The Ayco Company, a Goldman Sachs Company
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The Ayco Company, a Goldman Sachs Company Employees
General Electric (GE) September 2013 - Present
General Electric March 2011 - September 2013
General Electric April 2007 - March 2011
The Ayco Company, A Goldman Sachs Company August 2003 - March 2007
The Ayco Company, L.P. May 2002 - August 2003
The Ayco Company, L.P. May 1998 - May 2002
Skills
Member of Toastmasters, Investments, Analysis, Six Sigma, Process Improvement, Payroll Taxes, Employee Benefits, Project Management, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Compliance, Vendor Management, Customer Service, Leadership, Payroll
Education
SUNY Albany 1999 — 2002
Master's degree, Business Administration and Management, General
State University of New York College of Agriculture and Technology at Cobleskill 1993 — 1996
Bachelor's degree, Animal Sciences
Jane R Burruss Advisory Services January 2009 - Present
SONCAM - Street Orphans and Needy Children African Mission November 2004 - Present
Women's Perspective on Money and Spirituality 1998 - Present
ECHO, Education Concerns for Hunger Organization 2011 - 2013
The Episcopal Network for Stewardship "TENS" January 2001 - December 2011
Global Partners for Development "GPFD" March 2005 - June 2010
The Ayco Company, A Goldman Sachs Company June 1995 - November 2008
Twentieth Century Investors 1986 - 1987
Skills
Estate Planning, Retirement, Strategic Financial..., High Net Worth..., 401k, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Wealth, Financial Planners, Tax, Securities, Strategic Planning, Series 7, Corporate Law, Income Tax, Mutual Funds, Wealth Management..., Real Estate, Litigation, Finance, Financial Advisory, Trusts
Education
The University of Texas at Austin 1970 — 1990
PhD, JD, Complex Business, Litigation
The University of Texas at Austin 1970 — 1990
BBA, MBA, PhD, JD, business and law
Networkers International PLC February 2014 - Present
MG Photodesigns January 2012 - Present
Dataworkforce July 2008 - June 2011
The Ayco Company, A Goldman Sachs Company 2003 - 2008
Corporate Express April 2001 - February 2002
Courtroom Sciences, Inc. December 1997 - March 2001
Skills
Recruiting, Wireless, Employee Benefits, Telecommunications, Talent Acquisition, Vendor Management, Account Management, Management, Training, Customer Service, Team Leadership, Leadership, Contract Negotiation, Outlook, Sales, Human Resources, Salesforce.com
Education
Texas Tech University
PIMCO August 2012 - Present
William Howard Taft University September 2010 - Present
The Ayco Company, A Goldman Sachs Company June 2011 - August 2012
Office of Student Athlete Development, Arizona State University March 2009 - July 2010
Technology Ventures Clinic - Arizona State University August 2009 - December 2009
Sigma Alpha Mu Fraternity June 2005 - April 2006
Skills
Strategic Planning, Public Speaking, Non-profits, Microsoft Office, Research, Analysis, Social Media, Fundraising, Data Analysis, Leadership, Financial Analysis, Leadership Development, Event Planning, Marketing, Social Networking, Program Management, Negotiation, Community Outreach, Event Management
Education
Arizona State University - W. P. Carey School of Business 2008 — 2009
MBA, Business
Arizona State University College of Law 2006 — 2009
JD, Law
University of California, Los Angeles 2003 — 2005
BA, Economics
PwC March 2015 - Present
William Blair & Company September 2012 - February 2015
The Ayco Company, a Goldman Sachs Company February 2012 - July 2012
Brainware Inc. July 2011 - November 2011
United States Naval Academy January 2011 - May 2011
Greater Washington Sports Alliance May 2010 - August 2010
Cononcord International June 2006 - August 2008
Skills
Marketing, Sales, Microsoft Office, Salesforce.com, Business Strategy, Data Analysis, Finance, PowerPoint, Financial Modeling, Risk Management, Account Management, Microsoft Excel
Education
University of Maryland College Park 2007 — 2011
46 and 2 Investment Advisors, LLC November 2013 - Present
Plante Moran Financial Advisors April 2003 - October 2013
The Ayco Company, A Goldman Sachs Company November 1997 - April 2003
Education
Wayne State University 1998 — 2001
MBA, Finance & Tax
State University of New York College at Buffalo 1992 — 1996
BS - Business Administration, Finance
U.S. Trust, Bank of America Private Wealth Management June 2005 - Present
The Ayco Company, A Goldman Sachs Company September 2000 - June 2005
Skills
Asset Management, Financial Planning, Options, Wealth Management, Estate Planning, Asset Managment
Education
Seton Hall University School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Princeton University 1993 — 1997
B.S.E., Civil Engineering
The Ayco Company, a Goldman Sachs Company May 2002 - Present
NYS Office of the State Comptroller October 2001 - May 2002
Sidley Austin September 1998 - October 2001
Education
Albany Law School of Union University 1995 — 1998
JD
State University of New York College at Oswego 1988 — 1992
Bachelor of Arts (B.A.), Economics
Cedar Street Advisors 2005 - Present
The Ayco Company, a Goldman Sachs Company October 1996 - July 2005
Education
Boston University School of Law 1995 — 1996
LLM, Tax & Estate Planning
DePaul University College of Law 1991 — 1994
JD
Boston College 1987 — 1991
Ernst & Young, LLP November 2010 - Present
The Ayco Company, A Goldman Sachs Company 2004 - October 2010
The Ayco Company, A Goldman Sachs Company 2001 - 2004
The Ayco Company, A Goldman Sachs Company 1996 - 2001
Skills
Strategic Financial..., Estate Planning, Investments, Retirement Planning, Tax, Financial Planners, Financial Services, Wealth, Employee Benefits, High Net Worth..., Management, Income Tax, Cash Flow, Personal Finance
Education
University of Dayton School of Law 1992 — 1995
Juris Doctor, Law
Elmira College 1988 — 1992
Bachelor of Science, Business Administration
CNA Insurance September 2014 - Present
Independence Blue Cross February 2013 - September 2014
Independence Energy August 2012 - January 2013
Jeppesen, A Boeing Company June 2011 - September 2011
The Ayco Company, A Goldman Sachs Company April 2010 - September 2010
DirectBuy January 2005 - September 2009
Chianti il Ristorante July 2007 - September 2008
Skills
Data Analysis, Microsoft Office:..., Microsoft Office..., Cognos, HP Service Manager, Atlassian JIRA, Tableau, INSINQ Integrated..., SLIQ Integrated Service..., Project Management, SQL Server Management..., SharePoint, Strategy, Analytics, Analysis
Education
Drexel University 2008 — 2012
Bachelor of Science in Business Administration, Marketing and Operations Management, 3.97
GLOBALFOUNDRIES November 2014 - Present
Cirrus Research September 2012 - June 2014
The Ayco Company, A Goldman Sachs Company June 2011 - May 2012
Momentive Performance Materials January 2011 - May 2011
Momentive Performance Materials May 2010 - January 2011
University at Albany August 2009 - May 2010
Skills
Analysis, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Research
Education
State University of New York at Albany
Bachelor of Science in Business Administration, Financial Analysis Honors Program
SDT Associates February 2014 - Present
Informz, Inc. June 2013 - January 2014
Informz, Inc. June 2007 - June 2013
The Ayco Company, a Goldman Sachs Company January 2001 - May 2007
The Ayco Company, L.P. October 1987 - January 2001
Skills
Email Marketing, Strategic Planning, Newsletters, Marketing, Business Development, Social Media, Event Planning, Marketing Communications, Event Management, Public Relations, Photoshop, Microsoft Office, Strategic Financial..., Advertising, Leadership
Education
State University of New York at Albany 1989 — 1993
MBA, Master's of Business Administration
Siena College 1983 — 1987
BS, FINANCE
Northwestern Mutual 2010 - Present
The Ayco Company - A Goldman Sachs Company 2007 - 2010
Graphic Packaging International June 2006 - April 2007
Alfred University September 2004 - May 2006
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Microsoft Office, Customer Service, Process Improvement, Microsoft Word, Public Speaking, PowerPoint, Outlook, Project Management, Financial Reporting
Education
Union Graduate College 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Alfred University 2002 — 2006
B.S, Accounting/Business Admin