The Ayco Company, L.P.
Description
Headquarters: Saratoga Springs, New York, United States Founded: 1971 Subsidiary: Ayco Asset Management Parent organization: Goldman Sachs Asset Management LP
The Ayco Company, L.P. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Ayco Company, L.P.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Ayco Company, L.P. Employees
Employee
Years
Job
Industry
Natalie Barber, CFP® Natalie Barber, CFP®'s The Ayco Company, L.P. Experience October 2008 - October 2012
Job LPL Financial Planner, Delta Community Retirement & Investment Services located at Delta Community Credit Union
Industry Financial Services
Experience
Delta Community Retirement & Investment Services located at October 2012 - Present
The Ayco Company, LP October 2008 - October 2012
Capital Directions, LLC February 2008 - October 2008
UGA Student Financial Planners Association August 2007 - December 2007
Skills
Retirement Planning, Investment Advisory, Wealth Management, Certified Financial..., Personal Financial..., Retirement Benefits, Investment Management, Strategic Financial..., Life Insurance, Employee Benefits, Non-Qualified Deferred..., Employee Stock Options, Personal Tax Planning, Estate Tax Planning
Education
The University of Georgia 2003 — 2007
Bachelors, Financial Planning and Consumer Economics
Delta Community Retirement & Investment Services located at October 2012 - Present
The Ayco Company, LP October 2008 - October 2012
Capital Directions, LLC February 2008 - October 2008
UGA Student Financial Planners Association August 2007 - December 2007
Skills
Retirement Planning, Investment Advisory, Wealth Management, Certified Financial..., Personal Financial..., Retirement Benefits, Investment Management, Strategic Financial..., Life Insurance, Employee Benefits, Non-Qualified Deferred..., Employee Stock Options, Personal Tax Planning, Estate Tax Planning
Education
The University of Georgia 2003 — 2007
Bachelors, Financial Planning and Consumer Economics
Bruce Weininger Bruce Weininger's The Ayco Company, L.P. Experience 1989 - 2000
Job Principal at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group 2004 - Present
Deloitte 2000 - 2004
The Ayco Company, L.P. 1989 - 2000
Arthur Andersen 1986 - 1989
Skills
Investment Management, Personal Financial..., Estate Tax Planning, Retirement Planning
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Accounting
Kovitz Investment Group 2004 - Present
Deloitte 2000 - 2004
The Ayco Company, L.P. 1989 - 2000
Arthur Andersen 1986 - 1989
Skills
Investment Management, Personal Financial..., Estate Tax Planning, Retirement Planning
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Accounting
Lacey Nixon Lacey Nixon's The Ayco Company, L.P. Experience March 2013 - Present
Job Senior Financial Analyst at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P. March 2013 - Present
The Boston Consulting Group February 2010 - March 2013
Keller Williams Realty Plano January 2009 - January 2010
Provident Royalties LLC May 2008 - January 2009
Intermec Technologies June 2004 - December 2006
Skills
Microsoft Excel, Analysis, Investment Advisory, Compensation & Benefits..., Estate Planning, Retirement Planning, Personal Tax Planning, PowerPoint, Adobe Creative Suite, ArcGIS, Vovici, Strategic Financial..., Personal Financial..., Due Diligence, Training, Financial Planning
Education
University of North Texas 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management
University of Texas at Arlington
BBA in Finance, Business, Finance, 3.75 / 4.0
The Ayco Company, L.P. March 2013 - Present
The Boston Consulting Group February 2010 - March 2013
Keller Williams Realty Plano January 2009 - January 2010
Provident Royalties LLC May 2008 - January 2009
Intermec Technologies June 2004 - December 2006
Skills
Microsoft Excel, Analysis, Investment Advisory, Compensation & Benefits..., Estate Planning, Retirement Planning, Personal Tax Planning, PowerPoint, Adobe Creative Suite, ArcGIS, Vovici, Strategic Financial..., Personal Financial..., Due Diligence, Training, Financial Planning
Education
University of North Texas 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management
University of Texas at Arlington
BBA in Finance, Business, Finance, 3.75 / 4.0
Brien Rourke's The Ayco Company, L.P. Experience March 1993 - December 1997
Job Financial Software Developer
Industry Financial Services
Experience
Self-employed June 2004 - Present
Ernst & Young December 1997 - June 2003
The Ayco Company, L.P. March 1993 - December 1997
Skills
Life Insurance, Derivatives, Retirement, Finance, Fixed Income, Financial Modeling, Personal Financial..., Portfolio Management, Risk Management, Asset Management, Capital Markets, Financial Analysis, Alternative Investments, Investments, Due Diligence, Financial Services, Structured Finance, Financial Planning
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance, General
Self-employed June 2004 - Present
Ernst & Young December 1997 - June 2003
The Ayco Company, L.P. March 1993 - December 1997
Skills
Life Insurance, Derivatives, Retirement, Finance, Fixed Income, Financial Modeling, Personal Financial..., Portfolio Management, Risk Management, Asset Management, Capital Markets, Financial Analysis, Alternative Investments, Investments, Due Diligence, Financial Services, Structured Finance, Financial Planning
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance, General
Lianne Klopfer's The Ayco Company, L.P. Experience July 2012 - Present
Job Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. June 2009 - August 2012
Skills
Financial Analysis, Tax, Finance, Financial Reporting
Education
University at Albany, SUNY 2005 — 2009
B.S., Accounting
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. June 2009 - August 2012
Skills
Financial Analysis, Tax, Finance, Financial Reporting
Education
University at Albany, SUNY 2005 — 2009
B.S., Accounting
Jason Hitchman Jason Hitchman's The Ayco Company, L.P. Experience March 2001 - November 2004
Job Vice President at HefrenTillotson
Industry Investment Management
Experience
Hefren-Tillotson December 2011 - Present
Cookson Peirce July 2006 - December 2011
First Commonwealth Financial Advisors November 2004 - July 2006
The Ayco Company, L.P. March 2001 - November 2004
KPMG January 1999 - March 2001
Morella & Associates January 1998 - January 1999
Education
University of Pittsburgh School of Law 1996 — 1999
J.D., Estate Planning and Taxation
University of Pittsburgh 1992 — 1996
B.A., Business and History
Hefren-Tillotson December 2011 - Present
Cookson Peirce July 2006 - December 2011
First Commonwealth Financial Advisors November 2004 - July 2006
The Ayco Company, L.P. March 2001 - November 2004
KPMG January 1999 - March 2001
Morella & Associates January 1998 - January 1999
Education
University of Pittsburgh School of Law 1996 — 1999
J.D., Estate Planning and Taxation
University of Pittsburgh 1992 — 1996
B.A., Business and History
Nicholas Chamis Nicholas Chamis's The Ayco Company, L.P. Experience August 2013 - January 2015
Job Associate Attorney
Industry Law Practice
Experience
Madden, Jiganti, Moore & Sinars LLP January 2015 - Present
The Ayco Company, L.P. August 2013 - January 2015
Des Moines County Attorney May 2012 - August 2012
University of Iowa College of Law May 2011 - August 2011
Leff Law Firm May 2010 - August 2011
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Commercial Litigation, Criminal Law, Research, Family Law, Microsoft Office, Lexis, PowerPoint, Microsoft Excel, Corporate Law, Microsoft Word, Taxations, Corporate Tax, Income Tax
Education
University of Iowa College of Law 2010 — 2013
JD
University of Iowa 2006 — 2010
BA/BS, Economics/Political Science
Madden, Jiganti, Moore & Sinars LLP January 2015 - Present
The Ayco Company, L.P. August 2013 - January 2015
Des Moines County Attorney May 2012 - August 2012
University of Iowa College of Law May 2011 - August 2011
Leff Law Firm May 2010 - August 2011
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Commercial Litigation, Criminal Law, Research, Family Law, Microsoft Office, Lexis, PowerPoint, Microsoft Excel, Corporate Law, Microsoft Word, Taxations, Corporate Tax, Income Tax
Education
University of Iowa College of Law 2010 — 2013
JD
University of Iowa 2006 — 2010
BA/BS, Economics/Political Science
Katherine Romano Armado Katherine Romano Armado's The Ayco Company, L.P. Experience August 2004 - February 2008
Job Director, Relationship Banking at Opus Bank
Industry Staffing and Recruiting
Experience
Opus Bank September 2013 - Present
Opus Bank July 2012 - Present
Opus Bank January 2012 - Present
Opus Bank October 2010 - Present
March of Dimes July 2010 - Present
Robert Half International February 2008 - October 2010
The Ayco Company, L.P. August 2004 - February 2008
Education
University of California, Riverside 1999 — 2003
BA, Sociology, Law and Society, Philosophy
Opus Bank September 2013 - Present
Opus Bank July 2012 - Present
Opus Bank January 2012 - Present
Opus Bank October 2010 - Present
March of Dimes July 2010 - Present
Robert Half International February 2008 - October 2010
The Ayco Company, L.P. August 2004 - February 2008
Education
University of California, Riverside 1999 — 2003
BA, Sociology, Law and Society, Philosophy
Kathleen Lewetag Kathleen Lewetag's The Ayco Company, L.P. Experience August 2002 - August 2003
Job Finance ManagerAssistant Vice PresidentPNC Bank
Industry Banking
Experience
PNC Bank July 2014 - Present
PNC Bank January 2011 - July 2014
PNC Bank February 2009 - December 2010
North Allegheny School District August 2003 - February 2009
The Ayco Company, LP August 2002 - August 2003
Urish Popeck & Co., LLC January 2000 - August 2002
PNC June 1995 - December 1999
Skills
Certified Public..., Financial Reporting
Education
Robert Morris University 1991 — 1994
BS/BA, Accounting
PNC Bank July 2014 - Present
PNC Bank January 2011 - July 2014
PNC Bank February 2009 - December 2010
North Allegheny School District August 2003 - February 2009
The Ayco Company, LP August 2002 - August 2003
Urish Popeck & Co., LLC January 2000 - August 2002
PNC June 1995 - December 1999
Skills
Certified Public..., Financial Reporting
Education
Robert Morris University 1991 — 1994
BS/BA, Accounting
Samantha Puzzuoli's The Ayco Company, L.P. Experience January 2013 - July 2014
Job Consultant at ChannelVantage, Inc.
Industry Automotive
Experience
ChannelVantage August 2014 - Present
The Ayco Company, L.P. January 2013 - July 2014
University of Michigan Space Physics Research Laboratory September 2010 - January 2013
Comerica Bank May 2010 - December 2010
Henry Ford Village Retirement Home March 2007 - May 2010
Skills
Data Analysis, Research, Financial Modeling, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, Mathematica, Visual Basic, C++/C#, Stata, Matlab, SQL, Analysis, Finance, Public Speaking, Leadership
Education
University of Michigan 2009 — 2012
Bachelor of Science, Applied Mathematics/Economics, 3.61
ChannelVantage August 2014 - Present
The Ayco Company, L.P. January 2013 - July 2014
University of Michigan Space Physics Research Laboratory September 2010 - January 2013
Comerica Bank May 2010 - December 2010
Henry Ford Village Retirement Home March 2007 - May 2010
Skills
Data Analysis, Research, Financial Modeling, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, Mathematica, Visual Basic, C++/C#, Stata, Matlab, SQL, Analysis, Finance, Public Speaking, Leadership
Education
University of Michigan 2009 — 2012
Bachelor of Science, Applied Mathematics/Economics, 3.61
Kyle Flanco Kyle Flanco's The Ayco Company, L.P. Experience August 2010 - Present
Job Senior Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. August 2010 - Present
Prudential Financial July 2009 - August 2010
Skills
Strategic Financial..., Series 7, Series 6, Series 63, Asset Allocation, Investment Advisory, Equities, Fixed Income, Financial Modeling, Financial Analysis, Securities, Investment Strategies, Retirement Planning, Insurance
Education
SUNY Albany
Bachelor's degree, Psychology
The Ayco Company, L.P. August 2010 - Present
Prudential Financial July 2009 - August 2010
Skills
Strategic Financial..., Series 7, Series 6, Series 63, Asset Allocation, Investment Advisory, Equities, Fixed Income, Financial Modeling, Financial Analysis, Securities, Investment Strategies, Retirement Planning, Insurance
Education
SUNY Albany
Bachelor's degree, Psychology
John Kaiser Jr., CFP® John Kaiser Jr., CFP®'s The Ayco Company, L.P. Experience June 1999 - November 2008
Job Financial Planner
Industry Financial Services
Experience
Burke Financial Strategies June 2014 - Present
FCG Advisors, LLC June 2010 - May 2014
Waddell & Reed Financial Services February 2009 - February 2010
The Ayco Company LP June 1999 - November 2008
Carpenters Pension Fund of Philadelphia & Vicinity November 1991 - May 1999
Skills
Series 7, Hedge Funds, Employee Benefits, Mutual Funds, Portfolio Management, Equities, Securities, Financial Modeling, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Accounting, Financial Analysis, Investments, Financial Planning
Education
Philadelphia University 1995 — 1998
Master of Business Administration, Finance
Drexel University 1986 — 1991
Bachelor of Science, Accounting
Holy Ghost 1982 — 1986
Burke Financial Strategies June 2014 - Present
FCG Advisors, LLC June 2010 - May 2014
Waddell & Reed Financial Services February 2009 - February 2010
The Ayco Company LP June 1999 - November 2008
Carpenters Pension Fund of Philadelphia & Vicinity November 1991 - May 1999
Skills
Series 7, Hedge Funds, Employee Benefits, Mutual Funds, Portfolio Management, Equities, Securities, Financial Modeling, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Accounting, Financial Analysis, Investments, Financial Planning
Education
Philadelphia University 1995 — 1998
Master of Business Administration, Finance
Drexel University 1986 — 1991
Bachelor of Science, Accounting
Holy Ghost 1982 — 1986
Christopher Ottersen Christopher Ottersen's The Ayco Company, L.P. Experience June 2013 - August 2013
Job Staff Auditor at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP November 2014 - Present
University of Connecticut Men's Basketball September 2011 - April 2014
University of Connecticut August 2011 - April 2014
The Ayco Company, L.P. June 2013 - August 2013
University of Connecticut Athletic Department August 2011 - December 2012
Long Island Ducks Baseball May 2012 - August 2012
Skills
Public Relations, Sports
Education
The University of Connecticut 2010 — 2014
Bachelor's Degree, Accounting and Sport Management, 3.72
EisnerAmper LLP November 2014 - Present
University of Connecticut Men's Basketball September 2011 - April 2014
University of Connecticut August 2011 - April 2014
The Ayco Company, L.P. June 2013 - August 2013
University of Connecticut Athletic Department August 2011 - December 2012
Long Island Ducks Baseball May 2012 - August 2012
Skills
Public Relations, Sports
Education
The University of Connecticut 2010 — 2014
Bachelor's Degree, Accounting and Sport Management, 3.72
Robert Oper Robert Oper's The Ayco Company, L.P. Experience May 2001 - Present
Job
Industry
Experience
The Ayco Company LP May 2001 - Present
The Orvis Company May 1999 - May 2001
Education
St. John's University
The Ayco Company LP May 2001 - Present
The Orvis Company May 1999 - May 2001
Education
St. John's University
Sean Barker, CPA Sean Barker, CPA's The Ayco Company, L.P. Experience February 1992 - April 1994
Job Vice President of Finance at Solis
Industry Medical Practice
Experience
Solis Mammography June 2015 - Present
Concentra March 2001 - June 2015
Magella Healthcare August 1998 - March 2001
Concentra March 1996 - August 1998
EmCare April 1994 - March 1996
The Ayco Company, L.P. February 1992 - April 1994
Skills
Financial Analysis, Budgeting & Forecasting, Mergers & Acquisitions, Accounting, Business Valuation, Managerial Finance, Leadership Development, Investment Management, Options Strategies, Return on Investment..., Process Improvement, Team Building, Team Leadership, Financial Modeling, Financial Reporting, Investments, Retirement Planning, SEC Financial Reporting, Finance, Leadership, Healthcare, Management, Financial Planning, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance, Summa Cum Laude
Solis Mammography June 2015 - Present
Concentra March 2001 - June 2015
Magella Healthcare August 1998 - March 2001
Concentra March 1996 - August 1998
EmCare April 1994 - March 1996
The Ayco Company, L.P. February 1992 - April 1994
Skills
Financial Analysis, Budgeting & Forecasting, Mergers & Acquisitions, Accounting, Business Valuation, Managerial Finance, Leadership Development, Investment Management, Options Strategies, Return on Investment..., Process Improvement, Team Building, Team Leadership, Financial Modeling, Financial Reporting, Investments, Retirement Planning, SEC Financial Reporting, Finance, Leadership, Healthcare, Management, Financial Planning, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance, Summa Cum Laude
Andrea Hudes Andrea Hudes's The Ayco Company, L.P. Experience May 2012 - August 2012
Job Contracts & Pricing Associate at FirstService Residential in California
Industry Health, Wellness and Fitness
Experience
FirstService Residential in California February 2015 - Present
Dawson & Dawson, Inc. August 2014 - February 2015
Montage Hotels & Resorts July 2013 - November 2014
AmeriCorps September 2013 - July 2014
Campus Health January 2013 - May 2013
Procter & Gamble August 2012 - May 2013
The Ayco Company, L.P. May 2012 - August 2012
National Panhellenic Conference Inc. January 2011 - December 2011
Woodbridge Village Association June 2007 - August 2010
Skills
Community Outreach, Public Speaking, Editing, PowerPoint, Microsoft Word, Public Health, Data Analysis, Communication, Fitness, Health Education, Program Evaluation, Qualitative Research, Cpr Certified, First Aid, AED, Recruiting, Awesomeness, Internet Recruiting, Headhunting, Contract Recruitment, Screening Resumes, Interviews, Social Networking, Microsoft Excel, Social Media, Customer Service, Leadership, Microsoft Office
Education
University of Arizona 2009 — 2013
Bachelor of Science (B.S.), Public Health
Woodbridge High School
FirstService Residential in California February 2015 - Present
Dawson & Dawson, Inc. August 2014 - February 2015
Montage Hotels & Resorts July 2013 - November 2014
AmeriCorps September 2013 - July 2014
Campus Health January 2013 - May 2013
Procter & Gamble August 2012 - May 2013
The Ayco Company, L.P. May 2012 - August 2012
National Panhellenic Conference Inc. January 2011 - December 2011
Woodbridge Village Association June 2007 - August 2010
Skills
Community Outreach, Public Speaking, Editing, PowerPoint, Microsoft Word, Public Health, Data Analysis, Communication, Fitness, Health Education, Program Evaluation, Qualitative Research, Cpr Certified, First Aid, AED, Recruiting, Awesomeness, Internet Recruiting, Headhunting, Contract Recruitment, Screening Resumes, Interviews, Social Networking, Microsoft Excel, Social Media, Customer Service, Leadership, Microsoft Office
Education
University of Arizona 2009 — 2013
Bachelor of Science (B.S.), Public Health
Woodbridge High School
Keith Bernard's The Ayco Company, L.P. Experience April 2011 - Present
Job The Ayco Company, L.P. A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P. April 2011 - Present
KPMG September 2008 - April 2011
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
•Bachelor of Science, Accounting
The Ayco Company, L.P. April 2011 - Present
KPMG September 2008 - April 2011
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
•Bachelor of Science, Accounting
Brian Tu Brian Tu's The Ayco Company, L.P. Experience August 2000 - January 2007
Job Principal, HPM Partners
Industry Financial Services
Experience
HPM Partners November 2012 - Present
MullinTBG Advisors February 2008 - November 2012
Ernst & Young January 2007 - February 2008
The Ayco Company, L.P. August 2000 - January 2007
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Strategic Financial..., Business Planning, Series 7, Portfolio Management, Private Equity, Alternative Investments, Tax, Valuation, Asset Management, Estate Planning, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Financial Services, Financial Planning
Education
University of California, Irvine
Bachelor of Arts (BA), Economics
University of California, Irvine
Master of Business Administration (MBA)
HPM Partners November 2012 - Present
MullinTBG Advisors February 2008 - November 2012
Ernst & Young January 2007 - February 2008
The Ayco Company, L.P. August 2000 - January 2007
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Strategic Financial..., Business Planning, Series 7, Portfolio Management, Private Equity, Alternative Investments, Tax, Valuation, Asset Management, Estate Planning, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Financial Services, Financial Planning
Education
University of California, Irvine
Bachelor of Arts (BA), Economics
University of California, Irvine
Master of Business Administration (MBA)
Sheng Ye's The Ayco Company, L.P. Experience May 2010 - October 2011
Job Audit Deloitte LLP
Industry Accounting
Experience
Deloitte October 2012 - Present
The Ayco Company, L.P. May 2010 - October 2011
Deloitte June 2011 - August 2011
The Ayco Company, L.P. January 2010 - May 2010
Skills
Tax, Tax Returns, Analysis, Financial Accounting, Auditing, Management, Financial Analysis, Financial Reporting
Education
State University of New York at Albany 2011 — 2012
Masters, Forensic Accounting
University at Albany, SUNY 2007 — 2011
Bachelor of Science, Accounting and Finance/Management
Deloitte October 2012 - Present
The Ayco Company, L.P. May 2010 - October 2011
Deloitte June 2011 - August 2011
The Ayco Company, L.P. January 2010 - May 2010
Skills
Tax, Tax Returns, Analysis, Financial Accounting, Auditing, Management, Financial Analysis, Financial Reporting
Education
State University of New York at Albany 2011 — 2012
Masters, Forensic Accounting
University at Albany, SUNY 2007 — 2011
Bachelor of Science, Accounting and Finance/Management
Michael DiFiglio Michael DiFiglio's The Ayco Company, L.P. Experience May 2013 - Present
Job Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. May 2013 - Present
KPMG US September 2012 - April 2013
KPMG US June 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2011 — 2011
Business/Managerial Economics
The Ayco Company, L.P. May 2013 - Present
KPMG US September 2012 - April 2013
KPMG US June 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2011 — 2011
Business/Managerial Economics
Bobby Tsai's The Ayco Company, L.P. Experience 1999 - 2001
Job Director, Global Real Estate at Gap Inc./ Gap
Industry Retail
Experience
Gap Inc./ Gap April 2015 - Present
Coach May 2014 - April 2015
Gap Inc./China September 2012 - April 2014
Gap Inc./China January 2012 - September 2012
Gap Inc./Old Navy March 2011 - January 2012
Gap Inc. June 2006 - March 2011
Mercer Investment Consulting November 2002 - December 2004
The Ayco Company, LP 1999 - 2001
Skills
Real Estate Economics, Financial Analysis, Financial Modeling, Investments, Valuation, Due Diligence, Finance, Asset Management, Strategy, Business Planning, Business Development, Entrepreneurship, Corporate Finance, Mergers & Acquisitions, Retail, Management
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Finance
University of California, Los Angeles 1992 — 1997
BA, Economics
Gap Inc./ Gap April 2015 - Present
Coach May 2014 - April 2015
Gap Inc./China September 2012 - April 2014
Gap Inc./China January 2012 - September 2012
Gap Inc./Old Navy March 2011 - January 2012
Gap Inc. June 2006 - March 2011
Mercer Investment Consulting November 2002 - December 2004
The Ayco Company, LP 1999 - 2001
Skills
Real Estate Economics, Financial Analysis, Financial Modeling, Investments, Valuation, Due Diligence, Finance, Asset Management, Strategy, Business Planning, Business Development, Entrepreneurship, Corporate Finance, Mergers & Acquisitions, Retail, Management
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Finance
University of California, Los Angeles 1992 — 1997
BA, Economics
Nick DeWeese's The Ayco Company, L.P. Experience June 1995 - June 1997
Job Vice President of Finance
Industry Telecommunications
Experience
Trinity Management August 2013 - Present
WOW! Internet, Cable & Phone August 2012 - August 2013
Knology April 2010 - August 2012
Knology January 2009 - March 2010
Charter Financial Corporation June 2002 - December 2008
ITC Holding Company November 2000 - May 2002
Powertel, Inc. June 1997 - November 2000
The Ayco Company, LP June 1995 - June 1997
Skills
Leadership, Product Development, Marketing, Forecasting, Financial Analysis, Mergers & Acquisitions, Telecommunications, Process Improvement, Budgets, Accounting, Strategic Planning, Financial Reporting, Cross-functional Team..., Call Centers, Team Building, Start-ups, Strategic Financial..., Financial Planning, Finance, Management, Strategy, Vendor Management, Product Management, Analysis, Consulting, Wireless, Business Analysis, Business Strategy, Contract Negotiation, Competitive Analysis
Education
University of Georgia - Terry College of Business 1994 — 1995
MBA, Finance
Auburn University, College of Business 1989 — 1993
BS, Accounting
Trinity Management August 2013 - Present
WOW! Internet, Cable & Phone August 2012 - August 2013
Knology April 2010 - August 2012
Knology January 2009 - March 2010
Charter Financial Corporation June 2002 - December 2008
ITC Holding Company November 2000 - May 2002
Powertel, Inc. June 1997 - November 2000
The Ayco Company, LP June 1995 - June 1997
Skills
Leadership, Product Development, Marketing, Forecasting, Financial Analysis, Mergers & Acquisitions, Telecommunications, Process Improvement, Budgets, Accounting, Strategic Planning, Financial Reporting, Cross-functional Team..., Call Centers, Team Building, Start-ups, Strategic Financial..., Financial Planning, Finance, Management, Strategy, Vendor Management, Product Management, Analysis, Consulting, Wireless, Business Analysis, Business Strategy, Contract Negotiation, Competitive Analysis
Education
University of Georgia - Terry College of Business 1994 — 1995
MBA, Finance
Auburn University, College of Business 1989 — 1993
BS, Accounting
Gene Crescente's The Ayco Company, L.P. Experience July 2004 - October 2005
Job Senior Wealth Planner VP at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management October 2009 - Present
PNC Wealth Management October 2006 - October 2009
Wachovia Wealth Management December 2005 - October 2006
The Ayco Company, LP July 2004 - October 2005
Benefits & Compensation Group January 2002 - July 2004
The Ayco Company September 1997 - January 2002
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Asset Management, Insurance, High Net Worth..., Trusts, Tax, 401k, Employee Benefits, Retirement, Strategic Financial..., Wealth, Financial Planners
Education
University of Pittsburgh 1993 — 1996
JD / MBA
University of Pittsburgh 1985 — 1990
Bachelor of Pharmacy (BPharm)
PNC Wealth Management October 2009 - Present
PNC Wealth Management October 2006 - October 2009
Wachovia Wealth Management December 2005 - October 2006
The Ayco Company, LP July 2004 - October 2005
Benefits & Compensation Group January 2002 - July 2004
The Ayco Company September 1997 - January 2002
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Asset Management, Insurance, High Net Worth..., Trusts, Tax, 401k, Employee Benefits, Retirement, Strategic Financial..., Wealth, Financial Planners
Education
University of Pittsburgh 1993 — 1996
JD / MBA
University of Pittsburgh 1985 — 1990
Bachelor of Pharmacy (BPharm)
Jolyn Sweet's The Ayco Company, L.P. Experience August 2006 - January 2013
Job Paralegal at Lavelle & Finn, LLP
Industry Legal Services
Experience
Lavelle & Finn, LLP February 2013 - Present
The Ayco Company, LP August 2006 - January 2013
Skills
Wealth Management, Series 7, Insurance, Uniform Combined State..., Estate Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Retirement Planning, Investments, Retirement, Asset Managment, Portfolio Management, IRS Enrolled Agent, Mutual Funds, Securities, Hedge Funds, Financial Planning
Education
Hamilton College 1998 — 2001
Bachelor of Arts (B.A.), Public Policy Analysis
Lavelle & Finn, LLP February 2013 - Present
The Ayco Company, LP August 2006 - January 2013
Skills
Wealth Management, Series 7, Insurance, Uniform Combined State..., Estate Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Retirement Planning, Investments, Retirement, Asset Managment, Portfolio Management, IRS Enrolled Agent, Mutual Funds, Securities, Hedge Funds, Financial Planning
Education
Hamilton College 1998 — 2001
Bachelor of Arts (B.A.), Public Policy Analysis
Mark R. Olhoeft, CPA, PFS's The Ayco Company, L.P. Experience 1991 - June 2000
Job Olhoeft Financial, LLC
Industry Investment Management
Experience
Olhoeft Financial, LLC August 2006 - Present
Mark R. Olhoeft CPA August 2006 - Present
Seabury Venture Partners, LLC July 2000 - July 2006
The Ayco Company, LP 1991 - June 2000
Coopers & Lybrand 1989 - 1991
Security Pacific Corporation 1987 - 1989
Coopers & Lybrand 1982 - 1987
Skills
Tax, Financial Planning, Investments, Income Tax, High Net Worth..., Estate Planning, Asset Management, Tax Preparation, Accounting, 401k, Quickbooks, Strategic Financial..., Estate Tax Planning, Wealth Management, Portfolio Management, Asset Managment, Equities, Financial Advisory, Finance, Insurance, Small Business, Financial Planners, Financial Accounting, Investment Advisory, Auditing, Retirement Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1982
BA, Accounting and Finance
Troy High School, Fullerton 1974 — 1977
Olhoeft Financial, LLC August 2006 - Present
Mark R. Olhoeft CPA August 2006 - Present
Seabury Venture Partners, LLC July 2000 - July 2006
The Ayco Company, LP 1991 - June 2000
Coopers & Lybrand 1989 - 1991
Security Pacific Corporation 1987 - 1989
Coopers & Lybrand 1982 - 1987
Skills
Tax, Financial Planning, Investments, Income Tax, High Net Worth..., Estate Planning, Asset Management, Tax Preparation, Accounting, 401k, Quickbooks, Strategic Financial..., Estate Tax Planning, Wealth Management, Portfolio Management, Asset Managment, Equities, Financial Advisory, Finance, Insurance, Small Business, Financial Planners, Financial Accounting, Investment Advisory, Auditing, Retirement Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1982
BA, Accounting and Finance
Troy High School, Fullerton 1974 — 1977
Matthew Sears, CFP®'s The Ayco Company, L.P. Experience October 2008 - Present
Job Vice President Financial Counseling at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. October 2008 - Present
Skills
Estate Planning, Investments, Tax, Retirement Planning, Finance, Insurance, Series 7, Wealth Management
Education
University of Iowa 2003 — 2007
BBA, Management & Organization, Entrepreneurship
The Ayco Company, L.P. October 2008 - Present
Skills
Estate Planning, Investments, Tax, Retirement Planning, Finance, Insurance, Series 7, Wealth Management
Education
University of Iowa 2003 — 2007
BBA, Management & Organization, Entrepreneurship
Adam Braun's The Ayco Company, L.P. Experience 2002 - 2004
Job Business Consultant at Summa Technologies
Industry Information Technology and Services
Experience
Summa Technologies June 2014 - Present
Aetna January 2013 - June 2014
Coventry Health Care October 2010 - January 2013
Coventry Health Care November 2006 - 2010
PNC 2004 - November 2006
The Ayco Company, LP 2002 - 2004
Skills
Business Analysis, Analysis, Software Development, SQL, Requirements Analysis, Visio, SDLC, Requirements Gathering, Software Project..., Systems Analysis, Process Improvement, Integration, Interior Architecture, Contract Negotiation, Business Process...
Education
University of Pittsburgh 2000 — 2002
Bachelor of Science, Information Science
West Virginia University 1998 — 2000
Summa Technologies June 2014 - Present
Aetna January 2013 - June 2014
Coventry Health Care October 2010 - January 2013
Coventry Health Care November 2006 - 2010
PNC 2004 - November 2006
The Ayco Company, LP 2002 - 2004
Skills
Business Analysis, Analysis, Software Development, SQL, Requirements Analysis, Visio, SDLC, Requirements Gathering, Software Project..., Systems Analysis, Process Improvement, Integration, Interior Architecture, Contract Negotiation, Business Process...
Education
University of Pittsburgh 2000 — 2002
Bachelor of Science, Information Science
West Virginia University 1998 — 2000
Gary Wusterbarth's The Ayco Company, L.P. Experience November 2003 - Present
Job Manager at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. November 2003 - Present
Skills
Series 7, Back Office, Financial Planning, Process Improvement, Series 63, Excel, Retirement Planning, Asset Management, Mutual Funds, Problem Solving, Microsoft Office, Outlook, Wealth Management, Investments, Securities, Comprehensive Wealth..., Retirement
Education
University of Connecticut 1999 — 2003
The Ayco Company, L.P. November 2003 - Present
Skills
Series 7, Back Office, Financial Planning, Process Improvement, Series 63, Excel, Retirement Planning, Asset Management, Mutual Funds, Problem Solving, Microsoft Office, Outlook, Wealth Management, Investments, Securities, Comprehensive Wealth..., Retirement
Education
University of Connecticut 1999 — 2003
Lori Rodgers's The Ayco Company, L.P. Experience November 2001 - January 2007
Job Senior Wealth Planner
Industry Financial Services
Experience
PNC Wealth Management March 2012 - Present
Ernst & Young February 2007 - March 2012
The Ayco Company, LP November 2001 - January 2007
BNY Mellon May 1995 - November 2000
Skills
Tax, Financial Planning, Estate Planning, Investments, Wealth Management, Tax Preparation, Asset Allocation, Cash Flow, Compliance, Income Tax, Retirement Planning, Word, Microsoft Office, PowerPoint, Problem Solving, Wealth, Auditing, Strategic Financial..., Employee Benefits, Financial Planners, Investment Management, Financial Analysis, Microsoft Word
Education
Duquesne University 1998 — 2000
MBA, Finance, General
Penn State University 1990 — 1994
BS, Finance
Hampton High School
PNC Wealth Management March 2012 - Present
Ernst & Young February 2007 - March 2012
The Ayco Company, LP November 2001 - January 2007
BNY Mellon May 1995 - November 2000
Skills
Tax, Financial Planning, Estate Planning, Investments, Wealth Management, Tax Preparation, Asset Allocation, Cash Flow, Compliance, Income Tax, Retirement Planning, Word, Microsoft Office, PowerPoint, Problem Solving, Wealth, Auditing, Strategic Financial..., Employee Benefits, Financial Planners, Investment Management, Financial Analysis, Microsoft Word
Education
Duquesne University 1998 — 2000
MBA, Finance, General
Penn State University 1990 — 1994
BS, Finance
Hampton High School
Keith Stinton's The Ayco Company, L.P. Experience September 1997 - Present
Job Vice President Counseling at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. September 1997 - Present
The Ayco Company LP 1997 - 2003
The Ayco Company LP 1993 - 1997
Skills
Estate Planning, Financial Planning, Strategic Financial..., Insurance, Investment Advisory, Investments, Finance, Retirement Planning, Series 7, Mutual Funds, Securities, Asset Allocation, Wealth Management, Equities, Asset Management, Financial Analysis
Education
Albany Law School of Union University 1990 — 1993
JD
Siena College 1986 — 1990
BBA, Accounting
The Ayco Company, L.P. September 1997 - Present
The Ayco Company LP 1997 - 2003
The Ayco Company LP 1993 - 1997
Skills
Estate Planning, Financial Planning, Strategic Financial..., Insurance, Investment Advisory, Investments, Finance, Retirement Planning, Series 7, Mutual Funds, Securities, Asset Allocation, Wealth Management, Equities, Asset Management, Financial Analysis
Education
Albany Law School of Union University 1990 — 1993
JD
Siena College 1986 — 1990
BBA, Accounting
Timothy P. Evans's The Ayco Company, L.P. Experience July 1989 - February 2001
Job CPA, CFP
Industry Accounting
Experience
Timothy P. Evans, CPA May 2014 - Present
UBS Financial Services Inc. May 2011 - May 2014
BDO USA, LLP December 2008 - December 2010
Creative Financial Group February 2001 - December 2008
The Ayco Company, L.P. July 1989 - February 2001
Ernst & Young 1977 - 1982
Skills
Tax, CPA, Finance, Certified Financial..., Financial Reporting, Accounting, Financial Analysis, Strategic Financial..., Corporate Tax, Income Tax, Tax Accounting, Financial Modeling, Strategic Planning, Financial Accounting, Due Diligence, External Audit
Education
University of Georgia - Terry College of Business 1976 — 1977
M.Acc.-Tax, Taxation
University of Georgia - Terry College of Business 1974 — 1976
B.BA, Accounting
Timothy P. Evans, CPA May 2014 - Present
UBS Financial Services Inc. May 2011 - May 2014
BDO USA, LLP December 2008 - December 2010
Creative Financial Group February 2001 - December 2008
The Ayco Company, L.P. July 1989 - February 2001
Ernst & Young 1977 - 1982
Skills
Tax, CPA, Finance, Certified Financial..., Financial Reporting, Accounting, Financial Analysis, Strategic Financial..., Corporate Tax, Income Tax, Tax Accounting, Financial Modeling, Strategic Planning, Financial Accounting, Due Diligence, External Audit
Education
University of Georgia - Terry College of Business 1976 — 1977
M.Acc.-Tax, Taxation
University of Georgia - Terry College of Business 1974 — 1976
B.BA, Accounting
Shelley Cabangon's The Ayco Company, L.P. Experience June 1998 - September 1999
Job Attorney experienced in Personal Trusts and Financial Planning
Industry Financial Services
Experience
PNC Wealth Management November 2010 - Present
Cabangon-Kovrei Family June 2009 - October 2010
Jacobs Law Firm, P.C. November 2008 - May 2009
Wachovia Bank, N.A. June 2007 - October 2008
Morgan Stanley Trust October 1999 - May 2007
The Ayco Company, LP June 1998 - September 1999
Skills
Estate Planning, Legal Writing, Strategic Financial..., Legal Research, Trust Services, Retirement Planning, Wealth Management, Wealth Management..., Securities, Wealth, Investment Advisory, High Net Worth..., Asset Allocation, Trusts
Education
Boston University School of Law 1997 — 1998
LL.M., Taxation
New England Law: Boston 1994 — 1997
J.D.
University of Florida 1989 — 1993
B.A., English
PNC Wealth Management November 2010 - Present
Cabangon-Kovrei Family June 2009 - October 2010
Jacobs Law Firm, P.C. November 2008 - May 2009
Wachovia Bank, N.A. June 2007 - October 2008
Morgan Stanley Trust October 1999 - May 2007
The Ayco Company, LP June 1998 - September 1999
Skills
Estate Planning, Legal Writing, Strategic Financial..., Legal Research, Trust Services, Retirement Planning, Wealth Management, Wealth Management..., Securities, Wealth, Investment Advisory, High Net Worth..., Asset Allocation, Trusts
Education
Boston University School of Law 1997 — 1998
LL.M., Taxation
New England Law: Boston 1994 — 1997
J.D.
University of Florida 1989 — 1993
B.A., English
Eliot Freeman's The Ayco Company, L.P. Experience July 2000 - July 2003
Job Sales V.P. at Newkirk
Industry Publishing
Experience
DST RS, Albany, NY January 2004 - Present
Newkirk Products, Inc January 2004 - Present
The Ayco Company L.P July 2000 - July 2003
Ayco October 1998 - July 2000
Sun Life Annuity Service Center September 1997 - March 1998
Sun Life Annuity Service Center June 1996 - August 1997
State Street Bank & Trust Co January 1996 - June 1996
Skills
Mutual Funds, Process Improvement, Sales, Fixed Annuities, Marketing, Investments, Microsoft Office, 401k, Financial Services, Retirement
Education
University of Maine
B.S, Business Administration; Finance
DST RS, Albany, NY January 2004 - Present
Newkirk Products, Inc January 2004 - Present
The Ayco Company L.P July 2000 - July 2003
Ayco October 1998 - July 2000
Sun Life Annuity Service Center September 1997 - March 1998
Sun Life Annuity Service Center June 1996 - August 1997
State Street Bank & Trust Co January 1996 - June 1996
Skills
Mutual Funds, Process Improvement, Sales, Fixed Annuities, Marketing, Investments, Microsoft Office, 401k, Financial Services, Retirement
Education
University of Maine
B.S, Business Administration; Finance
Ben Blumenthal's The Ayco Company, L.P. Experience June 2011 - May 2013
Job Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates May 2013 - Present
The Ayco Company, L.P. June 2011 - May 2013
Merrill Lynch June 2009 - August 2009
UBS Wealth Management July 2008 - July 2008
Hotchkiss Associates June 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Vector Marketing May 2006 - September 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science
DiMeo Schneider & Associates May 2013 - Present
The Ayco Company, L.P. June 2011 - May 2013
Merrill Lynch June 2009 - August 2009
UBS Wealth Management July 2008 - July 2008
Hotchkiss Associates June 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Vector Marketing May 2006 - September 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science
Michael Horlick's The Ayco Company, L.P. Experience November 1999 - April 2001
Job Principal at Southern Wealth Management
Industry Financial Services
Experience
Southern Wealth Management January 2012 - Present
Four Corners Wealth Management LLC August 2010 - January 2012
JPMorgan Private Wealth Management April 2008 - August 2010
Bank of America Private Bank/US Trust April 2001 - April 2008
The Ayco Company, L.P. November 1999 - April 2001
Skills
Wealth Management..., High Net Worth..., Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Advisory, Asset Allocation, Estate Planning, Investment Management, Finance, Mutual Funds, Investments, Asset Management, Strategic Financial...
Education
University of North Carolina at Chapel Hill 1986 — 1991
BSBA/MAC, Accounting/Tax
Southern Wealth Management January 2012 - Present
Four Corners Wealth Management LLC August 2010 - January 2012
JPMorgan Private Wealth Management April 2008 - August 2010
Bank of America Private Bank/US Trust April 2001 - April 2008
The Ayco Company, L.P. November 1999 - April 2001
Skills
Wealth Management..., High Net Worth..., Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Advisory, Asset Allocation, Estate Planning, Investment Management, Finance, Mutual Funds, Investments, Asset Management, Strategic Financial...
Education
University of North Carolina at Chapel Hill 1986 — 1991
BSBA/MAC, Accounting/Tax
Brian Teague, CFP®'s The Ayco Company, L.P. Experience May 2006 - Present
Job Vice President Counseling at The Ayco Company, L.P. A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P. May 2006 - Present
Morgan Stanley June 2005 - May 2006
Skills
Investments, Wealth Management, Risk Management, Retirement Planning, Estate Planning, Asset Allocation, Employee Benefits, Mutual Funds, Insurance, Series 7, Retirement, Portfolio Management, Asset Management, Life Insurance, Certified Financial...
Education
University of Connecticut 2001 — 2005
BS, Finance
The Ayco Company, L.P. May 2006 - Present
Morgan Stanley June 2005 - May 2006
Skills
Investments, Wealth Management, Risk Management, Retirement Planning, Estate Planning, Asset Allocation, Employee Benefits, Mutual Funds, Insurance, Series 7, Retirement, Portfolio Management, Asset Management, Life Insurance, Certified Financial...
Education
University of Connecticut 2001 — 2005
BS, Finance
Mary Obwald's The Ayco Company, L.P. Experience July 2009 - Present
Job Experienced Office Administrator
Industry Civic & Social Organization
Experience
The Ayco Company, L.P. July 2009 - Present
New York Republican State Committee 1991 - 2008
Skills
Administrative..., Spreadsheets, PowerPoint, Office Management, Research, Lotus Notes, Microsoft Excel, Outlook, Nonprofits, Time Management
Education
SUNY Albany 1982 — 1988
B.A.
The Ayco Company, L.P. July 2009 - Present
New York Republican State Committee 1991 - 2008
Skills
Administrative..., Spreadsheets, PowerPoint, Office Management, Research, Lotus Notes, Microsoft Excel, Outlook, Nonprofits, Time Management
Education
SUNY Albany 1982 — 1988
B.A.
Jay J. Yoon, CPA's The Ayco Company, L.P. Experience 2005 - 2009
Job Tax Professional
Industry Accounting
Experience
Jay J. Yoon, CPA December 2009 - Present
Squar Milner February 2010 - March 2012
The Ayco Company, L.P. 2005 - 2009
Education
University of California, Santa Barbara 1988 — 1992
BA, Business Economics
University of California, Santa Barbara 1988 — 1992
BA, Mathematical Sciences
Jay J. Yoon, CPA December 2009 - Present
Squar Milner February 2010 - March 2012
The Ayco Company, L.P. 2005 - 2009
Education
University of California, Santa Barbara 1988 — 1992
BA, Business Economics
University of California, Santa Barbara 1988 — 1992
BA, Mathematical Sciences
Kristine Adey's The Ayco Company, L.P. Experience January 2008 - July 2010
Job Development Associate at Sagamore Development Company
Industry Real Estate
Experience
Sagamore Development Company October 2014 - Present
Keller Williams Capital Properties February 2013 - Present
The Fenton Group, LLC January 2011 - October 2014
The Ayco Company, L.P. January 2008 - July 2010
Skills
Uniform Combined State..., Spanish, Series 7, Financial Analysis, Real Estate Development, Investments, Real Estate Investor, Real Estate Sales..., Leadership, Negotiation, Competitive Analysis, Finance, Strategic Planning, Financial Modeling, Data Analysis, Market Research, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Business Development, Strategy, Valuation
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Master of Business Administration (MBA), Real Estate Finance
University of Maryland - Robert H. Smith School of Business 2002 — 2007
B.S., International Business and Marketing
Sagamore Development Company October 2014 - Present
Keller Williams Capital Properties February 2013 - Present
The Fenton Group, LLC January 2011 - October 2014
The Ayco Company, L.P. January 2008 - July 2010
Skills
Uniform Combined State..., Spanish, Series 7, Financial Analysis, Real Estate Development, Investments, Real Estate Investor, Real Estate Sales..., Leadership, Negotiation, Competitive Analysis, Finance, Strategic Planning, Financial Modeling, Data Analysis, Market Research, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Business Development, Strategy, Valuation
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Master of Business Administration (MBA), Real Estate Finance
University of Maryland - Robert H. Smith School of Business 2002 — 2007
B.S., International Business and Marketing
Amanda (Engle) Garvey, CFP®'s The Ayco Company, L.P. Experience August 2007 - May 2008
Job Investment Associate at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust 2012 - Present
AMG National Trust Bank 2010 - June 2012
Atlantic Trust May 2008 - August 2010
The Ayco Company, L.P. August 2007 - May 2008
Skills
Budgets, Data Analysis, Due Diligence, Finance, Variance Analysis, Asset Allocation, Investments, Financial Reporting, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Corporate Finance, Strategic Financial...
Education
University of Colorado Boulder 2001 — 2005
MS, BSBA, Accounting, Finance
Atlantic Trust 2012 - Present
AMG National Trust Bank 2010 - June 2012
Atlantic Trust May 2008 - August 2010
The Ayco Company, L.P. August 2007 - May 2008
Skills
Budgets, Data Analysis, Due Diligence, Finance, Variance Analysis, Asset Allocation, Investments, Financial Reporting, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Corporate Finance, Strategic Financial...
Education
University of Colorado Boulder 2001 — 2005
MS, BSBA, Accounting, Finance
Elizabeth Zorn's The Ayco Company, L.P. Experience April 2010 - Present
Job
Industry Financial Services
Experience
The Ayco Company, L.P. April 2010 - Present
BPU Investment Management July 2006 - April 2010
University of Pittsburgh 2005 - 2006
PNC Bank 2003 - 2005
Education
University of Pittsburgh
Graduate School, Public and International Affairs
Waseda University
B.A, East Asian Studies
Wittenberg University
Masters, Public and International Affairs
The Ayco Company, L.P. April 2010 - Present
BPU Investment Management July 2006 - April 2010
University of Pittsburgh 2005 - 2006
PNC Bank 2003 - 2005
Education
University of Pittsburgh
Graduate School, Public and International Affairs
Waseda University
B.A, East Asian Studies
Wittenberg University
Masters, Public and International Affairs
Finian Kennedy's The Ayco Company, L.P. Experience July 2007 - Present
Job Financial Planner at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. July 2007 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Finance
University of Georgia - Terry College of Business 2000 — 2004
BA, Finance
The Ayco Company, L.P. July 2007 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Finance
University of Georgia - Terry College of Business 2000 — 2004
BA, Finance
Cari Endres's The Ayco Company, L.P. Experience 2011 - Present
Job The Ayco Company
Industry Financial Services
Experience
The Ayco Company, L.P. 2011 - Present
Papamarkou Wellner and Co., Inc. February 2006 - September 2011
Credit Suisse January 2000 - January 2006
Restaurant Associates January 1999 - January 2000
Skills
Asset Managment, Series 7, Wealth Management, Investments, Series 63, Series 3, Portfolio Management, FINRA, Investment Advisory
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Science, HRTS
The Ayco Company, L.P. 2011 - Present
Papamarkou Wellner and Co., Inc. February 2006 - September 2011
Credit Suisse January 2000 - January 2006
Restaurant Associates January 1999 - January 2000
Skills
Asset Managment, Series 7, Wealth Management, Investments, Series 63, Series 3, Portfolio Management, FINRA, Investment Advisory
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Science, HRTS
Mike Grisz's The Ayco Company, L.P. Experience 1989 - 2007
Job DirectorPersonal Financial Planning at Paratus Financial, Inc
Industry Financial Services
Experience
Paratus Financial, Inc December 2007 - Present
The Ayco Company, LP 1989 - 2007
Skills
Wealth Management, Financial Planning, Retirement Planning, Risk Management, Estate Planning, Strategic Planning, Investments, Tax, Accounting, Compliance, Mutual Funds, Trusts, Portfolio Management, Asset Allocation, Asset Management, High Net Worth..., Hedge Funds, Retirement, Employee Benefits, Options, Wealth, Investment Advisory, Financial Advice, Cash Flow, Estate Tax Planning, Income Tax, Financial Advisory, Wealth Transfer, Tax Preparation, 401k, Insurance, Securities, Insurance Planning, Personal Finance, Inheritance Tax Planning, Wealth Preservation, Alternative Investments, IRA's, Wealth Accumulation, Business Planning, Investment Strategies, Real Estate, Long Term Care, Deferred Compensation, Cash Management, Wealth Management..., Strategic Financial..., Financial Services, Financial Planners, Fixed Annuities
Education
Arizona State University 1974 — 1979
Masters, Taxation
Paratus Financial, Inc December 2007 - Present
The Ayco Company, LP 1989 - 2007
Skills
Wealth Management, Financial Planning, Retirement Planning, Risk Management, Estate Planning, Strategic Planning, Investments, Tax, Accounting, Compliance, Mutual Funds, Trusts, Portfolio Management, Asset Allocation, Asset Management, High Net Worth..., Hedge Funds, Retirement, Employee Benefits, Options, Wealth, Investment Advisory, Financial Advice, Cash Flow, Estate Tax Planning, Income Tax, Financial Advisory, Wealth Transfer, Tax Preparation, 401k, Insurance, Securities, Insurance Planning, Personal Finance, Inheritance Tax Planning, Wealth Preservation, Alternative Investments, IRA's, Wealth Accumulation, Business Planning, Investment Strategies, Real Estate, Long Term Care, Deferred Compensation, Cash Management, Wealth Management..., Strategic Financial..., Financial Services, Financial Planners, Fixed Annuities
Education
Arizona State University 1974 — 1979
Masters, Taxation
Patricia Chocron's The Ayco Company, L.P. Experience 1996 - 2011
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
The Ayco Company, L.P. 1996 - 2011
Skills
Administrative..., Office Management, Office Administration, Outlook, Data Entry, Spreadsheets, Filing, Microsoft Excel, PowerPoint, Insurance, Access, Microsoft Word, Health Insurance, Customer Service, Data Analysis, Team Leadership, Time Management, Microsoft Office, Lotus Notes, Process Scheduler, Software Documentation, Customer Satisfaction, Human Resources, Process Improvement, Budgets, Management, Event Planning, Team Building, Supervisory Skills, Administrative...
Education
University of Phoenix 2007 — 2012
AA, Health Care Administration
The Ayco Company, L.P. 1996 - 2011
Skills
Administrative..., Office Management, Office Administration, Outlook, Data Entry, Spreadsheets, Filing, Microsoft Excel, PowerPoint, Insurance, Access, Microsoft Word, Health Insurance, Customer Service, Data Analysis, Team Leadership, Time Management, Microsoft Office, Lotus Notes, Process Scheduler, Software Documentation, Customer Satisfaction, Human Resources, Process Improvement, Budgets, Management, Event Planning, Team Building, Supervisory Skills, Administrative...
Education
University of Phoenix 2007 — 2012
AA, Health Care Administration
Elissa First's The Ayco Company, L.P. Experience June 2007 - August 2007
Job Manager at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group January 2013 - Present
Huron Consulting Group January 2011 - December 2012
Huron Consulting Group July 2008 - December 2010
The Ayco Company, L.P. June 2007 - August 2007
Skills
Management Consulting, Business Process..., Data Analysis, Analytics, Strategy, Qualitative Research, Analysis
Education
University of Michigan 2004 — 2008
BA, Organizational Studies and Psychology
Shaker High School
Huron Consulting Group January 2013 - Present
Huron Consulting Group January 2011 - December 2012
Huron Consulting Group July 2008 - December 2010
The Ayco Company, L.P. June 2007 - August 2007
Skills
Management Consulting, Business Process..., Data Analysis, Analytics, Strategy, Qualitative Research, Analysis
Education
University of Michigan 2004 — 2008
BA, Organizational Studies and Psychology
Shaker High School
Deborah Loncto's The Ayco Company, L.P. Experience August 2000 - Present
Job Director Tax Planning at The Ayco Company, LP
Industry Financial Services
Experience
The Ayco Company, LP August 2000 - Present
The Ayco Company, L.P., a Goldman Sachs Company August 2000 - Present
Farm Family Insurance Companies June 1992 - August 2000
Skills
Estate Planning, Tax, High Net Worth..., Financial Planners, Insurance, Financial Analysis, Wealth Management, Wealth, Series 7, Trusts, Alternative Investments, Inheritance Tax Planning, Wealth Management..., Estate Tax Planning, FINRA, Series 63, Employee Benefits, Life Insurance, Series 24, Legal Compliance
Education
Albany Law School of Union University 1979 — 1982
Doctor of Law (JD)
State University of New York at Albany 1970 — 1974
Bachelor of Science (BS), Speech-Language Pathology/Pathologist
Albany Law School of Union University
Doctor of Law (J.D.), General law
Albany Law School of Union University
Doctor of Law (JD), General Law
The Ayco Company, LP August 2000 - Present
The Ayco Company, L.P., a Goldman Sachs Company August 2000 - Present
Farm Family Insurance Companies June 1992 - August 2000
Skills
Estate Planning, Tax, High Net Worth..., Financial Planners, Insurance, Financial Analysis, Wealth Management, Wealth, Series 7, Trusts, Alternative Investments, Inheritance Tax Planning, Wealth Management..., Estate Tax Planning, FINRA, Series 63, Employee Benefits, Life Insurance, Series 24, Legal Compliance
Education
Albany Law School of Union University 1979 — 1982
Doctor of Law (JD)
State University of New York at Albany 1970 — 1974
Bachelor of Science (BS), Speech-Language Pathology/Pathologist
Albany Law School of Union University
Doctor of Law (J.D.), General law
Albany Law School of Union University
Doctor of Law (JD), General Law
Christina Bodner's The Ayco Company, L.P. Experience January 1995 - January 2004
Job Accounting Professional
Industry Accounting
Experience
Christina R. Bodner, CPA January 1985 - Present
Price Chopper 2014 - 2015
NYS & Toski & Co February 2012 - October 2013
Alexander W. Cruden & Co January 2010 - January 2011
The AYCO Company, LP January 1995 - January 2004
Barry M. Poppel, CPA’s January 1992 - January 1995
Staff, Maikels & Ciampino, PC January 1985 - January 1991
Skills
Tax, Invoicing, Financial Planners, Nonprofits, Real Estate, Accounting, Financial Reporting, Financial Analysis, QuickBooks, GAAP, Tax Preparation, Financial Statements, Auditing, General Ledger, Tax Returns, Income Tax, Internal Audit, Financial Accounting, Employee Benefits, Microsoft Excel, Payroll, Bookkeeping, Preparation
Education
Siena College 1983 — 1985
BBA, Accounting
SUNY Albany 1981 — 1982
Christina R. Bodner, CPA January 1985 - Present
Price Chopper 2014 - 2015
NYS & Toski & Co February 2012 - October 2013
Alexander W. Cruden & Co January 2010 - January 2011
The AYCO Company, LP January 1995 - January 2004
Barry M. Poppel, CPA’s January 1992 - January 1995
Staff, Maikels & Ciampino, PC January 1985 - January 1991
Skills
Tax, Invoicing, Financial Planners, Nonprofits, Real Estate, Accounting, Financial Reporting, Financial Analysis, QuickBooks, GAAP, Tax Preparation, Financial Statements, Auditing, General Ledger, Tax Returns, Income Tax, Internal Audit, Financial Accounting, Employee Benefits, Microsoft Excel, Payroll, Bookkeeping, Preparation
Education
Siena College 1983 — 1985
BBA, Accounting
SUNY Albany 1981 — 1982