The Ayco Company
Description
Headquarters: Saratoga Springs, NY Founded: 1971 Parent organization: Goldman Sachs Asset Management LP Subsidiary: Ayco Asset Management
The Ayco Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Ayco Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Ayco Company Employees
Employee
Years
Job
Industry
Parker Stone Parker Stone's The Ayco Company Experience August 2014 - Present
Job Financial Analyst at The Ayco Company
Industry Marketing and Advertising
Experience
The Ayco Company August 2014 - Present
Red Sky Solutions March 2013 - Present
KMJ Corbin and Company June 2012 - August 2012
Toshiba Classic Golf Tournament February 2012 - March 2012
Newport Beach Breakers Tennis June 2011 - July 2011
Skills
Social Media, PowerPoint
Education
University of Southern California 2011 — 2014
University of Southern California 2011 — 2014
BA, Social Sciences - Economics
Corona Del Mar High School
The Ayco Company August 2014 - Present
Red Sky Solutions March 2013 - Present
KMJ Corbin and Company June 2012 - August 2012
Toshiba Classic Golf Tournament February 2012 - March 2012
Newport Beach Breakers Tennis June 2011 - July 2011
Skills
Social Media, PowerPoint
Education
University of Southern California 2011 — 2014
University of Southern California 2011 — 2014
BA, Social Sciences - Economics
Corona Del Mar High School
David Luellen David Luellen's The Ayco Company Experience August 1985 - December 2012
Job Retired from Ayco, Goldman Sachs
Industry Financial Services
Experience
Ayco, Goldman Sachs August 1985 - December 2013
The Ayco Company August 1985 - December 2012
The Ayco Company, L.P. August 1985 - December 2012
Skills
Investments, Strategic Financial..., Estate Planning, Wealth Management, High Net Worth..., Retirement Planning, Investment Advisory, Series 7, Mutual Funds, Wealth Management..., Asset Allocation, Retirement, Wealth, Securities, Financial Planners, Investment Strategies
Education
New England Law Boston 1982 — 1985
JD, Law
University at Albany, SUNY 1978 — 1982
Ayco, Goldman Sachs August 1985 - December 2013
The Ayco Company August 1985 - December 2012
The Ayco Company, L.P. August 1985 - December 2012
Skills
Investments, Strategic Financial..., Estate Planning, Wealth Management, High Net Worth..., Retirement Planning, Investment Advisory, Series 7, Mutual Funds, Wealth Management..., Asset Allocation, Retirement, Wealth, Securities, Financial Planners, Investment Strategies
Education
New England Law Boston 1982 — 1985
JD, Law
University at Albany, SUNY 1978 — 1982
Diana Bacon, CFP® Diana Bacon, CFP®'s The Ayco Company Experience June 1998 - May 2002
Job FeeOnly Investment Planning | Small Business & Personal Tax Advice | Financial Management
Industry Investment Management
Experience
Financial Strategies Group (FSG) January 2015 - Present
Bacon Financial Management, Inc. October 2006 - Present
Paratus Financial September 2004 - October 2006
Ernst & Young June 2002 - August 2004
The Ayco Company June 1998 - May 2002
Education
Dallas Baptist University
MBA, Finance
State University of New York at Albany 1994 — 1995
BS, Mathematics
California State University-Chico 1990 — 1994
Financial Strategies Group (FSG) January 2015 - Present
Bacon Financial Management, Inc. October 2006 - Present
Paratus Financial September 2004 - October 2006
Ernst & Young June 2002 - August 2004
The Ayco Company June 1998 - May 2002
Education
Dallas Baptist University
MBA, Finance
State University of New York at Albany 1994 — 1995
BS, Mathematics
California State University-Chico 1990 — 1994
Donna Sweeney Donna Sweeney's The Ayco Company Experience January 1990 - June 1996
Job Key Account Manager, Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc. September 1997 - Present
ING Financial Partners September 1997 - September 2014
The Ayco Company January 1990 - June 1996
Education
Siena College 1986 — 1989
BA, Finance
CERTIFIED FINANCIAL PLANNER™ Certification
Series 7, 24 & 63
Voya Financial Advisors, Inc. September 1997 - Present
ING Financial Partners September 1997 - September 2014
The Ayco Company January 1990 - June 1996
Education
Siena College 1986 — 1989
BA, Finance
CERTIFIED FINANCIAL PLANNER™ Certification
Series 7, 24 & 63
Philip Nolan's The Ayco Company Experience June 2007 - August 2007
Job Vice President Financial Institutions Group, National Accounts
Industry Investment Management
Experience
Neuberger Berman December 2013 - Present
Neuberger Berman March 2011 - January 2014
Venice Ventures 29, LLC June 2010 - March 2011
AllianceBernstein July 2008 - June 2010
The Ayco Company June 2007 - August 2007
Goldman Sachs June 2006 - August 2006
Education
Bentley University 2004 — 2008
Finance
Scuola Lorenzo de' Medici 2007 — 2007
Italian, History of Renaissance
Neuberger Berman December 2013 - Present
Neuberger Berman March 2011 - January 2014
Venice Ventures 29, LLC June 2010 - March 2011
AllianceBernstein July 2008 - June 2010
The Ayco Company June 2007 - August 2007
Goldman Sachs June 2006 - August 2006
Education
Bentley University 2004 — 2008
Finance
Scuola Lorenzo de' Medici 2007 — 2007
Italian, History of Renaissance
Aliyah Premji Aliyah Premji's The Ayco Company Experience April 2015 - Present
Job Assistant at The Ayco Company, L.P., a Goldman Sachs Company
Industry E-Learning
Experience
The Ayco Company April 2015 - Present
New York State Education Department October 2013 - January 2015
New York State Education Department August 2012 - March 2014
The College of Saint Rose August 2011 - December 2012
Cultural Education Center December 2007 - August 2012
The College of Saint Rose December 2007 - May 2011
Saint Madeline of Sophie School February 2011 - March 2011
Bell Top Elementary School January 2011 - February 2011
Holy Spirit School September 2006 - August 2007
Skills
Microsoft Office, Research, PowerPoint, Public Speaking, Social Media, Microsoft Word, Microsoft Excel, Teaching, Data Entry, Dreamweaver, Project Planning, Literacy, English language skills, English, Communication, Interpersonal..., Written & Verbal..., Writing, Data Analysis, Editing
Education
The College of Saint Rose 2011 — 2012
Master of Science (MS), Education
The College of Saint Rose 2007 — 2011
Bachelor of Science (BS), Education, 1-5
The Ayco Company April 2015 - Present
New York State Education Department October 2013 - January 2015
New York State Education Department August 2012 - March 2014
The College of Saint Rose August 2011 - December 2012
Cultural Education Center December 2007 - August 2012
The College of Saint Rose December 2007 - May 2011
Saint Madeline of Sophie School February 2011 - March 2011
Bell Top Elementary School January 2011 - February 2011
Holy Spirit School September 2006 - August 2007
Skills
Microsoft Office, Research, PowerPoint, Public Speaking, Social Media, Microsoft Word, Microsoft Excel, Teaching, Data Entry, Dreamweaver, Project Planning, Literacy, English language skills, English, Communication, Interpersonal..., Written & Verbal..., Writing, Data Analysis, Editing
Education
The College of Saint Rose 2011 — 2012
Master of Science (MS), Education
The College of Saint Rose 2007 — 2011
Bachelor of Science (BS), Education, 1-5
Mackenzie Dimitri Mackenzie Dimitri's The Ayco Company Experience 2009 - 2009
Job Associate Attorney at Einbinder & Dunn, LLP
Industry Law Practice
Experience
Einbinder & Dunn, LLP October 2013 - Present
Windels Marx Lane & Mittendorf, LLP October 2011 - September 2013
Appellate Term Supreme Court June 2011 - October 2011
LWS Media (Philippines) January 2011 - June 2011
Professor Deborah S. Kearns June 2009 - May 2010
Albany Law School Clinic & Justice Center August 2008 - May 2010
The Ayco Company 2009 - 2009
New York State Office of the Attorney General 2008 - 2008
Warren County District Attorney's Office 2006 - 2007
Skills
Litigation, Mediation, Estate Planning, Contract Negotiation, Tax Law, Legal Research, Legal Writing, Courts, Employment Law, Trusts, Bankruptcy, Commercial Litigation, Westlaw, Mergers & Acquisitions, Lexis, Civil Litigation, Corporate Law, Trials, Arbitration, Class Actions, Legal Assistance, LexisNexis, Depositions, Motions, Appeals, Intellectual Property, Dispute, Hearings, Research
Education
Albany Law School of Union University 2007 — 2010
Juris Doctor, Estate Planning
Syracuse University 2003 — 2007
Bachelor of Science, Public Relations (S.I. Newhouse School of Public Communications), Political Science
Queensbury High School
Einbinder & Dunn, LLP October 2013 - Present
Windels Marx Lane & Mittendorf, LLP October 2011 - September 2013
Appellate Term Supreme Court June 2011 - October 2011
LWS Media (Philippines) January 2011 - June 2011
Professor Deborah S. Kearns June 2009 - May 2010
Albany Law School Clinic & Justice Center August 2008 - May 2010
The Ayco Company 2009 - 2009
New York State Office of the Attorney General 2008 - 2008
Warren County District Attorney's Office 2006 - 2007
Skills
Litigation, Mediation, Estate Planning, Contract Negotiation, Tax Law, Legal Research, Legal Writing, Courts, Employment Law, Trusts, Bankruptcy, Commercial Litigation, Westlaw, Mergers & Acquisitions, Lexis, Civil Litigation, Corporate Law, Trials, Arbitration, Class Actions, Legal Assistance, LexisNexis, Depositions, Motions, Appeals, Intellectual Property, Dispute, Hearings, Research
Education
Albany Law School of Union University 2007 — 2010
Juris Doctor, Estate Planning
Syracuse University 2003 — 2007
Bachelor of Science, Public Relations (S.I. Newhouse School of Public Communications), Political Science
Queensbury High School
Liam Hurley Liam Hurley's The Ayco Company Experience 1989 - 1996
Job Partner at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
Summit Financial Strategies, Inc. September 2000 - Present
Ernst & Young, LLP 1996 - 2000
The Ayco Company 1989 - 1996
Skills
Financial Planning, Asset Management, Tax, Retirement Planning, Wealth Management
Education
Robert Morris University 1992 — 1995
MS, Taxation
Grove City College 1985 — 1989
BA, Financial Planning, Economics
Summit Financial Strategies, Inc. September 2000 - Present
Ernst & Young, LLP 1996 - 2000
The Ayco Company 1989 - 1996
Skills
Financial Planning, Asset Management, Tax, Retirement Planning, Wealth Management
Education
Robert Morris University 1992 — 1995
MS, Taxation
Grove City College 1985 — 1989
BA, Financial Planning, Economics
Therese Myers Therese Myers's The Ayco Company Experience 1983 - 1986
Job VP and Director, Public Relations at KeyBank
Industry Public Relations and Communications
Experience
KeyBank 1997 - Present
Kay-Bee Toys 1995 - 1997
Fleet Financial Group (formerly Norstar Bancorp, now Bank of America) 1986 - 1994
The Ayco Company 1983 - 1986
Skills
Marketing Communications, Banking, Public Relations, Editing, Crisis Communications, Media Relations, Event Planning, Strategic Communications, Corporate Communications, Small Business Lending, Loans, Social Media Marketing, Social Media, Fundraising, Speech Writing, Internal Communications, Project Management, Press Releases, Newsletters, Commercial Banking, Public Speaking, Leadership, Community Development, Strategic Planning, Community Outreach, Nonprofits, Marketing Strategy, Copy Editing, Integrated Marketing, Marketing
Education
Capital Leadership 2003 — 2004
University at Albany, SUNY 1979 — 1981
MPA, Administrative Management
University of Mary Washington 1974 — 1978
BA, English, Art History
KeyBank 1997 - Present
Kay-Bee Toys 1995 - 1997
Fleet Financial Group (formerly Norstar Bancorp, now Bank of America) 1986 - 1994
The Ayco Company 1983 - 1986
Skills
Marketing Communications, Banking, Public Relations, Editing, Crisis Communications, Media Relations, Event Planning, Strategic Communications, Corporate Communications, Small Business Lending, Loans, Social Media Marketing, Social Media, Fundraising, Speech Writing, Internal Communications, Project Management, Press Releases, Newsletters, Commercial Banking, Public Speaking, Leadership, Community Development, Strategic Planning, Community Outreach, Nonprofits, Marketing Strategy, Copy Editing, Integrated Marketing, Marketing
Education
Capital Leadership 2003 — 2004
University at Albany, SUNY 1979 — 1981
MPA, Administrative Management
University of Mary Washington 1974 — 1978
BA, English, Art History
Kevin Darmofal Kevin Darmofal's The Ayco Company Experience May 2015 - Present
Job Data Integration Engineer
Industry Information Technology and Services
Experience
The Ayco Company May 2015 - Present
GE Global Research October 2010 - Present
GE Aviation October 2009 - September 2010
Skills
ITIL, Process Improvement, IT Strategy, Databases, SQL, Business Intelligence, Microsoft SQL Server, IT Asset Management, Project Management, Change Management, Windows 7, Operating Systems, Software Documentation, Windows, Software Development, Troubleshooting, Security, VMware, Team Leadership, Disaster Recovery, System Administration, Integration, Data Center, Servers, Active Directory, IT Management, Six Sigma, Visio, IT Service Management, Enterprise Architecture, Unix, Vendor Management
Education
State University of New York College at Plattsburgh 2004 — 2009
BS, Computer Science
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Computer Science
The Ayco Company May 2015 - Present
GE Global Research October 2010 - Present
GE Aviation October 2009 - September 2010
Skills
ITIL, Process Improvement, IT Strategy, Databases, SQL, Business Intelligence, Microsoft SQL Server, IT Asset Management, Project Management, Change Management, Windows 7, Operating Systems, Software Documentation, Windows, Software Development, Troubleshooting, Security, VMware, Team Leadership, Disaster Recovery, System Administration, Integration, Data Center, Servers, Active Directory, IT Management, Six Sigma, Visio, IT Service Management, Enterprise Architecture, Unix, Vendor Management
Education
State University of New York College at Plattsburgh 2004 — 2009
BS, Computer Science
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Computer Science
Daniel J. Keating Daniel J. Keating's The Ayco Company Experience 2001 - 2007
Job VP, Premier Banker at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank May 2014 - Present
HSBC October 2011 - June 2012
MassMutual Financial Group May 2009 - October 2011
Morgan Stanley Smith Barney May 2007 - March 2009
The Ayco Company 2001 - 2007
Chase 1989 - 1990
Skills
Personal Financial..., Finance, Strategic Financial..., Investments, Retirement Planning, Series 7, Wealth Management, Estate Planning, Portfolio Management, Investment Advisory, Mutual Funds, Series 63, Retirement, Asset Allocation, Investment Strategies, Sales, Asset Management, Financial Analysis, Equities, Securities
Education
Siena College 1980 — 1984
BS, Marketing & Management; Finance
SunTrust Bank May 2014 - Present
HSBC October 2011 - June 2012
MassMutual Financial Group May 2009 - October 2011
Morgan Stanley Smith Barney May 2007 - March 2009
The Ayco Company 2001 - 2007
Chase 1989 - 1990
Skills
Personal Financial..., Finance, Strategic Financial..., Investments, Retirement Planning, Series 7, Wealth Management, Estate Planning, Portfolio Management, Investment Advisory, Mutual Funds, Series 63, Retirement, Asset Allocation, Investment Strategies, Sales, Asset Management, Financial Analysis, Equities, Securities
Education
Siena College 1980 — 1984
BS, Marketing & Management; Finance
Jeffrey Phillips CFA, CPA Jeffrey Phillips CFA, CPA's The Ayco Company Experience October 2000 - January 2005
Job Chief Investment Officer at Rehmann
Industry Investment Management
Experience
Rehmann Financial January 2010 - Present
Rehmann August 2008 - Present
Rehmann Financial August 2008 - December 2013
Oakland Township Board November 2000 - September 2007
The Ayco Company October 2000 - January 2005
Abraham Senate 2000 August 1999 - June 2002
Comerica 2000 - 2000
Plante & Moran 1997 - 2000
Kruse & Muer 1994 - 1998
Skills
Wealth Management, Investments, Strategic Financial..., Investment Management, Financial Analysis, Retirement Planning, Portfolio Management, Series 7, Asset Allocation, Strategic Planning, Mutual Funds, Financial Reporting, Asset Managment, Asset Management, Estate Planning, Alternative Investments, Leadership
Education
Walsh College 1998 — 1999
Masters, Science in Finance
Oakland University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Rehmann Financial January 2010 - Present
Rehmann August 2008 - Present
Rehmann Financial August 2008 - December 2013
Oakland Township Board November 2000 - September 2007
The Ayco Company October 2000 - January 2005
Abraham Senate 2000 August 1999 - June 2002
Comerica 2000 - 2000
Plante & Moran 1997 - 2000
Kruse & Muer 1994 - 1998
Skills
Wealth Management, Investments, Strategic Financial..., Investment Management, Financial Analysis, Retirement Planning, Portfolio Management, Series 7, Asset Allocation, Strategic Planning, Mutual Funds, Financial Reporting, Asset Managment, Asset Management, Estate Planning, Alternative Investments, Leadership
Education
Walsh College 1998 — 1999
Masters, Science in Finance
Oakland University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Michael Danto Michael Danto's The Ayco Company Experience May 2007 - August 2007
Job Performance Marketing at Worldwide Ship Supply
Industry Marketing and Advertising
Experience
Worldwide Ship Supply July 2010 - Present
New York State Audit Bureau May 2008 - August 2008
The Ayco Company May 2007 - August 2007
Education
McGill University 2006 — 2010
BCOM, International Management
McGill University 2006 — 2010
Bachelor of Commerce, International Management
Focus Area: East Asia
Guilderland High School
Peking University
Worldwide Ship Supply July 2010 - Present
New York State Audit Bureau May 2008 - August 2008
The Ayco Company May 2007 - August 2007
Education
McGill University 2006 — 2010
BCOM, International Management
McGill University 2006 — 2010
Bachelor of Commerce, International Management
Focus Area: East Asia
Guilderland High School
Peking University
Brian Britt, CFP® Brian Britt, CFP®'s The Ayco Company Experience 1990 - 1994
Job Britt & Associates
Industry Financial Services
Experience
Britt & Associates, a private wealth advisory practice of Ameriprise Financial Services Inc. November 1996 - Present
Imperial Bank 1994 - 1996
The Ayco Company 1990 - 1994
Education
University of Southern California 1987 — 1990
B.S., Finance
Britt & Associates, a private wealth advisory practice of Ameriprise Financial Services Inc. November 1996 - Present
Imperial Bank 1994 - 1996
The Ayco Company 1990 - 1994
Education
University of Southern California 1987 — 1990
B.S., Finance
Carol Barreiro Carol Barreiro's The Ayco Company Experience August 2005 - Present
Job CoOwner The Yardarm Restaurant & Pub
Industry Financial Services
Experience
The Ayco Company August 2005 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Management, Microsoft Office
Education
North Shore Community College
Associate's degree, Administrative Assistant and Secretarial Science, General
The Ayco Company August 2005 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Management, Microsoft Office
Education
North Shore Community College
Associate's degree, Administrative Assistant and Secretarial Science, General
Ted Buyniski Ted Buyniski's The Ayco Company Experience 1979 - 1985
Job Senior Vice President at Radford Surveys + Consulting
Industry Human Resources
Experience
Radford 2005 - Present
Buck Consultants 2001 - 2005
iQuantic 1993 - 2001
AlliedSignal, Inc. 1991 - 1993
Sibson Consulting 1986 - 1991
Applied Expert Systems 1985 - 1986
The Ayco Company 1979 - 1985
Skills
Executive Compensation, Governace, equity compensation, Incentive Programs, Pre-IPO, Deferred Compensation, Workforce Planning, Job Evaluation, Compensation Structures, Executive Pay, Corporate Governance, Equities, Organizational Design, Human Resources, Mergers & Acquisitions, Sales Compensation, Consulting, Compensation & Benefit, HRIS, Employee Benefits, Succession Planning, Talent Management, Performance Management, Management, Personnel Management
Education
Boston University 1976 — 1979
JD
Georgetown University 1972 — 1976
BSFS, International Relations
Radford 2005 - Present
Buck Consultants 2001 - 2005
iQuantic 1993 - 2001
AlliedSignal, Inc. 1991 - 1993
Sibson Consulting 1986 - 1991
Applied Expert Systems 1985 - 1986
The Ayco Company 1979 - 1985
Skills
Executive Compensation, Governace, equity compensation, Incentive Programs, Pre-IPO, Deferred Compensation, Workforce Planning, Job Evaluation, Compensation Structures, Executive Pay, Corporate Governance, Equities, Organizational Design, Human Resources, Mergers & Acquisitions, Sales Compensation, Consulting, Compensation & Benefit, HRIS, Employee Benefits, Succession Planning, Talent Management, Performance Management, Management, Personnel Management
Education
Boston University 1976 — 1979
JD
Georgetown University 1972 — 1976
BSFS, International Relations
Christopher Hermance, CFA Christopher Hermance, CFA's The Ayco Company Experience June 2004 - September 2006
Job VP, Institutional Services at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles September 2011 - Present
Loomis, Sayles & Company November 2009 - September 2011
Loomis, Sayles & Company September 2006 - November 2009
The Ayco Company June 2004 - September 2006
Education
Miami University 2000 — 2004
BS, Finance
Boston College High School (BC High) 1996 — 2000
Loomis Sayles September 2011 - Present
Loomis, Sayles & Company November 2009 - September 2011
Loomis, Sayles & Company September 2006 - November 2009
The Ayco Company June 2004 - September 2006
Education
Miami University 2000 — 2004
BS, Finance
Boston College High School (BC High) 1996 — 2000
Remy Chong's The Ayco Company Experience May 2015 - Present
Job Regional Operations Manager at The Ayco Company, L.P.
Industry Marketing and Advertising
Experience
The Ayco Company May 2015 - Present
Aquarium of the Pacific 2001 - Present
The Ayco Company, L.P. August 2012 - May 2015
Boundless Network February 2012 - August 2012
Warner Bros. Television February 2011 - January 2012
Disney Media Distribution December 2009 - July 2010
Deluxe Media Management June 2002 - November 2009
Buena Vista International Television February 2001 - June 2002
Skills
Windows 7, Mac, Lotus Notes, Microsoft Office Suite, Outlook, Word, Excel, PowerPoint, MS Project, MS Access, SAP, HTML, Photoshop, Social Media, Crisis Management, Team Leadership, Problem Solving, Event Management, Event Planning, Microsoft Office, Project Management, Access, Microsoft Word, Budgets, Customer Service, Training, Marketing, Microsoft Excel, Social Networking, Fundraising, Sales
Education
Boston University
Bachelor of Arts degree, Psychology
The Ayco Company May 2015 - Present
Aquarium of the Pacific 2001 - Present
The Ayco Company, L.P. August 2012 - May 2015
Boundless Network February 2012 - August 2012
Warner Bros. Television February 2011 - January 2012
Disney Media Distribution December 2009 - July 2010
Deluxe Media Management June 2002 - November 2009
Buena Vista International Television February 2001 - June 2002
Skills
Windows 7, Mac, Lotus Notes, Microsoft Office Suite, Outlook, Word, Excel, PowerPoint, MS Project, MS Access, SAP, HTML, Photoshop, Social Media, Crisis Management, Team Leadership, Problem Solving, Event Management, Event Planning, Microsoft Office, Project Management, Access, Microsoft Word, Budgets, Customer Service, Training, Marketing, Microsoft Excel, Social Networking, Fundraising, Sales
Education
Boston University
Bachelor of Arts degree, Psychology
sandy menzer sandy menzer's The Ayco Company Experience 1983 - November 2008
Job Spiritual Intuitive, Self Employed, I teach people to FIND THEIR SPIRIT!
Industry Professional Training & Coaching
Experience
Self Employed November 2008 - Present
The Ayco Company 1983 - November 2008
Skills
Strategic Financial..., Advertising, Online Advertising, Motivational Speaking, Strategic Planning, Social Media, Public Speaking, Teaching, Event Planning, Marketing, Social Networking, Event Management, Workshops, Publishing, Microsoft Office, Small Business, Training
Education
Siena College 1992 — 1993
Marketing/Management
Self Employed November 2008 - Present
The Ayco Company 1983 - November 2008
Skills
Strategic Financial..., Advertising, Online Advertising, Motivational Speaking, Strategic Planning, Social Media, Public Speaking, Teaching, Event Planning, Marketing, Social Networking, Event Management, Workshops, Publishing, Microsoft Office, Small Business, Training
Education
Siena College 1992 — 1993
Marketing/Management
Sara Rolls's The Ayco Company Experience August 2015 - Present
Job J.D., Class of 2015, Albany Law School
Industry Law Practice
Experience
The Ayco Company August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2014 - April 2015
Follett Higher Education Group January 2013 - December 2014
Law Office of Emanuel Mouganis July 2013 - July 2013
Lester & Lester Law Office May 2013 - July 2013
BASC Dining Services August 2009 - May 2012
jcpenney November 2009 - January 2012
Skills
Legal Research, Research, Legal Writing, Editing, Event Planning, Customer Service
Education
Albany Law School of Union University 2012 — 2015
Doctor of Law (J.D.)
State University of New York College at Brockport 2008 — 2012
Bachelor of Science (BS), Psychology
The Ayco Company August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2014 - April 2015
Follett Higher Education Group January 2013 - December 2014
Law Office of Emanuel Mouganis July 2013 - July 2013
Lester & Lester Law Office May 2013 - July 2013
BASC Dining Services August 2009 - May 2012
jcpenney November 2009 - January 2012
Skills
Legal Research, Research, Legal Writing, Editing, Event Planning, Customer Service
Education
Albany Law School of Union University 2012 — 2015
Doctor of Law (J.D.)
State University of New York College at Brockport 2008 — 2012
Bachelor of Science (BS), Psychology
Henry Hunn's The Ayco Company Experience January 2007 - June 2007
Job Recruiting Manager at NESCO Resource
Industry Accounting
Experience
NESCO Resource June 2007 - Present
Lehigh Technical Services June 2007 - Present
The Ayco Company January 2007 - June 2007
Mac-Gray May 2005 - January 2007
Skills
Engineering, Financial Accounting, Cost Accounting, Financial Analysis, Financial Reporting, New Business Development, Electrical Controls
Education
Bentley University 2001 — 2005
Bachelor of Science, Corporate Finance and Accounting
Troy High School 1998 — 2001
NESCO Resource June 2007 - Present
Lehigh Technical Services June 2007 - Present
The Ayco Company January 2007 - June 2007
Mac-Gray May 2005 - January 2007
Skills
Engineering, Financial Accounting, Cost Accounting, Financial Analysis, Financial Reporting, New Business Development, Electrical Controls
Education
Bentley University 2001 — 2005
Bachelor of Science, Corporate Finance and Accounting
Troy High School 1998 — 2001
Dawn Schaab Dawn Schaab's The Ayco Company Experience March 2006 - April 2008
Job Human Resources Specialist, Global Products SupplyHR at SC Johnson
Industry Consumer Goods
Experience
S C Johnson March 2014 - Present
S C Johnson January 2012 - March 2014
Diversey Inc (part of Sealed Air) April 2011 - December 2011
SC Johnson May 2009 - April 2011
CNH July 2008 - January 2009
SC Johnson June 2008 - July 2008
The Ayco Company March 2006 - April 2008
Johnson Polymer July 2002 - March 2006
Abbott Laboratories February 1999 - March 2002
Abbott Laboratories December 1997 - February 1999
Skills
Google Mail, Google Calendar, Articulate, Data Warehousing, SharePoint, LMS, Microsoft Office, Lotus Notes, Lotus 123, Lotus Approach, Lotus Organizer, SAP, BERT, QuarkXPress, PeopleSoft, CRM, Learning Management..., Training, Continuous Improvement, Project Management
Education
College of Lake County 1988 — 1990
Associate of Science Degree, Business
Lake County Area Vocational Center 1986 — 1988
Secretarial Office Occupations Courses at College of Lake County, Certificate
Grant High School 1984 — 1988
High school diploma, Business
S C Johnson March 2014 - Present
S C Johnson January 2012 - March 2014
Diversey Inc (part of Sealed Air) April 2011 - December 2011
SC Johnson May 2009 - April 2011
CNH July 2008 - January 2009
SC Johnson June 2008 - July 2008
The Ayco Company March 2006 - April 2008
Johnson Polymer July 2002 - March 2006
Abbott Laboratories February 1999 - March 2002
Abbott Laboratories December 1997 - February 1999
Skills
Google Mail, Google Calendar, Articulate, Data Warehousing, SharePoint, LMS, Microsoft Office, Lotus Notes, Lotus 123, Lotus Approach, Lotus Organizer, SAP, BERT, QuarkXPress, PeopleSoft, CRM, Learning Management..., Training, Continuous Improvement, Project Management
Education
College of Lake County 1988 — 1990
Associate of Science Degree, Business
Lake County Area Vocational Center 1986 — 1988
Secretarial Office Occupations Courses at College of Lake County, Certificate
Grant High School 1984 — 1988
High school diploma, Business
Steve Calvelli Steve Calvelli's The Ayco Company Experience 1983 - 1995
Job Financial/Tax Advisor at Capital Enhancement LLC
Industry Financial Services
Experience
Capital Enhancement LLC July 2008 - Present
PricewaterhouseCoopers 1995 - June 2008
The Ayco Company 1983 - 1995
Skills
Tax, Strategic Financial..., Finance, Estate Planning, Investments, Wealth Management, Financial Advisory, High Net Worth..., Small Business, Financial Planning, Asset Management, Investment Advisory, Retirement Planning, Private Equity, Preparation, Management, Mergers & Acquisitions, Income Tax, Financial Analysis, Due Diligence, Accounting, Lunch
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1989
MBA, Finance
Drew University 1979 — 1983
BA, Economics
Capital Enhancement LLC July 2008 - Present
PricewaterhouseCoopers 1995 - June 2008
The Ayco Company 1983 - 1995
Skills
Tax, Strategic Financial..., Finance, Estate Planning, Investments, Wealth Management, Financial Advisory, High Net Worth..., Small Business, Financial Planning, Asset Management, Investment Advisory, Retirement Planning, Private Equity, Preparation, Management, Mergers & Acquisitions, Income Tax, Financial Analysis, Due Diligence, Accounting, Lunch
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1989
MBA, Finance
Drew University 1979 — 1983
BA, Economics
Peter Knipe Peter Knipe's The Ayco Company Experience March 1996 - August 1998
Job Vice President at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. July 2009 - Present
Clearbrook Financial August 2007 - July 2009
Overture Financial March 2006 - July 2007
Merrill Lynch & Co 1999 - 2006
The Ayco Company March 1996 - August 1998
Skills
Product Management, Separately Managed..., Investment Management, Finance, Management, Financial Services, Product Development, CRM, Series 7, Investments, Alternative Investments, Mutual Funds, Series 63, Asset Allocation, FINRA, Asset Management
Education
Union College 1992 — 1996
BA, Economics
The Hotchkiss School 1989 — 1992
High School
Advisors Asset Management, Inc. July 2009 - Present
Clearbrook Financial August 2007 - July 2009
Overture Financial March 2006 - July 2007
Merrill Lynch & Co 1999 - 2006
The Ayco Company March 1996 - August 1998
Skills
Product Management, Separately Managed..., Investment Management, Finance, Management, Financial Services, Product Development, CRM, Series 7, Investments, Alternative Investments, Mutual Funds, Series 63, Asset Allocation, FINRA, Asset Management
Education
Union College 1992 — 1996
BA, Economics
The Hotchkiss School 1989 — 1992
High School
Richard Spackmann Richard Spackmann's The Ayco Company Experience August 2015 - Present
Job Manager, Business Applications Team at The Ayco Company
Industry Computer Software
Experience
The Ayco Company August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
Tribune Media Services January 2008 - January 2014
New York State March 2007 - December 2007
General Electric January 2000 - March 2007
Skills
Software Development, Agile Methodologies, .NET, AJAX, Tomcat, Software Architectural..., RESTful WebServices, Java, Web Development, XML, Software Engineering, MySQL, Adobe Experience Manager, Spring, Linux, jQuery, Ant, PostgreSQL, Eclipse, Jenkins, Continuous Integration, SOAP, Oracle, Backbone.js, CAMEL, JMS, NoSQL, Amazon Web Services..., Heroku, Open Source Software, Backbase
Education
Rensselaer Polytechnic Institute 2000 — 2003
Masters of Science, Computer Science
Rensselaer Polytechnic Institute 1999 — 2001
Bachelors of Science, Computer Science
Adirondack Community College 1996 — 1999
Associates Degree, Liberal Arts Math/Science
The Ayco Company August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
Tribune Media Services January 2008 - January 2014
New York State March 2007 - December 2007
General Electric January 2000 - March 2007
Skills
Software Development, Agile Methodologies, .NET, AJAX, Tomcat, Software Architectural..., RESTful WebServices, Java, Web Development, XML, Software Engineering, MySQL, Adobe Experience Manager, Spring, Linux, jQuery, Ant, PostgreSQL, Eclipse, Jenkins, Continuous Integration, SOAP, Oracle, Backbone.js, CAMEL, JMS, NoSQL, Amazon Web Services..., Heroku, Open Source Software, Backbase
Education
Rensselaer Polytechnic Institute 2000 — 2003
Masters of Science, Computer Science
Rensselaer Polytechnic Institute 1999 — 2001
Bachelors of Science, Computer Science
Adirondack Community College 1996 — 1999
Associates Degree, Liberal Arts Math/Science
Robert Standish, JD, CFP® Robert Standish, JD, CFP®'s The Ayco Company Experience July 1999 - April 2004
Job Director of Financial Planning at BPU Investment Management
Industry Financial Services
Experience
BPU Investment Management April 2004 - Present
The Ayco Company July 1999 - April 2004
Skills
Estate Planning, Retirement Planning, Investments, Strategic Financial..., Tax, Investment Management, Financial Advisory, Finance, Wealth Management..., Asset Management, Retirement
Education
University of Pittsburgh School of Law 1996 — 1999
Juris Doctor, Law
Denison University 1992 — 1996
BA, East Asian Studies, Japanese
Waseda University 1994 — 1995
Cert., Kokusaibu, International Division
BPU Investment Management April 2004 - Present
The Ayco Company July 1999 - April 2004
Skills
Estate Planning, Retirement Planning, Investments, Strategic Financial..., Tax, Investment Management, Financial Advisory, Finance, Wealth Management..., Asset Management, Retirement
Education
University of Pittsburgh School of Law 1996 — 1999
Juris Doctor, Law
Denison University 1992 — 1996
BA, East Asian Studies, Japanese
Waseda University 1994 — 1995
Cert., Kokusaibu, International Division
Kimberlee Peabody Kimberlee Peabody's The Ayco Company Experience July 1999 - October 2000
Job Development and Communications Writer
Industry Nonprofit Organization Management
Experience
Ruffalo Noel Levitz June 2015 - Present
Union College September 2014 - May 2015
Empire Center December 2013 - September 2014
Hudson Valley Community College March 2011 - February 2013
Rensselaer Polytechnic Institute November 2007 - March 2011
Ayco Charitable Foundation June 2004 - November 2007
Ayco Charitable Foundation October 2000 - June 2004
The Ayco Company July 1999 - October 2000
O'Connell and Aronowitz January 1998 - July 1999
Skills
Fundraising, Volunteer Management, Annual Giving, Stewardship, Not for Profit, Research, Advertising, Management, Philanthropy, Program Management, Grant Writing, Planned Giving, Nonprofits, Alumni Relations, Event Planning, Program Development, Board Development, Grants, Volunteering, Community Outreach
Education
State University of New York College at Potsdam 1987 — 1991
Bachelor of Arts, English/Communications; written English and public speaking
CCHS
High School Diploma
Ruffalo Noel Levitz June 2015 - Present
Union College September 2014 - May 2015
Empire Center December 2013 - September 2014
Hudson Valley Community College March 2011 - February 2013
Rensselaer Polytechnic Institute November 2007 - March 2011
Ayco Charitable Foundation June 2004 - November 2007
Ayco Charitable Foundation October 2000 - June 2004
The Ayco Company July 1999 - October 2000
O'Connell and Aronowitz January 1998 - July 1999
Skills
Fundraising, Volunteer Management, Annual Giving, Stewardship, Not for Profit, Research, Advertising, Management, Philanthropy, Program Management, Grant Writing, Planned Giving, Nonprofits, Alumni Relations, Event Planning, Program Development, Board Development, Grants, Volunteering, Community Outreach
Education
State University of New York College at Potsdam 1987 — 1991
Bachelor of Arts, English/Communications; written English and public speaking
CCHS
High School Diploma
Kyle Schultz's The Ayco Company Experience July 2013 - November 2013
Job Account Manager at Ayco | Goldman Sachs
Industry Financial Services
Experience
Ayco Goldman Sachs July 2015 - Present
Ayco Goldman Sachs August 2014 - July 2015
Ayco Goldman Sachs January 2015 - June 2015
Ayco Goldman Sachs July 2013 - January 2015
The Ayco Company July 2013 - November 2013
Lacrosse America April 2013 - June 2013
Northwestern Mutual May 2011 - June 2013
Northwestern Mutual May 2011 - May 2012
Barrington Park District January 2007 - August 2010
Skills
Leadership, Management, PowerPoint, Coaching, Sales, Microsoft Word, Customer Service, Banking, Budgets, Finance, Public Speaking, Access, Event Planning, Social Media Marketing, Social Networking, Account Management, Data Analysis, Time Management, Social Media, Risk Management, Marketing
Education
Indiana University Bloomington 2008 — 2012
B.S. in Public Affairs, Economics
Barrington High School 2005 — 2008
Ayco Goldman Sachs July 2015 - Present
Ayco Goldman Sachs August 2014 - July 2015
Ayco Goldman Sachs January 2015 - June 2015
Ayco Goldman Sachs July 2013 - January 2015
The Ayco Company July 2013 - November 2013
Lacrosse America April 2013 - June 2013
Northwestern Mutual May 2011 - June 2013
Northwestern Mutual May 2011 - May 2012
Barrington Park District January 2007 - August 2010
Skills
Leadership, Management, PowerPoint, Coaching, Sales, Microsoft Word, Customer Service, Banking, Budgets, Finance, Public Speaking, Access, Event Planning, Social Media Marketing, Social Networking, Account Management, Data Analysis, Time Management, Social Media, Risk Management, Marketing
Education
Indiana University Bloomington 2008 — 2012
B.S. in Public Affairs, Economics
Barrington High School 2005 — 2008
Patrick Greenawalt Patrick Greenawalt's The Ayco Company Experience July 2010 - May 2015
Job Food Service Consultant
Industry Food & Beverages
Experience
Conway Import Co Inc June 2015 - Present
The Ayco Company July 2010 - May 2015
Sysco June 2013 - January 2015
JL Events September 2005 - October 2014
Ener.co October 2010 - June 2013
Scripps Networks Interactive Inc. Food Network TV March 2009 - July 2012
Hoodz of Nassau County April 2010 - October 2010
Skills
Operations Management, Logistics, Process Improvement, Protective Coatings, HVAC, Formulation, Product Development, Sales Management, Food, Training, Recipes, Chef, Culinary Skills, Cooking, Contract Negotiation, Inventory Management, Menu Development
Education
Johnson & Wales University 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Conway Import Co Inc June 2015 - Present
The Ayco Company July 2010 - May 2015
Sysco June 2013 - January 2015
JL Events September 2005 - October 2014
Ener.co October 2010 - June 2013
Scripps Networks Interactive Inc. Food Network TV March 2009 - July 2012
Hoodz of Nassau County April 2010 - October 2010
Skills
Operations Management, Logistics, Process Improvement, Protective Coatings, HVAC, Formulation, Product Development, Sales Management, Food, Training, Recipes, Chef, Culinary Skills, Cooking, Contract Negotiation, Inventory Management, Menu Development
Education
Johnson & Wales University 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nate Haskell's The Ayco Company Experience September 2015 - Present
Job Private Wealth Management at The Ayco Company, L.P., A Goldman Sachs Company
Industry Higher Education
Experience
The Ayco Company September 2015 - Present
Rensselaer Polytechnic Institute August 2010 - Present
Rensselaer Polytechnic Institute January 2015 - May 2015
RPI Student Union Administrative Office September 2014 - May 2015
FirstLight Fiber June 2014 - August 2014
BMW of Cape Cod June 2013 - August 2013
Zeta Psi Fraternity September 2012 - May 2013
Casey Landscape June 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, Recruiting, Investments, PowerPoint, Teamwork, Finance, Marketing, Leadership, Communication, Sales, Corporate Strategy, Visual Basic, Matlab, Data Analysis, Management, Business Strategy
Education
Rensselaer Polytechnic Institute 2014 — 2015
Master's Degree, Financial Engineering and Risk Analytics
Rensselaer Polytechnic Institute 2010 — 2014
Bachelor's Degree, Business Management, Finance, Economics
Cape Cod Academy 2008 — 2010
Northfield Mount Hermon 2006 — 2008
The Ayco Company September 2015 - Present
Rensselaer Polytechnic Institute August 2010 - Present
Rensselaer Polytechnic Institute January 2015 - May 2015
RPI Student Union Administrative Office September 2014 - May 2015
FirstLight Fiber June 2014 - August 2014
BMW of Cape Cod June 2013 - August 2013
Zeta Psi Fraternity September 2012 - May 2013
Casey Landscape June 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, Recruiting, Investments, PowerPoint, Teamwork, Finance, Marketing, Leadership, Communication, Sales, Corporate Strategy, Visual Basic, Matlab, Data Analysis, Management, Business Strategy
Education
Rensselaer Polytechnic Institute 2014 — 2015
Master's Degree, Financial Engineering and Risk Analytics
Rensselaer Polytechnic Institute 2010 — 2014
Bachelor's Degree, Business Management, Finance, Economics
Cape Cod Academy 2008 — 2010
Northfield Mount Hermon 2006 — 2008
Adam Fried Adam Fried's The Ayco Company Experience February 1996 - Present
Job Senior Account Manager Vice President Private Wealth Management at The Ayco Company / Goldman Sachs
Industry Financial Services
Experience
The Ayco Company February 1996 - Present
Skills
Estate Planning, Wealth Management..., Retirement Planning, High Net Worth..., Investment Management, Strategic Financial..., Asset Managment, Strategic Planning, Risk Management, Real Estate, New Business Development, Asset Management, Employee Benefits, Financial Planners, Wealth Management, Management, Finance, Due Diligence
Education
Queens College 1990 — 1994
BA, Economics
Touro College Jacob D. Fuchsberg Law Center 1990 — 1994
J.D., Law
The Ayco Company February 1996 - Present
Skills
Estate Planning, Wealth Management..., Retirement Planning, High Net Worth..., Investment Management, Strategic Financial..., Asset Managment, Strategic Planning, Risk Management, Real Estate, New Business Development, Asset Management, Employee Benefits, Financial Planners, Wealth Management, Management, Finance, Due Diligence
Education
Queens College 1990 — 1994
BA, Economics
Touro College Jacob D. Fuchsberg Law Center 1990 — 1994
J.D., Law
Andrew Pleat, CFP®'s The Ayco Company Experience 2003 - 2007
Job Assistant Vice PresidentSenior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
UBS February 2007 - August 2012
The Ayco Company 2003 - 2007
Smith Barney May 1998 - May 2003
Skills
Series 7, Wealth Management, Finance, Asset Allocation, Strategic Financial..., Retirement Planning, Series 63, Leadership, Investments, Employee Benefits, Investment Advisory, 401k Rollovers
Education
Siena College
Bachelors, Science-Finance
Union Graduate College
MBA, Concentration in Finance
Merrill Lynch August 2012 - Present
UBS February 2007 - August 2012
The Ayco Company 2003 - 2007
Smith Barney May 1998 - May 2003
Skills
Series 7, Wealth Management, Finance, Asset Allocation, Strategic Financial..., Retirement Planning, Series 63, Leadership, Investments, Employee Benefits, Investment Advisory, 401k Rollovers
Education
Siena College
Bachelors, Science-Finance
Union Graduate College
MBA, Concentration in Finance
Jay Lambert Jay Lambert's The Ayco Company Experience February 1990 — September 1994
Job VP, Strategic Accounts
Industry Logistics and Supply Chain
Experience
XPO Logistics July 2016 — Present
FedEx 2000 — 2009
Ebel Corrugated Box Company September 1995 — June 2000
Evergreen Bank (TD Banknorth) September 1994 — September 1995
The Ayco Company February 1990 — September 1994
Skills
Strategic Planning, Account Management, New Business Development, Consultative Selling, International Business, Cross-functional Team..., Business Strategy
Education
Binghamton University 1987 — 1989
Management, Finance
The College of Saint Rose 1985 — 1987
Business Administration and Management, General
XPO Logistics July 2016 — Present
FedEx 2000 — 2009
Ebel Corrugated Box Company September 1995 — June 2000
Evergreen Bank (TD Banknorth) September 1994 — September 1995
The Ayco Company February 1990 — September 1994
Skills
Strategic Planning, Account Management, New Business Development, Consultative Selling, International Business, Cross-functional Team..., Business Strategy
Education
Binghamton University 1987 — 1989
Management, Finance
The College of Saint Rose 1985 — 1987
Business Administration and Management, General
Robert Wijnhoven Robert Wijnhoven's The Ayco Company Experience July 1996 - February 1998
Job Product Manager at CIGNA Healthcare
Industry Health, Wellness and Fitness
Experience
CIGNA Healthcare December 2010 - Present
Habitat for Humanity June 2010 - January 2011
UnitedHealthcare August 2007 - April 2010
UnitedHealthcare September 2004 - July 2007
DST Output January 2001 - January 2004
Deutsche Bank November 1998 - December 2000
Deutsche Bank February 1998 - October 1998
The Ayco Company July 1996 - February 1998
Ameriprise Financial Advisors March 1993 - July 1996
Skills
CRM, Management, Process Improvement, Competitive Analysis, Program Management, Product Management, Leadership, Strategy, Training, Budgets, Project Management, Analysis, Business Planning, Business Process..., Business Analysis, Customer Satisfaction, Sales, Coaching, Vendor Management, Product Development, Cross-functional Team..., Strategic Planning, Forecasting, Business Strategy, Team Leadership, Account Management, Change Management, Start-ups, Data Analysis, Team Building, Healthcare, Analytics, Six Sigma, Marketing, Market Research
Education
Webster University 2000 — 2001
Masters, International Business
Hobart and William Smith Colleges 1986 — 1989
BA, Psychology and Sociology
CIGNA Healthcare December 2010 - Present
Habitat for Humanity June 2010 - January 2011
UnitedHealthcare August 2007 - April 2010
UnitedHealthcare September 2004 - July 2007
DST Output January 2001 - January 2004
Deutsche Bank November 1998 - December 2000
Deutsche Bank February 1998 - October 1998
The Ayco Company July 1996 - February 1998
Ameriprise Financial Advisors March 1993 - July 1996
Skills
CRM, Management, Process Improvement, Competitive Analysis, Program Management, Product Management, Leadership, Strategy, Training, Budgets, Project Management, Analysis, Business Planning, Business Process..., Business Analysis, Customer Satisfaction, Sales, Coaching, Vendor Management, Product Development, Cross-functional Team..., Strategic Planning, Forecasting, Business Strategy, Team Leadership, Account Management, Change Management, Start-ups, Data Analysis, Team Building, Healthcare, Analytics, Six Sigma, Marketing, Market Research
Education
Webster University 2000 — 2001
Masters, International Business
Hobart and William Smith Colleges 1986 — 1989
BA, Psychology and Sociology
Joshua Drew, CPA Joshua Drew, CPA's The Ayco Company Experience January 2007 - December 2007
Job Finance Supervisor at Direct Energy
Industry Accounting
Experience
Direct Energy August 2015 - Present
Direct Energy January 2014 - August 2015
Direct Energy June 2012 - December 2013
PwC May 2011 - May 2012
Tui Marine November 2010 - May 2011
KPMG November 2009 - November 2010
Hannaford Bros March 2004 - January 2010
KPMG January 2008 - November 2009
The Ayco Company January 2007 - December 2007
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, General Ledger, Internal Controls, Payroll
Education
The College of Saint Rose 2006 — 2009
B.S./M.S, Accounting Program
Direct Energy August 2015 - Present
Direct Energy January 2014 - August 2015
Direct Energy June 2012 - December 2013
PwC May 2011 - May 2012
Tui Marine November 2010 - May 2011
KPMG November 2009 - November 2010
Hannaford Bros March 2004 - January 2010
KPMG January 2008 - November 2009
The Ayco Company January 2007 - December 2007
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, General Ledger, Internal Controls, Payroll
Education
The College of Saint Rose 2006 — 2009
B.S./M.S, Accounting Program
Wendy Willard Wendy Willard's The Ayco Company Experience August 1996 - May 2002
Job VP/Sr Compliance Testing Specialist
Industry Financial Services
Experience
Merrill Lynch June 2002 - Present
Banc of America Investments Services 2002 - December 2009
Quick & Reilly January 2004 - March 2006
Quick & Reilly June 2002 - January 2003
The Ayco Company August 1996 - May 2002
Smith Barney 1990 - 1995
EF Hutton 1981 - 1989
Skills
Series 7, Compliance, Series 24, Series 63, Annuities, Mutual Funds, Investments, Risk Management, Insurance, Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning, Customer Relations, Problem Solving, Series 65, Financial Services, Fixed Annuities
Education
University at Albany, SUNY 1975 — 1981
BA, Liberal Arts
Merrill Lynch June 2002 - Present
Banc of America Investments Services 2002 - December 2009
Quick & Reilly January 2004 - March 2006
Quick & Reilly June 2002 - January 2003
The Ayco Company August 1996 - May 2002
Smith Barney 1990 - 1995
EF Hutton 1981 - 1989
Skills
Series 7, Compliance, Series 24, Series 63, Annuities, Mutual Funds, Investments, Risk Management, Insurance, Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning, Customer Relations, Problem Solving, Series 65, Financial Services, Fixed Annuities
Education
University at Albany, SUNY 1975 — 1981
BA, Liberal Arts
Rachel L. Braman, J.D.'s The Ayco Company Experience August 2015 - Present
Job Financial Analyst at The Ayco Company
Industry Financial Services
Experience
The Ayco Company August 2015 - Present
Pieper Bar Review May 2014 - May 2015
Anti-Human Trafficking Legal Project, Pro Bono Society April 2013 - May 2015
Pieper Bar Review November 2012 - May 2015
Albany Law School August 2012 - May 2015
Honorable Robert E. Littlefield, Jr. August 2014 - November 2014
Chapter 13 Bankruptcy Trustee May 2014 - August 2014
The Legal Aid Society of Rochester May 2013 - August 2013
Woods Oviatt Gilman LLP June 2010 - August 2012
Thomas and Solomon LLP November 2009 - June 2010
Skills
NYS Notary Public, Westlaw, Legal Documents, Notary Public, File Management, Lexis, Litigation Support, Wordperfect, Office Management, Social Media, Legal Assistance, Document Review, Confidentiality, Legal Writing
Education
Albany Law School of Union University 2012 — 2015
Doctor of Law (J.D.)
Finger Lakes Community College 2008 — 2009
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Le Moyne College 2004 — 2008
Bachelor's degree, Business Administration and Management, General
The Ayco Company August 2015 - Present
Pieper Bar Review May 2014 - May 2015
Anti-Human Trafficking Legal Project, Pro Bono Society April 2013 - May 2015
Pieper Bar Review November 2012 - May 2015
Albany Law School August 2012 - May 2015
Honorable Robert E. Littlefield, Jr. August 2014 - November 2014
Chapter 13 Bankruptcy Trustee May 2014 - August 2014
The Legal Aid Society of Rochester May 2013 - August 2013
Woods Oviatt Gilman LLP June 2010 - August 2012
Thomas and Solomon LLP November 2009 - June 2010
Skills
NYS Notary Public, Westlaw, Legal Documents, Notary Public, File Management, Lexis, Litigation Support, Wordperfect, Office Management, Social Media, Legal Assistance, Document Review, Confidentiality, Legal Writing
Education
Albany Law School of Union University 2012 — 2015
Doctor of Law (J.D.)
Finger Lakes Community College 2008 — 2009
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Le Moyne College 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Alton Moore Alton Moore's The Ayco Company Experience August 2015 - Present
Job
Industry Legal Services
Experience
The Ayco Company August 2015 - Present
United States Bankruptcy Court May 2015 - August 2015
Shuman, Hodges, & Bastian May 2013 - August 2013
R. E. ADVISORS CORP. DBA Coldwell Banker Platinum Properties May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Financial Analysis, Event Planning, Sales, Management, Time Management, Research, Legal Writing, Accounting, Financial Accounting, Financial Audits, Management Accounting, Tax Accounting, Tax Law, Tax Returns, Tax Preparation
Education
Chapman University, School of Law 2014 — 2017
Candidate for Juris Doctorate (J.D.), Taxation and Business Law
Arizona State University 2010 — 2014
Bachelor's Degree, Accounting
The Ayco Company August 2015 - Present
United States Bankruptcy Court May 2015 - August 2015
Shuman, Hodges, & Bastian May 2013 - August 2013
R. E. ADVISORS CORP. DBA Coldwell Banker Platinum Properties May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Financial Analysis, Event Planning, Sales, Management, Time Management, Research, Legal Writing, Accounting, Financial Accounting, Financial Audits, Management Accounting, Tax Accounting, Tax Law, Tax Returns, Tax Preparation
Education
Chapman University, School of Law 2014 — 2017
Candidate for Juris Doctorate (J.D.), Taxation and Business Law
Arizona State University 2010 — 2014
Bachelor's Degree, Accounting
Gene Crescente's The Ayco Company Experience September 1997 - January 2002
Job Senior Wealth Planner VP at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management October 2009 - Present
PNC Wealth Management October 2006 - October 2009
Wachovia Wealth Management December 2005 - October 2006
The Ayco Company, LP July 2004 - October 2005
Benefits & Compensation Group January 2002 - July 2004
The Ayco Company September 1997 - January 2002
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Asset Management, Insurance, High Net Worth..., Trusts, Tax, 401k, Employee Benefits, Retirement, Strategic Financial..., Wealth, Financial Planners
Education
University of Pittsburgh 1993 — 1996
JD / MBA
University of Pittsburgh 1985 — 1990
Bachelor of Pharmacy (BPharm)
PNC Wealth Management October 2009 - Present
PNC Wealth Management October 2006 - October 2009
Wachovia Wealth Management December 2005 - October 2006
The Ayco Company, LP July 2004 - October 2005
Benefits & Compensation Group January 2002 - July 2004
The Ayco Company September 1997 - January 2002
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Asset Management, Insurance, High Net Worth..., Trusts, Tax, 401k, Employee Benefits, Retirement, Strategic Financial..., Wealth, Financial Planners
Education
University of Pittsburgh 1993 — 1996
JD / MBA
University of Pittsburgh 1985 — 1990
Bachelor of Pharmacy (BPharm)
Adrienne Coyle's The Ayco Company Experience August 2008 - Present
Job Analyst at Lehman Brothers
Industry Financial Services
Experience
The Ayco Company August 2008 - Present
Lehman Brothers August 2005 - April 2008
Education
Georgetown University 1999 — 2003
The Ayco Company August 2008 - Present
Lehman Brothers August 2005 - April 2008
Education
Georgetown University 1999 — 2003
Tonya Lysne's The Ayco Company Experience 1998 - 2000
Job Managing Director, Private Client Wealth Management
Industry Law Practice
Experience
BDO Seidman, LLP 2005 - 2009
BDO Seidman, LLP 2005 - 2009
United States Courts 2003 - 2005
Price Waterhouse Coopers 2000 - 2003
The Ayco Company 1998 - 2000
United States Congress 1997 - 1998
Education
University of Idaho 1994 — 1997
J.D., Law
University of Idaho College of Law 1994 — 1997
BDO Seidman, LLP 2005 - 2009
BDO Seidman, LLP 2005 - 2009
United States Courts 2003 - 2005
Price Waterhouse Coopers 2000 - 2003
The Ayco Company 1998 - 2000
United States Congress 1997 - 1998
Education
University of Idaho 1994 — 1997
J.D., Law
University of Idaho College of Law 1994 — 1997
Marisa Sanchez's The Ayco Company Experience January 2011 - June 2014
Job Marketing Assistant at RIC Insurance General Agency, Inc.
Industry Insurance
Experience
RIC Insurance General Agency, Inc April 2015 - Present
UBS Financial Services, Inc. June 2014 - April 2015
The Ayco Company January 2011 - June 2014
Side By Side Financials May 2010 - October 2010
Aon September 2008 - October 2009
Warren E&P October 2006 - July 2008
Education
Pace University 2008 — 2010
Master of Arts, Psychology
University of California, Irvine 2004 — 2006
Bachelor's degree, Psychology
RIC Insurance General Agency, Inc April 2015 - Present
UBS Financial Services, Inc. June 2014 - April 2015
The Ayco Company January 2011 - June 2014
Side By Side Financials May 2010 - October 2010
Aon September 2008 - October 2009
Warren E&P October 2006 - July 2008
Education
Pace University 2008 — 2010
Master of Arts, Psychology
University of California, Irvine 2004 — 2006
Bachelor's degree, Psychology
Angelo Paglialonga, MBA, Six Sigma Green Belt's The Ayco Company Experience June 2002 - April 2007
Job Business Planning Leader Organizational Performance
Industry Hospital & Health Care
Experience
Ellis Medicine May 2014 - Present
Ellis Medicine June 2009 - May 2014
Albany Medical Center April 2007 - June 2009
The Ayco Company June 2002 - April 2007
Skills
Healthcare, Hospitals, Revenue Cycle, Finance, Strategic Financial..., Healthcare Management, EHR, Data Analysis, Physician Relations, Budgets, Healthcare Information..., EMR, Process Improvement, Financial Reporting, HIPAA, Managed Care, Strategic Planning
Education
Siena College 1998 — 2002
BS Finance, Finance and Financial Management Services
State University of New York at Albany 2004 — 2007
Masters of Business Administration, Business Administration and Management, General
Ellis Medicine May 2014 - Present
Ellis Medicine June 2009 - May 2014
Albany Medical Center April 2007 - June 2009
The Ayco Company June 2002 - April 2007
Skills
Healthcare, Hospitals, Revenue Cycle, Finance, Strategic Financial..., Healthcare Management, EHR, Data Analysis, Physician Relations, Budgets, Healthcare Information..., EMR, Process Improvement, Financial Reporting, HIPAA, Managed Care, Strategic Planning
Education
Siena College 1998 — 2002
BS Finance, Finance and Financial Management Services
State University of New York at Albany 2004 — 2007
Masters of Business Administration, Business Administration and Management, General
Meghan Rutherford (Moran)'s The Ayco Company Experience 2000 - 2004
Job Director, Distribution Marketing
Industry Financial Services
Experience
Saybrus Partners November 2010 - Present
National Financial Partners 2008 - November 2010
NFP Securities 2004 - 2008
The Ayco Company 2000 - 2004
First Albany Companies 1999 - 2000
Skills
Series 7, Mutual Funds, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Investments, Marketing, Life Insurance, Securities, Financial Services, Relationship Management, Marketing Communications, Financial Advisory
Education
Siena College 1995 — 1999
BS, Marketing Management
Saybrus Partners November 2010 - Present
National Financial Partners 2008 - November 2010
NFP Securities 2004 - 2008
The Ayco Company 2000 - 2004
First Albany Companies 1999 - 2000
Skills
Series 7, Mutual Funds, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Investments, Marketing, Life Insurance, Securities, Financial Services, Relationship Management, Marketing Communications, Financial Advisory
Education
Siena College 1995 — 1999
BS, Marketing Management
David Dybas's The Ayco Company Experience November 1986 - Present
Job Sr. Tax Associate at The Ayco Company
Industry Financial Services
Experience
The Ayco Company November 1986 - Present
Education
Siena College 1982 — 1986
The Ayco Company November 1986 - Present
Education
Siena College 1982 — 1986
Robert Gerber's The Ayco Company Experience January 1999 - Present
Job Vice President Financial Counseling at The Ayco Company
Industry Financial Services
Experience
The Ayco Company January 1999 - Present
Skills
Investments, Strategic Financial..., Wealth Management, Asset Allocation, Series 7, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Estate Planning, Alternative Investments, Financial Modeling, Finance, Insurance, Investment Management, Financial Services, High Net Worth...
Education
Washington University in St. Louis 1989 — 1992
BA, Economics and History
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.)
The Ayco Company January 1999 - Present
Skills
Investments, Strategic Financial..., Wealth Management, Asset Allocation, Series 7, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Estate Planning, Alternative Investments, Financial Modeling, Finance, Insurance, Investment Management, Financial Services, High Net Worth...
Education
Washington University in St. Louis 1989 — 1992
BA, Economics and History
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.)
Alexander Kahn's The Ayco Company Experience September 1998 - January 2004
Job Partner at The Law Office of Alexander E. Kahn, LLC
Industry Law Practice
Experience
Wells Fargo Private Bank February 2015 - Present
The Law Office of Alexander E. Kahn, LLC October 2009 - Present
Moore Colson December 2004 - January 2010
Alexander E. Kahn & Assoc. PC November 2003 - January 2005
The Ayco Company September 1998 - January 2004
Skills
High Net Worth..., Estate Planning, Corporate Law, Strategic Planning, Tax Law, Financial Analysis, Trusts, Business Planning, Finance, Asset Managment, Income Tax, Small Business, Wealth Management, Estate Tax Planning, Tax, Corporate Tax, Wills
Education
Quinnipiac University School of Law 1995 — 1998
JD, Law
Arizona State University 1990 — 1994
Burnt Hills - Ballston Lake High School 1986 — 1990
Wells Fargo Private Bank February 2015 - Present
The Law Office of Alexander E. Kahn, LLC October 2009 - Present
Moore Colson December 2004 - January 2010
Alexander E. Kahn & Assoc. PC November 2003 - January 2005
The Ayco Company September 1998 - January 2004
Skills
High Net Worth..., Estate Planning, Corporate Law, Strategic Planning, Tax Law, Financial Analysis, Trusts, Business Planning, Finance, Asset Managment, Income Tax, Small Business, Wealth Management, Estate Tax Planning, Tax, Corporate Tax, Wills
Education
Quinnipiac University School of Law 1995 — 1998
JD, Law
Arizona State University 1990 — 1994
Burnt Hills - Ballston Lake High School 1986 — 1990
Paul Clickman's The Ayco Company Experience September 2007 - September 2011
Job Senior Vice President Corporate Development Group at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., A Goldman Sachs Company November 2012 - Present
The Ayco Company, L.P., a Goldman Sachs Company November 2011 - November 2012
The Ayco Company September 2007 - September 2011
Certified Marketing Services, Inc. May 1992 - July 2000
Skills
Benefits Communication, Financial Planning, Customer Relations, Sales Management, Investments, New Business Development, Risk Management, Wealth Management, Financial Advisory, Strategic Financial..., Financial Analysis, Mutual Funds
Education
Siena College 1992 — 1995
Bachelor of Science (BS), Political Science and Government (cum laude)
The Ayco Company, L.P., A Goldman Sachs Company November 2012 - Present
The Ayco Company, L.P., a Goldman Sachs Company November 2011 - November 2012
The Ayco Company September 2007 - September 2011
Certified Marketing Services, Inc. May 1992 - July 2000
Skills
Benefits Communication, Financial Planning, Customer Relations, Sales Management, Investments, New Business Development, Risk Management, Wealth Management, Financial Advisory, Strategic Financial..., Financial Analysis, Mutual Funds
Education
Siena College 1992 — 1995
Bachelor of Science (BS), Political Science and Government (cum laude)
Christine Kapp Lerma's The Ayco Company Experience January 2003 - Present
Job Financial Counselor at The Ayco Company
Industry Financial Services
Experience
The Ayco Company January 2003 - Present
Skills
Wealth Management, Asset Allocation, Strategic Financial...
Education
University of California, Irvine 2000 — 2002
Bachelor of Arts (B.A.), Economics
The Ayco Company January 2003 - Present
Skills
Wealth Management, Asset Allocation, Strategic Financial...
Education
University of California, Irvine 2000 — 2002
Bachelor of Arts (B.A.), Economics
Nicole Joko, CFP®'s The Ayco Company Experience 2000 - 2005
Job Principal at HPM Partners
Industry Financial Services
Experience
HPM Partners November 2012 - Present
MullinTBG Advisors July 2004 - November 2012
The Ayco Company 2000 - 2005
Unisys 1998 - 2004
Education
California State University-Long Beach - College of Business Administration 1992 — 1997
Lowell High School
NDV
HPM Partners November 2012 - Present
MullinTBG Advisors July 2004 - November 2012
The Ayco Company 2000 - 2005
Unisys 1998 - 2004
Education
California State University-Long Beach - College of Business Administration 1992 — 1997
Lowell High School
NDV
Kyle Stokien's The Ayco Company Experience August 2004 - Present
Job Vice President Financial Counseling at The Ayco Company
Industry Financial Services
Experience
The Ayco Company August 2004 - Present
Education
Southern Illinois University, Carbondale 2001 — 2004
Juris Doctor, Law, Political Science, History
The Ayco Company August 2004 - Present
Education
Southern Illinois University, Carbondale 2001 — 2004
Juris Doctor, Law, Political Science, History
Maria Marks's The Ayco Company Experience May 2008 - Present
Job Regional Compliance Manager
Industry Financial Services
Experience
The Ayco Company May 2008 - Present
FINRA (formerly NASD) June 2000 - April 2008
Merrill Lynch 1990 - 2000
Skills
Operations, Operations Management, Investment Advisory, Series 7, Series 66, Series 24, FINRA, Securities Regulation
Education
Marquette University 1975 — 1979
Bachelor of Science, Speech
The Ayco Company May 2008 - Present
FINRA (formerly NASD) June 2000 - April 2008
Merrill Lynch 1990 - 2000
Skills
Operations, Operations Management, Investment Advisory, Series 7, Series 66, Series 24, FINRA, Securities Regulation
Education
Marquette University 1975 — 1979
Bachelor of Science, Speech
Shelly O'Byrne, MBA, CFP®, CTFA's The Ayco Company Experience September 1996 - December 2001
Job Vice President & Trust Office Manager at Bank of the West
Industry Investment Management
Experience
Bank of the West, Wealth Management March 2007 - Present
Wells Fargo December 2001 - March 2007
The Ayco Company September 1996 - December 2001
Skills
Credit, Wealth Management, Management, Banking, Portfolio Management, Investments
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1998
MBA, Finance
University of California, Riverside 1986 — 1990
BS, Economics
Bank of the West, Wealth Management March 2007 - Present
Wells Fargo December 2001 - March 2007
The Ayco Company September 1996 - December 2001
Skills
Credit, Wealth Management, Management, Banking, Portfolio Management, Investments
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1998
MBA, Finance
University of California, Riverside 1986 — 1990
BS, Economics
Jon Jurus's The Ayco Company Experience 2002 - 2004
Job Senior Vice President Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2012 - Present
John Hancock February 2007 - February 2012
Putnam Investments 2004 - 2007
The Ayco Company 2002 - 2004
Skills
Series 7
Education
American International College 1996 — 1998
Neuberger Berman February 2012 - Present
John Hancock February 2007 - February 2012
Putnam Investments 2004 - 2007
The Ayco Company 2002 - 2004
Skills
Series 7
Education
American International College 1996 — 1998
Charles Schervish's The Ayco Company Experience 2005 - 2006
Job Portfolio Manager at Blue Cross Blue Shield of Michigan
Industry Financial Services
Experience
Blue Cross Blue Shield of Michigan July 2010 - Present
Ameriprise Financial May 2006 - November 2009
The Ayco Company 2005 - 2006
Skills
Investments, Securities, Financial Analysis, Strategic Financial..., Portfolio Management, Bloomberg, Fixed Income, Asset Allocation, Financial Modeling, Asset Management, Capital Markets, Series 7, Retirement Planning
Education
University of Michigan-Dearborn
BBA
Wayne State University
MBA
Blue Cross Blue Shield of Michigan July 2010 - Present
Ameriprise Financial May 2006 - November 2009
The Ayco Company 2005 - 2006
Skills
Investments, Securities, Financial Analysis, Strategic Financial..., Portfolio Management, Bloomberg, Fixed Income, Asset Allocation, Financial Modeling, Asset Management, Capital Markets, Series 7, Retirement Planning
Education
University of Michigan-Dearborn
BBA
Wayne State University
MBA
Alexandra (Sascha) Zahariadis, BSN, RN's The Ayco Company Experience April 2007 - November 2008
Job Client Services Manager at BAYADA Home Health Care
Industry Medical Practice
Experience
BAYADA Home Health Care February 2015 - Present
Five Star Quality Care November 2013 - October 2014
Clough Harbour & Associates April 2009 - August 2011
The Ayco Company April 2007 - November 2008
Hampton Inn & Suites/Vista Host March 2006 - April 2007
Hampton Inn & Suites/Vista Host September 2005 - March 2006
Skills
PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Nursing, Cpr Certified, Community Outreach, Customer Service, Public Speaking, Management, Vital Signs, Hospitality, Training, Teaching, Critical Thinking, Human Resources, Medication..., Wound Care, Healthcare, CPR Certified, Hospitals, Patient Safety, Public Health
Education
Monroe College 2014 — 2016
Master's degree, Public Health
Monroe College 2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Nursing, 3.729
Monroe College 2011 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse, 3.69 GPA
Maria College 2008 — 2011
Associate of Science (A.S.), Part time nights and weekends
New Rochelle High School
New Rochelle High School
BAYADA Home Health Care February 2015 - Present
Five Star Quality Care November 2013 - October 2014
Clough Harbour & Associates April 2009 - August 2011
The Ayco Company April 2007 - November 2008
Hampton Inn & Suites/Vista Host March 2006 - April 2007
Hampton Inn & Suites/Vista Host September 2005 - March 2006
Skills
PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Nursing, Cpr Certified, Community Outreach, Customer Service, Public Speaking, Management, Vital Signs, Hospitality, Training, Teaching, Critical Thinking, Human Resources, Medication..., Wound Care, Healthcare, CPR Certified, Hospitals, Patient Safety, Public Health
Education
Monroe College 2014 — 2016
Master's degree, Public Health
Monroe College 2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Nursing, 3.729
Monroe College 2011 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse, 3.69 GPA
Maria College 2008 — 2011
Associate of Science (A.S.), Part time nights and weekends
New Rochelle High School
New Rochelle High School
Sandy O'Gorman's The Ayco Company Experience June 1994 - Present
Job Financial Counselor at The Ayco Company
Industry Financial Services
Experience
The Ayco Company June 1994 - Present
Education
Seton Hall University 1989 — 1993
MBA, Finance
Seton Hall University 1983 — 1987
BS, Accounting
The Ayco Company June 1994 - Present
Education
Seton Hall University 1989 — 1993
MBA, Finance
Seton Hall University 1983 — 1987
BS, Accounting
Andy Szkaradek CFP's The Ayco Company Experience September 1996 - February 2002
Job First Vice President at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank May 2013 - Present
Strategic Wealth Solutions, Inc May 2008 - May 2013
Raymond James & Associates June 2006 - March 2007
US Trust Co June 2005 - June 2006
PricewaterhouseCoopers, LLP February 2002 - June 2005
The Ayco Company September 1996 - February 2002
Skills
Retirement Planning, Financial Planning, Investments, Wealth Management, Asset Allocation, Estate Planning, Financial Advisory, Financial Planners, IRAs, Strategic Financial..., Retirement, High Net Worth..., Investment Advisory, Portfolio Management, Wealth, Small Business, Certified Financial..., Insurance, Financial Services
Education
Siena College 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
SunTrust Bank May 2013 - Present
Strategic Wealth Solutions, Inc May 2008 - May 2013
Raymond James & Associates June 2006 - March 2007
US Trust Co June 2005 - June 2006
PricewaterhouseCoopers, LLP February 2002 - June 2005
The Ayco Company September 1996 - February 2002
Skills
Retirement Planning, Financial Planning, Investments, Wealth Management, Asset Allocation, Estate Planning, Financial Advisory, Financial Planners, IRAs, Strategic Financial..., Retirement, High Net Worth..., Investment Advisory, Portfolio Management, Wealth, Small Business, Certified Financial..., Insurance, Financial Services
Education
Siena College 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
Jane Quinlan, MBA, FACMPE's The Ayco Company Experience 1988 - 1993
Job Administrator at Albany ObGyn
Industry Hospital & Health Care
Experience
Albany Chapter - NYMGMA 2008 - Present
Albany ObGyn December 2001 - Present
Prime Care Physicians PC 1997 - 2001
PhyCor of Laconia NH 1995 - 1997
Albany Associates in Cardiology PC 1993 - 1995
The Ayco Company 1988 - 1993
Education
The Sage Colleges-Sage College of Albany 1985 — 1987
MBA, Finance
State University of New York College at Plattsburgh 1981 — 1984
BA, Sociology, Psychology
Albany Chapter - NYMGMA 2008 - Present
Albany ObGyn December 2001 - Present
Prime Care Physicians PC 1997 - 2001
PhyCor of Laconia NH 1995 - 1997
Albany Associates in Cardiology PC 1993 - 1995
The Ayco Company 1988 - 1993
Education
The Sage Colleges-Sage College of Albany 1985 — 1987
MBA, Finance
State University of New York College at Plattsburgh 1981 — 1984
BA, Sociology, Psychology
Liz Amorelli's The Ayco Company Experience January 2015 - Present
Job Tax Reviewer at The Ayco Company
Industry Financial Services
Experience
The Ayco Company January 2015 - Present
Education
University at Albany, SUNY 1994 — 1995
The College of St. Rose 1992 — 1994
The Ayco Company January 2015 - Present
Education
University at Albany, SUNY 1994 — 1995
The College of St. Rose 1992 — 1994
Ron Stribley's The Ayco Company Experience September 2000 - December 2006
Job Owner, stribley capital management, LLC
Industry Investment Management
Experience
stribley capital management, LLC January 2006 - Present
Goldman Sachs/The Ayco Company 2000 - 2007
The Ayco Co (now a Goldman Sachs sub) 2000 - 2007
The Ayco Company September 2000 - December 2006
Skills
Portfolio Management, Equities, Investments, Asset Management, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1964 — 1972
MBA, Finance
stribley capital management, LLC January 2006 - Present
Goldman Sachs/The Ayco Company 2000 - 2007
The Ayco Co (now a Goldman Sachs sub) 2000 - 2007
The Ayco Company September 2000 - December 2006
Skills
Portfolio Management, Equities, Investments, Asset Management, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1964 — 1972
MBA, Finance
Sammy Hon's The Ayco Company Experience July 2007 - January 2014
Job Associate Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management January 2014 - Present
The Ayco Company July 2007 - January 2014
Skills
Equities, Bloomberg, Financial Modeling, Financial Analysis
Education
California State University-Long Beach - College of Business Administration
BNY Mellon Wealth Management January 2014 - Present
The Ayco Company July 2007 - January 2014
Skills
Equities, Bloomberg, Financial Modeling, Financial Analysis
Education
California State University-Long Beach - College of Business Administration
Donna Walton's The Ayco Company Experience 1998 - 2003
Job Will and Estate Specialist at TD Bank
Industry Financial Services
Experience
TD Bank 2010 - Present
Bellatore 2008 - 2009
Citi 2006 - 2008
Merrill Lynch Trust Company 2003 - 2006
The Ayco Company 1998 - 2003
Skills
Wealth Management, Insurance, Financial Planning, Estate Planning, High Net Worth..., Financial Services, Investments, Asset Management, Portfolio Management, Securities, Mutual Funds, Banking, Investment Advisory, Wealth Management..., Asset Allocation, Estate Law, Trust Services, Strategic Financial..., Charities
Education
Quinnipiac University School of Law 1993 — 1996
JD, Law
University of Connecticut 1984 — 1988
BA, Political Science
TD Bank 2010 - Present
Bellatore 2008 - 2009
Citi 2006 - 2008
Merrill Lynch Trust Company 2003 - 2006
The Ayco Company 1998 - 2003
Skills
Wealth Management, Insurance, Financial Planning, Estate Planning, High Net Worth..., Financial Services, Investments, Asset Management, Portfolio Management, Securities, Mutual Funds, Banking, Investment Advisory, Wealth Management..., Asset Allocation, Estate Law, Trust Services, Strategic Financial..., Charities
Education
Quinnipiac University School of Law 1993 — 1996
JD, Law
University of Connecticut 1984 — 1988
BA, Political Science
Kathryn Roden's The Ayco Company Experience August 2011 - Present
Job VP, Director of Business Development at The Ayco Company
Industry Financial Services
Experience
The Ayco Company August 2011 - Present
Lord Abbett June 2003 - November 2005
Massey Knakal Realty Services 2001 - 2002
Education
University at Albany, SUNY 2006 — 2008
MBA
Lafayette College 1999 — 2003
BA, Economics, business
The Ayco Company August 2011 - Present
Lord Abbett June 2003 - November 2005
Massey Knakal Realty Services 2001 - 2002
Education
University at Albany, SUNY 2006 — 2008
MBA
Lafayette College 1999 — 2003
BA, Economics, business
Joyce Schnur's The Ayco Company Experience May 1987 - August 1997
Job Vice President at Kaplan
Industry Financial Services
Experience
Kaplan University School of Professional and Continuing Education February 2015 - Present
Kaplan University School of Professional and Continuing Education October 2006 - Present
CFP(r) Instructor 2002 - Present
Deloitte November 1999 - October 2006
KPMG Peat Marwick August 1997 - November 1999
The Ayco Company May 1987 - August 1997
Skills
Financial Planning, Wealth Management, Strategic Financial...
Education
Duquesne University 1990 — 1994
MBA, Financial Planning
Grove City College 1983 — 1987
BA, Financial Planning
Butler High School
Kaplan University School of Professional and Continuing Education February 2015 - Present
Kaplan University School of Professional and Continuing Education October 2006 - Present
CFP(r) Instructor 2002 - Present
Deloitte November 1999 - October 2006
KPMG Peat Marwick August 1997 - November 1999
The Ayco Company May 1987 - August 1997
Skills
Financial Planning, Wealth Management, Strategic Financial...
Education
Duquesne University 1990 — 1994
MBA, Financial Planning
Grove City College 1983 — 1987
BA, Financial Planning
Butler High School
Kathleen O'Day's The Ayco Company Experience September 1998 - Present
Job Vice President at The Ayco Company
Industry Financial Services
Experience
The Ayco Company September 1998 - Present
Education
University of Dayton School of Law 1995 — 1998
J.D., Law
Marian University 1991 — 1995
B.S., Business Administration
The Ayco Company September 1998 - Present
Education
University of Dayton School of Law 1995 — 1998
J.D., Law
Marian University 1991 — 1995
B.S., Business Administration
Ken Dugan CFP's The Ayco Company Experience January 2003 - December 2008
Job Managing Director at Leo Group LLC
Industry Financial Services
Experience
Leo Group LLC November 2012 - Present
FCG Global, LLC November 2011 - November 2012
Comprehensive Wealth Solutions January 2009 - July 2011
The Ayco Company January 2003 - December 2008
AMG 1995 - 2002
AMG June 1993 - December 1994
Skills
Estate Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Finance, Series 7, Asset Allocation, Financial Advisory, High Net Worth..., Financial Services, Financial Planning, Wealth Management, Wealth, Employee Benefits, Fixed Annuities, Management, Asset Management
Education
Montclair State University 1994 — 1997
MBA, Finance
Montclair State University
Bachelor's degree, Political Science and Government
Leo Group LLC November 2012 - Present
FCG Global, LLC November 2011 - November 2012
Comprehensive Wealth Solutions January 2009 - July 2011
The Ayco Company January 2003 - December 2008
AMG 1995 - 2002
AMG June 1993 - December 1994
Skills
Estate Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Finance, Series 7, Asset Allocation, Financial Advisory, High Net Worth..., Financial Services, Financial Planning, Wealth Management, Wealth, Employee Benefits, Fixed Annuities, Management, Asset Management
Education
Montclair State University 1994 — 1997
MBA, Finance
Montclair State University
Bachelor's degree, Political Science and Government
Jennifer Kershman's The Ayco Company Experience June 2000 - March 2001
Job .
Industry Design
Experience
Audi of Mission Viejo October 2006 - December 2008
Worthington Dodge of Carlsbad November 2001 - October 2006
Don-A-Vee Automotive Group March 2001 - October 2001
The Ayco Company June 2000 - March 2001
Tuttle-Click Automotive Group July 1989 - June 2000
Tuttle Click Automotive 1989 - 2000
Skills
Customer Service, Microsoft Office, Accounts Payable, Accounting, Automotive, Project Management
Education
Saddleback College 1988 — 1989
General Studies
Audi of Mission Viejo October 2006 - December 2008
Worthington Dodge of Carlsbad November 2001 - October 2006
Don-A-Vee Automotive Group March 2001 - October 2001
The Ayco Company June 2000 - March 2001
Tuttle-Click Automotive Group July 1989 - June 2000
Tuttle Click Automotive 1989 - 2000
Skills
Customer Service, Microsoft Office, Accounts Payable, Accounting, Automotive, Project Management
Education
Saddleback College 1988 — 1989
General Studies
Julia Prescott's The Ayco Company Experience August 2007 - May 2010
Job Senior Planning Associate at SignatureFD
Industry Financial Services
Experience
Juice Plus January 2015 - Present
SignatureFD May 2010 - December 2014
The Ayco Company August 2007 - May 2010
The Ayco Company, L.P. - A Goldman Sachs Company 2007 - May 2010
Vroon & Crongeyer June 2005 - August 2005
Alston & Bird LLP June 2003 - August 2004
Georgia Justice Project May 2002 - August 2002
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Law, Marketing, & Finance
Georgia State University College of Law 2004 — 2007
JD, Business
Skidmore College 1999 — 2003
BA, Philosophy & French Double Major
Juice Plus January 2015 - Present
SignatureFD May 2010 - December 2014
The Ayco Company August 2007 - May 2010
The Ayco Company, L.P. - A Goldman Sachs Company 2007 - May 2010
Vroon & Crongeyer June 2005 - August 2005
Alston & Bird LLP June 2003 - August 2004
Georgia Justice Project May 2002 - August 2002
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Law, Marketing, & Finance
Georgia State University College of Law 2004 — 2007
JD, Business
Skidmore College 1999 — 2003
BA, Philosophy & French Double Major
Brian Lussier's The Ayco Company Experience August 1997 - Present
Job Vice President Financial Counseling at The Ayco Company Goldman Sachs
Industry Financial Services
Experience
The Ayco Company August 1997 - Present
Education
Albany Law School of Union University 1994 — 1997
JD, Law
Siena College 1990 — 1994
BA, Political Science
Bishop Hendricken 1986 — 1990
The Ayco Company August 1997 - Present
Education
Albany Law School of Union University 1994 — 1997
JD, Law
Siena College 1990 — 1994
BA, Political Science
Bishop Hendricken 1986 — 1990
Sarah Salem's The Ayco Company Experience May 2007 - April 2009
Job People Programs Manager at Google
Industry Human Resources
Experience
Google August 2014 - Present
Ariba (an SAP Company) May 2009 - August 2014
The Ayco Company May 2007 - April 2009
BNY Mellon October 2005 - April 2007
BNY Mellon October 2004 - October 2005
Skills
Project Management, Internal Communications, Microsoft Office, PeopleSoft, Corporate Events, Town Hall Meetings, Social Networking, Strategic Planning, Change Management, Total Rewards, Organizational..., Integration, Employment Law..., Training, Management, Recruiting, Financial Analysis, Human Resources, Risk Management, Leadership
Education
University of Pittsburgh 2000 — 2004
BS, Business Management
University of Pittsburgh 2000 — 2004
BA, Spanish Language and Culture
Google August 2014 - Present
Ariba (an SAP Company) May 2009 - August 2014
The Ayco Company May 2007 - April 2009
BNY Mellon October 2005 - April 2007
BNY Mellon October 2004 - October 2005
Skills
Project Management, Internal Communications, Microsoft Office, PeopleSoft, Corporate Events, Town Hall Meetings, Social Networking, Strategic Planning, Change Management, Total Rewards, Organizational..., Integration, Employment Law..., Training, Management, Recruiting, Financial Analysis, Human Resources, Risk Management, Leadership
Education
University of Pittsburgh 2000 — 2004
BS, Business Management
University of Pittsburgh 2000 — 2004
BA, Spanish Language and Culture
Tony DePalma's The Ayco Company Experience November 1999 - November 2008
Job Computer & Network Security Professional
Industry Computer & Network Security
Experience
The Ayco Company November 1999 - November 2008
The Ayco Company November 1999 - November 2008
Skills
Information Security, Network Security, Risk Management, Security, Leadership, Information Security..., Computer Security, Disaster Recovery, CISSP, Business Continuity, Vulnerability Assessment, Windows Server, System Administration
Education
Montclair State University 1964 — 1968
associates, Industrial Arts
The Ayco Company November 1999 - November 2008
The Ayco Company November 1999 - November 2008
Skills
Information Security, Network Security, Risk Management, Security, Leadership, Information Security..., Computer Security, Disaster Recovery, CISSP, Business Continuity, Vulnerability Assessment, Windows Server, System Administration
Education
Montclair State University 1964 — 1968
associates, Industrial Arts
Jason Guenther, CFP®'s The Ayco Company Experience December 2006 - September 2008
Job Financial Advisor
Industry Financial Services
Experience
Stephens Wealth Management Group April 2012 - Present
Stevens Wealth Management July 2011 - November 2011
Stevens Wealth Management January 2009 - July 2011
The Ayco Company December 2006 - September 2008
The Ayco Company February 2005 - December 2006
Education
Michigan State University 1993 — 2000
Finance, Psychology
Stephens Wealth Management Group April 2012 - Present
Stevens Wealth Management July 2011 - November 2011
Stevens Wealth Management January 2009 - July 2011
The Ayco Company December 2006 - September 2008
The Ayco Company February 2005 - December 2006
Education
Michigan State University 1993 — 2000
Finance, Psychology
Heidi Morton's The Ayco Company Experience 1987 - 1997
Job Photographer at Heidi Morton Photography
Industry Financial Services
Experience
Heidi Morton Photography d/b/a Peachtree Pictures October 2003 - Present
CirclePix 2003 - 2008
Charles Schwab 1997 - 2001
The Ayco Company 1987 - 1997
Skills
Commercial Photography, Fine Art Photography, Event Photography, Travel Photography, Digital Photography, Photoshop, Portrait Photography, Mac, Microsoft Word, Customer Service, Web Design, Property Photography, Family Photography, Sports Photography, Candid Photography, Food Photography, Lifestyle Photography, Group Photos, Final Cut Pro, Marketing, Direct Sales, Retail Sales, Windows, QuickBooks, Microsoft Office, Microsoft Excel, PowerPoint, Digital Darkroom, Web Development, Book Design, iMovie
Education
University of Georgia - Terry College of Business 1980 — 1984
BBA, Finance
Ridgeview High School
The Creative Circus
Professional Certificate, Photography
Heidi Morton Photography d/b/a Peachtree Pictures October 2003 - Present
CirclePix 2003 - 2008
Charles Schwab 1997 - 2001
The Ayco Company 1987 - 1997
Skills
Commercial Photography, Fine Art Photography, Event Photography, Travel Photography, Digital Photography, Photoshop, Portrait Photography, Mac, Microsoft Word, Customer Service, Web Design, Property Photography, Family Photography, Sports Photography, Candid Photography, Food Photography, Lifestyle Photography, Group Photos, Final Cut Pro, Marketing, Direct Sales, Retail Sales, Windows, QuickBooks, Microsoft Office, Microsoft Excel, PowerPoint, Digital Darkroom, Web Development, Book Design, iMovie
Education
University of Georgia - Terry College of Business 1980 — 1984
BBA, Finance
Ridgeview High School
The Creative Circus
Professional Certificate, Photography
Eric Gordon's The Ayco Company Experience October 1986 - Present
Job Senior Vice President at The Ayco Company
Industry Financial Services
Experience
The Ayco Company October 1986 - Present
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
State University of New York College at Plattsburgh 1981 — 1985
BS, Accounting
The Ayco Company October 1986 - Present
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
State University of New York College at Plattsburgh 1981 — 1985
BS, Accounting
Nara Callanan's The Ayco Company Experience 1997 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Entreprenuer May 2002 - January 2007
Ernst & Young March 2001 - May 2002
The Northern Trust Company September 2000 - March 2001
The Ayco Company 1997 - 2000
Education
Albany Law School of Union University 1994 — 1997
J.D., Tax/Estate Planning
Skidmore College 1991 — 1994
B.S., English
Entreprenuer May 2002 - January 2007
Ernst & Young March 2001 - May 2002
The Northern Trust Company September 2000 - March 2001
The Ayco Company 1997 - 2000
Education
Albany Law School of Union University 1994 — 1997
J.D., Tax/Estate Planning
Skidmore College 1991 — 1994
B.S., English
Dan Weinberg's The Ayco Company Experience November 1983 - June 2002
Job Chief Economist at Empire Asset
Industry Financial Services
Experience
AllSquare Wealth Management, LLC Chief EconomistEmpire Asset2005 - 2012
Goldman Sachs Asset Management June 2002 - April 2005
The Ayco Company, L.P., A Goldman Sachs Company 1983 - 2005
The Ayco Company November 1983 - June 2002
Education
University at Albany, SUNY 1991 — 1993
ms, Taxation
AllSquare Wealth Management, LLC Chief EconomistEmpire Asset2005 - 2012
Goldman Sachs Asset Management June 2002 - April 2005
The Ayco Company, L.P., A Goldman Sachs Company 1983 - 2005
The Ayco Company November 1983 - June 2002
Education
University at Albany, SUNY 1991 — 1993
ms, Taxation
Gavin Labate's The Ayco Company Experience May 2009 - August 2009
Job Tax Senior at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP July 2012 - Present
University at Albany August 2011 - May 2012
Deloitte Tax LLP June 2011 - August 2011
The Ayco Company May 2009 - August 2009
NYS Department of Tax & Finance May 2008 - August 2008
Mohawk Golf Club May 2007 - August 2007
Skills
Mixtapes, Tax, Investments, Private Equity, Financial Advisory, Estate Planning, High Net Worth..., Tax Accounting, Income Tax, CPA, Accounting
Education
University at Albany 2011 — 2012
Masters, Taxation
University of Notre Dame - Mendoza College of Business 2007 — 2011
BS, Accounting
Deloitte Tax LLP July 2012 - Present
University at Albany August 2011 - May 2012
Deloitte Tax LLP June 2011 - August 2011
The Ayco Company May 2009 - August 2009
NYS Department of Tax & Finance May 2008 - August 2008
Mohawk Golf Club May 2007 - August 2007
Skills
Mixtapes, Tax, Investments, Private Equity, Financial Advisory, Estate Planning, High Net Worth..., Tax Accounting, Income Tax, CPA, Accounting
Education
University at Albany 2011 — 2012
Masters, Taxation
University of Notre Dame - Mendoza College of Business 2007 — 2011
BS, Accounting
Paul Giliberto, CFP®'s The Ayco Company Experience 1997 - 1998
Job Senior Wealth Planner at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank 2011 - Present
BB&T 2010 - 2011
Wachovia Wealth Management 2007 - 2009
Wachovia Wealth Management 2006 - 2007
Wachovia Wealth Management 2004 - 2006
Wachovia Wealth Management 2000 - 2004
Wachovia Wealth Management 1998 - 2000
The Ayco Company 1997 - 1998
Massachusetts MutualLife Insurance Company 1995 - 1997
Education
University of Richmond 1991 — 1995
E. Claiborne Robins School of BusinessBachelor of Science, Business Administration, Finance
SunTrust Bank 2011 - Present
BB&T 2010 - 2011
Wachovia Wealth Management 2007 - 2009
Wachovia Wealth Management 2006 - 2007
Wachovia Wealth Management 2004 - 2006
Wachovia Wealth Management 2000 - 2004
Wachovia Wealth Management 1998 - 2000
The Ayco Company 1997 - 1998
Massachusetts MutualLife Insurance Company 1995 - 1997
Education
University of Richmond 1991 — 1995
E. Claiborne Robins School of BusinessBachelor of Science, Business Administration, Finance
Chris Sausville's The Ayco Company Experience June 1997 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
The Ayco Company June 1997 - May 2009
Education
Castleton University 1985 — 1989
Bachelor of Science, Business
The Ayco Company June 1997 - May 2009
Education
Castleton University 1985 — 1989
Bachelor of Science, Business
Bryant Nikodem's The Ayco Company Experience June 2013 - Present
Job Vice President Financial Counseling at The Ayco Company
Industry Financial Services
Experience
The Ayco Company June 2013 - Present
The Ayco Company January 2012 - June 2013
The Ayco Company, L.P. January 2011 - January 2012
The Ayco Company, L.P. June 2009 - January 2011
The Ayco Company, L.P. June 2008 - June 2009
The Ayco Company, L.P. August 2006 - June 2008
Skills
Estate Planning, Wealth Management, Retirement Planning, Wealth, Investment Advisory, Wealth Management..., Strategic Financial..., Securities, Retirement, Investments, Financial Planners, Mutual Funds, Financial Planning
Education
Albany Law School of Union University 2003 — 2006
J.D., Law
Binghamton University 2001 — 2002
Bachelor of Arts (BA), English Language and Literature, General
The Ayco Company June 2013 - Present
The Ayco Company January 2012 - June 2013
The Ayco Company, L.P. January 2011 - January 2012
The Ayco Company, L.P. June 2009 - January 2011
The Ayco Company, L.P. June 2008 - June 2009
The Ayco Company, L.P. August 2006 - June 2008
Skills
Estate Planning, Wealth Management, Retirement Planning, Wealth, Investment Advisory, Wealth Management..., Strategic Financial..., Securities, Retirement, Investments, Financial Planners, Mutual Funds, Financial Planning
Education
Albany Law School of Union University 2003 — 2006
J.D., Law
Binghamton University 2001 — 2002
Bachelor of Arts (BA), English Language and Literature, General
Steve Forrester's The Ayco Company Experience July 1998 - June 2000
Job Advanced Markets Attorney
Industry Insurance
Experience
AIG May 2014 - Present
U.S. Trust February 2013 - May 2014
Law Office of Stevon L. Forrester May 2009 - January 2013
UBS June 2000 - April 2009
The Ayco Company July 1998 - June 2000
Skills
Corporate Law, Finance, Financial Advisory, Estate Planning, Fixed Annuities, High Net Worth..., Insurance, Legal Writing, Life Insurance
Education
New York University School of Law 2001 — 2003
LL.M., Federal Taxation
Albany Law School of Union University 1994 — 1997
JD
Binghamton University - School of Management 1990 — 1994
BS, Accounting
AIG May 2014 - Present
U.S. Trust February 2013 - May 2014
Law Office of Stevon L. Forrester May 2009 - January 2013
UBS June 2000 - April 2009
The Ayco Company July 1998 - June 2000
Skills
Corporate Law, Finance, Financial Advisory, Estate Planning, Fixed Annuities, High Net Worth..., Insurance, Legal Writing, Life Insurance
Education
New York University School of Law 2001 — 2003
LL.M., Federal Taxation
Albany Law School of Union University 1994 — 1997
JD
Binghamton University - School of Management 1990 — 1994
BS, Accounting
Sharon Waldbillig's The Ayco Company Experience February 1999 - September 2001
Job Regrouping
Industry Information Technology and Services
Experience
Ballston Spa National Bank September 2001 - November 2011
The Ayco Company February 1999 - September 2001
Evergreen Bank, N.A. June 1997 - January 1999
ISC-Bunker Ramo (Olivetti) 1980 - 1990
Skills
Customer Service, Windows, Banking, Networking
Education
Hudson Valley Community College 1971 — 1973
AAS, Data Processing
Ballston Spa National Bank September 2001 - November 2011
The Ayco Company February 1999 - September 2001
Evergreen Bank, N.A. June 1997 - January 1999
ISC-Bunker Ramo (Olivetti) 1980 - 1990
Skills
Customer Service, Windows, Banking, Networking
Education
Hudson Valley Community College 1971 — 1973
AAS, Data Processing
Kris Yamano's The Ayco Company Experience 2003 - 2004
Job Vice President Senior Wealth Planning Strategist at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo November 2013 - Present
Squar Milner July 2012 - October 2013
Squar Milner December 2010 - June 2012
PricewaterhouseCoopers October 2007 - December 2010
RSM McGladrey 2004 - 2007
The Ayco Company 2003 - 2004
Skills
Tax, Estate Law, Income Tax, Tax Advisory, Tax Accounting, High Net Worth..., Tax Law, Estate Tax Planning, Tax Preparation, Trusts, Tax Research, Tax Returns, Estate Planning, Big 4, Gift Tax, Multi-generational..., Succession Planning, Charitable Gift Planning, Personal Financial...
Education
Chapman University, School of Law 1999 — 2003
JD/MBA
University of California, Los Angeles 1995 — 1999
BA, Sociology
Wells Fargo November 2013 - Present
Squar Milner July 2012 - October 2013
Squar Milner December 2010 - June 2012
PricewaterhouseCoopers October 2007 - December 2010
RSM McGladrey 2004 - 2007
The Ayco Company 2003 - 2004
Skills
Tax, Estate Law, Income Tax, Tax Advisory, Tax Accounting, High Net Worth..., Tax Law, Estate Tax Planning, Tax Preparation, Trusts, Tax Research, Tax Returns, Estate Planning, Big 4, Gift Tax, Multi-generational..., Succession Planning, Charitable Gift Planning, Personal Financial...
Education
Chapman University, School of Law 1999 — 2003
JD/MBA
University of California, Los Angeles 1995 — 1999
BA, Sociology
Steven Luttman's The Ayco Company Experience June 2008 - November 2008
Job Asset Manager at Stockbridge Capital LLC
Industry Financial Services
Experience
Stockbridge Capital LLC February 2012 - Present
Trustco Bank June 2011 - February 2012
Trustco Bank January 2010 - May 2011
The Ayco Company June 2008 - November 2008
Tri-City ValleyCats, Inc. 2005 - 2005
Schenectady Inner City Mission 2004 - 2004
Skills
Accounting, Analysis, Banking, Compliance, Credit, Customer Service, Employee Benefits, Estate Planning, Finance, Financial Analysis, Human Resources, Microsoft Excel, Outlook, Training, Wealth Management
Education
State University of New York at Albany 2009 — 2014
Masters, Business Administration
Nazareth College 2006 — 2008
B.S, Business Administration; Economics
Stockbridge Capital LLC February 2012 - Present
Trustco Bank June 2011 - February 2012
Trustco Bank January 2010 - May 2011
The Ayco Company June 2008 - November 2008
Tri-City ValleyCats, Inc. 2005 - 2005
Schenectady Inner City Mission 2004 - 2004
Skills
Accounting, Analysis, Banking, Compliance, Credit, Customer Service, Employee Benefits, Estate Planning, Finance, Financial Analysis, Human Resources, Microsoft Excel, Outlook, Training, Wealth Management
Education
State University of New York at Albany 2009 — 2014
Masters, Business Administration
Nazareth College 2006 — 2008
B.S, Business Administration; Economics
Eric Longstreth's The Ayco Company Experience May 2006 - Present
Job Vice President and Account Manager at The Ayco Company
Industry Financial Services
Experience
The Ayco Company May 2006 - Present
Mellon Financial 2001 - 2005
Skills
Asset Allocation, Mutual Funds, Financial Analysis, Finance, Series 7, Portfolio Management, Financial Services, Financial Planning, Wealth Management, Retirement Planning, Equities, Estate Planning, Securities, Investments, Investment Advisory, High Net Worth..., Retirement, Financial Advisory, Fixed Income, Analysis, Wealth, Asset Management, Tax, Investment Strategies, Series 63, Cash Management, Wealth Management..., Investment Management, Corporate Finance, Options, Alternative Investments
Education
Robert Morris University 2003 — 2005
MBA, Corporate Finance
University of Pittsburgh 1997 — 2001
BS, Finance & Marketing
The Ayco Company May 2006 - Present
Mellon Financial 2001 - 2005
Skills
Asset Allocation, Mutual Funds, Financial Analysis, Finance, Series 7, Portfolio Management, Financial Services, Financial Planning, Wealth Management, Retirement Planning, Equities, Estate Planning, Securities, Investments, Investment Advisory, High Net Worth..., Retirement, Financial Advisory, Fixed Income, Analysis, Wealth, Asset Management, Tax, Investment Strategies, Series 63, Cash Management, Wealth Management..., Investment Management, Corporate Finance, Options, Alternative Investments
Education
Robert Morris University 2003 — 2005
MBA, Corporate Finance
University of Pittsburgh 1997 — 2001
BS, Finance & Marketing
Dipali Amin's The Ayco Company Experience September 1998 - Present
Job Survivor Financial Counseling
Industry Financial Services
Experience
The Ayco Company September 1998 - Present
Education
University of Illinois College of Law 1995 — 1998
JD
Northwestern University 1992 — 1995
BA, Economics
The Ayco Company September 1998 - Present
Education
University of Illinois College of Law 1995 — 1998
JD
Northwestern University 1992 — 1995
BA, Economics
Karin Jergovich's The Ayco Company Experience June 2006 - October 2007
Job Senior Associate at Cambridge Connection, Inc.
Industry Financial Services
Experience
Cambridge Connection, Inc. December 2007 - Present
The Ayco Company June 2006 - October 2007
Education
Oakland University 1995 — 1998
Bachelor's of Science, Finance
Cambridge Connection, Inc. December 2007 - Present
The Ayco Company June 2006 - October 2007
Education
Oakland University 1995 — 1998
Bachelor's of Science, Finance
Katherine Abate's The Ayco Company Experience August 1998 - July 2000
Job SVP and Director, Trust Services at Northeastern Regional Bank
Industry Investment Management
Experience
Northeastern Regional Bank November 2011 - Present
Fiduciary Trust Company International July 2007 - January 2011
Franklin Templeton Bank and Trust July 2007 - March 2010
Fiduciary Trust Company International January 2006 - July 2007
Windels Marx Lane and Mittendorf December 2002 - January 2006
Morgan Stanley Trust July 2000 - December 2002
The Ayco Company August 1998 - July 2000
Skills
Managment, Estate Planning, Trusts, Probate, Estate Administration, Wills, Estate Tax Planning, Financial Planning, Trust Services, Gift Tax, High Net Worth..., Asset Allocation, Investments, Wealth Management, Management, Strategic Financial..., Wealth Management...
Education
Brooklyn Law School 1994 — 1997
Juris Doctor, Law
Adelphi University 1990 — 1994
B.S., Management
Northeastern Regional Bank November 2011 - Present
Fiduciary Trust Company International July 2007 - January 2011
Franklin Templeton Bank and Trust July 2007 - March 2010
Fiduciary Trust Company International January 2006 - July 2007
Windels Marx Lane and Mittendorf December 2002 - January 2006
Morgan Stanley Trust July 2000 - December 2002
The Ayco Company August 1998 - July 2000
Skills
Managment, Estate Planning, Trusts, Probate, Estate Administration, Wills, Estate Tax Planning, Financial Planning, Trust Services, Gift Tax, High Net Worth..., Asset Allocation, Investments, Wealth Management, Management, Strategic Financial..., Wealth Management...
Education
Brooklyn Law School 1994 — 1997
Juris Doctor, Law
Adelphi University 1990 — 1994
B.S., Management
Shaun Mutch's The Ayco Company Experience September 2002 - December 2011
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS Wealth Management December 2011 - June 2015
The Ayco Company September 2002 - December 2011
Education
Claremont McKenna College
UBS Wealth Management June 2015 - Present
UBS Wealth Management December 2011 - June 2015
The Ayco Company September 2002 - December 2011
Education
Claremont McKenna College
Victoria Fredendall's The Ayco Company Experience May 2008 - November 2008
Job Specialist HR Administration at Hollister Incorporated
Industry Medical Devices
Experience
Hollister Incorporated November 2010 - Present
Hollister Incorporated March 2009 - November 2010
The Ayco Company May 2008 - November 2008
ACS Recovery Services August 2003 - January 2008
Skills
Training, Human Resources, Software Documentation, Process Improvement, Management, Analysis, Budgets, System Administration, Customer Service, Personnel Management, Marketing, Strategy, Strategic Planning, PowerPoint, Public Speaking, Sales, Organizational..., Performance Management, Leadership Development, Employee Relations, Time Management, Administration, Recruiting, Policy
Education
Aurora University 2001 — 2003
Bachelor's Degree, Social Work
Hollister Incorporated November 2010 - Present
Hollister Incorporated March 2009 - November 2010
The Ayco Company May 2008 - November 2008
ACS Recovery Services August 2003 - January 2008
Skills
Training, Human Resources, Software Documentation, Process Improvement, Management, Analysis, Budgets, System Administration, Customer Service, Personnel Management, Marketing, Strategy, Strategic Planning, PowerPoint, Public Speaking, Sales, Organizational..., Performance Management, Leadership Development, Employee Relations, Time Management, Administration, Recruiting, Policy
Education
Aurora University 2001 — 2003
Bachelor's Degree, Social Work
Aggie Simpson's The Ayco Company Experience March 2005 - August 2011
Job Regional Wealth Planning Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2014 - Present
Wells Fargo Private Bank July 2012 - Present
The Ayco Company, LP, a Goldman Sachs Company August 2011 - July 2012
The Ayco Company March 2005 - August 2011
The Ayco Company, L.P. June 1980 - August 2011
Rexco Energy Securities, Inc. September 1983 - January 1987
Rexco Energy, Inc. September 1983 - January 1987
Skills
Financial Planning, Inheritance Tax Planning, Tax Planning, Estate Planning, Asset Allocation, Retirement Planning, Wealth Management, Options, Cash Flow, Income Tax, Employee Benefits, High Net Worth..., Private Wealth..., Estate Tax Planning, Financial Advisory, Insurance Planning, Investments, Retirement, Investment Advisory, Trusts, Asset Protection, Wealth, Wealth Transfer, Wealth Preservation, Wealth Transfer Planning, Series 7, Charitable Giving, Succession Planning, Wills, Insurance, Tax Preparation, Wealth Management..., Financial Planners, Strategic Financial..., Certified Financial..., Financial Services, Securities, 401k, Investment Strategies, Personal Financial..., Alternative Investments, Mutual Funds, Investment Management, Series 63, Asset Management, Fixed Annuities, Hedge Funds, Life Insurance, Trust Services
Education
Union College 1973 — 1997
BS, Industrial Economics
Union College 1980 — 1982
MBA, Planning & Control
Union College
Aggie obtained a BS; MBA, Industrial Economics and; Planning & Control
Wells Fargo Private Bank August 2014 - Present
Wells Fargo Private Bank July 2012 - Present
The Ayco Company, LP, a Goldman Sachs Company August 2011 - July 2012
The Ayco Company March 2005 - August 2011
The Ayco Company, L.P. June 1980 - August 2011
Rexco Energy Securities, Inc. September 1983 - January 1987
Rexco Energy, Inc. September 1983 - January 1987
Skills
Financial Planning, Inheritance Tax Planning, Tax Planning, Estate Planning, Asset Allocation, Retirement Planning, Wealth Management, Options, Cash Flow, Income Tax, Employee Benefits, High Net Worth..., Private Wealth..., Estate Tax Planning, Financial Advisory, Insurance Planning, Investments, Retirement, Investment Advisory, Trusts, Asset Protection, Wealth, Wealth Transfer, Wealth Preservation, Wealth Transfer Planning, Series 7, Charitable Giving, Succession Planning, Wills, Insurance, Tax Preparation, Wealth Management..., Financial Planners, Strategic Financial..., Certified Financial..., Financial Services, Securities, 401k, Investment Strategies, Personal Financial..., Alternative Investments, Mutual Funds, Investment Management, Series 63, Asset Management, Fixed Annuities, Hedge Funds, Life Insurance, Trust Services
Education
Union College 1973 — 1997
BS, Industrial Economics
Union College 1980 — 1982
MBA, Planning & Control
Union College
Aggie obtained a BS; MBA, Industrial Economics and; Planning & Control
Bijal Chikani's The Ayco Company Experience January 2007 - October 2013
Job Tax Accountant at Gould & Ratner LLP
Industry Financial Services
Experience
Gould & Ratner LLP September 2014 - Present
Michael J. Liccar & Co. CPA October 2013 - September 2014
The Ayco Company January 2007 - October 2013
Universal Accounting Services Inc October 2002 - December 2006
Skills
Estate Tax Planning, High Net Worth..., Tax Preparation, Income Tax, Financial Planners, Tax, Estate Planning, Investments, Strategic Financial..., Accounting, Financial Reporting, Wealth Management, Wealth, Retirement Planning, Personal Income Tax..., Tax Research, Investment Advisory, Financial Analysis, Asset Allocation, FAS 5, Retirement, Mutual Funds, Cash Flow
Education
Washington Institute of Graduate Studies 2009 — 2012
MS. Tax, Taxation
Colorado State Board of Accountancy 2005 — 2007
CPA, Accounting, Auditing, Business Law
Oakton Community College 2002 — 2004
Accounting, Auditing, Taxation
Gujarat University 1998 — 2001
BS Accounting & Management, Accounting, Management, Economics
Gould & Ratner LLP September 2014 - Present
Michael J. Liccar & Co. CPA October 2013 - September 2014
The Ayco Company January 2007 - October 2013
Universal Accounting Services Inc October 2002 - December 2006
Skills
Estate Tax Planning, High Net Worth..., Tax Preparation, Income Tax, Financial Planners, Tax, Estate Planning, Investments, Strategic Financial..., Accounting, Financial Reporting, Wealth Management, Wealth, Retirement Planning, Personal Income Tax..., Tax Research, Investment Advisory, Financial Analysis, Asset Allocation, FAS 5, Retirement, Mutual Funds, Cash Flow
Education
Washington Institute of Graduate Studies 2009 — 2012
MS. Tax, Taxation
Colorado State Board of Accountancy 2005 — 2007
CPA, Accounting, Auditing, Business Law
Oakton Community College 2002 — 2004
Accounting, Auditing, Taxation
Gujarat University 1998 — 2001
BS Accounting & Management, Accounting, Management, Economics
Rishi Parikh's The Ayco Company Experience June 2007 - October 2012
Job Real Estate Manager at DaVita
Industry Financial Services
Experience
DaVita Kidney Care April 2015 - Present
DaVita Kidney Care October 2012 - April 2015
The Ayco Company June 2007 - October 2012
RGT Capital Management July 2006 - February 2007
Canterbury Consulting January 2006 - June 2006
Skills
Asset Management, Finance, Strategic Financial..., Commercial Real Estate, Real Estate, Portfolio Management, Financial Analysis, Financial Reporting
Education
University of California, Irvine 2003 — 2007
Degree: Bachelor of Arts, Economics
DaVita Kidney Care April 2015 - Present
DaVita Kidney Care October 2012 - April 2015
The Ayco Company June 2007 - October 2012
RGT Capital Management July 2006 - February 2007
Canterbury Consulting January 2006 - June 2006
Skills
Asset Management, Finance, Strategic Financial..., Commercial Real Estate, Real Estate, Portfolio Management, Financial Analysis, Financial Reporting
Education
University of California, Irvine 2003 — 2007
Degree: Bachelor of Arts, Economics
Patricia Valeri's The Ayco Company Experience 1997 - 1999
Job Financial Planner
Industry Banking
Experience
TD Bank Group January 2012 - Present
Wells Fargo Family Wealth 2004 - January 2012
Wachovia 2001 - 2004
PwC 1999 - 2001
The Ayco Company 1997 - 1999
Skills
Strategic Financial..., Estate Planning, Wealth, Wealth Management..., Tax, Finance, Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Mutual Funds, Asset Management, Investment Strategies, High Net Worth..., Equities, Financial Services, Retirement Planning, Risk Management, Financial Advisory
Education
Villanova Law School 1994 — 1995
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Camden 1991 — 1994
Doctor of Law (JD)
Villanova University 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
TD Bank Group January 2012 - Present
Wells Fargo Family Wealth 2004 - January 2012
Wachovia 2001 - 2004
PwC 1999 - 2001
The Ayco Company 1997 - 1999
Skills
Strategic Financial..., Estate Planning, Wealth, Wealth Management..., Tax, Finance, Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Mutual Funds, Asset Management, Investment Strategies, High Net Worth..., Equities, Financial Services, Retirement Planning, Risk Management, Financial Advisory
Education
Villanova Law School 1994 — 1995
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Camden 1991 — 1994
Doctor of Law (JD)
Villanova University 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Gerard E. Fitzgerald, MBA's The Ayco Company Experience 2006 - 2007
Job Senior Accountant at AWS Truepower, LLC
Industry Accounting
Experience
AWS Truepower, LLC 2012 - Present
Momentive 2007 - 2012
The Ayco Company 2006 - 2007
Town of Milton, New York 2000 - 2007
First Albany Capital January 2001 - January 2006
First Albany Capital 1987 - 2006
First Albany Capital January 1987 - January 2001
Skills
Analysis, Budgets, Management, General Ledger, Finance, SAP, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Cash Flow, Sarbanes-Oxley, Microsoft Excel, Project Management, Accounts Receivable, Advanced Excel, ·Sarbanes-Oxley (SOX), ·Financial Analysis, ·Database Development..., ·IT Liaison, ·Budgeting, ·Consolidated..., ·Cash Flow Analysis, ·Forecasting, JDE, Private Equity, Regulatory Reporting, QuickBooks, Nonprofits
Education
College of St. Rose
MBA
Excelsior College
BS, Accounting (CPA Track)
AWS Truepower, LLC 2012 - Present
Momentive 2007 - 2012
The Ayco Company 2006 - 2007
Town of Milton, New York 2000 - 2007
First Albany Capital January 2001 - January 2006
First Albany Capital 1987 - 2006
First Albany Capital January 1987 - January 2001
Skills
Analysis, Budgets, Management, General Ledger, Finance, SAP, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Cash Flow, Sarbanes-Oxley, Microsoft Excel, Project Management, Accounts Receivable, Advanced Excel, ·Sarbanes-Oxley (SOX), ·Financial Analysis, ·Database Development..., ·IT Liaison, ·Budgeting, ·Consolidated..., ·Cash Flow Analysis, ·Forecasting, JDE, Private Equity, Regulatory Reporting, QuickBooks, Nonprofits
Education
College of St. Rose
MBA
Excelsior College
BS, Accounting (CPA Track)
Greg Kiley's The Ayco Company Experience May 2015 - Present
Job Senior Tax Analyst at the The Ayco Company
Industry Accounting
Experience
The Ayco Company May 2015 - Present
Pryba Tobin & Company, PC July 2013 - May 2015
Precision Concrete Pumping May 2013 - July 2013
Flynn, Walker, Diggin CPA January 2012 - May 2013
Skills
Income Tax, Corporate Tax, Compilation Of..., Partnership Taxation, Bookkeeping, Financial Audits, Gift Tax, Sales & Use Tax, Payroll Taxes, Tax Research, Tax Preparation, Financial Statements, Accounts Payable, Payroll, Auditing
Education
SUNY Albany 2010 — 2012
Master's degree, Accounting
University of Notre Dame 2006 — 2010
Bachelor of Arts (B.A.), Economics & History
The Ayco Company May 2015 - Present
Pryba Tobin & Company, PC July 2013 - May 2015
Precision Concrete Pumping May 2013 - July 2013
Flynn, Walker, Diggin CPA January 2012 - May 2013
Skills
Income Tax, Corporate Tax, Compilation Of..., Partnership Taxation, Bookkeeping, Financial Audits, Gift Tax, Sales & Use Tax, Payroll Taxes, Tax Research, Tax Preparation, Financial Statements, Accounts Payable, Payroll, Auditing
Education
SUNY Albany 2010 — 2012
Master's degree, Accounting
University of Notre Dame 2006 — 2010
Bachelor of Arts (B.A.), Economics & History
Chuck Judge's The Ayco Company Experience Vice PresidentThe Ayco Company$
Job Vice President at The Ayco Company
Industry Financial Services
Experience
The Ayco Company Vice PresidentThe Ayco Company$
Skills
Wealth Management, Investments, Portfolio Management, Mutual Funds, Financial Planning, Retirement Planning, Asset Management, Equities, Series 7, Asset Allocation, Securities, Estate Planning, Estate Tax Planning, Estate & Gift Taxation, Income Tax, Private Banking, Private Investment
Education
Albany Law School of Union University 1995 — 1998
Doctor of Law (JD)
Rochester Institute of Technology 1991 — 1995
Bachelor of Science (BS)
The Ayco Company Vice PresidentThe Ayco Company$
Skills
Wealth Management, Investments, Portfolio Management, Mutual Funds, Financial Planning, Retirement Planning, Asset Management, Equities, Series 7, Asset Allocation, Securities, Estate Planning, Estate Tax Planning, Estate & Gift Taxation, Income Tax, Private Banking, Private Investment
Education
Albany Law School of Union University 1995 — 1998
Doctor of Law (JD)
Rochester Institute of Technology 1991 — 1995
Bachelor of Science (BS)
Janelle Fleming's The Ayco Company Experience June 2014 - June 2015
Job Student at Baruch College, City University of New York (CUNY)
Industry Accounting
Experience
The Ayco Company June 2014 - June 2015
The Ayco Company December 2013 - May 2014
University at Albany August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Research
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (MS), Accounting
University at Albany, SUNY 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
The Ayco Company June 2014 - June 2015
The Ayco Company December 2013 - May 2014
University at Albany August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Research
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (MS), Accounting
University at Albany, SUNY 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance