The Ayco Company, L.P.
Description
Headquarters: Saratoga Springs, New York, United States Founded: 1971 Subsidiary: Ayco Asset Management Parent organization: Goldman Sachs Asset Management LP
The Ayco Company, L.P. 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, L.P.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Ayco Company, L.P. Employees
Employee
Years
Job
Industry
Steven Paramo Steven Paramo's The Ayco Company, L.P. Experience June 2013 - Present
Job Financial Analyst at The Ayco Company, L.P. Goldman Sachs
Industry Accounting
Experience
The Ayco Company, L.P. June 2013 - Present
Seton Hall University August 2010 - January 2013
The Ayco Company, L.P. May 2012 - August 2012
Ridemakerz, LLC June 2010 - January 2012
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Data Entry, Finance, Time Management
Education
Seton Hall University 2009 — 2013
Bachelor, Accounting, Graphic Design
Seton Hall University 2009 — 2013
BA, Accounting
The Ayco Company, L.P. June 2013 - Present
Seton Hall University August 2010 - January 2013
The Ayco Company, L.P. May 2012 - August 2012
Ridemakerz, LLC June 2010 - January 2012
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Data Entry, Finance, Time Management
Education
Seton Hall University 2009 — 2013
Bachelor, Accounting, Graphic Design
Seton Hall University 2009 — 2013
BA, Accounting
Lisa Marking Lisa Marking's The Ayco Company, L.P. Experience Senior Tax ConsultantBolar Hirsch & JenningsFebruary 2008 - October 2011
Job Senior Tax Analyst at The Ayco Company, L.P., A Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P. Senior Tax ConsultantBolar Hirsch & JenningsFebruary 2008 - October 2011
Education
Pepperdine University
Bachelor of Science (BS), Accounting
Pepperdine University School of Law
Doctor of Law (J.D.)
University of Southern California
Master of Business Taxation
The Ayco Company, L.P. Senior Tax ConsultantBolar Hirsch & JenningsFebruary 2008 - October 2011
Education
Pepperdine University
Bachelor of Science (BS), Accounting
Pepperdine University School of Law
Doctor of Law (J.D.)
University of Southern California
Master of Business Taxation
David Luellen David Luellen's The Ayco Company, L.P. 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
Sean Rudman Sean Rudman's The Ayco Company, L.P. Experience October 2000 - February 2003
Job Network Administrator at Secure Communication Systems
Industry Information Technology and Services
Experience
Secure Communication Systems October 2009 - Present
Evarus March 2009 - October 2009
Kimco Staffing December 2003 - February 2009
The Ayco Company, L.P. October 2000 - February 2003
Per-Se Technologies February 2000 - July 2000
Skills
Troubleshooting, Microsoft Exchange, Active Directory, Network Administration, Hardware, Help Desk Support, Group Policy, Operating Systems, Software, Vendor Management, Networking, Windows 7, Lotus Notes, Workstations, Windows Server, A+ Certified, Servers, Software Documentation, Microsoft Office, Windows, Process Improvement, Technical Support, Switches, Routers, WAN, Information Technology, Microsoft Excel, Network Security, Software Development, Customer Service, Infrastructure, Data Center, SQL, VMware, Business Analysis, Databases, DNS, Training, Team Leadership, Team Building, Technical Recruiting, SharePoint, VPN, XP, Program Management, Integration, Windows XP
Education
Irvine Valley College 2005 — 2007
Business Admin
Knowledge Alliance 1999 — 1999
NA, MCSE/A+
Pittsburg High School 1987 — 1989
Secure Communication Systems October 2009 - Present
Evarus March 2009 - October 2009
Kimco Staffing December 2003 - February 2009
The Ayco Company, L.P. October 2000 - February 2003
Per-Se Technologies February 2000 - July 2000
Skills
Troubleshooting, Microsoft Exchange, Active Directory, Network Administration, Hardware, Help Desk Support, Group Policy, Operating Systems, Software, Vendor Management, Networking, Windows 7, Lotus Notes, Workstations, Windows Server, A+ Certified, Servers, Software Documentation, Microsoft Office, Windows, Process Improvement, Technical Support, Switches, Routers, WAN, Information Technology, Microsoft Excel, Network Security, Software Development, Customer Service, Infrastructure, Data Center, SQL, VMware, Business Analysis, Databases, DNS, Training, Team Leadership, Team Building, Technical Recruiting, SharePoint, VPN, XP, Program Management, Integration, Windows XP
Education
Irvine Valley College 2005 — 2007
Business Admin
Knowledge Alliance 1999 — 1999
NA, MCSE/A+
Pittsburg High School 1987 — 1989
Alex Mojica Alex Mojica's The Ayco Company, L.P. Experience September 2001 - July 2005
Job Vice President Sr. Wealth Planning Strategist Zions Bank
Industry Financial Services
Experience
Zions Bancorporation January 2014 - Present
Wells Fargo July 2005 - January 2014
The Ayco Company, L.P. September 2001 - July 2005
Skills
Wealth Management, Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning, Insurance, Strategic Financial..., Wealth, Trusts, Leadership, Customer Service, Asset Allocation, Investment Strategies, Personal Financial..., Asset Protection, Estate Tax Planning, Financial Planners, Financial Planning
Education
New York Law School 1998 — 2001
Doctor of Law (J.D.), Estate Planning
Hartwick College 1995 — 1997
Bachelor of Arts (B.A.), American Literature (United States)
Hartwick College 1991 — 1993
Bachelor of Arts (B.A.), American Literature (United States)
Zions Bancorporation January 2014 - Present
Wells Fargo July 2005 - January 2014
The Ayco Company, L.P. September 2001 - July 2005
Skills
Wealth Management, Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning, Insurance, Strategic Financial..., Wealth, Trusts, Leadership, Customer Service, Asset Allocation, Investment Strategies, Personal Financial..., Asset Protection, Estate Tax Planning, Financial Planners, Financial Planning
Education
New York Law School 1998 — 2001
Doctor of Law (J.D.), Estate Planning
Hartwick College 1995 — 1997
Bachelor of Arts (B.A.), American Literature (United States)
Hartwick College 1991 — 1993
Bachelor of Arts (B.A.), American Literature (United States)
Mary Kay Soto Mary Kay Soto's The Ayco Company, L.P. Experience June 1996 - April 2011
Job Project Manager at Interactive Advisory Software
Industry Information Technology and Services
Experience
Interactive Advisory Software, a Hanlon Investment Management Company November 2012 - Present
The Daniel Financial Group February 2012 - November 2012
The Ayco Company, L.P. June 1996 - April 2011
M.H. Reinhold Jewelry February 1994 - November 1995
Sam's Club, Puerto Rico March 1993 - February 1994
Fannie Mae August 1990 - January 1993
Credit Card Service Corporation March 1981 - August 1990
Skills
Budgets, Customer Service, Operations Management, Event Management, Team Building, Office Management, Project Planning, Recruiting, Process Improvement, Department Budget..., Project Management, Recruitments, Problem Solving, Staff Management, SOW, Relationship Management..., Building Relationships, Long-term Customer..., Multiple Project..., Business Continuity..., Relocation, Coordinating Events, Quality Management, Business Analysis, Management, Strategy, CRM, Leadership, Training
Education
Kennesaw State University 2012 — 2014
Project Management
American Management Association
Northern Virginia Community College
Computer Science and business related courses.
Purchase Line High School
Diploma, Business
Interactive Advisory Software, a Hanlon Investment Management Company November 2012 - Present
The Daniel Financial Group February 2012 - November 2012
The Ayco Company, L.P. June 1996 - April 2011
M.H. Reinhold Jewelry February 1994 - November 1995
Sam's Club, Puerto Rico March 1993 - February 1994
Fannie Mae August 1990 - January 1993
Credit Card Service Corporation March 1981 - August 1990
Skills
Budgets, Customer Service, Operations Management, Event Management, Team Building, Office Management, Project Planning, Recruiting, Process Improvement, Department Budget..., Project Management, Recruitments, Problem Solving, Staff Management, SOW, Relationship Management..., Building Relationships, Long-term Customer..., Multiple Project..., Business Continuity..., Relocation, Coordinating Events, Quality Management, Business Analysis, Management, Strategy, CRM, Leadership, Training
Education
Kennesaw State University 2012 — 2014
Project Management
American Management Association
Northern Virginia Community College
Computer Science and business related courses.
Purchase Line High School
Diploma, Business
Brian DiCaprio Brian DiCaprio's The Ayco Company, L.P. Experience April 2012 - January 2013
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Siena College September 2013 - May 2014
Caspian Capital Advisors May 2013 - August 2013
The Ayco Company, L.P. April 2012 - January 2013
Northwestern Mutual April 2011 - November 2011
Bender Lane Advisory, LLC May 2011 - September 2011
Skills
Financial Analysis, Investment Banking, Investments, Equities, Securities, Entrepreneurship, Hedge Funds, Valuation, Trading, Portfolio Management
Education
Siena College 2010 — 2014
Bachelor of Science, Finance, Cum Laude
Shenendehowa High School
SunTrust Robinson Humphrey June 2014 - Present
Siena College September 2013 - May 2014
Caspian Capital Advisors May 2013 - August 2013
The Ayco Company, L.P. April 2012 - January 2013
Northwestern Mutual April 2011 - November 2011
Bender Lane Advisory, LLC May 2011 - September 2011
Skills
Financial Analysis, Investment Banking, Investments, Equities, Securities, Entrepreneurship, Hedge Funds, Valuation, Trading, Portfolio Management
Education
Siena College 2010 — 2014
Bachelor of Science, Finance, Cum Laude
Shenendehowa High School
Teresa Price Teresa Price's The Ayco Company, L.P. Experience August 2004 - July 2005
Job Corporate & Community Relations and Fund Development Coordinator at Working Wardrobes
Industry Public Relations and Communications
Experience
Working Wardrobes July 2013 - July 2014
McKissack & McKissack May 2010 - July 2013
Canyon Creek Financial September 2006 - April 2010
LandAmerica Lawyers Title August 2005 - September 2006
The Ayco Company, L.P. August 2004 - July 2005
LandAmerica Lawyers Title September 2002 - May 2004
Skills
Business Development, Marketing, Proposal Writing, Community Outreach, Project Planning, Corporate Relations, Community Relations, Social Media Marketing
Education
Oregon State University 2006 — 2009
BS, Liberal Studies
Working Wardrobes July 2013 - July 2014
McKissack & McKissack May 2010 - July 2013
Canyon Creek Financial September 2006 - April 2010
LandAmerica Lawyers Title August 2005 - September 2006
The Ayco Company, L.P. August 2004 - July 2005
LandAmerica Lawyers Title September 2002 - May 2004
Skills
Business Development, Marketing, Proposal Writing, Community Outreach, Project Planning, Corporate Relations, Community Relations, Social Media Marketing
Education
Oregon State University 2006 — 2009
BS, Liberal Studies
Ernest Barvoets Ernest Barvoets's The Ayco Company, L.P. Experience February 2013 - February 2014
Job Sales and Marketing Associate at New York Legal Publishing Corp.
Industry Financial Services
Experience
New York Legal Publishing Corp. February 2014 - Present
The Ayco Company, L.P. February 2013 - February 2014
Merrill Lynch February 2012 - February 2013
Stockbridge Capital, LLC January 2010 - February 2012
New York Legal Publishing Corp. 2006 - 2010
NAI Platform Realty June 2008 - August 2008
Skills
Investments, Series 7, Series 63, Wealth Management, Strategic Financial..., Due Diligence, Equities, Asset Management, Financial Analysis, Investment Strategies, Finance
Education
Siena College 2006 — 2010
Bachelor of Arts, Major: Economics, Minor:Business Admin
New York Legal Publishing Corp. February 2014 - Present
The Ayco Company, L.P. February 2013 - February 2014
Merrill Lynch February 2012 - February 2013
Stockbridge Capital, LLC January 2010 - February 2012
New York Legal Publishing Corp. 2006 - 2010
NAI Platform Realty June 2008 - August 2008
Skills
Investments, Series 7, Series 63, Wealth Management, Strategic Financial..., Due Diligence, Equities, Asset Management, Financial Analysis, Investment Strategies, Finance
Education
Siena College 2006 — 2010
Bachelor of Arts, Major: Economics, Minor:Business Admin
Lorinda Mitchell Lorinda Mitchell's The Ayco Company, L.P. Experience July 1997 - June 2001
Job Mary Kay Independent Consultant
Industry Cosmetics
Experience
Mitchell Household November 2002 - Present
Mary Kay Ind. Consultant July 2008 - June 2013
HBK Investments January 2002 - July 2002
ExecuTrain June 2001 - December 2001
The Ayco Company, L.P. July 1997 - June 2001
Skills
Beauty Industry, Cosmetics, Skin Care, Makeup Artistry, Spa
Education
Richland Community College 1988 — 1993
Liberal Arts
Mitchell Household November 2002 - Present
Mary Kay Ind. Consultant July 2008 - June 2013
HBK Investments January 2002 - July 2002
ExecuTrain June 2001 - December 2001
The Ayco Company, L.P. July 1997 - June 2001
Skills
Beauty Industry, Cosmetics, Skin Care, Makeup Artistry, Spa
Education
Richland Community College 1988 — 1993
Liberal Arts
Garrett Eaton's The Ayco Company, L.P. Experience January 2010 - February 2011
Job Senior Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF February 2013 - Present
TIAA-CREF February 2011 - February 2013
The Ayco Company, L.P. January 2010 - February 2011
Skills
Financial Services, Personal Financial..., Relationship Management, Institutional Sales, Retirement, Investment Advisory, Series 7, Investment Strategies, Business Communications, Investments, Mutual Funds
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 2004 — 2008
Bachelor of Science (BS), Finance, General
TIAA-CREF September 2014 - Present
TIAA-CREF February 2013 - Present
TIAA-CREF February 2011 - February 2013
The Ayco Company, L.P. January 2010 - February 2011
Skills
Financial Services, Personal Financial..., Relationship Management, Institutional Sales, Retirement, Investment Advisory, Series 7, Investment Strategies, Business Communications, Investments, Mutual Funds
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 2004 — 2008
Bachelor of Science (BS), Finance, General
Alexandra Falvey Alexandra Falvey's The Ayco Company, L.P. Experience 2011 - 2011
Job Assistant Director of Financial Aid at Siena College
Industry Higher Education
Experience
Siena College January 2015 - Present
Siena College September 2012 - January 2015
Siena College May 2010 - August 2012
The Ayco Company, L.P. 2011 - 2011
Skills
Higher Education, Research, Grant Writing, Student Affairs, Fundraising, Microsoft Excel, Nonprofits, Public Speaking, PowerPoint, Microsoft Office, Editing, Qualitative Research, Community Outreach, SPSS, Time Management
Education
Siena College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Siena College January 2015 - Present
Siena College September 2012 - January 2015
Siena College May 2010 - August 2012
The Ayco Company, L.P. 2011 - 2011
Skills
Higher Education, Research, Grant Writing, Student Affairs, Fundraising, Microsoft Excel, Nonprofits, Public Speaking, PowerPoint, Microsoft Office, Editing, Qualitative Research, Community Outreach, SPSS, Time Management
Education
Siena College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Adam Stelmach Adam Stelmach's The Ayco Company, L.P. Experience September 2011 - May 2013
Job System Analyst at ASI American Strategic Insurance
Industry Insurance
Experience
ASI - American Strategic Insurance July 2014 - Present
PURE Group of Insurance Companies July 2013 - July 2014
The Ayco Company, L.P. September 2011 - May 2013
Swiss Re May 2012 - August 2012
Skills
Access, Insurance, Microsoft Excel, PowerPoint, Microsoft Word
Education
Siena College 2009 — 2013
Bachelor of Science (BS), Actuarial Science
FDR High School
ASI - American Strategic Insurance July 2014 - Present
PURE Group of Insurance Companies July 2013 - July 2014
The Ayco Company, L.P. September 2011 - May 2013
Swiss Re May 2012 - August 2012
Skills
Access, Insurance, Microsoft Excel, PowerPoint, Microsoft Word
Education
Siena College 2009 — 2013
Bachelor of Science (BS), Actuarial Science
FDR High School
Eryn Knautz Eryn Knautz's The Ayco Company, L.P. Experience August 2012 - Present
Job Law Practice Professional
Industry Law Practice
Experience
The Ayco Company, L.P. August 2012 - Present
MacMunnis, Inc. May 2012 - July 2012
Marquette University June 2010 - May 2011
Internal Revenue Service September 2010 - December 2010
Federal District Court for the Eastern District of Wisconsin August 2009 - December 2009
Education
Marquette University Law School 2008 — 2011
J.D.
Illinois Wesleyan University 2004 — 2008
B.A., Business Administration
Illinois Wesleyan University 2004 — 2008
The Ayco Company, L.P. August 2012 - Present
MacMunnis, Inc. May 2012 - July 2012
Marquette University June 2010 - May 2011
Internal Revenue Service September 2010 - December 2010
Federal District Court for the Eastern District of Wisconsin August 2009 - December 2009
Education
Marquette University Law School 2008 — 2011
J.D.
Illinois Wesleyan University 2004 — 2008
B.A., Business Administration
Illinois Wesleyan University 2004 — 2008
Daniel Comiskey's The Ayco Company, L.P. Experience June 2013 - August 2014
Job Associate at Income Research + Management
Industry Investment Management
Experience
Income Research + Management August 2014 - Present
The Ayco Company, L.P. June 2013 - August 2014
The Ayco Company, L.P. June 2012 - June 2013
The Ayco Company, L.P. June 2010 - January 2012
Skills
Financial Analysis, Investments, Bloomberg, Equities, Portfolio Management, Finance, Fixed Income, Currency, FX trading, Bloomberg Terminal, ETFs, Hedge Funds, Asset Allocation, Securities
Education
Siena College 2009 — 2013
Bachelor of Science (B.S.), Finance
Universidad de Alicante 2011 — 2012
2015 Level II Candidate in the CFA Program
Ballston Spa
Income Research + Management August 2014 - Present
The Ayco Company, L.P. June 2013 - August 2014
The Ayco Company, L.P. June 2012 - June 2013
The Ayco Company, L.P. June 2010 - January 2012
Skills
Financial Analysis, Investments, Bloomberg, Equities, Portfolio Management, Finance, Fixed Income, Currency, FX trading, Bloomberg Terminal, ETFs, Hedge Funds, Asset Allocation, Securities
Education
Siena College 2009 — 2013
Bachelor of Science (B.S.), Finance
Universidad de Alicante 2011 — 2012
2015 Level II Candidate in the CFA Program
Ballston Spa
Brian Zimmel Brian Zimmel's The Ayco Company, L.P. Experience October 2006 - February 2015
Job Software Engineer
Industry Computer Software
Experience
Vision Government Solutions, Inc. March 2015 - Present
The Ayco Company, L.P. October 2006 - February 2015
Infosynch, Inc. September 2003 - October 2006
Skills
.NET, Web Development, C#, Microsoft SQL Server, jQuery, AJAX, JavaScript, HTML, ASP, PHP, MySQL, Software Engineering, SQL, ASP.NET
Education
St. Bonaventure University 1998 — 2002
Bachelor's degree, Computer Science
Vision Government Solutions, Inc. March 2015 - Present
The Ayco Company, L.P. October 2006 - February 2015
Infosynch, Inc. September 2003 - October 2006
Skills
.NET, Web Development, C#, Microsoft SQL Server, jQuery, AJAX, JavaScript, HTML, ASP, PHP, MySQL, Software Engineering, SQL, ASP.NET
Education
St. Bonaventure University 1998 — 2002
Bachelor's degree, Computer Science
Barry Fortuna Barry Fortuna's The Ayco Company, L.P. Experience March 2012 - June 2013
Job Senior Consultant at FactSet
Industry Financial Services
Experience
FactSet September 2013 - Present
The Ayco Company, L.P. March 2012 - June 2013
Rensselaer Polytechnic Institute - Office of the First- Year Experience May 2010 - March 2012
Rensselaer Polytechnic Institute - Department of Mathematical Sciences August 2010 - May 2011
Skills
Microsoft Office, SPSS, Excel, Financial Accounting, Mathematics, Bloomberg Terminal, Zephyr Style Advisor
Education
Rensselaer Polytechnic Institute 2009 — 2013
B.S.; M.S., Mathematics; Financial Engineering and Risk Analytics
FactSet September 2013 - Present
The Ayco Company, L.P. March 2012 - June 2013
Rensselaer Polytechnic Institute - Office of the First- Year Experience May 2010 - March 2012
Rensselaer Polytechnic Institute - Department of Mathematical Sciences August 2010 - May 2011
Skills
Microsoft Office, SPSS, Excel, Financial Accounting, Mathematics, Bloomberg Terminal, Zephyr Style Advisor
Education
Rensselaer Polytechnic Institute 2009 — 2013
B.S.; M.S., Mathematics; Financial Engineering and Risk Analytics
Johnnie Lawrence Jr., CPA, CFP®, MST Johnnie Lawrence Jr., CPA, CFP®, MST's The Ayco Company, L.P. Experience 2012 - 2013
Job Client Accounting & Tax Services at Rockefeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc. 2014 - Present
St. James Development Corp. 2009 - 2014
The Ayco Company, L.P. 2012 - 2013
Jeffries & Company 2011 - 2011
Withum Smith & Brown 2010 - 2011
Marks Paneth & Shron LLP 2009 - 2009
Neuberger Berman 2008 - 2009
Rothstein Kass 2005 - 2008
Prudential Financial 2003 - 2005
United States Air Force 1998 - 2004
Skills
Financial Reporting, Auditing, Accounting, Tax, Tax Accounting, Tax Preparation, CPA, Tax Research, Income Tax, QuickBooks, Finance, Internal Controls, Microsoft Excel, Financial Accounting, Financial Analysis, GAAP, US GAAP, Tax Returns, SEC filings, Corporate Tax, Financial Statements, Financial Planning
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2010
Master of Science (M.S.)
Rutgers, The State University of New Jersey-Newark 1998 — 2000
BS
Rockefeller & Co., Inc. 2014 - Present
St. James Development Corp. 2009 - 2014
The Ayco Company, L.P. 2012 - 2013
Jeffries & Company 2011 - 2011
Withum Smith & Brown 2010 - 2011
Marks Paneth & Shron LLP 2009 - 2009
Neuberger Berman 2008 - 2009
Rothstein Kass 2005 - 2008
Prudential Financial 2003 - 2005
United States Air Force 1998 - 2004
Skills
Financial Reporting, Auditing, Accounting, Tax, Tax Accounting, Tax Preparation, CPA, Tax Research, Income Tax, QuickBooks, Finance, Internal Controls, Microsoft Excel, Financial Accounting, Financial Analysis, GAAP, US GAAP, Tax Returns, SEC filings, Corporate Tax, Financial Statements, Financial Planning
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2010
Master of Science (M.S.)
Rutgers, The State University of New Jersey-Newark 1998 — 2000
BS
John Kaddo John Kaddo's The Ayco Company, L.P. Experience November 2011 - March 2012
Job Fixed Income Analyst, Research & Management at Howe & Rusling, Inc.
Industry Investment Management
Experience
Howe & Rusling, Inc. December 2012 - Present
Rochester Institute of Technology January 2010 - May 2013
The Ayco Company, L.P. November 2011 - March 2012
Skills
Microsoft Excel, Bloomberg, Microsoft Word, Trading, Fixed Income Analysis, Financial Modeling, Fixed Income, Equity Research, Microsoft Office, PowerPoint, Data Analysis, Teamwork
Education
Rochester Institute of Technology 2013 — 2014
Master of Business Administration (MBA)
Rochester Institute of Technology 2009 — 2013
Bachelor of Science (BS), Finance, General
Howe & Rusling, Inc. December 2012 - Present
Rochester Institute of Technology January 2010 - May 2013
The Ayco Company, L.P. November 2011 - March 2012
Skills
Microsoft Excel, Bloomberg, Microsoft Word, Trading, Fixed Income Analysis, Financial Modeling, Fixed Income, Equity Research, Microsoft Office, PowerPoint, Data Analysis, Teamwork
Education
Rochester Institute of Technology 2013 — 2014
Master of Business Administration (MBA)
Rochester Institute of Technology 2009 — 2013
Bachelor of Science (BS), Finance, General
Gary Weinlein, CLU ChFC Gary Weinlein, CLU ChFC's The Ayco Company, L.P. Experience January 2004 - December 2004
Job Regional Director Practice Consulting at 1st Global
Industry Financial Services
Experience
1st Global July 2015 - Present
Atlas Private Wealth Management, LLC May 2014 - July 2015
1st Global May 2012 - April 2014
The Martin Financial Group December 2011 - May 2012
Northwestern Mutual October 2006 - December 2011
Metropolitan Life Insurance Company January 2005 - October 2006
The Ayco Company, L.P. January 2004 - December 2004
Skills
Personal Finance, Disability Insurance, Life Insurance, Investments, Estate Planning, Consulting, Retirement, Business Planning, Insurance, Financial Advisory, Sales, Finance, Strategic Financial..., Risk Management, Financial Services, Small Business, Asset, Budgets, Financial Planning, Retirement Planning, Strategy, Save, Practice Consulting
Education
The American College 2008 — 2012
CLU ChFC, Financial Service
Rensselaer Polytechnic Institute 2001 — 2003
B.S. Management, Finance, Economics
Colonie
1st Global July 2015 - Present
Atlas Private Wealth Management, LLC May 2014 - July 2015
1st Global May 2012 - April 2014
The Martin Financial Group December 2011 - May 2012
Northwestern Mutual October 2006 - December 2011
Metropolitan Life Insurance Company January 2005 - October 2006
The Ayco Company, L.P. January 2004 - December 2004
Skills
Personal Finance, Disability Insurance, Life Insurance, Investments, Estate Planning, Consulting, Retirement, Business Planning, Insurance, Financial Advisory, Sales, Finance, Strategic Financial..., Risk Management, Financial Services, Small Business, Asset, Budgets, Financial Planning, Retirement Planning, Strategy, Save, Practice Consulting
Education
The American College 2008 — 2012
CLU ChFC, Financial Service
Rensselaer Polytechnic Institute 2001 — 2003
B.S. Management, Finance, Economics
Colonie
Anthony Bevilacqua Anthony Bevilacqua's The Ayco Company, L.P. Experience July 2012 - Present
Job Sr. Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. June 2010 - July 2012
Skills
Cash Flow, Financial Accounting, Tax, Tax Returns, Financial Planners
Education
Marist College 2013 — 2015
Master of Business Administration (MBA), Finance, General
State University of New York at New Paltz 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. June 2010 - July 2012
Skills
Cash Flow, Financial Accounting, Tax, Tax Returns, Financial Planners
Education
Marist College 2013 — 2015
Master of Business Administration (MBA), Finance, General
State University of New York at New Paltz 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Mark J. Finley Mark J. Finley's The Ayco Company, L.P. Experience 1985 - 2006
Job Senior Managing Partner at Granite Advisors, LLC
Industry Financial Services
Experience
Granite Advisors, LLC January 2007 - Present
The Ayco Company, L.P. 1985 - 2006
Skills
Strategic Financial..., Wealth Management, Financial Analysis, Investments, Retirement Planning, Business Development, New Business Development, Portfolio Management, Estate Planning, Risk Management, Business Planning, Strategic Planning, Small Business, Real Estate, Insurance, Entrepreneurship, High Net Worth..., Tax
Education
Loyola University of Chicago 1986 — 1989
MBA
Northern Illinois University 1981 — 1985
Bachelor of Science (B.S.)
Downers Grove North H.S.
Granite Advisors, LLC January 2007 - Present
The Ayco Company, L.P. 1985 - 2006
Skills
Strategic Financial..., Wealth Management, Financial Analysis, Investments, Retirement Planning, Business Development, New Business Development, Portfolio Management, Estate Planning, Risk Management, Business Planning, Strategic Planning, Small Business, Real Estate, Insurance, Entrepreneurship, High Net Worth..., Tax
Education
Loyola University of Chicago 1986 — 1989
MBA
Northern Illinois University 1981 — 1985
Bachelor of Science (B.S.)
Downers Grove North H.S.
Brooke Roberts Brooke Roberts's The Ayco Company, L.P. Experience June 2005 - May 2006
Job Executive Immunology Specialist at Janssen Biotech, A Johnson & Johnson Company
Industry Biotechnology
Experience
Janssen Biotech, A Johnson & Johnson Company May 2014 - Present
Amgen December 2010 - April 2014
Novartis January 2009 - December 2010
Pfizer May 2006 - January 2009
The Ayco Company, L.P. June 2005 - May 2006
Skills
Endocrinology, Rheumatology, Dermatology, Biologics, Neurology, Primary Care, Commercial Insurance, Medicare Part D, Medicare/Medicaid..., Sales, Strong Business Acumen, Finance, Business Planning, Healthcare, Infusion Centers, Strategy, Pharmaceutical Sales
Education
Union College 2010 — 2012
MBA, 3.8/4.0
Siena College 2001 — 2005
B.S., Finance
Janssen Biotech, A Johnson & Johnson Company May 2014 - Present
Amgen December 2010 - April 2014
Novartis January 2009 - December 2010
Pfizer May 2006 - January 2009
The Ayco Company, L.P. June 2005 - May 2006
Skills
Endocrinology, Rheumatology, Dermatology, Biologics, Neurology, Primary Care, Commercial Insurance, Medicare Part D, Medicare/Medicaid..., Sales, Strong Business Acumen, Finance, Business Planning, Healthcare, Infusion Centers, Strategy, Pharmaceutical Sales
Education
Union College 2010 — 2012
MBA, 3.8/4.0
Siena College 2001 — 2005
B.S., Finance
Rocky Francis, J.D., CTFA Rocky Francis, J.D., CTFA's The Ayco Company, L.P. Experience March 2013 - Present
Job Vice President Financial Related Services
Industry Financial Services
Experience
The Ayco Company, L.P. March 2013 - Present
UBS Financial Services February 2012 - March 2013
Wells Fargo Private Bank February 2011 - February 2012
The Ayco Company, L.P. September 2002 - February 2011
Education
Howard University School of Law 1999 — 2002
Juris Doctorate, Law
University of South Florida 1993 — 1998
B.A., Biology; B.A., Communications
The Ayco Company, L.P. March 2013 - Present
UBS Financial Services February 2012 - March 2013
Wells Fargo Private Bank February 2011 - February 2012
The Ayco Company, L.P. September 2002 - February 2011
Education
Howard University School of Law 1999 — 2002
Juris Doctorate, Law
University of South Florida 1993 — 1998
B.A., Biology; B.A., Communications
Jack Smothers Jack Smothers's The Ayco Company, L.P. Experience January 2007 - October 2007
Job Category Manager Professional Services at Alcon, a Novartis company
Industry Logistics and Supply Chain
Experience
Alcon, a Novartis company August 2014 - Present
Alcon, a Novartis company May 2013 - July 2014
Texas Christian University August 2011 - May 2013
Michaels Stores, Inc. June 2012 - August 2012
UTi Worldwide Inc. October 2007 - July 2011
The Ayco Company, L.P. January 2007 - October 2007
ThirdFloor Media, inc. April 2005 - December 2006
Skills
Process Improvement, Financial Analysis, Finance, Microsoft Excel, Strategic Planning, Analytics, Supply Chain Management, Project Management, Leadership, Marketing Strategy, Financial Modeling, Supply Chain, Project Planning, Microsoft Office, Team Building, Forecasting, Data Analysis, Operations Management, Team Leadership, Coaching, Negotiation
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2013
MBA, Supply Chain and Finance
Pepperdine University 2001 — 2005
Bachelor of Science, Business Administration
Alcon, a Novartis company August 2014 - Present
Alcon, a Novartis company May 2013 - July 2014
Texas Christian University August 2011 - May 2013
Michaels Stores, Inc. June 2012 - August 2012
UTi Worldwide Inc. October 2007 - July 2011
The Ayco Company, L.P. January 2007 - October 2007
ThirdFloor Media, inc. April 2005 - December 2006
Skills
Process Improvement, Financial Analysis, Finance, Microsoft Excel, Strategic Planning, Analytics, Supply Chain Management, Project Management, Leadership, Marketing Strategy, Financial Modeling, Supply Chain, Project Planning, Microsoft Office, Team Building, Forecasting, Data Analysis, Operations Management, Team Leadership, Coaching, Negotiation
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2013
MBA, Supply Chain and Finance
Pepperdine University 2001 — 2005
Bachelor of Science, Business Administration
Shannon Hungerford Shannon Hungerford's The Ayco Company, L.P. Experience June 2013 - Present
Job Project Manager at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. June 2013 - Present
GE March 2012 - June 2013
Ballston Spa High School September 2004 - March 2012
GE July 1989 - August 2004
General Electric June 1992 - June 1994
General Electric July 1989 - June 1992
Skills
Strategic Planning, Leadership, Management, Negotiation, Coaching, Team Leadership, Project Management, Customer Service, Outlook, Change Management, Team Building, Social Media Marketing, Leadership Development, Public Speaking, Staff Development, Social Media, Process Improvement, Event Management, Budgets, Program Management, Cross-functional Team..., Fundraising
Education
University of Vermont 1987 — 1989
Business Administration, concentrations in Finance and Marketing
State University of New York College at Plattsburgh 2004 — 2007
MS Ed, Curriculum and Instruction
Georgetown University 1985 — 1987
School of Business
The Ayco Company, L.P. June 2013 - Present
GE March 2012 - June 2013
Ballston Spa High School September 2004 - March 2012
GE July 1989 - August 2004
General Electric June 1992 - June 1994
General Electric July 1989 - June 1992
Skills
Strategic Planning, Leadership, Management, Negotiation, Coaching, Team Leadership, Project Management, Customer Service, Outlook, Change Management, Team Building, Social Media Marketing, Leadership Development, Public Speaking, Staff Development, Social Media, Process Improvement, Event Management, Budgets, Program Management, Cross-functional Team..., Fundraising
Education
University of Vermont 1987 — 1989
Business Administration, concentrations in Finance and Marketing
State University of New York College at Plattsburgh 2004 — 2007
MS Ed, Curriculum and Instruction
Georgetown University 1985 — 1987
School of Business
Donna J. Starnes Donna J. Starnes's The Ayco Company, L.P. Experience 1998 - 2001
Job Business Coach and Financial Advisor to Sole Proprietors and Families. Small steps Big results.
Industry Management Consulting
Experience
Seekers Consulting January 2015 - Present
Concorde Investment Management 2002 - 2007
The Ayco Company, L.P. 1998 - 2001
Fresh Approach February 1991 - February 1997
The Associates 1980 - 1991
Arthur Andersen September 1973 - June 1980
Skills
Strategic Financial..., Small Business, Management Consulting, Strategic Planning, Retirement, Retirement Planning, Financial Analysis, Social Media, Financial Services, Budgets, Accounting, Tax, Leadership, Asset Management, Executive Management, Entrepreneurship, Investments, Financial Planning, Wealth, Insurance, Estate Planning, Wealth Management, Mergers & Acquisitions, Portfolio Management, Series 7, Budgeting, Management, Public Speaking
Education
Southern Methodist University - Cox School of Business 1985 — 1988
Executive MBA, Business
Rice University 1969 — 1973
BA, Economics
David Noor webinars on social media in Blogging and Linked-in
Social Media
Seekers Consulting January 2015 - Present
Concorde Investment Management 2002 - 2007
The Ayco Company, L.P. 1998 - 2001
Fresh Approach February 1991 - February 1997
The Associates 1980 - 1991
Arthur Andersen September 1973 - June 1980
Skills
Strategic Financial..., Small Business, Management Consulting, Strategic Planning, Retirement, Retirement Planning, Financial Analysis, Social Media, Financial Services, Budgets, Accounting, Tax, Leadership, Asset Management, Executive Management, Entrepreneurship, Investments, Financial Planning, Wealth, Insurance, Estate Planning, Wealth Management, Mergers & Acquisitions, Portfolio Management, Series 7, Budgeting, Management, Public Speaking
Education
Southern Methodist University - Cox School of Business 1985 — 1988
Executive MBA, Business
Rice University 1969 — 1973
BA, Economics
David Noor webinars on social media in Blogging and Linked-in
Social Media
Lissa McNaughton Lissa McNaughton's The Ayco Company, L.P. Experience 1986 - November 2008
Job Senior Advisor, SMF Financial Advisors
Industry Financial Services
Experience
SMF Financial Advisors July 2009 - Present
The Ayco Company, L.P. 1986 - November 2008
Skills
Wealth Management, Customer Relations, Retirement, Financial Planning, Estate Planning, Strategic Financial..., Customer Service, 401k, Risk Management, Employee Benefits, Tax, Retirement Planning, Investment Advisory, Pensions, Finance, Mutual Funds, Financial Advisory
Education
The College of William and Mary - The Mason School of Business 1982 — 1984
MBA
Le Moyne College 1977 — 1981
BS, Chemistry
Academy of the Holy Names 1973 — 1977
High School
SMF Financial Advisors July 2009 - Present
The Ayco Company, L.P. 1986 - November 2008
Skills
Wealth Management, Customer Relations, Retirement, Financial Planning, Estate Planning, Strategic Financial..., Customer Service, 401k, Risk Management, Employee Benefits, Tax, Retirement Planning, Investment Advisory, Pensions, Finance, Mutual Funds, Financial Advisory
Education
The College of William and Mary - The Mason School of Business 1982 — 1984
MBA
Le Moyne College 1977 — 1981
BS, Chemistry
Academy of the Holy Names 1973 — 1977
High School
Andrea Isenberg Andrea Isenberg's The Ayco Company, L.P. Experience August 1999 - June 2002
Job Regional Account Executive at Skillsoft
Industry Legal Services
Experience
Skillsoft 2015 - Present
LexisNexis December 2012 - 2014
LexisNexis January 2012 - November 2012
Lexis Nexis October 2010 - December 2011
LexisNexis January 2009 - September 2010
LexisNexis March 2007 - December 2008
LexisNexis January 2006 - February 2007
LexisNexis July 2002 - December 2005
The Ayco Company, L.P. August 1999 - June 2002
Skills
Sales Process, Leadership, Public Speaking, SaaS, Sales Operations, Solution Selling, Lead Generation, Contract Negotiation, Management, Sales Management, Business Development, Strategy, New Business Development, Sales, Account Management, B2B, Legal Research, Training
Education
New England School of Law 1996 — 1999
Doctor of Law (J.D.)
Trinity College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Skillsoft 2015 - Present
LexisNexis December 2012 - 2014
LexisNexis January 2012 - November 2012
Lexis Nexis October 2010 - December 2011
LexisNexis January 2009 - September 2010
LexisNexis March 2007 - December 2008
LexisNexis January 2006 - February 2007
LexisNexis July 2002 - December 2005
The Ayco Company, L.P. August 1999 - June 2002
Skills
Sales Process, Leadership, Public Speaking, SaaS, Sales Operations, Solution Selling, Lead Generation, Contract Negotiation, Management, Sales Management, Business Development, Strategy, New Business Development, Sales, Account Management, B2B, Legal Research, Training
Education
New England School of Law 1996 — 1999
Doctor of Law (J.D.)
Trinity College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Linda Kempin Linda Kempin's The Ayco Company, L.P. Experience 1994 - 1998
Job PR | Digital Marketing | Executive LinkedIn Profiles | Conference Speaker | Social Selling with LinkedIn Sales Navigator
Industry Online Media
Experience
Art of Digital Prominence - Onlne Marketing, Personal Branding & PR January 2010 - Present
Marketing Executives Networking Group January 2014 - Present
Chesapeake Bay Chapter Antique & Classic Boat Society International (ACBS) November 2008 - April 2014
Digital & Internet Marketing January 2006 - January 2010
EY (Ernst & Young) 2006 - 2007
EY (Ernst & Young) January 2001 - December 2005
Ernst & Young Professional Women's Network February 2003 - November 2005
The Ayco Co (now a Goldman Sachs sub) May 1999 - January 2001
The Ayco Company, L.P. 1994 - 1998
The Ayco Co (an American Express company) 1986 - 1994
Skills
Online Marketing, Strategic Partnerships, LinkedIn Consutant, Digital Marketing, Branding & Identity, LinkedIn Profile..., Social Media Marketing, LinkedIn Training, Long-term Customer..., Marketing, Integrated Marketing, SEO, Strategy, Digital Strategy, Social Networking, Marketing Strategy, Leadership, New Business Development, Social Media, Marketing Communications, Public Relations, Public Speaking, Start-ups, SEM, Project Management, New Media, Entrepreneurship, Business Development, Content Strategy, Media Relations, Market Research, Product Marketing, Online Advertising, B2B, Creative Direction, Competitive Analysis, Interactive Marketing, Web Content Management, Internal Communications, Local Search, Online Reputation..., E-Learning, Online Communications, Content Marketing, Web Design, Search Advertising, Product Launch, Customer Retention, Website Redesign, LinkedIn Webinars
Education
University of San Francisco
Masters, Internet Marketing
Keller Graduate School of Management - Chicago
MBA, Marketing -- Cum Laude
Northern Illinois University
BFA - Visual Communications, Interior Design, Architecture, Packaging, Publication Design
Art of Digital Prominence - Onlne Marketing, Personal Branding & PR January 2010 - Present
Marketing Executives Networking Group January 2014 - Present
Chesapeake Bay Chapter Antique & Classic Boat Society International (ACBS) November 2008 - April 2014
Digital & Internet Marketing January 2006 - January 2010
EY (Ernst & Young) 2006 - 2007
EY (Ernst & Young) January 2001 - December 2005
Ernst & Young Professional Women's Network February 2003 - November 2005
The Ayco Co (now a Goldman Sachs sub) May 1999 - January 2001
The Ayco Company, L.P. 1994 - 1998
The Ayco Co (an American Express company) 1986 - 1994
Skills
Online Marketing, Strategic Partnerships, LinkedIn Consutant, Digital Marketing, Branding & Identity, LinkedIn Profile..., Social Media Marketing, LinkedIn Training, Long-term Customer..., Marketing, Integrated Marketing, SEO, Strategy, Digital Strategy, Social Networking, Marketing Strategy, Leadership, New Business Development, Social Media, Marketing Communications, Public Relations, Public Speaking, Start-ups, SEM, Project Management, New Media, Entrepreneurship, Business Development, Content Strategy, Media Relations, Market Research, Product Marketing, Online Advertising, B2B, Creative Direction, Competitive Analysis, Interactive Marketing, Web Content Management, Internal Communications, Local Search, Online Reputation..., E-Learning, Online Communications, Content Marketing, Web Design, Search Advertising, Product Launch, Customer Retention, Website Redesign, LinkedIn Webinars
Education
University of San Francisco
Masters, Internet Marketing
Keller Graduate School of Management - Chicago
MBA, Marketing -- Cum Laude
Northern Illinois University
BFA - Visual Communications, Interior Design, Architecture, Packaging, Publication Design
Kevin Lennon Kevin Lennon's The Ayco Company, L.P. Experience May 2012 - Present
Job Intern The Ayco Company, Financial Related Services at Siena College
Industry Higher Education
Experience
Siena College May 2012 - Present
The Ayco Company, L.P. May 2012 - Present
Skills
Proficient with...
Education
Saint Michael's College 2010 — 2012
Siena College
Bachelor of Science (BS), Accounting
Siena College May 2012 - Present
The Ayco Company, L.P. May 2012 - Present
Skills
Proficient with...
Education
Saint Michael's College 2010 — 2012
Siena College
Bachelor of Science (BS), Accounting
Anthony J. Marino, CPA's The Ayco Company, L.P. Experience June 2009 - March 2010
Job Consolidation Specialist Financial Reporting at MercedesBenz USA
Industry Accounting
Experience
PwC November 2014 - July 2015
Marvin and Company, P.C. February 2012 - September 2014
The Ayco Company, L.P. June 2009 - March 2010
CBS Corporation January 2009 - May 2009
Skills
Accounting, Account Reconciliation, Financial Statements, Auditing, Financial Reporting, Financial Accounting, CPA, US GAAP, Internal Controls, Microsoft Excel, Bank Reconciliation, Payroll, GAAP, Finance
Education
The College of Saint Rose 2010 — 2011
MS, Accounting
Sacred Heart University 2006 — 2009
BS, Finance
PwC November 2014 - July 2015
Marvin and Company, P.C. February 2012 - September 2014
The Ayco Company, L.P. June 2009 - March 2010
CBS Corporation January 2009 - May 2009
Skills
Accounting, Account Reconciliation, Financial Statements, Auditing, Financial Reporting, Financial Accounting, CPA, US GAAP, Internal Controls, Microsoft Excel, Bank Reconciliation, Payroll, GAAP, Finance
Education
The College of Saint Rose 2010 — 2011
MS, Accounting
Sacred Heart University 2006 — 2009
BS, Finance
David MacPhee David MacPhee's The Ayco Company, L.P. Experience May 2005 - November 2005
Job Chief Executive Officer at LeverPoint Management, LLC
Industry Venture Capital & Private Equity
Experience
LeverPoint Management, LLC December 2009 - Present
Central Block, LLC November 2005 - December 2009
The Ayco Company, L.P. May 2005 - November 2005
KB Toys December 1995 - May 2005
Namic Corporation May 1995 - November 1995
Coopers & Lybrand September 1992 - May 1995
Noonan July 1988 - July 1990
Skills
Mergers, Strategy, Investments, Finance, Strategic Planning, Alternative Investments, Management, Venture Capital, Auditing, Investment Banking, Financial Accounting, SEC filings, Analysis, Private Equity, Financial Markets, Trading, Financial Analysis, Sales, Retail, Financial Reporting, Team-orientated, Mergers & Acquisitions, US GAAP, Financial Advisory, Valuation, Financial Modeling, Corporate Finance
Education
Union College 1990 — 1992
MBA, Accounting and Finance
Lafayette College 1984 — 1988
BA, Economics and Finance
LeverPoint Management, LLC December 2009 - Present
Central Block, LLC November 2005 - December 2009
The Ayco Company, L.P. May 2005 - November 2005
KB Toys December 1995 - May 2005
Namic Corporation May 1995 - November 1995
Coopers & Lybrand September 1992 - May 1995
Noonan July 1988 - July 1990
Skills
Mergers, Strategy, Investments, Finance, Strategic Planning, Alternative Investments, Management, Venture Capital, Auditing, Investment Banking, Financial Accounting, SEC filings, Analysis, Private Equity, Financial Markets, Trading, Financial Analysis, Sales, Retail, Financial Reporting, Team-orientated, Mergers & Acquisitions, US GAAP, Financial Advisory, Valuation, Financial Modeling, Corporate Finance
Education
Union College 1990 — 1992
MBA, Accounting and Finance
Lafayette College 1984 — 1988
BA, Economics and Finance
Angela (Zullo) Albanese's The Ayco Company, L.P. Experience October 2007 - June 2011
Job Assistant to the Vice Chancellor of Finance and Chief Financial Officer at The State University of New York
Industry Education Management
Experience
The State University of New York December 2014 - Present
Union Graduate College October 2012 - Present
The State University of New York May 2013 - December 2014
Bethlehem Middle School September 2011 - June 2012
Schenectady County Community College 2012 - 2012
The Ayco Company, L.P. October 2007 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Research, Customer Service, Public Speaking, Teaching, Microsoft Access, Event Planning, Fundraising, Higher Education, Nonprofits
Education
Union Graduate College 2012 — 2012
MAT, 5th and 6th grade extension, 5th and 6th grade
Union Graduate College 2011 — 2012
MAT, Social Studies Teacher Education, 7-12
Siena College 2003 — 2007
BA, History
Ravena Coeymans Selkirk High School 1999 — 2003
High School Diploma
The State University of New York December 2014 - Present
Union Graduate College October 2012 - Present
The State University of New York May 2013 - December 2014
Bethlehem Middle School September 2011 - June 2012
Schenectady County Community College 2012 - 2012
The Ayco Company, L.P. October 2007 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Research, Customer Service, Public Speaking, Teaching, Microsoft Access, Event Planning, Fundraising, Higher Education, Nonprofits
Education
Union Graduate College 2012 — 2012
MAT, 5th and 6th grade extension, 5th and 6th grade
Union Graduate College 2011 — 2012
MAT, Social Studies Teacher Education, 7-12
Siena College 2003 — 2007
BA, History
Ravena Coeymans Selkirk High School 1999 — 2003
High School Diploma
Joshua Gilbert's The Ayco Company, L.P. Experience 2008 - 2009
Job Senior Account Manager at UPS
Industry Logistics and Supply Chain
Experience
UPS 2012 - Present
Cap City Deals 2014 - 2015
Freelance 2011 - 2014
B&G Management 2010 - 2012
ROI Consulting 2009 - 2010
The Ayco Company, L.P. 2008 - 2009
Mazzone Hospitality, LLC 2001 - 2009
Morgan Stanley Smith Barney 2006 - 2007
Skills
Entrepreneur, Financial Analysis, Wealth Management, Sales Presentations, Negotiation, Consumer Products, Brand Development, Manufacturing Management, Business Strategy, New Business Development, Marketing Strategy, Account Management, Business Planning, Client Retention, Brand Management, Project Management, Entrepreneurship, Strategy, Sales, Business Development, Management, Strategic Planning, Contract Negotiation, Competitive Analysis, Market Research, CRM, Cross-functional Team..., Marketing, Social Media, E-commerce, Manufacturing..., Customer Retention, Consulting, Team Building, Sales Management, Start-ups, Leadership
Education
IESEG - Lille, France 2009 — 2010
Master of Business Administration (M.B.A.), International Business
Union College 2008 — 2010
Master of Business Administration (M.B.A.), Entrepreneurship
State University of New York College at Buffalo 2006 — 2008
Bachelor's Degree, Finance
Hudson Valley Community College 2004 — 2006
Associate's Degree, Business Administration
UPS 2012 - Present
Cap City Deals 2014 - 2015
Freelance 2011 - 2014
B&G Management 2010 - 2012
ROI Consulting 2009 - 2010
The Ayco Company, L.P. 2008 - 2009
Mazzone Hospitality, LLC 2001 - 2009
Morgan Stanley Smith Barney 2006 - 2007
Skills
Entrepreneur, Financial Analysis, Wealth Management, Sales Presentations, Negotiation, Consumer Products, Brand Development, Manufacturing Management, Business Strategy, New Business Development, Marketing Strategy, Account Management, Business Planning, Client Retention, Brand Management, Project Management, Entrepreneurship, Strategy, Sales, Business Development, Management, Strategic Planning, Contract Negotiation, Competitive Analysis, Market Research, CRM, Cross-functional Team..., Marketing, Social Media, E-commerce, Manufacturing..., Customer Retention, Consulting, Team Building, Sales Management, Start-ups, Leadership
Education
IESEG - Lille, France 2009 — 2010
Master of Business Administration (M.B.A.), International Business
Union College 2008 — 2010
Master of Business Administration (M.B.A.), Entrepreneurship
State University of New York College at Buffalo 2006 — 2008
Bachelor's Degree, Finance
Hudson Valley Community College 2004 — 2006
Associate's Degree, Business Administration
Thomas J. Lane Thomas J. Lane's The Ayco Company, L.P. Experience May 2012 - August 2012
Job Registered Client Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2014 - Present
A.J. Amato Wealth Management July 2013 - November 2014
Circles Community Center September 2011 - May 2013
The Ayco Company, L.P. May 2012 - August 2012
Village of Colonie D.P.W. May 2010 - January 2012
Recreational Sports September 2010 - May 2011
Education
Ithaca College 2009 — 2013
B.S. in Business Administration, Finance Concentration and Legal Studies Minor
UBS Financial Services, Inc. December 2014 - Present
A.J. Amato Wealth Management July 2013 - November 2014
Circles Community Center September 2011 - May 2013
The Ayco Company, L.P. May 2012 - August 2012
Village of Colonie D.P.W. May 2010 - January 2012
Recreational Sports September 2010 - May 2011
Education
Ithaca College 2009 — 2013
B.S. in Business Administration, Finance Concentration and Legal Studies Minor
Zach Harrell Zach Harrell's The Ayco Company, L.P. Experience June 2012 - Present
Job Financial Planner at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P. June 2012 - Present
Rich Ziegler's State Farm Agency May 2010 - June 2012
Kennesaw State University March 2009 - December 2010
Georgia soccer January 2009 - December 2010
Skills
Spreadsheets, Referral Generation, Inside Sales, Insurance, Tactical Asset..., Financial Analysis, Financial Planning, Income Tax, Employee Benefits, Strategic Financial..., Finance, Financial Statements, Microsoft Excel, Management, Investments, Sales, Referrals, Customer Service, Public Speaking, Leadership, PowerPoint, Time Management
Education
Kennesaw State University 2014 — 2015
Master of Business Administration (MBA), Finance
Kennesaw State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
The Ayco Company, L.P. June 2012 - Present
Rich Ziegler's State Farm Agency May 2010 - June 2012
Kennesaw State University March 2009 - December 2010
Georgia soccer January 2009 - December 2010
Skills
Spreadsheets, Referral Generation, Inside Sales, Insurance, Tactical Asset..., Financial Analysis, Financial Planning, Income Tax, Employee Benefits, Strategic Financial..., Finance, Financial Statements, Microsoft Excel, Management, Investments, Sales, Referrals, Customer Service, Public Speaking, Leadership, PowerPoint, Time Management
Education
Kennesaw State University 2014 — 2015
Master of Business Administration (MBA), Finance
Kennesaw State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Robert Catapano Robert Catapano's The Ayco Company, L.P. Experience May 2009 - August 2009
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey June 2013 - August 2013
The Ayco Company, L.P. May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Auditing, Research
Education
James Madison University 2013 — 2014
Master’s Degree, Accounting
James Madison University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
McGladrey October 2014 - Present
McGladrey June 2013 - August 2013
The Ayco Company, L.P. May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Auditing, Research
Education
James Madison University 2013 — 2014
Master’s Degree, Accounting
James Madison University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Nicholas Laferriere's The Ayco Company, L.P. Experience January 2013 - August 2013
Job SessionM
Industry Computer Software
Experience
SessionM October 2015 - Present
SessionM July 2015 - September 2015
SessionM October 2014 - June 2015
Verizon Enterprise Solutions June 2014 - October 2014
The Ayco Company, L.P. January 2013 - August 2013
Google August 2012 - May 2013
Wayne J. Griffin Electric, Inc. June 2012 - August 2012
Skills
CSS, Python, Linux, C++, JavaScript, SQL, Django, Windows 7, HTML5, Microsoft Office, Ubuntu, Web Development, Problem Solving, Team Leadership, Puppet, Amazon Web Services...
Education
Rensselaer Polytechnic Institute 2011 — 2014
BS, Information Technology and Web Science
Grafton High School 2007 — 2011
SessionM October 2015 - Present
SessionM July 2015 - September 2015
SessionM October 2014 - June 2015
Verizon Enterprise Solutions June 2014 - October 2014
The Ayco Company, L.P. January 2013 - August 2013
Google August 2012 - May 2013
Wayne J. Griffin Electric, Inc. June 2012 - August 2012
Skills
CSS, Python, Linux, C++, JavaScript, SQL, Django, Windows 7, HTML5, Microsoft Office, Ubuntu, Web Development, Problem Solving, Team Leadership, Puppet, Amazon Web Services...
Education
Rensselaer Polytechnic Institute 2011 — 2014
BS, Information Technology and Web Science
Grafton High School 2007 — 2011
Eric Williams, CFP® Eric Williams, CFP®'s The Ayco Company, L.P. Experience July 2012 - Present
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. December 2007 - August 2012
The Ayco Company, L.P. August 2005 - December 2007
American Express Financial Advisors June 2004 - January 2005
Skills
Personal Financial..., Investment Management, Retirement Planning, Investments, Investment Strategies, Life Insurance, Mutual Funds, Asset Allocation, Estate Planning, Portfolio Management, Certified Financial..., Strategic Financial..., Series 7, Financial Advisory, Financial Planning, Risk Management, Wealth Management
Education
Siena College 2000 — 2005
Bachelor of Science (B.S.), Finance, General
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. December 2007 - August 2012
The Ayco Company, L.P. August 2005 - December 2007
American Express Financial Advisors June 2004 - January 2005
Skills
Personal Financial..., Investment Management, Retirement Planning, Investments, Investment Strategies, Life Insurance, Mutual Funds, Asset Allocation, Estate Planning, Portfolio Management, Certified Financial..., Strategic Financial..., Series 7, Financial Advisory, Financial Planning, Risk Management, Wealth Management
Education
Siena College 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Kristiano Costeniero's The Ayco Company, L.P. Experience April 2003 - Present
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. April 2003 - Present
Skills
Financial Analysis, Strategic Planning, Business Development, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
Pepperdine University 2000 — 2002
BS, International Business/Marketing
The Ayco Company, L.P. April 2003 - Present
Skills
Financial Analysis, Strategic Planning, Business Development, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
Pepperdine University 2000 — 2002
BS, International Business/Marketing
Brian Foley Brian Foley's The Ayco Company, L.P. Experience July 2010 - Present
Job Equity Trader at Goldman Sachs
Industry Financial Services
Experience
The Ayco Company, L.P. July 2010 - Present
Goldman Sachs July 2010 - Present
Etrade Financial May 2008 - July 2009
Mack Trading LLC June 2000 - May 2008
Skills
Equity Trading, Options, Separately Managed..., Trade Operations, Trade Compliance, Equities, FINRA, Investments, Series 63, Series 7
Education
Siena College 2000 — 2004
BA, Creative Arts
Chaminade High School 1996 — 2000
HSD
The Ayco Company, L.P. July 2010 - Present
Goldman Sachs July 2010 - Present
Etrade Financial May 2008 - July 2009
Mack Trading LLC June 2000 - May 2008
Skills
Equity Trading, Options, Separately Managed..., Trade Operations, Trade Compliance, Equities, FINRA, Investments, Series 63, Series 7
Education
Siena College 2000 — 2004
BA, Creative Arts
Chaminade High School 1996 — 2000
HSD
Sylvia Moneti Sylvia Moneti's The Ayco Company, L.P. Experience August 1985 - July 2000
Job Executive Director Brain Balance of Charlotte and Cornelius
Industry Individual & Family Services
Experience
Brain Balance of Cornelius August 2012 - Present
Brain Balance of Charlotte March 2010 - Present
Brain Balance Acheivement Center of Greenville August 2009 - April 2010
Self-employed consultant (finance) October 2000 - February 2009
The Ayco Company, L.P. August 1985 - July 2000
Skills
Public Speaking, Training, Staff Development, Teaching, Coaching, Event Planning, Team Building, Tutoring, PowerPoint, Marketing, Leadership Development, Microsoft Office, Social Networking, Fundraising, Small Business, Community Outreach, Leadership, Social Media, Public Relations
Education
Brain Balance Training Center 2010 — 2010
Certification, Brain Balance protocol
Syracuse University College of Law 1982 — 1985
JD, Tax and International Law
Northeastern University 1979 — 1981
BA, Political Science
Cayuga County Community College 1978 — 1979
Associate, Political Science
Schiller College, Strasbourg 1977 — 1978
Political Science
Brain Balance of Cornelius August 2012 - Present
Brain Balance of Charlotte March 2010 - Present
Brain Balance Acheivement Center of Greenville August 2009 - April 2010
Self-employed consultant (finance) October 2000 - February 2009
The Ayco Company, L.P. August 1985 - July 2000
Skills
Public Speaking, Training, Staff Development, Teaching, Coaching, Event Planning, Team Building, Tutoring, PowerPoint, Marketing, Leadership Development, Microsoft Office, Social Networking, Fundraising, Small Business, Community Outreach, Leadership, Social Media, Public Relations
Education
Brain Balance Training Center 2010 — 2010
Certification, Brain Balance protocol
Syracuse University College of Law 1982 — 1985
JD, Tax and International Law
Northeastern University 1979 — 1981
BA, Political Science
Cayuga County Community College 1978 — 1979
Associate, Political Science
Schiller College, Strasbourg 1977 — 1978
Political Science
Scott Gaston Scott Gaston's The Ayco Company, L.P. Experience March 2006 - May 2010
Job at CocaCola Refreshments
Industry Consumer Goods
Experience
Coca-Cola Refreshments July 2013 - Present
Coca-Cola Refreshments May 2011 - July 2013
Cedar Street Advisors May 2010 - May 2011
The Ayco Company, L.P. March 2006 - May 2010
Ameriprise Financial Advisors June 2004 - March 2006
Skills
Wealth Management, Financial Analysis, Budgets, Asset Management, Wealth, Financial Reporting, Executive Management, Financial Advisory, Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
Masters, Finance
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance
Coca-Cola Refreshments July 2013 - Present
Coca-Cola Refreshments May 2011 - July 2013
Cedar Street Advisors May 2010 - May 2011
The Ayco Company, L.P. March 2006 - May 2010
Ameriprise Financial Advisors June 2004 - March 2006
Skills
Wealth Management, Financial Analysis, Budgets, Asset Management, Wealth, Financial Reporting, Executive Management, Financial Advisory, Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
Masters, Finance
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance
Mandi Moning Mandi Moning's The Ayco Company, L.P. Experience February 2010 - July 2010
Job Reference/Assistant Children's Librarian at Public Library of Cincinnati and Hamilton County
Industry Libraries
Experience
Public Library of Cincinnati and Hamilton County May 2013 - Present
Indiana University East August 2010 - May 2013
Bethlehem Public Library April 2010 - July 2010
The Ayco Company, L.P. February 2010 - July 2010
New York State Archives August 2009 - January 2010
New York State Archives January 2009 - August 2009
University at Albany August 2007 - June 2009
Schenectady County Historical Society May 2008 - December 2008
New York State Museum September 2007 - January 2008
Miami University May 2006 - May 2007
Skills
History, Editing, Archives, Library, Metadata, Research, Higher Education, Libraries, Library Instruction, Library Science
Education
University at Albany, SUNY 2007 — 2009
Master of Science in Information Science, Archives and Records Management
University at Albany, SUNY 2007 — 2009
Master of Arts, History
Miami University 2003 — 2007
Bachelor of Arts, History
Public Library of Cincinnati and Hamilton County May 2013 - Present
Indiana University East August 2010 - May 2013
Bethlehem Public Library April 2010 - July 2010
The Ayco Company, L.P. February 2010 - July 2010
New York State Archives August 2009 - January 2010
New York State Archives January 2009 - August 2009
University at Albany August 2007 - June 2009
Schenectady County Historical Society May 2008 - December 2008
New York State Museum September 2007 - January 2008
Miami University May 2006 - May 2007
Skills
History, Editing, Archives, Library, Metadata, Research, Higher Education, Libraries, Library Instruction, Library Science
Education
University at Albany, SUNY 2007 — 2009
Master of Science in Information Science, Archives and Records Management
University at Albany, SUNY 2007 — 2009
Master of Arts, History
Miami University 2003 — 2007
Bachelor of Arts, History
Debra Jensen Debra Jensen's The Ayco Company, L.P. Experience October 2005 - June 2006
Job Administrative Assistant at The Energy Coalition
Industry Writing and Editing
Experience
The Energy Coalition April 2013 - Present
Cadden & Fuller, LLP October 2011 - February 2013
Frog Staffing, LLC July 2006 - August 2011
The Ayco Company, L.P. October 2005 - June 2006
The Saywitz Company July 2003 - October 2005
Al Frank Asset Management December 2000 - June 2002
Primary Color November 1989 - December 2000
Skills
Microsoft Office, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Administration, Administrative..., Bookkeeping, Customer Service, Financial Accounting, General Ledger, Human Resources, Journal Entries, Invoicing, Microsoft Excel, Microsoft Word, Office Management, Office Administration, Outlook, Payroll, Payroll Taxes, QuickBooks, Sales Tax, Spreadsheets, Teamwork, Technical Writing, Troubleshooting, Account Management, Access
Education
Orange Coast College
AA
Saddleback College
The Energy Coalition April 2013 - Present
Cadden & Fuller, LLP October 2011 - February 2013
Frog Staffing, LLC July 2006 - August 2011
The Ayco Company, L.P. October 2005 - June 2006
The Saywitz Company July 2003 - October 2005
Al Frank Asset Management December 2000 - June 2002
Primary Color November 1989 - December 2000
Skills
Microsoft Office, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Administration, Administrative..., Bookkeeping, Customer Service, Financial Accounting, General Ledger, Human Resources, Journal Entries, Invoicing, Microsoft Excel, Microsoft Word, Office Management, Office Administration, Outlook, Payroll, Payroll Taxes, QuickBooks, Sales Tax, Spreadsheets, Teamwork, Technical Writing, Troubleshooting, Account Management, Access
Education
Orange Coast College
AA
Saddleback College
Lori Abele Lori Abele's The Ayco Company, L.P. Experience July 2006 - May 2009
Job at GLOBALFOUNDRIES
Industry Semiconductors
Experience
GLOBALFOUNDRIES May 2011 - Present
Abele Office Services 2003 - 2013
LPL Financial / Moroukian Wealth Management October 2009 - April 2011
The Ayco Company, L.P. July 2006 - May 2009
IA Systems 2005 - 2006
Paul Davis Restoration 2002 - 2003
North Colonie Central Schools October 1999 - September 2002
Burnt Hills-Ballston Lake Central Schools July 1987 - October 1999
Abele Builders, Inc. 1987 - 1998
Albany Savings Bank 1979 - 1984
Skills
Process Improvement, Accounting, Management, Six Sigma, Cross-functional Team..., Financial Reporting, Software Documentation, Strategic Planning, Business Strategy, Finance, Payroll, Project Management, Microsoft Excel, Semiconductors
Education
Schenectady County Community College 2006 — 2015
Associate’s Degree
GLOBALFOUNDRIES May 2011 - Present
Abele Office Services 2003 - 2013
LPL Financial / Moroukian Wealth Management October 2009 - April 2011
The Ayco Company, L.P. July 2006 - May 2009
IA Systems 2005 - 2006
Paul Davis Restoration 2002 - 2003
North Colonie Central Schools October 1999 - September 2002
Burnt Hills-Ballston Lake Central Schools July 1987 - October 1999
Abele Builders, Inc. 1987 - 1998
Albany Savings Bank 1979 - 1984
Skills
Process Improvement, Accounting, Management, Six Sigma, Cross-functional Team..., Financial Reporting, Software Documentation, Strategic Planning, Business Strategy, Finance, Payroll, Project Management, Microsoft Excel, Semiconductors
Education
Schenectady County Community College 2006 — 2015
Associate’s Degree
Beth Zilka Beth Zilka's The Ayco Company, L.P. Experience July 2003 - March 2010
Job Principal at Baron Wealth Management, LLC
Industry Financial Services
Experience
Baron Wealth Management, LLC March 2010 - Present
The Ayco Company, L.P. July 2003 - March 2010
Nantucket Capital Management, LLC August 2000 - June 2003
Skills
Wealth Management, Retirement, Finance, Management, Tax, Financial Advisory, Project Planning, Series 7, Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Estate Planning, Asset Allocation, Financial Analysis
Education
Hillsdale College
BA, Business Administration; Finance
Walsh College of Accountancy and Business Administration
MBA, Accounting
Baron Wealth Management, LLC March 2010 - Present
The Ayco Company, L.P. July 2003 - March 2010
Nantucket Capital Management, LLC August 2000 - June 2003
Skills
Wealth Management, Retirement, Finance, Management, Tax, Financial Advisory, Project Planning, Series 7, Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Estate Planning, Asset Allocation, Financial Analysis
Education
Hillsdale College
BA, Business Administration; Finance
Walsh College of Accountancy and Business Administration
MBA, Accounting
John Van Schaick's The Ayco Company, L.P. Experience August 2005 - May 2008
Job Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Spruce Investment Advisors January 2010 - June 2015
The Ayco Company, L.P. August 2005 - May 2008
Skills
Equities, Portfolio Management, Asset Managment, Investments, Bloomberg, Hedge Funds, Financial Analysis, Risk Management, Private Equity, Alternative Investments, Trading, Accounting, Series 7, Valuation, Microsoft Excel, Strategic Financial..., Asset Allocation, Fixed Income, Due Diligence, Derivatives, Securities
Education
The College of Saint Rose 2008 — 2009
MBA, Finance
Rensselaer Polytechnic Institute 2001 — 2005
B.S., Economics
Guggenheim Partners June 2015 - Present
Spruce Investment Advisors January 2010 - June 2015
The Ayco Company, L.P. August 2005 - May 2008
Skills
Equities, Portfolio Management, Asset Managment, Investments, Bloomberg, Hedge Funds, Financial Analysis, Risk Management, Private Equity, Alternative Investments, Trading, Accounting, Series 7, Valuation, Microsoft Excel, Strategic Financial..., Asset Allocation, Fixed Income, Due Diligence, Derivatives, Securities
Education
The College of Saint Rose 2008 — 2009
MBA, Finance
Rensselaer Polytechnic Institute 2001 — 2005
B.S., Economics
Benjamin Schimelman's The Ayco Company, L.P. Experience September 2005 - April 2007
Job AD eBusiness Marketing at The Hartford
Industry Insurance
Experience
The Hartford February 2012 - Present
The Hartford Financial Services Group November 2009 - February 2012
The Hartford Insurance Group August 2009 - November 2009
The Hartford July 2008 - July 2009
The Hartford July 2007 - July 2008
The Ayco Company, L.P. September 2005 - April 2007
NYSERDA May 2005 - August 2005
Skills
SharePoint, Governance, Vendor Relations, BPO, Six Sigma, Social Media, Knowledge Management, Process Improvement, Business Analysis, Vendor Management, Change Management, Compliance, Financial Analysis, Excel, Access, PowerPoint, Visio, Microsoft Office, Negotiation, Word, Problem Solving, Risk Management, Outsourcing, Mentoring, Strategic Planning, Insurance, Analysis, Team Leadership, Digital Marketing, Strategic Thinking, A/B Testing, Multivariate Testing, Web Analytics, Business Process Design, Analytics, Business Process..., Requirements Gathering, Project Planning
Education
The University of Connecticut School of Law 2013 — 2017
Juris Doctor (J.D.)
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2003 — 2007
BS, Management (Finance)
The Hartford February 2012 - Present
The Hartford Financial Services Group November 2009 - February 2012
The Hartford Insurance Group August 2009 - November 2009
The Hartford July 2008 - July 2009
The Hartford July 2007 - July 2008
The Ayco Company, L.P. September 2005 - April 2007
NYSERDA May 2005 - August 2005
Skills
SharePoint, Governance, Vendor Relations, BPO, Six Sigma, Social Media, Knowledge Management, Process Improvement, Business Analysis, Vendor Management, Change Management, Compliance, Financial Analysis, Excel, Access, PowerPoint, Visio, Microsoft Office, Negotiation, Word, Problem Solving, Risk Management, Outsourcing, Mentoring, Strategic Planning, Insurance, Analysis, Team Leadership, Digital Marketing, Strategic Thinking, A/B Testing, Multivariate Testing, Web Analytics, Business Process Design, Analytics, Business Process..., Requirements Gathering, Project Planning
Education
The University of Connecticut School of Law 2013 — 2017
Juris Doctor (J.D.)
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2003 — 2007
BS, Management (Finance)
Gill Trainor's The Ayco Company, L.P. Experience June 2013 - March 2014
Job United States Navy
Industry Military
Experience
US Navy March 2013 - Present
The Ayco Company, L.P. June 2013 - March 2014
Navy Health Services Collegiate Program March 2013 - March 2014
Ellis Hospital October 2012 - May 2013
Hospital Point- Naval Academy July 2012 - August 2012
Grove City College February 2011 - November 2011
Skills
Healthcare Management, Human Resources, Navy, Public Speaking, Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Research, Microsoft Word, Event Planning, Nonprofits, Fundraising, Healthcare, Data Analysis, Leadership Development, Training, Time Management, Teamwork, Community Outreach
Education
Union Graduate College 2012 — 2014
MBA, Health Care Administration
Grove City College 2008 — 2012
Bachelor of Science, International Business- Accounting Focus
US Navy March 2013 - Present
The Ayco Company, L.P. June 2013 - March 2014
Navy Health Services Collegiate Program March 2013 - March 2014
Ellis Hospital October 2012 - May 2013
Hospital Point- Naval Academy July 2012 - August 2012
Grove City College February 2011 - November 2011
Skills
Healthcare Management, Human Resources, Navy, Public Speaking, Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Research, Microsoft Word, Event Planning, Nonprofits, Fundraising, Healthcare, Data Analysis, Leadership Development, Training, Time Management, Teamwork, Community Outreach
Education
Union Graduate College 2012 — 2014
MBA, Health Care Administration
Grove City College 2008 — 2012
Bachelor of Science, International Business- Accounting Focus
Dan Rotondo's The Ayco Company, L.P. Experience November 2011 - April 2012
Job Software Engineer at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems March 2013 - Present
Recon Rally January 2012 - March 2013
Cisco Systems June 2012 - August 2012
Rensselaer Polytechnic Institute August 2011 - May 2012
The Ayco Company, L.P. November 2011 - April 2012
Gavant Software June 2011 - August 2011
Siena College Athletic Department January 2010 - May 2011
Rite Aid November 2004 - January 2011
JD Computer Systems November 2010 - December 2010
Siena College May 2010 - August 2010
Skills
jQuery, JavaScript, CSS, PHP, SQL, Java, Software Documentation, YUI, XHTML, HTML, MySQL, J2EE, Fireworks, ASP.NET, Wordpress, Project Management, User Experience, WordPress, HTML 5, Web Development, Web Applications, Web Services, JSON
Education
Rensselaer Polytechnic Institute 2011 — 2012
Masters, Information Technology, 3.57
Siena College 2007 — 2011
Bachelor of Science, Computer Science, 3.35
Cisco Systems March 2013 - Present
Recon Rally January 2012 - March 2013
Cisco Systems June 2012 - August 2012
Rensselaer Polytechnic Institute August 2011 - May 2012
The Ayco Company, L.P. November 2011 - April 2012
Gavant Software June 2011 - August 2011
Siena College Athletic Department January 2010 - May 2011
Rite Aid November 2004 - January 2011
JD Computer Systems November 2010 - December 2010
Siena College May 2010 - August 2010
Skills
jQuery, JavaScript, CSS, PHP, SQL, Java, Software Documentation, YUI, XHTML, HTML, MySQL, J2EE, Fireworks, ASP.NET, Wordpress, Project Management, User Experience, WordPress, HTML 5, Web Development, Web Applications, Web Services, JSON
Education
Rensselaer Polytechnic Institute 2011 — 2012
Masters, Information Technology, 3.57
Siena College 2007 — 2011
Bachelor of Science, Computer Science, 3.35
Frank T. Waterson III, CFP® Frank T. Waterson III, CFP®'s The Ayco Company, L.P. Experience June 1999 - June 2004
Job Principal at Homrich Berg
Industry Financial Services
Experience
Homrich Berg June 2004 - Present
The Ayco Company, L.P. June 1999 - June 2004
Morgan Stanley June 1998 - March 1999
Skills
Financial Planning, Wealth Management, Cash Flow Management, Estate Tax Planning, Asset Management, Retirement Planning, Private Wealth..., Financial Advisory, Insurance Planning, Investments, Wealth Transfer Planning, Employee Benefits, Options, Income Tax, Charitable Giving
Education
Siena College 1994 — 1998
Bachelor's degree
Siena College 1994 — 1998
Bachelor's degree
Homrich Berg June 2004 - Present
The Ayco Company, L.P. June 1999 - June 2004
Morgan Stanley June 1998 - March 1999
Skills
Financial Planning, Wealth Management, Cash Flow Management, Estate Tax Planning, Asset Management, Retirement Planning, Private Wealth..., Financial Advisory, Insurance Planning, Investments, Wealth Transfer Planning, Employee Benefits, Options, Income Tax, Charitable Giving
Education
Siena College 1994 — 1998
Bachelor's degree
Siena College 1994 — 1998
Bachelor's degree
Bridget Fitzgerald's The Ayco Company, L.P. Experience January 2011 - October 2014
Job Administrative Assistant, Corporate Development Group at The Ayco Company, L.P., a Goldman Sachs Company
Industry Marketing and Advertising
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
The Ayco Company, L.P. January 2011 - October 2014
The Ayco Company, L.P. May 2010 - December 2010
The Ayco Company, L.P. May 2009 - May 2010
Loisaba Community Conservation Foundation January 2009 - April 2009
Skills
Access, Lotus Notes, SPSS, Google Docs, Marketing, Microsoft Excel, Microsoft Word, Nonprofits, Marketing Strategy, Recruiting, PowerPoint, Sales, Training, Analysis
Education
Siena College 2006 — 2010
Marketing and Management
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
The Ayco Company, L.P. January 2011 - October 2014
The Ayco Company, L.P. May 2010 - December 2010
The Ayco Company, L.P. May 2009 - May 2010
Loisaba Community Conservation Foundation January 2009 - April 2009
Skills
Access, Lotus Notes, SPSS, Google Docs, Marketing, Microsoft Excel, Microsoft Word, Nonprofits, Marketing Strategy, Recruiting, PowerPoint, Sales, Training, Analysis
Education
Siena College 2006 — 2010
Marketing and Management
Greg Tutino, CFP® Greg Tutino, CFP®'s The Ayco Company, L.P. Experience October 1988 - December 1991
Job Managing Director at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. May 2004 - Present
Bunting Management Group December 1991 - April 2004
The Ayco Company, L.P. October 1988 - December 1991
Skills
Investment Management, Wealth Management, Retirement Planning, Estate Planning, Investments, Investment Advisory, Retirement, Strategic Financial..., Alternative Investments, Portfolio Management, Equities, Asset Managment, Finance, Nonprofits
Education
Rochester Institute of Technology 1981 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Ithaca College 1980 — 1981
Business/Marketing
Paul Smith's College 1979 — 1980
Hotel Management/Business Admin
Ronald Blue & Co. May 2004 - Present
Bunting Management Group December 1991 - April 2004
The Ayco Company, L.P. October 1988 - December 1991
Skills
Investment Management, Wealth Management, Retirement Planning, Estate Planning, Investments, Investment Advisory, Retirement, Strategic Financial..., Alternative Investments, Portfolio Management, Equities, Asset Managment, Finance, Nonprofits
Education
Rochester Institute of Technology 1981 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Ithaca College 1980 — 1981
Business/Marketing
Paul Smith's College 1979 — 1980
Hotel Management/Business Admin
Steve Rudolph MBA, CPA, AIF® Steve Rudolph MBA, CPA, AIF®'s The Ayco Company, L.P. Experience 1994 - 1996
Job President at HW Financial Advisors
Industry Financial Services
Experience
HW Financial Advisors August 1999 - Present
IMG 1996 - 1999
The Ayco Company, L.P. 1994 - 1996
Arthur Andersen 1989 - 1994
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1999
MBA, Finance
Miami University 1984 — 1988
BS, Accounting
Orange High School 1980 — 1984
HW Financial Advisors August 1999 - Present
IMG 1996 - 1999
The Ayco Company, L.P. 1994 - 1996
Arthur Andersen 1989 - 1994
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1999
MBA, Finance
Miami University 1984 — 1988
BS, Accounting
Orange High School 1980 — 1984
Elizabeth Adeola Aboaba's The Ayco Company, L.P. Experience January 2013 - April 2014
Job Graduate Assistant at Long Island University
Industry Accounting
Experience
Marble Collegiate Church April 2015 - Present
Long Island University January 2015 - Present
H&M October 2014 - December 2014
University at Albany June 2013 - December 2014
EY May 2014 - August 2014
The Ayco Company, L.P. January 2013 - April 2014
EXPRESS September 2012 - January 2013
New York City Council July 2009 - August 2011
H&R Block December 2010 - April 2011
Summer Youth Employment Program (SYEP) July 2007 - August 2008
Skills
Time Management, Management, Accounting, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Customer Service, Data Entry, Leadership Development, Tax, Outlook, Sales, Social Networking, Editing, Organization, Payroll, Leadership, Event Management, Team Leadership, Team Building, English
Education
Long Island University 2015 — 2016
Master's Degree, Masters of Science In Accounting
State University of New York at Albany 2011 — 2014
Bachelor's Degree, Bachelors of Science
College Of Staten Island 2010 — 2011
Bachelor of Science Degree, Accounting
Marble Collegiate Church April 2015 - Present
Long Island University January 2015 - Present
H&M October 2014 - December 2014
University at Albany June 2013 - December 2014
EY May 2014 - August 2014
The Ayco Company, L.P. January 2013 - April 2014
EXPRESS September 2012 - January 2013
New York City Council July 2009 - August 2011
H&R Block December 2010 - April 2011
Summer Youth Employment Program (SYEP) July 2007 - August 2008
Skills
Time Management, Management, Accounting, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Customer Service, Data Entry, Leadership Development, Tax, Outlook, Sales, Social Networking, Editing, Organization, Payroll, Leadership, Event Management, Team Leadership, Team Building, English
Education
Long Island University 2015 — 2016
Master's Degree, Masters of Science In Accounting
State University of New York at Albany 2011 — 2014
Bachelor's Degree, Bachelors of Science
College Of Staten Island 2010 — 2011
Bachelor of Science Degree, Accounting
Lynette McNary's The Ayco Company, L.P. Experience August 2001 - December 2006
Job Membership & Registration Specialist at SCAWWA / WEASC
Industry Nonprofit Organization Management
Experience
SCAWWA / WEASC May 2010 - Present
LeverPoint Management, LLC May 2008 - May 2009
Lil Lambs Christian Daycare January 2007 - December 2007
The Ayco Company, L.P. August 2001 - December 2006
Deposit Control Systems June 1999 - August 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Microsoft Office, Budgets, Accounting, Nonprofits, Volunteer Management, Strategic Planning, Fundraising, Community Outreach, Public Speaking, Marketing, Social Media, Sustainability, Environmental Awareness, Team Building
Education
Hudson Valley Community College 1993 — 1995
Associate of Arts and Sciences (A.A.S.), Executive Assistant/Executive Secretary
SCAWWA / WEASC May 2010 - Present
LeverPoint Management, LLC May 2008 - May 2009
Lil Lambs Christian Daycare January 2007 - December 2007
The Ayco Company, L.P. August 2001 - December 2006
Deposit Control Systems June 1999 - August 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Microsoft Office, Budgets, Accounting, Nonprofits, Volunteer Management, Strategic Planning, Fundraising, Community Outreach, Public Speaking, Marketing, Social Media, Sustainability, Environmental Awareness, Team Building
Education
Hudson Valley Community College 1993 — 1995
Associate of Arts and Sciences (A.A.S.), Executive Assistant/Executive Secretary
Robby Miller Robby Miller's The Ayco Company, L.P. Experience January 2000 - December 2006
Job Sr Software Quality Assurance Specialist at University of Utah School of Medicine
Industry Internet
Experience
University of Utah School of Medicine March 2015 - Present
Vix Technology January 2014 - March 2015
Gold Systems September 2011 - November 2013
Backcountry.com May 2007 - August 2011
The Ayco Company, L.P. January 2000 - December 2006
Skills
Product Management, Agile Methodologies, Requirements Gathering, Usability, E-commerce, Business Process Mapping, Leadership, Web Analytics, User Experience, Microsoft Excel, Testing, Cross-functional Team..., Digital Marketing, Agile Project Management, Retail, SQL, Quality Assurance, Management, Scrum, Software Development, Project Management, Web Development, Analysis, Marketing, Business Analysis, Team Leadership
Education
Siena College 1995 — 1999
Bachelor's of Science, Marketing/Managment
University of Utah School of Medicine March 2015 - Present
Vix Technology January 2014 - March 2015
Gold Systems September 2011 - November 2013
Backcountry.com May 2007 - August 2011
The Ayco Company, L.P. January 2000 - December 2006
Skills
Product Management, Agile Methodologies, Requirements Gathering, Usability, E-commerce, Business Process Mapping, Leadership, Web Analytics, User Experience, Microsoft Excel, Testing, Cross-functional Team..., Digital Marketing, Agile Project Management, Retail, SQL, Quality Assurance, Management, Scrum, Software Development, Project Management, Web Development, Analysis, Marketing, Business Analysis, Team Leadership
Education
Siena College 1995 — 1999
Bachelor's of Science, Marketing/Managment
Anthony Mariano's The Ayco Company, L.P. Experience May 2012 - Present
Job Specialist at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. May 2012 - Present
CommerceHub September 2012 - May 2013
Rite Aid June 2006 - May 2012
Siena College September 2007 - May 2008
Skills
Finance, Information Technology, SQL, Microsoft Office, Visual Basic, Multitasking Skills, Collaboration, Qualitative Research, Leadership
Education
SUNY Albany 2011 — 2013
Master of Business Administration (M.B.A.), Information Technology
Siena College 2007 — 2011
Bachelor of Science (B.S.), Finance, General
The Ayco Company, L.P. May 2012 - Present
CommerceHub September 2012 - May 2013
Rite Aid June 2006 - May 2012
Siena College September 2007 - May 2008
Skills
Finance, Information Technology, SQL, Microsoft Office, Visual Basic, Multitasking Skills, Collaboration, Qualitative Research, Leadership
Education
SUNY Albany 2011 — 2013
Master of Business Administration (M.B.A.), Information Technology
Siena College 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Chelsea DiNallo Chelsea DiNallo's The Ayco Company, L.P. Experience December 2005 - August 2011
Job Owner, Bean Sprouts Daycare, Inc/Director of Social Media & Events, Mohawk Honda.
Industry Automotive
Experience
Mohawk Honda Marketing DirectorNorthwestern MutualNovember 2013 - September 2014
Northwestern Mutual August 2011 - September 2014
The Ayco Company, L.P. December 2005 - August 2011
Skills
Financial Analysis, Microsoft Office, Customer Service, Financial Reporting, Outlook, Sales, Life & Health Insurance..., Microsoft Word, Long Term Care Insurance, Marketing, PowerPoint, Wealth Accumulation, Series 6, Insurance, Retirement Planning
Education
St. Bonaventure University 2000 — 2004
Bachelor of Science, Business Management
Mohawk Honda Marketing DirectorNorthwestern MutualNovember 2013 - September 2014
Northwestern Mutual August 2011 - September 2014
The Ayco Company, L.P. December 2005 - August 2011
Skills
Financial Analysis, Microsoft Office, Customer Service, Financial Reporting, Outlook, Sales, Life & Health Insurance..., Microsoft Word, Long Term Care Insurance, Marketing, PowerPoint, Wealth Accumulation, Series 6, Insurance, Retirement Planning
Education
St. Bonaventure University 2000 — 2004
Bachelor of Science, Business Management
Sophia Van Valen Sophia Van Valen's The Ayco Company, L.P. Experience May 2010 - April 2011
Job Copyright Associate at Bogatin, Corman & Gold
Industry Law Practice
Experience
Bogatin, Corman & Gold January 2015 - Present
Sensible Reason September 2014 - Present
California Lawyers for the Arts November 2014 - April 2015
Berman Entertainment and Technology Law December 2013 - April 2014
Tenderloin Housing Clinic June 2012 - August 2012
The Ayco Company, L.P. May 2010 - April 2011
Skills
Outlook, Legal Writing, Microsoft Excel, Westlaw, Legal Research, Human Resources, Research, Intellectual Property, Legal Assistance, Fundraising, Copyright Law, Trademarks, Social Networking, Social Media
Education
Golden Gate University, School of Law 2011 — 2014
Doctor of Jurisprudence, Specialization in Intellectual Property Law, GPA 3.0
Le Moyne College 2006 — 2010
B.A., Criminology & Criminal Justice Studies
Duanesburg High School
Bogatin, Corman & Gold January 2015 - Present
Sensible Reason September 2014 - Present
California Lawyers for the Arts November 2014 - April 2015
Berman Entertainment and Technology Law December 2013 - April 2014
Tenderloin Housing Clinic June 2012 - August 2012
The Ayco Company, L.P. May 2010 - April 2011
Skills
Outlook, Legal Writing, Microsoft Excel, Westlaw, Legal Research, Human Resources, Research, Intellectual Property, Legal Assistance, Fundraising, Copyright Law, Trademarks, Social Networking, Social Media
Education
Golden Gate University, School of Law 2011 — 2014
Doctor of Jurisprudence, Specialization in Intellectual Property Law, GPA 3.0
Le Moyne College 2006 — 2010
B.A., Criminology & Criminal Justice Studies
Duanesburg High School
Tanya Rings Tanya Rings's The Ayco Company, L.P. Experience 2007 - 2010
Job Managing Partner, Business Development at SSL Energy Solutions, LLC
Industry Electrical/Electronic Manufacturing
Experience
SSL Energy Solutions, LLC August 2015 - Present
SSL Energy Solutions, LLC February 2011 - September 2015
ALLED Lighting Systems January 2010 - February 2011
The Ayco Company, L.P. 2007 - 2010
Skills
Finance, Operations Management, Energy, Product Development, New Business Development, Business Development, Sales Management, Business Strategy, Financial Analysis, Entrepreneurship, Account Management, Marketing Strategy
Education
Kent State University
BBA, Finance
Kent State University - Graduate School of Management
MBA, International Business
SSL Energy Solutions, LLC August 2015 - Present
SSL Energy Solutions, LLC February 2011 - September 2015
ALLED Lighting Systems January 2010 - February 2011
The Ayco Company, L.P. 2007 - 2010
Skills
Finance, Operations Management, Energy, Product Development, New Business Development, Business Development, Sales Management, Business Strategy, Financial Analysis, Entrepreneurship, Account Management, Marketing Strategy
Education
Kent State University
BBA, Finance
Kent State University - Graduate School of Management
MBA, International Business
Kathleen Ambrose, EA, CFP® Kathleen Ambrose, EA, CFP®'s The Ayco Company, L.P. Experience 2000 - Present
Job Director Outsourcing and Tax Operations at AYCO, a Goldman Sachs Company
Industry Financial Services
Experience
AYCO, a Goldman Sachs Company October 2013 - Present
CCH Learning Solutions Advisory Board April 2013 - Present
The Ayco Company, L.P. 2000 - Present
Skills
Training, Public Speaking, Research, Team Leadership, Time Management, Accounting, Tax Preparation, Finance, Strategic Financial..., Tax, Budgets, Analysis, Income Tax, Financial Analysis, Consulting
Education
Saint Francis University 1990 — 1992
MA
Penn State University 1985 — 1989
BS
Claysburg Kimmel HS
AYCO, a Goldman Sachs Company October 2013 - Present
CCH Learning Solutions Advisory Board April 2013 - Present
The Ayco Company, L.P. 2000 - Present
Skills
Training, Public Speaking, Research, Team Leadership, Time Management, Accounting, Tax Preparation, Finance, Strategic Financial..., Tax, Budgets, Analysis, Income Tax, Financial Analysis, Consulting
Education
Saint Francis University 1990 — 1992
MA
Penn State University 1985 — 1989
BS
Claysburg Kimmel HS
Jaclyn Cahill, Esq. Jaclyn Cahill, Esq.'s The Ayco Company, L.P. Experience June 2007 - August 2007
Job FIU/AML Analyst at Santander Bank, N.A.
Industry Legal Services
Experience
Santander Bank, N.A. June 2015 - Present
Massachusetts General Hospital August 2013 - June 2015
Lubin & Meyer, PC 2010 - 2012
The Ayco Company, L.P. June 2007 - August 2007
Skills
Legal Research, Legal Writing, Westlaw, Microsoft Office, Lexis, Litigation, Courts, Trials, Medical Malpractice, Civil Litigation, Appeals, Legal Issues, Personal Injury, LexisNexis, Research, Corporate Law
Education
Suffolk University Law School 2009 — 2012
Doctor of Law (J.D.)
Le Moyne College 2008 — 2009
Master of Business Administration (M.B.A.)
Santander Bank, N.A. June 2015 - Present
Massachusetts General Hospital August 2013 - June 2015
Lubin & Meyer, PC 2010 - 2012
The Ayco Company, L.P. June 2007 - August 2007
Skills
Legal Research, Legal Writing, Westlaw, Microsoft Office, Lexis, Litigation, Courts, Trials, Medical Malpractice, Civil Litigation, Appeals, Legal Issues, Personal Injury, LexisNexis, Research, Corporate Law
Education
Suffolk University Law School 2009 — 2012
Doctor of Law (J.D.)
Le Moyne College 2008 — 2009
Master of Business Administration (M.B.A.)
Scott Wildove Scott Wildove's The Ayco Company, L.P. Experience December 2009 - Present
Job Tax Associate The Ayco Company
Industry Financial Services
Experience
The Ayco Company, L.P. December 2009 - Present
Arthur Place & Company August 2006 - December 2009
Education
Marist College 2002 — 2006
BS, Accounting
The Ayco Company, L.P. December 2009 - Present
Arthur Place & Company August 2006 - December 2009
Education
Marist College 2002 — 2006
BS, Accounting
Darren Norton Darren Norton's The Ayco Company, L.P. Experience 1996 - 1997
Job Principal at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC 2002 - Present
Winokur, Serkey & Rosenberg, PC 1999 - 2000
The Ayco Company, L.P. 1996 - 1997
Skills
Tax, Wealth Management, Investments, Financial Planning, Estate Planning, Financial Analysis, Asset Management, Accounting, Portfolio Management
Education
New England School of Law 1993 — 1996
J.D., Law
University of Arizona 1989 — 1993
B.S., Business Administration
GW & Wade, LLC 2002 - Present
Winokur, Serkey & Rosenberg, PC 1999 - 2000
The Ayco Company, L.P. 1996 - 1997
Skills
Tax, Wealth Management, Investments, Financial Planning, Estate Planning, Financial Analysis, Asset Management, Accounting, Portfolio Management
Education
New England School of Law 1993 — 1996
J.D., Law
University of Arizona 1989 — 1993
B.S., Business Administration
Joshua Eldredge Joshua Eldredge's The Ayco Company, L.P. Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
The Ayco Company, L.P. 2011 - Present
New York Air National Guard December 2006 - Present
Skills
Retirement Planning, Valuation, Estate Planning, Finance, Asset Allocation, Investments, Series 7
Education
Siena College 2011 — 2013
Bachelor's of Science, Finance
Schenectady County Community College 2008 — 2010
Associate of Science (A.S.), Business Administration
The Ayco Company, L.P. 2011 - Present
New York Air National Guard December 2006 - Present
Skills
Retirement Planning, Valuation, Estate Planning, Finance, Asset Allocation, Investments, Series 7
Education
Siena College 2011 — 2013
Bachelor's of Science, Finance
Schenectady County Community College 2008 — 2010
Associate of Science (A.S.), Business Administration
Christina Rizio Christina Rizio's The Ayco Company, L.P. Experience 2009 - 2011
Job School Counselor at Schalmont Central School
Industry Education Management
Experience
Schalmont Central School August 2013 - Present
Rensselaer Polytechnic Institute January 2013 - May 2014
Best Fitness Fitness Club 2012 - 2014
Best Fitness Fitness Club 2012 - 2014
Schoharie High School December 2011 - January 2013
Stephen and Harriet Myers Middle School August 2011 - December 2011
Georgetown University June 2011 - August 2011
Emmaus Church October 2010 - July 2011
Mechanicville High School January 2011 - May 2011
The Ayco Company, L.P. 2009 - 2011
Skills
Team Motivator, Leadership, Cross-functional Team..., Team Building, Strategic Planning, Psychotherapy, Microsoft Office, Social Media, Customer Service, Creative Visualization, Positive Energy, Counselor Education, Teaching, Student Counseling, Career Counseling, Resume Writing, Admissions
Education
The College of Saint Rose 2009 — 2012
of Advanced Study, School Counseling
The College of Saint Rose 2009 — 2011
Masters of Science in Education, School Counseling
Le Moyne College 2004 — 2008
Bachelors, Psychology
Rome Free Academy
Schalmont Central School August 2013 - Present
Rensselaer Polytechnic Institute January 2013 - May 2014
Best Fitness Fitness Club 2012 - 2014
Best Fitness Fitness Club 2012 - 2014
Schoharie High School December 2011 - January 2013
Stephen and Harriet Myers Middle School August 2011 - December 2011
Georgetown University June 2011 - August 2011
Emmaus Church October 2010 - July 2011
Mechanicville High School January 2011 - May 2011
The Ayco Company, L.P. 2009 - 2011
Skills
Team Motivator, Leadership, Cross-functional Team..., Team Building, Strategic Planning, Psychotherapy, Microsoft Office, Social Media, Customer Service, Creative Visualization, Positive Energy, Counselor Education, Teaching, Student Counseling, Career Counseling, Resume Writing, Admissions
Education
The College of Saint Rose 2009 — 2012
of Advanced Study, School Counseling
The College of Saint Rose 2009 — 2011
Masters of Science in Education, School Counseling
Le Moyne College 2004 — 2008
Bachelors, Psychology
Rome Free Academy
Jim Holtzman Jim Holtzman's The Ayco Company, L.P. Experience 1998 - 2002
Job Wealth Advisor and Shareholder at Legend Financial Advisors, Inc.
Industry Financial Services
Experience
Legend Financial Advisors, Inc. May 2001 - Present
The Ayco Company, L.P. 1998 - 2002
Goldman Sachs 1999 - 2001
Epstein Tabor & Schorr 1998 - 2000
Federated Investors 1996 - 1996
Education
La Roche College 1992 — 1996
Accounting and Management
Bishop McCort
Leadership Development Initiative
Leadership Pittsburgh
Registered Section 529 Plan Consultant through the www.savingforcollege.com Website
Legend Financial Advisors, Inc. May 2001 - Present
The Ayco Company, L.P. 1998 - 2002
Goldman Sachs 1999 - 2001
Epstein Tabor & Schorr 1998 - 2000
Federated Investors 1996 - 1996
Education
La Roche College 1992 — 1996
Accounting and Management
Bishop McCort
Leadership Development Initiative
Leadership Pittsburgh
Registered Section 529 Plan Consultant through the www.savingforcollege.com Website
Kevin Greco Kevin Greco's The Ayco Company, L.P. Experience March 2013 - April 2013
Job Project Manager at Sureway Tool & Engineering Company
Industry Logistics and Supply Chain
Experience
Sureway Tool & Engineering Company April 2014 - Present
Divane Bros. Elect. June 2013 - April 2014
Carson Pirie Scott September 2012 - April 2014
The Ayco Company, L.P. March 2013 - April 2013
Skills
Management, Time Management, Administration, Logistics, Microsoft Excel, Leadership, Manufacturing, Team Management, Inventory Management, Inventory Control, Customer Service, Retail, Microsoft Office
Education
Northern Illinois University 2007 — 2012
Bachelor of Arts (B.A.), Economics
Sureway Tool & Engineering Company April 2014 - Present
Divane Bros. Elect. June 2013 - April 2014
Carson Pirie Scott September 2012 - April 2014
The Ayco Company, L.P. March 2013 - April 2013
Skills
Management, Time Management, Administration, Logistics, Microsoft Excel, Leadership, Manufacturing, Team Management, Inventory Management, Inventory Control, Customer Service, Retail, Microsoft Office
Education
Northern Illinois University 2007 — 2012
Bachelor of Arts (B.A.), Economics
Laurie Ferlazzo Laurie Ferlazzo's The Ayco Company, L.P. Experience October 1997 - October 2004
Job Tax Professional, CPA
Industry Accounting
Experience
The Bonadio Group 2005 - August 2012
The Chamber of Southern Saratoga County January 2005 - December 2011
The Ayco Company, L.P. October 1997 - October 2004
Skills
GAAP, Accounting, Financial Reporting, General Ledger, Tax Returns, Auditing, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Trust and Estates, Fiduciary Services, gift taxes, Accruals, Financial Statements, Microsoft Excel, Accounts Receivable, Finance, Personal Income Tax..., QuickBooks, Small Business
Education
State University of New York College at Plattsburgh 1982 — 1984
Bachelor, Accounting
Hudson Valley Community College 1980 — 1982
Associate of Science (A.S.), Accounting
The Bonadio Group 2005 - August 2012
The Chamber of Southern Saratoga County January 2005 - December 2011
The Ayco Company, L.P. October 1997 - October 2004
Skills
GAAP, Accounting, Financial Reporting, General Ledger, Tax Returns, Auditing, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Trust and Estates, Fiduciary Services, gift taxes, Accruals, Financial Statements, Microsoft Excel, Accounts Receivable, Finance, Personal Income Tax..., QuickBooks, Small Business
Education
State University of New York College at Plattsburgh 1982 — 1984
Bachelor, Accounting
Hudson Valley Community College 1980 — 1982
Associate of Science (A.S.), Accounting
Richard Melinsky Richard Melinsky's The Ayco Company, L.P. Experience May 2000 - October 2003
Job Analyst at Eastman Chemical Company
Industry Chemicals
Experience
Eastman Chemical Company March 2014 - Present
General Electric May 2005 - March 2014
Siena College September 2011 - June 2013
Deloitte April 2004 - May 2005
KPMG October 2003 - April 2004
The Ayco Company, L.P. May 2000 - October 2003
Skills
Accounting Applications, Financial Accounting, Accounting System, Accounting Consulting, Strategic Consulting, Auditing, Financial Audits, Financial Regulation, Oracle Financial, Oracle RDC, Hyperion Enterprise, Business Objects, Process Improvement, Due Diligence, Accounting, Corporate Finance, Tax, Budgets, Variance Analysis, Data Analysis, Management, Finance, Financial Analysis, Analysis, Leadership, Financial Reporting
Education
Union College 2000 — 2002
Master of Business Administration (M.B.A.), Accounting
Marist College 1995 — 1999
Bachelor of Science (B.S.), Accounting
Eastman Chemical Company March 2014 - Present
General Electric May 2005 - March 2014
Siena College September 2011 - June 2013
Deloitte April 2004 - May 2005
KPMG October 2003 - April 2004
The Ayco Company, L.P. May 2000 - October 2003
Skills
Accounting Applications, Financial Accounting, Accounting System, Accounting Consulting, Strategic Consulting, Auditing, Financial Audits, Financial Regulation, Oracle Financial, Oracle RDC, Hyperion Enterprise, Business Objects, Process Improvement, Due Diligence, Accounting, Corporate Finance, Tax, Budgets, Variance Analysis, Data Analysis, Management, Finance, Financial Analysis, Analysis, Leadership, Financial Reporting
Education
Union College 2000 — 2002
Master of Business Administration (M.B.A.), Accounting
Marist College 1995 — 1999
Bachelor of Science (B.S.), Accounting
Edward Corbett Edward Corbett's The Ayco Company, L.P. Experience July 2003 - November 2003
Job Associate Director at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ April 2013 - Present
S&P Capital IQ September 2011 - April 2013
Standard & Poor's July 2010 - September 2011
Standard & Poor's June 2009 - June 2010
Tremont Capital Management July 2007 - January 2009
Tremont Capital Management March 2006 - June 2007
Thomson Reuters February 2004 - September 2005
The Ayco Company, L.P. July 2003 - November 2003
Skills
Data Management, Data Analysis, Project Management, Product Management, Fixed Income, Equities, Market Data, Capital Markets, Derivatives, Business Analysis, Reference Data, Financial Markets, Requirements Gathering, Analysis, Financial Services
Education
Saint Bonaventure University 2002 — 2003
Masters of Business Administration, Finance/Accounting
Saint Bonaventure University 1998 — 2002
Bachelors Business Administration, Management Sciences
Mount Saint Michael Academy 1994 — 1998
S&P Capital IQ April 2013 - Present
S&P Capital IQ September 2011 - April 2013
Standard & Poor's July 2010 - September 2011
Standard & Poor's June 2009 - June 2010
Tremont Capital Management July 2007 - January 2009
Tremont Capital Management March 2006 - June 2007
Thomson Reuters February 2004 - September 2005
The Ayco Company, L.P. July 2003 - November 2003
Skills
Data Management, Data Analysis, Project Management, Product Management, Fixed Income, Equities, Market Data, Capital Markets, Derivatives, Business Analysis, Reference Data, Financial Markets, Requirements Gathering, Analysis, Financial Services
Education
Saint Bonaventure University 2002 — 2003
Masters of Business Administration, Finance/Accounting
Saint Bonaventure University 1998 — 2002
Bachelors Business Administration, Management Sciences
Mount Saint Michael Academy 1994 — 1998
James Burr James Burr's The Ayco Company, L.P. Experience May 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs May 2013 - August 2013
Goldman Sachs June 2012 - August 2012
The Ayco Company, L.P. May 2011 - August 2011
Skills
Global Compliance, Financial Modeling, Valuation, Bloomberg, Equities, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Office, Due Diligence, Microsoft Word, Data Analysis, Research, Leadership, Analysis, Public Speaking
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Shaker High School 2006 — 2010
Goldman Sachs July 2014 - Present
Goldman Sachs May 2013 - August 2013
Goldman Sachs June 2012 - August 2012
The Ayco Company, L.P. May 2011 - August 2011
Skills
Global Compliance, Financial Modeling, Valuation, Bloomberg, Equities, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Office, Due Diligence, Microsoft Word, Data Analysis, Research, Leadership, Analysis, Public Speaking
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Shaker High School 2006 — 2010
Ben Himmel's The Ayco Company, L.P. Experience May 2006 - June 2007
Job Structuring Analyst at American Electric Power
Industry Utilities
Experience
American Electric Power January 2013 - Present
American Electric Power August 2010 - January 2013
American Electric Power January 2009 - September 2010
American Electric Power June 2007 - January 2009
The Ayco Company, L.P. May 2006 - June 2007
Education
Miami University 2002 — 2006
American Electric Power January 2013 - Present
American Electric Power August 2010 - January 2013
American Electric Power January 2009 - September 2010
American Electric Power June 2007 - January 2009
The Ayco Company, L.P. May 2006 - June 2007
Education
Miami University 2002 — 2006
Brian Carroll's The Ayco Company, L.P. Experience June 2005 - October 2005
Job Principal Broker Dealer Operations at American Capital
Industry Investment Banking
Experience
American Capital August 2015 - Present
CRT Capital Group August 2010 - August 2015
RBS Global Banking & Markets F/K/A Greenwich Capital Markets October 2005 - August 2010
The Ayco Company, L.P. June 2005 - October 2005
Skills
Bloomberg, Microsoft Office, Oracle General Ledger, Equities, Derivatives, P&L, Product Control, Fixed Income, Accounting, Fund Accounting, General Ledger..., MBS, Securitized Products, Emerging Markets, Excel, Rates, Income Statement, Account Reconciliation, Hedge Funds, Trading, Banking, Financial Reporting, Securities, Capital Markets, Investment Banking, Securitization, Bonds, FINRA, Swaps, Microsoft Excel, Credit, Back Office, Options, Credit Derivatives, Finance, Financial Services, Structured Products
Education
Iona College 2006 — 2008
M.B.A., Financial Management
Siena College 2003 — 2005
B.S., Finance
American Capital August 2015 - Present
CRT Capital Group August 2010 - August 2015
RBS Global Banking & Markets F/K/A Greenwich Capital Markets October 2005 - August 2010
The Ayco Company, L.P. June 2005 - October 2005
Skills
Bloomberg, Microsoft Office, Oracle General Ledger, Equities, Derivatives, P&L, Product Control, Fixed Income, Accounting, Fund Accounting, General Ledger..., MBS, Securitized Products, Emerging Markets, Excel, Rates, Income Statement, Account Reconciliation, Hedge Funds, Trading, Banking, Financial Reporting, Securities, Capital Markets, Investment Banking, Securitization, Bonds, FINRA, Swaps, Microsoft Excel, Credit, Back Office, Options, Credit Derivatives, Finance, Financial Services, Structured Products
Education
Iona College 2006 — 2008
M.B.A., Financial Management
Siena College 2003 — 2005
B.S., Finance
Jerry DelSordo's The Ayco Company, L.P. Experience 2002 - Present
Job Region Head Encompass Family Office at The Ayco Company, L.P. A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P. A Goldman Sachs Company December 2002 - Present
The Ayco Company, L.P. 2002 - Present
Mesirow Financial November 2000 - September 2002
Skills
Strategic Financial..., Series 7, Management, Investments, Financial Analysis, Wealth Management, Securities, Asset Allocation, Mutual Funds, Estate Planning, Equities, Alternative Investments, Retirement Planning, Fixed Income, Hedge Funds, Financial Modeling, Insurance, Series 63
Education
William Paterson University of New Jersey 2004 — 2006
MBA, Business Management
Indiana University Bloomington 1995 — 1999
Bachelor of Science (BS), Finance, General
The Ayco Company, L.P. A Goldman Sachs Company December 2002 - Present
The Ayco Company, L.P. 2002 - Present
Mesirow Financial November 2000 - September 2002
Skills
Strategic Financial..., Series 7, Management, Investments, Financial Analysis, Wealth Management, Securities, Asset Allocation, Mutual Funds, Estate Planning, Equities, Alternative Investments, Retirement Planning, Fixed Income, Hedge Funds, Financial Modeling, Insurance, Series 63
Education
William Paterson University of New Jersey 2004 — 2006
MBA, Business Management
Indiana University Bloomington 1995 — 1999
Bachelor of Science (BS), Finance, General
Courtney Krisanda's The Ayco Company, L.P. Experience November 2009 - Present
Job Financial Planner at the Ayco Company
Industry Financial Services
Experience
The Ayco Company, L.P. November 2009 - Present
Skills
Financial Analysis, Financial Reporting
Education
Siena College 1999 — 2002
The Ayco Company, L.P. November 2009 - Present
Skills
Financial Analysis, Financial Reporting
Education
Siena College 1999 — 2002
Kathryn Rude's The Ayco Company, L.P. Experience November 2011 - Present
Job Investment Officer in the Fixed Income Group at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. November 2011 - Present
Skills
Investments, Financial Analysis, Fixed Income, Series 7, Wealth Management, Bloomberg, Equities, Microsoft Office, Asset Management, Management, Asset Allocation, Portfolio Management, Series 63, Securities
Education
University at Albany, SUNY 2002 — 2004
MA
Wellesley College 1996 — 1999
BA
Harvard University
The Ayco Company, L.P. November 2011 - Present
Skills
Investments, Financial Analysis, Fixed Income, Series 7, Wealth Management, Bloomberg, Equities, Microsoft Office, Asset Management, Management, Asset Allocation, Portfolio Management, Series 63, Securities
Education
University at Albany, SUNY 2002 — 2004
MA
Wellesley College 1996 — 1999
BA
Harvard University
Heather Dunham's The Ayco Company, L.P. Experience May 2002 - December 2003
Job Enterprise Architect at national geospatialintelligence agency
Industry Information Technology and Services
Experience
national geospatial-intelligence agency January 2011 - Present
Accenture April 2008 - December 2010
Accenture Technology Solutions September 2007 - December 2010
Accenture 2008 - 2009
Accenture November 2006 - September 2007
United States Department of Agriculture December 2005 - November 2006
1800flowers.com July 2005 - December 2005
1800flowers.com May 2005 - June 2005
The Ayco Company, L.P. May 2002 - December 2003
The Ayco Company, L.P. February 2002 - April 2002
Skills
Program Management, Enterprise Architecture, Business Process, Project Management, Integration
Education
Hofstra University 2004 — 2005
MBA, Business Computing Information Systems
University at Albany, SUNY 1998 — 2002
BS, Management Information Systems, Finance, Economics
national geospatial-intelligence agency January 2011 - Present
Accenture April 2008 - December 2010
Accenture Technology Solutions September 2007 - December 2010
Accenture 2008 - 2009
Accenture November 2006 - September 2007
United States Department of Agriculture December 2005 - November 2006
1800flowers.com July 2005 - December 2005
1800flowers.com May 2005 - June 2005
The Ayco Company, L.P. May 2002 - December 2003
The Ayco Company, L.P. February 2002 - April 2002
Skills
Program Management, Enterprise Architecture, Business Process, Project Management, Integration
Education
Hofstra University 2004 — 2005
MBA, Business Computing Information Systems
University at Albany, SUNY 1998 — 2002
BS, Management Information Systems, Finance, Economics
Otis Smith's The Ayco Company, L.P. Experience January 2005 - January 2008
Job Portfolio Strategist at The Ayco Company, Goldman Sachs
Industry Financial Services
Experience
The Ayco Company, Goldman Sachs January 2011 - Present
The Ayco Company, Goldman Sachs January 2008 - Present
The Ayco Company, L.P. January 2005 - January 2008
The Ayco Company, L.P. May 2002 - January 2005
Morgan Stanley Smith Barney July 2000 - April 2002
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Series 7, Series 63, Series 65, Alternative Investments, Portfolio Management, Securities, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis
Education
University at Albany 2005 — 2009
Master's degree, Finance and Financial Management Services
Le Moyne College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
The Ayco Company, Goldman Sachs January 2011 - Present
The Ayco Company, Goldman Sachs January 2008 - Present
The Ayco Company, L.P. January 2005 - January 2008
The Ayco Company, L.P. May 2002 - January 2005
Morgan Stanley Smith Barney July 2000 - April 2002
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Series 7, Series 63, Series 65, Alternative Investments, Portfolio Management, Securities, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis
Education
University at Albany 2005 — 2009
Master's degree, Finance and Financial Management Services
Le Moyne College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Brian Woodfield, CFA's The Ayco Company, L.P. Experience May 2009 - Present
Job at The Ayco Company, L.P.
Industry Investment Management
Experience
The Ayco Company, L.P. May 2009 - Present
Education
Siena College 2005 — 2009
Bachelor's Degree, Finance
The Ayco Company, L.P. May 2009 - Present
Education
Siena College 2005 — 2009
Bachelor's Degree, Finance
Ellen Rich's The Ayco Company, L.P. Experience May 2004 - Present
Job Account Manager at The Ayco Company
Industry Financial Services
Experience
The Ayco Company, L.P. May 2004 - Present
Skills
Wealth Management, Estate Planning, Strategic Financial..., Series 7, Insurance, Investments, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Risk Management, Equities
Education
Rutgers University School of Law - Camden 2000 — 2003
JD, Law
Rutgers University – Camden 2000 — 2003
MBA, LAW
University of Michigan 1995 — 1999
BA, Psychology
The Ayco Company, L.P. May 2004 - Present
Skills
Wealth Management, Estate Planning, Strategic Financial..., Series 7, Insurance, Investments, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Risk Management, Equities
Education
Rutgers University School of Law - Camden 2000 — 2003
JD, Law
Rutgers University – Camden 2000 — 2003
MBA, LAW
University of Michigan 1995 — 1999
BA, Psychology
Catherine Nugent's The Ayco Company, L.P. Experience August 2000 - Present
Job Senior Tax Associate at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. August 2000 - Present
Prudential Financial August 1986 - July 2000
Education
Princeton University 1980 — 1985
AB, Psychology
The Ayco Company, L.P. August 2000 - Present
Prudential Financial August 1986 - July 2000
Education
Princeton University 1980 — 1985
AB, Psychology
Ben Tasse, RPLU's The Ayco Company, L.P. Experience January 2008 - September 2008
Job Assistant Vice President at AXIS Capital
Industry Insurance
Experience
AXIS Capital July 2015 - Present
AXIS Capital January 2015 - Present
Axis Capital January 2013 - December 2014
Axis Capital July 2009 - December 2012
The Ayco Company, L.P. January 2008 - September 2008
Axis Capital May 2007 - September 2007
Skills
Underwriting, Employment Practices..., Professional Liability, Directors & Officers..., Fiduciary, D&O, Insurance
Education
Siena College 2005 — 2009
Bachelor of Science (BS), Finance, General
Burnt Hills Ballston Lake
AXIS Capital July 2015 - Present
AXIS Capital January 2015 - Present
Axis Capital January 2013 - December 2014
Axis Capital July 2009 - December 2012
The Ayco Company, L.P. January 2008 - September 2008
Axis Capital May 2007 - September 2007
Skills
Underwriting, Employment Practices..., Professional Liability, Directors & Officers..., Fiduciary, D&O, Insurance
Education
Siena College 2005 — 2009
Bachelor of Science (BS), Finance, General
Burnt Hills Ballston Lake
Tony DeVita's The Ayco Company, L.P. Experience September 2003 - November 2007
Job VP Online Sales at Reliable Brothers Steaks
Industry Food & Beverages
Experience
Reliable Brothers. Inc August 2008 - Present
The Ayco Company, L.P. September 2003 - November 2007
Independent Financial Marketing Group August 2003 - September 2003
MFS Investment Management August 1999 - August 2002
mfs investment management 1999 - 2002
mfs investment management 1999 - 2002
Education
Northeastern University 1994 — 1999
Reliable Brothers. Inc August 2008 - Present
The Ayco Company, L.P. September 2003 - November 2007
Independent Financial Marketing Group August 2003 - September 2003
MFS Investment Management August 1999 - August 2002
mfs investment management 1999 - 2002
mfs investment management 1999 - 2002
Education
Northeastern University 1994 — 1999
Ruth Rachum's The Ayco Company, L.P. Experience March 2006 - November 2008
Job Administrative Assistant at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. March 2006 - November 2008
Atlantic Mutual Companies 2000 - 2004
Aker Kvaerner 1996 - 1999
Arthur Andersen & Co. 1987 - 1992
Skills
Travel Arrangements, Office Administration, Spreadsheets, Lotus Notes, Administrative..., Calendaring, Outlook, Confidentiality
Education
Katharine Gibbs School
University of Massachusetts, Amherst
The Ayco Company, L.P. March 2006 - November 2008
Atlantic Mutual Companies 2000 - 2004
Aker Kvaerner 1996 - 1999
Arthur Andersen & Co. 1987 - 1992
Skills
Travel Arrangements, Office Administration, Spreadsheets, Lotus Notes, Administrative..., Calendaring, Outlook, Confidentiality
Education
Katharine Gibbs School
University of Massachusetts, Amherst
Sylvia Miravet d'Amato's The Ayco Company, L.P. Experience September 2002 - February 2005
Job Attorney
Industry Legal Services
Experience
Wells Fargo - Wealth Management December 2010 - Present
Gerald L. Kane & Associates February 2006 - August 2010
Estate Services Group February 2005 - February 2006
The Ayco Company, L.P. September 2002 - February 2005
Skills
Wealth Management, Estate Planning, Estate Law, Legal Research, Litigation
Education
Loyola Law School, Loyola Marymount University 1999 — 2002
Juris Doctor
UCLA 1995 — 1999
BA, Sociology and Spanish Literature
Wells Fargo - Wealth Management December 2010 - Present
Gerald L. Kane & Associates February 2006 - August 2010
Estate Services Group February 2005 - February 2006
The Ayco Company, L.P. September 2002 - February 2005
Skills
Wealth Management, Estate Planning, Estate Law, Legal Research, Litigation
Education
Loyola Law School, Loyola Marymount University 1999 — 2002
Juris Doctor
UCLA 1995 — 1999
BA, Sociology and Spanish Literature
Anne Weber's The Ayco Company, L.P. Experience June 2002 - August 2012
Job Training and Development Specialist
Industry Professional Training & Coaching
Experience
Rotech Healthcare September 2014 - Present
Self Employed December 2011 - Present
Myriad Genetics August 2012 - September 2013
The Ayco Company, L.P. June 2002 - August 2012
The Ayco Company, L.P. January 2008 - July 2011
The Ayco Company, L.P., a Goldman Sachs Company January 2005 - December 2007
Skills
Coaching, Training, Account Management, Genetic Testing, Organizational..., DNA, Budget Monitoring, Talent Acquisition, Data Analysis, Finance, Financial Planners, Public Speaking
Education
Georgia State University 2008 — 2010
Master's degree, Organizational Development
University of South Carolina-Columbia 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General
Rotech Healthcare September 2014 - Present
Self Employed December 2011 - Present
Myriad Genetics August 2012 - September 2013
The Ayco Company, L.P. June 2002 - August 2012
The Ayco Company, L.P. January 2008 - July 2011
The Ayco Company, L.P., a Goldman Sachs Company January 2005 - December 2007
Skills
Coaching, Training, Account Management, Genetic Testing, Organizational..., DNA, Budget Monitoring, Talent Acquisition, Data Analysis, Finance, Financial Planners, Public Speaking
Education
Georgia State University 2008 — 2010
Master's degree, Organizational Development
University of South Carolina-Columbia 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General
Karen Klug's The Ayco Company, L.P. Experience March 2001 - November 2001
Job Accountant at LaBounty Family Chiropractic
Industry Real Estate
Experience
LaBounty Family Chiropractic August 2015 - Present
R&R Realty October 2007 - August 2015
The Ayco Company, L.P. March 2001 - November 2001
MapInfo August 1993 - March 2001
Skills
Account Reconciliation, Budgets, Accounting, Auditing, Contract Negotiation, Customer Service, Financial Accounting, Financial Analysis, General Ledger, Internal Controls, Process Improvement, Financial Reporting, Microsoft Office, Accounts Payable, Microsoft Word, Microsoft Excel, Access, Accounts Receivable
Education
Indiana Institute of Technology 1988 — 1992
BA, Accounting
LaBounty Family Chiropractic August 2015 - Present
R&R Realty October 2007 - August 2015
The Ayco Company, L.P. March 2001 - November 2001
MapInfo August 1993 - March 2001
Skills
Account Reconciliation, Budgets, Accounting, Auditing, Contract Negotiation, Customer Service, Financial Accounting, Financial Analysis, General Ledger, Internal Controls, Process Improvement, Financial Reporting, Microsoft Office, Accounts Payable, Microsoft Word, Microsoft Excel, Access, Accounts Receivable
Education
Indiana Institute of Technology 1988 — 1992
BA, Accounting
Christopher Indilicato's The Ayco Company, L.P. Experience February 1996 - May 2005
Job Data Warehouse Analyst
Industry Information Technology and Services
Experience
Oldcastle Materials Inc. September 2005 - January 2014
The Ayco Company, L.P. February 1996 - May 2005
The Ayco Company, L.P. October 1990 - August 1995
Skills
Business Intelligence, Hyperion Enterprise, Essbase, Financial Analysis, Microsoft SQL Server, Forecasting, Process Improvement, PowerBuilder, Hyperion Planning, Budget Process, SQL, Data Analysis, ETL Tools, Oracle Essbase
Education
University Center of New York at Albany 1990 — 1992
Master of Business Administration (M.B.A.), Information Systems
Ithaca College 1985 — 1989
Bachelor of Science (BS), Finance
Oldcastle Materials Inc. September 2005 - January 2014
The Ayco Company, L.P. February 1996 - May 2005
The Ayco Company, L.P. October 1990 - August 1995
Skills
Business Intelligence, Hyperion Enterprise, Essbase, Financial Analysis, Microsoft SQL Server, Forecasting, Process Improvement, PowerBuilder, Hyperion Planning, Budget Process, SQL, Data Analysis, ETL Tools, Oracle Essbase
Education
University Center of New York at Albany 1990 — 1992
Master of Business Administration (M.B.A.), Information Systems
Ithaca College 1985 — 1989
Bachelor of Science (BS), Finance
Greg Downing's The Ayco Company, L.P. Experience 2006 - 2014
Job Vice President
Industry Financial Services
Experience
The Ayco Company, L.P. 2006 - 2014
Goldman Sachs 2000 - 2014
Charles Schwab 1991 - 2000
Skills
Alternative Investments, Securities, Fixed Income, Investments, Asset Allocation, Asset Management, Capital Markets, Equities, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Mutual Funds, Portfolio Management, Wealth Management, Leadership, Management, Strategic Planning, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63
Education
Ohio Wesleyan University 1981 — 1984
BA, History
New Trier East High School 1976 — 1980
The Ayco Company, L.P. 2006 - 2014
Goldman Sachs 2000 - 2014
Charles Schwab 1991 - 2000
Skills
Alternative Investments, Securities, Fixed Income, Investments, Asset Allocation, Asset Management, Capital Markets, Equities, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Mutual Funds, Portfolio Management, Wealth Management, Leadership, Management, Strategic Planning, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63
Education
Ohio Wesleyan University 1981 — 1984
BA, History
New Trier East High School 1976 — 1980
Ben Ostrove's The Ayco Company, L.P. Experience 2004 - Present
Job Financial Advisor at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. 2004 - Present
Skills
Estate Tax Planning, Employee Benefits, Asset Management, Asset Allocation, Multi-generational..., Retirement Planning, Personal Tax Planning
Education
University of Miami - School of Business 2001 — 2003
MBA
Penn State University 1995 — 1999
The Ayco Company, L.P. 2004 - Present
Skills
Estate Tax Planning, Employee Benefits, Asset Management, Asset Allocation, Multi-generational..., Retirement Planning, Personal Tax Planning
Education
University of Miami - School of Business 2001 — 2003
MBA
Penn State University 1995 — 1999
Brad Harkness's The Ayco Company, L.P. Experience February 2012 - Present
Job Senior Portfolio Administrator, The Ayco Company, LP
Industry Financial Services
Experience
The Ayco Company, L.P. February 2012 - Present
The Ayco Company, L.P. May 2010 - January 2012
The Ayco Company, L.P. September 2009 - May 2010
Hannaford Bros. Co. February 2009 - May 2010
Hannaford Bros. Co. May 2004 - January 2009
Education
State University of New York at Delhi 2008 — 2010
Business and Technology Management
Schenectady County Comm. College 2006 — 2008
A.S., Business Administration
Siena College 2005 — 2006
General Business
Scotia-Glenville High 2001 — 2005
Regents Diploma
The Ayco Company, L.P. February 2012 - Present
The Ayco Company, L.P. May 2010 - January 2012
The Ayco Company, L.P. September 2009 - May 2010
Hannaford Bros. Co. February 2009 - May 2010
Hannaford Bros. Co. May 2004 - January 2009
Education
State University of New York at Delhi 2008 — 2010
Business and Technology Management
Schenectady County Comm. College 2006 — 2008
A.S., Business Administration
Siena College 2005 — 2006
General Business
Scotia-Glenville High 2001 — 2005
Regents Diploma
Sara Corbitt's The Ayco Company, L.P. Experience November 2010 - Present
Job Tax Associate at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2014 - Present
The Ayco Company, L.P. November 2010 - Present
PricewaterhouseCoopers October 2009 - November 2010
Education
Louisiana State University 2004 — 2009
The Ayco Company, L.P., a Goldman Sachs Company January 2014 - Present
The Ayco Company, L.P. November 2010 - Present
PricewaterhouseCoopers October 2009 - November 2010
Education
Louisiana State University 2004 — 2009
Kristin Sanguino's The Ayco Company, L.P. Experience January 1996 - Present
Job Vice President Financial Counseling at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. January 1996 - Present
Education
Fairleigh Dickinson University-Florham Campus
CFP
Montclair State University
MBA, Finance
The Ayco Company, L.P. January 1996 - Present
Education
Fairleigh Dickinson University-Florham Campus
CFP
Montclair State University
MBA, Finance
Gary Krisanda's The Ayco Company, L.P. Experience June 2002 - Present
Job Vice President of Financial Counseling at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. June 2002 - Present
Education
Union College 2004 — 2006
Master of Business Administration (M.B.A.)
Siena College 1999 — 2003
BS, Finance
The Ayco Company, L.P. June 2002 - Present
Education
Union College 2004 — 2006
Master of Business Administration (M.B.A.)
Siena College 1999 — 2003
BS, Finance
Bryan Landadio's The Ayco Company, L.P. Experience May 2005 - May 2011
Job Managing Director at Personal CFO Solutions
Industry Financial Services
Experience
Personal CFO Solutions September 2011 - Present
The Ayco Company, L.P. May 2005 - May 2011
AMG National Trust Bank 1995 - 2005
Skills
Estate Planning, Financial Planning, Wealth Management, Investments, Portfolio Management, Wealth Transfer Planning
Education
Seton Hall University 1984 — 1988
BS, Finance
Personal CFO Solutions September 2011 - Present
The Ayco Company, L.P. May 2005 - May 2011
AMG National Trust Bank 1995 - 2005
Skills
Estate Planning, Financial Planning, Wealth Management, Investments, Portfolio Management, Wealth Transfer Planning
Education
Seton Hall University 1984 — 1988
BS, Finance
Nancy Larke's The Ayco Company, L.P. Experience July 2005 - April 2006
Job Executive Administrative Assistant at FCA Fiat Chrysler Automobiles
Industry Executive Office
Experience
FCA Fiat Chrysler Automobiles March 2015 - Present
DTE Energy February 2014 - Present
Marygrove College April 2013 - February 2014
Wayne State University School of Medicine September 2010 - June 2011
Tactical Allocation Group, LLC May 2006 - March 2009
The Ayco Company, L.P. July 2005 - April 2006
Hewitt Associates 1999 - 2005
Morgan Stanley March 1997 - September 1999
Coopers & Lybrand Consulting September 1995 - March 1997
Drake Beam Morin June 1992 - September 1995
Skills
Budget Management, Team Leadership, Project Planning, Project Coordination, Project Execution, Personnel Development, Personnel Training, Personnel Leadership, Personnel Recruiting, Salary Administration, Salary Reviews, Salary Review, Performance Management, Performance Appraisal, Performance Improvement, Time Management, MS Office Suite, Writing, Report Writing, Office Administration, Office Management, Employee Engagement, Employee Management, Creative Problem Solving, Problem Analysis, Collaborative Problem..., Team Building, Cross-functional Team..., Interviews, Payroll, Leadership, Microsoft Office, Project Management
Education
Oakland University 2003 — 2003
None, Business Administration, 3.9
Mott Community College 1974 — 1975
None, Business Administration, 3.8
Michigan State University 1970 — 1973
None, Business Administration, 3.5
FCA Fiat Chrysler Automobiles March 2015 - Present
DTE Energy February 2014 - Present
Marygrove College April 2013 - February 2014
Wayne State University School of Medicine September 2010 - June 2011
Tactical Allocation Group, LLC May 2006 - March 2009
The Ayco Company, L.P. July 2005 - April 2006
Hewitt Associates 1999 - 2005
Morgan Stanley March 1997 - September 1999
Coopers & Lybrand Consulting September 1995 - March 1997
Drake Beam Morin June 1992 - September 1995
Skills
Budget Management, Team Leadership, Project Planning, Project Coordination, Project Execution, Personnel Development, Personnel Training, Personnel Leadership, Personnel Recruiting, Salary Administration, Salary Reviews, Salary Review, Performance Management, Performance Appraisal, Performance Improvement, Time Management, MS Office Suite, Writing, Report Writing, Office Administration, Office Management, Employee Engagement, Employee Management, Creative Problem Solving, Problem Analysis, Collaborative Problem..., Team Building, Cross-functional Team..., Interviews, Payroll, Leadership, Microsoft Office, Project Management
Education
Oakland University 2003 — 2003
None, Business Administration, 3.9
Mott Community College 1974 — 1975
None, Business Administration, 3.8
Michigan State University 1970 — 1973
None, Business Administration, 3.5
Catherine Nugent's The Ayco Company, L.P. Experience August 2000 - Present
Job Tax Senior at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. August 2000 - Present
The Ayco Company, L.P. August 2000 - Present
Prudential Investments 1986 - 2000
Education
Princeton University
AB, Psychology
The Ayco Company, L.P. August 2000 - Present
The Ayco Company, L.P. August 2000 - Present
Prudential Investments 1986 - 2000
Education
Princeton University
AB, Psychology
Paul Wollman's The Ayco Company, L.P. Experience May 2006 - March 2008
Job Equity Trader
Industry Financial Services
Experience
AgTrade April 2008 - Present
The Ayco Company, L.P. May 2006 - March 2008
PIW consulting March 2004 - April 2006
Northwestern Mutual Financial Network January 2001 - January 2004
Worldco, LLP January 1999 - January 2001
Breitner & Hoffman, P.C. May 1997 - November 1998
Skills
Investments, Wealth Management, Wealth Management..., Estate Planning, Hedge Funds, Retirement Planning, Securities, Real Estate
Education
New York Law School
J.D
STATE UNIVERSITY OF ALBANY
BS, Marketing/Management
AgTrade April 2008 - Present
The Ayco Company, L.P. May 2006 - March 2008
PIW consulting March 2004 - April 2006
Northwestern Mutual Financial Network January 2001 - January 2004
Worldco, LLP January 1999 - January 2001
Breitner & Hoffman, P.C. May 1997 - November 1998
Skills
Investments, Wealth Management, Wealth Management..., Estate Planning, Hedge Funds, Retirement Planning, Securities, Real Estate
Education
New York Law School
J.D
STATE UNIVERSITY OF ALBANY
BS, Marketing/Management
Colin Frederickson's The Ayco Company, L.P. Experience January 2013 - May 2014
Job Data Consultant at DayNine Consulting
Industry Information Technology and Services
Experience
DayNine Consulting March 2015 - Present
DayNine Consulting, Inc. June 2014 - March 2015
HR Logistics LLC September 2013 - May 2014
The Ayco Company, L.P. January 2013 - May 2014
University at Albany August 2012 - May 2014
Siena Research Institute September 2012 - January 2013
Siena Research Institute October 2010 - September 2012
Skills
SPSS, Data Analysis, Research, PowerPoint, Quantitative Research, Survey Research, Survey Design, Project Management, Workday, CATI, Voxco, Research Design, Qualitative Research, Report Writing, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Business Strategy, Project Planning, Data Management, Employee Training
Education
University at Albany 2012 — 2014
Master of Business Administration (MBA), HRIS
Marist College 2006 — 2010
Bachelor of Arts (BA), Psychology
DayNine Consulting March 2015 - Present
DayNine Consulting, Inc. June 2014 - March 2015
HR Logistics LLC September 2013 - May 2014
The Ayco Company, L.P. January 2013 - May 2014
University at Albany August 2012 - May 2014
Siena Research Institute September 2012 - January 2013
Siena Research Institute October 2010 - September 2012
Skills
SPSS, Data Analysis, Research, PowerPoint, Quantitative Research, Survey Research, Survey Design, Project Management, Workday, CATI, Voxco, Research Design, Qualitative Research, Report Writing, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Business Strategy, Project Planning, Data Management, Employee Training
Education
University at Albany 2012 — 2014
Master of Business Administration (MBA), HRIS
Marist College 2006 — 2010
Bachelor of Arts (BA), Psychology
Emily Sobut's The Ayco Company, L.P. Experience July 2012 - Present
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. July 2010 - July 2012
The Ayco Company, L.P. June 2009 - June 2010
The Ayco Company, L.P. June 2008 - June 2009
Northwestern Mutual May 2007 - December 2007
Wolverine Trading June 2004 - August 2006
Skills
Estate Tax Planning, Income Tax, Wealth Transfer Planning, Investments, Insurance Planning, Retirement Planning, Wealth, Insurance, Financial Planners, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory, Investment Strategies
Education
Saint Xavier University 2010 — 2012
MBA, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
B.S., Finance
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. July 2010 - July 2012
The Ayco Company, L.P. June 2009 - June 2010
The Ayco Company, L.P. June 2008 - June 2009
Northwestern Mutual May 2007 - December 2007
Wolverine Trading June 2004 - August 2006
Skills
Estate Tax Planning, Income Tax, Wealth Transfer Planning, Investments, Insurance Planning, Retirement Planning, Wealth, Insurance, Financial Planners, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory, Investment Strategies
Education
Saint Xavier University 2010 — 2012
MBA, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
B.S., Finance
Kaitlyn Settimio's The Ayco Company, L.P. Experience June 2008 - August 2008
Job Operational Services and Training Specialist at Fairmont Supply Company
Industry Industrial Automation
Experience
Fairmont Supply Company July 2012 - Present
Fairmont Supply Company October 2010 - July 2012
Fairmont Supply Company December 2009 - October 2010
Fairmont Supply Company September 2009 - November 2009
GCC, Cafeteria September 2008 - May 2009
The Ayco Company, L.P. June 2008 - August 2008
Thomas and McMenamin Insurance, Inc. June 2007 - August 2007
American Eagle Outfitters December 2006 - January 2007
Vincent's Pizza May 2006 - January 2007
Skills
Proposal Writing, Retail, Accounting, Insurance, Supervisory Skills, Telephone Skills, International Business, Financial Planning, Inventory Management
Education
Grove City College 2005 — 2009
Bachelors of Science, Mathematics
University of Torino 2007 — 2007
Peters Township High School
Fairmont Supply Company July 2012 - Present
Fairmont Supply Company October 2010 - July 2012
Fairmont Supply Company December 2009 - October 2010
Fairmont Supply Company September 2009 - November 2009
GCC, Cafeteria September 2008 - May 2009
The Ayco Company, L.P. June 2008 - August 2008
Thomas and McMenamin Insurance, Inc. June 2007 - August 2007
American Eagle Outfitters December 2006 - January 2007
Vincent's Pizza May 2006 - January 2007
Skills
Proposal Writing, Retail, Accounting, Insurance, Supervisory Skills, Telephone Skills, International Business, Financial Planning, Inventory Management
Education
Grove City College 2005 — 2009
Bachelors of Science, Mathematics
University of Torino 2007 — 2007
Peters Township High School
Anthony Casale, CFP®'s The Ayco Company, L.P. Experience September 2009 - November 2011
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
The Ayco Company, L.P. September 2009 - November 2011
First Investors December 2007 - August 2009
Skills
Risk Management, Finance
Education
Rensselaer Polytechnic Institute 2006 — 2008
Bachelor of Science in Management
Stony Brook University 2003 — 2006
Finance
Fidelity Investments November 2011 - Present
The Ayco Company, L.P. September 2009 - November 2011
First Investors December 2007 - August 2009
Skills
Risk Management, Finance
Education
Rensselaer Polytechnic Institute 2006 — 2008
Bachelor of Science in Management
Stony Brook University 2003 — 2006
Finance
Chris Zajac's The Ayco Company, L.P. Experience March 2013 - Present
Job Financial Analyst The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. March 2013 - Present
PNC January 2013 - February 2013
Merrill Lynch June 2011 - January 2013
Greater Cleveland Sports Commission January 2011 - June 2011
MRI Software LLC August 2010 - January 2011
Northcoast Research 2009 - 2009
Skills
Microsoft Excel, Financial Modeling, Customer Service, Finance, Financial Analysis
Education
John Carroll University 2006 — 2010
BSBA, Finance
The Ayco Company, L.P. March 2013 - Present
PNC January 2013 - February 2013
Merrill Lynch June 2011 - January 2013
Greater Cleveland Sports Commission January 2011 - June 2011
MRI Software LLC August 2010 - January 2011
Northcoast Research 2009 - 2009
Skills
Microsoft Excel, Financial Modeling, Customer Service, Finance, Financial Analysis
Education
John Carroll University 2006 — 2010
BSBA, Finance
Joe Yeager's The Ayco Company, L.P. Experience October 2009 - Present
Job Account Manager at The Ayco Company, L.P.
Industry
Experience
The Ayco Company, L.P. October 2009 - Present
Villanova Civil Justice Clinic August 2008 - January 2009
U.S. Bankruptcy Court for the Eastern District of PA - Judge Eric L. Frank June 2008 - July 2008
The Superior Court of Pennsylvania - Judge John T.J. Kelly, Jr. May 2007 - August 2007
Wilmington Finance July 2003 - July 2006
Education
Villanova University School of Law 2007 — 2009
J.D
Penn State University 1998 — 2002
B.S, Finance and International Business, German
The Ayco Company, L.P. October 2009 - Present
Villanova Civil Justice Clinic August 2008 - January 2009
U.S. Bankruptcy Court for the Eastern District of PA - Judge Eric L. Frank June 2008 - July 2008
The Superior Court of Pennsylvania - Judge John T.J. Kelly, Jr. May 2007 - August 2007
Wilmington Finance July 2003 - July 2006
Education
Villanova University School of Law 2007 — 2009
J.D
Penn State University 1998 — 2002
B.S, Finance and International Business, German
Russell Kelley's The Ayco Company, L.P. Experience February 1984 - December 2005
Job Vice President / Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management May 2014 - Present
Royal Investment Advisors, LLC May 2009 - August 2012
Fidelity Investments April 2007 - April 2008
The Ayco Company, L.P. February 1984 - December 2005
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Wealth Management..., Relationship Management, ETFs, Retirement, Business Development, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Investment Management, Portfolio Management, Asset Management, Leadership, Financial Planning
Education
Le Moyne College
BS, Industrial/Labor Relations
Shenendehowa High School
High School
BNY Mellon Wealth Management May 2014 - Present
Royal Investment Advisors, LLC May 2009 - August 2012
Fidelity Investments April 2007 - April 2008
The Ayco Company, L.P. February 1984 - December 2005
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Wealth Management..., Relationship Management, ETFs, Retirement, Business Development, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Investment Management, Portfolio Management, Asset Management, Leadership, Financial Planning
Education
Le Moyne College
BS, Industrial/Labor Relations
Shenendehowa High School
High School
Phil Perham's The Ayco Company, L.P. Experience 1998 - 2001
Job Director of Planned Giving at Phillips Exeter Academy
Industry Higher Education
Experience
Phillips Exeter Academy June 2012 - Present
Colgate University 2008 - June 2012
Newkirk Products, Inc. 2001 - 2008
The Ayco Company, L.P. 1998 - 2001
Skills
Fundraising, Planned Giving, Financial Planning, Client Relationship..., Marketing Strategy, Estate Planning, Managerial Experience, Strategic Planning, Strategic Financial..., Stewardship, Community Outreach, Management, Annual Giving, Alumni Relations, Volunteer Management, Nonprofits, Philanthropy, Board Development, Non-profit..., Charities, Grants, Program Development, Higher Education, Community Development, Event Planning, Donor Management, Prospect Research, CRM
Education
New York Institute of Technology-Old Westbury 1981 — 1985
BA - cum laude, Political Science
Northfield Mount Hermon 1978 — 1980
Phillips Exeter Academy June 2012 - Present
Colgate University 2008 - June 2012
Newkirk Products, Inc. 2001 - 2008
The Ayco Company, L.P. 1998 - 2001
Skills
Fundraising, Planned Giving, Financial Planning, Client Relationship..., Marketing Strategy, Estate Planning, Managerial Experience, Strategic Planning, Strategic Financial..., Stewardship, Community Outreach, Management, Annual Giving, Alumni Relations, Volunteer Management, Nonprofits, Philanthropy, Board Development, Non-profit..., Charities, Grants, Program Development, Higher Education, Community Development, Event Planning, Donor Management, Prospect Research, CRM
Education
New York Institute of Technology-Old Westbury 1981 — 1985
BA - cum laude, Political Science
Northfield Mount Hermon 1978 — 1980
Bonnie Monary's The Ayco Company, L.P. Experience April 2005 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
The Ayco Company, L.P. April 2005 - June 2009
Acosta Sales & Marketing June 2000 - June 2005
Education
Court Reporting 1997 — 1999
Court Reporting
Rio Hondo College 1968 — 1970
General Education
The Ayco Company, L.P. April 2005 - June 2009
Acosta Sales & Marketing June 2000 - June 2005
Education
Court Reporting 1997 — 1999
Court Reporting
Rio Hondo College 1968 — 1970
General Education
Jason McMillen's The Ayco Company, L.P. Experience June 2011 - Present
Job Information Services Assistant at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. June 2011 - Present
Ayco Company May 2010 - May 2011
Yanni's Too Restaurant June 2009 - October 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Tax
Education
Siena College 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Siena College 2009 — 2011
B.S, Management
SUNY Cobleskill 2007 — 2009
A.A, Business Administration
The Ayco Company, L.P. June 2011 - Present
Ayco Company May 2010 - May 2011
Yanni's Too Restaurant June 2009 - October 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Tax
Education
Siena College 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Siena College 2009 — 2011
B.S, Management
SUNY Cobleskill 2007 — 2009
A.A, Business Administration
Matthew Ziter's The Ayco Company, L.P. Experience March 2011 - Present
Job Systems Analyst
Industry Financial Services
Experience
The Ayco Company, L.P. March 2011 - Present
Skills
SQL, Access, Business Analysis, Microsoft SQL Server
Education
State University of New York at Albany 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York at Albany 2007 — 2010
Bachelor of Business Administration (BBA), Finance and IT Management
Hudson Valley Community College
The Ayco Company, L.P. March 2011 - Present
Skills
SQL, Access, Business Analysis, Microsoft SQL Server
Education
State University of New York at Albany 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York at Albany 2007 — 2010
Bachelor of Business Administration (BBA), Finance and IT Management
Hudson Valley Community College
BRUCE RYCH's The Ayco Company, L.P. Experience January 2002 - Present
Job CPA at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. January 2002 - Present
BRUCE K RYCH CPA January 1980 - August 2014
Skills
Income Tax
Education
Seton Hall University
Master's Degree, TAXATION
The Ayco Company, L.P. January 2002 - Present
BRUCE K RYCH CPA January 1980 - August 2014
Skills
Income Tax
Education
Seton Hall University
Master's Degree, TAXATION
Michael Drobny, CPA's The Ayco Company, L.P. Experience October 2004 - August 2005
Job Supervisor
Industry Venture Capital & Private Equity
Experience
McGladrey October 2005 - Present
The Ayco Company, L.P. October 2004 - August 2005
Cabot Square Capital LTD September 2003 - March 2004
Paradigm Group LLC December 2001 - August 2003
Skills
Microsoft Office, VBA, Argus, BNA Tax Projections &..., Go-System Tax, Bloomberg, Morningstar, Thomson research, FISERV, Viewpoint, Cognos, Finance, Valuation, Due Diligence, Banking, ThomsonOne, Tax, Real Estate, Investments, General Ledger, Auditing, Commercial Real Estate, Financial Analysis, Real Estate Transactions, Financial Reporting, Financial Modeling, CPA, Private Equity, Commercial Mortgages, Microsoft Excel, Real Estate Economics, Account Reconciliation, Credit, Risk Management, Financial Advisory, Credit Risk, Loss Mitigation
Education
Keller Graduate School of Management of DeVry University 2011 — 2011
Graduate Certificate, Accounting, 3.69
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelors of Science, Finance
Highland Park High School 1995 — 1999
General, General Studies
McGladrey October 2005 - Present
The Ayco Company, L.P. October 2004 - August 2005
Cabot Square Capital LTD September 2003 - March 2004
Paradigm Group LLC December 2001 - August 2003
Skills
Microsoft Office, VBA, Argus, BNA Tax Projections &..., Go-System Tax, Bloomberg, Morningstar, Thomson research, FISERV, Viewpoint, Cognos, Finance, Valuation, Due Diligence, Banking, ThomsonOne, Tax, Real Estate, Investments, General Ledger, Auditing, Commercial Real Estate, Financial Analysis, Real Estate Transactions, Financial Reporting, Financial Modeling, CPA, Private Equity, Commercial Mortgages, Microsoft Excel, Real Estate Economics, Account Reconciliation, Credit, Risk Management, Financial Advisory, Credit Risk, Loss Mitigation
Education
Keller Graduate School of Management of DeVry University 2011 — 2011
Graduate Certificate, Accounting, 3.69
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelors of Science, Finance
Highland Park High School 1995 — 1999
General, General Studies
Jeff Campito's The Ayco Company, L.P. Experience May 2009 - Present
Job Financial Planner at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. May 2009 - Present
Education
Northeastern University
The Ayco Company, L.P. May 2009 - Present
Education
Northeastern University
Scott Dietz's The Ayco Company, L.P. Experience 1986 - 2004
Job Owner, NTV Asset Management, LLC
Industry Investment Management
Experience
NTV Asset Management, LLC August 2006 - Present
The Ayco Company, L.P. 1986 - 2004
Skills
High Net Worth..., Estate Planning, Income Tax, Financial Planning, Retirement Planning, Tax, Wealth Management, Options, Insurance, Investments, Employee Benefits, Budgeting, Business Planning, Forecasting, Retirement, Financial Advisory, Wealth, Strategic Financial..., Budgets, Small Business
Education
Georgia State University 1990 — 1992
MTx, Taxation
Siena College 1982 — 1986
BBA, Accounting
Hudson Valley Community College 1982 — 1984
AS, Individual Studies
NTV Asset Management, LLC August 2006 - Present
The Ayco Company, L.P. 1986 - 2004
Skills
High Net Worth..., Estate Planning, Income Tax, Financial Planning, Retirement Planning, Tax, Wealth Management, Options, Insurance, Investments, Employee Benefits, Budgeting, Business Planning, Forecasting, Retirement, Financial Advisory, Wealth, Strategic Financial..., Budgets, Small Business
Education
Georgia State University 1990 — 1992
MTx, Taxation
Siena College 1982 — 1986
BBA, Accounting
Hudson Valley Community College 1982 — 1984
AS, Individual Studies
Jaime Sottong's The Ayco Company, L.P. Experience January 2006 - May 2008
Job NY No Fault Claims Adjuster at MetLife Auto & Home
Industry Insurance
Experience
MetLife Auto & Home June 2011 - Present
New York State Commission for the Blind & Visually Handicapped May 2008 - December 2010
EXPRESS August 2002 - December 2010
The Ayco Company, L.P. January 2006 - May 2008
NYS Office of the State Comptroller December 2004 - January 2006
NYS Teachers' Retirement System May 2002 - September 2002
Skills
Sales, Sales Management, Proficient in Microsoft..., Customer Service, Supervisory Skills, Fast Learner
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2004 — 2007
B.S, Management
MetLife Auto & Home June 2011 - Present
New York State Commission for the Blind & Visually Handicapped May 2008 - December 2010
EXPRESS August 2002 - December 2010
The Ayco Company, L.P. January 2006 - May 2008
NYS Office of the State Comptroller December 2004 - January 2006
NYS Teachers' Retirement System May 2002 - September 2002
Skills
Sales, Sales Management, Proficient in Microsoft..., Customer Service, Supervisory Skills, Fast Learner
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2004 — 2007
B.S, Management
Kristen Sargent's The Ayco Company, L.P. Experience August 2006 - Present
Job Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. August 2006 - Present
Skills
Risk Management, Tax, Finance, Estate Planning, Wealth, Employee Benefits, Income Tax
Education
Rutgers University-New Brunswick 2004 — 2006
MSW, Social Work
Michigan State University 1998 — 2002
BA, Communication/PR/Social Sciences
The Ayco Company, L.P. August 2006 - Present
Skills
Risk Management, Tax, Finance, Estate Planning, Wealth, Employee Benefits, Income Tax
Education
Rutgers University-New Brunswick 2004 — 2006
MSW, Social Work
Michigan State University 1998 — 2002
BA, Communication/PR/Social Sciences
Stacey Semprevio's The Ayco Company, L.P. Experience January 1999 - Present
Job Senior Case Specialist at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. January 1999 - Present
Skills
Insurance, Case Management, Underwriting, Microsoft Excel, Life Insurance, Outlook, Microsoft Office
Education
Hudson Valley Community College
Associate's degree, Business Administration and Management, General
University at Albany, SUNY
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
The Ayco Company, L.P. January 1999 - Present
Skills
Insurance, Case Management, Underwriting, Microsoft Excel, Life Insurance, Outlook, Microsoft Office
Education
Hudson Valley Community College
Associate's degree, Business Administration and Management, General
University at Albany, SUNY
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Frank Scotti's The Ayco Company, L.P. Experience 2001 - 2004
Job SS&C Technologies
Industry Accounting
Experience
SS&C Technologies 2004 - Present
The Ayco Company, L.P. 2001 - 2004
Education
The College of Saint Rose 2003 — 2004
MBA
Siena College 1997 — 2001
BS, Finance
SS&C Technologies 2004 - Present
The Ayco Company, L.P. 2001 - 2004
Education
The College of Saint Rose 2003 — 2004
MBA
Siena College 1997 — 2001
BS, Finance
Michele Hilt's The Ayco Company, L.P. Experience May 1999 - May 2000
Job
Industry
Experience
Hartford Life Insurance Company February 2009 - March 2012
Hartford Life Insurance Company May 2000 - July 2008
The Ayco Company, L.P. May 1999 - May 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
Hudson Valley Community College
Associate of Arts and Sciences (AAS), Business
Hartford Life Insurance Company February 2009 - March 2012
Hartford Life Insurance Company May 2000 - July 2008
The Ayco Company, L.P. May 1999 - May 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
Hudson Valley Community College
Associate of Arts and Sciences (AAS), Business
Joseph Vet, Jr's The Ayco Company, L.P. Experience December 2000 - September 2011
Job Senior Account Manager at Bender Lane Advisory, LLC
Industry Financial Services
Experience
Bender Lane Advisory, LLC September 2011 - Present
The Ayco Company, L.P. December 2000 - September 2011
Sanford C. Bernstein April 1999 - November 2000
Deloitte May 1997 - March 1999
Education
Le Moyne College 1991 — 1995
BS, Accounting
Bender Lane Advisory, LLC September 2011 - Present
The Ayco Company, L.P. December 2000 - September 2011
Sanford C. Bernstein April 1999 - November 2000
Deloitte May 1997 - March 1999
Education
Le Moyne College 1991 — 1995
BS, Accounting
Clark Coley, CPA's The Ayco Company, L.P. Experience January 2008 - December 2014
Job Senior Manager at Grassi & Co.
Industry Financial Services
Experience
Grassi & Co. January 2015 - Present
The Ayco Company, L.P. January 2008 - December 2014
Marks Paneth & Shron LLP October 2005 - January 2008
Mahoney Cohen / CBIZ MHM, LLC September 1998 - October 2005
William E. Durborow, CPA, PC January 1996 - September 1998
Skills
Income Tax, Tax Preparation, Tax Research, High Net Worth..., Financial Accounting, Personal Tax Planning, Tax Advisory
Education
Hofstra University 1990 — 1995
Grassi & Co. January 2015 - Present
The Ayco Company, L.P. January 2008 - December 2014
Marks Paneth & Shron LLP October 2005 - January 2008
Mahoney Cohen / CBIZ MHM, LLC September 1998 - October 2005
William E. Durborow, CPA, PC January 1996 - September 1998
Skills
Income Tax, Tax Preparation, Tax Research, High Net Worth..., Financial Accounting, Personal Tax Planning, Tax Advisory
Education
Hofstra University 1990 — 1995
Maribeth Jahn's The Ayco Company, L.P. Experience January 2013 - Present
Job Case Specialist at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. January 2013 - Present
Skills
Insurance, Underwriting, Risk Management, Life Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Investments, Microsoft Excel, Outlook, Fixed Annuities, Mutual Funds, Access, Credit, Retirement
Education
Marist College 1979 — 1981
Bachelor of Science (B.S.), Criminal Justice
The Ayco Company, L.P. January 2013 - Present
Skills
Insurance, Underwriting, Risk Management, Life Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Investments, Microsoft Excel, Outlook, Fixed Annuities, Mutual Funds, Access, Credit, Retirement
Education
Marist College 1979 — 1981
Bachelor of Science (B.S.), Criminal Justice
Yue Li, CPA, MBA's The Ayco Company, L.P. Experience January 2013 - Present
Job Tax Associate at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. January 2013 - Present
The Center for Special Needs Trust Administration, Inc January 2004 - Present
New York State Office of General Services Division of Financial Administration September 2003 - December 2003
Southwest Florida Water Management District June 2002 - August 2002
Changchun Commercial Bank December 1997 - May 2001
China Construction Bank August 1988 - November 1997
Skills
Fiduciary Management, Trust Management, Tax Preparation, Wealth Management, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Finance, Due Diligence, Tax
Education
The College of Saint Rose 2002 — 2003
Master of Science (M.S.), Accounting
Saint Leo University 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Jilin University 1984 — 1988
Bachelor of Science (B.S.), Engineering
The Ayco Company, L.P. January 2013 - Present
The Center for Special Needs Trust Administration, Inc January 2004 - Present
New York State Office of General Services Division of Financial Administration September 2003 - December 2003
Southwest Florida Water Management District June 2002 - August 2002
Changchun Commercial Bank December 1997 - May 2001
China Construction Bank August 1988 - November 1997
Skills
Fiduciary Management, Trust Management, Tax Preparation, Wealth Management, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Finance, Due Diligence, Tax
Education
The College of Saint Rose 2002 — 2003
Master of Science (M.S.), Accounting
Saint Leo University 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Jilin University 1984 — 1988
Bachelor of Science (B.S.), Engineering
Emily Pawlak's The Ayco Company, L.P. Experience July 2008 - Present
Job Senior Analyst The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. July 2008 - Present
Times Union 2003 - 2008
Times Union 1997 - 2003
Skills
Budget Process, Time Management, Event Planning, Donor Advised Funds, Customer Relations, High Level Of..., Customer Service, Strategic Planning, Management, Leadership, Editing, Social Networking
Education
SUNY Empire State College 1998 — 2001
Master's degree, Business and Policy Studies
SUNY Empire State College 1996 — 1997
Bachelor of Applied Science (BASc), Business/ Psychology
Schenectady County Community College 1991 — 1995
Associate of Arts and Sciences (A.A.S.), Accounting
The Ayco Company, L.P. July 2008 - Present
Times Union 2003 - 2008
Times Union 1997 - 2003
Skills
Budget Process, Time Management, Event Planning, Donor Advised Funds, Customer Relations, High Level Of..., Customer Service, Strategic Planning, Management, Leadership, Editing, Social Networking
Education
SUNY Empire State College 1998 — 2001
Master's degree, Business and Policy Studies
SUNY Empire State College 1996 — 1997
Bachelor of Applied Science (BASc), Business/ Psychology
Schenectady County Community College 1991 — 1995
Associate of Arts and Sciences (A.A.S.), Accounting
Taylor Rodger's The Ayco Company, L.P. Experience August 2004 - August 2006
Job Treasury Manager at Ace Parking
Industry Hospitality
Experience
Palecek Consulting Group January 2011 - Present
Ace Parking December 2007 - Present
The Ayco Company, L.P. August 2004 - August 2006
Skills
Forecasting, Financial Analysis, Microsoft Excel, Financial Modeling, Strategic Financial..., Strategic Planning, Investments, Analysis, Microsoft Office, Process Improvement, Management
Education
San Diego State University-California State University 2002 — 2004
Master of Business Administration (MBA), Finance, General
UCLA 1998 — 2002
Bachelor of Arts (BA), Economics
Palecek Consulting Group January 2011 - Present
Ace Parking December 2007 - Present
The Ayco Company, L.P. August 2004 - August 2006
Skills
Forecasting, Financial Analysis, Microsoft Excel, Financial Modeling, Strategic Financial..., Strategic Planning, Investments, Analysis, Microsoft Office, Process Improvement, Management
Education
San Diego State University-California State University 2002 — 2004
Master of Business Administration (MBA), Finance, General
UCLA 1998 — 2002
Bachelor of Arts (BA), Economics
Hallie Bernstein's The Ayco Company, L.P. Experience January 2013 - Present
Job Senior Project Manager Seminar Content Manager at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. January 2013 - Present
The Ayco Company, L.P. July 2008 - January 2013
Goldman Sachs June 2007 - August 2007
Education
Union Graduate College 2011 — 2012
Master of Business Administration (M.B.A.)
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance
The Ayco Company, L.P. January 2013 - Present
The Ayco Company, L.P. July 2008 - January 2013
Goldman Sachs June 2007 - August 2007
Education
Union Graduate College 2011 — 2012
Master of Business Administration (M.B.A.)
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Bilal Shabazz's The Ayco Company, L.P. Experience June 2011 - September 2011
Job Graduate of Massachusetts College of Liberal Arts
Industry Financial Services
Experience
Massachusetts College of Liberal Arts September 2012 - May 2013
The Ayco Company, L.P. June 2011 - September 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Office Management, High Organizational..., Leadership, True Team Player
Education
Massachusetts College of Liberal Arts 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Massachusetts College of Liberal Arts September 2012 - May 2013
The Ayco Company, L.P. June 2011 - September 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Office Management, High Organizational..., Leadership, True Team Player
Education
Massachusetts College of Liberal Arts 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business