TAG Associates, LLC
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TAG Associates, LLC Employees
Employee
Years
Job
Industry
Martina Weihs-Werner Martina Weihs-Werner's TAG Associates, LLC Experience May 2014 - June 2015
Job Managing Director at TAG Associates LLC
Industry Accounting
Experience
TAG Associates LLC May 2014 - June 2015
Independent August 2013 - May 2014
Anchin, Block & Anchin LLP November 2009 - July 2013
Eisner & Lubin January 2009 - November 2009
Eisner & Lubin July 2004 - December 2008
Eisner & Lubin December 2000 - June 2004
Polakoff & Michaelson November 1999 - November 2000
Skills
High Net Worth..., Trusts, Tax, International Tax, Gift Tax, Fiduciary Accounting, Estate Tax Planning, Tax Research, Tax Law, Financial Planners, Wealth, Partnership Taxation, Estate Planning, Tax Accounting, Tax Advisory, Fiduciary
Education
Pace University - Lubin School of Business 2006 — 2008
Master, Taxation
WU (Vienna University of Economics and Business)
Master, Economics, MBA
TAG Associates LLC May 2014 - June 2015
Independent August 2013 - May 2014
Anchin, Block & Anchin LLP November 2009 - July 2013
Eisner & Lubin January 2009 - November 2009
Eisner & Lubin July 2004 - December 2008
Eisner & Lubin December 2000 - June 2004
Polakoff & Michaelson November 1999 - November 2000
Skills
High Net Worth..., Trusts, Tax, International Tax, Gift Tax, Fiduciary Accounting, Estate Tax Planning, Tax Research, Tax Law, Financial Planners, Wealth, Partnership Taxation, Estate Planning, Tax Accounting, Tax Advisory, Fiduciary
Education
Pace University - Lubin School of Business 2006 — 2008
Master, Taxation
WU (Vienna University of Economics and Business)
Master, Economics, MBA
Doug Whittlesey, CFA Doug Whittlesey, CFA's TAG Associates, LLC Experience February 2008 - June 2011
Job Practice Manager at DartmouthHitchcock
Industry Hospital & Health Care
Experience
Dartmouth-Hitchcock April 2015 - Present
Whittlesey Consulting September 2010 - Present
Dartmouth-Hitchcock September 2013 - April 2015
Dartmouth-Hitchcock August 2012 - August 2013
TAG Associates LLC February 2008 - June 2011
Lake Partners, Inc. October 2006 - September 2007
Skills
Hedge Funds, Due Diligence, Financial Analysis, Wealth Management, Strategic Financial..., Portfolio Management, Analysis, Data Analysis, Microsoft Excel, Financial Modeling, Investment Advisory, Investments, Investment Strategies, Investment Research, Chartered Financial..., Green Belt, Lean Six Sigma, Quality Improvement, Process Improvement, Accounting, Personal Financial..., Microsoft Office, PeopleSoft, Visio, Finance, Statistics, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
Hamilton College 2002 — 2006
Bachelor of Arts, World Politics, Economics
Dartmouth-Hitchcock April 2015 - Present
Whittlesey Consulting September 2010 - Present
Dartmouth-Hitchcock September 2013 - April 2015
Dartmouth-Hitchcock August 2012 - August 2013
TAG Associates LLC February 2008 - June 2011
Lake Partners, Inc. October 2006 - September 2007
Skills
Hedge Funds, Due Diligence, Financial Analysis, Wealth Management, Strategic Financial..., Portfolio Management, Analysis, Data Analysis, Microsoft Excel, Financial Modeling, Investment Advisory, Investments, Investment Strategies, Investment Research, Chartered Financial..., Green Belt, Lean Six Sigma, Quality Improvement, Process Improvement, Accounting, Personal Financial..., Microsoft Office, PeopleSoft, Visio, Finance, Statistics, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
Hamilton College 2002 — 2006
Bachelor of Arts, World Politics, Economics
Stanley Kong, CFA Stanley Kong, CFA's TAG Associates, LLC Experience February 2004 - August 2010
Job Sr. Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group March 2014 - Present
Eze Software Group January 2013 - March 2014
Personal Venture / Free Lance Consulting December 2011 - December 2012
SS&C Technologies August 2010 - November 2011
TAG Associates LLC February 2004 - August 2010
Skills
Asset Managment, Hedge Funds, Portfolio Management, Financial Services, Due Diligence, Investments, Accounting, Mutual Funds, Asset Management, Financial Analysis, Financial Risk, Investor Relations, Asset Allocation, Equities
Education
State University of New York at Buffalo - School of Management 1999 — 2003
Bachelor of Science (B.S.), Business Adminstration - Finance & Management Information Systems
Eze Software Group March 2014 - Present
Eze Software Group January 2013 - March 2014
Personal Venture / Free Lance Consulting December 2011 - December 2012
SS&C Technologies August 2010 - November 2011
TAG Associates LLC February 2004 - August 2010
Skills
Asset Managment, Hedge Funds, Portfolio Management, Financial Services, Due Diligence, Investments, Accounting, Mutual Funds, Asset Management, Financial Analysis, Financial Risk, Investor Relations, Asset Allocation, Equities
Education
State University of New York at Buffalo - School of Management 1999 — 2003
Bachelor of Science (B.S.), Business Adminstration - Finance & Management Information Systems
Dianne Barclay Dianne Barclay's TAG Associates, LLC Experience January 1998 - March 2012
Job Licensed Acupuncturist
Industry Alternative Medicine
Experience
Acupuncture Works VT 2012 - Present
TAG Associates, LLC January 1998 - March 2012
Marks Paneth & Shron LLP January 1996 - January 1998
Deutsche Bank January 1993 - January 1996
Arthur Andersen September 1990 - January 1993
Towers Watson April 1985 - September 1989
Skills
CPA
Education
Tri-State College of Acupuncture 2009 — 2012
Master of Science (MS), Acupuncture and Oriental Medicine
Institute for Integrative Nutrition 2006 — 2007
Certificate, Holistic Health
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Accounting
Kalamazoo College 1975 — 1979
BA, Theater Arts
Acupuncture Works VT 2012 - Present
TAG Associates, LLC January 1998 - March 2012
Marks Paneth & Shron LLP January 1996 - January 1998
Deutsche Bank January 1993 - January 1996
Arthur Andersen September 1990 - January 1993
Towers Watson April 1985 - September 1989
Skills
CPA
Education
Tri-State College of Acupuncture 2009 — 2012
Master of Science (MS), Acupuncture and Oriental Medicine
Institute for Integrative Nutrition 2006 — 2007
Certificate, Holistic Health
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Accounting
Kalamazoo College 1975 — 1979
BA, Theater Arts
Elaine Choy Elaine Choy's TAG Associates, LLC Experience March 2000 - Present
Job Analyst at TAG Associates, LLC
Industry Financial Services
Experience
TAG Associates, LLC March 2000 - Present
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Management, Investments, Trading, Portfolio Management, Capital Markets, Private Equity, Securities
Education
State University of New York at Buffalo - School of Management 1996 — 1999
TAG Associates, LLC March 2000 - Present
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Management, Investments, Trading, Portfolio Management, Capital Markets, Private Equity, Securities
Education
State University of New York at Buffalo - School of Management 1996 — 1999
Mark Gadzik's TAG Associates, LLC Experience April 2006 - April 2013
Job Manager EIS Reporting at St. Francis Hospital and Medical Center
Industry Computer Software
Experience
St. Francis Hospital and Medical Center December 2014 - Present
Fortress Risk Management, LLC November 2013 - December 2014
Fortress Risk Management, LLC April 2013 - November 2013
TAG Associates, LLC April 2006 - April 2013
Skills
Hedge Funds, Banking, Financial Services, Business Analysis, Process Improvement, SDLC, Requirements Gathering, Analysis, Business Process, Requirements Analysis, Integration, Business Intelligence, Vendor Management, Software Project..., Management, Executive Management, Risk Management
Education
University of New Haven 1980 — 1985
Master's degree, Management Information Systems, General
Central Connecticut State College 1976 — 1979
Bachelor's degree, Computer Science
St. Francis Hospital and Medical Center December 2014 - Present
Fortress Risk Management, LLC November 2013 - December 2014
Fortress Risk Management, LLC April 2013 - November 2013
TAG Associates, LLC April 2006 - April 2013
Skills
Hedge Funds, Banking, Financial Services, Business Analysis, Process Improvement, SDLC, Requirements Gathering, Analysis, Business Process, Requirements Analysis, Integration, Business Intelligence, Vendor Management, Software Project..., Management, Executive Management, Risk Management
Education
University of New Haven 1980 — 1985
Master's degree, Management Information Systems, General
Central Connecticut State College 1976 — 1979
Bachelor's degree, Computer Science
Aleksandr Khaytin's TAG Associates, LLC Experience November 2000 - May 2007
Job Finance, Operations, Compliance, Investor Relations
Industry Financial Services
Experience
Daniloff Capital May 2007 - Present
TAG Associates, LLC November 2000 - May 2007
I/B/E/S International, Inc. February 1999 - November 2000
Skills
Portfolio Management, Due Diligence, Fund Of Funds, Hedge Funds, Management, Risk Management, Investments, Fixed Income, Private Equity, Asset Management, Equities, Mutual Funds, Financial Modeling, Alternative Investments, Emerging Markets, Securities, Compliance
Education
Pace University - Lubin School of Business 1996 — 2002
BS, Finance
Admiral Makarov National University of Shipbuilding 1986 — 1994
BS, Mechanical Engeneering
Daniloff Capital May 2007 - Present
TAG Associates, LLC November 2000 - May 2007
I/B/E/S International, Inc. February 1999 - November 2000
Skills
Portfolio Management, Due Diligence, Fund Of Funds, Hedge Funds, Management, Risk Management, Investments, Fixed Income, Private Equity, Asset Management, Equities, Mutual Funds, Financial Modeling, Alternative Investments, Emerging Markets, Securities, Compliance
Education
Pace University - Lubin School of Business 1996 — 2002
BS, Finance
Admiral Makarov National University of Shipbuilding 1986 — 1994
BS, Mechanical Engeneering
Diana Chiu's TAG Associates, LLC Experience April 2007 - April 2010
Job Portfolio Administrator at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2010 - Present
TAG Associates, LLC April 2007 - April 2010
Skills
Microsoft Office, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, PowerPoint, Equities, Securities, Management, Asset Management
Education
Stony Brook University 2002 — 2006
BS, Economics, Business Management
Neuberger Berman May 2010 - Present
TAG Associates, LLC April 2007 - April 2010
Skills
Microsoft Office, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, PowerPoint, Equities, Securities, Management, Asset Management
Education
Stony Brook University 2002 — 2006
BS, Economics, Business Management
Esmeralda Marchante's TAG Associates, LLC Experience May 2010 - January 2013
Job Corporate Trust Administrator at HSBC
Industry Financial Services
Experience
HSBC Bank USA January 2013 - Present
TAG Associates LLC May 2010 - January 2013
Citi-Spaces, LLC October 2008 - April 2010
Saks Fifth Avenue July 2007 - November 2008
American Agip July 2006 - July 2007
Education
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Business, Management and Finance
HSBC Bank USA January 2013 - Present
TAG Associates LLC May 2010 - January 2013
Citi-Spaces, LLC October 2008 - April 2010
Saks Fifth Avenue July 2007 - November 2008
American Agip July 2006 - July 2007
Education
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Business, Management and Finance
Carmelina Falzarano's TAG Associates, LLC Experience June 2011 - April 2014
Job Tax Manager at Vescio Family Advisors, LLC
Industry Financial Services
Experience
Vescio Family Advisors, LLC May 2014 - Present
TAG Associates LLC June 2011 - April 2014
Geller and Company February 2009 - December 2010
Skills
Tax Research, Tax, Income Tax, Tax Accounting, High Net Worth..., Corporate Tax, Tax Preparation, GAAP, Financial Modeling, General Ledger, Auditing
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BS, Accounting
Vescio Family Advisors, LLC May 2014 - Present
TAG Associates LLC June 2011 - April 2014
Geller and Company February 2009 - December 2010
Skills
Tax Research, Tax, Income Tax, Tax Accounting, High Net Worth..., Corporate Tax, Tax Preparation, GAAP, Financial Modeling, General Ledger, Auditing
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BS, Accounting
Chiu Liza's TAG Associates, LLC Experience September 2008 - Present
Job Investment Analyst at TAG Associates
Industry Investment Management
Experience
TAG Associates, LLC September 2008 - Present
TAG Associates, LLC February 2005 - August 2008
L’Oréal USA - Kérastase Paris and L’Oréal Professionnel Divisions February 2004 - October 2004
Skills
Due Diligence, Financial Analysis, Microsoft Excel
Education
University at Buffalo
TAG Associates, LLC September 2008 - Present
TAG Associates, LLC February 2005 - August 2008
L’Oréal USA - Kérastase Paris and L’Oréal Professionnel Divisions February 2004 - October 2004
Skills
Due Diligence, Financial Analysis, Microsoft Excel
Education
University at Buffalo