The Ayco Company, L.P., a Goldman Sachs Company

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The Ayco Company, L.P., a Goldman Sachs Company Employees

Employee
Years
Job
Industry
Alisa Michelle Lee Alisa Michelle Lee San Francisco Bay Area Details
Alisa Michelle Lee's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2014 - December 2014
Job BizOps at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace  2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   May 2014 - December 2014
Goldman Sachs  May 2011 - May 2014
Brigham Young University  June 2007 - January 2011
Kumon Learning Center  August 2002 - August 2009

Skills
Management, Sales, Financial Analysis, Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, PowerPoint, Customer Service, Accounting, Financial Modeling

Education
Brigham Young University   2007 — 2011
Bachelor's Degree, Business Management (Emphasis in Finance)

Mackenzie Wells Mackenzie Wells New York, New York Details
Mackenzie Wells's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2014 - Present
Job Graduate Intern at Gurr Johns International & Trust Services Intern at The Ayco Company, L.P., A Goldman Sachs Company
Industry Fine Art
Experience
Gurr Johns International  August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   December 2014 - Present
Boston University - School of Visual Arts  September 2014 - May 2015
The Ayco Company, L.P., A Goldman Sachs Company   June 2010 - August 2014
Nazareth College Arts Center  January 2013 - May 2013
Nazareth College - Arts Center Gallery   August 2009 - May 2013

Skills
Microsoft Office, Business Operations, Arts Administration, Customer Service, Research, Art, Art History, Museum Collections, History, Editing, Non-profit..., Database Systems, Administrative..., Fundraising, Microsoft Project, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Social Media, Public Speaking

Education
Boston University   2014 — 2015
Master's degree, Arts Administration

Nazareth College of Rochester   2009 — 2013
Bachelor's degree, Art History, Criticism and Conservation

Università degli Studi 'Gabriele d'Annunzio' di Chieti - Pescara   2012 — 2012
Semester Abroad - Italy, Art History, Criticism and Conservation

Tim Sanderson Tim Sanderson New York, New York Details
Tim Sanderson's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2009 - May 2009
Job Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US  September 2011 - Present
KPMG US  June 2009 - August 2011
The Ayco Company, L.P., a Goldman Sachs Company   January 2009 - May 2009

Skills
Information Technology, Financial Accounting, Finance, Management, Project Management, Analysis, Financial Modeling, Consulting, Microsoft Office, Microsoft Excel, Data Analysis, Process Improvement, Internal Audit, Risk Consulting, Anti Money Laundering, Suspicious Activity...

Education
State University of New York at Albany   2006 — 2010
Bachelor's Degree, Accounting

City University of New York-Hunter College   2010 — 2011
Master of Science (M.S.), Accounting

Brenda Cottrell Brenda Cottrell Dallas/Fort Worth Area Details
Brenda Cottrell's The Ayco Company, L.P., a Goldman Sachs Company Experience November 1998 - June 2012
Job Administrative Assistant
Industry Financial Services
Experience
1st Global  September 2015 - Present
Travelers Insurance  March 2015 - Present
SAS Security Alarm Service Co., Inc.   October 2014 - Present
EY  July 2014 - August 2014
Ameriprise Financial Services, Inc.   April 2014 - July 2014
Parkwood International Recruitment   May 2013 - September 2013
The Ayco Company, L.P., a Goldman Sachs Company   November 1998 - June 2012

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Project, Lotus Notes, LinkedIn, Calendar Management, Office Administration, Internet Research, Administrative..., Receptionist Duties, Training, Confidentiality, Adobe, Spreadsheets, Customer Service, Process Scheduler, PeopleSoft, Customer Experience, Access, Accounts Payable, Payroll, Code Specialist, PCR Recruiter, Administrative..., Outlook, PowerPoint

Education
Asher Career Institute   2013 — 2013
Business Office Administrator Program, Microsoft Office Specialist (MOS), 4.0

Dallas County Community College   1986 — 1990
Associates, Business Office Administration

Andrew Rinaldi Andrew Rinaldi Albany, New York Details
Andrew Rinaldi's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2013 - April 2014
Job Assistant Manager at Trustco Bank
Industry Banking
Experience
Trustco Bank  January 2015 - Present
First Investors  August 2014 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company   September 2013 - April 2014
ShopRite  October 2012 - September 2013
School's Out Incorporated   September 2007 - June 2013
Mirkovic Teal Group a financial advisory practice of Ameriprise Financial In.   May 2012 - August 2012

Education
The College of Saint Rose   2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Hudson Valley Community College   2010 — 2011
Associate's degree, Business Administration and Management, General

Jessica Gitchel Jessica Gitchel Saratoga Springs, New York Details
Jessica Gitchel's The Ayco Company, L.P., a Goldman Sachs Company Experience 2011 - September 2013
Job Senior Administrative Assistant at Skidmore College
Industry Higher Education
Experience
Skidmore College  September 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company   2011 - September 2013
New York State Bar Association  2007 - 2011
New York Bar Foundation   2006 - 2007
AMRI  2002 - 2006

Skills
Microsoft Office, Administrative..., Microsoft Word, Human Resources, Microsoft Excel, Lotus Notes, Outlook, PowerPoint, Travel Arrangements, Spreadsheets, HRIS, Recruiting, Relocation, Database Design, Database Administration, Executive Level..., In Design, Photoshop, WordPress

Education
State University of New York Empire State College   2011 — 2014
Bachelor of Arts (B.A.), Human Computer Interaction

Bryant and Stratton College-Albany   1992 — 1994
Associate of Arts and Sciences (AAS)

Chalanea Funk Chalanea Funk Greater Chicago Area Details
Chalanea Funk's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2012 - Present
Job Administrative Assistant to VP FInancial Counseling
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   June 2012 - Present
Briley Investments, Inc.   May 2011 - May 2012
Metropolitan Siding and Roofing   May 2004 - April 2011

Skills
Management, Office Administration, Human Resources, Employee Relations, Microsoft Word, Microsoft Office, Coordination, Administrative..., Payroll, Interviews, Team Leadership, Travel Arrangements, Calendaring, Calendars, Personnel Management, Office Management, Outlook, Microsoft Excel, Access, Spreadsheets

Education
Eastern Illinois University   2002 — 2013
Bachelor of Arts (BA), Psychology

University of Illinois at Chicago   2005 — 2006

Clayton Liscom Clayton Liscom West Palm Beach, Florida Details
Clayton Liscom's The Ayco Company, L.P., a Goldman Sachs Company Experience April 1999 - Present
Job Wealth Advisor at Ayco/Goldman Sachs
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company   April 1999 - Present
Financial Peace University  2012 - 2013
First Albany Corp.  May 1994 - April 1997
KeyBank  January 1992 - May 1994
First Investment Management   June 1982 - January 1992

Skills
Legacy Planning, Estate Planning, Tactical Asset..., Alternative Investment..., Stocks, Bonds, Mutual Funds, Insurance

Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance, General

The Institute of Chartered Financial Analysts
Chartered Financial Analyst (CFA)

Kettering University
BIE, Industrial Engineering

Ryan Dugan Ryan Dugan Greater New York City Area Details
Ryan Dugan's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2014 - Present
Job Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   November 2014 - Present
Suffolk County District Attorney's Office  January 2014 - May 2014
Certilman Balin  May 2013 - August 2013
St. Vincent de Paul Legal Program, Inc.   January 2013 - May 2013
New York State Supreme Court; Hon. C. Randall Hinrichs   September 2012 - December 2012
Heineken USA  May 2012 - August 2012
Heineken USA  May 2012 - August 2012
Heineken USA  January 2011 - August 2011

Skills
Financial Modeling, Financial Analysis, Series 7, Retirement Planning, Tax Preparation, Tax Planning, Investments, Microsoft Excel, E-money, Estate Planning, Cash Flow Analysis, Legal Research, Negotiation, Legal Writing, Westlaw, Sales, PowerPoint, Editing, Public Speaking

Education
St. John's University School of Law   2011 — 2014
Doctor of Law (J.D.), Law

Bryant University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.49 Overall GPA; 3.9 Finance GPA

Lauren Reis, PHR Lauren Reis, PHR Albany, New York Area Details
Lauren Reis, PHR's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2011 - Present
Job Management Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 2011 - Present
Austin & Co., Inc.   April 2010 - October 2010
Mechanical Technology Incorporated   May 2006 - February 2009

Skills
Human Resources, Headcount Management, Headcount Reporting, Recruiting, HRIS, RBAC, Employee Benefits, Data Analysis, MS Excel Pivot Tables, Database Administration, ADP Payroll, Social Networking, Compensation & Benefits..., 401k, Corporate Communications, Records Management, Benefits Analysis, Compliance Testing, Benefits Negotiation, SPDs, Employee Handbooks, Job Descriptions, Cost Projections, Accounts Payable, Account Reconciliation, Annual Reports, Vendor Management, Public Relations, Investor Relations, ERISA, COBRA, SEC filings, Proxy Statements, HR Metrics, I-9 Compliance, EEO Reporting, Millennials, HCM Processes & Forms, Digital Photography, Photoshop, Project Management, Strategic Planning, Organizational Charts, Executive Support, Office Management, Event Planning, ERP Oracle, JD Edwards, Microsoft Office, Copy Editing

Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA), Human Resources Management

Binghamton University   2004 — 2006
Bachelor of Arts (B.A.), English

Mount Holyoke College   2002 — 2003

Brian Cappillino Brian Cappillino New York, New York Details
Brian Cappillino's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2012 - May 2013
Job Pricing Manager
Industry Retail
Experience
Macy's  July 2015 - Present
Target  August 2014 - March 2015
IBM  July 2013 - August 2014
The Ayco Company, L.P., a Goldman Sachs Company   October 2012 - May 2013
Bjorklund Fund, Siena College   September 2012 - May 2013
State Street  January 2012 - April 2012
Siena College  October 2011 - December 2011

Skills
Management, Finance, Economics, Microsoft Excel, PowerPoint, Research, Access, Teamwork, Microsoft Office, Microsoft Word, Outlook, Analysis, Customer Service, Market Research, Data Analysis, Data, Financial Accounting, Bloomberg Terminal, Social Media, Equity Research, Corporate Finance, Options, VBA, Forecasting, Equities, Financial Reporting, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Portfolio Management, Financial Statements, Banking, Investments

Education
Siena College   2009 — 2013
Bachelor's Degree, Finance, Economics Minor

Birkbeck, University of London   2012 — 2012
Transferred Credits to Siena College, Liberal Arts

Daniela Keegan Daniela Keegan Albany, New York Area Details
Daniela Keegan's The Ayco Company, L.P., a Goldman Sachs Company Experience April 2013 - August 2013
Job Coldwell Banker Prime and Paralegal at The Law Firm of Alex Dell
Industry Real Estate
Experience
The Law Firm of Alex Dell   February 2015 - Present
Coldwell Banker Prime Properties  February 2000 - Present
The Ayco Company, L.P., a Goldman Sachs Company   April 2013 - August 2013
State Farm Insurance  September 2008 - September 2012

Skills
Real Estate Sales, New York State Real..., New York State Life,..., Paralegal Certificate..., First Time Home Buyers, Investment Properties, Single Family Homes, Relocation, Residential Homes, Sellers, Buyer Representation, Short Sales, New Home Sales, Condos

Education
Excelsior College
Bachelor’s Degree of Science, Business

Hudson Valley Community College

Imran Zamani Imran Zamani Albany, New York Details
Imran Zamani's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2013 - January 2015
Job Seeking an accounting role to utilize my education and experienced
Industry Accounting
Experience
University at Albany  January 2012 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company   October 2013 - January 2015
Strategic Delivery Solutions, LLC  March 2012 - September 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Positive Team Player, Management, Time Management, Accounting, Financial Analysis, Social Media, Research

Education
State University of New York at Albany   2014 — 2015
Master's degree, Taxation

State University of New York at Albany   2012 — 2014
Bachelor of Applied Science (BASc), Accounting

Hudson Valley Community College   2009 — 2011
Associate of Science (AS), Accounting

candie blunt candie blunt Plano, Texas Details
candie blunt's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job I want to put a ding in the universe. ~ Steve Jobs
Industry Real Estate
Experience
The Ayco Company, L.P., a Goldman Sachs Company   September 2014 - Present
Collin County Community College  March 2014 - September 2014
Butler & Hosch, P.A.   2012 - 2013
Vitro International Services   November 2011 - August 2012
Barnes & Noble  2005 - 2011
Tyler Street Christian Academy  2002 - 2005

Skills
Customer Service, Account Management, Event Management, Operations Management, Team Management, Process Management, Process Optimization, Process Control, Sales Management, Marketing Management, Organized with Strong..., Customer Satisfaction, Sales Operations, Employee Training, Team Building, Event Planning, Training, Invoicing, Accounting, Merchandising, Time Management, Inventory Management, Account Reconciliation, Sales, Teamwork, P, Inventory Control, Marketing, Hiring, Interviews, Leadership Development, Performance Management, Human Resources, Employee Relations, Public Speaking, Payroll, Organizational..., Loss Prevention, Small Business, Recruiting, Social Networking, PowerPoint, Microsoft Excel, Facebook, Social Media, Microsoft Office, Social Media Marketing

Education
Collin County Community College   2009 — 2014
Psychology

Champions School of Realty   2013 — 2013
Real Estate

Jon Proctor Jon Proctor Orange County, California Area Details
Jon Proctor's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2013 - Present
Job Account Manager Financial Counseling at The Ayco Company, L.P., a Goldman Sachs Company
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company   May 2013 - Present
American Funds  January 2007 - April 2013
Stratus Home Loans   2004 - 2006

Skills
Mutual Funds, Fixed Income, Investments, Equities, Series 63, Series 6, CA Insurance License, Finance, Loans, Series 7, Investment Management, Asset Management, Wealth Management, Asset Allocation

Education
University of California, Irvine
Master of Business Administration (MBA), Finance

California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General

Matthew deGroot Matthew deGroot New York, New York Details
Matthew deGroot's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2012 - May 2013
Job Real Estate Broker at Douglas Elliman Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate  May 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company   October 2012 - May 2013

Skills
Residential Homes, First Time Home Buyers, Real Estate Transactions, Investment Properties, Sales, Investors, Relocation, Buyer Representation, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word

Education
Emory University - Goizueta Business School   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Benjamin Laird Benjamin Laird Saratoga Springs, New York Details
Benjamin Laird's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2014 - Present
Job HR Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   December 2014 - Present
Adecco Group  September 2012 - December 2014
Adecco Group  February 2005 - February 2010
United Personnel  2002 - 2004

Skills
Recruiting, Human Resources, Employee Relations, Employee Benefits, Sourcing, Interviews, Applicant Tracking..., Microsoft Excel, Microsoft Word, Leadership

Education
Springfield College   1997 — 1999
Master of Education (M.Ed.), Counseling and Psychological Service

Binghamton University   1993 — 1997
Bachelor of Arts (B.A.), Psychology

Anthony J. Santoro Anthony J. Santoro Latham, New York Details
Anthony J. Santoro's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2013 - Present
Job Law Student at Albany Law School
Industry Higher Education
Experience
The Ayco Company, L.P., a Goldman Sachs Company   August 2013 - Present
Albany Law School  August 2011 - May 2013
The West Firm, PLLC  May 2011 - March 2012

Skills
Legal Research, Legal Writing, Westlaw, Lexis, Estate Planning, Estate Tax Planning

Education
Albany Law School of Union University   2011 — 2013
Doctor of Law (JD)

Angela (Pandolfo) Whitney Angela (Pandolfo) Whitney Albany, New York Area Details
Angela (Pandolfo) Whitney's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2013 - Present
Job Operations
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   October 2013 - Present
Atlantic Charter Insurance Company  July 2012 - September 2013
Sallop Insurance   March 2010 - February 2013
Boston Globe Media  October 2009 - February 2010
Boston Bruins  May 2008 - August 2008

Skills
Insurance, Online Advertising, Facebook, Event Planning, Social Media, Event Management, CRM, Administrative..., Editing, Training, Analysis, Program Management, Strategic Planning, Social Media Marketing, Microsoft Excel, Risk Management, Microsoft Office, Access, Customer Service, Fundraising, Leadership, Management, PowerPoint, Outlook, Marketing, Professional Liability

Education
Boston College   2008 — 2009
M.S., Administrative Studies

Boston College   2004 — 2008
B.A., Communications

Lisa Myers Paczkowski Lisa Myers Paczkowski Greater Atlanta Area Details
Lisa Myers Paczkowski's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Vice President at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
The Ayco Company, L.P., A Goldman Sachs Company   1996 - December 2014

Skills
Estate Planning, Wealth Management, Retirement Planning, Series 7, Investments, Strategic Financial..., Investment Advisory, Asset Allocation, Retirement, Insurance, Asset Managment, Risk Management, Employee Benefits, Portfolio Management, Equities, Hedge Funds, Wealth Management...

Education
Albany Law School of Union University   1993 — 1996
J.D., Law

Syracuse University   1988 — 1992
B.A., Political Science

BCHS

Jay V. DeRusso Jay V. DeRusso Orange County, California Area Details
Jay V. DeRusso's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2008 - December 2011
Job Wealth Management | Investment Management | Financial Services
Industry Financial Services
Experience
Union Bank  November 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company   January 2008 - December 2011
The Ayco Company, L.P., a Goldman Sachs Company   January 2006 - December 2007
The Ayco Company, L.P., a Goldman Sachs Company   July 2002 - December 2005
The Ayco Company, L.P., a Goldman Sachs Company   January 2000 - June 2002
The Ayco Company, L.P., a Goldman Sachs Company   January 1996 - December 1999
The Ayco Company, L.P., a Goldman Sachs Company   February 1993 - December 1995
Bond, Schoeneck & King, PLLC   September 1991 - December 1992
Albany Pyramid Agency & Pyramid Funds Corporation   December 1985 - July 1991
Areas of Expertise   1989 - 1990

Skills
Investments, Series 7, Wealth Management, Leadership, Business Development, Strategy, High Net Worth..., Financial Advisory, Investment Management, Strategic Financial...

Education
Albany Law School of Union University   1988 — 1991
Juris Doctor

SUNY Albany   1981 — 1985
Bachelor of Arts, English, Business

Esmeralda Popo Esmeralda Popo Chicago, Illinois Details
Esmeralda Popo's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - November 2014
Job Transfer Pricing ConsultantDeloitte
Industry Financial Services
Experience
Deloitte  April 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   June 2014 - November 2014
DePaul University  August 2013 - November 2014
North Central College  March 2010 - June 2012

Skills
Economics, Financial Analysis, Econometrics, Data Analysis, SPSS, Research Projects, Calculus, Language Learning, Academic Tutoring, Analytic Problem Solving, Regression Analysis, Access, Qualitative Research, Spanish, Quantitative Research, Bilingual Communications, Stata, Leadership, Teaching, Finance, Social Media

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2013 — 2015
Master of Science (MS), Economics/Public Policy, 3.97

North Central College
Bachelor of Science (BS), Finance/ Economics, 3.97

Michael Ruzhansky, CFP® Michael Ruzhansky, CFP® Greater New York City Area Details
Michael Ruzhansky, CFP®'s The Ayco Company, L.P., a Goldman Sachs Company Experience October 1997 - January 2000
Job Experienced Financial Counselor, Author, and Speaker
Industry Financial Services
Experience
Lenox Advisors  January 2015 - Present
PNC  May 2011 - August 2014
Morgan Stanley Smith Barney  January 2010 - May 2011
Morgan Stanley Smith Barney  August 2006 - May 2011
Deloitte  July 2001 - July 2006
KPMG  2005 - 2006
PwC  January 2000 - July 2001
The Ayco Company, L.P., a Goldman Sachs Company   October 1997 - January 2000

Skills
Retirement Planning, Financial Planning, Investments, Financial Services, Estate Planning, Wealth Management, Financial Advisory, Wealth Management..., Portfolio Management, High Net Worth..., Finance, Wealth, Strategic Financial..., Series 7, Mutual Funds, Equities, Asset Management, Income Tax, Asset Allocation, Investment Advisory, Retirement, Series 63, Asset Managment, Alternative Investments, Investment Strategies, Trust Services, Financial Planners

Education
Rutgers, The State University of New Jersey-Newark   1999 — 2001
Master, Taxation

Rochester Institute of Technology - Saunders College of Business   1992 — 1995
Bachelor's Degree, Finance

Northwestern California University School of Law
Doctor of Law (J.D.), Tax Law/Taxation of Trusts & Estates

Brian DiPasquale Brian DiPasquale Albany, New York Details
Brian DiPasquale's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2013 - Present
Job Associate Fixed Income at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company   March 2010 - January 2013
Progessive Asset Management   August 2009 - March 2010
Accion  June 2009 - July 2009
Center for Marketing Technology of Bentley University  September 2008 - June 2009

Skills
Series 7, Wealth Management, Investments, Asset Allocation, Bloomberg, Portfolio Management, Fixed Income, Equities, Securities, Asset Management, Series 66, Trading, Superior Client Service, Microsoft Office, Investment Strategies

Education
Bentley University   2008 — 2010
Master of Science (M.S.), Finance, General

State University of New York College at Plattsburgh   2003 — 2007
Bachelor of Science (B.S.), Mathematics

Travis Bivins Travis Bivins Albany, New York Area Details
Travis Bivins's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2014 - Present
Job Financial Related Services at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 2014 - Present
Verizon Wireless  August 2012 - February 2014
Wilcor International  May 2012 - August 2012
NY State Congressional Office of Richard Hanna   April 2012 - June 2012
SUNY Institute of Technology  May 2010 - May 2012

Skills
Customer Service, Microsoft Office, Sales, Budgets, Microsoft Excel, PowerPoint, Time Management, Outlook, Telephone Skills, Financial Services, Financial Analysis, Financial Planning, Finance, Personal Finance, Microsoft Word, Teamwork, Research, Data Entry, Team Building, Call Center, Retail, Administrative..., Troubleshooting

Education
Golden Gate University   2012 — 2014
Master's degree, Finance, General

SUNY Institute of Technology   2008 — 2012
Bachelor of Science (B.S.), Business Administration

Willow Johnson Willow Johnson Wynantskill, New York Details
Willow Johnson's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - September 2015
Job Accounting Student at Siena College
Industry Accounting
Experience
Wojeski & Company CPAs, P.C.   September 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   August 2014 - September 2015
CVS Caremark Corporation  June 2014 - July 2014

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Internet, Creativity, Typing, Accounting, Windows, Financial Accounting, Critical Thinking, Facebook, Photography, Accounts Receivable, Accounts Payable, Social Networking, Research, Time Management, Microsoft Office, General Ledger, Bookkeeping, Outlook

Education
Siena College   2014 — 2016
Accounting

Hudson Valley Community College   2012 — 2014
Associate of Science (A.S.), Individual Studies, 4.0

Brittany Stahura Brittany Stahura Albany, New York Area Details
Brittany Stahura's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2013 - Present
Job National Tax Group at The Ayco Company, L.P., a Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company   December 2013 - Present
Hill & Markes, Inc.   March 2013 - Present
Saratoga Hospital  June 2011 - August 2011
Saratoga Hospital  June 2011 - August 2011
Alpin Haus  June 2010 - August 2010

Skills
Team Leadership, Hard Worker, Time Management, Accounting, Financial Reporting, PowerPoint, Excel, Word, Microsoft Office, Invoicing, Budgets, Microsoft Word, Microsoft Excel, Finance, Team Building, Strategic Financial..., Access, Leadership

Education
Union Graduate College   2013 — 2014
MBA in Accounting, Accounting

Bryant University   2008 — 2012
Bachelor's of Science Degree in Accounting, Accounting

Fulton-Montgomery Community College

Julie Wehmeyer Julie Wehmeyer United States Details
Julie Wehmeyer's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2002 - November 2008
Job Experienced Executive Assistant for CLevel or Above at Various Temporary Positions in Dallas, Texas and New York, NY
Industry Retail
Experience
Various Temporary Positions in Dallas, Texas and New York, NY   March 2012 - Present
Edelweiss Soap Company   August 2001 - Present
St. George Financial Planners   February 2010 - March 2012
The Ayco Company, L.P., a Goldman Sachs Company   December 2002 - November 2008
Discovery Communications  September 1999 - March 2001
ASD Healthcare  September 1996 - July 1999
Beth Israel Deaconess Medical Center  December 1984 - March 1992
Baylor College of Medicine  August 1980 - November 1984

Skills
Product Development, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Typing, Transcription, Marketing, Marketing Communications, Social Media Marketing, Newsletters, Company Brochures, Trade Shows, Event Planning, Event Management, Corporate Events, Expense Reports, Small Business

Education
Berklee College of Music   1990 — 1993
Songwriting

University of Houston   1980 — 1984
Speech-Language Pathology/Pathologist

Adam Grazer Adam Grazer Greater Chicago Area Details
Adam Grazer's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2011 - May 2015
Job Investment Analyst ~ Private Equity Associate ~ Investment Management ~ Asset Allocation ~ Risk Management
Industry Investment Management
Experience
Nuveen Investments  June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   October 2011 - May 2015
MassMutual Financial Group  June 2010 - June 2011

Skills
Analysis, Financial Modeling, Finance, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Due Diligence, Insurance, Asset Management, Credit, Business Analysis, Market Analysis, FINRA, SEC Compliance, Business Development, Capital Structures, ESOP, Liability Management, Client Relations, Strategic Planning, Investment Strategies, Asset Valuations, Staff Training, Financial Research, Domestic Investment..., Global Investment..., Technical Investment..., salesforce.com, Morningstar, Reuters, GS Plot, Bloomberg, GS PWM Desktop, BNA Income Tax Planner, Brentmark, GoSystems, Oracle Crystal Ball, MS Office, Needs Assessment, Requirements Gathering, Client Relationship..., Asset Allocation, Mutual Funds, Fixed Income, Equities, Financial Services, Retirement Planning

Education
Arizona State University
BS, Political Science (minor in Communications)

Kathleen A. Stewart Kathleen A. Stewart Greater Pittsburgh Area Details
Kathleen A. Stewart's The Ayco Company, L.P., a Goldman Sachs Company Experience 1997 - 2001
Job Wealth Strategist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  November 2013 - Present
Financial Planning Association - Pittsburgh Chapter   January 2011 - Present
fi360  April 2012 - October 2013
Wells Fargo Private Bank  July 2010 - April 2012
Waldron Wealth Managment, LLC   December 2008 - July 2010
PNC Advisors  January 2001 - December 2008
The Ayco Company, L.P., a Goldman Sachs Company   1997 - 2001

Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, New Business Development, Strategic Financial..., Public Speaking, Financial Analysis, Strategic Planning, Finance, Wealth, Investment Management, Wealth Management..., Trusts, Financial Services, Estate Tax Planning, Financial Planning, Mutual Funds, Asset Allocation

Education
Duquesne University School of Law   1990 — 1994
Doctor of Law (J.D.), Law

Duquesne University   1980 — 1983
BS, Business Adminisration

Blaine Dunn Blaine Dunn Saratoga Springs, New York Details
Blaine Dunn's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2014 - Present
Job Investment Officer at Ayco
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   July 2014 - Present
Bonwick Capital Partners  April 2013 - June 2014
Influenster  October 2012 - December 2013
Cantor Fitzgerald  January 2011 - September 2012
Collins Stewart  February 2009 - January 2011
Goldman Sachs  June 2002 - January 2009
CCNMTL   2000 - 2002
JobDirect   1996 - 1998

Skills
Equity Derivatives, Equities, Options, Hedge Funds, Bloomberg, Derivatives, Investments, Financial Modeling, Manage Client..., Social Media Marketing, Sales Management, Sales, Team Building, Project Management, Series 3, 7, 55, 63, Financial Reporting, Investment Banking, Data Management, Angel Investor, Start-ups, Start-up Consulting, Angel Investing, Series 4

Education
Columbia University in the City of New York   2000 — 2001
MA, Instructional Technology

Ithaca College   1996 — 2000
BA, Economics

Amy Marlette Amy Marlette Ballston Spa, New York Details
Amy Marlette's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - Present
Job HR Benefits Analyst
Industry Human Resources
Experience
The Ayco Company, L.P., a Goldman Sachs Company   August 2014 - Present
GE  January 2014 - August 2014
GE  March 2012 - August 2014
GE  March 2012 - January 2014
GE  March 2010 - March 2012
Yoh, A Day & Zimmermann Company   September 2008 - March 2010

Skills
PeopleSoft, BrassRing, Oracle HR, Recruiting, Onboarding, New Hire Orientations, Project Management, Business Relationship..., Problem Management, Process Improvement, Change Management, Customer Service, Employee Benefits, HRIS, Human Resources, Leadership, Management, Microsoft Excel, Microsoft Office, Program Management, Six Sigma, Training

Education
Le Moyne College   2003 — 2007
Bachelor of Arts (BA), Political Science and Government

Kevin T. Smith, CFP® Kevin T. Smith, CFP® Boston, Massachusetts Details
Kevin T. Smith, CFP®'s The Ayco Company, L.P., a Goldman Sachs Company Experience December 2014 - Present
Job Senior Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   December 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   September 2010 - December 2014
AXA Advisors  October 2009 - March 2010
Citi  October 2007 - September 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning

Education
Canisius College   2002 — 2006
Bachelor of Science (BS), Political Science and Government

Stephen Hanak Stephen Hanak Pittsburgh, Pennsylvania Details
Stephen Hanak's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2015 - Present
Job Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 2015 - Present
Title Forward  October 2014 - January 2015
The Debt Doctors   January 2012 - September 2014
Macey & Aleman, PC   November 2008 - January 2012

Skills
Bankruptcy, Commercial Litigation, Litigation, Legal Research, Westlaw, Civil Litigation, Creditors' Rights, Courts, Legal Writing, Trials, Chapter 7, Hearings, Motions, Mediation, Arbitration

Education
Duquesne University School of Law   2005 — 2008
JD

University at Buffalo   2001 — 2005
BA

Ariel Frank Ariel Frank Greater New York City Area Details
Ariel Frank's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2010 - August 2010
Job Talent Development at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  November 2014 - Present
Citi  August 2014 - November 2014
Citi  July 2013 - August 2014
Citi  June 2012 - June 2013
Apollo Global Management LLC  June 2011 - August 2011
The Ayco Company, L.P., a Goldman Sachs Company   June 2010 - August 2010

Education
Cornell University
Bachelor of Science (B.S.), Industrial and Labor Relations

Terry Griesmer Terry Griesmer Latham, New York Details
Terry Griesmer's The Ayco Company, L.P., a Goldman Sachs Company Experience October 1995 - December 1998
Job Attorney at Rowlands & LeBrou, PLLC
Industry Law Practice
Experience
Rowlands & LeBrou, PLLC   March 2014 - Present
Towne, Ryan & Partners, P.C.   2014 - Present
The Stockade Consulting Group  November 2008 - February 2014
TIAA-CREF  January 2005 - December 2007
M&T Bank  January 2000 - January 2005
First Union National Bank  January 1998 - January 2000
The Ayco Company, L.P., a Goldman Sachs Company   October 1995 - December 1998

Education
Albany Law School of Union University   1992 — 1995
Doctor of Law (J.D.), Law

University of Vermont   1987 — 1992
BA, Political Science

Athena Trapalis Athena Trapalis United States Details
Athena Trapalis's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   November 2013 - December 2014
The Ayco Company, L.P.   January 2011 - November 2013
The Ayco Company, L.P.   January 2010 - January 2011
PricewaterhouseCoopers  January 2008 - January 2010

Skills
High Net Worth..., Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Tax Law, Tax Accounting, International Tax, Tax Preparation, Income Tax, Tax Research, Financial Modeling, Tax, Analysis, CPA, Finance, Financial Analysis

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2007 — 2008
MS, Taxation

Bentley University   2004 — 2007
BS, Accounting

John Banitt, CFA John Banitt, CFA West Palm Beach, Florida Area Details
John Banitt, CFA's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2000 - May 2004
Job Senior Investment Advisor, SVP at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  February 2014 - Present
PNC Institutional Investments  January 2012 - January 2014
PNC Wealth Management  May 2004 - January 2012
The Ayco Company, L.P., a Goldman Sachs Company   September 2000 - May 2004

Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Asset Management, Banking, Investment Advisory, Investment Management, Mutual Funds, Securities, Investment Strategies, Equities, Financial Analysis

Education
Gustavus Adolphus College   1987 — 1991
Bachelor of Arts (BA), Economics

Annie Greiner Annie Greiner Greater Pittsburgh Area Details
Annie Greiner's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2013 - Present
Job Manager of Development and Training at The Ayco Company, L.P., a Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company   September 2013 - Present
Ernst & Young  October 2011 - September 2013
Ernst & Young  June 2010 - August 2010

Skills
Accounting, Assurance, Internal Controls, Big 4, Sarbanes-Oxley Act, CPA, Financial Analysis

Education
Miami University   2007 — 2011
Bachelor's degree, Accounting, Minor in Nutrition

Nick Marsh Nick Marsh Greater Chicago Area Details
Nick Marsh's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2014 - Present
Job Vice President at The Ayco Company, L.P., a Goldman Sachs Company
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company   December 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   November 2013 - Present
The Ayco Company, L.P.   2011 - November 2013
Chuhak & Tecson, P.C.   May 2008 - April 2010

Skills
Strategic Financial..., High Net Worth..., Portfolio Management, Estate Planning, Asset Management, Financial Planners, Legal Assistance, Estate Law, Financial Analysis, Investments, Partnership Taxation, Finance, Accounting, Equities, Financial Planning, Management

Education
Quinlan School of Business, Loyola University Chicago   2008 — 2010
M.B.A., Finance

Loyola University Chicago School of Law   2007 — 2010
J.D., Corporate Law, Tax Law

Boston College   2002 — 2006
B.A., English Language and Literature, General

Mike Wright PMP ITIL CTFL CSM Mike Wright PMP ITIL CTFL CSM Albany, New York Area Details
Mike Wright PMP ITIL CTFL CSM's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2014 - Present
Job Director of Technology at The Ayco Company, L.P., a Goldman Sachs Company
Industry Information Technology and Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   May 2014 - Present
MAXIMUS  January 2013 - May 2014
Wproductions   June 2010 - May 2014
CDPHP  July 2011 - January 2013
ISO / Verisk Analytics   May 2008 - April 2010
Insurance Services Office, Inc.   January 2002 - May 2008
ISO  April 1998 - January 2002
Mackenze and Parters Proxy Solicitation   August 1997 - March 1998
Sony 550 Records   January 1996 - May 1997
Bates  January 1994 - January 1996

Skills
ITIL, PMO, PMP, IT Service Management, IT Management, Change Management, Incident Management, IT Strategy, Software Project..., Program Management, Process Improvement, Service Management, Agile Project Management, Process, Project Planning, MS Project, Project Portfolio..., Project Delivery, Management, Operations Management, Leading Change, People-oriented, CTFL, Project Management, Business Requirements, Visio, Disaster Recovery, DB2, Enterprise Architecture, Data Warehousing, Databases, Requirements Analysis, SDLC, Business Analysis, Vendor Management, Governance, Requirements Gathering, Enterprise Software, Information Technology, Integration, Business Process..., Resource Management, Software Documentation, Business Process, Systems Analysis

Education
Nassau Community College   1992 — 1994
Associates, Music Theory

Canisius College   1988 — 1992
Communications, Philosophy Minor

La Salle   1984 — 1988

Aneta Barszczewska Aneta Barszczewska Albany, New York Area Details
Aneta Barszczewska's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2013 - December 2014
Job Compliance Analyst at Paradigm Capital Management, Inc.
Industry Financial Services
Experience
Paradigm Capital Management, Inc.   December 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   December 2013 - December 2014
Jenna Fiman DMD General Dentist   June 2011 - December 2014
PageOne Financial   June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, English, Research, Strategic Planning, Financial Analysis, Accounting, Banking, Access, Time Management, Data Analysis, Teamwork, Public Speaking

Education
University at Albany, State University of New York   2012 — 2014
Bachelor of Science in Business Administration and Bachelor of Science in Accounting, Financial Analyst Honors Program

Hudson Valley Community College   2011 — 2012
Associate of Science in Business Administration, Business Administration

Parker Niles Parker Niles Albany, New York Area Details
Parker Niles's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2014 - August 2014
Job JD/MBA Candidate at Albany Law School and Union Graduate College
Industry Higher Education
Experience
Ayco, a Goldman Sachs Company  May 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   February 2014 - August 2014
Sneeringer Monahan Provost Redgrave Title Agency, Inc.   November 2011 - February 2014
Golub Career Center - Union Graduate College   September 2013 - December 2013
Law Offices of Jacobs Portin, PLLC   March 2013 - June 2013
Top Form Incorporated   November 2010 - January 2012

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word

Education
Albany Law School of Union University   2014 — 2017
Juris Doctor (J.D.)

Union Graduate College   2013 — 2017
Master of Business Administration (MBA)

Union College   2009 — 2013
Bachelor of Arts (BA), Major: (History); Minors: (Psychology and Classics)

Brian Schad Brian Schad Greater New York City Area Details
Brian Schad's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2005 - September 2014
Job Senior Manager at EY
Industry Accounting
Experience
EY  October 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   October 2005 - September 2014
Ostrow Reisin Berk & Abrams, Ltd.   July 2002 - October 2005

Skills
Multi-generational..., Tax, Financial Analysis, Financial Planning, Income Tax, Finance, Investments, Corporate Tax, Financial Services, Tax Preparation, Estate Planning

Education
Case Western Reserve University   1998 — 1999
Master of Laws (LL.M.), Taxation

Cleveland State University - Cleveland-Marshall College of Law   1995 — 1998
Doctor of Law (JD)

The Ohio State University   1990 — 1995
Bachelor of Arts (B.A.), History

Sara Rolls Sara Rolls Elmira, New York Details
Sara Rolls's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2014 - April 2015
Job J.D., Class of 2015, Albany Law School
Industry Law Practice
Experience
The Ayco Company  August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   January 2014 - April 2015
Follett Higher Education Group  January 2013 - December 2014
Law Office of Emanuel Mouganis   July 2013 - July 2013
Lester & Lester Law Office   May 2013 - July 2013
BASC Dining Services   August 2009 - May 2012
jcpenney  November 2009 - January 2012

Skills
Legal Research, Research, Legal Writing, Editing, Event Planning, Customer Service

Education
Albany Law School of Union University   2012 — 2015
Doctor of Law (J.D.)

State University of New York College at Brockport   2008 — 2012
Bachelor of Science (BS), Psychology

Joshua Reh, MSAPM Joshua Reh, MSAPM Charlotte, North Carolina Area Details
Joshua Reh, MSAPM's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2013 - June 2014
Job Market Risk Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   October 2013 - June 2014
Questar III BOCES  October 2011 - August 2013
Robert Half Finance & Accounting  December 2010 - May 2011
Farley Water Services   June 2005 - October 2010

Skills
Financial Analysis, Financial Modeling, Financial Accounting, Accounting, Budgets, Account Management, Cost Accounting, Equity Valuation, Managerial Finance, SQL Server Management..., Counterparty Risk, Interest Rate Risk..., Credit Risk, Risk Analysis, Equity Research Analysis

Education
Creighton University   2012 — 2014
Master of Science (MSAPM), Security Analysis & Portfolio Management

SUNY New Paltz   2006 — 2009
Bachelor of Science, Finance

Philip Boudreau, CPA Philip Boudreau, CPA Louisville, Kentucky Details
Philip Boudreau, CPA's The Ayco Company, L.P., a Goldman Sachs Company Experience 2005 - 2007
Job Tax Accountant at Humana
Industry Accounting
Experience
Humana  February 2015 - Present
DMLO  July 2013 - February 2015
D'Arcangelo & Co., LLP   2010 - 2013
EY  2008 - 2009
UHY LLP  2007 - 2008
The Ayco Company, L.P., a Goldman Sachs Company   2005 - 2007

Skills
Accounting, Tax Preparation, Financial Reporting, QuickBooks, Financial Analysis, Tax Research, CPA, Income Tax, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Fixed Assets, Corporate Tax, Tax Accounting, GAAP, Partnership Taxation, Tax, Financial Statements, Account Reconciliation, Tax Returns

Education
State University of New York at Albany   2004 — 2005
Master of Science (M.S.), Taxation

State University of New York at Albany   2002 — 2004
Bachelor of Science (BS), Accounting

Hudson County Community College   1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General

Heena Shah, CFP®, EA Heena Shah, CFP®, EA Orange County, California Area Details
Heena Shah, CFP®, EA's The Ayco Company, L.P., a Goldman Sachs Company Experience 2013 - Present
Job
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   2013 - Present
Lighthouse Financial Services, Inc.   2002 - 2013
Financial Planning Association of Orange County  January 2012 - December 2012
Homebase  1997 - 1998

Skills
* Microsoft Office, * NaviPlan - Financial..., * Advent/Axys -..., * Morning Star -..., * Lacerte - Tax, Strategic Financial..., Portfolio Management, ProSeries, Microsoft Office, Asset Management, Risk Management, Tax, Estate Planning, Financial Planners

Education
California State University-Dominguez Hills   1992 — 1994
Bachelor of Science, Business Administration Marketing

Denise Riedy Denise Riedy Schenectady, New York Details
Denise Riedy's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2004 - Present
Job Senior Tax Associate at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   September 2004 - Present
Lavelle & Finn, LLP   January 2003 - September 2004

Skills
Wealth Management, Retirement Planning, Series 7, High Net Worth..., Income Tax, Employee Benefits, Investments, Tax Preparation

Education
The College of Saint Rose   2009 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

Rensselaer Polytechnic Institute   2000 — 2002
Bachelor of Science (B.S.), Management, 3.7

Hudson Valley Community College   1999 — 2000
Associate of Science (A.S.), Business Administration and Management, General, 4.0

Charles Cerny Charles Cerny Albany, New York Area Details
Charles Cerny's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2013 - Present
Job Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   August 2013 - Present
Pendum LLC  November 2010 - August 2013
Citizens Bank  March 2010 - November 2010
JPMorgan Chase  January 2008 - January 2010

Skills
Customer Service, Organizational..., Goal Oriented, Financial Analysis, Community Outreach, Team Leadership, ATM networks, ATMs, Software Installation, Leadership, Customer Satisfaction, Sales Process, Direct Sales, Asset Managment, Business, Credit, Entrepreneurship, Food, Hospitality, Microsoft Office

Education
SUNY Empire State College   2012 — 2015
Master of Business Administration (M.B.A.), Business

Adelphi University   2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Tompkins Cortland Community College   2003 — 2005
Associate of Arts and Sciences (AAS), Business Administration and Management, General

Nick Tommasini Nick Tommasini Albany, New York Area Details
Nick Tommasini's The Ayco Company, L.P., a Goldman Sachs Company Experience April 2014 - Present
Job Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   April 2014 - Present
Tommasini Greenhouses   May 2008 - December 2013
Enterprise Rent-A-Car  January 2013 - June 2013
Manhattan College  August 2011 - May 2013
Alpha Phi Delta National Fraternity  November 2011 - November 2012

Skills
Asset Managment, Microsoft Word, Photoshop, Event Planning, Asset Management, Management, Research, Nonprofits, Public Speaking, Microsoft Excel, Marketing, PowerPoint, Time Management, Leadership, Teamwork, Social Networking

Education
Manhattan College   2009 — 2013
Business, Management and Finance

Michael J. DeMaria Michael J. DeMaria Hartford, Connecticut Area Details
Michael J. DeMaria's The Ayco Company, L.P., a Goldman Sachs Company Experience 1998 - 2004
Job Senior Investment Portfolio Manager and Wealth Management/Trust Professional
Industry Investment Management
Experience
People's United Bank  2010 - 2013
U.S. Trust, Bank of America Private Wealth Management   2006 - 2010
PNC Wealth Management - PNC Bank, Florida, N.A.   2004 - 2006
The Ayco Company, L.P., A Goldman Sachs Company   1998 - 2004
SunTrust Bank  1995 - 1998
Wilmington Trust of Florida   1988 - 1995

Skills
Portfolio Management, Wealth Management, Investments, Asset Management, Investment Advisory, High Net Worth..., Investment Management, Private Wealth..., Relationship Management, Investment Research, Equities, Fixed Income, Asset Allocation, Retirement Planning, Estate Planning, Strategic Financial..., Finance, Due Diligence, Banking

Education
Boston College
Bachelor's Degree, Political Science and Economics

University of South Florida
Graduate coursework, M.S. Program in Finance and Economics

James McMichael, MSRE James McMichael, MSRE Atlanta, Georgia Details
James McMichael, MSRE's The Ayco Company, L.P., a Goldman Sachs Company Experience April 2013 - Present
Job Senior Financial Analyst at The Ayco Company LP A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   April 2013 - Present
King Real Estate Advisors, LLC   January 2012 - April 2013
Smith Real Estate Services   May 2010 - January 2011

Skills
Real Estate Economics, Microsoft Excel, Real Estate, Research, Social Media, Customer Service, Advertising, Teamwork, Marketing, Sales, Microsoft Office, Sellers, Negotiation

Education
Georgia State University - J. Mack Robinson College of Business   2010 — 2012
Master of Science, Real Estate

University of Georgia   2007 — 2009
B.S., Family Financial Planning

Stephanie Lonczak Stephanie Lonczak Albany, New York Area Details
Stephanie Lonczak's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - December 2014
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US  August 2015 - Present
KPMG  January 2015 - June 2015
The Ayco Company, L.P., a Goldman Sachs Company   June 2014 - December 2014
St. Peter's Hospital   May 2012 - January 2014
MFS Investment Management  January 2013 - June 2013
Trinity Alliance of the Capital Region, Inc.   January 2011 - January 2011

Skills
Accounting, Microsoft Office, PeopleSoft Financial, Account Reconciliation, Financial Analysis, Financial Reporting, Financial Accounting, Tax

Education
State University of New York at Albany   2014 — 2015
Master's degree, Taxation, 3.8

Endicott College   2010 — 2014
Bachelor of Science (B.S.), Accounting, 3.8

Jessica Gingerelli Jessica Gingerelli Greater New York City Area Details
Jessica Gingerelli's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2009 - September 2009
Job Financial Analyst, Planning and Reporting
Industry Chemicals
Experience
BASF  May 2014 - Present
BASF  May 2012 - May 2014
BASF  May 2010 - May 2012
The Ayco Company, L.P., a Goldman Sachs Company   March 2009 - September 2009
BASF  May 2008 - September 2008

Skills
Financial Analysis, Forecasting, Financial Reporting, SAP, Budgets, Finance

Education
Fordham University - Graduate School of Business Administration   2011 — 2013
MBA, Finance and Marketing

Seton Hall University   2006 — 2010
Bachelor of Science, Business Finance and Management

Sarah De Marchena Sarah De Marchena Miami, Florida Details
Sarah De Marchena's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Associate, Private Wealth Management at The Ayco Company, L.P., a Goldman Sachs Company
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
J.P. Morgan   January 2013 - December 2014
J.P. Morgan   June 2010 - December 2012
J.P. Morgan   May 2008 - June 2010
Bear Stearns Securities Corp.  September 2006 - April 2008
Marriott International  June 2005 - August 2006
UBS Wealth Management  June 2004 - September 2004
Devonshire Asset Management, Inc.   January 2004 - June 2004

Skills
Equities, Finance, Marketing Strategy, Prime Brokerage, Portfolio Management, Financial Services, Management, Mergers & Acquisitions, Accounting, Asset Allocation, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities

Education
City University of New York-Baruch College - Zicklin School of Business   2012 — 2013
Master's degree, Finance

Bentley University   2001 — 2005
Bachelor of Science, Finance

Kaelyn O'Connell Kaelyn O'Connell Boston, Massachusetts Details
Kaelyn O'Connell's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2015 - Present
Job Private Wealth Management at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   February 2015 - Present
JPMorgan Chase  July 2013 - February 2015
Bentley University  September 2010 - May 2013
Bentley University  2009 - 2013
Bentley University  2009 - 2013
The Ayco Company, L.P., a Goldman Sachs Company   May 2012 - August 2012

Skills
Fixed Income, Bloomberg, Portfolio Management, Equities, Investments, Management, Mutual Funds

Education
Bentley University   2009 — 2013
Bachelor of Science (BS), Finance

Bond University   2011 — 2012
Study Abroad

Rae Shirer Rae Shirer Orange County, California Area Details
Rae Shirer's The Ayco Company, L.P., a Goldman Sachs Company Experience January 1998 - April 2000
Job Consultant at New Options Business Services
Industry Management Consulting
Experience
New Options Business Services   October 2014 - Present
Law Office of Rae Shirer   January 1998 - December 2014
Rotary International  July 2013 - June 2014
The Ayco Company, L.P., a Goldman Sachs Company   January 1998 - April 2000
KPMG  December 1995 - December 1997
The Watt Companies   September 1987 - September 1995
Law of Office of Donald Klyce   March 1983 - June 1987

Skills
Public Speaking, Writing, Organizational..., Strategic Planning, Policy, Leadership Development, Team Building, Management, Training, Nonprofits, Small Business, Start-ups, Entrepreneurship, Corporate Law, Contract Negotiation, Employment Law, Tax, Estate Planning, Real Estate, Legal Research, Legal Assistance, Legal Advice, Legal Writing, Dispute Resolution, Mediation, Arbitration, Commercial Litigation, Litigation, Budgets, Business Planning, Leadership

Education
Loyola Law School, Loyola Marymount University   1989 — 1993
Juris Doctorate, Law

UCLA Extension   1987 — 1989
Course Work in Certificate Program, Taxation

Orange Coast College   1987 — 1988
Real Estate Broker Certification, Licensed California Real Estate Broker 1989-1993

California State University-Fullerton   1984 — 1987
Bachelor of Arts, Business Administration - Finance with Emphasis in Real Estate, Cum Laude

Corona Senior High School   1972 — 1976
Diploma

Todd Hall, CFP® Todd Hall, CFP® Greater Atlanta Area Details
Todd Hall, CFP®'s The Ayco Company, L.P., a Goldman Sachs Company Experience January 2007 - December 2008
Job Homrich Berg
Industry Financial Services
Experience
Homrich Berg  July 2015 - Present
The Wellspring Group  January 2009 - July 2015
The Ayco Company, L.P., a Goldman Sachs Company   January 2007 - December 2008
Ameriprise Financial Services, Inc.   December 2002 - December 2006

Skills
Wealth Management, Financial Advisory, Wealth, Finance, Investments, Financial Planning, Small Business, Estate Planning, Strategic Financial..., Financial Analysis, Securities, Asset Allocation, Asset Management, Investment Management, Portfolio Management, Retirement Planning, Investment Advisory

Education
Bucknell University   1998 — 2002
BSBA, Management

Whitfield School   1994 — 1998

Bradley Hilton, CFP®, MBA Bradley Hilton, CFP®, MBA Atlanta, Georgia Details
Bradley Hilton, CFP®, MBA's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2010 - January 2013
Job Assistant Vice President, Wealth Strategies Analyst at U.S. Trust
Industry Financial Services
Experience
Wells Fargo  March 2015 - Present
U.S. Trust   January 2013 - March 2015
The Ayco Company, L.P., a Goldman Sachs Company   July 2010 - January 2013
Philips  June 2006 - July 2010

Skills
Strategic Financial..., Financial Planners, Personal Financial..., Certified Financial..., Holistic Financial..., Estate Planning, Estate Tax Planning, Retirement Planning, Retirement Benefits, Income Tax, LGBT community, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Intergenerational..., Property & Casualty..., Life Insurance, Disability Insurance, Term Life Insurance, Wealth Management, Investments, Portfolio Management, Asset Management, Financial Planning

Education
Georgia State University   2006 — 2010
Master of Business Administration (MBA), Master's Concentration in Personal Financial Planning

University of North Carolina at Wilmington   1997 — 2001
Bachelor of Science (BS), Business and Information Technology

Holly Nanos Holly Nanos Greater Chicago Area Details
Holly Nanos's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2012 - October 2013
Job Portfolio Manager Romano Wealth Management
Industry Financial Services
Experience
Romano Wealth Management  November 2014 - Present
Romano Wealth Management  December 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company   August 2012 - October 2013
The Ayco Company, L.P., a Goldman Sachs Company   September 2009 - July 2012

Skills
Financial Analysis, Strategic Financial..., Corporate Finance, Asset Managment, Financial Risk, Leadership, Microsoft Office, PowerPoint, Wealth Management, Asset Allocation, Retirement Planning, Investments, Series 7, Mutual Funds, Estate Planning, Tax, High Net Worth..., Finance, Portfolio Management, Alternative Investments, Retirement, Options, Financial Planners, Wealth, Life Insurance, Employee Benefits, Cash Flow Forecasting, Fixed Income, SEC filings, Income Tax, Mortgage Lending, Financial Advisory, Investment Advisory, Equities, Financial Services, Bonds, Personal Financial..., Securities, Wealth Management..., Investment Portfolios, Investment Strategies, Asset Management, Financial Modeling, Valuation, Investment Management, Series 63, Financial Planning

Education
DePaul University   2004 — 2009
Bachelor of Science (BS), Accounting and Finance

Anthony Spadaro Anthony Spadaro Brooklyn, New York Details
Anthony Spadaro's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - 2015
Job Business Banking Intern at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - 2015
Merrill Lynch  June 2014 - August 2014
MetLife Solutions Group  February 2014 - May 2014
All Points Unlimited   May 2013 - September 2013

Skills
QuickBooks, QuestaWeb, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint

Education
Fairleigh Dickinson University   2012 — 2016

Xaverian High School   2008 — 2012
High School

Joshua Gregg Esq. Joshua Gregg Esq. Greater New York City Area Details
Joshua Gregg Esq.'s The Ayco Company, L.P., a Goldman Sachs Company Experience December 2014 - Present
Job Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Law Practice
Experience
The Ayco Company, L.P., a Goldman Sachs Company   December 2014 - Present
The Ayco Company, L.P.   January 2013 - December 2014
Albany Law Journal of Science and Technology   August 2013 - May 2014
CDPHP  June 2012 - August 2012
New York State Office of General Services  June 2012 - August 2012
New York State Insurance Department  January 2011 - May 2011
Dean Patricia Salkin, Government Law Center,   June 2010 - August 2010

Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, Litigation, Social Media, Customer Service, Civil Litigation, Teamwork, English, Corporate Law, Criminal Law, Commercial Litigation, Courts, Intellectual Property, JMP, SPSS, Stata, Healthcare, Nonprofits, Leadership, Policy Analysis, Lexis, Policy, Insurance, Healthcare Management, Personal Financial..., Data Analysis

Education
Albany Law School of Union University   2011 — 2014
Doctor of Law (J.D.), Business Administration and Management, General, GPA: 3.53

Union Graduate College   2011 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management, GPA: 3.92

Siena College   2007 — 2011
Bachelor of Arts (B.A.), Economics, GPA: 3.93; Graduated Summa Cum Laude

Evan Gallipoli Evan Gallipoli Greater New York City Area Details
Evan Gallipoli's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2013 - Present
Job Senior 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 2013 - Present
Financial Northeastern Companies  January 2013 - May 2013
Oppenheimer & Co.   December 2012 - January 2013
Merrill Lynch  June 2012 - December 2012
ImpactAssets  July 2012 - August 2012
KPMG  December 2010 - May 2012
Skyline Genesis Event Marketing  June 2006 - November 2010
Article A, LLC   August 2000 - September 2009
Vector Marketing  February 2006 - June 2006

Skills
Team Leadership, Efficiency, Goal Oriented, Diligent, PowerPoint, Customer Service, Ethical Decision Making, Managing Deadlines, Analysis, Leadership, Management, Time Management, Training, Finance, Microsoft Excel, Research, Marketing

Education
Ramapo College of New Jersey   2011 — 2013
Business Administration - B.S., Finance, 3.83

Bergen Community College   2010 — 2011
Business Administration - Associates, Business Management, 4.0

Kyle Harer Kyle Harer Chicago, Illinois Details
Kyle Harer's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2010 - December 2011
Job Fixed Income Sales at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  July 2015 - Present
UBS Private Wealth Management  December 2011 - July 2015
The Ayco Company, L.P., a Goldman Sachs Company   March 2010 - December 2011
UBS Financial Services  June 2008 - August 2008

Education
Cornell University
Bachelor of Science, Applied Economics & ManagementFinance and Marketing

Nicholas Woitach Nicholas Woitach Albany, New York Area Details
Nicholas Woitach's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2012 - Present
Job Fixed Income 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 2012 - Present
The Ayco Company, L.P., a Goldman Sachs Company   March 2012 - June 2012
The Ayco Company, L.P., a Goldman Sachs Company   December 2010 - March 2012
Emerson Network Power  June 2009 - August 2009

Skills
Series 7, Investments, Financial Analysis, Wealth Management, Portfolio Management, Asset Allocation, Finance, Bloomberg, Asset Management, Fixed Income, Microsoft Office, Risk Management, Corporate Finance, Strategic Planning, Data Analysis, Leadership

Education
Union Graduate College   2010 — 2012
Master of Business Administration (MBA), Concentrations in Management and Finance

Elmira College   2006 — 2010
Bachelor of Science (BS) in Business Administration, Concentrations in Management and Marketing

Brett Higgins Brett Higgins Dallas, Texas Details
Brett Higgins's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Financial Planner at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
The Ayco Company, L.P. A Goldman Sachs Company   July 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company   November 2011 - July 2013
The Ayco Company, L.P., a Goldman Sachs Company   November 2010 - November 2011
Peoples Bank  June 2010 - November 2010

Education
University of North Texas   2012 — 2014
Master of Business Administration (MBA), Finance

Kansas State University   2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics

Kevin McKeown Kevin McKeown Albany, New York Area Details
Kevin McKeown's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2013 - Present
Job Senior Administrator at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   August 2013 - Present
Siena College  August 2012 - July 2013
Binghamton University  July 2008 - August 2012
Binghamton University  March 2011 - May 2011
Elmira College  August 2006 - June 2008
Merrill Lynch  July 2005 - August 2005

Skills
Research, Fundraising, Teaching, Recruiting, Team Management, Team Building, Coaching, Team Leadership, Analysis, US GAAP, Selling, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media

Education
Elmira College   2006 — 2008
Master of Arts (M.A.), Education

Binghamton University   2002 — 2006
Bachelor of Arts (B.A.), Economics

Andrew Noone, CFA Andrew Noone, CFA Dallas/Fort Worth Area Details
Andrew Noone, CFA's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2004 - July 2010
Job First Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  July 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company   February 2004 - July 2010

Education
Boston College   1999 — 2003
Bachelor of Arts (BA), Economics

Steven Zecca Steven Zecca Greater New York City Area Details
Steven Zecca's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2008 - August 2008
Job Associate at Ahmuty, Demers & McManus
Industry Law Practice
Experience
Ahmuty, Demers & McManus, ESQs   August 2009 - Present
The Ayco Company, L.P., a Goldman Sachs Company   January 2008 - August 2008
Ganje Law Office   April 2007 - September 2007

Skills
Litigation, Civil Litigation, Depositions, Torts, Negligence, Premises Liability, Estate Planning, Insurance Law, Tax, Insurance Coverage..., Defense, Construction Site..., Personal Injury..., Property Damage, Mediation, Insurance, Trials, Construction Law, Automobile Liability, Trial Practice, Public Liability, Legal Writing, Courts, Product Liability

Education
Albany Law School of Union University   2006 — 2009
JD, Tax, Estate Planning

State University of New York at Albany   2002 — 2006
Bachelor, Criminal Justice, Sociology

Anthony Castano Anthony Castano Madison, New Jersey Details
Anthony Castano's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
Morgan Stanley  February 2013 - December 2014
Fairleigh Dickinson University  December 2010 - May 2013

Education
Fairleigh Dickinson University   2010 — 2014

Baran Bulkat Baran Bulkat Greater San Diego Area Details
Baran Bulkat's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2014 - Present
Job Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Law Practice
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 2014 - Present
Nolo  September 2011 - March 2014
Bankruptcy Legal Group   December 2010 - October 2013
Bankruptcy Legal Group   January 2010 - November 2010
Alverson Taylor Mortensen & Sanders  May 2009 - August 2009
Law Offices Of Kyle Yaege, A.P.C.   May 2008 - July 2008

Skills
Nonprofits, Public Speaking, Legal Writing, Legal Research, Editing, Civil Litigation, Fundraising, Bankruptcy

Education
California Western School of Law   2007 — 2010
Juris Doctor

Georgia Institute of Technology - Georgia Tech College of Management   2000 — 2004
Bachelor of Science, Management

Lauren Uranker Lauren Uranker Greater Pittsburgh Area Details
Lauren Uranker's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Vice President Corporate Development Group at The Ayco Company, L.P., a Goldman Sachs Company
Industry Human Resources
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   September 2013 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company   February 2012 - September 2013
Emerson Process Management  May 2007 - February 2012

Skills
General Securities..., Series 7, Series 66, Financial Services, Retirement Planning

Education
Duquesne University   2009 — 2010
MBA, Human Resource Management

Geneva College   2004 — 2008
BSBA, Finance

Zeena Abidi Zeena Abidi Greater Los Angeles Area Details
Zeena Abidi's The Ayco Company, L.P., a Goldman Sachs Company Experience 2002 - 2007
Job Marketing
Industry Apparel & Fashion
Experience
Hochiki America Corporation   March 2013 - Present
STYLE 2020  February 2013 - Present
STYLE 2020  2009 - 2012
Cristina Ehrlich  2007 - 2009
Giorgio Armani  January 2007 - July 2007
The Ayco Company, L.P., A Goldman Sachs Company   2002 - 2007

Skills
Public Relations, Social Media, Public Speaking, Marketing Strategy, Editing, Project Management, Retail, Brand Management, Event Planning, Strategic Planning, Financial Analysis, Investments, Brand Implementation, Marketing Communications, Wardrobe Analysis, Communication Skills, Microsoft Excel, Photoshop, Tax Preparation, Budget Reconciliation, Training & Development, Employee Training, Marketing, Fashion, Management, Advertising, Social Media Marketing, Communication

Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
Master of Business Administration (M.B.A.), Marketing / Entrepreneurial Management

University of California, Irvine
Bachelor of Science (B.S.), Biologicial Sciences

University of California, Irvine
Bachelor of Arts (B.A.), Economics

Fashion Institute of Design & Merchandising
Professional Designation, Visual Communicatons

Anthony Yizze Anthony Yizze Greater Detroit Area Details
Anthony Yizze's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   September 2014 - Present
Street of Walls   June 2013 - September 2014
Mercedes-Benz Financial Services USA LLC  May 2012 - August 2012

Skills
Data Analysis, Research, Leadership, Microsoft Excel, PowerPoint, Social Media, Critical Thinking, SAP, Financial Analysis, Teamwork, Analysis, Finance, Accounting

Education
Michigan State University   2010 — 2014
Bachelor of Arts (BA), Finance and Financial Management Services

Michigan State University - The Eli Broad College of Business   2010 — 2014
Bachelor of Arts (B.A.), Finance minor in Economics

Christopher Winter,CFP®, EA Christopher Winter,CFP®, EA Greater New York City Area Details
Christopher Winter,CFP®, EA's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2014 - Present
Job Financial Planner at Ernst & Young
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company   November 2014 - Present
Ernst & Young  October 2008 - October 2014

Skills
Certified Financial..., IRS Enrolled Agent, Financial Planners, Estate Planning, Retirement Planning, Tax, Income Tax, Tax Preparation, 401k, Asset Allocation, IRS, Investments, Tax Research, Mutual Funds, Analysis, Finance, Financial Analysis, Financial Planning, High Net Worth..., Strategic Financial...

Education
Fairleigh Dickinson University
Bachelor's degree, Economics

Fairleigh Dickinson University
Master of Business Administration (MBA), Finance, General

Ross Norman, MBA Ross Norman, MBA Dallas/Fort Worth Area Details
Ross Norman, MBA's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2008 - Present
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., A Goldman Sachs Company   January 2008 - Present
Greg Homesley, CPA   June 2007 - October 2007

Skills
Personal Financial..., Investment Advisory, Estate Planning, Income Tax, Retirement Planning, Insurance, Strategic Financial..., Investments, Wealth Management, Asset Allocation, Financial Advisory, Retirement, Series 63, Series 7, Mutual Funds

Education
Dallas Baptist University   2009 — 2011
MBA, Finance

Texas Tech University   2003 — 2007
Bachelor, Personal Financial Planning

Brandy Wright, CDFA™, CFP®, MBA Brandy Wright, CDFA™, CFP®, MBA Atlanta, Georgia Details
Brandy Wright, CDFA™, CFP®, MBA's The Ayco Company, L.P., a Goldman Sachs Company Experience 2003 - July 2010
Job Wealth Manager at Cambridge Wealth Counsel
Industry Financial Services
Experience
Cambridge Wealth Counsel   June 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company   2003 - July 2010
A.G. Edwards & Sons, Inc.   2000 - 2003
SunTrust Bank  1997 - 2000

Skills
Finance, Estate Planning, Wealth, Retirement Planning, Financial Analysis, Leadership, Investments, Financial Planning, Wealth Management, Mutual Funds, Asset Management

Education
Georgia State University - J. Mack Robinson College of Business   1997 — 1999
MBA, Finance

Georgia Southern University - College of Business Administration   1993 — 1997
BA, Finance & Risk Management

Jamie Pander Jamie Pander Queensbury, New York Details
Jamie Pander's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2014 - July 2014
Job Financial Services Representative at Primerica
Industry Financial Services
Experience
Primerica  December 2014 - Present
United States Air Force  December 2012 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company   January 2014 - July 2014
United States Air Force  June 2006 - December 2012
United States Air Force  January 1997 - June 2006
Mortgage Banking Management Software, Inc.   January 2001 - January 2002

Skills
Principles of..., Instructional Systems..., Adult Education, Career Counseling, Career Development, Coaching, Employee Relations, Human Resources, Instructional Design, Leadership, Leadership Development, Policy, Public Speaking, Staff Development, Team Building, Training

Education
Southern Nazarene University   2008 — 2010
Bachelor of Science, Organizational Leadership

Community College of the Air Force   2007 — 2009
Associates in Applied Science, Education and Training Management

Community College of the Air Force   2005 — 2007
Associates in Applied Science, Information Systems Technology

Mariesa Coppola Mariesa Coppola Albany, New York Area Details
Mariesa Coppola's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2005 - September 2008
Job Senior Corporate Counsel at AMRI (Albany Molecular Research Inc.)
Industry Pharmaceuticals
Experience
AMRI (Albany Molecular Research Inc.)   April 2012 - Present
City of Saratoga Springs Planning Board   January 2012 - December 2013
The Jones Firm   September 2008 - October 2011
The Ayco Company, L.P., a Goldman Sachs Company   January 2005 - September 2008

Skills
Litigation, Intellectual Property, Licensing, Corporate Law, Employment Law, Non-disclosure..., Technology Transfer, Contract Negotiation, SEC filings, Corporate Governance

Education
Albany Law School of Union University   2001 — 2004
JD

Le Moyne College   1997 — 2001
Bachelor of Science (B.S.)

Wajma Rasoul, MBA Wajma Rasoul, MBA Atlanta, Georgia Details
Wajma Rasoul, MBA's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2014 - Present
Job Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   October 2014 - Present
Ian Weinstein, CHFC - An Ameriprise Private Wealth Management   September 2012 - August 2014
Windham Brannon Financial Group, LLC   April 2011 - August 2012
Tarpley & Underwood Financial Advisors, LLC   July 2010 - May 2011
Tarpley & Underwood Financial Advisors, LLC, an Atlanta-based wealth management firm   June 2006 - August 2010
Tarpley & Underwood, PC   July 2005 - June 2006

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2010
MBA, Personal Financial Planning

University of Georgia - Terry College of Business   2000 — 2003
BBA, General Business

Philip O' Brien, AIF®, CRPS® Philip O' Brien, AIF®, CRPS® Greater Chicago Area Details
Philip O' Brien, AIF®, CRPS®'s The Ayco Company, L.P., a Goldman Sachs Company Experience May 2005 - August 2006
Job Regional Sales Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company  January 2013 - Present
William Blair & Company  July 2011 - December 2012
William Blair and Company  July 2009 - July 2011
William Blair and Company  June 2007 - August 2009
Morningstar  September 2006 - May 2007
The Ayco Company, L.P., a Goldman Sachs Company   May 2005 - August 2006
Wachovia, A Wells Fargo Company  January 2000 - February 2002
Deutsche Asset Management - Kemper Funds   September 1997 - December 1999

Skills
Sales & Marketing..., Mutual Funds, Alternative Investments, Separately Managed..., Retirement Planning, Sales, Product Management, Series 7, Series 63, Asset Allocation, Series 6, Investments, ETFs, Investment Advisory, Wealth Management, Asset Managment, Uniform Combined State..., Fixed Annuities, 401k, Investment Management, Retirement, DCIO, Asset Management, Series 24

Education
Indiana University Bloomington   2003 — 2004
MA

University College Dublin   1993 — 1996
MA. LIT

Barbara Stone Barbara Stone Orange County, California Area Details
Barbara Stone's The Ayco Company, L.P., a Goldman Sachs Company Experience October 1998 - October 2003
Job Executive Assistant to the Chief Claims & Loss Control Officer at QBE North America
Industry Insurance
Experience
QBE North America  November 2003 - Present
The Ayco Company, L.P., a Goldman Sachs Company   October 1998 - October 2003
The Colony Beach & Tennis Resort  April 1997 - October 1998
Digestive Disorders Associates/Arundel Ambulatory Surgery Ctr   August 1994 - August 1996
Guest Services, Inc.   February 1985 - August 1994

Skills
Office Management, Office Administration, Administrative..., Spreadsheets, Outlook, Organization, Conflict Resolution, Project Management, Expenses, Human Resources, Expense Management, PeopleSoft, Invoicing, Lotus Notes, Insurance, Process Improvement, Administrative...

Education
Florida Southern College

Grace Graham Grace Graham Greater Boston Area Details
Grace Graham's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2011 - Present
Job Administrative Assistant at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   June 2011 - Present
Lily Saratoga   March 2015 - August 2015
The Office of Senator Kirsten E. Gillibrand  March 2011 - June 2011
Siena College  January 2011 - May 2011
United Way of the Greater Capital Region  January 2010 - June 2010

Education
State University of New York Empire State College   2013 — 2014
Graduate Certificate, Human Resources Management, 4.0

Siena College   2008 — 2011
Bachelor of Arts (B.A.), Sociology, 3.73

Marist College   2007 — 2008

Travis Maurer Travis Maurer Greater Philadelphia Area Details
Travis Maurer's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - July 2015
Job Associate Attorney at Salvo Rogers & Elinski
Industry Law Practice
Experience
Salvo Rogers & Elinski   August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   September 2014 - July 2015
Pitt Law and Tepper School of Business   August 2011 - May 2014
Salvo Rogers & Elinski   May 2011 - August 2013
US Army  December 2008 - November 2009

Skills
Legal Research, Legal Writing, Estate Planning, Public Speaking, Westlaw, Public Policy, Policy Analysis, Community Outreach, Research, Corporate Law, Litigation Support, Nonprofits, Analysis

Education
Carnegie Mellon University - Tepper School of Business   2011 — 2014
MBA

University of Pittsburgh School of Law   2010 — 2014
Juris Doctor (J.D.)

Grove City College   2003 — 2007
B.S., Business Management

Sarah Rapke Sarah Rapke Albany, New York Area Details
Sarah Rapke's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2013 - Present
Job Regional Compliance Manager at The Ayco Company, L.P., a Goldman Sachs Company
Industry Law Practice
Experience
The Ayco Company, L.P., a Goldman Sachs Company   July 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company   June 2010 - June 2013
Stockli Greene Slevin & Peters, LLP   October 2008 - April 2010
Kaye Scholer LLP  September 2006 - September 2008

Skills
Series 7, Estate Planning, Litigation, Strategic Financial..., Wealth Management, Private Equity, Legal Research, Mutual Funds, Investments, Securities, Financial Analysis

Education
Albany Law School of Union University   2003 — 2006

Villanova University   1999 — 2003
B.S., B.A., English and Education

University of Oxford   2002 — 2002

Rome Catholic High School

Laura Lutz Laura Lutz Greater New York City Area Details
Laura Lutz's The Ayco Company, L.P., a Goldman Sachs Company Experience November 1999 - November 2008
Job Administrative Support
Industry Consumer Services
Experience
Private Law Firm  February 2014 - Present
Superior Court of New Jersey - Bergen Vicinage   December 2013 - February 2014
Regis Corporation  June 2011 - February 2014
Ogilvy CommonHealth Worldwide  June 2010 - June 2011
NEMF  June 2009 - June 2010
The Ayco Company, L.P., a Goldman Sachs Company   November 1999 - November 2008

Skills
Retail, Project Management, Customer Service, Fashion, Event Planning, Marketing, Social Media Marketing, Public Relations, Social Networking, Leadership, Consulting, Business Process..., Product Management, Marketing Strategy, Business Strategy

Education
Fairleigh Dickinson University
Paralegal

Fairleigh Dickinson University
Entrepreneurship/Entrepreneurial Studies

Hair Design, Artistic Academy
Cosmetology

Morris County College

Michael Mongin Michael Mongin Orlando, Florida Area Details
Michael Mongin's The Ayco Company, L.P., a Goldman Sachs Company Experience April 1994 - November 2008
Job Executive advisor to exceptionally prosperous families protecting, investing and preserving generational wealth.
Industry Financial Services
Experience
GenSpring Family Offices  July 2015 - Present
SunTrust Private Wealth Management  December 2014 - July 2015
Wells Fargo  May 2010 - November 2014
Goldman Sachs  July 2003 - November 2008
The Ayco Company, L.P., a Goldman Sachs Company   April 1994 - November 2008

Skills
Relationship Management, High Net Worth..., Wealth Management, Wealth Management..., Strategic Financial..., Finance, Financial Services, Succession Planning, Estate Planning, Risk Management, Tax, Leadership, Marketing, Retirement Planning, Retirement, Financial Planners, Financial Planning, Financial Analysis, Strategy, Management, Employee Benefits, CRM, Portfolio Management, Management Consulting, Banking, Valuation, Mergers

Education
Albany Law School of Union University   1991 — 1994
Juris Doctor, Estate Planning and Tax

Hartwick College   1987 — 1991
B.A., Political Science, Business Management

Jason Felton Jason Felton Albany, New York Area Details
Jason Felton's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job .Net Architect / Team Lead
Industry Computer Software
Experience
The Ayco Company, L.P., a Goldman Sachs Company   September 2014 - Present
Garnet River  May 2013 - August 2014
East Point Systems, Inc.   February 2012 - March 2013
Informz  June 2010 - February 2012
Valogix   October 2009 - June 2010
Inferware   May 2009 - September 2009
The Walt Disney Company  April 2008 - May 2009
Channel Intelligence, Inc.   June 2007 - February 2008
InCharge   January 2006 - June 2007
The Pinnacle Companies  March 2005 - July 2005

Skills
C#, .NET, Agile Methodologies, Software Development, Architecture, ASP.NET MVC, ASP.NET Web API, AngularJS, REST, Service Stack, CoffeeScript, Web Applications, Web Services, JavaScript, SQL, Microsoft SQL Server, Visual Studio, WCF, SOA, Spring.Net, AOP, HTML, XML, ASP, TFS, LINQ

Education
Indian Hills Community College   1996 — 1998
Associate's degree, Computer Software Engineering

Kristin (Wernig) MacDonald Kristin (Wernig) MacDonald Albany, New York Area Details
Kristin (Wernig) MacDonald's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Vice President Counseling at The Ayco Company, L.P, A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
The Ayco Company, L.P.   August 2010 - Present
Colon Cancer Coalition - Get Your Rear in Gear  September 2009 - December 2014
Delta Sigma Pi  June 2008 - August 2011
Government Law Center at Albany Law School   December 2009 - May 2010
Albany Government Law Review   May 2009 - May 2010
Lavelle & Finn, LLP   May 2008 - May 2010
Chambers of Hon. E. Devine, Albany County Supreme Court   September 2008 - November 2008
Albany County Public Defender's Office   September 2006 - December 2006

Skills
Legal Research, Legal Writing, Estate Planning, Finance, Securities, Insurance, Westlaw, Tax, Trusts, Fundraising, Strategic Financial..., Investments

Education
Albany Law School of Union University   2007 — 2010
Juris Doctor, Law

Siena College   2003 — 2007
BS, Finance

American University of Paris   2005 — 2005
International Business

Sorbonne   2005 — 2005

Bonita Shepherd Bonita Shepherd Irvine, California Details
Bonita Shepherd's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2013 - Present
Job Assistant at The Ayco Company, L. P. A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., A Goldman Sachs Company   October 2013 - Present
National Creditors Connection Inc.  July 2011 - July 2013
Mon Amie Bridal Salon   February 2010 - July 2011
St. John Knits  June 2006 - November 2007
Centex Home Equity Corp.   September 2003 - October 2004
Conexant  June 1999 - June 2003
G & A Sales   January 1981 - January 2003
Canon USA  May 1998 - May 1999
Westec  August 1997 - May 1998
AST Computer  March 1995 - May 1997

Skills
Executive Administrative, Sales Operations, Public Relations, Legal Documents, Customer Service, Loan Origination, Human Resources, Computers, Word Processing, Microsoft Excel, Microsoft Office, Loss Mitigation, Data Entry, Loans

Education
Irvine Valley College   1996 — 2000
Business

El Camino College
Hawthorne High School, Business/Office Automation/Technology/Data Entry

Brian Janowsky Brian Janowsky New York, New York Details
Brian Janowsky's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2006 - August 2008
Job Attorney Trusts and Estates/Tax Department
Industry Law Practice
Experience
McLaughlin & Stern, LLP   June 2013 - Present
Meltzer, Lippe, Goldstein & Breitstone, LLP   June 2012 - June 2013
Bond, Schoeneck & King, PLLC   September 2008 - June 2012
Fifth District Pro Bono Action Now Program - SUNY Upstate and Crouse Hospital   November 2008 - May 2012
The Ayco Company, L.P., a Goldman Sachs Company   January 2006 - August 2008

Skills
Estate Planning, Trusts, Estate Tax Planning, Corporate Law, Tax, Litigation, Estate Administration, Legal Writing, Income Tax, Legal Assistance, High Net Worth..., Financial Planners, Legal Advice, Gift Tax, Tax Law, Appeals, Wills

Education
Albany Law School of Union University   2003 — 2006
JD, Law

University of Pittsburgh   1999 — 2003
BSBA, Organizational Management/MIS

Exeter   1996 — 1999

Brian Roberson Brian Roberson Dallas/Fort Worth Area Details
Brian Roberson's The Ayco Company, L.P., a Goldman Sachs Company Experience 1999 - 2001
Job at Towers Watson
Industry Financial Services
Experience
Towers Watson  2013 - Present
Texas Fence Experts & General Contractors   2012 - Present
Mercury Financial Group  2009 - 2011
JPMorgan Chase  2004 - 2008
The Ayco Company, L.P., a Goldman Sachs Company   1999 - 2001

Skills
Retirement, Insurance, Employee Benefits, Series 63, Retirement Planning, Financial Advisory, Mutual Funds, Life Insurance, Investments, Wealth Management, Series 7, Strategic Financial..., Asset Allocation, Customer Service, Strategic Planning, Sales, Team Building, Financial Services, Leadership, Financial Planning, Finance

Education
Baylor University
BA

The University of Dallas
MBA

Anne Weber Anne Weber Orlando, Florida Area Details
Anne Weber's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2005 - December 2007
Job Training and Development Specialist
Industry Professional Training & Coaching
Experience
Rotech Healthcare  September 2014 - Present
Self Employed  December 2011 - Present
Myriad Genetics  August 2012 - September 2013
The Ayco Company, L.P.   June 2002 - August 2012
The Ayco Company, L.P.   January 2008 - July 2011
The Ayco Company, L.P., a Goldman Sachs Company   January 2005 - December 2007

Skills
Coaching, Training, Account Management, Genetic Testing, Organizational..., DNA, Budget Monitoring, Talent Acquisition, Data Analysis, Finance, Financial Planners, Public Speaking

Education
Georgia State University   2008 — 2010
Master's degree, Organizational Development

University of South Carolina-Columbia   1999 — 2002
Bachelor of Business Administration (BBA), Finance, General

Brian Hughes Brian Hughes Albany, New York Area Details
Brian Hughes's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2014 - Present
Job Investment Professional at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 2014 - Present
NYS Environmental Facilities Corporation  October 2012 - March 2014
Swiss Re  December 2008 - March 2012
Swiss Re  July 2006 - December 2008
Swiss Re  1997 - July 2006
SS&C Technologies  1995 - March 1997

Skills
Fixed Income, Derivatives, Structured Products, Structured Finance, Trading, Reinsurance, Underwriting, Portfolio Management, MBS, ABS, CDS, Public Finance

Education
College of the Holy Cross
BA, Economics

New York University - Leonard N. Stern School of Business
MBA, Finance

Greg Auerbach Greg Auerbach Greater New York City Area Details
Greg Auerbach's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2008 - Present
Job Vice President Financial Counseling at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   October 2008 - Present

Education
Maurice A. Deane School of Law at Hofstra University
JD

Union College
BA

Sara Corbitt Sara Corbitt Dallas/Fort Worth Area Details
Sara Corbitt's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2014 - Present
Job Tax Associate at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2014 - Present
The Ayco Company, L.P.   November 2010 - Present
PricewaterhouseCoopers  October 2009 - November 2010

Education
Louisiana State University   2004 — 2009

John Seneta John Seneta Albany, New York Area Details
John Seneta's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2013 - Present
Job Systems Analyst / Musician
Industry Entertainment
Experience
The Ayco Company, L.P., a Goldman Sachs Company   November 2013 - Present
Forthlin Road Celtic Rock Band   February 2011 - Present
Glens Falls Music Academy   January 2008 - Present
Glens Fall Music Academy   2008 - Present
NY State Police  June 2011 - November 2013

Skills
Music, Guitar, Guitarist, Recording, Music Education, Music Production, Songwriting, Bass Guitar, Sound, Composition, Music Industry, Music Theory, Mastering, Drums, Piano, MIDI

Education
Rensselaer Polytechnic Institute

Berklee College of Music
Arranging & Composition

University at Albany
Bachelor of Arts (B.A.), Music Theory and Composition, 3.83

John M. Seneta Sr.

Sharon Holloway Sharon Holloway Dallas/Fort Worth Area Details
Sharon Holloway's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2003 - November 2008
Job Office Professional
Industry Computer & Network Security
Experience
The Ayco Company, L.P., a Goldman Sachs Company   November 2003 - November 2008
MedQuist  January 2002 - January 2003
Thompson Coburn LLP.  January 1999 - January 2002

Skills
Scanners, Outlook, Typing, PowerPoint, Excel, Word, Microsoft Office, Access, Lotus Notes, Customer Service, Windows 7, Publisher, 10 Key, PC Security, Computer Literacy, Microsoft Word, Medical Records, Administrative..., Microsoft Publisher, Data Entry, Microsoft Excel, Administrative...

Education
Brookhaven Community College   2011 — 2012
N/A, Computer Software, N/A

Louisiana Tech University   1973 — 1973
N/A, Business

Linda Paa Linda Paa Greater New York City Area Details
Linda Paa's The Ayco Company, L.P., a Goldman Sachs Company Experience March 1995 - Present
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 1995 - Present
Prudential Financial  1988 - March 1995

Skills
Strategic Planning, High Net Worth..., Employee Benefits, Mergers & Acquisitions, Management, Series 7, Accounting, Process Improvement, Strategy

Education
Bloomsburg University of Pennsylvania
BA, Accounting

Pace University - Lubin School of Business
MBA, Finance

James Stocker James Stocker Greater St. Louis Area Details
James Stocker's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2012 - November 2012
Job IT Specialist at CompuCom
Industry Computer & Network Security
Experience
CompuCom  January 2014 - Present
Missouri Botanical Garden  September 2013 - Present
CompuCom  January 2012 - Present
Bank of America  January 2013 - July 2013
The Ayco Company, L.P., a Goldman Sachs Company   August 2012 - November 2012
The New York Racing Association  July 2012 - September 2012
Tech Help Express   January 2002 - May 2012
Tech Help Express DBA Tech Help Now   January 2002 - May 2012
Best Buy  January 2006 - January 2008

Skills
Computer Hardware, Technical Support, Security, Computer Security, Network Security, Troubleshooting, Windows XP

Education
Eastern Kentucky University   2008 — 2013
Bachelor's Of Science and Technology, General Studies

Lysa McMahon Lysa McMahon Albany, New York Area Details
Lysa McMahon's The Ayco Company, L.P., a Goldman Sachs Company Experience May 1997 - May 2009
Job Senior Vice President Client Operations at Bender Lane Advisory, LLC
Industry Financial Services
Experience
Bender Lane Advisory, LLC   May 2009 - Present
The Ayco Company, L.P.   May 1997 - May 2009
The Ayco Company, L.P., A Goldman Sachs Company   May 1997 - May 2009

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1995 — 1997
MBA, Marketing

Union College   1991 — 1995
BS, Applied Mathematics

Kristen Cahill Kristen Cahill New York, New York Details
Kristen Cahill's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - Present
Job Associate 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
Lee Munder Capital Group, LLC   June 2009 - July 2012
The Boston Consulting Group  August 2008 - February 2009
Boston College  September 2007 - December 2007
Boston College  June 2006 - September 2007
Boston College  January 2007 - May 2007
Boston College  September 2006 - May 2007

Skills
Data Analysis, Social Media, Marketing, Research, Event Planning, Strategy, Management, Training, Leadership, Time Management, Recruiting, Teamwork, Analysis, Financial Analysis, Business Development, Financial Modeling, Public Speaking

Education
University of Notre Dame - Mendoza College of Business   2012 — 2014
MBA, Corporate Finance

Boston College   2004 — 2008
Bachelor of Science, Marketing

Todd Silaika Todd Silaika Albany, New York Area Details
Todd Silaika's The Ayco Company, L.P., a Goldman Sachs Company Experience January 1996 - July 2006
Job CFP®, Managing Director Investments, Wealth Management Advisor, Portfolio Manager PIA Program
Industry Financial Services
Experience
Merrill Lynch  2006 - Present
The Ayco Company, L.P., a Goldman Sachs Company   January 1996 - July 2006

Skills
Investments, Portfolio Management, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Mutual Funds, Series 63, Alternative Investments, Strategic Financial..., Asset Management

Education
State University of New York at Albany   1990 — 1992
Bachelor's Degree, Finance, General

Hudson Valley Community College   1988 — 1990
Associate of Science (A.S.), International Business

Niskayuna High School   1984 — 1988

Joanne Liao Joanne Liao Irvine, California Details
Joanne Liao's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2001 - Present
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   September 2001 - Present

Skills
Series 7, Investments, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Income, Equities, Asset Management, Strategic Financial..., Alternative Investments

Education
Loyola Law School, Loyola Marymount University   1998 — 2001
Juris Doctor

University of California, Santa Barbara   1995 — 1998
Bachelor of Arts (BA)

Jonathan Fortin Jonathan Fortin Greater Atlanta Area Details
Jonathan Fortin's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2010 - February 2014
Job Tax Manager at Deloitte
Industry Financial Services
Experience
Deloitte  November 2014 - Present
FirsTrust, LLC   February 2014 - October 2014
The Ayco Company, L.P., a Goldman Sachs Company   March 2010 - February 2014
SunTrust Bank  March 2008 - March 2010
Wachovia Wealth Management  January 2003 - March 2008
Banknorth Investment Management Group   August 2000 - December 2002

Skills
Strategic Financial..., Tax Law, Retirement Planning, Investments, Investment Advisory, Estate Planning, Estate Tax Planning, Life Insurance, Compensation & Benefit, Portfolio Management, Wealth, Wealth Management..., Financial Planning

Education
Western New England College School of Law   1994 — 1997
Juris Doctorate, Cum Laude

Middlebury College   1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government

Thea Marlinga Thea Marlinga Greater Chicago Area Details
Thea Marlinga's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2007 - Present
Job Regional Operations Manager
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company  July 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   August 2007 - Present
Jazzercise  February 1999 - December 2011
Advanced Targeting Systems  October 2003 - October 2005
HandyWorks, LLC   October 1999 - February 2000
Mariner Health Care  May 1995 - October 1999

Skills
Microsoft Office 2007, Office Management, Purchasing, Biotechnology, Medical Supplies, Furniture, Outlook, Customer Service, Microsoft Office, PowerPoint, Excel, Inventory Management, Word, Customer Relations, Budgeting, Event Planning, Promotions, Event Management, Public Speaking, Administration, Writing, Supervisory Skills, Budgets, Microsoft Excel, Microsoft Word, Asset Allocation, Analysis, Coaching, Leadership, Lotus Notes, Management, Marketing, Medical Equipment, Process Improvement, Project Management, Public Relations, Risk Management, Strategic Planning, System Administration, Team Building, Training

Education
University of Connecticut   1981 — 1985
B.A., French

Lake Forest Graduate School of Management
MBA

Jonathan Mainella Jonathan Mainella Greater Boston Area Details
Jonathan Mainella's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2007 - August 2007
Job Regional Sales Executive at Concur
Industry Information Technology and Services
Experience
Concur  October 2013 - Present
Sophos  May 2012 - October 2013
EMC  October 2010 - April 2012
EMC  March 2010 - September 2010
Credit Suisse  May 2008 - August 2008
The Ayco Company, L.P., a Goldman Sachs Company   June 2007 - August 2007

Skills
Salesforce.com, Account Reconciliation, Management, SaaS, Sales, Closing Contracts, Solution Selling, Cold Calling, Channel, Cloud Computing, Security, Finance, Channel Sales, Enterprise Software, Storage, Selling, Account Management, Information Security, Direct Sales, Channel Account..., Channel Partners, Internet Security, Sales Process, Sales Operations

Education
Bentley University   2005 — 2009
Bachelor of Science, Finance (Major), Management (Minor)

Mukund Sudarshan Mukund Sudarshan Ithaca, New York Area Details
Mukund Sudarshan's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - August 2014
Job
Industry Higher Education
Experience
Goldman Sachs  May 2015 - August 2015
The Ayco Company, L.P., a Goldman Sachs Company   June 2014 - August 2014
Biorobotics and Locomotion Lab   January 2014 - May 2014
Indian Institute of Management, Bangalore  2012 - 2013

Skills
Social Entrepreneurship, Entrepreneurship, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Matlab, C, Trilingual, Research, Microsoft Office, Economics, Python, Java

Education
Cornell University   2013 — 2017
Bachelor's Degree

Mallya Aditi International School   2009 — 2013
Diploma with Distinction

Richard Martino Richard Martino Albany, New York Area Details
Richard Martino's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2007 - June 2012
Job Vice President at The Ayco Company/Goldman Sachs
Industry Financial Services
Experience
The Ayco Company/Goldman Sachs   July 2012 - Present
The Ayco Company, L.P., a Goldman Sachs company   November 2007 - June 2012
The Ayco Company, L.P., a Goldman Sachs company   1997 - 2007

Skills
High Net Worth..., Wealth Management, Estate Planning, Tax, Insurance, Employee Benefits, Cash Flow Forecasting, Saving for Education, Mutual Funds, Asset Management, Asset Allocation

Education
Albany Law School of Union University   1994 — 1997
LLM

Jacob Liscom Jacob Liscom Phoenix, Arizona Area Details
Jacob Liscom's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2013 - March 2014
Job Consultant at Slalom Consulting
Industry Information Technology and Services
Experience
Slalom Consulting  April 2015 - Present
Forever Living  March 2014 - April 2015
Goldman Sachs  February 2013 - March 2014
The Ayco Company, L.P., a Goldman Sachs Company   February 2013 - March 2014
Automated Dynamics  May 2009 - January 2014
FunWorks   November 2007 - February 2009

Skills
SQL, Microsoft SQL Server, Software Development, Cloud Computing, Java, Operating Systems, C#, JavaScript, AngularJS, HTML5, CSS, Virtualization, Docker, Active Directory, Microsoft Office, Business Intelligence, Amazon Web Services..., Business Analysis, Windows Server, VMware, Windows 7, Team Leadership, System Administration, Technical Support, Computer Hardware, SharePoint, PHP, WPF, SSIS, Microsoft Exchange, Disaster Recovery, Entity Framework, SSRS, REST, jQuery

Education
Hudson Valley Community College
Associates, Computer Information Systems, Program GPA 3.95

State University of New York at Albany
BA, Computer Science, GPA 3.83

Cody Weik Cody Weik Raleigh, North Carolina Details
Cody Weik's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2013 - March 2015
Job Regional Associate for Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds  April 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   August 2013 - March 2015
Clough Harbour & Associates  June 2013 - August 2013
Union College  August 2012 - March 2013
Cintas Corporation  January 2012 - July 2012
ADP  September 2011 - January 2012
University Directories  May 2011 - November 2011
IndianaUniversity   May 2008 - June 2010

Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Coaching, Social Media, Data Analysis, Research, Sales, Management, Public Speaking

Education
Union Graduate College   2012 — 2014
Master of Business Administration (MBA), Finance, Current GPA 3.7

Indiana University Bloomington   2007 — 2011
Bachelors Degree, Management

Elliott Thron Elliott Thron Greater Chicago Area Details
Elliott Thron's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2013 - Present
Job Senior Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   August 2013 - Present
Hildebrand Law Firm, LLC   February 2012 - December 2012
Kuhn Heap & Monson   May 2011 - August 2011
Vanee Foods Company  May 2009 - December 2010

Education
Marquette University Law School   2010 — 2013
J.D.

University of Illinois at Urbana-Champaign   2006 — 2010
B.S., Finance, Cum Laude

Benet Academy High School   2002 — 2006
General Studies

David Fratto David Fratto Greater Atlanta Area Details
David Fratto's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2010 - January 2011
Job
Industry Airlines/Aviation
Experience
Revenue Analytics, Inc.   May 2012 - August 2012
EVE Partners LLC   March 2011 - September 2011
The Ayco Company, L.P., A Goldman Sachs Company   June 2010 - January 2011

Education
Emory University - Goizueta Business School   2009 — 2013
BBA

Cass Business School

Cymphoni Laster Cymphoni Laster Greater Atlanta Area Details
Cymphoni Laster's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - Present
Job Assistant at The Ayco Company, L.P., a Goldman Sachs Company
Industry Apparel & Fashion
Experience
The Ayco Company, L.P., a Goldman Sachs Company   August 2014 - Present
Georgia State University  May 2011 - May 2014
Abbey Glass   January 2013 - September 2013
Uniform Advantage  May 2010 - May 2011
Cinderella's Closet  November 2009 - May 2010

Skills
Sewing, Event Planning, PowerPoint, Fashion, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Research, Time Management, Photoshop, Visual Merchandising, Data Entry, Phone Etiquette, Facebook, Fashion Design, Social Media, Fashion Shows, Apparel, Blogging, InDesign

Education
Georgia State University   2009 — 2014
BFA, Textiles

Parkview High School   2007 — 2009

Monica Green Monica Green Greater New York City Area Details
Monica Green's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2002 - December 2003
Job Administrative Assistant at Towers Watson
Industry Financial Services
Experience
Towers Watson  July 2010 - Present
Selective Insurance Company of America  August 2007 - June 2010
Aon Hewitt  December 2003 - August 2007
The Ayco Company, L.P., a Goldman Sachs Company   July 2002 - December 2003
Aon Hewitt  April 1998 - April 2002
Wellspring Resources  July 1996 - February 1998
Buck Consultants at Xerox  February 1994 - July 1996

Skills
Employee Benefits, Benefits Administration, Performance Management, Human Resources, Employee Engagement, Change Management, Insurance, Talent Management, Administrative..., Customer Service

Education
Katharine Gibbs School   1992 — 1994
Associate in Applied Science in Secretarial Arts

James Kivlen James Kivlen Albany, New York Area Details
James Kivlen's The Ayco Company, L.P., a Goldman Sachs Company Experience April 2013 - May 2014
Job Education Specialist at New York State Education Department
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company   April 2013 - May 2014
New York State Education Department  June 2009 - February 2013

Education
State University of New York at Albany   2013 — 2014
Master's degree, Taxation

University at Albany, State University of New York   2012 — 2013
Bachelors Degree, Accounting

Hudson Valley Community College   2010 — 2011
Associates in Science, Business Administration

Rensselaer Polytechnic Institute   2009 — 2009
Mechanical Engineering

Deborah Loncto Deborah Loncto Slingerlands, New York Details
Deborah Loncto's The Ayco Company, L.P., a Goldman Sachs Company 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

Lisa Lorentzen Lisa Lorentzen Vashon, Washington Details
Lisa Lorentzen's The Ayco Company, L.P., a Goldman Sachs Company Experience April 1997 - June 2000
Job Director
Industry Education Management
Experience
Self-employed  May 2011 - April 2014
Quellos Group, LLC  June 2000 - June 2002
The Ayco Company, L.P., a Goldman Sachs Company   April 1997 - June 2000
Koll Real Estate Services   May 1996 - April 1997

Skills
Financial Planning, Income Tax, Organizational...

Education
California State University-Long Beach
Bachelor's degree, Accounting and Business/Management

Denis Lukashkov Denis Lukashkov Mamaroneck, New York Details
Denis Lukashkov's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2013 - Present
Job Investment Services Intern at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., A Goldman Sachs Company   May 2013 - Present
University at Albany School of Business Investment Group  October 2012 - Present

Skills
Financial Modeling, Investments, Portfolio Management, Equities, Mutual Funds, Management, Data Analysis, Bloomberg, Research, Financial Analysis

Education
Cornell University   2013 — 2015
Bachelor of Science (B.S.), Applied Economics and Management

University at Albany   2011 — 2013

Joe Amicone Joe Amicone Saratoga Springs, New York Details
Joe Amicone's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2013 - Present
Job The Ayco Company LP
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   February 2013 - Present
Greenlight Energy Group   September 2012 - February 2013
Harris Beach PLLC  January 2008 - August 2012

Education
Albany Law School of Union University
Doctor of Law (J.D.)

Fordham University
Master of Arts (MA)

Le Moyne College
Bachelor of Arts (BA)

Josh Duell Josh Duell Albany, New York Area Details
Josh Duell's The Ayco Company, L.P., a Goldman Sachs Company Experience
Job Associate at The Ayco Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company  

Skills
Real Estate, Contract Negotiation, Litigation, Social Media, Legal Writing, Customer Service, Strategic Planning

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

Siena College   2007 — 2009
Bachelor of Arts (B.A.), History

Mathew Cubell Mathew Cubell Albany, New York Area Details
Mathew Cubell's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2014 - Present
Job Systems Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   September 2013 - March 2014
Lowe's Home Improvement  June 2007 - September 2013

Skills
CCNA..., Windows Server, Customer Satisfaction, Windows 7, Active Directory, Customer Service, Networking, Microsoft Office, Merchandising, Troubleshooting, Leadership, Time Management, Computer Hardware, Integration, PowerPoint, Network Administration, Disaster Recovery, Security

Education
Colorado Technical University   2012 — 2015
Bachelor of Science (BS), Networking, and LAN/WAN Management

Wake Technical Community College   2008 — 2010
Associate of Arts (A.A.), General Studies

Adam Geraty Adam Geraty Albany, New York Area Details
Adam Geraty's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2014 - Present
Job Life Insurance Marketing Analyst at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   December 2014 - Present
State Farm  August 2013 - November 2014

Skills
Economics, Applied Mathematics, Econometrics, Financial Analysis, Regression Analysis, Sales, Forecasting, Data Analysis, Databases, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Property & Casualty..., Life Insurance, Health Insurance, Financial Services, Risk Management, Finance, R

Education
State University of New York at Binghamton
Bachelor of Science (B.S.), Financial Economics

Andrew Brochu Andrew Brochu Latham, New York Details
Andrew Brochu's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2013 - August 2013
Job Student at Bentley University
Industry
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 2013 - August 2013
Colonial Plumbing and Heating Supply   June 2012 - March 2013

Education
Bentley University   2013 — 2015
Sustainability Sciences

Siena College   2012 — 2013

Dan Roorda Dan Roorda Latham, New York Details
Dan Roorda's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2007 - August 2008
Job CAD Draftsman at PVA
Industry Electrical/Electronic Manufacturing
Experience
PVA  July 2009 - Present
The Ayco Company, L.P., a Goldman Sachs Company   October 2007 - August 2008
Tioga County Dept of Social Services   November 2005 - August 2007

Skills
AutoCAD, Solidworks, PTC Pro/Engineer, Microsoft Office, SolidWorks

Education
Hudson Valley Community College   2008 — 2009
CAD Certificate

Houghton College   2000 — 2004
Political Science and History

Barbara Garry Barbara Garry Saratoga Springs, New York Details
Barbara Garry's The Ayco Company, L.P., a Goldman Sachs Company Experience October 1998 - April 2003
Job Staff Accountant at Reinhart & Associates, LLC
Industry Accounting
Experience
Reinhart & Associates, LLC   February 2013 - Present
Independent Family Office, LLC   December 2009 - October 2013
The Ayco Company, L.P., a Goldman Sachs Company   October 1998 - April 2003
Morgan Stanley  March 1994 - September 1998

Education
Pace University - Lubin School of Business   1993 — 1996
Master's degree, Taxation

Le Moyne College   1987 — 1991
Bachelor of Science, Accounting

Maria Marks Maria Marks Orange County, California Area Details
Maria Marks's The Ayco Company, L.P., a Goldman Sachs Company Experience 2008 - Present
Job Regional Compliance Officer at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   2008 - Present

Education
Marquette University   1974 — 1979
Bachelor of Science (B.S.), Speech-Language Pathology

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