010
AIESEC  September 2006 - May 2010
Benetton  February 2008 - September 2008

Skills
Event Management, Project Management, Team Management, Marketing, Strategic Planning, Team Leadership, Strategy, Sales, Negotiation, Management, Leadership, CRM, Merchandising, Marketing Communications, Sales Operations, Budgets, Inventory Management, Business Administration, Fundraising, Creative Arts, Event Planning

Education
Baruch College, City University of New York (CUNY)   2012 — 2014
Bachelor's Degree, Cum laude in Marketing, 3.6 GPA

Ternopil National Economic University   2005 — 2010
Master's Degree, Business Administration, 3.7

Sapienza Università di Roma   2009 — 2009
Master Course, Crisis Management

James Guzman James Guzman Greater New York City Area Details
James Guzman's Strategies for Wealth Experience September 2008 - Present
Job Financial Planning at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth   September 2008 - Present
Aflac  January 2008 - May 2008
Chevron  June 2007 - August 2007
Children's Aid Society  June 2006 - August 2006

Education
University at Albany, SUNY   2004 — 2008
BS, Business Administration

Bill Angarano Bill Angarano Greater New York City Area Details
Bill Angarano's Strategies for Wealth Experience presidentWealth&Joy Accelerated,LLCJanuary 2004 - Present
Job field rep at Guardian Life Insurance
Industry Financial Services
Experience
Strategies for Wealth   presidentWealth&Joy Accelerated,LLCJanuary 2004 - Present
Guardian Life Insurance  May 1983 - Present
Connecticut Mutual Life  September 1977 - January 1983

Education
Georgetown University   1971 — 1972
liberal arts

Tyler Igielski Tyler Igielski Chicago, Illinois Details
Tyler Igielski's Strategies for Wealth Experience December 2011 - May 2012
Job Advisory Experienced Associate at PwC
Industry Management Consulting
Experience
PwC  October 2014 - Present
GE  July 2012 - September 2014
Strategies for Wealth   December 2011 - May 2012
GE  June 2011 - August 2011

Education
Fordham University   2008 — 2012
Bachelor of Science (B.S.), Finance, General

Russell Heller, MBA Russell Heller, MBA Greater New York City Area Details
Russell Heller, MBA's Strategies for Wealth Experience July 2008 - August 2008
Job Economic Scenario Management Associate at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co.   August 2015 - Present
JPMorgan Chase  August 2013 - Present
Visiting Nurse Service of New York  April 2012 - August 2013
Visiting Nurse Service of New York  October 2010 - May 2012
Young Judaea  January 2009 - July 2010
Strategies for Wealth   July 2008 - August 2008
Visiting Nurse Service of New York  June 2007 - August 2007

Skills
Leadership, Strategic Planning, Analysis, Microsoft Office, Financial Analysis, Sales, Insurance, Social Media, Investments, Nonprofits, Event Planning, Facebook, PowerPoint, Databases, Public Speaking, Microsoft Excel, Social Media Marketing, Research, Recruiting, Salesforce.com, Strategy, Management, Marketing

Education
Fordham University - Graduate School of Business Administration   2011 — 2014
MBA, Finance

Rutgers University-New Brunswick   2005 — 2009
Bachelor of Arts, Economics

Jeannie Jackson Jeannie Jackson New York, New York Details
Jeannie Jackson's Strategies for Wealth Experience June 2015 - Present
Job Advisor at Strategies For Wealth
Industry Insurance
Experience
Strategies for Wealth   June 2015 - Present
Harrison & Morgan   January 1997 - Present
Seido Karate   1991 - Present
The Paul Revere Life Insurance Company  July 1991 - December 1996

Skills
Employee Benefits, Negotiation, Insurance, Strategic Planning, Time Management, Disability Insurance, Public Speaking, Budgets, Health Insurance, New Business Development, Team Building, Healthcare, Medicine, Marketing Strategy, Life Insurance, Dental Insurance, Group Benefit Plans, Long Term Care Insurance, State disability plans

Education
Iona College   1986 — 1991
Bachelor of Arts (B.A.), Communication, General

Sacred Heart High School   1983 — 1986

Amit Bhushan Amit Bhushan Greater New York City Area Details
Amit Bhushan's Strategies for Wealth Experience September 2015 - Present
Job Talent Acquisition Specialist
Industry Financial Services
Experience
Strategies for Wealth   September 2015 - Present
College Works Painting  February 2015 - September 2015
James Alpha Management  July 2015 - August 2015
Wells Fargo Advisors  June 2014 - August 2014
Inditex - Zara  May 2011 - May 2013

Skills
Microsoft Excel, Marketing Strategy, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Teamwork, Time Management, Research, Social Media, Leadership, Event Planning, Finance, Sales, Social Networking, Management, Facebook, Communication, Data Analysis, Marketing, Strategic Planning

Education
University of Connecticut   2011 — 2016
Bachelor's degree, Economics

G.D. Goenka World School   2009 — 2011
International Baccalaureate

Christopher Lo Basso Christopher Lo Basso Greater New York City Area Details
Christopher Lo Basso's Strategies for Wealth Experience September 2010 - October 2011
Job Independent Insurance Broker at HG Benefits
Industry Financial Services
Experience
HG Benefits   October 2011 - Present
Strategies for Wealth   September 2010 - October 2011
European Galleries Ltd   May 1985 - June 2010

Skills
Disability Insurance, Insurance Planning, Long Term Care, Retirement Planning, Income Protection, Retirement, Group Benefits, Health Insurance, Fixed Annuities, Long-term Care, Estate Planning, Insurance, Financial Planners, Life Insurance, Employee Benefits, Small Business

Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting

Brett Mahoney Brett Mahoney Greater New York City Area Details
Brett Mahoney's Strategies for Wealth Experience January 2011 - May 2011
Job Senior Financial Analyst at New YorkPresbyterian Hospital
Industry Hospital & Health Care
Experience
New York-Presbyterian Hospital  June 2015 - Present
Lifetime Brands  January 2015 - June 2015
Lifetime Brands  October 2011 - December 2014
National Football League  February 2011 - August 2011
Strategies for Wealth   January 2011 - May 2011
AAR Corporation  June 2009 - September 2010
The Nature Conservancy  June 2002 - September 2010
Citidex.com   May 2008 - September 2008

Education
Fordham University - Graduate School of Business Administration   2011 — 2015
MBA, Finance

Fordham University   2007 — 2011
Business Administration, Finance and Information Systems

Jesse DeBiase Jesse DeBiase Greater New York City Area Details
Jesse DeBiase's Strategies for Wealth Experience August 2011 - May 2012
Job Student at Fordham University
Industry Financial Services
Experience
Fortress Investment Group  June 2012 - May 2013
Strategies for Wealth   August 2011 - May 2012

Education
Fordham University   2009 — 2013
Bachelor of Science (B.S.), Finance and Computer Science, Senior

Westlake High School

Keith Donofrio Keith Donofrio Greater New York City Area Details
Keith Donofrio's Strategies for Wealth Experience May 2011 - August 2011
Job Aegis Capital Corp. Equity Capital Markets, Institutional Sales
Industry Financial Services
Experience
Aegis Capital Corp.  August 2012 - Present
Aegis Capital Corp.  May 2012 - August 2012
Strategies for Wealth   May 2011 - August 2011

Skills
Microsoft Excel, Capital Markets, Financial Modeling, Investments, Business Brokerage, Microsoft Word, Public Speaking, PowerPoint

Education
Quinnipiac University
Bachelor of Science (B.S.), Entrepreneurship and Investment Finance

Nadene Maresca Nadene Maresca New York, New York Details
Nadene Maresca's Strategies for Wealth Experience February 2014 - September 2014
Job Executive Assistant at Teachers College, Columbia University
Industry Education Management
Experience
Strategies for Wealth   February 2014 - September 2014
Teachers College, Columbia University  July 2012 - February 2014
BCL Wealth Management   2004 - 2012
New York University  2001 - 2004
Fashion Institute of Technology  1998 - 2001

Skills
Microsoft Word, Excel,..., Leadership, Event Planning, Higher Education, Nonprofits, Public Speaking, Social Media, Fundraising, Program Development, Community Outreach, Teaching, Editing, Staff Development, Microsoft Office, Grant Writing, Research, Event Management, PowerPoint, Leadership Development, Program Evaluation, Social Networking

Education
Long Island University, Brooklyn Campus   1995 — 1996
Masters Degree in Science, Counselor Education/School Counseling and Guidance Services

SUNY Plattsburgh   1990 — 1994
Bachelor of Arts (BA), Communication and Media Studies

NYU

Kyle Hoeft Kyle Hoeft Schenectady, New York Details
Kyle Hoeft's Strategies for Wealth Experience June 2014 - August 2014
Job Senior Portfolio Administrator at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company  June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   September 2014 - Present
Strategies for Wealth   June 2014 - August 2014
Ameriprise Financial Services, Inc.   January 2014 - June 2014
Phi Gamma Delta  November 2013 - June 2014

Skills
Econometrics, Macroeconomics, Microeconomics, Monetary Economics, Financial Analysis, Spanish, Financial Modeling, Finance, Corporate Finance, Due Diligence, Accounting, Financial Reporting, Valuation, Risk Management, Fixed Income, Microsoft Office, Microsoft Excel

Education
Union College   2011 — 2015
Managerial Economics, Spanish

Spackenkill High School

Spackenkill High School

Andrea Campanelli Andrea Campanelli Greater New York City Area Details
Andrea Campanelli's Strategies for Wealth Experience February 2013 - August 2013
Job Sisley Cosmetics
Industry Marketing and Advertising
Experience
Sisley Cosmetics  September 2015 - Present
MSLGROUP  June 2015 - August 2015
Maria Fareri Children's Hospital  October 2014 - May 2015
Hott Blow Dry & Beauty Lounge   January 2014 - July 2014
The Viking News  May 2012 - December 2013
Strategies for Wealth   February 2013 - August 2013

Skills
Public Relations, Marketing, Press Releases, Event Planning, Social Media, PowerPoint, Public Speaking, Marketing Communications, Writing, CisionPoint, Media Monitoring, Media Auditing, Strategic Public...

Education
Iona College   2013 — 2015
Bachelor's degree, Public Relations, Advertising, and Applied Communication

Westchester Community College   2011 — 2013
Associate of Arts and Sciences (A.A.S.), Mass Communication/Media Studies

State University of New York College at Cortland   2010 — 2011
Liberal Arts and Sciences/Liberal Studies