Experience
Us Weekly Magazine  June 2015 - Present
Wenner Media  March 2014 - June 2015
Wenner Media  March 2013 - March 2014
Wenner Media  June 2012 - March 2013
Phillips Van Heusen  December 2006 - February 2013
The Ayco Company, L.P.   February 2011 - May 2011
Tri-State High Rise Services   2010 - 2010

Skills
Customer Service, Inventory Management, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Sales, Teamwork, Advertising, Accounting, Merchandising, Training, Microsoft Word, Outlook, Time Management, Social Networking, Event Planning, Facebook, Social Media, Marketing, Public Speaking, Social Media Marketing

Education
Fairleigh Dickinson University   2008 — 2012
Bachelors of Science, Accounting

Experience
Stryker  December 2013 - Present
Ricoh Americas Corporation  November 2011 - December 2013
The Ayco Company, L.P.   November 2006 - September 2011

Skills
Adobe Creative Suite, Branding & Identity, Written Communication, Adobe Acrobat, Dreamweaver, Photoshop, Visual Design, Interaction Design, Illustrator, Wordpress, Photography, Graphics, Graphic Design, Posters

Education
Cazenovia College   2002 — 2006
BFA, Visual Communications

Experience
Solomon Dwiggins & Freer, Ltd.   January 2015 - Present
Solomon Dwiggins & Freer, Ltd.   April 2012 - December 2014
Wood LLP  January 2010 - April 2012
Hogan & Hartson  June 2006 - December 2009
Solomon Dwiggins & Freer Ltd.   2005 - 2006
Lionel Sawyer & Collins  2001 - 2005
The Ayco Company, L.P.   1999 - 2001

Skills
Legal Research, Trusts

Education
Georgetown University Law Center   2005 — 2006
LL.M, Taxation

University of California, Los Angeles - School of Law   1996 — 1999
J.D.

Brigham Young University   1990 — 1996
B.A., Russian/International Relations

Experience
PwC  January 2015 - Present
Marcum LLP  June 2013 - January 2015
BCRS Associates LLC  June 2011 - June 2013
The Ayco Company, L.P.   September 2010 - June 2011
Under Armour  June 2009 - August 2009
Credit Suisse  June 2008 - August 2008
Bear Stearns  June 2007 - August 2007

Skills
CPA, Accounting, High Net Worth..., Income Tax, Tax Preparation, GAAP, Financial Accounting, Financial Reporting, Financial Analysis, LLC, S Corporations, Charitable Trusts, Gift Tax, Foundations, Private Equity, Hedge Funds, Alternative Investments, Finance, Microsoft Office 2007, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Outlook, PowerPoint, QuickBooks, Quicken, Windows, Document Management, Auditing, Journal Entries, Tax, Bookkeeping, Tax Research, ProSystem fx Tax, Financial Statements, Tax Accounting, US GAAP, Corporate Tax, Microsoft Office

Education
Loyola University in Maryland   2006 — 2010
B.B.A., Accounting

Amsterdam University of Applied Sciences   2009 — 2009
HES School of Economics and Business, (Study Abroad)

St. Peters Preparatory H.S.   2002 — 2006

Experience
Bond, Schoeneck & King, PLLC   August 2007 - Present
Hinman Straub P.C.   February 1998 - August 2007
The Ayco Company, L.P.   January 1981 - February 1998

Skills
charitable planned..., Estate Planning, Financial Planning, Wealth Transfer

Education
Albany Law School of Union University   1973 — 1976
J.D., Law

University of Notre Dame   1969 — 1973
Bachelor of Business Administration (BBA), Finance/Accounting

Experience
Rensselaer County District Attorney's Office  July 2014 - Present
Unity House of Troy  May 2013 - July 2014
Law Office of Teresi & Little, PLLC   October 2012 - July 2014
Village Of Ravena   April 2013 - June 2013
The Ayco Company, L.P.   May 2011 - May 2012
Rensselaer County District Attorney's Office  January 2011 - May 2012

Skills
Legal Research, Legal Writing, Criminal Law, Nonprofits, Westlaw, Courts, Lexis, Litigation, Criminal Defense, Hearings, Civil Litigation, Family Law, LexisNexis, Prosecution, Trials, Trial Practice

Education
Albany Law School of Union University   2009 — 2012

State University of New York at Oswego   2005 — 2008
Bachelors of Science, Business Administration

Albany Law School of Union University

Experience
POMCO  April 2015 - Present
POMCO  May 2013 - April 2015
The Ayco Company, L.P.   June 2012 - December 2013

Skills
Leadership, Marketing, Entrepreneurship, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Investments, Financial Modeling, Microsoft Word, Bloomberg, Analysis, Access, Research, Valuation, Risk Management, Outlook, Public Speaking, Customer Service, Social Media, Capital Markets

Education
Union Graduate College   2012 — 2013
Master of Business Administration (MBA), Finance, General, 3.6

Albany Law School of Union University   2010 — 2014
Doctor of Law (J.D.), Business Law

University of Delaware - Lerner College of Business and Economics   2007 — 2011
BA, Finance, Legal Studies

Experience
Legacy Advisors  May 2012 - July 2015
The Ayco Company, L.P.   March 1999 - February 2005

Skills
Securities, Mergers & Acquisitions, Legal Research, Due Diligence, Estate Planning, Investments, Trusts, Tax, Legal Writing, Tax Advisory, Estate Tax Planning, Tax Law, Strategic Financial..., Corporate Law, Business Formation, Wealth Management, High Net Worth..., Corporate Governance, Bankruptcy

Education
Albany Law School of Union University   1996 — 1999
JD, Legal

State University of New York at Binghamton   1992 — 1995
Bachelor of Arts (B.A.), History/Political Science

Experience
Edge Communications  January 2015 - Present
Citrix  September 2014 - January 2015
Fiserv  March 2013 - September 2014
Twist Solutions  May 2010 - March 2013
The Ayco Company, L.P.   October 2001 - January 2010
JCPenney  January 2001 - October 2001
Sykes  May 1998 - June 2000

Education
Art Institute of Pittsburgh
Bachelor of Science, Game Art & Design

Experience
Cleveland Clinic  June 2015 - Present
Cleveland Clinic  April 2012 - Present
Skoda Minotti  November 2009 - April 2012
VA Medical Center  May 2008 - May 2009
Deloitte Tax LLP  February 2006 - April 2007
The Ayco Company, L.P.   July 2003 - January 2006

Skills
Financial Accounting, Excel, Financial Analysis, Audit, Tax, Financial Reporting, Accounting, General Ledger, Internal Controls, QuickBooks, Cash Flow, Strategic Financial..., Management, CPA, Forecasting, US GAAP, Budgets, Accounts Receivable, Analysis, Corporate Tax, Financial Modeling, Auditing, Sarbanes-Oxley Act, GAAP, Finance

Education
Cleveland State University   2007 — 2009
M.Acc., Financial Accounting

University of Michigan   1999 — 2003
B.A., Economics

Padua Franciscan High School   1995 — 1999

Experience
The Ayco Company, L.P.   February 2005 - Present
Cintas  September 1999 - February 2005
US Army  May 1997 - August 1999

Skills
Leadership, Management, Strategic Planning, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Insurance, Asset Allocation, Team Building

Education
Centenary College   2005 — 2007
MBA, Management

Virginia Polytechnic Institute and State University   1992 — 1997
BS, Management

Experience
JPMorgan Chase & Co.   February 2015 - Present
Fidelity Investments  April 2010 - February 2015
Aviva USA  October 2008 - April 2010
New York Life Insurance Co.  April 2003 - October 2008
RSM McGladrey  December 2000 - April 2003
UBS Wealth Management  1999 - 2000
The Ayco Company, L.P.   June 1998 - December 1999
Eagle & Fein   June 1996 - June 1998

Skills
Estate Planning, Charitable Giving..., Charitable Giving, Charitable Trusts, Philanthropy, Insurance Planning, Wealth Management, Wealth Transfer, Trusts, Business Succession..., Executive Benefits..., Succession Planning, Business Planning, Investment Advisory, Strategic Financial..., Personal Financial..., Wealth Preservation..., Multi-generational..., Multi-generational..., Wealth Management..., Public Speaking, Extemporaneous Speaking, Workshop Facilitation, Finance, Wealth, Fixed Annuities, Financial Planners, Retirement, Asset Management, Charities, Employee Benefits, Life Insurance, Strategy, 401k, Asset Allocation, Mutual Funds, Financial Advisory, Series 7, Separately Managed..., Financial Planning, Long-term Care, High Net Worth..., Securities, Series 63, Wealth Accumulation, Alternative Investments, ETFs, Pensions, Series 65, Financial Services

Education
Brooklyn Law School   1993 — 1996

College of the Holy Cross   1987 — 1991
BA, Economics

Xavier High School   1983 — 1987
HS Diploma

Experience
The Ayco Company, L.P.   April 2013 - Present
MedAssets  November 2011 - March 2013
Auburn University  August 2009 - December 2010
IBM  2006 - 2009

Skills
Financial Analysis, Pricing Strategy, Data Analysis, Investments, Financial Modeling

Education
Auburn University   2009 — 2010
MBA, Finance

Auburn University   2002 — 2006
BBA, Finance

The University of Georgia
Certificate in Financial Planning, Financial Planning and Services

Experience
Select Financial Group, LLC   1992 - Present
The Ayco Company, L.P.   1985 - 1992

Education
Duquesne University School of Law
J.D., Law

Indiana University of Pennsylvania

Experience
The Ayco Company, L.P.   March 2011 - Present

Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Due Diligence, Investments, Accounting, Analysis, Tax Preparation, Strategic Planning, Budgets, Finance, Financial Modeling, Portfolio Management, Wealth Management, Retirement Planning, Investment Strategies, Series 7, Financial Planning, High Net Worth...

Education
Union Graduate College   2007 — 2009
M.B.A.

Albany Law School of Union University   2006 — 2009
J.D., Concentration in Estate Planning, cum laude

Boston College   2002 — 2006
B.S., Accounting, Finance

Experience
ELLS CPAs & Business Advisors  January 2013 - Present
Pamela A. Bustos, CPA   November 2011 - September 2015
The Ayco Company, L.P.   May 2012 - January 2013
Allen, Haight & Monaghan LLP   January 2011 - October 2011
Bolar Hirsch & Jennings LLP  November 1994 - October 2010

Skills
Tax, LLC, S Corporations, Income Tax, Tax Returns, Tax Preparation, CPA, High Net Worth..., Tax Advisory, Tax Accounting, Accounting, State Tax, Tax Research, Corporate Tax, Financial Analysis

Education
Golden Gate University   1996 — 1999
MST, Taxation

California State University-Fullerton, Mihaylo College of Business and Economics   1987 — 1993
BA, Accounting

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

Experience
Key Private Bank  March 2015 - Present
The Ayco Company, L.P.   January 2013 - 2015
Northwestern Mutual Financial Network - The Tronco Agency   2009 - January 2013

Skills
Finance, Insurance, Microsoft Office, Estate Planning, Strategic Financial..., Securities, Time Management, Retirement Planning

Education
Albany Law School of Union University   2003 — 2006

Siena College

Experience
Credit Suisse  June 2015 - August 2015
Students of Georgetown, Inc.   March 2014 - March 2015
The Ayco Company, L.P.   May 2013 - August 2013
Schuyler Meadows Country Club   2010 - 2012
Strategic Solutions  2011 - 2011
Bluefins Swim Program   2009 - 2011

Skills
Community Service, Athletics, Microsoft Excel, Lifeguarding, QuickBooks, Evernote, Microsoft Office, Microsoft Word, Non-profit Volunteer, Time Management, Community Outreach, Spanish, Fundraising, Facebook, PowerPoint, Public Speaking

Education
Georgetown University   2012 — 2016
Finance, General

Shaker High School   2008 — 2012
Advanced Regents Diploma

Experience
Johnson & Johnson  October 2005 - Present
Medco  May 2003 - October 2005
The Ayco Company, L.P.   June 2000 - March 2003
Prudential Insurance  May 1997 - May 2000
Covance  1994 - 1997

Skills
Financial Analysis, Project Management, Change Management, Business Strategy, Communication

Education
Graduate School of Credit & Financial Management (NACM - Dartmouth College)   2008 — 2009
CCE, Credit & Financial Management

Rutgers, The State University of New Jersey-Newark   1999 — 2003
MBA, Finance

Concordia University
Bachelor of Commerce, Major: Finance / Minor: Int'l Business

Experience
Cox Communications  August 2011 - Present
Richmond American Homes  July 2010 - August 2011
The Ayco Company, L.P.   June 2007 - July 2010

Skills
Financial Modeling, Variance Analysis, Forecasting, Month End Close, Budget Process, Strategic Financial..., Retirement Planning, High Net Worth..., Income Tax, Microsoft Excel, Hyperion Planning, Oracle Discoverer, Microsoft Word, PowerPoint, Financial Analysis, Financial Reporting, General Ledger, Corporate Finance, Financial Planning

Education
California State Polytechnic University-Pomona   2004 — 2007
Bachelors, Finance

Experience
Comprehensive Wealth Services LLC   June 2004 - Present
PricewaterhouseCoopers LLP  December 1998 - June 2004
The Ayco Company, L.P.   January 1997 - December 1998
Nori Hennion Walsh   1993 - 1996

Skills
Retirement Planning, Strategic Financial..., High Net Worth..., Investments, Mutual Funds, Estate Planning, Certified Financial..., Wealth Management, Investment Management, Tax, Wealth Management..., Options, Finance, Small Business, Investment Advisory, Financial Planners, Alternative Investments, Securities, Financial Services, Portfolio Management, Due Diligence, Series 7, 401k, Asset Management, Retirement, Asset Allocation, Financial Advisory, Pensions, Hedge Funds, Equities, Fixed Income

Education
Fairleigh Dickinson University   1999 — 2002
MBA, Finance

Moravian College   1989 — 1993
MA, Economics

Kew Forest

Experience
Geisel School of Medicine at Dartmouth  April 2013 - Present
The Ayco Company, L.P.   August 2006 - April 2013

Education
Franklin Pierce College
Certificate, Paralegal Studies

Southwest Missouri State University
Bachelor of Science (BS), Professional Writing

Experience
Movado Group, Inc  February 2014 - Present
Party City  April 2012 - February 2014
The Ayco Company, L.P.   February 2009 - May 2012
Century 21 Department Stores  June 2011 - August 2011
Charlotte Russe  November 2010 - February 2011
Cache  April 2010 - November 2010

Skills
Management, Retail, Visual Merchandising, Merchandising, Sales, Marketing, Budgets, Assortment, Merchandise Planning, Microsoft Excel, Product Development, PowerPoint, Customer Service, Fashion, Inventory Management, Trend Analysis

Education
Fashion Institute of Technology   2008 — 2012
Bachelor of Science, Fashion Merchandising Management

Experience
Berdon LLP  September 2013 - July 2014
The Ayco Company, L.P.   January 2013 - April 2013
The Sydell Group  August 2012 - December 2012
Wyndham Worldwide  May 2012 - July 2012
The Sydell Group  August 2011 - November 2011
David Lerner Associates, inc.   June 2011 - August 2011
PM Hospitality Strategies, Inc.   February 2009 - May 2009
InterContinental Hotels Group - The Barclay New York   June 2008 - August 2008
Walt Disney World - All-Star Resort   December 2006 - August 2007
Walt Disney Travel Company  August 2006 - December 2006

Skills
Microsoft Office, Westlaw, Training, Intellectual Property, Legal Writing, Legal Research, Corporate Law, Microsoft Excel, Lexis, Commercial Litigation, Due Diligence, Civil Litigation, Arbitration, Contract Management, Securities, Management, Policy, Courts, Litigation, Research

Education
Brooklyn Law School   2010 — 2013
J.D. '13, Law

Cornell University   2004 — 2009
B.S., Hospitality Management

Experience
UBS Financial Services, Inc.   August 2011 - Present
The Ayco Company, L.P.   September 1993 - August 2011

Education
Clarkson University   1991 — 1993
Master of Business Administration (M.B.A.)

Experience
The Ayco Company, L.P.   June 2006 - Present

Skills
Wealth Management, Financial Analysis, Investments, Retirement Planning, Financial Planning, Mutual Funds, Asset Allocation, Investment Advisory, Management, Series 7, Income Tax, Tax Preparation, Tax Advisory, Business Entity..., Entity Formations, Property & Casualty..., Risk Management, Estate Planning, Trust Management

Education
University of Oklahoma
Bachelor of Science (BS), Accounting and Finance

Pennsylvania State University, The Dickinson School of Law
Tax Law/Taxation, Trusts & Estates, Securities Law, Entity Formation

Rice University
Certified Financial Planner

Experience
Raytheon  May 2009 - Present
The Ayco Company, L.P.   January 2004 - November 2008

Skills
Microsoft Office, PeopleSoft, Lotus Notes, Learning Management..., Communication Skills, Invoice Processing, Travel Management, Expense Management, Leadership, Cross-functional Team..., Outlook, Program Management, Training, Organizational..., Human Resources, DoD

Education
Cochise College   1992 — 1992

Buena High School   1988 — 1991

Experience
Harris Williams & Co.   June 2015 - Present
Harris Williams & Co.   June 2014 - August 2014
SunTrust Robinson Humphrey  August 2011 - July 2013
The Ayco Company, L.P.   June 2010 - August 2011

Skills
Financial Modeling, Investments, Investment Banking, Financial Analysis, Bloomberg, Valuation, Equities, Series 7, Corporate Finance, Fixed Income, Private Equity, Financial Statement..., Mergers & Acquisitions, Finance

Education
Duke Fuqua School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Finance, General

The University of Georgia   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
MMFX Technologies Corporation  January 2002 - Present
PowerQ Technologies, Inc.   2004 - 2009
Atopix Pharmaceuticals Corporation   January 2000 - January 2004
The Ayco Company, L.P.   1995 - 1999

Skills
Contract Management, Budgets, Financial Analysis, Highly personable, Accounting, Strategic Planning, Start-ups, Management, Business Planning, Contract Negotiation, Executive Management, Negotiation, Finance, Business Strategy, Operations Management, Strategic Partnerships, Strategic Financial..., Sales, Venture Capital, Business Development, Mergers & Acquisitions, Due Diligence, Corporate Governance, New Business Development, Forecasting, Licensing, Corporate Law, Corporate Development, Banking, Cash Management, Strategy, Acquisitions, IPO, Restructuring, Financial Planning

Education
Albany Law School of Union University
Juris Doctorate

Siena College
BS Degree, Finance / Accounting concentration

Experience
LafargeHolcim  January 2015 - Present
LafargeHolcim  December 2010 - January 2015
LafargeHolcim  March 2007 - November 2009
Sysco  March 2005 - November 2006
The Ayco Company, L.P.   May 2004 - January 2005
First Albany Capital  October 2003 - May 2004
BNY Mellon  July 2002 - October 2003
BNY Mellon  July 2000 - July 2002

Skills
Forecasting, Strategic Planning, Financial Analysis, New Business Development, Sales, Project Planning, Project Management, Budget, Negotiation, Team Building, Sales Operations, Analysis, Management, Marketing, Marketing Strategy, Risk Management, Strategy, Budgets

Education
Northeastern University - Graduate School of Business Administration   1998 — 2000
M.B.A., Finance & Markteting

Syracuse University   1993 — 1997
B.S., Business Management

Experience
US Trust  March 2008 - Present
The Ayco Company, L.P.   August 2003 - March 2008

Skills
Wealth Management..., Wealth Management, Strategic Financial..., Estate Planning, Asset Managment, Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Planning, High Net Worth..., Investments, Portfolio Management, Hedge Funds, Investment Management, Mutual Funds, Private Equity, Securities

Education
Albany Law School of Union University   2000 — 2003
Doctor of Law (JD)

Princeton University   1995 — 1999
Bachelor of Arts (BA), History

Experience
Cengage Learning(Milady)   July 2014 - Present
Keyano Aromatics   January 2008 - June 2014
Snip-Its, Haircuts for Kids  July 2006 - March 2013
The Ayco Company, L.P.   February 1996 - February 2001
The Principal Financial Group  June 1994 - October 1995

Skills
Sales Presentation..., Public Relations, Social Media Marketing, Email Marketing, Employee Relations, Integrated Marketing, Marketing Event Planning, Product Marketing, Strategic Planning, Management, Marketing, Sales, Public Speaking, Team Leadership, Contract Negotiation, PowerPoint, Press Releases, Business Planning, Online Marketing, Social Networking, Marketing Communications, Event Planning, Event Management, Account Management, Business Development, Customer Service, Selling, Market Planning

Education
Central College   1990 — 1994
Bachelor of Arts (B.A.), Business/Corporate Communications

Ottumwa High School   1986 — 1990

Ottumwa High School   1986 — 1990

Ottumwa High School   1986 — 1990

Ottumwa High School

Experience
Alternative Investment Management, LLC  July 2012 - Present
Meridian Capital Partners, Inc.   March 2002 - April 2012
The Ayco Company, L.P.   June 2000 - March 2002
Bond, Schoeneck & King, PLLC   January 1999 - June 2000
Willkie Farr & Gallagher LLP  August 1995 - January 1999

Skills
Investor Relations, Legal Services, Hedge Funds, FINRA, Alternative Investments, Fund Of Funds, Asset Managment, Private Equity, Investments, Equities, Securities, Portfolio Management, Mutual Funds, Capital Markets, Fixed Income, Asset Allocation, Series 7, Asset Management, Investment Strategies, Wealth Management..., Investment Management, Funding, Equity Research, Institutional..., Pension Funds, Bloomberg

Education
Albany Law School of Union University   1992 — 1995
J.D.

University of Notre Dame   1987 — 1991
B.A., English

Experience
Oracle  February 2015 - Present
Midway City Gas   March 2013 - Present
Oracle  January 2012 - January 2015
Capstone Financial Advisors  March 2009 - October 2011
Capstone Financial Advisors  March 2009 - October 2011
The Ayco Company, L.P.   July 2006 - November 2008
Circuit City  March 1999 - February 2003

Skills
Investment Strategies, Investment Advisory, Strategic Planning, Project Planning, Project Implementation, Software Project..., Portfolio Management, Model Portfolios, Financial Analysis, Financial Planning, Software Implementation, BigMachines, Strategic Financial..., Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Financial Modeling, CRM, Strategy, SaaS, Program Management, Analysis, Salesforce.com, Analytics, Data Analysis, Team Leadership, Management, Product Management

Education
University of Illinois at Urbana-Champaign - College of Business   2004 — 2006
MBA, Finance, Marketing

Eastern Illinois University   2003 — 2004
BS, Finance

Experience
US Department of the Treasury  September 2012 - December 2012
Kirkland & Ellis LLP  May 2012 - August 2012
US Securities and Exchange Commission  May 2011 - August 2011
The Ayco Company, L.P.   December 2007 - August 2010

Education
Georgetown University Law Center   2011 — 2013
Juris Doctor

Franklin & Marshall College   2003 — 2007
BA

Experience
19th Judicial Circuit Court, Lake County, Illinois   November 2009 - Present
Sonntag Reporting Service, Ltd.   April 2008 - October 2009
Vahl Reporting Service   December 2007 - March 2008
The Ayco Company, L.P.   May 2006 - November 2007

Skills
Outlook, Microsoft Word, Microsoft Excel, Administrative..., Microsoft Office, PowerPoint, CaseCATalyst, Court Reporting

Education
Carthage College   1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature, General

College of Court Reporting
certificate, court reporting

Experience
The Ayco Company, L.P.   AccountantPwC1996 - 1997
United States Air Force  1992 - 1996

Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1996 — 1997
MBA, Accounting/Finance

Albany Law School of Union University   1988 — 1991
JD, Law

Norwich University   1984 — 1988

Experience
Senior Subway Inc   March 2008 - Present
The Ayco Company, L.P.   October 2004 - January 2007
Linens N Things  2003 - 2004
AMG National Trust Bank  May 1994 - December 2002

Education
Fairleigh Dickinson University   1992 — 1993
MBA, Finance

University of Scranton   1989 — 1992
BS, Finance

Experience
Ariel Wealth Advisors, LLC   February 2012 - Present
The Ayco Company, L.P.   September 2006 - January 2012
PSEG  May 2005 - May 2006
MetLife  September 1999 - August 2003

Skills
Strategic Financial..., Finance, Investments, Wealth Management, Investment Management, Financial Analysis, Estate Planning, Portfolio Management, Risk Management, Wealth, Management, Alternative Investments

Education
Seton Hall University School of Law   2004 — 2006
Doctor of Law (J.D.)

Bucknell University
Bachelor of Arts (B.A.)

Experience
IntercontinentalExchange, Inc.   May 2011 - Present
IntercontinentalExchange, Inc.   January 2010 - May 2011
The Ayco Company, L.P.   August 2009 - January 2010
Actium LLC   January 2009 - August 2009
Calvin College  January 2008 - December 2008
Goldman Sachs  June 2008 - August 2008
Continental Teves Japan   June 2006 - August 2006

Skills
CDS, Credit Derivatives, VBA, SQL, Excel, Bloomberg, Credit Default Swaps, Java, Algorithm Design, C#, LaTeX, Requirements Analysis, Visio, R, Software Development, HTML, Rapid Prototyping, Risk Management

Education
Northwestern University   2011 — 2013
Post-baccalaureate, Mathematics, 3.614

Calvin College   2005 — 2009
B.A., Business/Finance, Japanese, 3.67

ミシガン州立大学連合日本センター (Japan Center for Michigan Universities)   2007 — 2007
Japanese Language, Japanese Culture, 4.0

Stanford University   2015 — 2015
Computer Science, 4.0

Experience
Office of Court Administration  February 2015 - Present
Albany Law School  June 2008 - March 2015
Lavelle & Finn, LLP   May 2005 - May 2008
The Ayco Company, L.P.   2003 - 2005
White & Case, LLP   1999 - 2003

Education
New York University School of Law   2001 — 2005
LL.M., Taxation

Albany Law School of Union University   1997 — 2000
J.D.

Siena College   1987 — 1991
BS, Business

Experience
UBS Investment Bank  February 2013 - Present
UBS Investment Bank  June 2005 - Present
The Ayco Company, L.P.   April 2002 - June 2005

Skills
Bloomberg, Equities, Investment Banking, Series 7, Investments, Middle Office, Asset Management, Valuation, Capital Markets, Securities, Portfolio Management, Options

Education
Fairfield University   1996 — 2000
Bachelor's degree

Albany Academy   1992 — 1996

Experience
The Ayco Company, L.P.   June 2010 - Present
Veros Partners  January 2010 - April 2010
Veros Partners  January 2009 - September 2009
Community Health Network  May 2008 - September 2008

Skills
Individual Taxation, Financial Planning, Accounting, Excel, Tax

Education
Butler University   2009 — 2010
Master of Professional Accounting, Accounting

Butler University   2005 — 2009
Bachelor of Science (B.S.), Accounting

Experience
Chequers Financial Management   March 2015 - Present
BNY Mellon  February 2013 - March 2015
The Ayco Company, L.P.   August 2002 - February 2013

Skills
Series 7, Wealth Management, Investments, Mutual Funds, Estate Planning, Retirement Planning, Alternative Investments, Asset Allocation, Series 63, Securities, Asset Management, Equities, Investment Advisory, Wealth Management..., Investment Management, Hedge Funds, High Net Worth...

Education
Rutgers University School of Law - Camden   1999 — 2002
JD

Bryn Mawr College   1994 — 1998
BA, History

University of London   1995 — 1996

Experience
Ameriprise Financial Services, Inc.   January 2010 - Present
Novus Praesumo Consulting LLC   January 2009 - January 2010
The Ayco Company, L.P.   February 2007 - November 2008
Ameriprise Financial Services, Inc.   September 2005 - February 2007
Financial Industry Regulatory Authority  February 2004 - October 2005
Parker/Hunter  May 2000 - February 2004

Skills
AML, Mutual Funds, Compliance, Securities, FINRA, Insurance, Annuities, Prime Brokerage, Retail Brokerage, Risk Analysis, Risk Mitigation, Securities Litigation, Litigation Support, Sales Management, Sales Support, Supervisory Skills, Staff Supervision, Training & Development, Staff Training, Series 7, Series 66, series 9, series 10, Series 24, series 51, series 55, state insurance license, Legal Research, Legal Writing, Compliance Management, Compliance Audits, SEC compliance

Education
Duquesne University   1989 — 1993
Bachelor of Arts (B.A.), Economics

Duquesne University
Bachelor's degree, Economics and Political Science

Experience
Whitman Breed Abbott & Morgan LLC  August 2010 - Present
The Ayco Company, L.P.   May 2005 - May 2008

Skills
Commercial Litigation, Legal Research, Litigation, Civil Litigation, Wills, Corporate Law, Intellectual Property, Courts, Westlaw

Education
Albany Law School of Union University   2005 — 2008
Juris Doctor

Hamilton College   2000 — 2005
Bachelor of Arts, Economics

Experience
Screens Plus, Inc.   March 2008 - Present
Self  August 2010 - June 2012
A+ Secretarial Service   January 1980 - July 2010
The Ayco Company, L.P.   June 2003 - April 2010
Midwest Surgical, Inc.   2000 - 2002
Olathe Medical Center  1996 - 2000
A+ Secretarial   January 1980 - November 1995
Keith Schiller, Attorney at Law   January 1985 - January 1986
Graft and Thomson   1984 - 1985
IBM  August 1976 - December 1979

Skills
Time Management, Training, Outlook, Microsoft Word, Customer Service, Administrative..., Microsoft Office, Marketing, Insurance, Healthcare, Sales, Team Leadership, Team Building, Management, Fundraising, Strategic Planning, Financial Analysis, Social Networking, Social Media, New Business Development, Leadership, Contract Negotiation, Entrepreneurship, Negotiation

Education
Angelo State University   1965 — 1969
B.S., Elementary Education with minor in English

Eldorado High School   1961 — 1965
High School Diploma, General academics

Experience
The Ayco Company, L.P.   October 2009 - Present
LaSalle Global Trust Services  October 2007 - September 2009
LaSalle Bank  2006 - 2006

Skills
Wealth Management, Income Tax, Investment Advisory, Asset Management, Financial Analysis, Retirement Planning

Education
College for Financial Planning   2008 — 2009
CFP Education Requirement, Financial Planning

University of Illinois at Urbana-Champaign   2003 — 2007
Bachelor, Finance

Experience
The Colony Group  October 2011 - Present
The Colony Group  May 1998 - Present
Deloitte & Touche  1997 - 1998
The Ayco Company, L.P.   1994 - 1997

Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Investment Advisory

Education
Albany Law School of Union University   1990 — 1993
Doctor of Law (JD), Law

SUNY Oswego   1986 — 1990
BS, Finance

Arcadia High School

Experience
The Ayco Company, L.P.   September 2006 - Present

Skills
Investments, Employee Benefits, Insurance, Retirement, Finance, Series 7, Estate Planning, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Investment Advisory, Alternative Investments, Portfolio Management, Event Planning, Asset Allocation, Income Tax, Financial Analysis, Asset Management, Financial Modeling

Education
Seton Hall University School of Law   2003 — 2006
JD

Boston University   1999 — 2003
BSBA

Experience
The Ayco Company, L.P.   November 2012 - Present
The Sage Colleges  November 2010 - October 2012
University at Albany  August 2009 - November 2010

Skills
Access

Education
College for Financial Planning   2014 — 2017

The Sage Colleges-Sage College of Albany   2011 — 2012
Masters of Business Administration

Manhattan College   2005 — 2009
BS, Finance and Global Business Studies

Experience
Nichols School  May 2015 - Present
Community Foundation for Greater Buffalo  May 2013 - April 2015
Brevorka Law Firm, P.C.   September 2012 - May 2013
Community Foundation for Greater Buffalo  August 2010 - August 2012
The Ayco Company, L.P.   January 2007 - July 2010

Skills
Legal Research, Trusts, Legal Writing, Estate Planning, Estate Tax Planning, Tax Law, Fundraising, Tax, Westlaw, Wills

Education
Albany Law School of Union University   2004 — 2007
JD, Law

Trinity College-Hartford   1999 — 2003
BA, English

Nichols School   1995 — 1999

Experience
The Ayco Company, L.P.   April 2003 - Present
Davis, Malm & D'Agostine, P.C.   September 2001 - February 2003

Skills
Estate Planning, Wealth Management, Social Media, Series 7, Retirement Planning, Asset Allocation, Retirement, Investments, Legal Research, Asset Management

Education
Boston University School of Law   2001 — 2002
LLM, Tax

Albany Law School of Union University   1998 — 2001
JD, Law

Marist College   1994 — 1998
BS, Business

Experience
Abbot Downing  2002 - Present
The Ayco Company, L.P.   1998 - 2002

Skills
Investments, Strategic Financial...

Education
College for Financial Planning   2010 — 2012
Masters, Personal Financial Planning

University of Pittsburgh School of Law   1995 — 1998
JD

Lycoming College   1990 — 1994
BA

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

Experience
Seubert & Associates   June 2013 - Present
Ameritas Group  May 2012 - June 2013
McMenamin Insurance Group, LLC   May 2010 - April 2012
The Ayco Company, L.P.   June 2008 - February 2010

Skills
Insurance, Employee Benefits, Analysis, Microsoft Excel, Customer Service, Networking, Dental Sales, Vision Insurance Sales, Voluntary Employee...

Education
Allegheny College   2004 — 2008
BS, Mathematics

Peters Township High School   2000 — 2004

Experience
Katy Peng Vachon Attorney-At-Law   March 2010 - Present
The Ayco Company, L.P.   September 2005 - March 2010

Education
Albany Law School of Union University   2002 — 2005
JD

Hamilton College   1996 — 2000
BA, Sociology

Experience
Merrill Lynch  September 2006 - Present
HSBC Securities  June 2004 - September 2006
The Ayco Company, L.P.   February 2002 - June 2004
Prudential Securities  June 1999 - February 2002
PaineWebber  August 1995 - June 1999

Skills
Investments, Retirement Planning, Credit, Financial Advisory, Asset, Wealth, Series 7, Series 63, Wealth Management, Financial Planning, Asset Management, Mutual Funds, Estate Planning, Securities, Insurance, Asset Allocation, Portfolio Management, Investment Advisory, Retirement, Annuities, Investment Strategies, Financial Analysis, Risk Management, Equities, Long Term Care, Bonds, Options, Cash Management, New Business Development, Alternative Investments, Fixed Income, Banking, Series 65, Series 9, Series 10, Fixed Annuities, Financial Services, 401k, Separately Managed..., Private Equity, Series 6, Relationship Management, Financial Markets, Mortgage Lending, Finance, Bloomberg, Financial Modeling, Loans, Uniform Combined State..., IRAs

Education
Clarkson University   1993 — 1994
Bachelor of Science, Management

Jacksonville University   1991 — 1993
Management, Business Administration

Montclair Kimberley Academy   1977 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Experience
Citi Private Bank  August 2014 - Present
S&P Capital IQ  July 2013 - June 2014
Siena College  October 2010 - January 2013
The Ayco Company, L.P.   May 2012 - September 2012
State Street Bank  September 2011 - December 2011
Standard & Poor's   June 2008 - August 2011
Bluefly  October 2008 - June 2009
Publicolor  January 2008 - May 2009

Skills
Microsoft Office, Proficient in Urdu, Bloomberg Certified, Financial Analysis, Auditing, Finance, Microsoft Excel, Management, Bloomberg, Outlook, Customer Service, SPSS, Team Leadership, Human Resources

Education
Siena College   2009 — 2013
Bachelor of Science, Finance

Birkbeck College, University of London   2011 — 2011
Study Abroad Programme, Finance

Dewitt Clinton High School   2005 — 2009

Experience
Siena College  2007 - Present
The Ayco Company, L.P.   2005 - 2007
The Ayco Company, L.P.   2002 - 2005
The Ayco Company, L.P.   1999 - 2002
The Ayco Company, L.P.   1998 - 1999
GE  1996 - 1997
GE  1994 - 1996

Skills
Leadership, Public Speaking, Workshop Facilitation, Coaching, Team Leadership, Personal Development, Microsoft Excel, Project Management, Customer Service, Access, Microsoft Office, Teaching, Strategic Planning, HTML, Analysis, Research, Microsoft Word, Team Building, Leadership Development, Healthcare, Dreamwork, Facilitation, Wordpress, Project Planning, Databases, PowerPoint, Mentoring, Program Management, Human Resources

Education
Epona Ridge   2010 — 2012
Equine Facilitated Experiential Learning and Reiki

Siena College
BS, Computer Science

Cornell University
Studied Animal Science

Experience
Professor & Attorney at Law   1984 - Present
Texas Southern University - Thurgood Marshall School of Law  2002 - 2008
The Ayco Company, L.P.   August 1982 - March 1984

Skills
Estate Planning, Trusts, Probate, Estate Tax Planning, Wills, Estate Administration, Gift Tax, Living Trusts, Powers of Attorney, Tax Controversy, Living Wills, Appeals, Civil Litigation, Commercial Litigation, Corporate Law, Courts, Criminal Law, Dispute Resolution, Family Law, Immigration Law, Intellectual Property, Legal Advice, Legal Research, Legal Writing, Litigation, Mediation, Personal Injury, Tax, Westlaw

Education
Albany Law School of Union University   1979 — 1982
J.D., Law

City University of New York-Brooklyn College   1976 — 1979
B.S, Accounting

Experience
The Ayco Company, L.P.   Senior EditorThe Ayco Company, L.P. div of Goldman Sachs1999 - Present

Skills
Blogging, Creative Writing, Editing, Social Media Marketing, Media Relations, Social Media, Public Relations, Copy Editing, Event Planning, Newsletters, Copywriting

Education
Binghamton University

State University of New York College at Oswego
Bachelor's degree, English Language and Literature/Letters

Experience
Flink Smith Law LLC   July 2014 - Present
School Administrators Association of New York State  September 2013 - June 2014
New York State Assembly  January 2013 - May 2013
BARBRI Inc.  September 2010 - May 2013
McNamee, Lochner, Titus & Williams, P.C.   May 2012 - August 2012
Cooper Erving & Savage, LLP   May 2011 - January 2012
The Ayco Company, L.P.   October 2007 - August 2010
NAI Platform Realty Group   December 2006 - January 2007

Education
Albany Law School of Union University   2010 — 2013
Doctor of Law (J.D.), cum laude

Binghamton University   2004 — 2007
Bachelor of Science, Management; Majors in Finance and Marketing

Shaker High School   1999 — 2003

Experience
Masimo Corporation  July 2014 - Present
Masimo Corporation  May 2011 - July 2014
Beckman Coulter, Inc.   January 2011 - May 2011
Beckman Coulter  June 2005 - January 2011
Palumbo Bergstrom LLP  April 2003 - June 2005
Ezer Williamson & Brown LLP   April 2002 - April 2003
The Ayco Company, L.P.   August 2000 - April 2002
Belski and Associates LLP   1999 - 2000
Washington State Senate  January 1997 - April 1997

Skills
Litigation, Licensing, Intellectual Property, Legal Writing, Legal Research

Education
University of San Diego School of Law   1997 — 2000
JD

Eastern Washington University   1995 — 1997
B.A., Business, Government

Spokane Community College   1993 — 1995
A.A., Liberal Arts

Experience
Lang Capital, LLC   October 2013 - Present
Cedar Street Advisors   September 2011 - September 2013
The Ayco Company, L.P.   September 2006 - September 2011

Education
Brewton-Parker College

Kennesaw State University

Ridgewater College
Non-Destructive Testing

Experience
The Van Winkle Law Firm  April 2007 - Present
The Ayco Company, L.P.   February 2003 - August 2006
Bond, Schoeneck & King, PLLC   June 2001 - June 2003

Skills
Legal Writing, Microsoft Office, Fast Tax FPS Software

Education
Blue Ridge Community College   2010 — 2012
Associate Degree, Arts