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
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The Ayco Company, L.P. Employees
Employee
Years
Job
Industry
Nanor Asadorian Nanor Asadorian's The Ayco Company, L.P. Experience February 2013 - July 2014
Job Financial Analyst at Warner Bros. Entertainment Group of Companies
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies July 2014 - Present
The Ayco Company, L.P. February 2013 - July 2014
Merrill Lynch September 2012 - December 2012
Skills
Social Media, Pricing Strategy, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Leadership, Financial Research, Research Projects, Negotiation, Consumer Behaviour, Race & Ethnic Relations, Philosophy
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
UCLA Anderson School of Management
Riordan MBA Fellowship c/o 2015
Warner Bros. Entertainment Group of Companies July 2014 - Present
The Ayco Company, L.P. February 2013 - July 2014
Merrill Lynch September 2012 - December 2012
Skills
Social Media, Pricing Strategy, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Leadership, Financial Research, Research Projects, Negotiation, Consumer Behaviour, Race & Ethnic Relations, Philosophy
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
UCLA Anderson School of Management
Riordan MBA Fellowship c/o 2015
Stephen Bertani's The Ayco Company, L.P. Experience February 2012 - August 2012
Job Inventory Coordinator at VWR Catalyst
Industry Biotechnology
Experience
VWR June 2015 - Present
GameStop November 2011 - June 2015
Prime Buchholz July 2013 - September 2013
The Ayco Company, L.P. February 2012 - August 2012
Schenectady Community Action Program March 2011 - September 2011
Skills
Finance, Analysis, Account Reconciliation, Management, Budgets, Accounts Payable, General Ledger, Sales, Customer Service, Invoicing, Data Entry, Investments, Inventory Management, Program Management, Accounting, PowerPoint, Microsoft Excel, Financial Reporting, Financial Analysis, Microsoft Office, Financial Accounting, Leadership, Microsoft Word, Time Management, Portfolio Management, Business Analysis
Education
The College of Saint Rose 2005 — 2010
Bachelor of Science (B.S.), Accounting
VWR June 2015 - Present
GameStop November 2011 - June 2015
Prime Buchholz July 2013 - September 2013
The Ayco Company, L.P. February 2012 - August 2012
Schenectady Community Action Program March 2011 - September 2011
Skills
Finance, Analysis, Account Reconciliation, Management, Budgets, Accounts Payable, General Ledger, Sales, Customer Service, Invoicing, Data Entry, Investments, Inventory Management, Program Management, Accounting, PowerPoint, Microsoft Excel, Financial Reporting, Financial Analysis, Microsoft Office, Financial Accounting, Leadership, Microsoft Word, Time Management, Portfolio Management, Business Analysis
Education
The College of Saint Rose 2005 — 2010
Bachelor of Science (B.S.), Accounting
Stefan Oglevee Stefan Oglevee's The Ayco Company, L.P. Experience September 1998 - May 2011
Job Senior Vice President Wealth Management UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2011 - Present
The Ayco Company, L.P. September 1998 - May 2011
Education
Franklin Pierce Law Center 1995 — 1998
Doctor of Law (J.D.)
University of New Hampshire - Whittemore School of Business and Economics 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
UBS Financial Services, Inc. September 2011 - Present
The Ayco Company, L.P. September 1998 - May 2011
Education
Franklin Pierce Law Center 1995 — 1998
Doctor of Law (J.D.)
University of New Hampshire - Whittemore School of Business and Economics 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Nicole Galofaro's The Ayco Company, L.P. Experience June 2012 - July 2013
Job at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
The Ayco Company, L.P. June 2012 - July 2013
The Ayco Company, L.P. May 2011 - May 2012
State Street Bank January 2012 - April 2012
Skills
Analytics, Customer Service, Trading, Organization, Mutual Funds, Continuous Improvement, Personal Development, Multi Tasking, Employee Training, Compliance, Communication, Microsoft Office
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
University of London
Citi July 2013 - Present
The Ayco Company, L.P. June 2012 - July 2013
The Ayco Company, L.P. May 2011 - May 2012
State Street Bank January 2012 - April 2012
Skills
Analytics, Customer Service, Trading, Organization, Mutual Funds, Continuous Improvement, Personal Development, Multi Tasking, Employee Training, Compliance, Communication, Microsoft Office
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
University of London
Carey (Gentile) Shoen, MBA Carey (Gentile) Shoen, MBA's The Ayco Company, L.P. Experience May 2002 - August 2003
Job Financial Operations Analyst at General Electric (GE)
Industry Electrical/Electronic Manufacturing
Experience
General Electric (GE) September 2013 - Present
General Electric March 2011 - September 2013
General Electric April 2007 - March 2011
The Ayco Company, A Goldman Sachs Company August 2003 - March 2007
The Ayco Company, L.P. May 2002 - August 2003
The Ayco Company, L.P. May 1998 - May 2002
Skills
Member of Toastmasters, Investments, Analysis, Six Sigma, Process Improvement, Payroll Taxes, Employee Benefits, Project Management, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Compliance, Vendor Management, Customer Service, Leadership, Payroll
Education
SUNY Albany 1999 — 2002
Master's degree, Business Administration and Management, General
State University of New York College of Agriculture and Technology at Cobleskill 1993 — 1996
Bachelor's degree, Animal Sciences
General Electric (GE) September 2013 - Present
General Electric March 2011 - September 2013
General Electric April 2007 - March 2011
The Ayco Company, A Goldman Sachs Company August 2003 - March 2007
The Ayco Company, L.P. May 2002 - August 2003
The Ayco Company, L.P. May 1998 - May 2002
Skills
Member of Toastmasters, Investments, Analysis, Six Sigma, Process Improvement, Payroll Taxes, Employee Benefits, Project Management, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Compliance, Vendor Management, Customer Service, Leadership, Payroll
Education
SUNY Albany 1999 — 2002
Master's degree, Business Administration and Management, General
State University of New York College of Agriculture and Technology at Cobleskill 1993 — 1996
Bachelor's degree, Animal Sciences
Erick Richardson, CRPC Erick Richardson, CRPC's The Ayco Company, L.P. Experience June 1997 - July 2006
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2006 - Present
The Ayco Company, L.P. June 1997 - July 2006
Education
State University of New York at Albany 1993 — 1996
Bachelor of Science (B.S.), Economics
Merrill Lynch July 2006 - Present
The Ayco Company, L.P. June 1997 - July 2006
Education
State University of New York at Albany 1993 — 1996
Bachelor of Science (B.S.), Economics
Nana Duah-Yentumi Nana Duah-Yentumi's The Ayco Company, L.P. Experience February 2008 - August 2009
Job Business Analyst at ChenMed
Industry Medical Practice
Experience
ChenMed September 2015 - Present
DUYENT GLOBAL INC August 2012 - Present
Edward Jones January 2012 - August 2012
Linky Group Inc January 2010 - December 2011
The Ayco Company, L.P. February 2008 - August 2009
Williams Financial Management June 2006 - May 2007
Skills
Alternative Investments, Capital Markets, Wealth Management, Financial Planning, Asset Management, Portfolio Management, Corporate Finance, Equities, Financial Analysis, Finance, Private Equity, Real Estate, Economics, Asset Allocation, Investments, Investment Banking
Education
Union Graduate College 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Finance, Accounting
Southern Vermont College 2003 — 2007
Bachelor's Degree, Accounting and Business/Management
ChenMed September 2015 - Present
DUYENT GLOBAL INC August 2012 - Present
Edward Jones January 2012 - August 2012
Linky Group Inc January 2010 - December 2011
The Ayco Company, L.P. February 2008 - August 2009
Williams Financial Management June 2006 - May 2007
Skills
Alternative Investments, Capital Markets, Wealth Management, Financial Planning, Asset Management, Portfolio Management, Corporate Finance, Equities, Financial Analysis, Finance, Private Equity, Real Estate, Economics, Asset Allocation, Investments, Investment Banking
Education
Union Graduate College 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Finance, Accounting
Southern Vermont College 2003 — 2007
Bachelor's Degree, Accounting and Business/Management
Aaron Meyers Aaron Meyers's The Ayco Company, L.P. Experience February 2013 - May 2013
Job Global Technical Support Representative at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP September 2013 - Present
The Ayco Company, L.P. February 2013 - May 2013
Allianz Global Investors January 2010 - January 2011
American Museum of Natural History September 2007 - May 2008
Skills
Windows 7, Help Desk Support, Printers, Microsoft Office, XP, Active Directory, Bloomberg Terminal
Education
Skidmore College 2009 — 2013
Bachelor's degree, Psychology
Trevor Day School 2005 — 2009
Bloomberg LP September 2013 - Present
The Ayco Company, L.P. February 2013 - May 2013
Allianz Global Investors January 2010 - January 2011
American Museum of Natural History September 2007 - May 2008
Skills
Windows 7, Help Desk Support, Printers, Microsoft Office, XP, Active Directory, Bloomberg Terminal
Education
Skidmore College 2009 — 2013
Bachelor's degree, Psychology
Trevor Day School 2005 — 2009
Nicholas Gerli Nicholas Gerli's The Ayco Company, L.P. Experience June 2010 - May 2011
Job Underwriting Analyst at UC Funding LLC
Industry Commercial Real Estate
Experience
UC Funds September 2011 - Present
The Ayco Company, L.P. June 2010 - May 2011
St. Jude Children's Research Hospital June 2009 - September 2009
Skills
Microsoft Excel, Underwriting, Financial Analysis, Financial Modeling, Real Estate Economics, Valuation, Investments, Real Estate, Insurance, Financial Structuring, Analysis, Commercial Mortgages, Access, PowerPoint, Loans, Strategic Planning, Finance
Education
Siena College 2007 — 2011
Bachelor's degree, Economics, 3.88
London School of Economics and Political Science 2009 — 2010
General Course, Economics, 3.40
UC Funds September 2011 - Present
The Ayco Company, L.P. June 2010 - May 2011
St. Jude Children's Research Hospital June 2009 - September 2009
Skills
Microsoft Excel, Underwriting, Financial Analysis, Financial Modeling, Real Estate Economics, Valuation, Investments, Real Estate, Insurance, Financial Structuring, Analysis, Commercial Mortgages, Access, PowerPoint, Loans, Strategic Planning, Finance
Education
Siena College 2007 — 2011
Bachelor's degree, Economics, 3.88
London School of Economics and Political Science 2009 — 2010
General Course, Economics, 3.40
Wendy Roy Wendy Roy's The Ayco Company, L.P. Experience October 1995 - November 2001
Job Executive Director, Fiduciary/Trust Tax Services & Fiduciary/Trust & Estate Accounting Services at EY
Industry Financial Services
Experience
EY November 2001 - Present
The Ayco Company, L.P. October 1995 - November 2001
Manpower Inc. November 1992 - October 1995
Education
State University of New York at Albany 1999 — 2001
Master, Business Administration
State University of New York at Albany 1988 — 1992
Bachelor of Science, Accounting
EY November 2001 - Present
The Ayco Company, L.P. October 1995 - November 2001
Manpower Inc. November 1992 - October 1995
Education
State University of New York at Albany 1999 — 2001
Master, Business Administration
State University of New York at Albany 1988 — 1992
Bachelor of Science, Accounting
Erik Slechta Erik Slechta's The Ayco Company, L.P. Experience May 2001 - May 2002
Job Senior Counsel at Skinner Law Group
Industry Consumer Services
Experience
Skinner Law Group January 2014 - Present
Aramark Uniform Services January 2009 - January 2014
WTAS 2005 - 2008
Sattar and Slechta 2003 - 2005
Deloitte Tax May 2002 - May 2003
The Ayco Company, L.P. May 2001 - May 2002
Arthur Andersen LLP June 1998 - May 2001
Skills
Sales Tax, Tax Law, Tax Research, State Tax Planning, Property Tax, Tax Audit Representation
Education
Syracuse University College of Law 1996 — 1999
JD
University of California, San Diego 1991 — 1995
BA, Economics
Skinner Law Group January 2014 - Present
Aramark Uniform Services January 2009 - January 2014
WTAS 2005 - 2008
Sattar and Slechta 2003 - 2005
Deloitte Tax May 2002 - May 2003
The Ayco Company, L.P. May 2001 - May 2002
Arthur Andersen LLP June 1998 - May 2001
Skills
Sales Tax, Tax Law, Tax Research, State Tax Planning, Property Tax, Tax Audit Representation
Education
Syracuse University College of Law 1996 — 1999
JD
University of California, San Diego 1991 — 1995
BA, Economics
Scott Cahill Scott Cahill's The Ayco Company, L.P. Experience June 2003 - July 2004
Job Account Executive at The Murray Group Insurance Services
Industry Insurance
Experience
The Murray Group February 2006 - Present
Prudential Financial July 2004 - February 2006
The Ayco Company, L.P. June 2003 - July 2004
Skills
Financial Analysis, Commercial Insurance, Property & Casualty..., Life Insurance, Disability Insurance
Education
University at Albany 2001 — 2003
Bachelor of Business Administration (BBA), Finance, General
SUNY Cortland 1999 — 2001
The Murray Group February 2006 - Present
Prudential Financial July 2004 - February 2006
The Ayco Company, L.P. June 2003 - July 2004
Skills
Financial Analysis, Commercial Insurance, Property & Casualty..., Life Insurance, Disability Insurance
Education
University at Albany 2001 — 2003
Bachelor of Business Administration (BBA), Finance, General
SUNY Cortland 1999 — 2001
Nina Kostyk Nina Kostyk's The Ayco Company, L.P. Experience October 2009 - July 2010
Job Accountant
Industry Accounting
Experience
Examiner.com April 2014 - Present
Merlin International March 2011 - December 2013
Northeast Utilities June 2010 - March 2011
The Ayco Company, L.P. October 2009 - July 2010
Big Fish Promotions May 2006 - August 2008
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, Finance, Budgets, Microsoft Office, Analysis, Accounts Payable, Accounts Receivable, Invoicing, Time Management, Teamwork, Cognos, Deltek, Journal Entries, GAAP, Accruals, Revenue Recognition, General Ledger, Microsoft Word, PowerPoint, Government Contracting, Bank Reconciliation, Project Accounting
Education
Siena College 2006 — 2010
BS, Accounting
CEFAM, Centre D'Etudes Franco Americain de Management 2009 — 2009
Examiner.com April 2014 - Present
Merlin International March 2011 - December 2013
Northeast Utilities June 2010 - March 2011
The Ayco Company, L.P. October 2009 - July 2010
Big Fish Promotions May 2006 - August 2008
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, Finance, Budgets, Microsoft Office, Analysis, Accounts Payable, Accounts Receivable, Invoicing, Time Management, Teamwork, Cognos, Deltek, Journal Entries, GAAP, Accruals, Revenue Recognition, General Ledger, Microsoft Word, PowerPoint, Government Contracting, Bank Reconciliation, Project Accounting
Education
Siena College 2006 — 2010
BS, Accounting
CEFAM, Centre D'Etudes Franco Americain de Management 2009 — 2009
Anya Tirelli's The Ayco Company, L.P. Experience March 2013 - November 2013
Job Intern Level 2 at The Ayco Company, L.P.
Industry Accounting
Experience
The Camp Group, LLC June 2014 - August 2014
Law Offices of Garvey, Tirelli, & Cushner Ltd. June 2010 - January 2014
The Ayco Company, L.P. March 2013 - November 2013
Law Offices of Linda Tirelli May 2009 - September 2012
Skills
Series 7, Retirement Planning, Wealth Management, Financial Modeling, Financial Analysis, Estate Planning, FINRA, Securities, Series 63, Mutual Funds, Investment Advisory, Alternative Investments, Asset Allocation, Investment Management, Uniform Combined State..., Financial Planners, Investment Strategies, Retirement, Financial Advisory, Hedge Funds, Investments, Bloomberg, 401k
Education
State University of New York at Albany 2011 — 2015
Bachelor of Science (B.S.), Accounting and Business/Management
The Camp Group, LLC June 2014 - August 2014
Law Offices of Garvey, Tirelli, & Cushner Ltd. June 2010 - January 2014
The Ayco Company, L.P. March 2013 - November 2013
Law Offices of Linda Tirelli May 2009 - September 2012
Skills
Series 7, Retirement Planning, Wealth Management, Financial Modeling, Financial Analysis, Estate Planning, FINRA, Securities, Series 63, Mutual Funds, Investment Advisory, Alternative Investments, Asset Allocation, Investment Management, Uniform Combined State..., Financial Planners, Investment Strategies, Retirement, Financial Advisory, Hedge Funds, Investments, Bloomberg, 401k
Education
State University of New York at Albany 2011 — 2015
Bachelor of Science (B.S.), Accounting and Business/Management
Katie Seay, CFP® Katie Seay, CFP®'s The Ayco Company, L.P. Experience February 2010 - June 2012
Job Director of Financial Planning at The Trust Company
Industry Financial Services
Experience
The Trust Co October 2012 - Present
The Ayco Company, L.P. February 2010 - June 2012
Skills
Tax, Estate Planning, Retirement Planning, Investment Planning, Insurance Planning, Employee Benefits, Strategic Financial...
Education
The University of Georgia 2006 — 2009
Bachelor of Science in Family and Consumer Sciences, Family Financial Planning
The Trust Co October 2012 - Present
The Ayco Company, L.P. February 2010 - June 2012
Skills
Tax, Estate Planning, Retirement Planning, Investment Planning, Insurance Planning, Employee Benefits, Strategic Financial...
Education
The University of Georgia 2006 — 2009
Bachelor of Science in Family and Consumer Sciences, Family Financial Planning
Jo Anne Thompson Jo Anne Thompson's The Ayco Company, L.P. Experience 1997 - 2001
Job Home Healthcare Provider at Help at Home, Inc
Industry Hospital & Health Care
Experience
Help at Home, Inc Executive Administrative AssistantFenwal, Inc., a Fresenius Kabi Company2008 - 2008
The Ayco Company, L.P. 1997 - 2001
Skills
Home Care, Cpr Certified
Education
Trinity International University
Music Performance, General
Help at Home, Inc Executive Administrative AssistantFenwal, Inc., a Fresenius Kabi Company2008 - 2008
The Ayco Company, L.P. 1997 - 2001
Skills
Home Care, Cpr Certified
Education
Trinity International University
Music Performance, General
Melanie Palmer, CFP®'s The Ayco Company, L.P. Experience July 2007 - July 2010
Job Portfolio Manager
Industry Investment Management
Experience
Asset One, LLC August 2010 - Present
The Ayco Company, L.P. July 2007 - July 2010
Ameriprise Financial March 2007 - July 2007
Skills
Portfolio Management, Wealth Management, Series 7, Finance, FINRA, Investment Strategies, Strategic Financial..., Estate Planning, Alternative Investments, Personal Financial..., Financial Advisory, Certified Financial..., High Net Worth..., Financial Modeling, Financial Analysis, Financial Goals, Wealth, Financial Planning
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Finance, Finance, General
High School 1997 — 2001
Asset One, LLC August 2010 - Present
The Ayco Company, L.P. July 2007 - July 2010
Ameriprise Financial March 2007 - July 2007
Skills
Portfolio Management, Wealth Management, Series 7, Finance, FINRA, Investment Strategies, Strategic Financial..., Estate Planning, Alternative Investments, Personal Financial..., Financial Advisory, Certified Financial..., High Net Worth..., Financial Modeling, Financial Analysis, Financial Goals, Wealth, Financial Planning
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Finance, Finance, General
High School 1997 — 2001
Brandon Siebert Brandon Siebert's The Ayco Company, L.P. Experience March 2007 - Present
Job Financial Planner at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. March 2007 - Present
AEGON Americas October 2004 - February 2007
The Walt Disney Company January 2003 - May 2003
Skills
Insurance, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Series 7, Investment Advisory, Asset Allocation, Investments, Retirement, Mutual Funds, Portfolio Management, Asset Management, Financial Analysis, Life Insurance, Investment Strategies, Wealth Management..., 401k, High Net Worth..., Wealth, Securities
Education
SUNY Albany 2008 — 2010
MBA
SUNY Oswego 2000 — 2004
B.A. Economics, B.S. Finance
The Ayco Company, L.P. March 2007 - Present
AEGON Americas October 2004 - February 2007
The Walt Disney Company January 2003 - May 2003
Skills
Insurance, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Series 7, Investment Advisory, Asset Allocation, Investments, Retirement, Mutual Funds, Portfolio Management, Asset Management, Financial Analysis, Life Insurance, Investment Strategies, Wealth Management..., 401k, High Net Worth..., Wealth, Securities
Education
SUNY Albany 2008 — 2010
MBA
SUNY Oswego 2000 — 2004
B.A. Economics, B.S. Finance
Michael Erbaio, MBA Michael Erbaio, MBA's The Ayco Company, L.P. Experience February 1996 - March 2004
Job Senior Relationship Manager at Shamrock Asset Management
Industry Wholesale
Experience
Shamrock Asset Management May 2014 - Present
ECV - Erbaio Capital Ventures Inc. August 2013 - Present
TIAA-CREF February 2013 - August 2013
VALIC 2012 - 2013
Fidelity Investments December 2005 - July 2012
Legg Mason 2004 - 2005
Wealth Enhancement Group March 2004 - September 2004
The Ayco Company, L.P. February 1996 - March 2004
ADP 1995 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Siena College 1993 — 1995
Bachelor of Arts (B.A.), History
Lakeland High School
Shamrock Asset Management May 2014 - Present
ECV - Erbaio Capital Ventures Inc. August 2013 - Present
TIAA-CREF February 2013 - August 2013
VALIC 2012 - 2013
Fidelity Investments December 2005 - July 2012
Legg Mason 2004 - 2005
Wealth Enhancement Group March 2004 - September 2004
The Ayco Company, L.P. February 1996 - March 2004
ADP 1995 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Siena College 1993 — 1995
Bachelor of Arts (B.A.), History
Lakeland High School
Steven Gottmann Steven Gottmann's The Ayco Company, L.P. Experience January 1997 - January 1999
Job Principal Attorney at Ginley & Gottmann P.C. and Malta Town Justice
Industry Law Practice
Experience
Town of Malta NY 2014 - Present
Split Rock Real Estate 2014 - Present
Ginley & Gottmann P.C. March 1998 - Present
The Ayco Company, L.P. January 1997 - January 1999
Skills
Real Estate, Employee Relations, Budgets, Microsoft Office, Estate Planning, Real Estate Transactions, Powers of Attorney, Microsoft Word, Real Estate Development, Retirement Planning, Small Business, Criminal Defense, Public Speaking, Negotiation, Wills, Business Formation, Zoning, Nonprofits, Contract Negotiation, Business Litigation, Preparation of Wills, Estate Administration, Property Law, Trusts, Estate Tax Planning, Real Property, Estate Law
Education
University of Denver 1994 — 1996
Master of Laws (LLM), Taxation
Syracuse University College of Law 1991 — 1994
Juris Doctor, Law, Cum Laude
University of Delaware 1988 — 1991
Bachelor's degree, Pre law
Town of Malta NY 2014 - Present
Split Rock Real Estate 2014 - Present
Ginley & Gottmann P.C. March 1998 - Present
The Ayco Company, L.P. January 1997 - January 1999
Skills
Real Estate, Employee Relations, Budgets, Microsoft Office, Estate Planning, Real Estate Transactions, Powers of Attorney, Microsoft Word, Real Estate Development, Retirement Planning, Small Business, Criminal Defense, Public Speaking, Negotiation, Wills, Business Formation, Zoning, Nonprofits, Contract Negotiation, Business Litigation, Preparation of Wills, Estate Administration, Property Law, Trusts, Estate Tax Planning, Real Property, Estate Law
Education
University of Denver 1994 — 1996
Master of Laws (LLM), Taxation
Syracuse University College of Law 1991 — 1994
Juris Doctor, Law, Cum Laude
University of Delaware 1988 — 1991
Bachelor's degree, Pre law
Rachelle Huston Rachelle Huston's The Ayco Company, L.P. Experience January 2011 - May 2012
Job Accountant at Chumsky & Collins, CPA
Industry Accounting
Experience
Chumsky & Collins, CPA September 2015 - Present
Private Farms August 2007 - Present
Piaker & Lyons, CPA's August 2014 - September 2015
Gault Chevrolet Co., Inc. October 2013 - August 2014
Gault Chevrolet Co., Inc. June 2013 - August 2014
Accounts Receivable/Inventory Clerk May 2012 - May 2013
The Ayco Company, L.P. January 2011 - May 2012
Siena College September 2009 - May 2012
Manley's Mighty Mart May 2010 - September 2011
Burger King February 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Filing, Social Media Marketing, Access, Reynolds and Reynolds, DealerTrack, General Ledger, Accounts Receivable, Financial Accounting, Customer Service, Time Management, Tax, Inventory Management, Accounting, Teamwork, Outlook, Auditing, Databases, Process Improvement, Lotus Notes, Social Media, Strategic Planning, QuickBooks, Data Entry, Financial Reporting, Software Documentation, Team Building, Photoshop, Microsoft Word, Microsoft Office, Management, Financial Analysis, Social Networking, Adobe Acrobat, Project Management, Budgets
Education
Ithaca College 2013 — 2014
Master of Business Administration (MBA), Accounting
Siena College 2009 — 2012
Bachelor of Arts, Accounting
Harpursville Central School 1996 — 2009
Advanced Regents Diploma
Chumsky & Collins, CPA September 2015 - Present
Private Farms August 2007 - Present
Piaker & Lyons, CPA's August 2014 - September 2015
Gault Chevrolet Co., Inc. October 2013 - August 2014
Gault Chevrolet Co., Inc. June 2013 - August 2014
Accounts Receivable/Inventory Clerk May 2012 - May 2013
The Ayco Company, L.P. January 2011 - May 2012
Siena College September 2009 - May 2012
Manley's Mighty Mart May 2010 - September 2011
Burger King February 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Filing, Social Media Marketing, Access, Reynolds and Reynolds, DealerTrack, General Ledger, Accounts Receivable, Financial Accounting, Customer Service, Time Management, Tax, Inventory Management, Accounting, Teamwork, Outlook, Auditing, Databases, Process Improvement, Lotus Notes, Social Media, Strategic Planning, QuickBooks, Data Entry, Financial Reporting, Software Documentation, Team Building, Photoshop, Microsoft Word, Microsoft Office, Management, Financial Analysis, Social Networking, Adobe Acrobat, Project Management, Budgets
Education
Ithaca College 2013 — 2014
Master of Business Administration (MBA), Accounting
Siena College 2009 — 2012
Bachelor of Arts, Accounting
Harpursville Central School 1996 — 2009
Advanced Regents Diploma
Catie Stewart's The Ayco Company, L.P. Experience June 2011 - Present
Job Senior Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. June 2011 - Present
Miller Wealth Financial May 2010 - July 2010
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Microsoft Excel, Asset Allocation, Personal Finance, Retirement, Investment Strategies, Investment Advisory, Asset Management, Estate Planning, Insurance, Financial Analysis, Series 7, Mutual Funds, Financial Planning
Education
The University of Georgia 2007 — 2011
B.S.F.C.S, Family Financial Planning
The Ayco Company, L.P. June 2011 - Present
Miller Wealth Financial May 2010 - July 2010
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Microsoft Excel, Asset Allocation, Personal Finance, Retirement, Investment Strategies, Investment Advisory, Asset Management, Estate Planning, Insurance, Financial Analysis, Series 7, Mutual Funds, Financial Planning
Education
The University of Georgia 2007 — 2011
B.S.F.C.S, Family Financial Planning
Joseph Gamboni Joseph Gamboni's The Ayco Company, L.P. Experience January 2006 - May 2006
Job Commercial Operations Specialist at Santander Bank
Industry Financial Services
Experience
Banco Santander April 2013 - Present
Brown Brothers Harriman May 2011 - April 2013
TaskStream March 2010 - May 2011
Ipreo July 2006 - July 2008
The Ayco Company, L.P. January 2006 - May 2006
Skills
Salesforce.com, Microsoft Office, WebEx, Process Improvement, Bloomberg, Microsoft Excel, Global Custody, DTC, Superior Client Service, Banking, Training, Fixed Income, Analytics, Finance, Equities, Visio, Management, Financial Analysis, Business Analysis
Education
State University of New York at Albany
Bachelor of Science, Finance/Marketing
Banco Santander April 2013 - Present
Brown Brothers Harriman May 2011 - April 2013
TaskStream March 2010 - May 2011
Ipreo July 2006 - July 2008
The Ayco Company, L.P. January 2006 - May 2006
Skills
Salesforce.com, Microsoft Office, WebEx, Process Improvement, Bloomberg, Microsoft Excel, Global Custody, DTC, Superior Client Service, Banking, Training, Fixed Income, Analytics, Finance, Equities, Visio, Management, Financial Analysis, Business Analysis
Education
State University of New York at Albany
Bachelor of Science, Finance/Marketing
Courtney Adrian's The Ayco Company, L.P. Experience May 2009 - January 2010
Job MPA Candidate, The Maxwell School
Industry Public Policy
Experience
New York State Division of the Budget July 2015 - Present
NYS Assembly January 2012 - June 2014
The Colonie Town Library May 2010 - January 2012
Center For American Progress January 2010 - May 2010
The Ayco Company, L.P. May 2009 - January 2010
The Research Foundation of SUNY October 2008 - May 2009
Skills
Constituent Relations, Public Policy, State Legislation, Energy Policy, SPSS, Education Policy, Economic Policy, Letter Writing, Press Releases, Legislative Relations, Fundraising, Legislative Research, Policy Analysis, Public Speaking, Political Science, Political Campaigns
Education
Syracuse University - Maxwell School 2014 — 2015
Master of Public Administration (M.P.A.), State and Local Finance
SUNY Albany 2008 — 2011
BA, Economics and Public Policy
Shaker High School 2004 — 2008
New York State Division of the Budget July 2015 - Present
NYS Assembly January 2012 - June 2014
The Colonie Town Library May 2010 - January 2012
Center For American Progress January 2010 - May 2010
The Ayco Company, L.P. May 2009 - January 2010
The Research Foundation of SUNY October 2008 - May 2009
Skills
Constituent Relations, Public Policy, State Legislation, Energy Policy, SPSS, Education Policy, Economic Policy, Letter Writing, Press Releases, Legislative Relations, Fundraising, Legislative Research, Policy Analysis, Public Speaking, Political Science, Political Campaigns
Education
Syracuse University - Maxwell School 2014 — 2015
Master of Public Administration (M.P.A.), State and Local Finance
SUNY Albany 2008 — 2011
BA, Economics and Public Policy
Shaker High School 2004 — 2008
Chendell Aufiero's The Ayco Company, L.P. Experience June 2009 - May 2011
Job PCUBED at Deutche Bank
Industry Management Consulting
Experience
Pcubed July 2015 - Present
Pcubed February 2015 - July 2015
Kronos August 2013 - February 2015
TimeLink June 2011 - August 2012
Precision Dance by Chendell June 2008 - June 2012
Eleanor's School of Dance September 2006 - June 2012
The Ayco Company, L.P. June 2009 - May 2011
Pal's Daycare June 2007 - August 2010
Class Act Dance September 2007 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Research, Access, Business Analysis, Customer Service, Financial Analysis, Analysis, Process Improvement, Software Documentation, Program Management, Management, Training, Change Management
Education
Ballston Spa High School
State University of New York at Albany
Bachelor of Science, Financial Analyst Honors Program, 3.76
Pcubed July 2015 - Present
Pcubed February 2015 - July 2015
Kronos August 2013 - February 2015
TimeLink June 2011 - August 2012
Precision Dance by Chendell June 2008 - June 2012
Eleanor's School of Dance September 2006 - June 2012
The Ayco Company, L.P. June 2009 - May 2011
Pal's Daycare June 2007 - August 2010
Class Act Dance September 2007 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Research, Access, Business Analysis, Customer Service, Financial Analysis, Analysis, Process Improvement, Software Documentation, Program Management, Management, Training, Change Management
Education
Ballston Spa High School
State University of New York at Albany
Bachelor of Science, Financial Analyst Honors Program, 3.76
Geoff Snyder Geoff Snyder's The Ayco Company, L.P. Experience May 2007 - February 2011
Job Finance Manager
Industry Online Media
Experience
LIN Digital February 2015 - Present
SABIC Innovative Plastics November 2012 - May 2014
SABIC Innovative Plastics March 2011 - November 2012
The Ayco Company, L.P. May 2007 - February 2011
The Ayco Company, L.P. January 2007 - May 2007
State Farm Insurance June 2006 - August 2006
Skills
Investments, Financial Modeling, Corporate Finance, Financial Analysis, Financial Reporting, Outlook, Strategic Financial...
Education
Union College 2008 — 2010
MBA, Finance
The College of Saint Rose 2003 — 2007
B.S. in Business Management, Finance, Small Business Management, Sport Management
LIN Digital February 2015 - Present
SABIC Innovative Plastics November 2012 - May 2014
SABIC Innovative Plastics March 2011 - November 2012
The Ayco Company, L.P. May 2007 - February 2011
The Ayco Company, L.P. January 2007 - May 2007
State Farm Insurance June 2006 - August 2006
Skills
Investments, Financial Modeling, Corporate Finance, Financial Analysis, Financial Reporting, Outlook, Strategic Financial...
Education
Union College 2008 — 2010
MBA, Finance
The College of Saint Rose 2003 — 2007
B.S. in Business Management, Finance, Small Business Management, Sport Management
Harrison Boxbaum Harrison Boxbaum's The Ayco Company, L.P. Experience March 2009 - April 2012
Job Private Wealth Management at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2012 - Present
The Ayco Company, L.P. March 2009 - April 2012
Education
State University of New York College at Oswego 2004 — 2008
Bachelor of Science (B.S.), Finance and Economics
Goldman Sachs April 2012 - Present
The Ayco Company, L.P. March 2009 - April 2012
Education
State University of New York College at Oswego 2004 — 2008
Bachelor of Science (B.S.), Finance and Economics
John Sobieski John Sobieski's The Ayco Company, L.P. Experience January 2011 - Present
Job Senior Tax Manager National Tax at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P. January 2011 - Present
Cherry, Bekaert & Holland September 2008 - November 2010
WebsterRogers LLP 2005 - 2008
PricewaterhouseCoopers 1999 - 2005
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, CPA, Tax Research, Tax Returns, Partnership Taxation, Estate Tax Planning, Tax Law
Education
University at Albany, SUNY 1998 — 1999
MS, Taxation
The College of Saint Rose 1994 — 1998
BS, Accounting
The Ayco Company, L.P. January 2011 - Present
Cherry, Bekaert & Holland September 2008 - November 2010
WebsterRogers LLP 2005 - 2008
PricewaterhouseCoopers 1999 - 2005
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, CPA, Tax Research, Tax Returns, Partnership Taxation, Estate Tax Planning, Tax Law
Education
University at Albany, SUNY 1998 — 1999
MS, Taxation
The College of Saint Rose 1994 — 1998
BS, Accounting
Jo Ann Bussman's The Ayco Company, L.P. Experience July 2001 - May 2006
Job Tax Preparation
Industry Financial Services
Experience
Self Employed January 2013 - Present
Self-employed Tax Preparer January 2013 - Present
CapCom Financial Services January 2007 - Present
The Ayco Company, L.P. July 2001 - May 2006
The Ayco Company, L.P. November 1993 - July 2001
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investments, Financial Planners, Tax, Tax Preparation, Retirement, Auditing, Series 7, Financial Analysis, Income Tax, Accounting, Mutual Funds, Insurance, Valuation, Investment Advisory, Restricted Stock
Education
SCCC
AAS, Accounting
University at Albany, SUNY
Bus Ed
Self Employed January 2013 - Present
Self-employed Tax Preparer January 2013 - Present
CapCom Financial Services January 2007 - Present
The Ayco Company, L.P. July 2001 - May 2006
The Ayco Company, L.P. November 1993 - July 2001
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investments, Financial Planners, Tax, Tax Preparation, Retirement, Auditing, Series 7, Financial Analysis, Income Tax, Accounting, Mutual Funds, Insurance, Valuation, Investment Advisory, Restricted Stock
Education
SCCC
AAS, Accounting
University at Albany, SUNY
Bus Ed
Molly Bush's The Ayco Company, L.P. Experience January 2008 - May 2010
Job Senior Accountant at Informz
Industry Accounting
Experience
Informz March 2014 - Present
Leverpoint Management July 2012 - March 2014
LeverPoint Management, LLC May 2010 - June 2012
The Ayco Company, L.P. January 2008 - May 2010
Autotask May 2008 - January 2009
Education
Siena College 2006 — 2010
BS Accounting, Accounting
Informz March 2014 - Present
Leverpoint Management July 2012 - March 2014
LeverPoint Management, LLC May 2010 - June 2012
The Ayco Company, L.P. January 2008 - May 2010
Autotask May 2008 - January 2009
Education
Siena College 2006 — 2010
BS Accounting, Accounting
Christopher Nuss, MBA, CLU, ChFC, CLTC Christopher Nuss, MBA, CLU, ChFC, CLTC's The Ayco Company, L.P. Experience 2000 - 2002
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2002 - Present
The Ayco Company, L.P. 2000 - 2002
Kaiser Permanente 1995 - 2000
General Electric 1989 - 1995
Education
State University of New York College at Plattsburgh 1984 — 1988
BA
University at Albany, SUNY
MBA, Business & Finance
Northwestern Mutual Financial Network 2002 - Present
The Ayco Company, L.P. 2000 - 2002
Kaiser Permanente 1995 - 2000
General Electric 1989 - 1995
Education
State University of New York College at Plattsburgh 1984 — 1988
BA
University at Albany, SUNY
MBA, Business & Finance
Mandie Kozlowski Mandie Kozlowski's The Ayco Company, L.P. Experience October 2011 - December 2011
Job Independent Demonstrator Supervisor at Stampin' Up!
Industry Graphic Design
Experience
Bonacio Construction December 2014 - Present
Stampin' Up! January 2010 - Present
Mandieland.com January 2006 - Present
AJ Signs April 2012 - October 2012
The Ayco Company, L.P. October 2011 - December 2011
Sixnet March 2011 - September 2011
Stampin' Up! Independent Demonstrator 2010 - 2011
Albany Talent 2009 - 2011
SIXNET January 2004 - July 2008
Skills
Microsoft Excel, Microsoft Office, Logo Design, Graphic Design, Marketing, Online Advertising, Microsoft Word, SEO, Creative Writing, Art, Posters, Online Marketing, Advertising, Photography, Event Planning
Education
Suny IT 2001 — 2003
BS, Information Design & Technology
Adirondack Community College 1999 — 2001
Associate's Degree, Communication & Media Arts
Bonacio Construction December 2014 - Present
Stampin' Up! January 2010 - Present
Mandieland.com January 2006 - Present
AJ Signs April 2012 - October 2012
The Ayco Company, L.P. October 2011 - December 2011
Sixnet March 2011 - September 2011
Stampin' Up! Independent Demonstrator 2010 - 2011
Albany Talent 2009 - 2011
SIXNET January 2004 - July 2008
Skills
Microsoft Excel, Microsoft Office, Logo Design, Graphic Design, Marketing, Online Advertising, Microsoft Word, SEO, Creative Writing, Art, Posters, Online Marketing, Advertising, Photography, Event Planning
Education
Suny IT 2001 — 2003
BS, Information Design & Technology
Adirondack Community College 1999 — 2001
Associate's Degree, Communication & Media Arts
Gavin George's The Ayco Company, L.P. Experience May 2013 - October 2013
Job Real Estate Tax Intern at PwC
Industry Accounting
Experience
PwC January 2014 - April 2014
The Ayco Company, L.P. May 2013 - October 2013
Skills
Accounting, Microsoft Excel, Tax, Financial Analysis, Financial Accounting, Microsoft Office, QuickBooks, Finance, Bookkeeping, Outlook, Microsoft Word, Time Management, Financial Modeling, Access, PowerPoint
Education
State University of New York at Albany 2014 — 2015
Master's degree, Taxation
University at Albany 2011 — 2013
Bachelor of Science, Accounting
Semester at Sea
PwC January 2014 - April 2014
The Ayco Company, L.P. May 2013 - October 2013
Skills
Accounting, Microsoft Excel, Tax, Financial Analysis, Financial Accounting, Microsoft Office, QuickBooks, Finance, Bookkeeping, Outlook, Microsoft Word, Time Management, Financial Modeling, Access, PowerPoint
Education
State University of New York at Albany 2014 — 2015
Master's degree, Taxation
University at Albany 2011 — 2013
Bachelor of Science, Accounting
Semester at Sea
Dan Hurley Dan Hurley's The Ayco Company, L.P. Experience May 2010 - May 2011
Job Trader at Apex Capital Holdings, LLC
Industry Financial Services
Experience
Apex Capital Holdings, LLC June 2012 - Present
University at Albany School of Business Investment Group October 2010 - May 2012
Eaton Vance May 2011 - August 2011
The Ayco Company, L.P. May 2010 - May 2011
Education
State University of New York at Albany 2008 — 2012
B.S. Business Administration + B.S. Economics, Financial Analysis Honors, 3.82
Apex Capital Holdings, LLC June 2012 - Present
University at Albany School of Business Investment Group October 2010 - May 2012
Eaton Vance May 2011 - August 2011
The Ayco Company, L.P. May 2010 - May 2011
Education
State University of New York at Albany 2008 — 2012
B.S. Business Administration + B.S. Economics, Financial Analysis Honors, 3.82
Karl Bauer Karl Bauer's The Ayco Company, L.P. Experience October 2012 - February 2013
Job Research Associate at Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management January 2015 - Present
Sumitomo Mitsui Banking Corporation July 2014 - December 2014
University at Albany School of Business Investment Group September 2012 - May 2014
KPMG October 2013 - January 2014
Bank of America June 2013 - August 2013
Duff & Phelps February 2013 - March 2013
The Ayco Company, L.P. October 2012 - February 2013
The Ayco Company, L.P. January 2012 - October 2012
Swarovski October 2011 - August 2012
Pictometry International Corp. June 2011 - August 2011
Skills
Financial Modeling, Investments, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Economics, Portfolio Management, Accounting, Public Speaking, Word, Excel, Access, Technical Analysis, Fundamental Research, Bloomberg, Hedge Funds, Energy Industry, FX trading, Fixed Income Analysis, Trading, Financial Analysis, Research
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Financial Analysis Honors Program & Accounting, 3.5
Shenkman Capital Management January 2015 - Present
Sumitomo Mitsui Banking Corporation July 2014 - December 2014
University at Albany School of Business Investment Group September 2012 - May 2014
KPMG October 2013 - January 2014
Bank of America June 2013 - August 2013
Duff & Phelps February 2013 - March 2013
The Ayco Company, L.P. October 2012 - February 2013
The Ayco Company, L.P. January 2012 - October 2012
Swarovski October 2011 - August 2012
Pictometry International Corp. June 2011 - August 2011
Skills
Financial Modeling, Investments, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Economics, Portfolio Management, Accounting, Public Speaking, Word, Excel, Access, Technical Analysis, Fundamental Research, Bloomberg, Hedge Funds, Energy Industry, FX trading, Fixed Income Analysis, Trading, Financial Analysis, Research
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Financial Analysis Honors Program & Accounting, 3.5
Cory Alverson Cory Alverson's The Ayco Company, L.P. Experience May 2013 - Present
Job Financial Analyst at The Ayco Company, L.P.
Industry Marketing and Advertising
Experience
The Ayco Company, L.P. May 2013 - Present
WROC-TV/WUHF-TV August 2009 - April 2013
Skills
Advertising, Advertising Management, Broadcast, Integrated Marketing..., Relationship Marketing, Marketing Communications, Social Media Marketing, Social Media, Marketing, Facebook, Media Planning, Digital Media, Marketing Strategy
Education
SUNY Geneseo 2005 — 2009
BA, Communication
The Ayco Company, L.P. May 2013 - Present
WROC-TV/WUHF-TV August 2009 - April 2013
Skills
Advertising, Advertising Management, Broadcast, Integrated Marketing..., Relationship Marketing, Marketing Communications, Social Media Marketing, Social Media, Marketing, Facebook, Media Planning, Digital Media, Marketing Strategy
Education
SUNY Geneseo 2005 — 2009
BA, Communication
Stacy Shein-Litwak Stacy Shein-Litwak's The Ayco Company, L.P. Experience September 2004 - January 2007
Job Medical Transcriptionist/Secretary at Sunnyview Rehabilitation
Industry Hospital & Health Care
Experience
Sunnyview Rehabiliatation Hospital October 2012 - Present
Stacy's Transcription Services January 2012 - Present
MedQuist September 2010 - January 2012
Nuance Communications April 2008 - June 2010
The Ayco Company, L.P. September 2004 - January 2007
Progressive Insurance March 2003 - May 2004
State Farm Insurance July 1997 - February 2003
Skills
Medical Terminology, Typing, Medical Transcription, Transcription Services, Transcription, Medical Underwriting, Life Insurance, Health Insurance, Audio Transcription, Close Attention to..., HIPAA
Education
Andrews & Holbrook 2007 — 2008
Medical Transcription certificate, Medical Transcription/Transcriptionist
University at Albany, SUNY 1986 — 1990
B.A., Sociology, Psychology
Sunnyview Rehabiliatation Hospital October 2012 - Present
Stacy's Transcription Services January 2012 - Present
MedQuist September 2010 - January 2012
Nuance Communications April 2008 - June 2010
The Ayco Company, L.P. September 2004 - January 2007
Progressive Insurance March 2003 - May 2004
State Farm Insurance July 1997 - February 2003
Skills
Medical Terminology, Typing, Medical Transcription, Transcription Services, Transcription, Medical Underwriting, Life Insurance, Health Insurance, Audio Transcription, Close Attention to..., HIPAA
Education
Andrews & Holbrook 2007 — 2008
Medical Transcription certificate, Medical Transcription/Transcriptionist
University at Albany, SUNY 1986 — 1990
B.A., Sociology, Psychology
Jennifer Peone's The Ayco Company, L.P. Experience December 2012 - May 2013
Job Junior Accountant at Teal, Becker & Chiaramonte, CPAs, P.C.
Industry Accounting
Experience
Teal, Becker & Chiaramonte, CPAs, P.C. August 2014 - Present
The Bonadio Group January 2014 - April 2014
CDPHP May 2013 - February 2014
The Ayco Company, L.P. December 2012 - May 2013
Hollister Co. April 2011 - May 2012
Skills
Auditing, Corporate Tax, Tax Preparation, Microsoft Excel, ProSystem fx Engagement, Financial Accounting, Cash Flow, Communication Skills, Tax Accounting, Public Speaking, Group Work, Data Analysis, Leadership, Access, ACLS, Computer Proficiency, Macess, Financial Statements, QuickBooks, Personal Income Tax..., Reviews
Education
Siena College 2013 — 2014
Masters in Accounting
Siena College 2009 — 2013
Bachelor of science in accounting (BAS), Accounting
Teal, Becker & Chiaramonte, CPAs, P.C. August 2014 - Present
The Bonadio Group January 2014 - April 2014
CDPHP May 2013 - February 2014
The Ayco Company, L.P. December 2012 - May 2013
Hollister Co. April 2011 - May 2012
Skills
Auditing, Corporate Tax, Tax Preparation, Microsoft Excel, ProSystem fx Engagement, Financial Accounting, Cash Flow, Communication Skills, Tax Accounting, Public Speaking, Group Work, Data Analysis, Leadership, Access, ACLS, Computer Proficiency, Macess, Financial Statements, QuickBooks, Personal Income Tax..., Reviews
Education
Siena College 2013 — 2014
Masters in Accounting
Siena College 2009 — 2013
Bachelor of science in accounting (BAS), Accounting
Charles F. Lehman Charles F. Lehman's The Ayco Company, L.P. Experience October 2013 - December 2013
Job Corporate Banking Credit Analyst at The Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
ING Capital, LLC June 2014 - August 2014
The Ayco Company, L.P. October 2013 - December 2013
The Rockefeller Foundation June 2013 - August 2013
The Rockefeller Foundation June 2012 - August 2012
ClassWish.org May 2011 - August 2011
Skills
Economics, Accounting, Management, Credit Analysis, Microsoft Excel, Corporate Finance, Acquisition Finance, Financial Analysis, Portfolio Management, Structured Finance, Leadership, Finance, Investments, Financial Modeling, PowerPoint
Education
Skidmore College 2010 — 2014
Bachelor of Arts (B.A.), Economics with a Minor in Management and Business
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
ING Capital, LLC June 2014 - August 2014
The Ayco Company, L.P. October 2013 - December 2013
The Rockefeller Foundation June 2013 - August 2013
The Rockefeller Foundation June 2012 - August 2012
ClassWish.org May 2011 - August 2011
Skills
Economics, Accounting, Management, Credit Analysis, Microsoft Excel, Corporate Finance, Acquisition Finance, Financial Analysis, Portfolio Management, Structured Finance, Leadership, Finance, Investments, Financial Modeling, PowerPoint
Education
Skidmore College 2010 — 2014
Bachelor of Arts (B.A.), Economics with a Minor in Management and Business
Matthew Monaco's The Ayco Company, L.P. Experience May 2006 - April 2007
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
Merrill Lynch March 2011 - Present
MetLife April 2007 - May 2011
The Ayco Company, L.P. May 2006 - April 2007
Skills
Estate Planning, Insurance, Series 7, Finance, Wealth Management...
Education
University of Massachusetts, Amherst 2011 — 2013
MBA
The American College 2012 — 2012
CLU
University of Georgia - Terry College of Business 2008 — 2010
CFP
The College of New Jersey 2002 — 2006
Bachelors of Science, Finance
Oxford University 2004 — 2005
Marketing
UBS Wealth Management March 2014 - Present
Merrill Lynch March 2011 - Present
MetLife April 2007 - May 2011
The Ayco Company, L.P. May 2006 - April 2007
Skills
Estate Planning, Insurance, Series 7, Finance, Wealth Management...
Education
University of Massachusetts, Amherst 2011 — 2013
MBA
The American College 2012 — 2012
CLU
University of Georgia - Terry College of Business 2008 — 2010
CFP
The College of New Jersey 2002 — 2006
Bachelors of Science, Finance
Oxford University 2004 — 2005
Marketing
Sheldon Benge, CFP® Sheldon Benge, CFP®'s The Ayco Company, L.P. Experience May 2007 - March 2010
Job Financial Advisor with Benge Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2010 - Present
The Ayco Company, L.P. May 2007 - March 2010
Skills
Financial Advisory, Investments, Retirement Planning, Wealth Strategies
Education
Texas A&M University
Bachelor of Science, Finance
The University of Dallas
Master of Business Administration
Wells Fargo Advisors, LLC March 2010 - Present
The Ayco Company, L.P. May 2007 - March 2010
Skills
Financial Advisory, Investments, Retirement Planning, Wealth Strategies
Education
Texas A&M University
Bachelor of Science, Finance
The University of Dallas
Master of Business Administration
Joe Arne Joe Arne's The Ayco Company, L.P. Experience July 2007 - Present
Job Seminar Speaker Personal Finance
Industry Financial Services
Experience
The Ayco Company, L.P. July 2007 - Present
Skills
Public Speaking
Education
Trinity University 2003 — 2007
B.S. in Business Administration and Cultural Anthropology
The Ayco Company, L.P. July 2007 - Present
Skills
Public Speaking
Education
Trinity University 2003 — 2007
B.S. in Business Administration and Cultural Anthropology
Cynthia Madden Cynthia Madden's The Ayco Company, L.P. Experience January 2008 - Present
Job Vice President Telecom & Desktop Infrastructure at The Ayco Company, L.P.
Industry Telecommunications
Experience
The Ayco Company, L.P. January 2008 - Present
NEC Unified Solutions October 1985 - January 2008
Skills
Telephony, Unified Communications, Call Center, VoIP, Telecommunications, Networking, Video Conferencing, Wireless, IP, Call Centers, Cloud Computing, Program Management, Vendor Management, Team Leadership, Account Management, ACD, Cisco Technologies, Team Building, System Administration, Project Management, Management, Leadership, Troubleshooting, Data Center, Strategic Partnerships, SaaS, CRM, Information Technology, Solution Selling, Security, Professional Services, Integration, WAN, Strategy, Cross-functional Team..., Salesforce.com, Disaster Recovery, Enterprise Software, Visio, Business Analysis, MPLS, Business Development, Process Improvement, Start-ups
Education
The College of Saint Rose 1991 — 1993
Masters, Education
State University of New York College at Plattsburgh 1980 — 1984
BA, Education
The Ayco Company, L.P. January 2008 - Present
NEC Unified Solutions October 1985 - January 2008
Skills
Telephony, Unified Communications, Call Center, VoIP, Telecommunications, Networking, Video Conferencing, Wireless, IP, Call Centers, Cloud Computing, Program Management, Vendor Management, Team Leadership, Account Management, ACD, Cisco Technologies, Team Building, System Administration, Project Management, Management, Leadership, Troubleshooting, Data Center, Strategic Partnerships, SaaS, CRM, Information Technology, Solution Selling, Security, Professional Services, Integration, WAN, Strategy, Cross-functional Team..., Salesforce.com, Disaster Recovery, Enterprise Software, Visio, Business Analysis, MPLS, Business Development, Process Improvement, Start-ups
Education
The College of Saint Rose 1991 — 1993
Masters, Education
State University of New York College at Plattsburgh 1980 — 1984
BA, Education
Tony Giacin Tony Giacin's The Ayco Company, L.P. Experience January 2013 - June 2013
Job Fixed Income Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - Present
The Ayco Company, L.P. January 2013 - June 2013
MasterCard June 2012 - August 2012
Bancorp Services May 2011 - August 2011
Kaiser Electric, Inc. June 2007 - August 2010
Skills
Securitization, Financial Structuring, Asset-backed..., Commercial Real Estate, Fixed Income, Finance, Intex, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Leadership
Education
Skidmore College 2010 — 2014
Bachelor's degree, Business and Economics, Class of 2014
Morgan Stanley June 2014 - Present
The Ayco Company, L.P. January 2013 - June 2013
MasterCard June 2012 - August 2012
Bancorp Services May 2011 - August 2011
Kaiser Electric, Inc. June 2007 - August 2010
Skills
Securitization, Financial Structuring, Asset-backed..., Commercial Real Estate, Fixed Income, Finance, Intex, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Leadership
Education
Skidmore College 2010 — 2014
Bachelor's degree, Business and Economics, Class of 2014
Lauren Rowland Lauren Rowland's The Ayco Company, L.P. Experience January 2013 - September 2014
Job Financial Planner at Ayco, a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company September 2014 - Present
The Ayco Company, L.P. January 2013 - September 2014
The Ayco Company, L.P. May 2010 - December 2012
Skills
Series 7, Bloomberg, Investments, Mutual Funds, Fixed Income, Securities, Portfolio Management, Asset Allocation, Equities, Alternative Investments, Asset Management, Financial Analysis, Investment Management, Estate Planning, Banking, Risk Management
Education
The College of Saint Rose 2008 — 2010
MBA, Finance
The College of Saint Rose 2004 — 2008
Bachelor of Arts (B.A.), History/Political Science
Ayco, a Goldman Sachs Company September 2014 - Present
The Ayco Company, L.P. January 2013 - September 2014
The Ayco Company, L.P. May 2010 - December 2012
Skills
Series 7, Bloomberg, Investments, Mutual Funds, Fixed Income, Securities, Portfolio Management, Asset Allocation, Equities, Alternative Investments, Asset Management, Financial Analysis, Investment Management, Estate Planning, Banking, Risk Management
Education
The College of Saint Rose 2008 — 2010
MBA, Finance
The College of Saint Rose 2004 — 2008
Bachelor of Arts (B.A.), History/Political Science
Dennise Christie Dennise Christie's The Ayco Company, L.P. Experience September 1988 - January 2009
Job Tax at SDT Associates
Industry Accounting
Experience
SDT Associates February 2009 - Present
The Ayco Company, L.P. September 1988 - January 2009
Skills
Accounting, Tax Returns, Estate Taxation, Fiduciary Taxation, Gift Tax, High Net Worth..., Tax, Tax Research, Tax Accounting, Tax Preparation, Income Tax
Education
University at Albany 1994 — 2000
Masters, Taxation
University at Albany 1984 — 1988
Bachelor of Science (BS), Accounting and Business/Management
SDT Associates February 2009 - Present
The Ayco Company, L.P. September 1988 - January 2009
Skills
Accounting, Tax Returns, Estate Taxation, Fiduciary Taxation, Gift Tax, High Net Worth..., Tax, Tax Research, Tax Accounting, Tax Preparation, Income Tax
Education
University at Albany 1994 — 2000
Masters, Taxation
University at Albany 1984 — 1988
Bachelor of Science (BS), Accounting and Business/Management
Justin Arasin Justin Arasin's The Ayco Company, L.P. Experience May 2005 - December 2006
Job Director at Alkeon Capital Management
Industry Financial Services
Experience
Alkeon Capital Management October 2013 - Present
SkyBridge Capital April 2012 - October 2013
Arden Asset Management October 2011 - May 2012
Robeco December 2006 - October 2011
The Ayco Company, L.P. May 2005 - December 2006
Skills
Sales Presentations, Relationship Development, Microsoft Office, Direct Sales, External Relationships, Investor Relations, Institutional Relations, High Net Worth..., Investment Management, Alternative Investments, Fund Of Funds, Investments, Hedge Funds, Asset Management, Private Equity, Series 7, Capital Markets, Fixed Income, Portfolio Management, Equities
Education
Siena College 2005 — 2005
BS, Finance
Christian Brothers Academy 1997 — 2001
Alkeon Capital Management October 2013 - Present
SkyBridge Capital April 2012 - October 2013
Arden Asset Management October 2011 - May 2012
Robeco December 2006 - October 2011
The Ayco Company, L.P. May 2005 - December 2006
Skills
Sales Presentations, Relationship Development, Microsoft Office, Direct Sales, External Relationships, Investor Relations, Institutional Relations, High Net Worth..., Investment Management, Alternative Investments, Fund Of Funds, Investments, Hedge Funds, Asset Management, Private Equity, Series 7, Capital Markets, Fixed Income, Portfolio Management, Equities
Education
Siena College 2005 — 2005
BS, Finance
Christian Brothers Academy 1997 — 2001
Alexander Piusz Alexander Piusz's The Ayco Company, L.P. Experience April 2012 - April 2013
Job Systems Analyst at MVP Health Care
Industry Information Technology and Services
Experience
MVP Health Care May 2013 - Present
University at Albany August 2011 - August 2013
University at Albany August 2012 - May 2013
The Ayco Company, L.P. April 2012 - April 2013
The Research Foundation for SUNY December 2010 - August 2011
Skills
Information Technology..., Information Technology..., Information Technology, Accounting, Economics, Data Analytics, Finance, SQL, HTML, Linux, Penetration Testing, IT Security Policies, Access Database, Microsoft Office, Business Analysis, Business Objects, Toad, SPSS, Data Analysis, Databases, Database Design, Database Administration, Data Modeling, Data Management, Teamwork, Communication Skills, Hardwork, Persistence, Access
Education
State University of New York at Albany 2011 — 2013
Master of Business Administration (M.B.A.), Information Technology Project Management, 3.8
SUNY Plattsburgh 2005 — 2009
Bachelor of Science (B.S.), Economics, 3.2
MVP Health Care May 2013 - Present
University at Albany August 2011 - August 2013
University at Albany August 2012 - May 2013
The Ayco Company, L.P. April 2012 - April 2013
The Research Foundation for SUNY December 2010 - August 2011
Skills
Information Technology..., Information Technology..., Information Technology, Accounting, Economics, Data Analytics, Finance, SQL, HTML, Linux, Penetration Testing, IT Security Policies, Access Database, Microsoft Office, Business Analysis, Business Objects, Toad, SPSS, Data Analysis, Databases, Database Design, Database Administration, Data Modeling, Data Management, Teamwork, Communication Skills, Hardwork, Persistence, Access
Education
State University of New York at Albany 2011 — 2013
Master of Business Administration (M.B.A.), Information Technology Project Management, 3.8
SUNY Plattsburgh 2005 — 2009
Bachelor of Science (B.S.), Economics, 3.2
Joseph Capobianco Joseph Capobianco's The Ayco Company, L.P. Experience August 2012 - May 2015
Job Financial Analyst at Ayco, a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P. August 2012 - May 2015
Trustco Bank Financial Services June 2011 - August 2012
Trustco Bank January 2010 - June 2011
Skills
Retirement Planning, Financial Analysis, Finance, Fundraising, Banking, Investments, PowerPoint, Management, Customer Service, Microsoft Excel, Financial Planning
Education
The College of Saint Rose 2011 — 2013
Master of Business Administration (MBA)
The College of Saint Rose 2004 — 2008
Bachelor, Business Administration
Ayco, a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P. August 2012 - May 2015
Trustco Bank Financial Services June 2011 - August 2012
Trustco Bank January 2010 - June 2011
Skills
Retirement Planning, Financial Analysis, Finance, Fundraising, Banking, Investments, PowerPoint, Management, Customer Service, Microsoft Excel, Financial Planning
Education
The College of Saint Rose 2011 — 2013
Master of Business Administration (MBA)
The College of Saint Rose 2004 — 2008
Bachelor, Business Administration
Shelby Ruttan's The Ayco Company, L.P. Experience October 2010 - September 2015
Job Law Office Administrator, Cordell & Cordell
Industry Financial Services
Experience
Cordell & Cordell September 2015 - Present
The Ayco Company, L.P. October 2010 - September 2015
Clarkson University June 1996 - October 2010
Skills
Food, PowerPoint, Social Media, Microsoft Excel, Cooking, Blogging, Data Analysis, Fundraising, Photography, Event Planning, Facebook, Social Networking, Microsoft Office, HTML, Editing, WordPress, Public Speaking, Strategic Planning, Financial Reporting, Training, Microsoft Word, Outlook, Event Management, Social Media Marketing, Customer Service, Teamwork, Creative Writing, Marketing, Leadership, Team Building, Online Marketing, Digital Photography, Web Content, Proofreading
Education
State University of New York at Canton 1982 — 1989
Associate of Arts and Sciences (A.A.S.), General Studies
Clarkson University
Cordell & Cordell September 2015 - Present
The Ayco Company, L.P. October 2010 - September 2015
Clarkson University June 1996 - October 2010
Skills
Food, PowerPoint, Social Media, Microsoft Excel, Cooking, Blogging, Data Analysis, Fundraising, Photography, Event Planning, Facebook, Social Networking, Microsoft Office, HTML, Editing, WordPress, Public Speaking, Strategic Planning, Financial Reporting, Training, Microsoft Word, Outlook, Event Management, Social Media Marketing, Customer Service, Teamwork, Creative Writing, Marketing, Leadership, Team Building, Online Marketing, Digital Photography, Web Content, Proofreading
Education
State University of New York at Canton 1982 — 1989
Associate of Arts and Sciences (A.A.S.), General Studies
Clarkson University
Nathan Nicholson Nathan Nicholson's The Ayco Company, L.P. Experience September 2012 - Present
Job Tax Analyst at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P. September 2012 - Present
KPMG, LLP January 2011 - May 2012
Pattison, Koskey, Howe & Bucci, CPAs June 2007 - December 2010
Education
Siena College 2003 — 2007
BBA, Accounting
The Ayco Company, L.P. September 2012 - Present
KPMG, LLP January 2011 - May 2012
Pattison, Koskey, Howe & Bucci, CPAs June 2007 - December 2010
Education
Siena College 2003 — 2007
BBA, Accounting
Nathan J Stone Nathan J Stone's The Ayco Company, L.P. Experience August 2012 - February 2015
Job Communications Business Partner U.S. Operations
Industry Public Relations and Communications
Experience
National Grid March 2015 - Present
The Ayco Company, L.P. August 2012 - February 2015
Mildred Elley March 2012 - August 2012
Northway Church October 2009 - February 2012
Self Employed January 2009 - February 2012
The College of Saint Rose 2012 - 2012
Empire Education Corporation September 2006 - January 2009
Time Warner Cable September 2005 - September 2006
Skills
Multimedia, Video Editing, Video, Adobe Creative Suite, Photography, Editing, Motion Graphics, Film, Post Production, Mac, Video Production, Web Design, Final Cut Pro, Photoshop, New Media, Television, Public Relations, Premiere, Final Cut Studio, Creative Direction, Digital Photography, Layout, Public Speaking, After Effects, Storyboarding, Film Production, Image Editing, Digital Media, Illustrator, Art, Blogging, Social Media, Higher Education, Windows Server, Motion Design, WordPress, Videography, Dreamweaver, Media Production, Creative Writing, InDesign, Media Pitches, Journalism, Photojournalism, College Teaching, Strategic Media..., Strategic Communications
Education
The College of Saint Rose 2012 — 2015
Master’s Degree, Strategic Communications and Broadcast Journalism
State University of New York Empire State College 2008 — 2011
Bachelor’s Degree, Visual Communications and Digital Media Design
School of Digital Media Arts, Mildred Elley Albany 2005 — 2008
Associate’s Degree, Digital Graphics and Multimedia Design
National Grid March 2015 - Present
The Ayco Company, L.P. August 2012 - February 2015
Mildred Elley March 2012 - August 2012
Northway Church October 2009 - February 2012
Self Employed January 2009 - February 2012
The College of Saint Rose 2012 - 2012
Empire Education Corporation September 2006 - January 2009
Time Warner Cable September 2005 - September 2006
Skills
Multimedia, Video Editing, Video, Adobe Creative Suite, Photography, Editing, Motion Graphics, Film, Post Production, Mac, Video Production, Web Design, Final Cut Pro, Photoshop, New Media, Television, Public Relations, Premiere, Final Cut Studio, Creative Direction, Digital Photography, Layout, Public Speaking, After Effects, Storyboarding, Film Production, Image Editing, Digital Media, Illustrator, Art, Blogging, Social Media, Higher Education, Windows Server, Motion Design, WordPress, Videography, Dreamweaver, Media Production, Creative Writing, InDesign, Media Pitches, Journalism, Photojournalism, College Teaching, Strategic Media..., Strategic Communications
Education
The College of Saint Rose 2012 — 2015
Master’s Degree, Strategic Communications and Broadcast Journalism
State University of New York Empire State College 2008 — 2011
Bachelor’s Degree, Visual Communications and Digital Media Design
School of Digital Media Arts, Mildred Elley Albany 2005 — 2008
Associate’s Degree, Digital Graphics and Multimedia Design
Nicholas Dupuis Nicholas Dupuis's The Ayco Company, L.P. Experience September 2011 - April 2012
Job Analyst at Macquarie Capital USA
Industry Investment Banking
Experience
Macquarie Group January 2015 - Present
Wells Fargo Capital Finance October 2013 - January 2015
Pensacola Ice Flyers/GKS Tychy March 2013 - August 2013
FactSet Research Systems July 2012 - March 2013
The Ayco Company, L.P. September 2011 - April 2012
Skidmore Saratoga Entrepreneurial Partnership January 2011 - April 2012
Scottrade June 2010 - May 2011
Wells Fargo Advisors January 2010 - June 2010
Skills
CRM, Market Data, Financial Data, Microsoft Excel, PowerPoint, Financial Databases, Software Consulting, Credit Analysis, Financial Analysis, Asset Based Lending, Social Media, Economics
Education
Skidmore College 2008 — 2012
BA, Economics/Business Management, 3.73
Northfield Mount Hermon School 2004 — 2006
HS Diploma, High School
Cathedral High School 2001 — 2004
Macquarie Group January 2015 - Present
Wells Fargo Capital Finance October 2013 - January 2015
Pensacola Ice Flyers/GKS Tychy March 2013 - August 2013
FactSet Research Systems July 2012 - March 2013
The Ayco Company, L.P. September 2011 - April 2012
Skidmore Saratoga Entrepreneurial Partnership January 2011 - April 2012
Scottrade June 2010 - May 2011
Wells Fargo Advisors January 2010 - June 2010
Skills
CRM, Market Data, Financial Data, Microsoft Excel, PowerPoint, Financial Databases, Software Consulting, Credit Analysis, Financial Analysis, Asset Based Lending, Social Media, Economics
Education
Skidmore College 2008 — 2012
BA, Economics/Business Management, 3.73
Northfield Mount Hermon School 2004 — 2006
HS Diploma, High School
Cathedral High School 2001 — 2004
Colleen Ruhland Colleen Ruhland's The Ayco Company, L.P. Experience April 2005 - June 2007
Job Financial Analyst at Flomatic Corporation
Industry Mechanical or Industrial Engineering
Experience
Flomatic Valves May 2013 - Present
First Winthrop Corporation September 2010 - August 2012
The Mayo Group June 2007 - August 2010
The Ayco Company, L.P. April 2005 - June 2007
Skills
Property Management, Real Estate, Financial Analysis, Accounting, Financial Reporting, Accounts Payable, Real Estate Economics, Accounts Receivable, QuickBooks, Due Diligence, Leases, Lease Administration
Education
Adirondack Community College 1998 — 2002
Associate of Science (A.S.), Business Administration and Management, General
SUNY Empire State College
Bachelor of Business Administration (B.B.A.), Business Management and Economics
Flomatic Valves May 2013 - Present
First Winthrop Corporation September 2010 - August 2012
The Mayo Group June 2007 - August 2010
The Ayco Company, L.P. April 2005 - June 2007
Skills
Property Management, Real Estate, Financial Analysis, Accounting, Financial Reporting, Accounts Payable, Real Estate Economics, Accounts Receivable, QuickBooks, Due Diligence, Leases, Lease Administration
Education
Adirondack Community College 1998 — 2002
Associate of Science (A.S.), Business Administration and Management, General
SUNY Empire State College
Bachelor of Business Administration (B.B.A.), Business Management and Economics
Deborah Collins Deborah Collins's The Ayco Company, L.P. Experience July 2005 - July 2007
Job Investment Analyst, Retirement & Investment Services at HANYS
Industry Financial Services
Experience
HANYS September 2014 - Present
Direct Retirement Solutions September 2007 - August 2014
The Ayco Company, L.P. July 2005 - July 2007
Charles Schwab February 1999 - June 2005
First Albany Corporation 1995 - 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement, Pensions, Mutual Funds, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Financial Planning
Education
State University of New York College at Geneseo 1988 — 1992
BA, Economics, Legal Studies
HANYS September 2014 - Present
Direct Retirement Solutions September 2007 - August 2014
The Ayco Company, L.P. July 2005 - July 2007
Charles Schwab February 1999 - June 2005
First Albany Corporation 1995 - 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement, Pensions, Mutual Funds, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Financial Planning
Education
State University of New York College at Geneseo 1988 — 1992
BA, Economics, Legal Studies
Tehresa Coles Tehresa Coles's The Ayco Company, L.P. Experience May 2013 - August 2013
Job Assurance Associate at Marvin and Company, P.C.
Industry Accounting
Experience
Marvin and Company, P.C. July 2015 - Present
Siena College June 2011 - May 2015
Siena Women's Basketball June 2011 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - December 2014
The Ayco Company, L.P. May 2013 - August 2013
Hannaford September 2009 - February 2010
Kidz Partiez Plus June 2008 - December 2008
Skills
Leadership, Organization, Pay Close Attention to..., Public Speaking, Time Management, PowerPoint, Teamwork, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, Management, Training, Access, Research, Social Media, Social Networking
Education
Siena College 2014 — 2015
Masters in Accounting, Accounting
Siena College 2011 — 2014
Bachelor of Science, Accounting
Colonie Central High School 2007 — 2011
Marvin and Company, P.C. July 2015 - Present
Siena College June 2011 - May 2015
Siena Women's Basketball June 2011 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - December 2014
The Ayco Company, L.P. May 2013 - August 2013
Hannaford September 2009 - February 2010
Kidz Partiez Plus June 2008 - December 2008
Skills
Leadership, Organization, Pay Close Attention to..., Public Speaking, Time Management, PowerPoint, Teamwork, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, Management, Training, Access, Research, Social Media, Social Networking
Education
Siena College 2014 — 2015
Masters in Accounting, Accounting
Siena College 2011 — 2014
Bachelor of Science, Accounting
Colonie Central High School 2007 — 2011
Patrick Hoffman Patrick Hoffman's The Ayco Company, L.P. Experience March 2000 - December 2002
Job Case ConsultantThe Nautilus Group at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2004 - Present
The Roberts Law Firm January 2003 - May 2004
The Ayco Company, L.P. March 2000 - December 2002
Modrall Sperling Law Firm June 1998 - February 2000
Skills
Estate Planning, Estate Tax Planning, Trusts, High Net Worth..., Financial Planners, Strategic Financial..., Tax, Retirement, Retirement Planning, Fixed Annuities, 401k, Wealth, Long-term Care, Life Insurance, Wealth Management, IRAs, Roth IRA, Securities, Investment Advisory, Succession Planning, Asset Protection, Wills, Financial Advisory, Mutual Funds, Series 7, Wealth Management..., Wealth Accumulation, Whole Life, Legal Research, LLC, Insurance, Tax Law, Charities, Business, Small Business, Asset Allocation, Term Life Insurance, Universal Life, Defined Benefit, Gift Tax, Investment Strategies, Wealth Transfer, Business Transitions, Charitable Giving, Financial Planning
Education
Southern Methodist University Dedman School of Law 1997 — 1998
LL.M., Taxation
Washburn University School of Law 1994 — 1997
J.D., Law
Texas Wesleyan University 1988 — 1993
Bachelor of Arts, English
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2004 - Present
The Roberts Law Firm January 2003 - May 2004
The Ayco Company, L.P. March 2000 - December 2002
Modrall Sperling Law Firm June 1998 - February 2000
Skills
Estate Planning, Estate Tax Planning, Trusts, High Net Worth..., Financial Planners, Strategic Financial..., Tax, Retirement, Retirement Planning, Fixed Annuities, 401k, Wealth, Long-term Care, Life Insurance, Wealth Management, IRAs, Roth IRA, Securities, Investment Advisory, Succession Planning, Asset Protection, Wills, Financial Advisory, Mutual Funds, Series 7, Wealth Management..., Wealth Accumulation, Whole Life, Legal Research, LLC, Insurance, Tax Law, Charities, Business, Small Business, Asset Allocation, Term Life Insurance, Universal Life, Defined Benefit, Gift Tax, Investment Strategies, Wealth Transfer, Business Transitions, Charitable Giving, Financial Planning
Education
Southern Methodist University Dedman School of Law 1997 — 1998
LL.M., Taxation
Washburn University School of Law 1994 — 1997
J.D., Law
Texas Wesleyan University 1988 — 1993
Bachelor of Arts, English
Alexis Scotti Alexis Scotti's The Ayco Company, L.P. Experience May 2013 - September 2013
Job Tax Associate at EY
Industry Financial Services
Experience
EY July 2015 - Present
University at Albany September 2014 - May 2015
EY July 2014 - August 2014
EY June 2014 - August 2014
Delta Sigma Pi - Zeta Psi Chapter September 2011 - May 2014
The Ayco Company, L.P. May 2013 - September 2013
EY June 2013 - June 2013
The Ayco Company, L.P. May 2012 - March 2013
Student Association at SUNY Albany September 2012 - December 2012
University at Albany Business Mentor Program September 2012 - December 2012
Skills
Working knowledge of..., PowerPoint, Time Management, Microsoft Word, Accounting, Tax, Program Management, Social Media, Analysis, Marketing, Advertising, Microsoft Excel, Outlook, Access, Microsoft Office, Teamwork, Public Speaking, Research
Education
State University of New York at Albany 2014 — 2015
Master of Science (M.S.), Taxation, 3.60
State University of New York at Albany 2010 — 2014
Bachelor of Science, Dual Major: Accounting and Business Administration- Concentration in Finance/Marketing, 3.53
EY July 2015 - Present
University at Albany September 2014 - May 2015
EY July 2014 - August 2014
EY June 2014 - August 2014
Delta Sigma Pi - Zeta Psi Chapter September 2011 - May 2014
The Ayco Company, L.P. May 2013 - September 2013
EY June 2013 - June 2013
The Ayco Company, L.P. May 2012 - March 2013
Student Association at SUNY Albany September 2012 - December 2012
University at Albany Business Mentor Program September 2012 - December 2012
Skills
Working knowledge of..., PowerPoint, Time Management, Microsoft Word, Accounting, Tax, Program Management, Social Media, Analysis, Marketing, Advertising, Microsoft Excel, Outlook, Access, Microsoft Office, Teamwork, Public Speaking, Research
Education
State University of New York at Albany 2014 — 2015
Master of Science (M.S.), Taxation, 3.60
State University of New York at Albany 2010 — 2014
Bachelor of Science, Dual Major: Accounting and Business Administration- Concentration in Finance/Marketing, 3.53
Robert Hicks's The Ayco Company, L.P. Experience April 2012 - March 2013
Job Analyst at Roundtable Investment Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - March 2015
The Ayco Company, L.P. April 2012 - March 2013
Skills
Series 7, Series 66, Series 3, Wealth Management, Investments, Asset Allocation, Financial Analysis, Financial Planning, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office
Education
Union Graduate College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Roundtable Investment Partners & Carleon Capital Partners March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - March 2015
The Ayco Company, L.P. April 2012 - March 2013
Skills
Series 7, Series 66, Series 3, Wealth Management, Investments, Asset Allocation, Financial Analysis, Financial Planning, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office
Education
Union Graduate College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Michael Walling's The Ayco Company, L.P. Experience June 2012 - December 2012
Job Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
KPMG US June 2013 - August 2013
The Ayco Company, L.P. June 2012 - December 2012
Move That Block, LLC. September 2010 - December 2011
MoveThatBlock.com 2010 - 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, Customer Service, Event Planning, Access, Financial Analysis
Education
Siena College 2009 — 2013
BS, Accounting
KPMG US October 2014 - Present
KPMG US June 2013 - August 2013
The Ayco Company, L.P. June 2012 - December 2012
Move That Block, LLC. September 2010 - December 2011
MoveThatBlock.com 2010 - 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, Customer Service, Event Planning, Access, Financial Analysis
Education
Siena College 2009 — 2013
BS, Accounting
Jed Goldberg Jed Goldberg's The Ayco Company, L.P. Experience June 2013 - Present
Job Senior Tax Analyst at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P. June 2013 - Present
UHY Advisors August 2012 - June 2013
Teal, Becker & Chiaramonte, CPAs, P.C. January 2011 - April 2012
Skills
Accounting, Financial Reporting
Education
The College of Saint Rose 2010 — 2012
M.S., Accounting
University of Vermont 2005 — 2009
B.S., Communications, Entrepreneurship
The Ayco Company, L.P. June 2013 - Present
UHY Advisors August 2012 - June 2013
Teal, Becker & Chiaramonte, CPAs, P.C. January 2011 - April 2012
Skills
Accounting, Financial Reporting
Education
The College of Saint Rose 2010 — 2012
M.S., Accounting
University of Vermont 2005 — 2009
B.S., Communications, Entrepreneurship
Stephen Casavant Stephen Casavant's The Ayco Company, L.P. Experience May 2012 - May 2014
Job Client Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P. May 2012 - May 2014
WVCR 88.3 The Saint September 2009 - May 2012
Rite Aid January 2010 - August 2011
Youth Baseball Camp June 2008 - June 2011
Siena College September 2009 - March 2010
Skills
Economics, Psychology, Health Psychology, Labor Economics, Economic Policy, Customer Service, Communication, Writing, Radio Broadcasting, Coaching, Microsoft Excel, Microsoft Word, PowerPoint
Education
State University of New York at Albany 2013 — 2014
Master's degree, Economics
Siena College 2009 — 2013
Bachelor of Arts (BA), Economics and Psychology
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P. May 2012 - May 2014
WVCR 88.3 The Saint September 2009 - May 2012
Rite Aid January 2010 - August 2011
Youth Baseball Camp June 2008 - June 2011
Siena College September 2009 - March 2010
Skills
Economics, Psychology, Health Psychology, Labor Economics, Economic Policy, Customer Service, Communication, Writing, Radio Broadcasting, Coaching, Microsoft Excel, Microsoft Word, PowerPoint
Education
State University of New York at Albany 2013 — 2014
Master's degree, Economics
Siena College 2009 — 2013
Bachelor of Arts (BA), Economics and Psychology
Jonathan Louden Jonathan Louden's The Ayco Company, L.P. Experience January 2007 - September 2010
Job Lead Financial Analyst at GE
Industry Financial Services
Experience
GE Global Research July 2013 - Present
GE September 2010 - July 2013
The Ayco Company, L.P. January 2007 - September 2010
Northwestern Mutual January 2006 - September 2006
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Asset Allocation, Asset Management, Finance, Alternative Investments, Financial Reporting, Financial Forecasting, Risk Analysis, PeopleSoft, Pension Administration, Retirement Planning, Investment Strategies, Series 7, Accounting, Portfolio Management, Auditing, Mutual Funds, Wealth Management, Process Improvement, Securities, Bonds, Financial Planning
Education
Siena College 2002 — 2006
Bachelor of Science, Finance
GE Global Research July 2013 - Present
GE September 2010 - July 2013
The Ayco Company, L.P. January 2007 - September 2010
Northwestern Mutual January 2006 - September 2006
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Asset Allocation, Asset Management, Finance, Alternative Investments, Financial Reporting, Financial Forecasting, Risk Analysis, PeopleSoft, Pension Administration, Retirement Planning, Investment Strategies, Series 7, Accounting, Portfolio Management, Auditing, Mutual Funds, Wealth Management, Process Improvement, Securities, Bonds, Financial Planning
Education
Siena College 2002 — 2006
Bachelor of Science, Finance
Kelsey Schuyler's The Ayco Company, L.P. Experience January 2011 - May 2011
Job Assistant Post Production Accountant at Trevanna Post, Inc.
Industry Entertainment
Experience
Trevanna Post, Inc. May 2011 - Present
The Ayco Company, L.P. January 2011 - May 2011
Barry Schuyler CPA September 2006 - August 2010
Westchester Independent Living Center May 2009 - August 2009
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science, Accounting; Minor: Business Administration
Trevanna Post, Inc. May 2011 - Present
The Ayco Company, L.P. January 2011 - May 2011
Barry Schuyler CPA September 2006 - August 2010
Westchester Independent Living Center May 2009 - August 2009
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science, Accounting; Minor: Business Administration
Jessica Gamache Jessica Gamache's The Ayco Company, L.P. Experience October 2003 - Present
Job Senior Program Administrator at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. October 2003 - Present
Combined Life Insurance July 1999 - January 2003
Lake Shore Park Associates March 1997 - June 1999
Skills
Process Improvement, Project Management, Program Management, Analysis, Data Analysis, Project Planning, Risk Management, Microsoft Excel, Financial Analysis, Finance, PowerPoint, Insurance, Sales, Policy, Time Management
Education
The College of Saint Rose
Bachelor of Science (B.S.), Elementary Education and Teaching
The Ayco Company, L.P. October 2003 - Present
Combined Life Insurance July 1999 - January 2003
Lake Shore Park Associates March 1997 - June 1999
Skills
Process Improvement, Project Management, Program Management, Analysis, Data Analysis, Project Planning, Risk Management, Microsoft Excel, Financial Analysis, Finance, PowerPoint, Insurance, Sales, Policy, Time Management
Education
The College of Saint Rose
Bachelor of Science (B.S.), Elementary Education and Teaching
Rosemary Tabachneck Rosemary Tabachneck's The Ayco Company, L.P. Experience 1998 - 2004
Job member at Cartridge World Latham
Industry Retail
Experience
Cartridge World Latham 2011 - Present
The Ayco Company, L.P. 1998 - 2004
Skills
Customer Service, Microsoft Excel, Marketing
Education
State University of New York College at Cortland
BA, Elementary Education
Cartridge World Latham 2011 - Present
The Ayco Company, L.P. 1998 - 2004
Skills
Customer Service, Microsoft Excel, Marketing
Education
State University of New York College at Cortland
BA, Elementary Education
Brian Feldman Brian Feldman's The Ayco Company, L.P. Experience September 2005 - September 2010
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. September 2010 - Present
The Ayco Company, L.P. September 2005 - September 2010
Education
The University of Texas School of Law 2002 — 2005
JD, with Honors
The University of Georgia 1998 — 2001
BBA, Finance, Honors Program
UBS Financial Services Inc. September 2010 - Present
The Ayco Company, L.P. September 2005 - September 2010
Education
The University of Texas School of Law 2002 — 2005
JD, with Honors
The University of Georgia 1998 — 2001
BBA, Finance, Honors Program
Melani Bishel Melani Bishel's The Ayco Company, L.P. Experience May 2011 - May 2012
Job Vendor Liaison, Supply Management at Tiffany & Co.
Industry Staffing and Recruiting
Experience
Tiffany & Co. May 2014 - Present
Tiffany & Co. October 2013 - May 2014
Insight Global May 2012 - June 2013
The Ayco Company, L.P. May 2011 - May 2012
Ameriprise Financial Services, Inc. January 2011 - May 2011
Skills
Access, Time Management, CRM, Microsoft Office, Start-ups, Finance, Cold Calling, PowerPoint, Microsoft Excel, Human Resources, Event Planning, Social Networking
Education
Siena College 2008 — 2012
Bachelors, Accounting
Suffern High School 2004 — 2008
Tiffany & Co. May 2014 - Present
Tiffany & Co. October 2013 - May 2014
Insight Global May 2012 - June 2013
The Ayco Company, L.P. May 2011 - May 2012
Ameriprise Financial Services, Inc. January 2011 - May 2011
Skills
Access, Time Management, CRM, Microsoft Office, Start-ups, Finance, Cold Calling, PowerPoint, Microsoft Excel, Human Resources, Event Planning, Social Networking
Education
Siena College 2008 — 2012
Bachelors, Accounting
Suffern High School 2004 — 2008
Andrew Feuker's The Ayco Company, L.P. Experience April 2011 - April 2013
Job Product Manager at Farm Family Insurance Companies
Industry Insurance
Experience
Farm Family Insurance Companies September 2014 - Present
RiverSource Life of New York May 2013 - September 2014
The Ayco Company, L.P. April 2011 - April 2013
The Ayco Company, L.P. January 2010 - April 2011
The Ayco Company, L.P. October 2007 - December 2009
MassMutual Financial Group May 2007 - October 2007
Skills
Leadership, Management, Strategy, Process Improvement, Insurance, Business Analysis, Analysis, Risk Management, Team Leadership, Strategic Planning, Investments, Mutual Funds, Asset Allocation, Team Building, Wealth Management, Portfolio Management, Investment Advisory, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, New York State..., Training, Business Development, Customer Service, Finance, Employee Training, Onboarding, Vendor Management, Cross-functional Team..., Operations Management, Development Of Employees
Education
Union Graduate College 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York College at Cobleskill 2005 — 2008
BBA, Financial Services Management
State University of New York College at Cortland 2003 — 2005
Sport Management
Farm Family Insurance Companies September 2014 - Present
RiverSource Life of New York May 2013 - September 2014
The Ayco Company, L.P. April 2011 - April 2013
The Ayco Company, L.P. January 2010 - April 2011
The Ayco Company, L.P. October 2007 - December 2009
MassMutual Financial Group May 2007 - October 2007
Skills
Leadership, Management, Strategy, Process Improvement, Insurance, Business Analysis, Analysis, Risk Management, Team Leadership, Strategic Planning, Investments, Mutual Funds, Asset Allocation, Team Building, Wealth Management, Portfolio Management, Investment Advisory, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, New York State..., Training, Business Development, Customer Service, Finance, Employee Training, Onboarding, Vendor Management, Cross-functional Team..., Operations Management, Development Of Employees
Education
Union Graduate College 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York College at Cobleskill 2005 — 2008
BBA, Financial Services Management
State University of New York College at Cortland 2003 — 2005
Sport Management
Kelly Maday's The Ayco Company, L.P. Experience January 2012 - June 2014
Job Special Education T.A. at Voorheesville Elementary School
Industry Education Management
Experience
Voorheesville Elementary School September 2014 - Present
The Ayco Company, L.P. January 2012 - June 2014
Food Network Magazine June 2010 - August 2010
CSEA Employee Benefit Fund December 2008 - January 2010
St. Gregory's Summer Camp June 2004 - August 2008
Price Chopper September 2006 - June 2007
Skills
Advertising, Customer Service, Social Media Marketing, Public Speaking, Facebook, Social Media, Business Development
Education
The Sage Colleges-Sage Graduate School 2012 — 2015
Masters in Childhood and Special Education
Union College 2007 — 2011
Psychology, Psychology, Anthropology
Voorheesville Elementary School September 2014 - Present
The Ayco Company, L.P. January 2012 - June 2014
Food Network Magazine June 2010 - August 2010
CSEA Employee Benefit Fund December 2008 - January 2010
St. Gregory's Summer Camp June 2004 - August 2008
Price Chopper September 2006 - June 2007
Skills
Advertising, Customer Service, Social Media Marketing, Public Speaking, Facebook, Social Media, Business Development
Education
The Sage Colleges-Sage Graduate School 2012 — 2015
Masters in Childhood and Special Education
Union College 2007 — 2011
Psychology, Psychology, Anthropology
Michael Anderson, CAIA's The Ayco Company, L.P. Experience May 2010 - May 2011
Job Alternative Investments
Industry Financial Services
Experience
Rockefeller & Co., Inc. April 2012 - Present
Goldman Sachs & Co May 2011 - April 2012
The Ayco Company, L.P. May 2010 - May 2011
Siena College September 2009 - May 2011
Siena College May 2009 - July 2009
The Ayco Company, L.P. January 2009 - April 2009
Education
Siena College 2007 — 2011
B.S., Finance; Economics Minor
Rockefeller & Co., Inc. April 2012 - Present
Goldman Sachs & Co May 2011 - April 2012
The Ayco Company, L.P. May 2010 - May 2011
Siena College September 2009 - May 2011
Siena College May 2009 - July 2009
The Ayco Company, L.P. January 2009 - April 2009
Education
Siena College 2007 — 2011
B.S., Finance; Economics Minor
John Flavin John Flavin's The Ayco Company, L.P. Experience April 2010 - Present
Job CPA
Industry Financial Services
Experience
The Ayco Company, L.P. April 2010 - Present
Ernst & Young September 2008 - April 2010
Education
University at Albany 2006 — 2008
Accounting and Business/Management
The Ayco Company, L.P. April 2010 - Present
Ernst & Young September 2008 - April 2010
Education
University at Albany 2006 — 2008
Accounting and Business/Management
David Doin David Doin's The Ayco Company, L.P. Experience August 2012 - Present
Job Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. August 2012 - Present
SEFCU July 2011 - August 2012
Big Purple Marketing January 2010 - April 2010
University at Albany Weekend MBA Program September 2009 - December 2009
Sears Holdings May 2009 - August 2009
Skills
Sales, Social Media Marketing, Email Marketing, Advertising, Strategic Financial..., Financial Analysis, Strategic Negotiations
Education
University at Albany 2006 — 2010
Bachelor of Science (B.S.), Finance and Marketing, 3.74
The Ayco Company, L.P. August 2012 - Present
SEFCU July 2011 - August 2012
Big Purple Marketing January 2010 - April 2010
University at Albany Weekend MBA Program September 2009 - December 2009
Sears Holdings May 2009 - August 2009
Skills
Sales, Social Media Marketing, Email Marketing, Advertising, Strategic Financial..., Financial Analysis, Strategic Negotiations
Education
University at Albany 2006 — 2010
Bachelor of Science (B.S.), Finance and Marketing, 3.74
Joseph McKenna's The Ayco Company, L.P. Experience March 2009 - December 2009
Job Staff Accountant at AVZ
Industry Accounting
Experience
AVZ March 2011 - Present
The Ayco Company, L.P. March 2009 - December 2009
Merrill Lynch May 2008 - August 2008
Skills
Accounting, Tax, Tax Preparation, Financial Accounting, Financial Reporting, Auditing, Financial Analysis, QuickBooks, Strategic Financial..., US GAAP, Internal Controls, Financial Statements, General Ledger, Microsoft Excel, External Audit
Education
State University of New York at Albany
Master of Science, Accounting
State University of New York at Albany
Bachelor of Science, Accounting
AVZ March 2011 - Present
The Ayco Company, L.P. March 2009 - December 2009
Merrill Lynch May 2008 - August 2008
Skills
Accounting, Tax, Tax Preparation, Financial Accounting, Financial Reporting, Auditing, Financial Analysis, QuickBooks, Strategic Financial..., US GAAP, Internal Controls, Financial Statements, General Ledger, Microsoft Excel, External Audit
Education
State University of New York at Albany
Master of Science, Accounting
State University of New York at Albany
Bachelor of Science, Accounting
Dan Archer Dan Archer's The Ayco Company, L.P. Experience April 2009 - December 2009
Job at JP Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
JP Morgan July 2010 - May 2013
The Ayco Company, L.P. April 2009 - December 2009
Skills
Hedge Funds, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Budgets, Accounting, Microsoft Office, Bloomberg, Microsoft Word, Fixed Income, Equities, Risk Management, Securities, Data Analysis
Education
University at Albany, SUNY 2008 — 2010
MBA, Information Assurance
University at Albany 2004 — 2008
BS, Finance
J.P. Morgan June 2013 - Present
JP Morgan July 2010 - May 2013
The Ayco Company, L.P. April 2009 - December 2009
Skills
Hedge Funds, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Budgets, Accounting, Microsoft Office, Bloomberg, Microsoft Word, Fixed Income, Equities, Risk Management, Securities, Data Analysis
Education
University at Albany, SUNY 2008 — 2010
MBA, Information Assurance
University at Albany 2004 — 2008
BS, Finance
Justin Duncan's The Ayco Company, L.P. Experience November 2010 - Present
Job Senior Financial Planner
Industry Financial Services
Experience
The Ayco Company, L.P. November 2010 - Present
KPMG September 2008 - November 2010
Skills
Accounting, Finance, Financial Analysis, Private Equity, Tax
Education
Texas A&M University - Mays Business School 2003 — 2008
MS-Tax, BS-Accounting
The Ayco Company, L.P. November 2010 - Present
KPMG September 2008 - November 2010
Skills
Accounting, Finance, Financial Analysis, Private Equity, Tax
Education
Texas A&M University - Mays Business School 2003 — 2008
MS-Tax, BS-Accounting
Elijah Goodman Elijah Goodman's The Ayco Company, L.P. Experience July 2011 - Present
Job Senior Financial Planner at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. July 2011 - Present
The Ayco Company, L.P. July 2010 - July 2011
The Ayco Company, L.P. August 2008 - July 2010
Education
SUNY Plattsburgh 2001 — 2006
Bachelor's Degree, Accounting
The Ayco Company, L.P. July 2011 - Present
The Ayco Company, L.P. July 2010 - July 2011
The Ayco Company, L.P. August 2008 - July 2010
Education
SUNY Plattsburgh 2001 — 2006
Bachelor's Degree, Accounting
William Allan's The Ayco Company, L.P. Experience June 2010 - August 2011
Job Assistant Vice President, Project Manager
Industry Financial Services
Experience
Barclays Wealth and Investment Management June 2014 - Present
J.P. Morgan February 2012 - June 2014
Chase August 2011 - January 2012
The Ayco Company, L.P. June 2010 - August 2011
The Ayco Company, L.P. June 2009 - April 2010
Skills
PowerPoint, Excel, Microsoft Office, Financial Planning, Morningstar, Workstations, Series 7, Series 66, Licensed Life & Health..., Analysis, Stata
Education
Siena College 2006 — 2010
B.A., Major in Economics and a Minor in Business Administration
The Danish Institute for Study Abroad 2009 — 2009
International Business and Economics
Barclays Wealth and Investment Management June 2014 - Present
J.P. Morgan February 2012 - June 2014
Chase August 2011 - January 2012
The Ayco Company, L.P. June 2010 - August 2011
The Ayco Company, L.P. June 2009 - April 2010
Skills
PowerPoint, Excel, Microsoft Office, Financial Planning, Morningstar, Workstations, Series 7, Series 66, Licensed Life & Health..., Analysis, Stata
Education
Siena College 2006 — 2010
B.A., Major in Economics and a Minor in Business Administration
The Danish Institute for Study Abroad 2009 — 2009
International Business and Economics
Blake Morris's The Ayco Company, L.P. Experience May 2004 - April 2008
Job Chief Compliance Officer
Industry Investment Banking
Experience
First Southwest Company April 2013 - Present
First Southwest Company April 2008 - April 2013
The Ayco Company, L.P. May 2004 - April 2008
The Ayco Company, L.P. September 2001 - April 2004
Skills
Series 7, Series 24, Series 53, Compliance, AML, FINRA, Series 63, Alternative Investments, Fixed Income, Equities, Investments, Securities, Mutual Funds, Bonds, Hedge Funds, Capital Markets
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2006
MBA, Finance
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Finance
First Southwest Company April 2013 - Present
First Southwest Company April 2008 - April 2013
The Ayco Company, L.P. May 2004 - April 2008
The Ayco Company, L.P. September 2001 - April 2004
Skills
Series 7, Series 24, Series 53, Compliance, AML, FINRA, Series 63, Alternative Investments, Fixed Income, Equities, Investments, Securities, Mutual Funds, Bonds, Hedge Funds, Capital Markets
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2006
MBA, Finance
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Finance
Jo Anne Thompson's The Ayco Company, L.P. Experience July 1997 - January 2001
Job Taking care of my elderly mother is a full time job
Industry Consumer Services
Experience
Self employed - parental healthcare provider March 2012 - Present
Fenwal, Inc. June 2008 - May 2012
DBM April 2006 - February 2008
Lincoln For Congress September 2005 - April 2006
Foresight International August 2004 - September 2005
CNH Global May 2001 - December 2002
The Ayco Company, L.P. July 1997 - January 2001
Varian January 1993 - April 1998
Skills
Purchasing, Project Management, Customer Service, Outlook, Event Planning, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word
Education
Trinity International University 1985 — 1986
Wauconda high school
Self employed - parental healthcare provider March 2012 - Present
Fenwal, Inc. June 2008 - May 2012
DBM April 2006 - February 2008
Lincoln For Congress September 2005 - April 2006
Foresight International August 2004 - September 2005
CNH Global May 2001 - December 2002
The Ayco Company, L.P. July 1997 - January 2001
Varian January 1993 - April 1998
Skills
Purchasing, Project Management, Customer Service, Outlook, Event Planning, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word
Education
Trinity International University 1985 — 1986
Wauconda high school
Jonathan Tamul's The Ayco Company, L.P. Experience April 2011 - Present
Job Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. April 2011 - Present
Education
University at Albany, SUNY
The Ayco Company, L.P. April 2011 - Present
Education
University at Albany, SUNY
Anthony Repicky's The Ayco Company, L.P. Experience June 2003 - Present
Job Tax Reviewer at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P. June 2003 - Present
Education
University at Albany, SUNY
The Ayco Company, L.P. June 2003 - Present
Education
University at Albany, SUNY
Jonathan Hefter's The Ayco Company, L.P. Experience November 2011 - February 2013
Job Director of Operations Mills Entertainment
Industry Entertainment
Experience
Mills Entertainment February 2013 - Present
The Ayco Company, L.P. November 2011 - February 2013
Witness Circle Coaching, LLC January 2007 - November 2011
Ward Pilates, LLC January 2006 - November 2011
M5 Networks, Inc March 2004 - September 2007
NBC Universal May 1996 - September 2003
National Broadcasting Company 1996 - 2003
Skills
Team Building, Business Development, Project Management, Marketing, Coaching, Entrepreneurship, Small Business, Customer Service, Public Speaking, Training, Start-ups, Management, Budgets, Networking, Fundraising, Social Media Marketing, Social Media, Nonprofits, Finance, Strategic Planning, Event Management, Organizational..., Strategy, Leadership, Event Planning, Leadership Development, New Business Development, Public Relations, Business Strategy, Business Planning, Marketing Strategy
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Arts, Political Science
Mills Entertainment February 2013 - Present
The Ayco Company, L.P. November 2011 - February 2013
Witness Circle Coaching, LLC January 2007 - November 2011
Ward Pilates, LLC January 2006 - November 2011
M5 Networks, Inc March 2004 - September 2007
NBC Universal May 1996 - September 2003
National Broadcasting Company 1996 - 2003
Skills
Team Building, Business Development, Project Management, Marketing, Coaching, Entrepreneurship, Small Business, Customer Service, Public Speaking, Training, Start-ups, Management, Budgets, Networking, Fundraising, Social Media Marketing, Social Media, Nonprofits, Finance, Strategic Planning, Event Management, Organizational..., Strategy, Leadership, Event Planning, Leadership Development, New Business Development, Public Relations, Business Strategy, Business Planning, Marketing Strategy
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Arts, Political Science
Pat Delay's The Ayco Company, L.P. Experience 2005 - 2007
Job The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group March 2013 - Present
Credit Suisse April 2009 - March 2013
LeverPoint Management, LLC August 2007 - March 2009
The Ayco Company, L.P. 2005 - 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Siena College
The London School of Economics and Political Science (LSE)
The Carlyle Group March 2013 - Present
Credit Suisse April 2009 - March 2013
LeverPoint Management, LLC August 2007 - March 2009
The Ayco Company, L.P. 2005 - 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Siena College
The London School of Economics and Political Science (LSE)
Melissa Volsky's The Ayco Company, L.P. Experience August 2008 - Present
Job
Industry Financial Services
Experience
The Ayco Company, L.P. August 2008 - Present
Skills
Series 6, Insurance, Life Insurance, Retirement Planning, Accident, Fixed Annuities
Education
The Sage Colleges-Sage Graduate School 1999 — 2002
MBA
State University of New York at Buffalo 1993 — 1997
Bachelor of Arts (B.A.)
The Ayco Company, L.P. August 2008 - Present
Skills
Series 6, Insurance, Life Insurance, Retirement Planning, Accident, Fixed Annuities
Education
The Sage Colleges-Sage Graduate School 1999 — 2002
MBA
State University of New York at Buffalo 1993 — 1997
Bachelor of Arts (B.A.)
Kathaleen Hanlon's The Ayco Company, L.P. Experience 1985 - 1986
Job Human Resources Manager at Curtis Lumber Co, Inc.
Industry Building Materials
Experience
Curtis Lumber Co, Inc. 2014 - 2015
Latham International 2011 - 2014
Prime Companies 2008 - 2011
X-Ray Optical Systems, Inc. 2000 - 2008
Wabtec Passenger Transit 1997 - 2000
Garden Way, Inc. 1990 - 1997
Farm Family Insurance Companies 1986 - 1990
The Ayco Company, L.P. 1985 - 1986
Skills
Employee Handbooks, FMLA, Labor Relations, Benefits Administration, Employee Benefits, Employee Relations, FLSA, EEOC, SPHR, Succession Planning, HRIS, Union Avoidance, Human Resources, Onboarding, Applicant Tracking...
Education
Siena College 1981 — 1985
Bachelor of Arts, Political Science
Institute for Paralegal Training 1985 — 1985
Paralegal Certificate, Employee Benefits
Curtis Lumber Co, Inc. 2014 - 2015
Latham International 2011 - 2014
Prime Companies 2008 - 2011
X-Ray Optical Systems, Inc. 2000 - 2008
Wabtec Passenger Transit 1997 - 2000
Garden Way, Inc. 1990 - 1997
Farm Family Insurance Companies 1986 - 1990
The Ayco Company, L.P. 1985 - 1986
Skills
Employee Handbooks, FMLA, Labor Relations, Benefits Administration, Employee Benefits, Employee Relations, FLSA, EEOC, SPHR, Succession Planning, HRIS, Union Avoidance, Human Resources, Onboarding, Applicant Tracking...
Education
Siena College 1981 — 1985
Bachelor of Arts, Political Science
Institute for Paralegal Training 1985 — 1985
Paralegal Certificate, Employee Benefits
Mark Larkin's The Ayco Company, L.P. Experience May 2011 - Present
Job Vice President The Ayco Company, L.P.
Industry Investment Management
Experience
The Ayco Company, L.P. May 2011 - Present
Kuramo Capital Management, LLC. April 2010 - June 2011
Rensselaer Polytechnic Institute January 2001 - April 2010
Paradigm Capital March 1993 - December 2000
Skills
Financial Modeling
Education
Siena College 1986 — 1990
BS, Finance
The Ayco Company, L.P. May 2011 - Present
Kuramo Capital Management, LLC. April 2010 - June 2011
Rensselaer Polytechnic Institute January 2001 - April 2010
Paradigm Capital March 1993 - December 2000
Skills
Financial Modeling
Education
Siena College 1986 — 1990
BS, Finance
Toni Cameron, CPA's The Ayco Company, L.P. Experience January 2009 - May 2012
Job Tech Savvy Accountant at Hauser Long, P.S.
Industry Accounting
Experience
Hauser Long, P.S. September 2015 - Present
Bader Martin, P.S. August 2012 - August 2015
The Ayco Company, L.P. January 2009 - May 2012
Skills
Tax, Accounting, Tax Returns, General Ledger, Account Reconciliation, Microsoft Excel, Partnership Taxation, Auditing, Strategic Financial..., Non-Profit Taxation, Financial Statements, Financial Analysis, Financial Reporting, Spreadsheets, Financial Planners, Cash Flow, GAAP, Financial Accounting
Education
The College of Saint Rose 2010 — 2011
Masters of Science, Accounting
State University of New York at Albany 2006 — 2009
Bachelor's degree, Accounting, Minor in Business Administration
Hauser Long, P.S. September 2015 - Present
Bader Martin, P.S. August 2012 - August 2015
The Ayco Company, L.P. January 2009 - May 2012
Skills
Tax, Accounting, Tax Returns, General Ledger, Account Reconciliation, Microsoft Excel, Partnership Taxation, Auditing, Strategic Financial..., Non-Profit Taxation, Financial Statements, Financial Analysis, Financial Reporting, Spreadsheets, Financial Planners, Cash Flow, GAAP, Financial Accounting
Education
The College of Saint Rose 2010 — 2011
Masters of Science, Accounting
State University of New York at Albany 2006 — 2009
Bachelor's degree, Accounting, Minor in Business Administration
Jordan Fruchter's The Ayco Company, L.P. Experience June 2002 - Present
Job Vice President, Substantive Tax Policy at The Ayco Company, L.P.
Industry Financial Services
Experience
Empire State College January 2009 - Present
The Ayco Company, L.P. June 2002 - Present
Skills
Financial Analysis, Strategic Financial..., Wealth Management, Tax, Coaching, Investments, Staff Development
Education
Union College 2001 — 2002
MBA, Business Administration
Union College 1997 — 2001
BA, Economics
Empire State College January 2009 - Present
The Ayco Company, L.P. June 2002 - Present
Skills
Financial Analysis, Strategic Financial..., Wealth Management, Tax, Coaching, Investments, Staff Development
Education
Union College 2001 — 2002
MBA, Business Administration
Union College 1997 — 2001
BA, Economics
Paige Harwell's The Ayco Company, L.P. Experience July 2007 - Present
Job Vice President Financial Counseling at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. July 2007 - Present
Skills
Asset Management, Financial Analysis, Investments, Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Wealth Management, Mutual Funds
Education
Southern Methodist University Dedman School of Law 2004 — 2007
JD
Texas A&M University - Mays Business School 2000 — 2004
Finance
The Ayco Company, L.P. July 2007 - Present
Skills
Asset Management, Financial Analysis, Investments, Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Wealth Management, Mutual Funds
Education
Southern Methodist University Dedman School of Law 2004 — 2007
JD
Texas A&M University - Mays Business School 2000 — 2004
Finance
Jill Nielsen's The Ayco Company, L.P. Experience July 2010 - Present
Job Tax Analyst at The Ayco Company
Industry Accounting
Experience
The Ayco Company, L.P. July 2010 - Present
UHY Advisors September 2006 - July 2010
The Ayco Company, L.P. January 2006 - August 2006
Michael Crowley CPA September 2005 - December 2005
Education
Siena College
The Ayco Company, L.P. July 2010 - Present
UHY Advisors September 2006 - July 2010
The Ayco Company, L.P. January 2006 - August 2006
Michael Crowley CPA September 2005 - December 2005
Education
Siena College
Sarah N. Bucey's The Ayco Company, L.P. Experience March 2010 - October 2011
Job Materials Manager at Inova, LLC
Industry Furniture
Experience
Inova LLC July 2015 - Present
Midland Farms Inc. / Hemisphere Mgt October 2011 - July 2015
The Ayco Company, L.P. March 2010 - October 2011
Hemisphere Management March 2009 - March 2010
Waddell & Reed March 2007 - March 2009
Skills
Accounting, Corporate Finance, Human Resources, Finance, Strategic Financial..., Insurance, Financial Analysis, Microsoft Excel, Time Management, Data Analysis, Business Planning, Strategic Planning, PowerPoint, Account Reconciliation, Accounts Receivable
Education
State University of New York at Albany 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Finance
University at Albany, SUNY 2004 — 2008
Bachelors, Bus Admin; Finance & Mgt, and Minor in Economics
Inova LLC July 2015 - Present
Midland Farms Inc. / Hemisphere Mgt October 2011 - July 2015
The Ayco Company, L.P. March 2010 - October 2011
Hemisphere Management March 2009 - March 2010
Waddell & Reed March 2007 - March 2009
Skills
Accounting, Corporate Finance, Human Resources, Finance, Strategic Financial..., Insurance, Financial Analysis, Microsoft Excel, Time Management, Data Analysis, Business Planning, Strategic Planning, PowerPoint, Account Reconciliation, Accounts Receivable
Education
State University of New York at Albany 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Finance
University at Albany, SUNY 2004 — 2008
Bachelors, Bus Admin; Finance & Mgt, and Minor in Economics
Dennis Aarons's The Ayco Company, L.P. Experience December 1998 - Present
Job Director, Marketing Research at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. December 1998 - Present
Web Graphics September 1987 - October 1998
Scott Plastics Company July 1984 - August 1987
Skills
Marketing, Product Development, Advertising, Financial Analysis, Marketing Strategy, Market Research, Strategic Planning, New Business Development, Customer Service, Business Planning, Business Development, Team Building, Team Leadership
Education
Stetson University 1979 — 1984
BBA, Marketing and Management
The Prew School 1977 — 1979
The Ayco Company, L.P. December 1998 - Present
Web Graphics September 1987 - October 1998
Scott Plastics Company July 1984 - August 1987
Skills
Marketing, Product Development, Advertising, Financial Analysis, Marketing Strategy, Market Research, Strategic Planning, New Business Development, Customer Service, Business Planning, Business Development, Team Building, Team Leadership
Education
Stetson University 1979 — 1984
BBA, Marketing and Management
The Prew School 1977 — 1979
Jonathan Volpe's The Ayco Company, L.P. Experience August 2008 - June 2009
Job Business Analyst at Strategic Investment Group
Industry Information Services
Experience
Gonzaga College High School August 2011 - Present
Strategic Investment Group February 2015 - Present
Falconwood, Incorporated July 2014 - February 2015
Leidos February 2012 - June 2014
SAIC May 2011 - February 2012
Rensselaer Polytechnic Institute July 2009 - June 2011
The Ayco Company, L.P. August 2008 - June 2009
The Ayco Company, L.P. February 2008 - August 2008
Skills
Data Analysis, Access, Program Management, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Microsoft Word, Event Planning, Project Management, Research, Time Management, Business Process..., Sports Coaching, Social Networking, Analysis, Customer Service, Outlook, Requirements Analysis, Stakeholder Engagement, SharePoint, Management Consulting
Education
University at Albany, SUNY 2007 — 2009
MBA, Information Assurance
University at Albany, SUNY 2003 — 2007
BS, Finance
Gonzaga College High School August 2011 - Present
Strategic Investment Group February 2015 - Present
Falconwood, Incorporated July 2014 - February 2015
Leidos February 2012 - June 2014
SAIC May 2011 - February 2012
Rensselaer Polytechnic Institute July 2009 - June 2011
The Ayco Company, L.P. August 2008 - June 2009
The Ayco Company, L.P. February 2008 - August 2008
Skills
Data Analysis, Access, Program Management, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Microsoft Word, Event Planning, Project Management, Research, Time Management, Business Process..., Sports Coaching, Social Networking, Analysis, Customer Service, Outlook, Requirements Analysis, Stakeholder Engagement, SharePoint, Management Consulting
Education
University at Albany, SUNY 2007 — 2009
MBA, Information Assurance
University at Albany, SUNY 2003 — 2007
BS, Finance
Renee Galloway's The Ayco Company, L.P. Experience 2005 - July 2006
Job SVP at Bender Lane Advisory, LLC
Industry Financial Services
Experience
Bender Lane Advisory, LLC July 2006 - Present
The Ayco Company, L.P. 2005 - July 2006
The Ayco Company, L.P. 1999 - 2005
KPMG 1994 - 1999
Education
State University of New York College at Geneseo 1989 — 1993
BS, Accounting
Bender Lane Advisory, LLC July 2006 - Present
The Ayco Company, L.P. 2005 - July 2006
The Ayco Company, L.P. 1999 - 2005
KPMG 1994 - 1999
Education
State University of New York College at Geneseo 1989 — 1993
BS, Accounting
Jacqueline Darves's The Ayco Company, L.P. Experience July 2006 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
The Ayco Company, L.P. July 2006 - August 2008
Education
Western State Colorado University 2003 — 2005
Accounting & Business Administration
St. Lawrence University 2002 — 2003
The Ayco Company, L.P. July 2006 - August 2008
Education
Western State Colorado University 2003 — 2005
Accounting & Business Administration
St. Lawrence University 2002 — 2003
Alan Wagman, CFA's The Ayco Company, L.P. Experience October 2011 - Present
Job Director Western Region at Ayco
Industry Financial Services
Experience
The Ayco Company, L.P. October 2011 - Present
HM Fund Management 2008 - 2011
HSBC Securities 1994 - 2008
Skills
Management, Wealth Management, Financial Planning, Series 7, Mutual Funds, Series 63, Investments, Securities, Retirement Planning, Portfolio Management, Series 24, Investment Advisory, Asset Allocation, Alternative Investments, Strategic Financial..., Credit, Fixed Income
Education
Tulane University 1980 — 1984
Economics
The Ayco Company, L.P. October 2011 - Present
HM Fund Management 2008 - 2011
HSBC Securities 1994 - 2008
Skills
Management, Wealth Management, Financial Planning, Series 7, Mutual Funds, Series 63, Investments, Securities, Retirement Planning, Portfolio Management, Series 24, Investment Advisory, Asset Allocation, Alternative Investments, Strategic Financial..., Credit, Fixed Income
Education
Tulane University 1980 — 1984
Economics
Jeff Jacklin's The Ayco Company, L.P. Experience April 2009 - Present
Job Vice President SurvivorSupport, Ayco A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P. April 2009 - Present
The Ayco Company, L.P. 2000 - 2002
Education
Syracuse University College of Law 1997 — 2000
Juris Doctor
The Ayco Company, L.P. April 2009 - Present
The Ayco Company, L.P. 2000 - 2002
Education
Syracuse University College of Law 1997 — 2000
Juris Doctor
Carrie Stephens's The Ayco Company, L.P. Experience July 2009 - Present
Job Administrative Assistant at The Ayco Company, L.P.
Industry Executive Office
Experience
The Ayco Company, L.P. July 2009 - Present
Cambridge Leather April 2005 - February 2009
Royal Lane Academy January 2003 - March 2004
Northern Trust October 1999 - October 2002
Skills
Event Planning, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Administrative..., Outlook, Lotus Notes, Spreadsheets, PowerPoint
Education
Trinity University 1991 — 1992
Poli Sci, Sociology
The Ayco Company, L.P. July 2009 - Present
Cambridge Leather April 2005 - February 2009
Royal Lane Academy January 2003 - March 2004
Northern Trust October 1999 - October 2002
Skills
Event Planning, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Administrative..., Outlook, Lotus Notes, Spreadsheets, PowerPoint
Education
Trinity University 1991 — 1992
Poli Sci, Sociology
Jesse Koepp's The Ayco Company, L.P. Experience June 1998 - January 2003
Job Senior Client Relationship Manager at Fenimore Asset Management
Industry Investment Management
Experience
Fenimore Asset Management March 2012 - Present
Trustco Bank February 2003 - March 2012
The Ayco Company, L.P. June 1998 - January 2003
Skills
Equities, Mutual Funds, Banking, Series 7, Loans, Asset Allocation, Fixed Income, Wealth Management, Due Diligence, Alternative Investments, Risk Management, Investment Strategies, Financial Reporting
Education
Siena College
Bachelor of Science, Finance
State University of New York at Albany
MBA
Fenimore Asset Management March 2012 - Present
Trustco Bank February 2003 - March 2012
The Ayco Company, L.P. June 1998 - January 2003
Skills
Equities, Mutual Funds, Banking, Series 7, Loans, Asset Allocation, Fixed Income, Wealth Management, Due Diligence, Alternative Investments, Risk Management, Investment Strategies, Financial Reporting
Education
Siena College
Bachelor of Science, Finance
State University of New York at Albany
MBA
Jean Bedell's The Ayco Company, L.P. Experience June 2001 - July 2003
Job Advanced Financial and Estate Planning Specialist CPA/PFS, CFP
Industry Financial Services
Experience
Bonadio Wealth Advisors, LLC October 2008 - Present
DR Financial Services, LLC July 2003 - October 2008
The Ayco Company, L.P. June 2001 - July 2003
KPMG, LLP January 1997 - December 2000
Skills
Tax, Strategic Financial..., Internal Controls, Accounting
Education
Siena College 1994 — 1998
BBA in Accounting, Accounting
Bonadio Wealth Advisors, LLC October 2008 - Present
DR Financial Services, LLC July 2003 - October 2008
The Ayco Company, L.P. June 2001 - July 2003
KPMG, LLP January 1997 - December 2000
Skills
Tax, Strategic Financial..., Internal Controls, Accounting
Education
Siena College 1994 — 1998
BBA in Accounting, Accounting
Liz Bieg's The Ayco Company, L.P. Experience October 1994 - Present
Job Senior Tax Associate at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P. October 1994 - Present
Ertel, Moskowitz & Grogan CPA's April 1984 - April 1994
Education
State University of New York College at Plattsburgh 1980 — 1982
Bachelors, Accounting
State University of New York College of Agriculture and Technology at Cobleskill 1978 — 1980
AAS, Accounting
The Ayco Company, L.P. October 1994 - Present
Ertel, Moskowitz & Grogan CPA's April 1984 - April 1994
Education
State University of New York College at Plattsburgh 1980 — 1982
Bachelors, Accounting
State University of New York College of Agriculture and Technology at Cobleskill 1978 — 1980
AAS, Accounting
Michael Cummins, CFP's The Ayco Company, L.P. Experience February 2000 - Present
Job VP of Financial Counseling
Industry Financial Services
Experience
The Ayco Company, L.P. February 2000 - Present
Certified Financial Strategies August 1998 - January 2000
Education
The University of Texas at Dallas - School of Management 1998 — 1999
MBA, Financial Services
Spring Hill College 1994 — 1998
BS, Finance
The Ayco Company, L.P. February 2000 - Present
Certified Financial Strategies August 1998 - January 2000
Education
The University of Texas at Dallas - School of Management 1998 — 1999
MBA, Financial Services
Spring Hill College 1994 — 1998
BS, Finance
Kristin LeBrou's The Ayco Company, L.P. Experience September 1993 - Present
Job Tax Director at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. September 1993 - Present
Skills
Tax, Income Tax, Training, Tax Preparation, High Net Worth...
Education
University at Albany, SUNY 1990 — 1992
B.A., Political Science
Tulane University 1988 — 1990
The Ayco Company, L.P. September 1993 - Present
Skills
Tax, Income Tax, Training, Tax Preparation, High Net Worth...
Education
University at Albany, SUNY 1990 — 1992
B.A., Political Science
Tulane University 1988 — 1990
Danna Rocque's The Ayco Company, L.P. Experience February 2008 - Present
Job Investment Professional at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. February 2008 - Present
Skills
Series 7, Investment Strategies, Asset Allocation, Investments, Investment Advisory, Retirement Planning, Wealth Management, Alternative Investments, Uniform Combined State..., Series 63, Mutual Funds, Portfolio Management, Wealth Management..., Bloomberg, Retirement, Hedge Funds, Asset Managment, Strategic Financial..., Investment Management, Equities
Education
United States Military Academy at West Point
The Ayco Company, L.P. February 2008 - Present
Skills
Series 7, Investment Strategies, Asset Allocation, Investments, Investment Advisory, Retirement Planning, Wealth Management, Alternative Investments, Uniform Combined State..., Series 63, Mutual Funds, Portfolio Management, Wealth Management..., Bloomberg, Retirement, Hedge Funds, Asset Managment, Strategic Financial..., Investment Management, Equities
Education
United States Military Academy at West Point
Kay Cairns's The Ayco Company, L.P. Experience October 1987 - January 2001
Job Tax Associate at SDT Associates
Industry Accounting
Experience
SDT Associates February 2014 - Present
Informz, Inc. June 2013 - January 2014
Informz, Inc. June 2007 - June 2013
The Ayco Company, a Goldman Sachs Company January 2001 - May 2007
The Ayco Company, L.P. October 1987 - January 2001
Skills
Email Marketing, Strategic Planning, Newsletters, Marketing, Business Development, Social Media, Event Planning, Marketing Communications, Event Management, Public Relations, Photoshop, Microsoft Office, Strategic Financial..., Advertising, Leadership
Education
State University of New York at Albany 1989 — 1993
MBA, Master's of Business Administration
Siena College 1983 — 1987
BS, FINANCE
SDT Associates February 2014 - Present
Informz, Inc. June 2013 - January 2014
Informz, Inc. June 2007 - June 2013
The Ayco Company, a Goldman Sachs Company January 2001 - May 2007
The Ayco Company, L.P. October 1987 - January 2001
Skills
Email Marketing, Strategic Planning, Newsletters, Marketing, Business Development, Social Media, Event Planning, Marketing Communications, Event Management, Public Relations, Photoshop, Microsoft Office, Strategic Financial..., Advertising, Leadership
Education
State University of New York at Albany 1989 — 1993
MBA, Master's of Business Administration
Siena College 1983 — 1987
BS, FINANCE
C. Jerome Mopsik's The Ayco Company, L.P. Experience July 2006 - May 2007
Job Business Analyst at Pet Partners LLC
Industry Financial Services
Experience
Pet Partners LLC April 2012 - Present
Nimble Nano Inc April 2010 - Present
Synergy Life Brokerage Group, LLC May 2007 - November 2009
The Ayco Company, L.P. July 2006 - May 2007
Yacht Club of Stone Harbor June 2002 - August 2005
Education
Skidmore College 2002 — 2006
Bachelor of Arts (BA)
Universitat d'Alacant 2005 — 2005
Friends' Central School 1998 — 2002
High School
Pet Partners LLC April 2012 - Present
Nimble Nano Inc April 2010 - Present
Synergy Life Brokerage Group, LLC May 2007 - November 2009
The Ayco Company, L.P. July 2006 - May 2007
Yacht Club of Stone Harbor June 2002 - August 2005
Education
Skidmore College 2002 — 2006
Bachelor of Arts (BA)
Universitat d'Alacant 2005 — 2005
Friends' Central School 1998 — 2002
High School
Kimberly Serota's The Ayco Company, L.P. Experience September 2007 - December 2010
Job Advocacy Intern at Catholic Relief Services
Industry Program Development
Experience
Catholic Relief Services August 2014 - Present
Exsite Services, Inc. July 2012 - Present
KidsPeace August 2013 - May 2014
Maxim Healthcare Services December 2010 - July 2012
The Ayco Company, L.P. September 2007 - December 2010
Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Payroll, Customer Service, Microsoft Word, Access, Accounting, QuickBooks, Recruiting, Management, Healthcare, Financial Reporting, Data Analysis, Financial Analysis
Education
University of Maryland Baltimore 2012 — 2015
Master of Social Work (M.S.W.), Social Work, 4.11 GPA
University at Albany, SUNY 2005 — 2009
B.A, Political Science and African Studies
Catholic Relief Services August 2014 - Present
Exsite Services, Inc. July 2012 - Present
KidsPeace August 2013 - May 2014
Maxim Healthcare Services December 2010 - July 2012
The Ayco Company, L.P. September 2007 - December 2010
Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Payroll, Customer Service, Microsoft Word, Access, Accounting, QuickBooks, Recruiting, Management, Healthcare, Financial Reporting, Data Analysis, Financial Analysis
Education
University of Maryland Baltimore 2012 — 2015
Master of Social Work (M.S.W.), Social Work, 4.11 GPA
University at Albany, SUNY 2005 — 2009
B.A, Political Science and African Studies
Christopher Madej, MBA's The Ayco Company, L.P. Experience October 2009 - Present
Job Senior Financial Planner at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. October 2009 - Present
MetLife 2008 - 2009
Enterprise Rent-A-Car 2004 - 2008
Skills
Retirement Planning, Financial Planning, Mutual Funds, Series 7, Series 63, Investments, Strategic Financial..., Retirement, Wealth Management, Estate Planning, Investment Strategies, 401k, Securities, Investment Advisory, Portfolio Management
Education
SUNY Albany 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Stonehill College 2000 — 2004
BA, Finance and Economics
The Ayco Company, L.P. October 2009 - Present
MetLife 2008 - 2009
Enterprise Rent-A-Car 2004 - 2008
Skills
Retirement Planning, Financial Planning, Mutual Funds, Series 7, Series 63, Investments, Strategic Financial..., Retirement, Wealth Management, Estate Planning, Investment Strategies, 401k, Securities, Investment Advisory, Portfolio Management
Education
SUNY Albany 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Stonehill College 2000 — 2004
BA, Finance and Economics
Dave Wronowski, CFA's The Ayco Company, L.P. Experience August 2003 - Present
Job at The Ayco Company, L.P.
Industry Investment Management
Experience
The Ayco Company, L.P. August 2003 - Present
Neuberger Berman July 2000 - December 2003
CIBC Oppenheimer 1999 - 2000
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Investment Strategies, Asset Managment, Series 63, Equities, Fixed Income, Microsoft Excel, Life Insurance, Microsoft Office, Process Improvement, Strategic Planning, Real Estate, Public Speaking, Business Development, Operations Management, Social Media, Event Management, Alternative Investments
Education
Skidmore College 1995 — 1999
B.S., Accounting
The Ayco Company, L.P. August 2003 - Present
Neuberger Berman July 2000 - December 2003
CIBC Oppenheimer 1999 - 2000
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Investment Strategies, Asset Managment, Series 63, Equities, Fixed Income, Microsoft Excel, Life Insurance, Microsoft Office, Process Improvement, Strategic Planning, Real Estate, Public Speaking, Business Development, Operations Management, Social Media, Event Management, Alternative Investments
Education
Skidmore College 1995 — 1999
B.S., Accounting
Stephanie Lance's The Ayco Company, L.P. Experience January 2012 - Present
Job Senior Account Associate at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. January 2012 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2009 - December 2011
The Ayco Company, L.P., a Goldman Sachs Company July 2008 - January 2009
The Ayco Company, L.P., a Goldman Sachs Company August 2007 - June 2008
The Gazette Newspaper April 2003 - July 2007
Skills
Series 7, Microsoft Word, Investments, Financial Analysis, Insurance, Mutual Funds, Finance, Portfolio Management, Financial Planning, Asset Management, Equities, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Time Management, Sales, Negotiation, Project Management
Education
State University of New York Empire State College
Bachelor's Degree, Business Administration and Management, General, 3.3
The Ayco Company, L.P. January 2012 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2009 - December 2011
The Ayco Company, L.P., a Goldman Sachs Company July 2008 - January 2009
The Ayco Company, L.P., a Goldman Sachs Company August 2007 - June 2008
The Gazette Newspaper April 2003 - July 2007
Skills
Series 7, Microsoft Word, Investments, Financial Analysis, Insurance, Mutual Funds, Finance, Portfolio Management, Financial Planning, Asset Management, Equities, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Time Management, Sales, Negotiation, Project Management
Education
State University of New York Empire State College
Bachelor's Degree, Business Administration and Management, General, 3.3
Aggie Simpson's The Ayco Company, L.P. Experience June 1980 - August 2011
Job Regional Wealth Planning Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2014 - Present
Wells Fargo Private Bank July 2012 - Present
The Ayco Company, LP, a Goldman Sachs Company August 2011 - July 2012
The Ayco Company March 2005 - August 2011
The Ayco Company, L.P. June 1980 - August 2011
Rexco Energy Securities, Inc. September 1983 - January 1987
Rexco Energy, Inc. September 1983 - January 1987
Skills
Financial Planning, Inheritance Tax Planning, Tax Planning, Estate Planning, Asset Allocation, Retirement Planning, Wealth Management, Options, Cash Flow, Income Tax, Employee Benefits, High Net Worth..., Private Wealth..., Estate Tax Planning, Financial Advisory, Insurance Planning, Investments, Retirement, Investment Advisory, Trusts, Asset Protection, Wealth, Wealth Transfer, Wealth Preservation, Wealth Transfer Planning, Series 7, Charitable Giving, Succession Planning, Wills, Insurance, Tax Preparation, Wealth Management..., Financial Planners, Strategic Financial..., Certified Financial..., Financial Services, Securities, 401k, Investment Strategies, Personal Financial..., Alternative Investments, Mutual Funds, Investment Management, Series 63, Asset Management, Fixed Annuities, Hedge Funds, Life Insurance, Trust Services
Education
Union College 1973 — 1997
BS, Industrial Economics
Union College 1980 — 1982
MBA, Planning & Control
Union College
Aggie obtained a BS; MBA, Industrial Economics and; Planning & Control
Wells Fargo Private Bank August 2014 - Present
Wells Fargo Private Bank July 2012 - Present
The Ayco Company, LP, a Goldman Sachs Company August 2011 - July 2012
The Ayco Company March 2005 - August 2011
The Ayco Company, L.P. June 1980 - August 2011
Rexco Energy Securities, Inc. September 1983 - January 1987
Rexco Energy, Inc. September 1983 - January 1987
Skills
Financial Planning, Inheritance Tax Planning, Tax Planning, Estate Planning, Asset Allocation, Retirement Planning, Wealth Management, Options, Cash Flow, Income Tax, Employee Benefits, High Net Worth..., Private Wealth..., Estate Tax Planning, Financial Advisory, Insurance Planning, Investments, Retirement, Investment Advisory, Trusts, Asset Protection, Wealth, Wealth Transfer, Wealth Preservation, Wealth Transfer Planning, Series 7, Charitable Giving, Succession Planning, Wills, Insurance, Tax Preparation, Wealth Management..., Financial Planners, Strategic Financial..., Certified Financial..., Financial Services, Securities, 401k, Investment Strategies, Personal Financial..., Alternative Investments, Mutual Funds, Investment Management, Series 63, Asset Management, Fixed Annuities, Hedge Funds, Life Insurance, Trust Services
Education
Union College 1973 — 1997
BS, Industrial Economics
Union College 1980 — 1982
MBA, Planning & Control
Union College
Aggie obtained a BS; MBA, Industrial Economics and; Planning & Control
Giovanna Golinello's The Ayco Company, L.P. Experience June 2009 - May 2010
Job Marketing & Operations Manager at Charm School Chocolate
Industry Retail
Experience
Charm School Chocolate July 2014 - Present
Under Armour December 2013 - December 2014
Quidsi Inc. May 2013 - November 2013
Soap.com June 2010 - May 2013
The Ayco Company, L.P. June 2009 - May 2010
The Ayco Company, L.P. January 2009 - May 2010
Peter Harris Clothes, Inc. June 2008 - December 2008
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Series 7, Microsoft Excel, Investments, Finance, Competitive Analysis, Forecasting, Asset Allocation, Project Management, Coordination, E-commerce, Sales, Merchandising
Education
University at Albany, SUNY 2005 — 2009
Bachelors, Finance/Marketing
Charm School Chocolate July 2014 - Present
Under Armour December 2013 - December 2014
Quidsi Inc. May 2013 - November 2013
Soap.com June 2010 - May 2013
The Ayco Company, L.P. June 2009 - May 2010
The Ayco Company, L.P. January 2009 - May 2010
Peter Harris Clothes, Inc. June 2008 - December 2008
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Series 7, Microsoft Excel, Investments, Finance, Competitive Analysis, Forecasting, Asset Allocation, Project Management, Coordination, E-commerce, Sales, Merchandising
Education
University at Albany, SUNY 2005 — 2009
Bachelors, Finance/Marketing
Debbie Colozza's The Ayco Company, L.P. Experience September 2004 - Present
Job Human Resources Associate Relations at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. September 2004 - Present
Education
State University of New York College at Plattsburgh 1996 — 1999
MS Education, English - Fine Arts
The Ayco Company, L.P. September 2004 - Present
Education
State University of New York College at Plattsburgh 1996 — 1999
MS Education, English - Fine Arts
Heather Mulholland's The Ayco Company, L.P. Experience CounselWilmerHaleOctober 2001 - January 2006
Job Vice President and Senior Counsel at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. CounselWilmerHaleOctober 2001 - January 2006
Education
Washington and Lee University School of Law 1994 — 1997
J.D.
St. Lawrence University 1990 — 1994
B.A., Economics
The Ayco Company, L.P. CounselWilmerHaleOctober 2001 - January 2006
Education
Washington and Lee University School of Law 1994 — 1997
J.D.
St. Lawrence University 1990 — 1994
B.A., Economics
Kathleen Muller's The Ayco Company, L.P. Experience January 1995 - January 1996
Job Financial Sales Assistant at MFG Investments, LLC
Industry Financial Services
Experience
MFG Investments, LLC December 2014 - Present
Fisher Financial Group/AXA-Advisors December 2011 - December 2014
Food Bank of South Jersey March 2011 - December 2011
Immanuel Lutheran Nursery School August 2007 - June 2010
Jazzercise Fitness Center February 2004 - June 2008
The Ayco Company, L.P. January 1995 - January 1996
TIAA-CREF April 1994 - October 1994
Morgan Stanley April 1992 - February 1994
New York Mercantile Exchange September 1990 - April 1992
Skills
Microsoft Office, Word, Excel, Data Entry, Typing, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Training, Leadership, PowerPoint
Education
State University of New York College at Geneseo 1986 — 1990
BS, Management Science
MFG Investments, LLC December 2014 - Present
Fisher Financial Group/AXA-Advisors December 2011 - December 2014
Food Bank of South Jersey March 2011 - December 2011
Immanuel Lutheran Nursery School August 2007 - June 2010
Jazzercise Fitness Center February 2004 - June 2008
The Ayco Company, L.P. January 1995 - January 1996
TIAA-CREF April 1994 - October 1994
Morgan Stanley April 1992 - February 1994
New York Mercantile Exchange September 1990 - April 1992
Skills
Microsoft Office, Word, Excel, Data Entry, Typing, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Training, Leadership, PowerPoint
Education
State University of New York College at Geneseo 1986 — 1990
BS, Management Science
Kristina Agresta, CPA's The Ayco Company, L.P. Experience January 2008 - June 2009
Job Finance Manager at Site Solutions Worldwide
Industry Accounting
Experience
Site Solutions Worldwide April 2012 - Present
Fecteau, PLLC January 2012 - April 2012
PwC October 2009 - December 2011
The Ayco Company, L.P. January 2008 - June 2009
MVP Health Care June 2007 - December 2007
Northwestern Mutual July 2006 - June 2007
Skills
Accounting, Financial Analysis, Tax, Auditing, Financial Reporting, Budgets, Financial Accounting
Education
Siena College 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Burnt Hills Ballston Lake
Site Solutions Worldwide April 2012 - Present
Fecteau, PLLC January 2012 - April 2012
PwC October 2009 - December 2011
The Ayco Company, L.P. January 2008 - June 2009
MVP Health Care June 2007 - December 2007
Northwestern Mutual July 2006 - June 2007
Skills
Accounting, Financial Analysis, Tax, Auditing, Financial Reporting, Budgets, Financial Accounting
Education
Siena College 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Burnt Hills Ballston Lake
Thomas Lippert's The Ayco Company, L.P. Experience May 2012 - May 2013
Job Compliance Examiner at National Futures Association
Industry Accounting
Experience
National Futures Association January 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - August 2013
The Ayco Company, L.P. May 2012 - May 2013
Visiting Angels March 2012 - May 2012
Skills
Leadership, Time Management, Customer Service, Accounting, Microsoft Excel, QuickBooks, Financial Analysis, Microsoft Word, PowerPoint, Auditing, Financial Accounting, Financial Reporting
Education
St. John's University 2013 — 2015
Master of Science (MS), Taxation
State University of New York at Albany 2009 — 2013
Bachelor of Science (B.S.), Accounting
National Futures Association January 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - August 2013
The Ayco Company, L.P. May 2012 - May 2013
Visiting Angels March 2012 - May 2012
Skills
Leadership, Time Management, Customer Service, Accounting, Microsoft Excel, QuickBooks, Financial Analysis, Microsoft Word, PowerPoint, Auditing, Financial Accounting, Financial Reporting
Education
St. John's University 2013 — 2015
Master of Science (MS), Taxation
State University of New York at Albany 2009 — 2013
Bachelor of Science (B.S.), Accounting
Paula Aveni's The Ayco Company, L.P. Experience August 2010 - June 2014
Job Regional Administrative Officer for Citizens Financial Services
Industry Financial Services
Experience
Citizens Investment Services June 2014 - Present
The Ayco Company, L.P. August 2010 - June 2014
Morgan Stanley Smith Barney February 2010 - July 2010
Citi Smith Barney July 2008 - February 2010
Skills
Securities, FINRA, Mutual Funds, Risk Management, Investments, Estate Planning, Wealth Management, Insurance, Asset Management, Investment Advisory, Due Diligence, Equities, Alternative Investments, Financial Risk, Strategic Financial..., Fixed Income
Education
The College of Saint Rose 1999 — 2003
Bachelor of Science (BS), Elementary Education and Teaching
Citizens Investment Services June 2014 - Present
The Ayco Company, L.P. August 2010 - June 2014
Morgan Stanley Smith Barney February 2010 - July 2010
Citi Smith Barney July 2008 - February 2010
Skills
Securities, FINRA, Mutual Funds, Risk Management, Investments, Estate Planning, Wealth Management, Insurance, Asset Management, Investment Advisory, Due Diligence, Equities, Alternative Investments, Financial Risk, Strategic Financial..., Fixed Income
Education
The College of Saint Rose 1999 — 2003
Bachelor of Science (BS), Elementary Education and Teaching
Danielle Major's The Ayco Company, L.P. Experience October 1996 - Present
Job Owner / Operator at Faulconbriedge Danes
Industry Professional Training & Coaching
Experience
Faulconbridge Danes December 2004 - Present
The Ayco Company, L.P. October 1996 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Strategic Planning, Event Planning, Life Insurance, Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance
Education
State University of New York at Delhi 1992 — 1994
Bachelor of Science (BS), Veterinary/Animal Health Technology/Technician and Veterinary Assistant
SUNY Cobleskill 1990 — 1992
Animal Science / Thoroughbred Management
Faulconbridge Danes December 2004 - Present
The Ayco Company, L.P. October 1996 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Strategic Planning, Event Planning, Life Insurance, Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance
Education
State University of New York at Delhi 1992 — 1994
Bachelor of Science (BS), Veterinary/Animal Health Technology/Technician and Veterinary Assistant
SUNY Cobleskill 1990 — 1992
Animal Science / Thoroughbred Management
Trevor Fahr's The Ayco Company, L.P. Experience August 1998 - July 2010
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS July 2010 - Present
The Ayco Company, L.P. August 1998 - July 2010
Education
Southern Methodist University - Cox School of Business 2001 — 2002
Master of Science, Accounting
Trinity University 1994 — 1998
Bachelor of Science, Business Administration
UBS July 2010 - Present
The Ayco Company, L.P. August 1998 - July 2010
Education
Southern Methodist University - Cox School of Business 2001 — 2002
Master of Science, Accounting
Trinity University 1994 — 1998
Bachelor of Science, Business Administration
Charles Millar's The Ayco Company, L.P. Experience September 2004 - February 2014
Job Complex Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2014 - Present
The Ayco Company, L.P. September 2004 - February 2014
Johnston Lemon April 1989 - August 2001
Education
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (BS)
Janney Montgomery Scott LLC February 2014 - Present
The Ayco Company, L.P. September 2004 - February 2014
Johnston Lemon April 1989 - August 2001
Education
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (BS)
Thomas Patricca, CFP's The Ayco Company, L.P. Experience June 2004 - Present
Job Director at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. June 2004 - Present
The Ayco Company, L.P. May 2002 - May 2004
The Ayco Company, L.P. January 1996 - May 2002
Skills
Investments, Portfolio Management, Insurance, Risk Management, Wealth Management
Education
State University of New York at Albany 1990 — 1993
Master of Business Administration (MBA), Marketing
Siena College 1985 — 1989
Bachelor of Science (B.S.), Finance, General, Magna Cum Laude
The Ayco Company, L.P. June 2004 - Present
The Ayco Company, L.P. May 2002 - May 2004
The Ayco Company, L.P. January 1996 - May 2002
Skills
Investments, Portfolio Management, Insurance, Risk Management, Wealth Management
Education
State University of New York at Albany 1990 — 1993
Master of Business Administration (MBA), Marketing
Siena College 1985 — 1989
Bachelor of Science (B.S.), Finance, General, Magna Cum Laude
Andrew Prancl's The Ayco Company, L.P. Experience January 2012 - Present
Job Senior Trader at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. January 2012 - Present
The Ayco Company, L.P. January 2007 - December 2011
The Ayco Company, L.P. January 2002 - December 2006
Skills
NASD Series 4, 7, 55,..., New York Stare Life,...
Education
State University of New York at Albany 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
Siena College 1988 — 1992
Bachelor of Science (B.S.), Finance, General
The Ayco Company, L.P. January 2012 - Present
The Ayco Company, L.P. January 2007 - December 2011
The Ayco Company, L.P. January 2002 - December 2006
Skills
NASD Series 4, 7, 55,..., New York Stare Life,...
Education
State University of New York at Albany 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
Siena College 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Matthew Powhida's The Ayco Company, L.P. Experience January 1997 - February 1998
Job Experienced IT Business Consultant
Industry Information Technology and Services
Experience
Fidelity National Information Services July 1998 - Present
Allbank February 1998 - July 1998
The Ayco Company, L.P. January 1997 - February 1998
Pioneer Savings Bank April 1992 - December 1996
Skills
Windows, Research, Outlook, HTML, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Analysis, Project Planning, Finance, Business Process, Business Planning
Education
Siena College 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Fidelity National Information Services July 1998 - Present
Allbank February 1998 - July 1998
The Ayco Company, L.P. January 1997 - February 1998
Pioneer Savings Bank April 1992 - December 1996
Skills
Windows, Research, Outlook, HTML, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Analysis, Project Planning, Finance, Business Process, Business Planning
Education
Siena College 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Karen Socola's The Ayco Company, L.P. Experience January 2006 - April 2013
Job Case Coordinator, New Business/Underwriting at Farm Family Insurance Companies
Industry Financial Services
Experience
Farm Family Insurance Companies November 2013 - Present
The Ayco Company, L.P. January 2006 - April 2013
The Ayco Company, L.P. November 1998 - January 2006
Phoenix Insurance Company November 1992 - October 1998
Skills
Customer Service, Insurance, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Windows, Life & Health Insurance..., Accounting, Banking, Employee Benefits, Data Entry, Spreadsheets
Education
SUNY Plattsburgh 1990 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
SUNY Cobleskill 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Farm Family Insurance Companies November 2013 - Present
The Ayco Company, L.P. January 2006 - April 2013
The Ayco Company, L.P. November 1998 - January 2006
Phoenix Insurance Company November 1992 - October 1998
Skills
Customer Service, Insurance, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Windows, Life & Health Insurance..., Accounting, Banking, Employee Benefits, Data Entry, Spreadsheets
Education
SUNY Plattsburgh 1990 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
SUNY Cobleskill 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General