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
Edward Dobernig Edward Dobernig's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2014 - June 2014
Job Financial Analyst at Trical, Inc.
Industry Financial Services
Experience
Trical, Inc. September 2014 - Present
JDS Energy and Mining May 2014 - September 2014
The Ayco Company, L.P., a Goldman Sachs Company February 2014 - June 2014
Lake Forest College January 2011 - February 2014
The Henley Group Ltd March 2013 - June 2013
Thomson Reuters May 2012 - August 2012
NFL Alumni Association January 2011 - June 2012
North Shore Mobil Incorporated June 2011 - January 2012
Vector Marketing December 2010 - June 2011
Skills
Analysis, Sales, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Research, Leadership, Public Speaking, Market Research, Teamwork, Event Planning, Microsoft Word, Coaching, Social Media, Sports, Athletics, Financial Analysis, Fundraising, Finance, Training, Time Management, Customer Service, System Administration, Social Media Marketing, Editing, Outlook, Economics, Statistics, Public Relations, Budgets, Entrepreneurship, Qualitative Research, Investments, Sage ERP 500, Microsoft SQL Server, QuickBooks
Education
Lake Forest College 2010 — 2014
Bachelor's Degree, Major in Finance and Minor in International Relations
Syracuse University 2013 — 2013
Syracuse University Study Abroad Program - Hong Kong, Curriculum- International Finance, Economics o
Trical, Inc. September 2014 - Present
JDS Energy and Mining May 2014 - September 2014
The Ayco Company, L.P., a Goldman Sachs Company February 2014 - June 2014
Lake Forest College January 2011 - February 2014
The Henley Group Ltd March 2013 - June 2013
Thomson Reuters May 2012 - August 2012
NFL Alumni Association January 2011 - June 2012
North Shore Mobil Incorporated June 2011 - January 2012
Vector Marketing December 2010 - June 2011
Skills
Analysis, Sales, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Research, Leadership, Public Speaking, Market Research, Teamwork, Event Planning, Microsoft Word, Coaching, Social Media, Sports, Athletics, Financial Analysis, Fundraising, Finance, Training, Time Management, Customer Service, System Administration, Social Media Marketing, Editing, Outlook, Economics, Statistics, Public Relations, Budgets, Entrepreneurship, Qualitative Research, Investments, Sage ERP 500, Microsoft SQL Server, QuickBooks
Education
Lake Forest College 2010 — 2014
Bachelor's Degree, Major in Finance and Minor in International Relations
Syracuse University 2013 — 2013
Syracuse University Study Abroad Program - Hong Kong, Curriculum- International Finance, Economics o
Joe Pennell Joe Pennell's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2014 - Present
Job Senior Systems Analyst
Industry Information Technology and Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
Disabled American Veterans, NY Chapter 158 Marcelle-Nolan June 2014 - Present
IBM July 2000 - March 2014
IBM March 1999 - July 2000
US Army - Task Force 160 1985 - 1986
Skills
Website Development, Enterprise Architecture, IT Strategy, IT Outsourcing, Disaster Recovery, Architectures, IT Architecture, Microsoft Office, Microsoft Excel, Microsoft Word, Component Failure..., ITIL, IBM pSeries, X86 Virtualization, VMware Infrastructure, IBM Servers, Data Center, IT Infrastructure Design, Architecture, VMware, Integration, Unix, Enterprise Software, Requirements Analysis, Infrastructure, High Availability, Virtualization
Education
Rochester Institute of Technology 1988 — 1991
Bachelor of Science (B.S.), Computer Engineering Technology
Scotia-Glenville High School 1978 — 1982
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
Disabled American Veterans, NY Chapter 158 Marcelle-Nolan June 2014 - Present
IBM July 2000 - March 2014
IBM March 1999 - July 2000
US Army - Task Force 160 1985 - 1986
Skills
Website Development, Enterprise Architecture, IT Strategy, IT Outsourcing, Disaster Recovery, Architectures, IT Architecture, Microsoft Office, Microsoft Excel, Microsoft Word, Component Failure..., ITIL, IBM pSeries, X86 Virtualization, VMware Infrastructure, IBM Servers, Data Center, IT Infrastructure Design, Architecture, VMware, Integration, Unix, Enterprise Software, Requirements Analysis, Infrastructure, High Availability, Virtualization
Education
Rochester Institute of Technology 1988 — 1991
Bachelor of Science (B.S.), Computer Engineering Technology
Scotia-Glenville High School 1978 — 1982
Jacob Burby Jacob Burby's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2014 - Present
Job Sr. Administrator at The Ayco Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company November 2014 - Present
Sherwin Williams July 2014 - Present
Northwestern Mutual May 2013 - July 2013
The New York Racing Association June 2012 - August 2012
Skills
PowerPoint, Disability Insurance, Microsoft Excel, Marketing, Financial Analysis, Microsoft Office, Social Networking, Leadership, Insurance, Sales, Event Planning, Microsoft Word, Public Speaking, Customer Service, Outlook, Time Management, Salesforce.com
Education
SUNY Oswego 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Adirondack Community College 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Ayco Company, L.P., a Goldman Sachs Company November 2014 - Present
Sherwin Williams July 2014 - Present
Northwestern Mutual May 2013 - July 2013
The New York Racing Association June 2012 - August 2012
Skills
PowerPoint, Disability Insurance, Microsoft Excel, Marketing, Financial Analysis, Microsoft Office, Social Networking, Leadership, Insurance, Sales, Event Planning, Microsoft Word, Public Speaking, Customer Service, Outlook, Time Management, Salesforce.com
Education
SUNY Oswego 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Adirondack Community College 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brianna (Widrick) Ritz Brianna (Widrick) Ritz's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2010 - Present
Job Vice President of Financial Counseling at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., A Goldman Sachs Company February 2010 - Present
Skills
Series 7, Series 66, Pennsylvania Bar..., Western District..., PA Life and Fixed..., Retirement Planning, Investment Management, Employee Benefits, Income Tax, Tax Preparation, Investment Strategies, Estate Tax Planning, Life Insurance, Property & Casualty..., Real Estate Transactions
Education
University of Pittsburgh School of Law 2007 — 2010
Juris Doctor (J.D)
Syracuse University - Martin J. Whitman School of Management 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
The Ayco Company, L.P., A Goldman Sachs Company February 2010 - Present
Skills
Series 7, Series 66, Pennsylvania Bar..., Western District..., PA Life and Fixed..., Retirement Planning, Investment Management, Employee Benefits, Income Tax, Tax Preparation, Investment Strategies, Estate Tax Planning, Life Insurance, Property & Casualty..., Real Estate Transactions
Education
University of Pittsburgh School of Law 2007 — 2010
Juris Doctor (J.D)
Syracuse University - Martin J. Whitman School of Management 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Meghan A. McLain Meghan A. McLain's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - Present
Job Quality (General Counsel) at The Ayco Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company September 2015 - Present
Ayco, a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company November 2013 - November 2014
The Ayco Company, L.P., a Goldman Sachs Company November 2012 - November 2013
The Ayco Company, L.P., a Goldman Sachs Company May 2011 - November 2012
Vincelette Law Firm January 2010 - May 2011
Fairbanks Fletcher PLLC November 2008 - May 2010
Griffin, Marsicovetere and Wilkes September 2007 - December 2007
New York State Office of the Attorney General, Environmental Protection Bureau January 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Insurance, Strategic Planning, Capital Markets, PowerPoint, Legal Research, Legal Writing, Business Planning, Public Speaking, Series 7, Series 66, Research
Education
Vermont Law School 2006 — 2008
JD
Western New England College School of Law 2005 — 2006
Siena College 2001 — 2005
BA, Political Science and Spanish
High School 1997 — 2001
Ayco, a Goldman Sachs Company September 2015 - Present
Ayco, a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company November 2013 - November 2014
The Ayco Company, L.P., a Goldman Sachs Company November 2012 - November 2013
The Ayco Company, L.P., a Goldman Sachs Company May 2011 - November 2012
Vincelette Law Firm January 2010 - May 2011
Fairbanks Fletcher PLLC November 2008 - May 2010
Griffin, Marsicovetere and Wilkes September 2007 - December 2007
New York State Office of the Attorney General, Environmental Protection Bureau January 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Insurance, Strategic Planning, Capital Markets, PowerPoint, Legal Research, Legal Writing, Business Planning, Public Speaking, Series 7, Series 66, Research
Education
Vermont Law School 2006 — 2008
JD
Western New England College School of Law 2005 — 2006
Siena College 2001 — 2005
BA, Political Science and Spanish
High School 1997 — 2001
Jalon Scott Jalon Scott's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - April 2015
Job Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Market Research
Experience
Liberation, LLC April 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - April 2015
Trustco Bank December 2013 - August 2014
Skills
Debt Elimination, Debt Management, Finance, Leadership, Business Strategy, Motivational Speaking, NYS Notary Public, Strategic Planning, Cash Flow, Asset Allocation, Healthcare, Marketing Communications, Public Speaking, Budgeting, Credit Scoring, Time Management, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Teamwork, Business Analytics, Market Research, PowerPoint, Marketing, Microsoft Office
Education
Susquehanna University 2009 — 2013
Bachelor's Degree, Business Administration
Liberation, LLC April 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - April 2015
Trustco Bank December 2013 - August 2014
Skills
Debt Elimination, Debt Management, Finance, Leadership, Business Strategy, Motivational Speaking, NYS Notary Public, Strategic Planning, Cash Flow, Asset Allocation, Healthcare, Marketing Communications, Public Speaking, Budgeting, Credit Scoring, Time Management, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Teamwork, Business Analytics, Market Research, PowerPoint, Marketing, Microsoft Office
Education
Susquehanna University 2009 — 2013
Bachelor's Degree, Business Administration
Scott Huband, CFP's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2009 - July 2010
Job Senior Wealth Advisor at Wealth TEAMS Solutions
Industry Financial Services
Experience
Wealth TEAMS Solutions September 2015 - Present
RBC Wealth Management February 2014 - September 2015
Morgan Stanley Wealth Management July 2010 - January 2014
The Ayco Company, L.P., a Goldman Sachs Company August 2009 - July 2010
Family Office Services, Inc. June 2007 - July 2009
Skills
Event Planning, Financial Planners, Income Tax, Marketing, Marketing Strategy, Microsoft Office, Project Planning, Public Speaking, Retirement, Customer Service, Management, Social Media, Team Building, Wealth Management...
Education
San Diego State University-California State University 2006 — 2008
B.S. Degree in Business Administration with a Major in Financial Services, Financial Services
Wheaton College
Wealth TEAMS Solutions September 2015 - Present
RBC Wealth Management February 2014 - September 2015
Morgan Stanley Wealth Management July 2010 - January 2014
The Ayco Company, L.P., a Goldman Sachs Company August 2009 - July 2010
Family Office Services, Inc. June 2007 - July 2009
Skills
Event Planning, Financial Planners, Income Tax, Marketing, Marketing Strategy, Microsoft Office, Project Planning, Public Speaking, Retirement, Customer Service, Management, Social Media, Team Building, Wealth Management...
Education
San Diego State University-California State University 2006 — 2008
B.S. Degree in Business Administration with a Major in Financial Services, Financial Services
Wheaton College
Dennis Galvin Dennis Galvin's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2013 - February 2014
Job Senior Financial Analyst at Black Coral Financial Advisors, LLC
Industry Financial Services
Experience
Black Coral Financial Advisors, LLC March 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - February 2014
AXA Advisors June 2012 - February 2013
State street May 2011 - August 2011
Engineering solutions and products inc. June 2004 - June 2009
Education
Rutgers 2008 — 2012
Bachelor's Degree, Accounting, 3.724
Rutgers University-New Brunswick
Black Coral Financial Advisors, LLC March 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - February 2014
AXA Advisors June 2012 - February 2013
State street May 2011 - August 2011
Engineering solutions and products inc. June 2004 - June 2009
Education
Rutgers 2008 — 2012
Bachelor's Degree, Accounting, 3.724
Rutgers University-New Brunswick
Robert Holdcroft Robert Holdcroft's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2013 - 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 2013 - Present
BNY Mellon December 2012 - Present
Robert Morris University August 2008 - December 2012
Legend Financial Advisors, Inc. May 2010 - July 2012
Skills
Strategic Financial..., Finance, Microsoft Excel, PowerPoint, Financial Analysis, Access, Microsoft Office, Microsoft Word, Time Management, Customer Service, Financial Reporting, Analysis
Education
Robert Morris University 2008 — 2012
BSBA, Finance
Robert Morris University 2008 — 2012
Bachelor of Science, Business Administration; Finance
The Ayco Company, L.P., a Goldman Sachs Company January 2013 - Present
BNY Mellon December 2012 - Present
Robert Morris University August 2008 - December 2012
Legend Financial Advisors, Inc. May 2010 - July 2012
Skills
Strategic Financial..., Finance, Microsoft Excel, PowerPoint, Financial Analysis, Access, Microsoft Office, Microsoft Word, Time Management, Customer Service, Financial Reporting, Analysis
Education
Robert Morris University 2008 — 2012
BSBA, Finance
Robert Morris University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Alyssa Dalrymple Alyssa Dalrymple's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2015 - Present
Job Corporate Development Group Intern at The Ayco Company, L.P., a Goldman Sachs Company
Industry Marketing and Advertising
Experience
The Ayco Company, L.P., a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - April 2015
Research & Marketing Strategies, Inc. June 2013 - August 2013
Hannaford Bros. Co. August 2008 - January 2013
Skills
Time Management, Social Networking, Customer Service, Teamwork, Management, Leadership, Blogging, Microsoft Office, Public Speaking, CRM, Social Media, Enthusiasm to learn, Economics, Communication, Organizational Behavior, Foresight, Problem Solving, Marketing Communications, Project Planning, Efficiency, SharePoint, Microsoft Word, PowerPoint
Education
Union Graduate College 2014 — 2015
Master of Business Administration (M.B.A.)
State University of New York College at Oswego 2010 — 2014
Bachelor of Science (B.S.), Marketing, 3.94
The Ayco Company, L.P., a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - April 2015
Research & Marketing Strategies, Inc. June 2013 - August 2013
Hannaford Bros. Co. August 2008 - January 2013
Skills
Time Management, Social Networking, Customer Service, Teamwork, Management, Leadership, Blogging, Microsoft Office, Public Speaking, CRM, Social Media, Enthusiasm to learn, Economics, Communication, Organizational Behavior, Foresight, Problem Solving, Marketing Communications, Project Planning, Efficiency, SharePoint, Microsoft Word, PowerPoint
Education
Union Graduate College 2014 — 2015
Master of Business Administration (M.B.A.)
State University of New York College at Oswego 2010 — 2014
Bachelor of Science (B.S.), Marketing, 3.94
Lindsey Adrian's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2012 - August 2012
Job ASA V Medical Records
Industry Education Management
Experience
Albany Medical Center December 2014 - Present
Daycare May 2014 - December 2014
Oswego YMCA January 2014 - May 2014
SUNY Oswego Human Development August 2013 - May 2014
State University of New York at Oswego August 2010 - May 2014
Bishop's Commons Assisted Living Facility August 2013 - December 2013
Prestige Motor Car Co. May 2013 - August 2013
SUNY Oswego Counseling Center August 2012 - May 2013
The Ayco Company, L.P., a Goldman Sachs Company May 2012 - August 2012
Calvary Methodist church July 2007 - August 2010
Skills
Childcare, Healthcare, Program Development, Public Speaking, Coordinating Events, Community Outreach, Mental Health, Event Planning, Animal Behavior, Animal Welfare, Volunteer Management, Student Engagement
Education
State University of New York College at Oswego 2010 — 2014
BA, Human Development
State University of New York College at Oswego 2010 — 2014
Bachelor of Arts (B.A.), Human Development
Albany Medical Center December 2014 - Present
Daycare May 2014 - December 2014
Oswego YMCA January 2014 - May 2014
SUNY Oswego Human Development August 2013 - May 2014
State University of New York at Oswego August 2010 - May 2014
Bishop's Commons Assisted Living Facility August 2013 - December 2013
Prestige Motor Car Co. May 2013 - August 2013
SUNY Oswego Counseling Center August 2012 - May 2013
The Ayco Company, L.P., a Goldman Sachs Company May 2012 - August 2012
Calvary Methodist church July 2007 - August 2010
Skills
Childcare, Healthcare, Program Development, Public Speaking, Coordinating Events, Community Outreach, Mental Health, Event Planning, Animal Behavior, Animal Welfare, Volunteer Management, Student Engagement
Education
State University of New York College at Oswego 2010 — 2014
BA, Human Development
State University of New York College at Oswego 2010 — 2014
Bachelor of Arts (B.A.), Human Development
Patrick Russo Patrick Russo's The Ayco Company, L.P., a Goldman Sachs Company Experience April 2014 - Present
Job Financial Professional experienced in investment and asset allocation analysis, and brokerage operations.
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company April 2014 - Present
GFA Wealth Design November 2012 - August 2013
AFG February 2011 - November 2012
National Bank of Scotia November 2009 - December 2010
Chopper Supermarkets May 2004 - April 2006
Skills
Microsoft Excel, PowerPoint, Mutual Funds, Management, Customer Service, Microsoft Word, Financial Statement..., Lotus Notes, Security Analysis, Morningstar Office, Bloomberg Terminal, Junxure, Stock Market Analysis, Financial Market..., Asset Allocation, Team-oriented, Morningstar, Problem Solving, Self-starter, Financial Accounting, Bookkeeping, Living Balance Sheet, FINRA, Securities, Equity Research, Equities, Client Relations Skills, Opening New Accounts, Account Management
Education
Siena College 2007 — 2009
Bachelor of Science, Finance
SUNY SCCC 2005 — 2007
Associate, Business Administration
The Ayco Company, L.P., a Goldman Sachs Company April 2014 - Present
GFA Wealth Design November 2012 - August 2013
AFG February 2011 - November 2012
National Bank of Scotia November 2009 - December 2010
Chopper Supermarkets May 2004 - April 2006
Skills
Microsoft Excel, PowerPoint, Mutual Funds, Management, Customer Service, Microsoft Word, Financial Statement..., Lotus Notes, Security Analysis, Morningstar Office, Bloomberg Terminal, Junxure, Stock Market Analysis, Financial Market..., Asset Allocation, Team-oriented, Morningstar, Problem Solving, Self-starter, Financial Accounting, Bookkeeping, Living Balance Sheet, FINRA, Securities, Equity Research, Equities, Client Relations Skills, Opening New Accounts, Account Management
Education
Siena College 2007 — 2009
Bachelor of Science, Finance
SUNY SCCC 2005 — 2007
Associate, Business Administration
Jarid Colucci Jarid Colucci's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2009 - October 2011
Job Alternative Investments & Manager Selection at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs January 2013 - Present
Paradigm Capital Management October 2011 - January 2013
The AYCO Company, L.P., A Goldman Sachs Company September 2009 - October 2011
Consumer Reconnaissance, Inc June 2008 - September 2009
Skills
Series 7, Series 63, Bloomberg, Reuters, Factset, Equities, Finance, Investments, Private Equity, Wealth Management, Equity Research, Hedge Funds
Education
Union Graduate College 2011 — 2012
MBA
Siena College 2005 — 2008
B.S., Finance
Goldman Sachs January 2013 - Present
Paradigm Capital Management October 2011 - January 2013
The AYCO Company, L.P., A Goldman Sachs Company September 2009 - October 2011
Consumer Reconnaissance, Inc June 2008 - September 2009
Skills
Series 7, Series 63, Bloomberg, Reuters, Factset, Equities, Finance, Investments, Private Equity, Wealth Management, Equity Research, Hedge Funds
Education
Union Graduate College 2011 — 2012
MBA
Siena College 2005 — 2008
B.S., Finance
Robert J. Girard II, Esq.'s The Ayco Company, L.P., a Goldman Sachs Company Experience September 2001 - December 2002
Job Partner at Freeman, Freeman & Smiley, LLP
Industry Legal Services
Experience
Freeman, Freeman & Smiley, LLP January 2007 - Present
Jones, Bell, Abbott, Fleming & Fitzgerald, LLP May 2003 - January 2007
The Ayco Company, L.P., a Goldman Sachs Company September 2001 - December 2002
Skills
Litigation, Civil Litigation, Securities, Financial Planners, Wealth Management, Employment Law, Commercial Litigation, Legal Research, Legal Writing, Arbitration, Appeals, Litigation Support, Trademarks, Corporate Law, Licensing, Intellectual Property, Mediation, Wills, Alternative Dispute..., Courts, Dispute
Education
Seton Hall University School of Law 1998 — 2001
J.D., Law
University of Maryland College Park 1992 — 1996
B.A.
Nottingham High School
Freeman, Freeman & Smiley, LLP January 2007 - Present
Jones, Bell, Abbott, Fleming & Fitzgerald, LLP May 2003 - January 2007
The Ayco Company, L.P., a Goldman Sachs Company September 2001 - December 2002
Skills
Litigation, Civil Litigation, Securities, Financial Planners, Wealth Management, Employment Law, Commercial Litigation, Legal Research, Legal Writing, Arbitration, Appeals, Litigation Support, Trademarks, Corporate Law, Licensing, Intellectual Property, Mediation, Wills, Alternative Dispute..., Courts, Dispute
Education
Seton Hall University School of Law 1998 — 2001
J.D., Law
University of Maryland College Park 1992 — 1996
B.A.
Nottingham High School
Lacie Holbert Lacie Holbert's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Administrative Assistant at The Ayco Company, L.P., a Goldman Sachs Company
Industry Marketing and Advertising
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Remington Hotels May 2013 - January 2015
MultiView August 2012 - April 2013
Spirit Event Coordinators 2010 - 2012
Silver Sun Tanning March 2010 - August 2010
The Challenge of Oak Forest Country Club May 2009 - August 2009
Skills
B2B Marketing, Sales, B2B, Digital Marketing, Digital Media, Microsoft Office, Internet Strategy, Office Administration, Facebook, Advertising, Online Advertising, Social Media Marketing, Email Marketing, Social Media, Customer Service, Event Planning, Social Networking, Marketing, Management, Microsoft Excel
Education
Texas A&M University 2010 — 2012
Bachelor of Arts (B.A.), Telecommunication Media Studies, Minor in Business Administration
Southwestern College 2008 — 2009
Bachelor of Arts (B.A.), Mass Communication/Media Studies
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Remington Hotels May 2013 - January 2015
MultiView August 2012 - April 2013
Spirit Event Coordinators 2010 - 2012
Silver Sun Tanning March 2010 - August 2010
The Challenge of Oak Forest Country Club May 2009 - August 2009
Skills
B2B Marketing, Sales, B2B, Digital Marketing, Digital Media, Microsoft Office, Internet Strategy, Office Administration, Facebook, Advertising, Online Advertising, Social Media Marketing, Email Marketing, Social Media, Customer Service, Event Planning, Social Networking, Marketing, Management, Microsoft Excel
Education
Texas A&M University 2010 — 2012
Bachelor of Arts (B.A.), Telecommunication Media Studies, Minor in Business Administration
Southwestern College 2008 — 2009
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Tim Pounds Tim Pounds's The Ayco Company, L.P., a Goldman Sachs Company Experience 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 2008 - Present
Wachovia Bank, N.A. / Wachovia Securities, LLC 2006 - 2008
American Express Financial Advisors / Ameriprise Financial Services, Inc. 2005 - 2006
Education
The University of Georgia
Master of Business Administration (MBA)
The University of Georgia
Bachelor of Arts (BA)
The Ayco Company, L.P., a Goldman Sachs Company 2008 - Present
Wachovia Bank, N.A. / Wachovia Securities, LLC 2006 - 2008
American Express Financial Advisors / Ameriprise Financial Services, Inc. 2005 - 2006
Education
The University of Georgia
Master of Business Administration (MBA)
The University of Georgia
Bachelor of Arts (BA)
Alyssa Bongiorno'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
ClassBook.com May 2013 - November 2014
Sodexo Dining Services September 2010 - May 2013
Siena College September 2010 - May 2013
Siena College August 2010 - May 2013
Stuff-A-Bagel August 2006 - January 2013
Grant Thornton International Ltd January 2012 - April 2012
Ruttura & Sons Construction Co. Inc July 2011 - September 2011
Siena College September 2009 - December 2009
Siena College September 2009 - December 2009
Skills
Bloomberg Software, Leadership, Microsoft Excel, Account Management, Microsoft Word, Microsoft Office, PowerPoint, Research, Finance, Customer Service, Inventory Management, Accounting, Training, Public Speaking
Education
Siena College 2009 — 2013
Bachelor of Science, Finance, Information Systems
The Ayco Company, L.P., a Goldman Sachs Company November 2014 - Present
ClassBook.com May 2013 - November 2014
Sodexo Dining Services September 2010 - May 2013
Siena College September 2010 - May 2013
Siena College August 2010 - May 2013
Stuff-A-Bagel August 2006 - January 2013
Grant Thornton International Ltd January 2012 - April 2012
Ruttura & Sons Construction Co. Inc July 2011 - September 2011
Siena College September 2009 - December 2009
Siena College September 2009 - December 2009
Skills
Bloomberg Software, Leadership, Microsoft Excel, Account Management, Microsoft Word, Microsoft Office, PowerPoint, Research, Finance, Customer Service, Inventory Management, Accounting, Training, Public Speaking
Education
Siena College 2009 — 2013
Bachelor of Science, Finance, Information Systems
Jim Chiaravalle Jim Chiaravalle's The Ayco Company, L.P., a Goldman Sachs Company Experience June 1998 - June 1999
Job Experienced Controller/Operations/Sales Executive
Industry Financial Services
Experience
The Inn at Erlowest September 2013 - May 2014
Emery Federal Credit Union April 2012 - December 2012
BBL Development Corp May 2008 - May 2011
Bigsbee Enterprises, Inc. September 1991 - May 2008
The Ayco Company, L.P., a Goldman Sachs Company June 1998 - June 1999
Ernst and Whinney August 1987 - September 1988
Skills
Investment Properties, Hotels, Customer Service, Coaching, Mortgage Lending, Hospitality, Investors, Refinance, Loan Origination, Sales, Budgets
Education
Siena College 1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The Inn at Erlowest September 2013 - May 2014
Emery Federal Credit Union April 2012 - December 2012
BBL Development Corp May 2008 - May 2011
Bigsbee Enterprises, Inc. September 1991 - May 2008
The Ayco Company, L.P., a Goldman Sachs Company June 1998 - June 1999
Ernst and Whinney August 1987 - September 1988
Skills
Investment Properties, Hotels, Customer Service, Coaching, Mortgage Lending, Hospitality, Investors, Refinance, Loan Origination, Sales, Budgets
Education
Siena College 1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Amponsah Richmond's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2014 - January 2015
Job Client Data Analyst, The Ayco Company
Industry Financial Services
Experience
NBT Bank January 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company December 2014 - January 2015
New York State Division of Criminal Justice Services April 2013 - September 2013
Skills
Bloomberg Terminal, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Teamwork, Collaboration, Tutoring, Data Analysis, Financial Analysis, Access, Research, Spreadsheets, Microsoft Office, Finance, Business Analysis, Economics, SQL, Financial Accounting
Education
Siena College 2011 — 2014
Bachelor's degree, Finance, General
Siena College 2010 — 2014
Associate's degree, Liberal Arts and Sciences/Liberal Studies
NBT Bank January 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company December 2014 - January 2015
New York State Division of Criminal Justice Services April 2013 - September 2013
Skills
Bloomberg Terminal, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Teamwork, Collaboration, Tutoring, Data Analysis, Financial Analysis, Access, Research, Spreadsheets, Microsoft Office, Finance, Business Analysis, Economics, SQL, Financial Accounting
Education
Siena College 2011 — 2014
Bachelor's degree, Finance, General
Siena College 2010 — 2014
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Timothy C. Macherone Timothy C. Macherone's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - 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 June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2004 - June 2014
Siena College January 2012 - May 2012
General Electric May 2003 - May 2004
Education
Union Graduate College
MBA, Finance & Economics
Siena College
B.S., Finance
Scotia-Glenville High School
High School
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2004 - June 2014
Siena College January 2012 - May 2012
General Electric May 2003 - May 2004
Education
Union Graduate College
MBA, Finance & Economics
Siena College
B.S., Finance
Scotia-Glenville High School
High School
Cameron Schneider Cameron Schneider's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2014 - Present
Job Financial Analyst at The Ayco Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - Present
Consulting Services Support Corporation May 2012 - Present
Northwestern Mutual June 2010 - December 2011
Asplundh Tree Expert Co. July 2009 - May 2010
Skills
Risk Management, Finance, Financial Analysis, Investments, Financial Modeling, Microsoft Excel, Financial Reporting, PowerPoint, Leadership, Analysis, Microsoft Office, Marketing, Data Analysis, Customer Service, Microsoft Word, Sales, Budgets
Education
Oakland University 2008 — 2012
Finance, Finance, Economics
Oakland University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Economics
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - Present
Consulting Services Support Corporation May 2012 - Present
Northwestern Mutual June 2010 - December 2011
Asplundh Tree Expert Co. July 2009 - May 2010
Skills
Risk Management, Finance, Financial Analysis, Investments, Financial Modeling, Microsoft Excel, Financial Reporting, PowerPoint, Leadership, Analysis, Microsoft Office, Marketing, Data Analysis, Customer Service, Microsoft Word, Sales, Budgets
Education
Oakland University 2008 — 2012
Finance, Finance, Economics
Oakland University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Economics
Christina Maldonado Christina Maldonado's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2010 - December 2010
Job Portfolio Analyst
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2015 - Present
Thomson Reuters October 2011 - January 2015
The Ayco Company, L.P., A Goldman Sachs Company January 2010 - December 2010
Skills
PowerPoint, Outlook, Access, Microsoft Office, Adobe Acrobat, Windows, Internet Explorer, Spreadsheets, Microsoft Excel, Microsoft Word, Thomson Reuters Eikon, Microsoft Access, Capital Markets Analysis, Capital Markets, US Corporate Bonds, Fixed Income, Analysis, Corporate Finance, Investments, Social Media, Fixed Income Analysis, Data Analysis, Data Entry, Databases, Data Management, Mergers & Acquisitions, Analytics, Bonds, Finance, Management, Economics, Financial Accounting, Financial Modeling, Private Equity, Bloomberg, Financial Analysis, Business Strategy, Valuation, Risk Management, Financial Markets, Financial Reporting, Tax, Portfolio Management, Bloomberg Terminal
Education
Tuck School of Business at Dartmouth 2011 — 2011
Diploma, Tuck Business Bridge Program
Union College 2007 — 2011
Bachelor of Arts, Double; Managerial Economics and Spanish
Walter Panas High School 2003 — 2007
BNY Mellon Wealth Management February 2015 - Present
Thomson Reuters October 2011 - January 2015
The Ayco Company, L.P., A Goldman Sachs Company January 2010 - December 2010
Skills
PowerPoint, Outlook, Access, Microsoft Office, Adobe Acrobat, Windows, Internet Explorer, Spreadsheets, Microsoft Excel, Microsoft Word, Thomson Reuters Eikon, Microsoft Access, Capital Markets Analysis, Capital Markets, US Corporate Bonds, Fixed Income, Analysis, Corporate Finance, Investments, Social Media, Fixed Income Analysis, Data Analysis, Data Entry, Databases, Data Management, Mergers & Acquisitions, Analytics, Bonds, Finance, Management, Economics, Financial Accounting, Financial Modeling, Private Equity, Bloomberg, Financial Analysis, Business Strategy, Valuation, Risk Management, Financial Markets, Financial Reporting, Tax, Portfolio Management, Bloomberg Terminal
Education
Tuck School of Business at Dartmouth 2011 — 2011
Diploma, Tuck Business Bridge Program
Union College 2007 — 2011
Bachelor of Arts, Double; Managerial Economics and Spanish
Walter Panas High School 2003 — 2007
Chad W. Underwood, MPA Chad W. Underwood, MPA's The Ayco Company, L.P., a Goldman Sachs Company Experience July 1998 - August 1999
Job Chief Executive Officer at Access to Independence of Cortland County, Inc.
Industry Nonprofit Organization Management
Experience
Access to Independence of Cortland County, Inc. July 2014 - Present
Access to Independence of Cortland County, Inc. June 2009 - July 2014
Access to Independence of Cortland County, Inc. January 2007 - June 2009
Solar Turbines & Petco March 2005 - September 2006
AMN Healthcare October 2002 - March 2005
Mackin & Casey LLC September 1999 - August 2002
The Ayco Company, L.P., a Goldman Sachs Company July 1998 - August 1999
Skills
Strategic Planning, Program Management, Non-profits, Management, Leadership, Public Speaking, Project Management, Nonprofits, Team Building, Social Media, Marketing, Financial Planning, Finance, Operations Management, IT Management, Fundraising, Non-profit Board..., Board Governance, Government Relations, Business Relationship..., Business Process..., Public Relations, Legislative Affairs, Public Policy, Community Outreach, Grassroots Development, Program Development, Volunteer Management, Organizational..., Event Management, Training, Policy, Strategy, Proposal Writing, Grant Writing, Consulting, Budgets, Budgeting, Problem Solving, Event Planning, Community Development, Grants, Research, Leadership Development, Government, Staff Development, Workshop Facilitation, Policy Analysis, Program Evaluation, Social Services
Education
Syracuse University - Maxwell School 1997 — 1998
Master's Degree, Public Administration and Finance
State University of New York College at Geneseo 1993 — 1997
Bachelor's Degree, Economics and Political Science
Access to Independence of Cortland County, Inc. July 2014 - Present
Access to Independence of Cortland County, Inc. June 2009 - July 2014
Access to Independence of Cortland County, Inc. January 2007 - June 2009
Solar Turbines & Petco March 2005 - September 2006
AMN Healthcare October 2002 - March 2005
Mackin & Casey LLC September 1999 - August 2002
The Ayco Company, L.P., a Goldman Sachs Company July 1998 - August 1999
Skills
Strategic Planning, Program Management, Non-profits, Management, Leadership, Public Speaking, Project Management, Nonprofits, Team Building, Social Media, Marketing, Financial Planning, Finance, Operations Management, IT Management, Fundraising, Non-profit Board..., Board Governance, Government Relations, Business Relationship..., Business Process..., Public Relations, Legislative Affairs, Public Policy, Community Outreach, Grassroots Development, Program Development, Volunteer Management, Organizational..., Event Management, Training, Policy, Strategy, Proposal Writing, Grant Writing, Consulting, Budgets, Budgeting, Problem Solving, Event Planning, Community Development, Grants, Research, Leadership Development, Government, Staff Development, Workshop Facilitation, Policy Analysis, Program Evaluation, Social Services
Education
Syracuse University - Maxwell School 1997 — 1998
Master's Degree, Public Administration and Finance
State University of New York College at Geneseo 1993 — 1997
Bachelor's Degree, Economics and Political Science
Corinne Ellis's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2014 - August 2014
Job Public Relations Coordinator at The United Group of Companies, Inc.
Industry Public Relations and Communications
Experience
United Group of Companies June 2015 - Present
Fingerpaint December 2014 - January 2015
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - August 2014
Macy's June 2013 - August 2013
Apprenda Inc. May 2013 - June 2013
The Gideon Putnam Resort and Restaurant May 2012 - August 2012
Portfolio PR Group July 2011 - August 2011
The Shoppe June 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Event Planning, PowerPoint, Time Management, Leadership, Mathematics, Great People Skills, Typing, Public Relations, Writing, Press Releases, Social Networking, Social Media, Corporate Communications, Digital Marketing, Blogging, WordPress
Education
State University of New York College at Oneonta
Bachelor’s Degree, Business Economics, Cummulative GPA: 3.68
United Group of Companies June 2015 - Present
Fingerpaint December 2014 - January 2015
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - August 2014
Macy's June 2013 - August 2013
Apprenda Inc. May 2013 - June 2013
The Gideon Putnam Resort and Restaurant May 2012 - August 2012
Portfolio PR Group July 2011 - August 2011
The Shoppe June 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Event Planning, PowerPoint, Time Management, Leadership, Mathematics, Great People Skills, Typing, Public Relations, Writing, Press Releases, Social Networking, Social Media, Corporate Communications, Digital Marketing, Blogging, WordPress
Education
State University of New York College at Oneonta
Bachelor’s Degree, Business Economics, Cummulative GPA: 3.68
Jessica Salameh's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Financial Analyst
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Jaguar Land Rover North America June 2014 - December 2014
Hudson County Motors June 2013 - August 2013
Skills
Finance, Accounting, Information Technology, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Public Speaking
Education
Monmouth University 2011 — 2015
Bachelor's Degree, Business Administration, Finance Concentration, 3.73
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Jaguar Land Rover North America June 2014 - December 2014
Hudson County Motors June 2013 - August 2013
Skills
Finance, Accounting, Information Technology, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Public Speaking
Education
Monmouth University 2011 — 2015
Bachelor's Degree, Business Administration, Finance Concentration, 3.73
Nicole Filmer Nicole Filmer's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2013 - May 2015
Job Student at Siena College
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company July 2013 - May 2015
Siena College Department of Athletics September 2011 - April 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Research, Teamwork, Time Management, Customer Service
Education
Siena College 2011 — 2015
Bachelor's degree, Finance
Ayco, a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company July 2013 - May 2015
Siena College Department of Athletics September 2011 - April 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Research, Teamwork, Time Management, Customer Service
Education
Siena College 2011 — 2015
Bachelor's degree, Finance
Brett Solimine Brett Solimine's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2011 - May 2012
Job Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York September 2013 - Present
Citi April 2013 - August 2013
Siena College September 2011 - May 2012
The Ayco Company, L.P., a Goldman Sachs Company May 2011 - May 2012
Skills
Investments, Access, Financial Modeling, Bloomberg Terminal, PowerPoint, Microsoft Excel, Financial Analysis
Education
Siena College 2008 — 2012
Bachelor of Science, Finance
Siena College 2008 — 2012
Bachelor of Science (BS), Finance, General
Federal Reserve Bank of New York September 2013 - Present
Citi April 2013 - August 2013
Siena College September 2011 - May 2012
The Ayco Company, L.P., a Goldman Sachs Company May 2011 - May 2012
Skills
Investments, Access, Financial Modeling, Bloomberg Terminal, PowerPoint, Microsoft Excel, Financial Analysis
Education
Siena College 2008 — 2012
Bachelor of Science, Finance
Siena College 2008 — 2012
Bachelor of Science (BS), Finance, General
Nadira Deery, CFP®'s The Ayco Company, L.P., a Goldman Sachs Company Experience October 2014 - Present
Job Wealth Advisor 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
SunTrust Bank February 2014 - October 2014
Fidelity Investments January 2006 - August 2013
Weichert Realtors September 2005 - December 2005
Charles Schwab June 1999 - August 2005
Skills
Management, Leadership, Finance, Marketing, Selling, Insurance, Investments, Portfolio Management, Banking, Financial Services, Credit, Estate Planning, Retirement, Financial Analysis, Sales, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 2009 — 2011
Master of Science, Finance
University of Florida 1995 — 1997
Bachelor of Science (BS), Economics
University of Florida 1990 — 1995
Bachelor of Science (BS), Environmental Science
The Ayco Company, L.P., a Goldman Sachs Company October 2014 - Present
SunTrust Bank February 2014 - October 2014
Fidelity Investments January 2006 - August 2013
Weichert Realtors September 2005 - December 2005
Charles Schwab June 1999 - August 2005
Skills
Management, Leadership, Finance, Marketing, Selling, Insurance, Investments, Portfolio Management, Banking, Financial Services, Credit, Estate Planning, Retirement, Financial Analysis, Sales, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 2009 — 2011
Master of Science, Finance
University of Florida 1995 — 1997
Bachelor of Science (BS), Economics
University of Florida 1990 — 1995
Bachelor of Science (BS), Environmental Science
Brenna Roche Brenna Roche's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2014 - Present
Job Tax Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
GE June 2013 - Present
Siena College September 2009 - Present
Schenectady County Purchasing Department September 2012 - May 2013
Siena College September 2012 - May 2013
American Red Cross May 2012 - August 2012
Siena Italian Studies January 2012 - May 2012
Siena College November 2009 - December 2011
The Great Atlantic & Pacific Tea Company June 2007 - August 2011
Education
Siena College 2009 — 2013
Bachelor of Science in Accounting
Brewster High School 2004 — 2009
Regents Diploma with Honors
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
GE June 2013 - Present
Siena College September 2009 - Present
Schenectady County Purchasing Department September 2012 - May 2013
Siena College September 2012 - May 2013
American Red Cross May 2012 - August 2012
Siena Italian Studies January 2012 - May 2012
Siena College November 2009 - December 2011
The Great Atlantic & Pacific Tea Company June 2007 - August 2011
Education
Siena College 2009 — 2013
Bachelor of Science in Accounting
Brewster High School 2004 — 2009
Regents Diploma with Honors
Jeremy DeBarr's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2013 - May 2014
Job Administrator on the Data Integration Team at The Ayco Company, LP
Industry Accounting
Experience
Manheim July 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - May 2014
Skills
Accounting, Financial Reporting, Microsoft Excel, Bookkeeping, Budgets, Microsoft Office, Microsoft Word, Outlook
Education
Syracuse University 2012 — 2013
Master's of Science, Accounting
University at Albany 2008 — 2012
Bachelor of Science (B.S.), Accounting
Chittenango High School 2004 — 2008
Advanced Regents Diploma
Manheim July 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - May 2014
Skills
Accounting, Financial Reporting, Microsoft Excel, Bookkeeping, Budgets, Microsoft Office, Microsoft Word, Outlook
Education
Syracuse University 2012 — 2013
Master's of Science, Accounting
University at Albany 2008 — 2012
Bachelor of Science (B.S.), Accounting
Chittenango High School 2004 — 2008
Advanced Regents Diploma
Elisabeth Cook Elisabeth Cook's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2014 - Present
Job Senior Analyst at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company November 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - November 2014
AXA Equitable January 2012 - October 2012
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Leadership, Series 7, Corporate Finance, Series 63, Consolidation, Defined Benefit, Asset Allocation, 401k, Retirement, IRAs, Employee Benefits
Education
State University of New York College at Brockport 2007 — 2011
B.S., Accounting
The Ayco Company, L.P., a Goldman Sachs Company November 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - November 2014
AXA Equitable January 2012 - October 2012
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Leadership, Series 7, Corporate Finance, Series 63, Consolidation, Defined Benefit, Asset Allocation, 401k, Retirement, IRAs, Employee Benefits
Education
State University of New York College at Brockport 2007 — 2011
B.S., Accounting
Richard R. Leo Richard R. Leo's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2011 - May 2012
Job Analyst, Corporate P&A at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Morgan Stanley Wealth Management December 2012 - July 2014
Morgan Stanley Smith Barney July 2012 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company August 2011 - May 2012
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg Certified..., Morningstar, Capital IQ, Bloomberg, Finance, Mutual Funds, Equities, Bloomberg Terminal, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Investments, Thompson One, Corporate Finance, Microsoft Office, Series 7, Wealth Management, Portfolio Management
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance
JPMorgan Chase July 2014 - Present
Morgan Stanley Wealth Management December 2012 - July 2014
Morgan Stanley Smith Barney July 2012 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company August 2011 - May 2012
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg Certified..., Morningstar, Capital IQ, Bloomberg, Finance, Mutual Funds, Equities, Bloomberg Terminal, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Investments, Thompson One, Corporate Finance, Microsoft Office, Series 7, Wealth Management, Portfolio Management
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance
Matthew Allain Matthew Allain's The Ayco Company, L.P., a Goldman Sachs Company Experience June 1999 - October 2010
Job Senior Managing Director at The Leo Group, LLC
Industry Financial Services
Experience
The Leo Group, LLC October 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 1999 - October 2010
Education
Suffolk University Law School 1994 — 1998
J.D., Law
The Catholic University of America 1989 — 1993
B.S., Architecture & Engineering
University of Pennsylvania - The Wharton School
Philadelphia, PA
The Leo Group, LLC October 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 1999 - October 2010
Education
Suffolk University Law School 1994 — 1998
J.D., Law
The Catholic University of America 1989 — 1993
B.S., Architecture & Engineering
University of Pennsylvania - The Wharton School
Philadelphia, PA
Elizabeth Rice Elizabeth Rice's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2015 - Present
Job Senior Tax 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 2015 - Present
TaxMatrix June 2012 - June 2015
The College Advisor of New York September 2011 - April 2014
NYS Department of Health June 2011 - September 2011
Skills
Sales Tax, Account Reconciliation, Tax Law, Use Tax, State Tax, Budgets, Tax Returns, Spreadsheets, Policy, Sales & Use Tax..., Consulting, Analysis, Bookkeeping, Research, Auditing, Tax Preparation, Tax Research, QuickBooks, Sales & Use Tax
Education
The University of South Dakota 2015 — 2017
Master of Professional Accountancy, Accounting
Siena College 2008 — 2012
Bachelor of Science (BS), Accounting
Saratoga Springs High School 2004 — 2008
The Ayco Company, L.P., a Goldman Sachs Company June 2015 - Present
TaxMatrix June 2012 - June 2015
The College Advisor of New York September 2011 - April 2014
NYS Department of Health June 2011 - September 2011
Skills
Sales Tax, Account Reconciliation, Tax Law, Use Tax, State Tax, Budgets, Tax Returns, Spreadsheets, Policy, Sales & Use Tax..., Consulting, Analysis, Bookkeeping, Research, Auditing, Tax Preparation, Tax Research, QuickBooks, Sales & Use Tax
Education
The University of South Dakota 2015 — 2017
Master of Professional Accountancy, Accounting
Siena College 2008 — 2012
Bachelor of Science (BS), Accounting
Saratoga Springs High School 2004 — 2008
Brittany Mayer Brittany Mayer's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2013 - Present
Job at
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - Present
The College of Saint Rose January 2011 - August 2013
Dunkin Donuts May 2011 - June 2013
Skills
Organized Multi-tasker, Focused Execution, Determination to Succeed, Independence, Works well with a team, Microsoft Excel, Always Willing to Learn, Team Leadership, Training, Customer Service, Customer Satisfaction, Listening to customers, Mathematics, Makeup Artistry, Auditing, 1040 Preparation, Office Interaction, Accounting, Microsoft Word, Tax, Time Management, PowerPoint, Microsoft Office, Analysis, Teamwork, Leadership, Project Management
Education
The College of Saint Rose 2010 — 2015
Bachelor's degree/ Master's Degree, Accounting, Graduate
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - Present
The College of Saint Rose January 2011 - August 2013
Dunkin Donuts May 2011 - June 2013
Skills
Organized Multi-tasker, Focused Execution, Determination to Succeed, Independence, Works well with a team, Microsoft Excel, Always Willing to Learn, Team Leadership, Training, Customer Service, Customer Satisfaction, Listening to customers, Mathematics, Makeup Artistry, Auditing, 1040 Preparation, Office Interaction, Accounting, Microsoft Word, Tax, Time Management, PowerPoint, Microsoft Office, Analysis, Teamwork, Leadership, Project Management
Education
The College of Saint Rose 2010 — 2015
Bachelor's degree/ Master's Degree, Accounting, Graduate
Elizabeth Madden Elizabeth Madden's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - Present
Job Operations Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - Present
Wilmington Trust June 2013 - August 2013
Siena College May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Research, Social Media, Leadership, Public Speaking, Time Management
Education
Villanova University 2010 — 2014
Bachelor's Degree, Economics
National University of Ireland, Galway
Voorheesville High School 2006 — 2010
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - Present
Wilmington Trust June 2013 - August 2013
Siena College May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Research, Social Media, Leadership, Public Speaking, Time Management
Education
Villanova University 2010 — 2014
Bachelor's Degree, Economics
National University of Ireland, Galway
Voorheesville High School 2006 — 2010
Mankirat Singh's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Private Wealth Management Intern at The Ayco Company, L.P., a Goldman Sachs Company
Industry Higher Education
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Center for Undergraduate Research and Creative Activity March 2014 - Present
Delta Sigma Pi January 2013 - Present
Perfume Outlet Inc December 2007 - Present
Empire Financial Advisors July 2014 - September 2014
Community Loan Fund of the Capital Region July 2013 - August 2013
Rudy A. Ciccotti Family Recreation Center January 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Leadership, Economics, Financial Analysis, Time Management, Market Research, Event Planning, Analysis, Public Relations, Research, Teamwork
Education
Siena College 2012 — 2016
Bachelor of Science (B.S.), Economics, 3.77
Colonie Central High School 2008 — 2012
Advanced Regents Diploma
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Center for Undergraduate Research and Creative Activity March 2014 - Present
Delta Sigma Pi January 2013 - Present
Perfume Outlet Inc December 2007 - Present
Empire Financial Advisors July 2014 - September 2014
Community Loan Fund of the Capital Region July 2013 - August 2013
Rudy A. Ciccotti Family Recreation Center January 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Leadership, Economics, Financial Analysis, Time Management, Market Research, Event Planning, Analysis, Public Relations, Research, Teamwork
Education
Siena College 2012 — 2016
Bachelor of Science (B.S.), Economics, 3.77
Colonie Central High School 2008 — 2012
Advanced Regents Diploma
Joseph Abed El Latif Joseph Abed El Latif's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2013 - Present
Job Sr. 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 June 2013 - Present
Education
Siena College 2009 — 2013
Bachelor of Science (BS), Economics, Summa Cum Laude
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - Present
Education
Siena College 2009 — 2013
Bachelor of Science (BS), Economics, Summa Cum Laude
Daniel Kurylas Daniel Kurylas's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Graduate Student at Siena College
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
LeverPoint Management, LLC September 2014 - December 2014
Siena College November 2012 - May 2014
Skills
Spreadsheets, Teamwork, Leadership, Financial Accounting, Management Accounting, Cost Accounting, Accounting, Accounts Payable, Bookkeeping, Finance, Financial Analysis, Payroll, QuickBooks, Tax Preparation, Tax
Education
Siena College 2011 — 2015
Bachelor's degree, Accounting
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
LeverPoint Management, LLC September 2014 - December 2014
Siena College November 2012 - May 2014
Skills
Spreadsheets, Teamwork, Leadership, Financial Accounting, Management Accounting, Cost Accounting, Accounting, Accounts Payable, Bookkeeping, Finance, Financial Analysis, Payroll, QuickBooks, Tax Preparation, Tax
Education
Siena College 2011 — 2015
Bachelor's degree, Accounting
Ivy Lau, CFP®, EA's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2014 - Present
Job Senior 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 May 2014 - Present
Ernst & Young March 2012 - May 2014
Scottrade January 2011 - March 2012
Scottrade October 2009 - September 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Securities, Financial Advisory, Investment Advisory, Portfolio Management, Investment Strategies, Financial Planners, Investment Management, Financial Services, FINRA, Retirement, Estate Planning, Tax Law, Income Tax, Tax Returns, IRS Enrolled Agent, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Bachelor's degree, Accounting
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Bachelor of Science, Finance
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - Present
Ernst & Young March 2012 - May 2014
Scottrade January 2011 - March 2012
Scottrade October 2009 - September 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Securities, Financial Advisory, Investment Advisory, Portfolio Management, Investment Strategies, Financial Planners, Investment Management, Financial Services, FINRA, Retirement, Estate Planning, Tax Law, Income Tax, Tax Returns, IRS Enrolled Agent, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Bachelor's degree, Accounting
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Bachelor of Science, Finance
Nicholas Vanderlinden Nicholas Vanderlinden's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2013 - September 2014
Job Senior Internal Wholesaler at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - September 2014
Stryker May 2012 - May 2013
Ernst & Young May 2012 - August 2012
RBC June 2010 - August 2010
Skills
Access, Series 7, Retirement Planning, Cash Flow, Strategic Financial..., Investments
Education
Seton Hall University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.56
BNY Mellon September 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - September 2014
Stryker May 2012 - May 2013
Ernst & Young May 2012 - August 2012
RBC June 2010 - August 2010
Skills
Access, Series 7, Retirement Planning, Cash Flow, Strategic Financial..., Investments
Education
Seton Hall University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.56
Cole Wincent's The Ayco Company, L.P., a Goldman Sachs Company Experience April 2014 - May 2015
Job Intern Portfolio Management Group at The Ayco Company, L.P., a Goldman Sachs Company
Industry
Experience
The Ayco Company, L.P., a Goldman Sachs Company April 2014 - May 2015
Prorepharm Pharmaceutical Company June 2013 - September 2013
The Walt Disney Company June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis
Education
Tsinghua University 2015 — 2017
Master’s Degree, Chinese Politics, Foreign Policy, and International Relations (CPFP)
Rensselaer Polytechnic Institute 2012 — 2015
Bachelor of Science (BS), Business and Management
The Ayco Company, L.P., a Goldman Sachs Company April 2014 - May 2015
Prorepharm Pharmaceutical Company June 2013 - September 2013
The Walt Disney Company June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis
Education
Tsinghua University 2015 — 2017
Master’s Degree, Chinese Politics, Foreign Policy, and International Relations (CPFP)
Rensselaer Polytechnic Institute 2012 — 2015
Bachelor of Science (BS), Business and Management
Eric Billinson's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - August 2014
Job New York University Stern School of Business
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - August 2014
Skills
Accounting, Spanish, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Financial Analysis, Access, Time Management, Research, Economics, Data Analysis, Public Speaking, Financial Modeling, Social Media
Education
New York University
Banking, Corporate, Finance, and Securities Law
AIP Language Institute
Spanish Language and Literature
State University of New York at Albany
Accounting and Finance, Spanish Minor, 3.7 GPA
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - August 2014
Skills
Accounting, Spanish, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Financial Analysis, Access, Time Management, Research, Economics, Data Analysis, Public Speaking, Financial Modeling, Social Media
Education
New York University
Banking, Corporate, Finance, and Securities Law
AIP Language Institute
Spanish Language and Literature
State University of New York at Albany
Accounting and Finance, Spanish Minor, 3.7 GPA
Kyra Cannon's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2014 - August 2014
Job Paralegal Intern at Florio Perrucci Steinhardt & Fader, LLC
Industry Financial Services
Experience
Florio Perrucci Steinhardt & Fader, LLC January 2015 - August 2015
The Ayco Company, L.P., a Goldman Sachs Company January 2014 - August 2014
Applebee's April 2011 - December 2013
Panera Bread November 2010 - October 2011
Nautilis Neurosciences June 2011 - September 2011
Skills
Mathematics, Organization, Task Completion, Customer Service, Public Speaking, Close Attention to..., Determination to Succeed, Goal Oriented, Teamwork, Building Relationships, Time Management, High level of initiative, Superior Work Ethic, highly motivated, Finance, Leadership
Education
Seton Hall University 2012 — 2016
Finance, General, Senior
Belvidere High School 2010 — 2012
Pope John XXIII 2008 — 2009
Florio Perrucci Steinhardt & Fader, LLC January 2015 - August 2015
The Ayco Company, L.P., a Goldman Sachs Company January 2014 - August 2014
Applebee's April 2011 - December 2013
Panera Bread November 2010 - October 2011
Nautilis Neurosciences June 2011 - September 2011
Skills
Mathematics, Organization, Task Completion, Customer Service, Public Speaking, Close Attention to..., Determination to Succeed, Goal Oriented, Teamwork, Building Relationships, Time Management, High level of initiative, Superior Work Ethic, highly motivated, Finance, Leadership
Education
Seton Hall University 2012 — 2016
Finance, General, Senior
Belvidere High School 2010 — 2012
Pope John XXIII 2008 — 2009
Steven Schaller Steven Schaller's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2008 - August 2008
Job Senior Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs July 2011 - Present
Goldman Sachs June 2010 - August 2010
AXA June 2009 - August 2009
The Ayco Company, L.P., a Goldman Sachs Company June 2008 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Asset Management, Fixed Income, Investments, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor's Degree, Duel Major in Finance and Management
Goldman Sachs January 2014 - Present
Goldman Sachs July 2011 - Present
Goldman Sachs June 2010 - August 2010
AXA June 2009 - August 2009
The Ayco Company, L.P., a Goldman Sachs Company June 2008 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Asset Management, Fixed Income, Investments, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor's Degree, Duel Major in Finance and Management
Joseph Pecoraro's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2013 - Present
Job Financial Analyst New Jersey Counseling at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2013 - Present
Stryker September 2012 - May 2013
Retro Fitness November 2010 - November 2012
Skills
Customer Service, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Investment Banking, Public Speaking, Teamwork, Social Networking, Marketing Strategy, Time Management, Series 7, Sales
Education
Seton Hall University 2009 — 2013
Bachelor of Science in Business Administration, Finance, Management
Hawthorne High School 2005 — 2009
The Ayco Company, L.P., a Goldman Sachs Company September 2013 - Present
Stryker September 2012 - May 2013
Retro Fitness November 2010 - November 2012
Skills
Customer Service, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Investment Banking, Public Speaking, Teamwork, Social Networking, Marketing Strategy, Time Management, Series 7, Sales
Education
Seton Hall University 2009 — 2013
Bachelor of Science in Business Administration, Finance, Management
Hawthorne High School 2005 — 2009
Corbin Rosmarin Corbin Rosmarin's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2014 - Present
Job Client Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company December 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - December 2014
NYS Teachers' Retirement System June 2012 - September 2012
Cengage Learning June 2011 - September 2011
Merrill Lynch June 2011 - September 2011
Education
State University of New York College at Geneseo 2009 — 2013
B.S., Business Administration, 3.74
Northwood School 2006 — 2007
Shenendehowa High School 2002 — 2006
The Ayco Company, L.P., a Goldman Sachs Company December 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - December 2014
NYS Teachers' Retirement System June 2012 - September 2012
Cengage Learning June 2011 - September 2011
Merrill Lynch June 2011 - September 2011
Education
State University of New York College at Geneseo 2009 — 2013
B.S., Business Administration, 3.74
Northwood School 2006 — 2007
Shenendehowa High School 2002 — 2006
Patrick J. Murphy's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2003 - August 2005
Job Private Client Manager at US Trust
Industry Financial Services
Experience
US Trust, Bank of America July 2011 - Present
US Trust August 2005 - June 2011
The Ayco Company, L.P., A Goldman Sachs Company September 2003 - August 2005
Skills
Wealth Management, Series 7, Estate Planning, Alternative Investments, High Net Worth..., Investment Strategies, Strategic Financial..., Retirement Planning, Private Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance & Global Business
Rutgers University-New Brunswick 1997 — 2001
BA, Labor Studies & Economics
Bridgewater-Raritan
US Trust, Bank of America July 2011 - Present
US Trust August 2005 - June 2011
The Ayco Company, L.P., A Goldman Sachs Company September 2003 - August 2005
Skills
Wealth Management, Series 7, Estate Planning, Alternative Investments, High Net Worth..., Investment Strategies, Strategic Financial..., Retirement Planning, Private Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance & Global Business
Rutgers University-New Brunswick 1997 — 2001
BA, Labor Studies & Economics
Bridgewater-Raritan
Bill Clinton Bill Clinton's The Ayco Company, L.P., a Goldman Sachs Company Experience April 2010 - March 2011
Job Regional Vice President, Emerging Market Specialist Mirae Asset Global Investments (USA)
Industry Financial Services
Experience
Mirae Asset Global Investments February 2015 - Present
OppenheimerFunds June 2013 - February 2015
Barclays April 2011 - June 2013
The Ayco Company, L.P., a Goldman Sachs Company April 2010 - March 2011
Merrill Lynch March 2008 - April 2010
Merrill Lynch February 2007 - March 2008
Skills
Series 7, Mutual Funds, Investments, Fixed Income, Equities, Alternative Investments, Asset Allocation, Securities, Portfolio Management, Sales, Asset Management
Education
Siena College
Finance
Mirae Asset Global Investments February 2015 - Present
OppenheimerFunds June 2013 - February 2015
Barclays April 2011 - June 2013
The Ayco Company, L.P., a Goldman Sachs Company April 2010 - March 2011
Merrill Lynch March 2008 - April 2010
Merrill Lynch February 2007 - March 2008
Skills
Series 7, Mutual Funds, Investments, Fixed Income, Equities, Alternative Investments, Asset Allocation, Securities, Portfolio Management, Sales, Asset Management
Education
Siena College
Finance
Deborah Gula's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2013 - May 2014
Job Asst. to Director of Nursing/Scheduling at Saratoga Center Rehab & Skilled Nursing Care
Industry Nonprofit Organization Management
Experience
Saratoga Center Rehab & Skilled Nursing Care March 2015 - Present
Tarella Financial Group May 2014 - March 2015
The Ayco Company, L.P., a Goldman Sachs Company September 2013 - May 2014
ucpn January 2004 - June 2013
Griffon Corporation January 1999 - January 2003
Bank of America January 1997 - January 1999
Skills
Payroll, Access, Office Management, Time Management, Data Entry, Outlook, Training, Invoicing, Music, Analysis, Management, Music Industry, Microsoft Excel, Customer Service, Administrative..., Microsoft Word, Microsoft Office
Education
Nassau Community College 2006 — 2013
None yet, Psychology
Executrain
Continuing Education, PowerPoint
Molloy College
Continuing Education Credits
Nassau County Department of Health
Disability Studies, Psychology, Still working on it.
Saratoga Center Rehab & Skilled Nursing Care March 2015 - Present
Tarella Financial Group May 2014 - March 2015
The Ayco Company, L.P., a Goldman Sachs Company September 2013 - May 2014
ucpn January 2004 - June 2013
Griffon Corporation January 1999 - January 2003
Bank of America January 1997 - January 1999
Skills
Payroll, Access, Office Management, Time Management, Data Entry, Outlook, Training, Invoicing, Music, Analysis, Management, Music Industry, Microsoft Excel, Customer Service, Administrative..., Microsoft Word, Microsoft Office
Education
Nassau Community College 2006 — 2013
None yet, Psychology
Executrain
Continuing Education, PowerPoint
Molloy College
Continuing Education Credits
Nassau County Department of Health
Disability Studies, Psychology, Still working on it.
Jessica Cyr's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2014 - Present
Job HR Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Human Resources
Experience
The Ayco Company, L.P., a Goldman Sachs Company March 2014 - Present
Yoh, A Day & Zimmermann Company June 2013 - March 2014
Adecco April 2012 - May 2013
Price Chopper Supermarkets August 2011 - April 2012
Price Chopper Supermarkets May 2011 - August 2011
Price Chopper Supermarkets June 2005 - January 2011
Skills
Data Entry, Customer Service, Microsoft Word, PowerPoint, iCIMS Hiring System, Knowledge Extensions, Omnibus, Learning Management..., Training, Applicant Tracking..., Learning Management...
Education
SUNY Plattsburgh 2010 — 2011
Master of Science (M.S.), Adolescent Education (7-12)
SUNY Plattsburgh 2006 — 2010
Bachelor of Arts (B.A.), English
The Ayco Company, L.P., a Goldman Sachs Company March 2014 - Present
Yoh, A Day & Zimmermann Company June 2013 - March 2014
Adecco April 2012 - May 2013
Price Chopper Supermarkets August 2011 - April 2012
Price Chopper Supermarkets May 2011 - August 2011
Price Chopper Supermarkets June 2005 - January 2011
Skills
Data Entry, Customer Service, Microsoft Word, PowerPoint, iCIMS Hiring System, Knowledge Extensions, Omnibus, Learning Management..., Training, Applicant Tracking..., Learning Management...
Education
SUNY Plattsburgh 2010 — 2011
Master of Science (M.S.), Adolescent Education (7-12)
SUNY Plattsburgh 2006 — 2010
Bachelor of Arts (B.A.), English
Brett Clatworthy Brett Clatworthy's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2013 - 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 2013 - Present
WXXA Fox 23 January 2012 - May 2012
Stratton Mountain Resort December 2011 - March 2012
Southern Vermont College August 2011 - December 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Entrepreneurship, Income Tax, Leadership, Strategic Financial..., Business Strategy, PowerPoint, Sports, Marketing Communications, Marketing Strategy, Outlook, Investments, Microsoft Word, Teamwork, Financial Analysis
Education
Union Graduate College 2012 — 2013
Master of Business Administration (MBA), 3.4 GPA
Southern Vermont College 2008 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.5 GPA
The Ayco Company, L.P., a Goldman Sachs Company September 2013 - Present
WXXA Fox 23 January 2012 - May 2012
Stratton Mountain Resort December 2011 - March 2012
Southern Vermont College August 2011 - December 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Entrepreneurship, Income Tax, Leadership, Strategic Financial..., Business Strategy, PowerPoint, Sports, Marketing Communications, Marketing Strategy, Outlook, Investments, Microsoft Word, Teamwork, Financial Analysis
Education
Union Graduate College 2012 — 2013
Master of Business Administration (MBA), 3.4 GPA
Southern Vermont College 2008 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.5 GPA
Asher Kennedy's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - October 2014
Job Senior Specialist, Client Data Assurance
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ February 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - October 2014
Student Managed Investment Portfolio February 2013 - May 2014
SUNY Plattsburgh August 2011 - May 2014
SUNY Plattsburgh February 2012 - May 2013
SUNY Plattsburgh 2013 - 2013
Skills
Economics, Microsoft Excel, MS Excel Pivot Tables, V Lookups, PowerPoint, Sales, Microsoft Word, Capital Markets, Portfolio Management, Fixed Income, Accounting, Financial Analysis, Equities, Financial Reporting, Public Speaking, Management, Leadership, Financial Accounting, Customer Service, Corporate Finance, Market Research, Data Analysis, Data Mining, Microsoft Office
Education
SUNY Plattsburgh 2010 — 2014
BS, Finance, Economics, Bachelor of Science: Finance and Economics
Bank of Tokyo-Mitsubishi UFJ February 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - October 2014
Student Managed Investment Portfolio February 2013 - May 2014
SUNY Plattsburgh August 2011 - May 2014
SUNY Plattsburgh February 2012 - May 2013
SUNY Plattsburgh 2013 - 2013
Skills
Economics, Microsoft Excel, MS Excel Pivot Tables, V Lookups, PowerPoint, Sales, Microsoft Word, Capital Markets, Portfolio Management, Fixed Income, Accounting, Financial Analysis, Equities, Financial Reporting, Public Speaking, Management, Leadership, Financial Accounting, Customer Service, Corporate Finance, Market Research, Data Analysis, Data Mining, Microsoft Office
Education
SUNY Plattsburgh 2010 — 2014
BS, Finance, Economics, Bachelor of Science: Finance and Economics
Michael Schilde Michael Schilde's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2012 - November 2012
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
PwC June 2013 - August 2013
GE November 2012 - May 2013
The Ayco Company, L.P., a Goldman Sachs Company July 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, QuickBooks, Bookkeeping, Outlook, US GAAP, GAAP, Analysis
Education
Siena College 2013 — 2014
Master of Science (MS) in Accounting, Accounting
Siena College 2009 — 2013
Bachelor of Science (B.S.), Accounting
PwC September 2014 - Present
PwC June 2013 - August 2013
GE November 2012 - May 2013
The Ayco Company, L.P., a Goldman Sachs Company July 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, QuickBooks, Bookkeeping, Outlook, US GAAP, GAAP, Analysis
Education
Siena College 2013 — 2014
Master of Science (MS) in Accounting, Accounting
Siena College 2009 — 2013
Bachelor of Science (B.S.), Accounting
Adam Moran's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - Present
Job Financial Analyst at The Ayco Company, LP., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - June 2014
Skills
Microsoft Excel, Accounting, Financial Analysis, Financial Accounting, Microsoft Office, Teamwork, Time Management, Tax, Financial Reporting, Tax Preparation, Tax Accounting, Forecasting, Financial Statements, Income Tax, Public Speaking, Team Leadership, Auditing, Spreadsheets, Tax Returns, Cost Accounting, Corporate Tax, Financial Statement..., Cash Flow, Sarbanes-Oxley Act, Internal Audit, Cash Management, Managerial Finance, Preparation, Partnership Taxation, Sales Tax, People Skills, Data Entry, Business Valuation, Finance, Leadership, Investments, Insurance, Estate Planning, Analysis, Outlook, Financial Planning, QuickBooks, Hedge Funds, Equities, Private Equity, Asset Management, Asset Allocation, Estate Tax Planning, Personal Tax Planning, Alternative Investments
Education
Siena College 2013 — 2014
Master of Science (MS), Accounting
Siena College 2010 — 2013
Bachelor of Science (BS), Accounting
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - June 2014
Skills
Microsoft Excel, Accounting, Financial Analysis, Financial Accounting, Microsoft Office, Teamwork, Time Management, Tax, Financial Reporting, Tax Preparation, Tax Accounting, Forecasting, Financial Statements, Income Tax, Public Speaking, Team Leadership, Auditing, Spreadsheets, Tax Returns, Cost Accounting, Corporate Tax, Financial Statement..., Cash Flow, Sarbanes-Oxley Act, Internal Audit, Cash Management, Managerial Finance, Preparation, Partnership Taxation, Sales Tax, People Skills, Data Entry, Business Valuation, Finance, Leadership, Investments, Insurance, Estate Planning, Analysis, Outlook, Financial Planning, QuickBooks, Hedge Funds, Equities, Private Equity, Asset Management, Asset Allocation, Estate Tax Planning, Personal Tax Planning, Alternative Investments
Education
Siena College 2013 — 2014
Master of Science (MS), Accounting
Siena College 2010 — 2013
Bachelor of Science (BS), Accounting
Matt Heckler Matt Heckler's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Vice President The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Goldman Sachs September 2012 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company September 2007 - August 2012
Skills
Portfolio Management, Investments, Insurance, Tax, Estate Planning, Estate Tax Planning, Gift Tax, Multi-generational..., Corporate Benefits, Restricted Stock, 401k, Fixed Annuities, Securities, Financial Planners, Financial Analysis, Wealth, Financial Planning
Education
Seton Hall Law School 2004 — 2007
Juris Doctor (J.D.), Tax Law/Taxation
University of Michigan 2000 — 2004
Bachelor's Degree
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Goldman Sachs September 2012 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company September 2007 - August 2012
Skills
Portfolio Management, Investments, Insurance, Tax, Estate Planning, Estate Tax Planning, Gift Tax, Multi-generational..., Corporate Benefits, Restricted Stock, 401k, Fixed Annuities, Securities, Financial Planners, Financial Analysis, Wealth, Financial Planning
Education
Seton Hall Law School 2004 — 2007
Juris Doctor (J.D.), Tax Law/Taxation
University of Michigan 2000 — 2004
Bachelor's Degree
Robert Feldman's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2014 - Present
Job Operations Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Marketing and Advertising
Experience
The Ayco Company, L.P., a Goldman Sachs Company November 2014 - Present
CDPHP August 2013 - July 2014
Northwestern Mutual April 2010 - April 2013
Skills
PowerPoint, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Financial Analysis, Insurance, Financial Services, Leadership, Time Management, Sales, Analysis, Customer Service, Social Media, Teamwork
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Marketing
The Ayco Company, L.P., a Goldman Sachs Company November 2014 - Present
CDPHP August 2013 - July 2014
Northwestern Mutual April 2010 - April 2013
Skills
PowerPoint, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Financial Analysis, Insurance, Financial Services, Leadership, Time Management, Sales, Analysis, Customer Service, Social Media, Teamwork
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Marketing
Richard Spackmann Richard Spackmann's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - Present
Job Manager, Business Applications Team at The Ayco Company
Industry Computer Software
Experience
The Ayco Company August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
Tribune Media Services January 2008 - January 2014
New York State March 2007 - December 2007
General Electric January 2000 - March 2007
Skills
Software Development, Agile Methodologies, .NET, AJAX, Tomcat, Software Architectural..., RESTful WebServices, Java, Web Development, XML, Software Engineering, MySQL, Adobe Experience Manager, Spring, Linux, jQuery, Ant, PostgreSQL, Eclipse, Jenkins, Continuous Integration, SOAP, Oracle, Backbone.js, CAMEL, JMS, NoSQL, Amazon Web Services..., Heroku, Open Source Software, Backbase
Education
Rensselaer Polytechnic Institute 2000 — 2003
Masters of Science, Computer Science
Rensselaer Polytechnic Institute 1999 — 2001
Bachelors of Science, Computer Science
Adirondack Community College 1996 — 1999
Associates Degree, Liberal Arts Math/Science
The Ayco Company August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
Tribune Media Services January 2008 - January 2014
New York State March 2007 - December 2007
General Electric January 2000 - March 2007
Skills
Software Development, Agile Methodologies, .NET, AJAX, Tomcat, Software Architectural..., RESTful WebServices, Java, Web Development, XML, Software Engineering, MySQL, Adobe Experience Manager, Spring, Linux, jQuery, Ant, PostgreSQL, Eclipse, Jenkins, Continuous Integration, SOAP, Oracle, Backbone.js, CAMEL, JMS, NoSQL, Amazon Web Services..., Heroku, Open Source Software, Backbase
Education
Rensselaer Polytechnic Institute 2000 — 2003
Masters of Science, Computer Science
Rensselaer Polytechnic Institute 1999 — 2001
Bachelors of Science, Computer Science
Adirondack Community College 1996 — 1999
Associates Degree, Liberal Arts Math/Science
Chris Pastizzo Chris Pastizzo's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2014 - Present
Job Senior Vice President National Tax Group at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2013 - December 2013
The Ayco Company, L.P., a Goldman Sachs Company January 2005 - December 2012
Skills
Tax Controversy, Tax, Income Tax, Tax Compliance, High Net Worth..., Tax Returns, Tax Research, Strategic Financial..., Small Business, Management, Financial Planners
Education
Union College
MBA, Business
Siena College 1985 — 1987
B.S., Finance
The Ayco Company, L.P., a Goldman Sachs Company January 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2013 - December 2013
The Ayco Company, L.P., a Goldman Sachs Company January 2005 - December 2012
Skills
Tax Controversy, Tax, Income Tax, Tax Compliance, High Net Worth..., Tax Returns, Tax Research, Strategic Financial..., Small Business, Management, Financial Planners
Education
Union College
MBA, Business
Siena College 1985 — 1987
B.S., Finance
Meghan Cernera Meghan Cernera's The Ayco Company, L.P., a Goldman Sachs Company Experience 2009 - 2010
Job Media | Project Manager
Industry Broadcast Media
Experience
Univision Communications Inc. September 2014 - Present
UBM Tech 2013 - 2014
Thomas Publishing 2012 - 2013
The MASIE Center 2010 - 2012
The Ayco Company, L.P., a Goldman Sachs Company 2009 - 2010
Skills
Business Writing, Marketing Research, Copywriting, Internal & External..., Event Planning, Project Management, Salesforce.com, Content Development, Audio Editing, Microsoft Excel, Quantitative Research, Editing, Social Media Marketing, Survey Design, Brand Management, Blogging, Content Management, Digital Marketing, Digital Media, Email Marketing, Lead Generation, Management, Market Research, Marketing Communications, Marketing Management, Microsoft Office, Online Advertising, Project Coordination, Public Relations, Research, SEO, Social Media, Social Networking, Web Content Management
Education
Union College
Master of Business Administration (M.B.A.)
Saint Anselm College
Liberal Studies, Great Books
Univision Communications Inc. September 2014 - Present
UBM Tech 2013 - 2014
Thomas Publishing 2012 - 2013
The MASIE Center 2010 - 2012
The Ayco Company, L.P., a Goldman Sachs Company 2009 - 2010
Skills
Business Writing, Marketing Research, Copywriting, Internal & External..., Event Planning, Project Management, Salesforce.com, Content Development, Audio Editing, Microsoft Excel, Quantitative Research, Editing, Social Media Marketing, Survey Design, Brand Management, Blogging, Content Management, Digital Marketing, Digital Media, Email Marketing, Lead Generation, Management, Market Research, Marketing Communications, Marketing Management, Microsoft Office, Online Advertising, Project Coordination, Public Relations, Research, SEO, Social Media, Social Networking, Web Content Management
Education
Union College
Master of Business Administration (M.B.A.)
Saint Anselm College
Liberal Studies, Great Books
Stephen Porto's The Ayco Company, L.P., a Goldman Sachs Company Experience 2011 - 2013
Job Account Executive at Cool Insuring Agency Inc.
Industry Insurance
Experience
Cool Insuring Agency Inc. 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company 2011 - 2013
Fitzgerald Bros. Beverages 2009 - 2011
The Sagamore 2007 - 2009
Skills
New Business Development, Health Insurance, Life Insurance, Medicare, Dental Insurance, Vision, Customer Service, Great communications..., Motivated self-starter, People Skills, Reliability, Relationship Management, Sales Motivation
Education
Queensbury 2004 — 2008
State University of New York College at Plattsburgh 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Adirondack Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
Cool Insuring Agency Inc. 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company 2011 - 2013
Fitzgerald Bros. Beverages 2009 - 2011
The Sagamore 2007 - 2009
Skills
New Business Development, Health Insurance, Life Insurance, Medicare, Dental Insurance, Vision, Customer Service, Great communications..., Motivated self-starter, People Skills, Reliability, Relationship Management, Sales Motivation
Education
Queensbury 2004 — 2008
State University of New York College at Plattsburgh 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Adirondack Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
Stephen Cutting-Miller Stephen Cutting-Miller's The Ayco Company, L.P., a Goldman Sachs Company Experience February 1999 - January 2006
Job SVP, Advanced Planning Continuum Wealth Advisors, LLC
Industry Financial Services
Experience
Continuum Wealth Advisors, LLC May 2015 - Present
Witt Construction, Inc. October 2011 - May 2015
TAG Associates February 2009 - February 2011
The Ayco Company, L.P., a Goldman Sachs Company February 1999 - January 2006
KPMG 1994 - 1997
Skills
Finance, Financial Analysis, Strategic Planning, Accounting, Management, Financial Planning, Leadership, Risk Management, Microsoft Excel, Asset Management, Budgets, Project Planning, Investments, Sales, Event Planning, Marketing Strategy, Business Strategy, Public Speaking, Forecasting, Due Diligence, Mergers & Acquisitions
Education
Siena College 1992 — 1994
Bachelor of Business Administration (BBA), Accounting
Rensselaer Polytechnic Institute 1990 — 1992
Accounting and Business/Management
Continuum Wealth Advisors, LLC May 2015 - Present
Witt Construction, Inc. October 2011 - May 2015
TAG Associates February 2009 - February 2011
The Ayco Company, L.P., a Goldman Sachs Company February 1999 - January 2006
KPMG 1994 - 1997
Skills
Finance, Financial Analysis, Strategic Planning, Accounting, Management, Financial Planning, Leadership, Risk Management, Microsoft Excel, Asset Management, Budgets, Project Planning, Investments, Sales, Event Planning, Marketing Strategy, Business Strategy, Public Speaking, Forecasting, Due Diligence, Mergers & Acquisitions
Education
Siena College 1992 — 1994
Bachelor of Business Administration (BBA), Accounting
Rensselaer Polytechnic Institute 1990 — 1992
Accounting and Business/Management
Adam Forshey Adam Forshey's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job Programmer at The Ayco Company, L.P., a Goldman Sachs Company
Industry Higher Education
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
LTI (Logic Technology Inc.) May 2013 - September 2014
The College of Saint Rose April 2012 - May 2013
Skills
Troubleshooting, Visual Studio, Programming, OS X, Windows 7, C#, Java, JavaScript, WPF, .NET, Information Technology, SQL, LINQ, Help Desk Support, Desktop Application..., Computer Hardware, Windows Server, Active Directory, XP, CSS, HTML, Data Structures, Algorithm Design, System Design, PSTools, Batch Files, Web Applications, MySQL, Subversion, XML, Technical Support, Software Development, Software Engineering, IIS, Oracle, OOP, ASP.NET, ASP, Lambda Expressions
Education
The College of Saint Rose 2009 — 2013
Bachelor of Science (BS), Computer and Information Sciences, General
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
LTI (Logic Technology Inc.) May 2013 - September 2014
The College of Saint Rose April 2012 - May 2013
Skills
Troubleshooting, Visual Studio, Programming, OS X, Windows 7, C#, Java, JavaScript, WPF, .NET, Information Technology, SQL, LINQ, Help Desk Support, Desktop Application..., Computer Hardware, Windows Server, Active Directory, XP, CSS, HTML, Data Structures, Algorithm Design, System Design, PSTools, Batch Files, Web Applications, MySQL, Subversion, XML, Technical Support, Software Development, Software Engineering, IIS, Oracle, OOP, ASP.NET, ASP, Lambda Expressions
Education
The College of Saint Rose 2009 — 2013
Bachelor of Science (BS), Computer and Information Sciences, General
Andrea Blackburn's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2013 - March 2014
Job Accountant at LeverPoint Management, LLC
Industry Accounting
Experience
LeverPoint Management, LLC May 2015 - Present
GE June 2014 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company February 2013 - March 2014
The Ayco Company, L.P., a Goldman Sachs Company August 2012 - February 2013
Education
Siena College 2011 — 2015
Bachelor's degree, Accounting
LeverPoint Management, LLC May 2015 - Present
GE June 2014 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company February 2013 - March 2014
The Ayco Company, L.P., a Goldman Sachs Company August 2012 - February 2013
Education
Siena College 2011 — 2015
Bachelor's degree, Accounting
Manda Silva Manda Silva's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2002 - August 2007
Job Manager at LeverPoint Management, LLC
Industry Accounting
Experience
LeverPoint Management, LLC January 2014 - Present
LeverPoint Management, LLC August 2007 - December 2013
The Ayco Company, L.P., a Goldman Sachs Company January 2002 - August 2007
Skills
Financial Reporting, Fund Administration, Private Equity, Accounting, Venture Capital
Education
State University of New York Empire State College 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Schenectady County Community College
Associate of Arts and Sciences (AAS), Executive Assistant/Executive Secretary
LeverPoint Management, LLC January 2014 - Present
LeverPoint Management, LLC August 2007 - December 2013
The Ayco Company, L.P., a Goldman Sachs Company January 2002 - August 2007
Skills
Financial Reporting, Fund Administration, Private Equity, Accounting, Venture Capital
Education
State University of New York Empire State College 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Schenectady County Community College
Associate of Arts and Sciences (AAS), Executive Assistant/Executive Secretary
Courtney Lang Courtney Lang's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - December 2014
Job Data Analyst at LiveIntent starting October 2015
Industry Marketing and Advertising
Experience
Advanced Information Management January 2015 - August 2015
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - December 2014
National Hockey League June 2013 - August 2013
NYSE Euronext May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, C++, Python, SQL, Microsoft Office, Financial Reporting, Financial Analysis, Organization, Communication, Databases, PowerPoint, Accounting, Finance
Education
Rensselaer Polytechnic Institute 2010 — 2013
Bachelor of Science (B.S.), Mathematics
University of Northern Colorado 2009 — 2010
Bachelor of Science (B.S.), Mathematics
Advanced Information Management January 2015 - August 2015
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - December 2014
National Hockey League June 2013 - August 2013
NYSE Euronext May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, C++, Python, SQL, Microsoft Office, Financial Reporting, Financial Analysis, Organization, Communication, Databases, PowerPoint, Accounting, Finance
Education
Rensselaer Polytechnic Institute 2010 — 2013
Bachelor of Science (B.S.), Mathematics
University of Northern Colorado 2009 — 2010
Bachelor of Science (B.S.), Mathematics
Hilary Atzrott Hilary Atzrott's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - March 2015
Job Sheldon Lobel, P.C.
Industry Law Practice
Experience
Sheldon Lobel, P.C. March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - March 2015
Belkin Burden Wenig & Goldman, LLP September 2013 - May 2014
Belkin Burden Wenig & Goldman, LLP June 2013 - August 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - January 2013
Griffin, Coogan, Blose & Sulzer May 2012 - July 2012
Drake Loeb Heller Kennedy Gogerty Gaba & Rodd June 2011 - August 2011
Greater Newburgh Partnership June 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Skills
Management, Finance, Microsoft Office, Legal Research, Microsoft Word, Leadership, Legal Writing, Real Estate Development, Negotiation, Real Estate, Marketing, Budgets, PowerPoint, Social Networking, Microsoft Excel
Education
Pace University School of Law 2011 — 2014
Juris Doctor (J.D.), Land Use and Real Estate Law
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor's Degree, Business Administration (Finance/Marketing), GPA: 3.49
Our Lady of Lourdes High School 2003 — 2007
Pine Crest - Fort Lauderdale Campus 1998 — 2000
Sheldon Lobel, P.C. March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - March 2015
Belkin Burden Wenig & Goldman, LLP September 2013 - May 2014
Belkin Burden Wenig & Goldman, LLP June 2013 - August 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - January 2013
Griffin, Coogan, Blose & Sulzer May 2012 - July 2012
Drake Loeb Heller Kennedy Gogerty Gaba & Rodd June 2011 - August 2011
Greater Newburgh Partnership June 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Skills
Management, Finance, Microsoft Office, Legal Research, Microsoft Word, Leadership, Legal Writing, Real Estate Development, Negotiation, Real Estate, Marketing, Budgets, PowerPoint, Social Networking, Microsoft Excel
Education
Pace University School of Law 2011 — 2014
Juris Doctor (J.D.), Land Use and Real Estate Law
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor's Degree, Business Administration (Finance/Marketing), GPA: 3.49
Our Lady of Lourdes High School 2003 — 2007
Pine Crest - Fort Lauderdale Campus 1998 — 2000
Colby Barnes's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2014 - August 2014
Job Student at The University of Georgia
Industry Financial Services
Experience
The Walt Disney Company June 2015 - Present
The Walt Disney Company August 2013 - June 2015
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Finance, Administration, Management, Public Speaking, Event Planning, Social Networking, Teamwork, Social Media, Leadership, Time Management, Facebook, Team Leadership, Public Relations, Communication, Financial Analysis, Project Management
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
The Walt Disney Company June 2015 - Present
The Walt Disney Company August 2013 - June 2015
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Finance, Administration, Management, Public Speaking, Event Planning, Social Networking, Teamwork, Social Media, Leadership, Time Management, Facebook, Team Leadership, Public Relations, Communication, Financial Analysis, Project Management
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Bridget Fitzgerald's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job Administrative Assistant, Corporate Development Group at The Ayco Company, L.P., a Goldman Sachs Company
Industry Marketing and Advertising
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
The Ayco Company, L.P. January 2011 - October 2014
The Ayco Company, L.P. May 2010 - December 2010
The Ayco Company, L.P. May 2009 - May 2010
Loisaba Community Conservation Foundation January 2009 - April 2009
Skills
Access, Lotus Notes, SPSS, Google Docs, Marketing, Microsoft Excel, Microsoft Word, Nonprofits, Marketing Strategy, Recruiting, PowerPoint, Sales, Training, Analysis
Education
Siena College 2006 — 2010
Marketing and Management
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
The Ayco Company, L.P. January 2011 - October 2014
The Ayco Company, L.P. May 2010 - December 2010
The Ayco Company, L.P. May 2009 - May 2010
Loisaba Community Conservation Foundation January 2009 - April 2009
Skills
Access, Lotus Notes, SPSS, Google Docs, Marketing, Microsoft Excel, Microsoft Word, Nonprofits, Marketing Strategy, Recruiting, PowerPoint, Sales, Training, Analysis
Education
Siena College 2006 — 2010
Marketing and Management
Tehresa Coles Tehresa Coles's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - December 2014
Job Assurance Associate at Marvin and Company, P.C.
Industry Accounting
Experience
Marvin and Company, P.C. July 2015 - Present
Siena College June 2011 - May 2015
Siena Women's Basketball June 2011 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - December 2014
The Ayco Company, L.P. May 2013 - August 2013
Hannaford September 2009 - February 2010
Kidz Partiez Plus June 2008 - December 2008
Skills
Leadership, Organization, Pay Close Attention to..., Public Speaking, Time Management, PowerPoint, Teamwork, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, Management, Training, Access, Research, Social Media, Social Networking
Education
Siena College 2014 — 2015
Masters in Accounting, Accounting
Siena College 2011 — 2014
Bachelor of Science, Accounting
Colonie Central High School 2007 — 2011
Marvin and Company, P.C. July 2015 - Present
Siena College June 2011 - May 2015
Siena Women's Basketball June 2011 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - December 2014
The Ayco Company, L.P. May 2013 - August 2013
Hannaford September 2009 - February 2010
Kidz Partiez Plus June 2008 - December 2008
Skills
Leadership, Organization, Pay Close Attention to..., Public Speaking, Time Management, PowerPoint, Teamwork, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, Management, Training, Access, Research, Social Media, Social Networking
Education
Siena College 2014 — 2015
Masters in Accounting, Accounting
Siena College 2011 — 2014
Bachelor of Science, Accounting
Colonie Central High School 2007 — 2011
Derrick Mundy Derrick Mundy's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2014 - Present
Job Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
Pinnacle Capital Management, LLC May 2013 - January 2014
Brantling Ski Slopes December 2007 - January 2014
Education
State University of New York at Albany 2011 — 2014
Bachelor of Arts (B.A.), Economics
State University of New York College at Oswego 2010 — 2011
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
Pinnacle Capital Management, LLC May 2013 - January 2014
Brantling Ski Slopes December 2007 - January 2014
Education
State University of New York at Albany 2011 — 2014
Bachelor of Arts (B.A.), Economics
State University of New York College at Oswego 2010 — 2011
Robert Hicks's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2013 - March 2015
Job Analyst at Roundtable Investment Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - March 2015
The Ayco Company, L.P. April 2012 - March 2013
Skills
Series 7, Series 66, Series 3, Wealth Management, Investments, Asset Allocation, Financial Analysis, Financial Planning, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office
Education
Union Graduate College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Roundtable Investment Partners & Carleon Capital Partners March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - March 2015
The Ayco Company, L.P. April 2012 - March 2013
Skills
Series 7, Series 66, Series 3, Wealth Management, Investments, Asset Allocation, Financial Analysis, Financial Planning, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office
Education
Union Graduate College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Shane McGovern Shane McGovern's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2013 - August 2014
Job Assistant Accountant at Turner Construction Company
Industry Accounting
Experience
Turner Construction Company June 2015 - Present
Mottco Contracting July 2005 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company September 2013 - August 2014
Skills
Microsoft Word, Microsoft Excel, Time Management, Accounting, Customer Service, Microsoft Office, PowerPoint, Financial Accounting, Access, Outlook, Financial Reporting, Team Leadership, Mathematics, Teamwork, Public Speaking
Education
Siena College 2010 — 2014
Bachelor of Science, Accounting
Siena College
Bachelor's degree, Accounting
Turner Construction Company June 2015 - Present
Mottco Contracting July 2005 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company September 2013 - August 2014
Skills
Microsoft Word, Microsoft Excel, Time Management, Accounting, Customer Service, Microsoft Office, PowerPoint, Financial Accounting, Access, Outlook, Financial Reporting, Team Leadership, Mathematics, Teamwork, Public Speaking
Education
Siena College 2010 — 2014
Bachelor of Science, Accounting
Siena College
Bachelor's degree, Accounting
Dennis Manning Dennis Manning's The Ayco Company, L.P., a Goldman Sachs Company Experience April 2011 - February 2015
Job Database Administrator at Davis Vision
Industry Financial Services
Experience
Davis Vision February 2015 - Present
The Sage Colleges March 2007 - Present
The Ayco Company, L.P., a Goldman Sachs Company April 2011 - February 2015
StarTech Total Data Solutions February 2006 - April 2011
Worldwide Learning Services February 2003 - February 2006
Skills
Customer Service, Microsoft Office, Project Management, Access, Data Analysis, Microsoft Excel, Troubleshooting, Databases, Microsoft SQL Server, SQL, Management, Networking, Team Building, Leadership
Education
Norwich University 1996 — 1998
Master's Degree, Management
State University of New York Empire State College 1991 — 1993
Master's Degree, Labor Studies
Southern Vermont College 1981 — 1983
Bachelor's degree, Business Management
Davis Vision February 2015 - Present
The Sage Colleges March 2007 - Present
The Ayco Company, L.P., a Goldman Sachs Company April 2011 - February 2015
StarTech Total Data Solutions February 2006 - April 2011
Worldwide Learning Services February 2003 - February 2006
Skills
Customer Service, Microsoft Office, Project Management, Access, Data Analysis, Microsoft Excel, Troubleshooting, Databases, Microsoft SQL Server, SQL, Management, Networking, Team Building, Leadership
Education
Norwich University 1996 — 1998
Master's Degree, Management
State University of New York Empire State College 1991 — 1993
Master's Degree, Labor Studies
Southern Vermont College 1981 — 1983
Bachelor's degree, Business Management
Robert Risk Robert Risk's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
Prospera Financial 2013 - 2014
Skills
Finance, Corporate Finance, Consulting, Economics, Microsoft Excel, Research, Long-term Customer..., Microsoft Office, Team Management, Financial Analysis, Financial Services, Investments, Event Planning, Accounting
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
Prospera Financial 2013 - 2014
Skills
Finance, Corporate Finance, Consulting, Economics, Microsoft Excel, Research, Long-term Customer..., Microsoft Office, Team Management, Financial Analysis, Financial Services, Investments, Event Planning, Accounting
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Sara Casale's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2014 - 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 May 2014 - Present
Rochester Office of Senator Kirsten E. Gillibrand August 2013 - April 2014
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - August 2013
Google August 2012 - May 2013
Mintz Levin June 2012 - August 2012
Skills
Administrative Work, Political Science, Research, Data Analysis, Letter Writing, Editing, Event Planning, Fundraising, Microsoft Office, Microsoft Office..., Google Docs, Blogging, Spanish, Community Outreach, Public Speaking, Microsoft Excel, PowerPoint, Outlook, Proofreading, Microsoft Word
Education
State University of New York College at Geneseo 2011 — 2014
Bachelor of Arts (BA), Political Science
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - Present
Rochester Office of Senator Kirsten E. Gillibrand August 2013 - April 2014
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - August 2013
Google August 2012 - May 2013
Mintz Levin June 2012 - August 2012
Skills
Administrative Work, Political Science, Research, Data Analysis, Letter Writing, Editing, Event Planning, Fundraising, Microsoft Office, Microsoft Office..., Google Docs, Blogging, Spanish, Community Outreach, Public Speaking, Microsoft Excel, PowerPoint, Outlook, Proofreading, Microsoft Word
Education
State University of New York College at Geneseo 2011 — 2014
Bachelor of Arts (BA), Political Science
Daniel Park, CFP® Daniel Park, CFP®'s The Ayco Company, L.P., a Goldman Sachs Company Experience June 2004 - February 2012
Job President Client Services at Dendron Advisors, LLC
Industry Financial Services
Experience
Dendron Advisors, LLC January 2014 - Present
Black Coral Financial Advisors, LLC March 2012 - December 2013
The Ayco Company, L.P., a Goldman Sachs Company June 2004 - February 2012
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Investment Advisory, Investments, Retirement, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Finance, Equities, Asset Management, Fixed Income, Insurance, Hedge Funds, Securities, Financial Analysis, Marketing, Financial Services, College Savings Plans, Cash Flow, Income Tax, Tax Preparation, Tax Returns, Employee Benefits, Estate Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Dendron Advisors, LLC January 2014 - Present
Black Coral Financial Advisors, LLC March 2012 - December 2013
The Ayco Company, L.P., a Goldman Sachs Company June 2004 - February 2012
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Investment Advisory, Investments, Retirement, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Finance, Equities, Asset Management, Fixed Income, Insurance, Hedge Funds, Securities, Financial Analysis, Marketing, Financial Services, College Savings Plans, Cash Flow, Income Tax, Tax Preparation, Tax Returns, Employee Benefits, Estate Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Scott Calhoun Scott Calhoun's The Ayco Company, L.P., a Goldman Sachs Company Experience April 1997 - July 2006
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2006 - Present
The Ayco Company, L.P., a Goldman Sachs Company April 1997 - July 2006
Skills
Series 63, Series 7, CRPC, Retirement Planning, Wealth Management, Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Estate Planning, Life Insurance
Education
The College of Saint Rose 1994 — 1996
Master of Business Administration (MBA), Business/Commerce, General
Siena College 1987 — 1991
Bachelor of Science (BS), Mathematics
Merrill Lynch July 2006 - Present
The Ayco Company, L.P., a Goldman Sachs Company April 1997 - July 2006
Skills
Series 63, Series 7, CRPC, Retirement Planning, Wealth Management, Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Estate Planning, Life Insurance
Education
The College of Saint Rose 1994 — 1996
Master of Business Administration (MBA), Business/Commerce, General
Siena College 1987 — 1991
Bachelor of Science (BS), Mathematics
Stephen Casavant Stephen Casavant's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - Present
Job Client Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P. May 2012 - May 2014
WVCR 88.3 The Saint September 2009 - May 2012
Rite Aid January 2010 - August 2011
Youth Baseball Camp June 2008 - June 2011
Siena College September 2009 - March 2010
Skills
Economics, Psychology, Health Psychology, Labor Economics, Economic Policy, Customer Service, Communication, Writing, Radio Broadcasting, Coaching, Microsoft Excel, Microsoft Word, PowerPoint
Education
State University of New York at Albany 2013 — 2014
Master's degree, Economics
Siena College 2009 — 2013
Bachelor of Arts (BA), Economics and Psychology
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P. May 2012 - May 2014
WVCR 88.3 The Saint September 2009 - May 2012
Rite Aid January 2010 - August 2011
Youth Baseball Camp June 2008 - June 2011
Siena College September 2009 - March 2010
Skills
Economics, Psychology, Health Psychology, Labor Economics, Economic Policy, Customer Service, Communication, Writing, Radio Broadcasting, Coaching, Microsoft Excel, Microsoft Word, PowerPoint
Education
State University of New York at Albany 2013 — 2014
Master's degree, Economics
Siena College 2009 — 2013
Bachelor of Arts (BA), Economics and Psychology
Alex DeAlmeida Alex DeAlmeida's The Ayco Company, L.P., a Goldman Sachs Company Experience February 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 February 2013 - Present
Frankie's Bar & Grill July 2012 - May 2014
Boardwalk Bar & Grill May 2010 - July 2012
Consolidated Construction Management Services Inc. September 2011 - March 2012
Quinnipiac University School of Business August 2010 - May 2011
Skills
Bloomberg, PowerPoint, Capital IQ, Financial Analysis, Research, Fixed Income, Financial Modeling, Access, Investments, Valuation, Public Speaking, Retirement Planning, Portfolio Management, Series 63, Asset Allocation, Strategic Financial...
Education
Quinnipiac University 2010 — 2011
MBA, CFA Chartered Financial Analyst Track
Quinnipiac University 2006 — 2010
Bachelor of Science, Finance
Christian Brothers Academy 2002 — 2006
The Ayco Company, L.P., a Goldman Sachs Company February 2013 - Present
Frankie's Bar & Grill July 2012 - May 2014
Boardwalk Bar & Grill May 2010 - July 2012
Consolidated Construction Management Services Inc. September 2011 - March 2012
Quinnipiac University School of Business August 2010 - May 2011
Skills
Bloomberg, PowerPoint, Capital IQ, Financial Analysis, Research, Fixed Income, Financial Modeling, Access, Investments, Valuation, Public Speaking, Retirement Planning, Portfolio Management, Series 63, Asset Allocation, Strategic Financial...
Education
Quinnipiac University 2010 — 2011
MBA, CFA Chartered Financial Analyst Track
Quinnipiac University 2006 — 2010
Bachelor of Science, Finance
Christian Brothers Academy 2002 — 2006
Chris Shaver's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job Analyst at The Ayco Company
Industry Banking
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
KeyBank August 2013 - September 2014
KeyBank September 2012 - August 2013
KeyBank June 2011 - September 2012
Enterprise Rent-A-Car June 2010 - February 2011
Northwestern Mutual June 2009 - January 2010
Skills
Banking, Insurance, Microsoft Office, Customer Service, Excel, PowerPoint, Credit, Financial Analysis, Sales, Loans, Finance, Relationship Management, Microsoft Excel, Management, Training
Education
Siena College 2007 — 2011
B.S., Finance
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
KeyBank August 2013 - September 2014
KeyBank September 2012 - August 2013
KeyBank June 2011 - September 2012
Enterprise Rent-A-Car June 2010 - February 2011
Northwestern Mutual June 2009 - January 2010
Skills
Banking, Insurance, Microsoft Office, Customer Service, Excel, PowerPoint, Credit, Financial Analysis, Sales, Loans, Finance, Relationship Management, Microsoft Excel, Management, Training
Education
Siena College 2007 — 2011
B.S., Finance
Jason Greco's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2013 - June 2015
Job Chief Technology Officer at Ayco, a Goldman Sachs Company
Industry Information Technology and Services
Experience
Ayco, a Goldman Sachs Company June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company February 2013 - June 2015
Rational Retention April 2012 - January 2013
CommerceHub April 2010 - April 2012
CommerceHub November 2007 - April 2010
CGI May 2007 - November 2007
NYISO May 2005 - May 2007
NYISO April 2001 - May 2005
Systems1 September 2000 - April 2001
Synquest July 1999 - September 2000
Skills
SDLC, Agile Methodologies, Software Development, Team Leadership, Cloud Computing, Enterprise Architecture, Software Project..., Project Management, IT Strategy, Scrum, Cross-functional Team..., Team Building, Information Technology, Change Management, Java, Web Applications, Software Engineering, Business Analysis, Agile Project Management, Java Enterprise Edition, Organizational Change, Oracle, Microsoft SQL Server
Education
State University of New York College at Oneonta 1996 — 1998
BA, Music & Business Concentrations
Shenendehowa 1989 — 1992
Regents
Ayco, a Goldman Sachs Company June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company February 2013 - June 2015
Rational Retention April 2012 - January 2013
CommerceHub April 2010 - April 2012
CommerceHub November 2007 - April 2010
CGI May 2007 - November 2007
NYISO May 2005 - May 2007
NYISO April 2001 - May 2005
Systems1 September 2000 - April 2001
Synquest July 1999 - September 2000
Skills
SDLC, Agile Methodologies, Software Development, Team Leadership, Cloud Computing, Enterprise Architecture, Software Project..., Project Management, IT Strategy, Scrum, Cross-functional Team..., Team Building, Information Technology, Change Management, Java, Web Applications, Software Engineering, Business Analysis, Agile Project Management, Java Enterprise Edition, Organizational Change, Oracle, Microsoft SQL Server
Education
State University of New York College at Oneonta 1996 — 1998
BA, Music & Business Concentrations
Shenendehowa 1989 — 1992
Regents
David Troiano David Troiano's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2014 - Present
Job Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
City of Schenectady May 2012 - August 2013
Skills
Microsoft Excel, Budgets, Microsoft Word, Financial Modeling, Bloomberg, Financial Analysis, Finance, Valuation, Strategic Planning, Bloomberg Terminal, Research, Access, Strategic Financial...
Education
Siena College 2010 — 2014
Bachelor of Science (BS), Finance, General
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
City of Schenectady May 2012 - August 2013
Skills
Microsoft Excel, Budgets, Microsoft Word, Financial Modeling, Bloomberg, Financial Analysis, Finance, Valuation, Strategic Planning, Bloomberg Terminal, Research, Access, Strategic Financial...
Education
Siena College 2010 — 2014
Bachelor of Science (BS), Finance, General
Jenna Crupi Jenna Crupi's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - Present
Job Analyst Data Integration
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - Present
Albany Lacrosse Club February 2015 - Present
Southern New Hampshire University September 2012 - May 2014
Southern New Hampshire University September 2012 - April 2014
Southern New Hampshire Women's Lacrosse Team June 2012 - April 2014
Southern New Hampshire University Academic Advising Office February 2011 - April 2014
Bloomberg Institute January 2013 - April 2013
Delmonico's Italian Steakhouse August 2009 - January 2013
Skills
Student Affairs, Public Speaking, Research, Academic Advising, Teaching, PowerPoint, Social Media, Facebook, Microsoft Office, Admissions, Student Counseling, Leadership, Team Leadership, Team Management, Customer Service, Organizational..., Teamwork, Microsoft Excel
Education
Southern New Hampshire University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance, and Marketing
Southern New Hampshire University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance and Marketing, 3.721
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - Present
Albany Lacrosse Club February 2015 - Present
Southern New Hampshire University September 2012 - May 2014
Southern New Hampshire University September 2012 - April 2014
Southern New Hampshire Women's Lacrosse Team June 2012 - April 2014
Southern New Hampshire University Academic Advising Office February 2011 - April 2014
Bloomberg Institute January 2013 - April 2013
Delmonico's Italian Steakhouse August 2009 - January 2013
Skills
Student Affairs, Public Speaking, Research, Academic Advising, Teaching, PowerPoint, Social Media, Facebook, Microsoft Office, Admissions, Student Counseling, Leadership, Team Leadership, Team Management, Customer Service, Organizational..., Teamwork, Microsoft Excel
Education
Southern New Hampshire University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance, and Marketing
Southern New Hampshire University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance and Marketing, 3.721
Noelle Tullio Noelle Tullio's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2011 - April 2012
Job Consultant
Industry Financial Services
Experience
The Advisory Board Company September 2013 - Present
Navigant Consulting August 2012 - September 2013
The Ayco Company, L.P., A Goldman Sachs Company September 2011 - April 2012
Bay Crest Partners, LLC May 2010 - August 2010
First National Bank of Scotia May 2009 - January 2010
Skills
Bloomberg, Portfolio Management, Analysis, Valuation, Finance, Investments, Financial Modeling, Due Diligence
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Finance, Marketing
Syracuse University in Florence, Italy
The Advisory Board Company September 2013 - Present
Navigant Consulting August 2012 - September 2013
The Ayco Company, L.P., A Goldman Sachs Company September 2011 - April 2012
Bay Crest Partners, LLC May 2010 - August 2010
First National Bank of Scotia May 2009 - January 2010
Skills
Bloomberg, Portfolio Management, Analysis, Valuation, Finance, Investments, Financial Modeling, Due Diligence
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Finance, Marketing
Syracuse University in Florence, Italy
Dena Leonelli Dena Leonelli's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job Intern Operations at The Ayco Company, L.P., a Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
Franciscan Center for Service and Advocacy September 2011 - Present
The Nielsen Company June 2014 - July 2014
Siena College August 2013 - December 2013
Skills
PowerPoint, Access, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Teamwork, Event Planning, Financial Accounting, Italian, Microsoft Publisher, Google Docs, Tax Returns, Accounting
Education
Siena College 2015 — 2016
Master of Science (MS), Accounting
Siena College 2011 — 2015
Bachelor of Science (BS), Accounting, 3.71
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
Franciscan Center for Service and Advocacy September 2011 - Present
The Nielsen Company June 2014 - July 2014
Siena College August 2013 - December 2013
Skills
PowerPoint, Access, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Teamwork, Event Planning, Financial Accounting, Italian, Microsoft Publisher, Google Docs, Tax Returns, Accounting
Education
Siena College 2015 — 2016
Master of Science (MS), Accounting
Siena College 2011 — 2015
Bachelor of Science (BS), Accounting, 3.71
Scharf Christopher's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2013 - Present
Job New York Region 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 October 2013 - Present
The Fortus Group May 2010 - September 2013
Morgan Stanley May 2011 - September 2011
Skills
Bloomberg, Economics, Finance, Financial Analysis, Bloomberg Terminal, Strategic Financial..., Microsoft Office, Sales, Leadership, Teamwork
Education
Union Graduate College 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Siena College 2009 — 2013
Bachelor's degree, Finance, General
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - Present
The Fortus Group May 2010 - September 2013
Morgan Stanley May 2011 - September 2011
Skills
Bloomberg, Economics, Finance, Financial Analysis, Bloomberg Terminal, Strategic Financial..., Microsoft Office, Sales, Leadership, Teamwork
Education
Union Graduate College 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Siena College 2009 — 2013
Bachelor's degree, Finance, General
Paul D'Elia, CFP® Paul D'Elia, CFP®'s The Ayco Company, L.P., a Goldman Sachs Company Experience September 2007 - Present
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2007 - Present
UBS Wealth Management May 2006 - August 2006
AXA Advisors May 2005 - August 2005
Skills
Financial Planning, Retirement Planning, Estate Planning, Investments, Insurance, Wealth Management, Series 7, Life & Health Insurance..., Series 66, Financial Planners, Strategic Financial..., High Net Worth..., Employee Benefits, Asset Allocation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2012
MBA, Finance and Global Business
NYU School of Continuing & Professional Studies 2007 — 2009
Certificate in Financial Planning
Syracuse University 2003 — 2007
BS, Finance and Entrepreneurship
Chaminade High School 1999 — 2003
High School Diploma
The Ayco Company, L.P., a Goldman Sachs Company September 2007 - Present
UBS Wealth Management May 2006 - August 2006
AXA Advisors May 2005 - August 2005
Skills
Financial Planning, Retirement Planning, Estate Planning, Investments, Insurance, Wealth Management, Series 7, Life & Health Insurance..., Series 66, Financial Planners, Strategic Financial..., High Net Worth..., Employee Benefits, Asset Allocation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2012
MBA, Finance and Global Business
NYU School of Continuing & Professional Studies 2007 — 2009
Certificate in Financial Planning
Syracuse University 2003 — 2007
BS, Finance and Entrepreneurship
Chaminade High School 1999 — 2003
High School Diploma
Patrick Brosnan Patrick Brosnan's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2008 - August 2010
Job Environmental Associate at CAMS eSPARC, LLC
Industry Law Practice
Experience
CAMS eSPARC, LLC June 2015 - Present
Veneruso, Curto, Schwartz & Curto, LLP May 2013 - May 2015
New York Environmental Law and Justice Project September 2012 - November 2012
Pace Environmental Litigation Clinic May 2012 - August 2012
National Delegation of Grenada for the United Nations Conference on Sustainable Development (UNCSD) June 2012 - June 2012
Permanent Mission of Grenada to the United Nations January 2012 - June 2012
Fundação Getulio Vargas June 2011 - July 2011
The Ayco Company, L.P., a Goldman Sachs Company June 2008 - August 2010
Skills
Research, Policy, Legal Issues, Legal Writing, Legal Research, Proposal Writing, Public Policy, Civil Litigation, Licensing, Westlaw, Lexis, Courts, Real Property, Real Estate Transactions, Landlord Tenant Disputes, Litigation, Corporate Law, Environmental Issues, LexisNexis
Education
Pace University School of Law 2010 — 2013
J.D., Certificates in Environmental Law and International Law, cum laude
State University of New York College at Oneonta 2004 — 2008
Bachelor of Science (BS), Chemistry and Business Economics
CAMS eSPARC, LLC June 2015 - Present
Veneruso, Curto, Schwartz & Curto, LLP May 2013 - May 2015
New York Environmental Law and Justice Project September 2012 - November 2012
Pace Environmental Litigation Clinic May 2012 - August 2012
National Delegation of Grenada for the United Nations Conference on Sustainable Development (UNCSD) June 2012 - June 2012
Permanent Mission of Grenada to the United Nations January 2012 - June 2012
Fundação Getulio Vargas June 2011 - July 2011
The Ayco Company, L.P., a Goldman Sachs Company June 2008 - August 2010
Skills
Research, Policy, Legal Issues, Legal Writing, Legal Research, Proposal Writing, Public Policy, Civil Litigation, Licensing, Westlaw, Lexis, Courts, Real Property, Real Estate Transactions, Landlord Tenant Disputes, Litigation, Corporate Law, Environmental Issues, LexisNexis
Education
Pace University School of Law 2010 — 2013
J.D., Certificates in Environmental Law and International Law, cum laude
State University of New York College at Oneonta 2004 — 2008
Bachelor of Science (BS), Chemistry and Business Economics
Rebecca Curley's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - May 2015
Job Associate Account Executive at Epsilon
Industry Marketing and Advertising
Experience
Epsilon September 2015 - Present
Aqua Jet Pools, Spas, and Patio Furniture May 2012 - September 2015
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - May 2015
Siena College September 2011 - May 2015
Siena College Alumni Relations September 2014 - December 2014
Doctored Apps April 2013 - November 2013
Skills
Marketing, Event Planning, Leadership, Public Speaking, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Research, SPSS, Qualtrics, Customer Service, Teamwork
Education
Siena College 2011 — 2015
Bachelor of Science (BS), Marketing, Senior
Epsilon September 2015 - Present
Aqua Jet Pools, Spas, and Patio Furniture May 2012 - September 2015
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - May 2015
Siena College September 2011 - May 2015
Siena College Alumni Relations September 2014 - December 2014
Doctored Apps April 2013 - November 2013
Skills
Marketing, Event Planning, Leadership, Public Speaking, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Research, SPSS, Qualtrics, Customer Service, Teamwork
Education
Siena College 2011 — 2015
Bachelor of Science (BS), Marketing, Senior
Paul Clickman's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2012 - Present
Job Senior Vice President Corporate Development Group at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., A Goldman Sachs Company November 2012 - Present
The Ayco Company, L.P., a Goldman Sachs Company November 2011 - November 2012
The Ayco Company September 2007 - September 2011
Certified Marketing Services, Inc. May 1992 - July 2000
Skills
Benefits Communication, Financial Planning, Customer Relations, Sales Management, Investments, New Business Development, Risk Management, Wealth Management, Financial Advisory, Strategic Financial..., Financial Analysis, Mutual Funds
Education
Siena College 1992 — 1995
Bachelor of Science (BS), Political Science and Government (cum laude)
The Ayco Company, L.P., A Goldman Sachs Company November 2012 - Present
The Ayco Company, L.P., a Goldman Sachs Company November 2011 - November 2012
The Ayco Company September 2007 - September 2011
Certified Marketing Services, Inc. May 1992 - July 2000
Skills
Benefits Communication, Financial Planning, Customer Relations, Sales Management, Investments, New Business Development, Risk Management, Wealth Management, Financial Advisory, Strategic Financial..., Financial Analysis, Mutual Funds
Education
Siena College 1992 — 1995
Bachelor of Science (BS), Political Science and Government (cum laude)
Rodney Smith's The Ayco Company, L.P., a Goldman Sachs Company Experience March 1998 - July 2009
Job Technical Recruiter at Universal Technologies
Industry Education Management
Experience
Albany County Nursing Home June 2015 - Present
Universal Technologies March 2015 - Present
ITT Technical Institute September 2014 - March 2015
Green Tech High Charter School September 2013 - June 2014
Green Tech Charter High School July 2009 - September 2013
The Ayco Company, L.P., a Goldman Sachs Company March 1998 - July 2009
Robert Half Finance & Accounting July 2006 - July 2007
The Golub Corp/Price Chopper Supermarkets May 2005 - July 2006
Albany Firebirds (Arena Football League) 1991 - 2005
Parsons Child and Family Ctr October 1992 - March 1998
Skills
Recruiting, Human Resources, Employee Benefits, Management, Program Management, College Recruiting, Resume Writing, Coaching, Talent Management, Customer Service, Public Speaking, Applicant Tracking..., Microsoft Office, Performance Management, Strategic Planning, Administration, Training, Leadership, Leadership Development, Staff Development, Hiring, Team Building, Organizational...
Education
State University of New York at Albany 2002 — 2005
MBA, Business Administration and Management, General
Towson University 1985 — 1990
BS, Business Administration
baltimore polytech
Albany County Nursing Home June 2015 - Present
Universal Technologies March 2015 - Present
ITT Technical Institute September 2014 - March 2015
Green Tech High Charter School September 2013 - June 2014
Green Tech Charter High School July 2009 - September 2013
The Ayco Company, L.P., a Goldman Sachs Company March 1998 - July 2009
Robert Half Finance & Accounting July 2006 - July 2007
The Golub Corp/Price Chopper Supermarkets May 2005 - July 2006
Albany Firebirds (Arena Football League) 1991 - 2005
Parsons Child and Family Ctr October 1992 - March 1998
Skills
Recruiting, Human Resources, Employee Benefits, Management, Program Management, College Recruiting, Resume Writing, Coaching, Talent Management, Customer Service, Public Speaking, Applicant Tracking..., Microsoft Office, Performance Management, Strategic Planning, Administration, Training, Leadership, Leadership Development, Staff Development, Hiring, Team Building, Organizational...
Education
State University of New York at Albany 2002 — 2005
MBA, Business Administration and Management, General
Towson University 1985 — 1990
BS, Business Administration
baltimore polytech
Michael Genovese's The Ayco Company, L.P., a Goldman Sachs Company Experience 1993 - 1995
Job Financial Products Specialist at Internal Revenue Service
Industry Financial Services
Experience
Internal Revenue Service April 2009 - Present
Citi 2005 - April 2009
PNC 2002 - 2005
Nationwide Financial 2001 - 2002
Merrill Lynch 1995 - 2001
The Ayco Company, L.P., a Goldman Sachs Company 1993 - 1995
Law Firm Experience 1990 - 1993
CPA Firm & Accounting Experience 1981 - 1990
Skills
Financial Analysis, Risk Management, Banking, Accounting, Finance, Financial Reporting, Financial Risk, Internal Controls, Microsoft Office, Financial Services, Internal Audit
Education
Seton Hall University School of Law 1987 — 1991
Doctor of Law (JD), Estate and Trust Law/Tax Law
Villanova University 1975 — 1980
Bachelor of Science (BS), Accounting
Internal Revenue Service April 2009 - Present
Citi 2005 - April 2009
PNC 2002 - 2005
Nationwide Financial 2001 - 2002
Merrill Lynch 1995 - 2001
The Ayco Company, L.P., a Goldman Sachs Company 1993 - 1995
Law Firm Experience 1990 - 1993
CPA Firm & Accounting Experience 1981 - 1990
Skills
Financial Analysis, Risk Management, Banking, Accounting, Finance, Financial Reporting, Financial Risk, Internal Controls, Microsoft Office, Financial Services, Internal Audit
Education
Seton Hall University School of Law 1987 — 1991
Doctor of Law (JD), Estate and Trust Law/Tax Law
Villanova University 1975 — 1980
Bachelor of Science (BS), Accounting
Thomas D'Angelo's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2013 - Present
Job Vice President Goldman Sachs Family Office at Ayco/Goldman Sachs
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company August 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2013 - July 2013
The Ayco Company, L.P., a Goldman Sachs Company January 2010 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company July 2009 - December 2009
The Ayco Company, L.P., a Goldman Sachs Company July 2008 - June 2009
The Ayco Company, L.P., a Goldman Sachs Company September 2007 - June 2008
The Ayco Company, L.P., a Goldman Sachs Company September 2006 - September 2007
Superior Court of New Jersey September 2005 - August 2006
Skills
Financial Planning, Tax Preparation, Income Tax, Tax Accounting, Estate Tax Planning, Inheritance Tax Planning, Investment Advisory, Investment Strategies, Health Insurance, Insurance Planning, Employee Benefits, Estate Planning, Financial Advisory, Asset Allocation, Strategic Financial..., Retirement Planning, Insurance, Finance, Wealth, Trusts, Equities, Fixed Annuities, Investment Management, Tax, Wealth Management, Mutual Funds, Investments, Securities, Series 7, 401k, Asset Management, Alternative Investments, Personal Financial..., Hedge Funds, Portfolio Management, Fixed Income
Education
Syracuse University College of Law 2000 — 2003
Juris Doctor, Law
State University of New York College at Geneseo 1996 — 2000
B.S., Accounting
The Ayco Company, L.P., a Goldman Sachs Company August 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2013 - July 2013
The Ayco Company, L.P., a Goldman Sachs Company January 2010 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company July 2009 - December 2009
The Ayco Company, L.P., a Goldman Sachs Company July 2008 - June 2009
The Ayco Company, L.P., a Goldman Sachs Company September 2007 - June 2008
The Ayco Company, L.P., a Goldman Sachs Company September 2006 - September 2007
Superior Court of New Jersey September 2005 - August 2006
Skills
Financial Planning, Tax Preparation, Income Tax, Tax Accounting, Estate Tax Planning, Inheritance Tax Planning, Investment Advisory, Investment Strategies, Health Insurance, Insurance Planning, Employee Benefits, Estate Planning, Financial Advisory, Asset Allocation, Strategic Financial..., Retirement Planning, Insurance, Finance, Wealth, Trusts, Equities, Fixed Annuities, Investment Management, Tax, Wealth Management, Mutual Funds, Investments, Securities, Series 7, 401k, Asset Management, Alternative Investments, Personal Financial..., Hedge Funds, Portfolio Management, Fixed Income
Education
Syracuse University College of Law 2000 — 2003
Juris Doctor, Law
State University of New York College at Geneseo 1996 — 2000
B.S., Accounting
Christopher Cucinella's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job QA Engineer at The Ayco Company, L.P., a Goldman Sachs Company
Industry Computer Software
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
CommerceHub June 2012 - January 2015
Flow Management Technologies November 2010 - June 2012
Transfinder October 2007 - November 2010
Frontier Communications January 2004 - May 2007
Kronos September 2000 - August 2003
Rational Software August 1997 - August 2000
TracePoint Technologies 1996 - 1997
General Magic August 1996 - November 1996
Skills
SQL, Test Automation, Groovy, Java, Technical Support, Microsoft Excel, Testing, Software Quality..., Selenium, HTML, NetBeans, QA Engineering, Microsoft Office, Customer Service, Quality Assurance, Salesforce.com, Training, Cloud Computing, Agile Methodologies, Troubleshooting, XPath, XML, Software Development, JIRA, Process Improvement, Automated Software..., MapInfo, Software Engineering, Performance Testing, Object Oriented Design, Functional Testing, GIS, MapBasic, Mercurial, Business Analysis, Microsoft SQL Server, Web Applications, Agile Project Management, Selenium Testing, Chef, Ruby, Sensu, Bamboo, Scrum, Databases, Web Services
Education
UC Santa Cruz Extension 1998 — 1999
Windows Programing Certificate
State University of New York College at Plattsburgh 1990 — 1995
Economics
Northville Central School 1984 — 1990
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
CommerceHub June 2012 - January 2015
Flow Management Technologies November 2010 - June 2012
Transfinder October 2007 - November 2010
Frontier Communications January 2004 - May 2007
Kronos September 2000 - August 2003
Rational Software August 1997 - August 2000
TracePoint Technologies 1996 - 1997
General Magic August 1996 - November 1996
Skills
SQL, Test Automation, Groovy, Java, Technical Support, Microsoft Excel, Testing, Software Quality..., Selenium, HTML, NetBeans, QA Engineering, Microsoft Office, Customer Service, Quality Assurance, Salesforce.com, Training, Cloud Computing, Agile Methodologies, Troubleshooting, XPath, XML, Software Development, JIRA, Process Improvement, Automated Software..., MapInfo, Software Engineering, Performance Testing, Object Oriented Design, Functional Testing, GIS, MapBasic, Mercurial, Business Analysis, Microsoft SQL Server, Web Applications, Agile Project Management, Selenium Testing, Chef, Ruby, Sensu, Bamboo, Scrum, Databases, Web Services
Education
UC Santa Cruz Extension 1998 — 1999
Windows Programing Certificate
State University of New York College at Plattsburgh 1990 — 1995
Economics
Northville Central School 1984 — 1990
Jim Lilley's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2004 - May 2006
Job Wealth Advisor, Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo June 2006 - February 2013
The Ayco Company, L.P., a Goldman Sachs Company September 2004 - May 2006
Skills
Asset Allocation, Retirement, Multi-generational..., Relationship Management, Finance, Credit
Education
SUNY Buffalo Law School 2000 — 2004
Juris Doctor (J.D.)
State University of New York at Buffalo - School of Management 2000 — 2004
Master of Business Administration (M.B.A.)
University of Rochester 1996 — 2000
Bachelor's Degree, Economics
Canisius High School 1992 — 1996
High School
Wells Fargo March 2013 - Present
Wells Fargo June 2006 - February 2013
The Ayco Company, L.P., a Goldman Sachs Company September 2004 - May 2006
Skills
Asset Allocation, Retirement, Multi-generational..., Relationship Management, Finance, Credit
Education
SUNY Buffalo Law School 2000 — 2004
Juris Doctor (J.D.)
State University of New York at Buffalo - School of Management 2000 — 2004
Master of Business Administration (M.B.A.)
University of Rochester 1996 — 2000
Bachelor's Degree, Economics
Canisius High School 1992 — 1996
High School
Ryan Anderson, CFA's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2003 - July 2010
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS July 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company July 2003 - July 2010
Education
Trinity University
Bachelor of Science (B.S.), Business Administration
UBS July 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company July 2003 - July 2010
Education
Trinity University
Bachelor of Science (B.S.), Business Administration
Patrick Ganley's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2013 - August 2014
Job Ayco Private Wealth Management
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2013 - August 2014
The Ayco Company, L.P., a Goldman Sachs Company January 2011 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company July 2009 - December 2010
The Ayco Company, L.P., a Goldman Sachs Company October 2007 - June 2009
Guardian Loan Company November 2005 - August 2007
Guardian Loan Company December 2002 - November 2005
Skills
Management, Budgets, Investments, Insurance, Financial Analysis, Retirement
Education
The Sage Colleges-Sage Graduate School 2000 — 2002
MBA, Business Management
Siena College 1996 — 2000
BS, Marketing/Management
The Ayco Company, L.P., a Goldman Sachs Company January 2013 - August 2014
The Ayco Company, L.P., a Goldman Sachs Company January 2011 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company July 2009 - December 2010
The Ayco Company, L.P., a Goldman Sachs Company October 2007 - June 2009
Guardian Loan Company November 2005 - August 2007
Guardian Loan Company December 2002 - November 2005
Skills
Management, Budgets, Investments, Insurance, Financial Analysis, Retirement
Education
The Sage Colleges-Sage Graduate School 2000 — 2002
MBA, Business Management
Siena College 1996 — 2000
BS, Marketing/Management
Brian Foust's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2004 - Present
Job Trader at Ayco
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company December 2004 - Present
Skills
Series 7, Series 66, Series 3, Bloomberg, Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Equities, Fixed Income, Hedge Funds, Alternative Investments, Derivatives Trading, Private Equity, Private Banking
Education
Siena College 2000 — 2004
The Ayco Company, L.P., a Goldman Sachs Company December 2004 - Present
Skills
Series 7, Series 66, Series 3, Bloomberg, Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Equities, Fixed Income, Hedge Funds, Alternative Investments, Derivatives Trading, Private Equity, Private Banking
Education
Siena College 2000 — 2004
Eric Vernsten's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2013 - Present
Job Analyst 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
Southern Illinois University School of Law August 2011 - May 2013
HeplerBroom LLC May 2012 - August 2012
Skills
Legal Research, Public Speaking, Westlaw, Higher Education, Legal Writing, Social Media, Microsoft Office, Fundraising, Nonprofits, Editing, PowerPoint, Marketing
Education
Southern Illinois University College of Business 2011 — 2013
Master of Business Administration (MBA), 3.875
Southern Illinois University School of Law 2011 — 2013
Doctor of Law (J.D.), 3.3
University of Illinois at Urbana-Champaign 2005 — 2009
BA, History, 3.13
The Ayco Company, L.P., a Goldman Sachs Company August 2013 - Present
Southern Illinois University School of Law August 2011 - May 2013
HeplerBroom LLC May 2012 - August 2012
Skills
Legal Research, Public Speaking, Westlaw, Higher Education, Legal Writing, Social Media, Microsoft Office, Fundraising, Nonprofits, Editing, PowerPoint, Marketing
Education
Southern Illinois University College of Business 2011 — 2013
Master of Business Administration (MBA), 3.875
Southern Illinois University School of Law 2011 — 2013
Doctor of Law (J.D.), 3.3
University of Illinois at Urbana-Champaign 2005 — 2009
BA, History, 3.13
Scott A. Yochum's The Ayco Company, L.P., a Goldman Sachs Company Experience 2002 - 2004
Job Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank 2009 - Present
National City Bank 2004 - 2009
The Ayco Company, L.P., a Goldman Sachs Company 2002 - 2004
Skills
Portfolio Management, Wealth Management, Financial Analysis, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Managment, Asset Allocation, Risk Management, Alternative Investments, Private Equity, Strategic Financial..., Financial Modeling, Finance, Securities, Asset Management, Banking, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance & Strategy
Robert Morris University 2011 — 2013
Master of Science,Taxation (MST), Individual & Corporate Income Taxation, Tax Accounting
University of Pittsburgh 1992 — 1996
BA, Political Science, Economics
Boston University Institute of Finance 2009 — 2011
Accredited Certificate, Financial Planning
Wells Fargo Private Bank 2009 - Present
National City Bank 2004 - 2009
The Ayco Company, L.P., a Goldman Sachs Company 2002 - 2004
Skills
Portfolio Management, Wealth Management, Financial Analysis, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Managment, Asset Allocation, Risk Management, Alternative Investments, Private Equity, Strategic Financial..., Financial Modeling, Finance, Securities, Asset Management, Banking, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance & Strategy
Robert Morris University 2011 — 2013
Master of Science,Taxation (MST), Individual & Corporate Income Taxation, Tax Accounting
University of Pittsburgh 1992 — 1996
BA, Political Science, Economics
Boston University Institute of Finance 2009 — 2011
Accredited Certificate, Financial Planning
Jillian L. Duarte's The Ayco Company, L.P., a Goldman Sachs Company Experience June 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 June 2014 - Present
Glennpeter Jewelers Diamond Centre September 2012 - June 2014
Northern New Jersey Council, BSA September 2011 - September 2012
The Ayco Company, L.P., a Goldman Sachs Company December 2010 - May 2011
Brooklyn Nets May 2009 - August 2009
Skills
Marketing, Human Resources, Marketing Strategy, Finance, Data Analysis, Analysis, Financial Analysis
Education
Siena College 2007 — 2011
Bachelor's Degree, Business Management w/ Marketing Minor
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
Glennpeter Jewelers Diamond Centre September 2012 - June 2014
Northern New Jersey Council, BSA September 2011 - September 2012
The Ayco Company, L.P., a Goldman Sachs Company December 2010 - May 2011
Brooklyn Nets May 2009 - August 2009
Skills
Marketing, Human Resources, Marketing Strategy, Finance, Data Analysis, Analysis, Financial Analysis
Education
Siena College 2007 — 2011
Bachelor's Degree, Business Management w/ Marketing Minor
Stephen Rosamino's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2010 - 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 2010 - Present
Saratoga National Golf Club April 2004 - June 2010
AXA Advisors September 2009 - May 2010
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, Bloomberg, Financial Analysis, Financial Planning, Mutual Funds
Education
State University of New York at Albany 2012 — 2014
Master of Business Administration (MBA), Finance
Siena College 2006 — 2010
Bachelor of Science (B.S.), Finance, Economics
The Ayco Company, L.P., a Goldman Sachs Company June 2010 - Present
Saratoga National Golf Club April 2004 - June 2010
AXA Advisors September 2009 - May 2010
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, Bloomberg, Financial Analysis, Financial Planning, Mutual Funds
Education
State University of New York at Albany 2012 — 2014
Master of Business Administration (MBA), Finance
Siena College 2006 — 2010
Bachelor of Science (B.S.), Finance, Economics
Nicholas Peters, MBA's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2013 - Present
Job Wealth Strategies Group at The Ayco Company, L.P.
Industry Insurance
Experience
The Ayco Company, L.P., A Goldman Sachs Company June 2013 - Present
GMAC Insurance December 2010 - June 2013
GMAC Insurance June 2007 - December 2010
New York Business Development Corporation January 2007 - June 2007
The Times Union Center September 2006 - December 2006
Excellus BCBS May 2004 - August 2005
Skills
Insurance, Property & Casualty..., Liability, Finance, Business Development, Human Resources, Marketing, Project Management
Education
Union Graduate College 2008 — 2011
MBA, Business Administration
Siena College 2003 — 2007
BS, Marketing & Management
The Ayco Company, L.P., A Goldman Sachs Company June 2013 - Present
GMAC Insurance December 2010 - June 2013
GMAC Insurance June 2007 - December 2010
New York Business Development Corporation January 2007 - June 2007
The Times Union Center September 2006 - December 2006
Excellus BCBS May 2004 - August 2005
Skills
Insurance, Property & Casualty..., Liability, Finance, Business Development, Human Resources, Marketing, Project Management
Education
Union Graduate College 2008 — 2011
MBA, Business Administration
Siena College 2003 — 2007
BS, Marketing & Management
Royce Lawrence's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - September 2015
Job Senior Technical Marketing Mgr EMC
Industry Computer Software
Experience
EMC September 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - September 2015
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - February 2015
GLOBALFOUNDRIES July 2009 - October 2013
State of Vermont August 2008 - June 2009
Skills
Java, Linux, Software Development, Unix, Subversion, SQL, XML, Web Services, Java Enterprise Edition, JBoss EAP, WebSphere MQ, JUnit, Eclipse, Semiconductors, Automation, Software Engineering
Education
Saint Lawrence University 2004 — 2008
BS, Mathematics, Computer Science, Statistics
EMC September 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - September 2015
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - February 2015
GLOBALFOUNDRIES July 2009 - October 2013
State of Vermont August 2008 - June 2009
Skills
Java, Linux, Software Development, Unix, Subversion, SQL, XML, Web Services, Java Enterprise Edition, JBoss EAP, WebSphere MQ, JUnit, Eclipse, Semiconductors, Automation, Software Engineering
Education
Saint Lawrence University 2004 — 2008
BS, Mathematics, Computer Science, Statistics
Max Rockwell'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
Fidelity Investments July 2014 - December 2014
hawkeye May 2013 - July 2014
SMU Sport Management August 2013 - December 2013
Tiff's Treats Cookie Delivery August 2012 - August 2013
Southern Methodist University January 2013 - May 2013
SMU Soccer Camps 2011 - 2013
Skills
Social Media, Event Planning, Facebook, Advertising, Public Relations, Social Networking, PowerPoint, Time Management, Microsoft Word, Event Management, Customer Service, Marketing, Social Media Marketing, Public Speaking, B2B Marketing, English, Windows, Outlook, Twitter, LinkedIn, Team Leadership, Microsoft Excel, Finance, Series 7, Series 66
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Sport Management and Psychology, Cum Laude
J.W. Mitchell High School 2006 — 2010
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Fidelity Investments July 2014 - December 2014
hawkeye May 2013 - July 2014
SMU Sport Management August 2013 - December 2013
Tiff's Treats Cookie Delivery August 2012 - August 2013
Southern Methodist University January 2013 - May 2013
SMU Soccer Camps 2011 - 2013
Skills
Social Media, Event Planning, Facebook, Advertising, Public Relations, Social Networking, PowerPoint, Time Management, Microsoft Word, Event Management, Customer Service, Marketing, Social Media Marketing, Public Speaking, B2B Marketing, English, Windows, Outlook, Twitter, LinkedIn, Team Leadership, Microsoft Excel, Finance, Series 7, Series 66
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Sport Management and Psychology, Cum Laude
J.W. Mitchell High School 2006 — 2010
Darlene DeNooyer's The Ayco Company, L.P., a Goldman Sachs Company Experience 2005 - Present
Job Senior Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry
Experience
The Ayco Company, L.P., a Goldman Sachs Company 2005 - Present
Time Warner Cable 1990 - 2005
Skills
Benefits Administration, Human Resources, Recruiting, Policy, Valuation, Bloomberg
Education
State University of New York College at Oneonta
Bachelor of Arts (BA), English/Business
The Ayco Company, L.P., a Goldman Sachs Company 2005 - Present
Time Warner Cable 1990 - 2005
Skills
Benefits Administration, Human Resources, Recruiting, Policy, Valuation, Bloomberg
Education
State University of New York College at Oneonta
Bachelor of Arts (BA), English/Business
Stephanie Lance's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2009 - December 2011
Job Senior Account Associate at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. January 2012 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2009 - December 2011
The Ayco Company, L.P., a Goldman Sachs Company July 2008 - January 2009
The Ayco Company, L.P., a Goldman Sachs Company August 2007 - June 2008
The Gazette Newspaper April 2003 - July 2007
Skills
Series 7, Microsoft Word, Investments, Financial Analysis, Insurance, Mutual Funds, Finance, Portfolio Management, Financial Planning, Asset Management, Equities, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Time Management, Sales, Negotiation, Project Management
Education
State University of New York Empire State College
Bachelor's Degree, Business Administration and Management, General, 3.3
The Ayco Company, L.P. January 2012 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 2009 - December 2011
The Ayco Company, L.P., a Goldman Sachs Company July 2008 - January 2009
The Ayco Company, L.P., a Goldman Sachs Company August 2007 - June 2008
The Gazette Newspaper April 2003 - July 2007
Skills
Series 7, Microsoft Word, Investments, Financial Analysis, Insurance, Mutual Funds, Finance, Portfolio Management, Financial Planning, Asset Management, Equities, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Time Management, Sales, Negotiation, Project Management
Education
State University of New York Empire State College
Bachelor's Degree, Business Administration and Management, General, 3.3
Patrick Volk's The Ayco Company, L.P., a Goldman Sachs Company Experience 1996 - 2008
Job FeeBased Financial Educator | Money Management | RIA | Fiduciary | Public Speaker | Retirement Planning Advisor
Industry Financial Services
Experience
The Mutual Fund Store 2013 - Present
MML Investor Services 2011 - 2013
Merrill Lynch 2008 - 2011
The Ayco Company, L.P., a Goldman Sachs Company 1996 - 2008
Skills
Financial Planning, Financial Education, Fiduciary Management, Retirement Planning, Retirement, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Income..., Retirement Benefits, Retirement Solutions, Money Management, Social Security, Pensions, Mutual Funds, ETFs, Trust Management, Asset Management, Asset Allocation, Financial Risk...
Education
Siena College 1987 — 1991
BA, Economics
The Mutual Fund Store 2013 - Present
MML Investor Services 2011 - 2013
Merrill Lynch 2008 - 2011
The Ayco Company, L.P., a Goldman Sachs Company 1996 - 2008
Skills
Financial Planning, Financial Education, Fiduciary Management, Retirement Planning, Retirement, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Income..., Retirement Benefits, Retirement Solutions, Money Management, Social Security, Pensions, Mutual Funds, ETFs, Trust Management, Asset Management, Asset Allocation, Financial Risk...
Education
Siena College 1987 — 1991
BA, Economics
Craig Montanye's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2010 - Present
Job Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P., A Goldman Sachs Company September 2010 - Present
UHY Advisors January 2009 - September 2010
Education
Saint Bonaventure University 2003 — 2007
Finance
The Ayco Company, L.P., A Goldman Sachs Company September 2010 - Present
UHY Advisors January 2009 - September 2010
Education
Saint Bonaventure University 2003 — 2007
Finance
Laura Hermes's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Senior Tax Analyst at Ayco
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Burds Reed & Mercer, P.C. January 2014 - January 2015
Tracy Adkins, CPA, PC February 2012 - January 2014
Urgent Surgery Associates March 2005 - February 2013
7-Eleven May 2011 - February 2012
Various Contract Positions July 2009 - February 2010
Larson Allen LLP January 2008 - May 2009
Philip Vogel & Co January 2007 - December 2007
James P. Roe, CPA January 1996 - January 2006
Skills
Tax, Tax Preparation, Tax Returns, UltraTax, ProSystem fx Tax, Partnership Taxation, Corporate Tax, Income Tax, Sales Tax, Use Tax, Payroll Taxes, Payroll, Tax Accounting, Peachtree, QuickBooks, Microsoft Excel, Outlook, Bookkeeping, Accounting, Financial Reporting, Journal Entries, Financial Statements, Bank Reconciliation, Accounts Payable, Account Reconciliation, Revenue Recognition, Quicken, General Ledger, Financial Analysis, Invoicing, Depreciation, Data Entry, PowerPoint, Expenses, Access, Accruals, ADP Payroll
Education
Texas A&M University-Commerce 2012 — 2014
Master's Degree, Accounting - Taxation, 3.1 Overall GPA
The University of Texas at Arlington 1999 — 2006
BBA, Management
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Burds Reed & Mercer, P.C. January 2014 - January 2015
Tracy Adkins, CPA, PC February 2012 - January 2014
Urgent Surgery Associates March 2005 - February 2013
7-Eleven May 2011 - February 2012
Various Contract Positions July 2009 - February 2010
Larson Allen LLP January 2008 - May 2009
Philip Vogel & Co January 2007 - December 2007
James P. Roe, CPA January 1996 - January 2006
Skills
Tax, Tax Preparation, Tax Returns, UltraTax, ProSystem fx Tax, Partnership Taxation, Corporate Tax, Income Tax, Sales Tax, Use Tax, Payroll Taxes, Payroll, Tax Accounting, Peachtree, QuickBooks, Microsoft Excel, Outlook, Bookkeeping, Accounting, Financial Reporting, Journal Entries, Financial Statements, Bank Reconciliation, Accounts Payable, Account Reconciliation, Revenue Recognition, Quicken, General Ledger, Financial Analysis, Invoicing, Depreciation, Data Entry, PowerPoint, Expenses, Access, Accruals, ADP Payroll
Education
Texas A&M University-Commerce 2012 — 2014
Master's Degree, Accounting - Taxation, 3.1 Overall GPA
The University of Texas at Arlington 1999 — 2006
BBA, Management
Marissa Leonard's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2013 - August 2013
Job Human Resources Generalist at SaintGobain Performance Plastics
Industry Plastics
Experience
Saint-Gobain Performance Plastics September 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - August 2013
Oswego City School District February 2013 - May 2013
Price Chopper Supermarkets December 2012 - January 2013
The Golub Corporation June 2012 - August 2012
Education
State University of New York at Oswego 2009 — 2013
Bachelor's Degree, Human Resource Management
Saint-Gobain Performance Plastics September 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - August 2013
Oswego City School District February 2013 - May 2013
Price Chopper Supermarkets December 2012 - January 2013
The Golub Corporation June 2012 - August 2012
Education
State University of New York at Oswego 2009 — 2013
Bachelor's Degree, Human Resource Management
Thomas Lippert's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2013 - August 2013
Job Compliance Examiner at National Futures Association
Industry Accounting
Experience
National Futures Association January 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - August 2013
The Ayco Company, L.P. May 2012 - May 2013
Visiting Angels March 2012 - May 2012
Skills
Leadership, Time Management, Customer Service, Accounting, Microsoft Excel, QuickBooks, Financial Analysis, Microsoft Word, PowerPoint, Auditing, Financial Accounting, Financial Reporting
Education
St. John's University 2013 — 2015
Master of Science (MS), Taxation
State University of New York at Albany 2009 — 2013
Bachelor of Science (B.S.), Accounting
National Futures Association January 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - August 2013
The Ayco Company, L.P. May 2012 - May 2013
Visiting Angels March 2012 - May 2012
Skills
Leadership, Time Management, Customer Service, Accounting, Microsoft Excel, QuickBooks, Financial Analysis, Microsoft Word, PowerPoint, Auditing, Financial Accounting, Financial Reporting
Education
St. John's University 2013 — 2015
Master of Science (MS), Taxation
State University of New York at Albany 2009 — 2013
Bachelor of Science (B.S.), Accounting
Joyce Koendarfer's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2006 - April 2013
Job Legal Administrative Assistant 2 at Southern California Edison (SCE)
Industry Legal Services
Experience
Disneyland Resort June 2014 - August 2014
Walt Disney Parks & Resorts February 2014 - June 2014
The Walt Disney Company July 2013 - October 2013
The Ayco Company, L.P., a Goldman Sachs Company July 2006 - April 2013
Southern California Edison December 2005 - July 2006
Skills
Typing, Access, PowerPoint, Microsoft Word, Office Administration, Microsoft Office, Spreadsheets, Office Management, Executive Level..., Microsoft Excel, Administrative..., Data Entry, Outlook, Payroll, Supervisory Skills, Research, Telephone Skills, Social Networking, Accounting, Inventory Management, Lotus Notes, Visio, Teamwork, Insurance, Calendars, Invoicing, Coordination, Travel Arrangements, Customer Service, Adobe Acrobat, Microsoft Office 2007, Software Documentation, Event Planning, Customer Satisfaction, Filing, Call Centers, General Ledger, Data Analysis, Process Scheduler, Time Management, Facebook, Account Reconciliation, Confidentiality, Human Resources, Fax, Records Management, Calendaring, Scanners, Expense Reports, Administration
Education
Central County ROP 2007 — 2007
Saddleback Community Computer Learning Center 2006 — 2006
Saddleback College 2000 — 2002
Some college courses
Disneyland Resort June 2014 - August 2014
Walt Disney Parks & Resorts February 2014 - June 2014
The Walt Disney Company July 2013 - October 2013
The Ayco Company, L.P., a Goldman Sachs Company July 2006 - April 2013
Southern California Edison December 2005 - July 2006
Skills
Typing, Access, PowerPoint, Microsoft Word, Office Administration, Microsoft Office, Spreadsheets, Office Management, Executive Level..., Microsoft Excel, Administrative..., Data Entry, Outlook, Payroll, Supervisory Skills, Research, Telephone Skills, Social Networking, Accounting, Inventory Management, Lotus Notes, Visio, Teamwork, Insurance, Calendars, Invoicing, Coordination, Travel Arrangements, Customer Service, Adobe Acrobat, Microsoft Office 2007, Software Documentation, Event Planning, Customer Satisfaction, Filing, Call Centers, General Ledger, Data Analysis, Process Scheduler, Time Management, Facebook, Account Reconciliation, Confidentiality, Human Resources, Fax, Records Management, Calendaring, Scanners, Expense Reports, Administration
Education
Central County ROP 2007 — 2007
Saddleback Community Computer Learning Center 2006 — 2006
Saddleback College 2000 — 2002
Some college courses
Lina Melendez's The Ayco Company, L.P., a Goldman Sachs Company Experience August 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 August 2014 - Present
Smith Hood Bigman January 2014 - July 2014
Orange County Attorney's Office April 2011 - August 2011
State of Florida January 2011 - May 2011
Law Offices of Patrick J. McGinley May 2006 - August 2006
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2013
Master of Laws (LL.M.), Taxation
University of Florida - Fredric G. Levin College of Law 2009 — 2012
Doctor of Law (J.D.)
University of Florida 2004 — 2008
Bachelor of Science (BS), Economics
Queen Mary, U. of London
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - Present
Smith Hood Bigman January 2014 - July 2014
Orange County Attorney's Office April 2011 - August 2011
State of Florida January 2011 - May 2011
Law Offices of Patrick J. McGinley May 2006 - August 2006
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2013
Master of Laws (LL.M.), Taxation
University of Florida - Fredric G. Levin College of Law 2009 — 2012
Doctor of Law (J.D.)
University of Florida 2004 — 2008
Bachelor of Science (BS), Economics
Queen Mary, U. of London
Remy Fields's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2015 - Present
Job Ayco Private Wealth Management Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company May 2015 - Present
Bjorkland Fund January 2015 - June 2015
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - May 2015
Financial Management Association (Club) May 2014 - May 2015
New York State Education Department January 2014 - May 2014
Financial Management Association (Club) May 2013 - May 2014
Wesley Mission August 2013 - November 2013
Siena College - Admissions Office May 2012 - May 2013
BJ's Wholesale Club June 2009 - January 2010
Skills
Social Media, Marketing, PowerPoint, Facebook, Public Speaking, Time Management, Microsoft Office, Customer Service, Teamwork, Leadership, Event Planning, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Event Management, Twitter, Team Leadership, Forecasting, Inventory Management, Pivot Tables, Databases, Market Basket Analysis, Investments, Financial Accounting, Management, Managerial Finance, Bloomberg Terminal, Bloomberg, Morningstar, Portfolio Management, Finance, Financial Services, Financial Markets, Outlook, Social Networking, Analysis
Education
Siena College 2011 — 2015
Bachelor of Science in Finance, Finance, General, Senior
University of Notre Dame Australia 2013 — 2013
Finance, General
The Ayco Company, L.P., a Goldman Sachs Company May 2015 - Present
Bjorkland Fund January 2015 - June 2015
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - May 2015
Financial Management Association (Club) May 2014 - May 2015
New York State Education Department January 2014 - May 2014
Financial Management Association (Club) May 2013 - May 2014
Wesley Mission August 2013 - November 2013
Siena College - Admissions Office May 2012 - May 2013
BJ's Wholesale Club June 2009 - January 2010
Skills
Social Media, Marketing, PowerPoint, Facebook, Public Speaking, Time Management, Microsoft Office, Customer Service, Teamwork, Leadership, Event Planning, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Event Management, Twitter, Team Leadership, Forecasting, Inventory Management, Pivot Tables, Databases, Market Basket Analysis, Investments, Financial Accounting, Management, Managerial Finance, Bloomberg Terminal, Bloomberg, Morningstar, Portfolio Management, Finance, Financial Services, Financial Markets, Outlook, Social Networking, Analysis
Education
Siena College 2011 — 2015
Bachelor of Science in Finance, Finance, General, Senior
University of Notre Dame Australia 2013 — 2013
Finance, General
Kelly Clement's The Ayco Company, L.P., a Goldman Sachs Company Experience January 1997 - November 2003
Job Applications Analyst at Newkirk
Industry Financial Services
Experience
Newkirk June 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 1997 - November 2003
Skills
Microsoft Word, Microsoft Excel, Sales, Public Speaking, Time Management, Outlook
Education
Syracuse University 1986 — 1990
Bachelor of Science (BS), Communication, General
Newkirk June 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 1997 - November 2003
Skills
Microsoft Word, Microsoft Excel, Sales, Public Speaking, Time Management, Outlook
Education
Syracuse University 1986 — 1990
Bachelor of Science (BS), Communication, General
Rocco Nicoletta's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2013 - April 2014
Job Commercial Credit Underwriter at Berkshire Bank
Industry Financial Services
Experience
Bjorklund Fund January 2014 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company November 2013 - April 2014
Self-employed May 2012 - September 2012
Hogencamp Lawn Care June 2009 - August 2011
Skills
Microsoft Excel, Accounting, Learning Quickly, Time Management, Financial Forecasting, Financial Analysis
Education
Siena College 2012 — 2014
Bachelor of Science (BS), Finance
Bjorklund Fund January 2014 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company November 2013 - April 2014
Self-employed May 2012 - September 2012
Hogencamp Lawn Care June 2009 - August 2011
Skills
Microsoft Excel, Accounting, Learning Quickly, Time Management, Financial Forecasting, Financial Analysis
Education
Siena College 2012 — 2014
Bachelor of Science (BS), Finance
Tim Callander's The Ayco Company, L.P., a Goldman Sachs Company Experience June 1980 - March 1999
Job Vice President at Willis
Industry Insurance
Experience
Willis March 1999 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 1980 - March 1999
Skills
Series 7, Series 28 - Financial...
Education
State University of New York at Albany 1989 — 1991
Master's degree in Taxation, 3.7 GPA
State University of New York at Albany 1981 — 1984
MBA - Management Information Systems, 3.3 GPA
State University of New York College at Plattsburgh 1971 — 1976
Bachelor's degree, Mathematics
Willis March 1999 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 1980 - March 1999
Skills
Series 7, Series 28 - Financial...
Education
State University of New York at Albany 1989 — 1991
Master's degree in Taxation, 3.7 GPA
State University of New York at Albany 1981 — 1984
MBA - Management Information Systems, 3.3 GPA
State University of New York College at Plattsburgh 1971 — 1976
Bachelor's degree, Mathematics
Ryan Nudi's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2013 - Present
Job Operations Analyst
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company July 2013 - Present
USESI October 2004 - July 2013
Enterprise Rent-A-Car March 2003 - October 2004
Skills
Accounts Payable, Account Management, Inventory Management, Customer Service, Accounts Receivable
Education
State University of New York at Albany 2013 — 2015
Master of Business Administration (MBA)
Siena College 1999 — 2003
Bachelor's degree, Business, Management, Marketing
The Ayco Company, L.P., a Goldman Sachs Company July 2013 - Present
USESI October 2004 - July 2013
Enterprise Rent-A-Car March 2003 - October 2004
Skills
Accounts Payable, Account Management, Inventory Management, Customer Service, Accounts Receivable
Education
State University of New York at Albany 2013 — 2015
Master of Business Administration (MBA)
Siena College 1999 — 2003
Bachelor's degree, Business, Management, Marketing
Stephen M. Crouth's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2001 - September 2004
Job Senior Financial Analyst at Synergy Life Brokerage Group, LLC
Industry Insurance
Experience
Synergy Life Brokerage Group, LLC May 2005 - Present
The Ayco Company, L.P., a Goldman Sachs Company February 2001 - September 2004
Skills
Financial Analysis, Strategic Financial..., Financial Planning, Retirement Planning, Insurance, Strategic Planning, Estate Planning, Financial Reporting, Investments, Life Insurance, Fixed Annuities, Mutual Funds, Retirement
Education
The College of Saint Rose 1997 — 1999
Bachelor of Arts (BA), Mathematics
Adirondack Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Mathematics
Synergy Life Brokerage Group, LLC May 2005 - Present
The Ayco Company, L.P., a Goldman Sachs Company February 2001 - September 2004
Skills
Financial Analysis, Strategic Financial..., Financial Planning, Retirement Planning, Insurance, Strategic Planning, Estate Planning, Financial Reporting, Investments, Life Insurance, Fixed Annuities, Mutual Funds, Retirement
Education
The College of Saint Rose 1997 — 1999
Bachelor of Arts (BA), Mathematics
Adirondack Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Mathematics
John Amoruso's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2011 - May 2013
Job
Industry Financial Services
Experience
Weichert May 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2011 - May 2013
Ayco - Goldman Sachs Family Office April 2007 - March 2011
PwC November 2000 - April 2007
BD February 1998 - November 2000
Skills
IRS Enrolled Agent, Series 7
Education
St. Thomas Aquinas College
Bachelor of Science (BS), Accounting
Weichert May 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2011 - May 2013
Ayco - Goldman Sachs Family Office April 2007 - March 2011
PwC November 2000 - April 2007
BD February 1998 - November 2000
Skills
IRS Enrolled Agent, Series 7
Education
St. Thomas Aquinas College
Bachelor of Science (BS), Accounting