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
Alex Scheier Alex Scheier Boston, Massachusetts Details
Alex Scheier's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2014 - Present
Job Financial Advisor at The Ayco Company, L.P., a Goldman Sachs Company
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   January 2011 - March 2014

Skills
Investments, Equities, Financial Modeling, Account Management, Microsoft Excel, IRS, Income Tax, Alternative Investments, Tax, Financial Analysis, Tax Returns, Microsoft Office

Education
Union Graduate College School of Management   2010 — 2012
MBA, Finance and Financial Management Services

Union College   2006 — 2010
B.S., Psychology, Economics

Bridget Horan Bridget Horan Nashville, Tennessee Details
Bridget Horan's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2008 - September 2014
Job Authorized Officer at UBS Financial Services
Industry Financial Services
Experience
UBS  February 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   June 2008 - September 2014
Evans National Bank   January 2008 - May 2008

Skills
Financial Analysis, Financial Services, Series 7, Series 63, Series 65, Client Relations Skills, Finance, Portfolio Management, Analysis

Education
State University of New York at Albany   2012 — 2013
Master of Business Administration (M.B.A.)

State University of New York at Buffalo   2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General

Ali Collins Ali Collins Clifton Park, New York Details
Ali Collins's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2014 - Present
Job Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Insurance
Experience
The Ayco Company, L.P., a Goldman Sachs Company   July 2014 - Present
Liberty Mutual Insurance  September 2012 - July 2014
Fastenal  July 2010 - September 2012

Skills
Cold Calling, Sales, Account Management, Outside Sales, Sales Operations, Sales Process, Sales Presentations, New Business Development, Insurance, Salesforce.com, Customer Service, Marketing, Selling, Qualifying Prospects

Education
State University of New York at Albany   2009 — 2012
Bachelor of Arts (B.A.), Economics

minisink valley

Harrison Kim Harrison Kim Columbus, Ohio Details
Harrison Kim's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2013 - August 2013
Job Database & Analytics Coordinator at Columbus Crew SC
Industry Sports
Experience
Columbus Crew SC  May 2014 - Present
Orlando Magic  August 2013 - April 2014
The Ayco Company, L.P., a Goldman Sachs Company   January 2013 - August 2013
Gridiron Club, Union College   January 2010 - June 2013
Dean of Studies, Union College   April 2010 - November 2012
The Bostonian Group  June 2012 - August 2012
Minich MacGregor Wealth Management   January 2012 - March 2012
Congresswoman Gillibrand's Office   June 2008 - September 2008

Education
Union College   2009 — 2013
Bachelor of Science (B.S.), Economics, Political Science

Saratoga Springs High School   2005 — 2009
Advanced Regents Diploma

Scott Rogowicz Scott Rogowicz Pittsburgh, Pennsylvania Details
Scott Rogowicz's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2007 - April 2010
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC  August 2012 - Present
PNC Wealth Management  November 2011 - August 2012
UBS Wealth Management  April 2010 - November 2011
The Ayco Company, L.P., a Goldman Sachs Company   June 2007 - April 2010
U.S. Coast Guard   May 2000 - June 2003

Education
University of Pittsburgh
Bachelor of Science, Summa Cum Laude, Finance and Economics

Kiski Area High School

Andrea Fazio Andrea Fazio Albany, New York Details
Andrea Fazio's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2013 - May 2015
Job Business Analyst at Ayco, a Goldman Sachs Company
Industry Accounting
Experience
Ayco, a Goldman Sachs Company  May 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   November 2013 - May 2015

Skills
Microsoft Excel, Microsoft Word, Access Database, Microsoft Publisher, PowerPoint, Spreadsheets, Access, Teamwork, Microsoft Office, Advent, Client Relations, Business Writing, Financial Accounting, Financial Planning, Phone Etiquette, Process Improvement, Strategic Planning, Strategic Thinking, Team Leadership, Account Reconciliation

Education
State University of New York at Albany   2011 — 2015
Bachelor of Science (B.S.), Accounting

Amsterdam High School   2007 — 2011

Jordon Hastings Jordon Hastings Albany, New York Area Details
Jordon Hastings's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2014 - Present
Job Financial Analyst
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   March 2014 - Present
Northwestern Mutual - The Tronco Financial Group   June 2012 - March 2014
Downtown Schenectady Improvement Corporation  May 2011 - November 2011

Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Eviews, Data Analysis, Event Planning, Advertising, Marketing Communications, Organizing, Coaching, Financial Analysis, Strategic Financial..., Financial Services, Teamwork, Advisement, Reporting & Analysis, Social Networking, Microsoft Excel, Microsoft Word

Education
Union College   2009 — 2013
Economics major with minor in Mathematics

Caroline Brooks Caroline Brooks Greater Boston Area Details
Caroline Brooks's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2011 - August 2011
Job Wealth Strategies Analyst at US Trust
Industry Financial Services
Experience
Lake Street Advisors, LLC  August 2012 - November 2013
The Ayco Company, L.P. - A Goldman Sachs Company   June 2011 - August 2011
Connecticut Department of Public Health  August 2010 - December 2010
City of Albany  May 2010 - August 2010

Skills
Estate Planning, Investments, Finance, Financial Planners, Investment Strategies, Asset Allocation, Tax Law, Trusts, Charitable Gift Planning, Charitable Trusts, Strategic Financial..., Estate Tax Planning

Education
Western New England University School of Law   2009 — 2012
JD

Western New England University   2009 — 2012
Master of Business Administration (MBA)

University at Albany   2006 — 2009
B.A.

Ashley Osborne Ashley Osborne Saratoga Springs, New York Details
Ashley Osborne's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2008 - June 2011
Job Financial Analyst at GE
Industry Electrical/Electronic Manufacturing
Experience
GE  December 2011 - Present
The Ayco Company, L.P., a Goldman Sachs Company   August 2008 - June 2011

Skills
Financial Analysis, Financial Reporting, Corporate Finance, Planning Budgeting &..., Corporate Budgeting, Budgeting & Forecasting, Data Analysis, Process Improvement, Microsoft Excel

Education
University of South Florida   2005 — 2008
Bachelor of Science (B.S.), Business Administration, Finance and Management

Schalmont

Schalmont

Christian Dorsey Christian Dorsey Fort Edward, New York Details
Christian Dorsey's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2014 - June 2015
Job Management Trainee at Enterprise RentACar
Industry Financial Services
Experience
Enterprise Rent-A-Car  June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   May 2014 - June 2015
Hannaford Supermarkets  May 2009 - May 2014
Silverleaf Resorts  June 2013 - August 2013

Skills
Sales, Networking, Financial Analysis, QuickBooks, Microsoft Excel, Microsoft Word, Access, Adobe, Public Speaking

Education
State University of New York at Albany   2012 — 2015
Bachelor’s Degree, Economics/Business Administration

Dan Striebich Dan Striebich Rochester, New York Area Details
Dan Striebich's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2013 - April 2014
Job Risk Assurance Associate
Industry Higher Education
Experience
The Ayco Company, L.P., a Goldman Sachs Company   May 2013 - April 2014
TD  October 2012 - May 2013
University at Albany  June 2012 - August 2012

Skills
Time Management, Microsoft Excel, Access, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Data Entry, Cashiering, Outlook, Spreadsheets, Teamwork, Leadership

Education
State University of New York at Albany   2010 — 2014
Bachelor of Science, Accounting & Finance/Information Technology Management

John G. White John G. White Albany, New York Area Details
John G. White's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2009 - Present
Job Ayco/Goldman Sachs Private Wealth Management
Industry Financial Services
Experience
Tyler DeMarco Foundation   September 2011 - Present
The Ayco Company, L.P. A Goldman Sachs Company   January 2009 - Present
Wildwood Programs  November 2005 - Present
Girls Incorporated  September 2008 - December 2008

Skills
Access, Fundraising, Investment Strategies, Investments, Leadership, Microsoft Office, Non-profits, Nonprofits, Team Building, Accounting, Finance, Microsoft Excel, Program Management, Data Analysis, Employee Benefits, Financial Analysis, Financial Planning, Wealth Management

Education
The College of Saint Rose   2006 — 2010
Bachelor of Science/Masters in Business Admistration, Business Administration/Financial Planning

Mohonasen

Colleen Chase Colleen Chase Ballston Lake, New York Details
Colleen Chase's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2013 - Present
Job Director Gift and Trust Taxation 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
Adams Jones Law Firm, P.A.   October 2007 - April 2009
Baker & Hostetler LLP  November 2003 - February 2007
Holme Roberts & Owen LLP  August 2002 - November 2003
Kundinger, Corder & Engle, P.C.   August 1997 - August 1999

Education
University of Denver - Sturm College of Law   2001 — 2002
LL.M., Taxation

University of Denver - Sturm College of Law   1999 — 2002
J.D., Law

University of Colorado Boulder - Leeds School of Business   1995 — 1997
B.S.B.A., Accounting

University of San Diego   1993 — 1995
Accounting

Grand Junction High School   1989 — 1993

Michele Reina Michele Reina Staten Island, New York Details
Michele Reina's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job Level ll Intern, The Ayco Company, L.P., a Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company   September 2014 - Present
EY  August 2014 - December 2014
Fluent Grp  April 2014 - April 2014
Cleary Gottlieb Steen & Hamilton LLP  July 2013 - August 2013
Karl's Klipper Restaurant and Bar   May 2008 - August 2013
Abercrombie & Fitch  January 2013 - May 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Live Events, Brand Ambassadors, Windows, Marketing, Leadership, Management, Financial Analysis, Finance, Event Planning, Outlook

Education
State University of New York at Albany   2012 — 2016
Accounting

Vincent Petrucci Vincent Petrucci New York, New York Details
Vincent Petrucci's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2013 - May 2014
Job Processor at YMCA Retirement Fund
Industry Market Research
Experience
YMCA Retirement Fund  October 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   December 2013 - May 2014
Investors Capital Corp  June 2013 - August 2013
Town of Southampton  June 2013 - August 2013
Amway  September 2012 - August 2013
Blue Sky restaurant   May 2012 - August 2012
Rafferty Capital Markets  June 2011 - August 2011
Blue Sky restaurant   May 2010 - August 2010
M.J. Dowling's restaurant   May 2009 - August 2009

Skills
Finance, Economics, Time Management, Statistics, Management

Education
State University of New York at Albany   2011 — 2014
Bachelor of science in Economics, Economics

Adama Diggs Adama Diggs Albany, New York Area Details
Adama Diggs's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2014 - Present
Job Analyst
Industry Investment Banking
Experience
The Ayco Company, L.P., a Goldman Sachs Company   June 2014 - Present
Morgan Stanley  October 2013 - June 2014
SEFCU  August 2010 - October 2013
The Office of Senator Kirsten E. Gillibrand  August 2011 - December 2011

Skills
Research, Community Development, Non-profits, Social Media, Customer Service, PowerPoint, Social Networking, Nonprofits, Marketing, Sales, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Event Planning, Time Management, Management, Financial Analysis, Data Analysis, Community Outreach

Education
State University of New York at Albany   2007 — 2011
Bachelors of Science, Economics

Jacqueline Goggins Jacqueline Goggins New York, New York Details
Jacqueline Goggins's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Financial Analyst at Ayco Co.
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
Andersen Tax  December 2012 - January 2015
Deloitte  January 2011 - November 2012
Tory Burch  October 2011 - January 2012
University of Dayton Bookstore  January 2007 - August 2011
Environmental Products Corporation   May 2008 - August 2010
The Kroger Co  January 2009 - April 2009
Neoperl, Inc  January 2008 - August 2008

Skills
Partnership Taxation, High Net Worth..., Income Tax, Accounts Receivable, Tax, Accounts Payable, Finance, Internal Audit, Tax Returns, Strategic Financial..., Accounting, Corporate Tax, GAAP, Tax Accounting

Education
University of Dayton   2010 — 2011
Masters, Accounting

University of Dayton   2006 — 2010
Bachelors, Accounting

Jonathan Mayol Jonathan Mayol Irvine, California Details
Jonathan Mayol's The Ayco Company, L.P., a Goldman Sachs Company Experience April 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   April 2014 - Present
U.S. Bank   June 2011 - April 2014
Enterprise Rent-A-Car  June 2010 - August 2010
GE  August 2009 - December 2009

Education
University of California, Irvine   2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics

Victoria Ree Victoria Ree Lonedell, Missouri Details
Victoria Ree's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2008 - July 2012
Job Application Database Administrator
Industry Information Technology and Services
Experience
Lumeris  September 2012 - Present
The Ayco Company, L.P. A Goldman Sachs Company   December 2008 - July 2012
Groundworks Software   1999 - 2009
www.zone   April 2008 - October 2008
Groundworks Software   April 2008 - October 2008
Association Development Group, Inc  February 2007 - January 2008
Association Development Group  2007 - 2008
New York State Telecommunications Association   May 2000 - December 2006

Skills
T-SQL, Microsoft SQL Server, Databases, SharePoint, SQL, IT Management, SSIS, Database Design, HTML, MySQL, Database Administration, Active Directory, SDLC, Servers

Education
Hudson Valley Community College   2008 — 2008
Certification, Information Systems

Hudson Valley Community   2005 — 2008
Certification, Information Systems

Hudson Valley Community College   2005 — 2008
Information Systems Certificate, Emergency Medical Technician

International University of Nescience   2007 — 2007
Bachelor, Agnostic Studies

Davyca Shivlall Davyca Shivlall Albany, New York Area Details
Davyca Shivlall's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2012 - May 2013
Job Investor Services Staff LeverPoint Management, L.P.
Industry Accounting
Experience
LeverPoint Management, LLC  June 2014 - Present
University at Albany  August 2011 - May 2014
The Ayco Company, L.P., A Goldman Sachs Company   February 2012 - May 2013
Audio and Video Corp   October 2010 - January 2011
Six Stars Auto Sales Inc   February 2004 - October 2008

Skills
Fluent in Dutch, Highly proficient in..., Proficient in Microsoft..., Marketing, Time Management, Accounts Payable, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Invoicing, Customer Service, Event Planning, Public Speaking, Research, Social Media

Education
State University of New York at Albany   2011 — 2014
Bachelor of Arts (B.A.), Economics

Schenectady County Community College   2009 — 2011
Assiociate of Science, Business Administration

Genesis Tejeda Genesis Tejeda New York, New York Details
Genesis Tejeda's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2012 - May 2013
Job Forensics Experienced Associate at PwC
Industry Accounting
Experience
PricewaterhouseCoopers LLP  August 2014 - Present
University at Albany, School of Business   August 2010 - May 2014
PricewaterhouseCoopers LLP  June 2013 - August 2013
The Ayco Company, L.P., a Goldman Sachs Company   October 2012 - May 2013

Skills
Fluent in Spanish, Microsoft Office, Microsoft Excel, Management, PowerPoint, Research, Microsoft Word, Public Speaking, Data Analysis, Event Planning, Social Media, Higher Education, Customer Service, Community Outreach, Teamwork, Spanish, Forensic Analysis, Forensic Accounting

Education
State University of New York at Albany   2010 — 2014
Bachelor of Science (BS), Accounting and Finance/Marketing Minor in Political Science, Senior

Andrew Coonick Andrew Coonick Greater New York City Area Details
Andrew Coonick's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2012 - August 2012
Job AVP/Associate Senior Compliance Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   February 2015 - Present
Barclays  November 2013 - February 2015
LexisNexis  May 2011 - May 2013
The Ayco Company, L.P., a Goldman Sachs Company   May 2012 - August 2012
Albany Law School Civil Rights and Disabilities Law Clinic   January 2012 - May 2012
New York State Department of Health  May 2008 - January 2012
New York State Lawyers' Fund for Client Protection   May 2011 - August 2011
University of Connecticut  August 2007 - May 2010

Skills
Legal Research, PowerPoint, Microsoft Word, Research, Microsoft Excel, Westlaw, Social Media, Teamwork, Legal Assistance, Editing, Compliance, Finance, Legal Compliance, Lexis, Negotiation, Securities, Leadership, LexisNexis, Policy

Education
Albany Law School of Union University   2010 — 2013
Juris Doctor

University of Connecticut   2006 — 2010
Bachelor of Arts (BA), History

Jillian Perno Breck, CPC, QPA, QKA, QPFC Jillian Perno Breck, CPC, QPA, QKA, QPFC Clifton Park, New York Details
Jillian Perno Breck, CPC, QPA, QKA, QPFC's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2014 - Present
Job Experienced employee benefits consultant
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   February 2014 - Present
Milliman  October 2008 - November 2013
Bank of America  September 2005 - June 2008
Bank of America  June 2004 - September 2005
Fleet Bank  July 2001 - June 2004

Skills
Accounting, Marketing, Sales, Management, Investments, Qualified Retirement..., Risk Management, Insurance, Portfolio Management, Training, Financial Analysis, Employee Benefits, Customer Service, Banking

Education
University at Albany, SUNY   2002 — 2005
MBA, Finance/Estate Law

University at Albany, SUNY   1998 — 2001
BS, Management/Marketing

Liberty High School   1994 — 1998

John Draiss John Draiss Greater New York City Area Details
John Draiss's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2001 - May 2004
Job Senior Vice President ABS/CMBS Trading at MARV Capital, Inc.
Industry Capital Markets
Experience
MARV Capital Partners   May 2014 - Present
Draissco Real Estate, L.L.C.   October 2007 - Present
Southwest Securities  February 2011 - May 2014
Happi Daze Charcoal Pit & Ice Cream   May 2004 - September 2010
The Ayco Company, L.P., a Goldman Sachs Company   March 2001 - May 2004
Dealogic/Formerly CommScan   2000 - 2001

Skills
CMBS, Trading, Fixed Income, ABS, Structured Finance, Investments, Inventory Management, Traders, Commercial Real Estate, FINRA, Fixed Income Analysis, Trepp, Microsoft Excel, Business Strategy, Cash Flow, Compliance, Interest Rate Hedging, Bonds, Strategic Planning, Financial Modeling, Bloomberg Software, Morningstar, Analysis, Financial Services, Business Analysis, Small Business, Strategic Financial..., Insurance, Entrepreneurship, Customer Retention, Management, Tax, Payroll, Reis, CSS, Sales, Networking, Risk Management, Kroll Bond Ratings -..., exce, Microsoft Word, Finance, Credit, Financial Risk, Loans

Education
State University of New York at Albany   1998 — 2000
Master of Business Administration (MBA), Finance, General, 3.78

State University of New York at Albany   1995 — 1999
Bachelor of Arts (BA), Biology, General, 3.83, Honors, Summa Cum Laude

Mechanicville High School

Sonia Uddin,MBA Sonia Uddin,MBA Greater Los Angeles Area Details
Sonia Uddin,MBA's The Ayco Company, L.P., a Goldman Sachs Company Experience 2006 - 2007
Job Financial Analyst Kitchen Campus at Fresh & Easy
Industry Financial Services
Experience
Fresh & Easy  May 2014 - Present
Liberty Tax Service  December 2011 - June 2014
Capital Group  May 2013 - May 2014
Fresh & Easy  February 2013 - May 2013
Deutsche Bank  January 2010 - August 2012
The Ayco Company, L.P., a Goldman Sachs Company   2006 - 2007
Wells Fargo  2005 - 2006

Skills
Finance, Financial Analysis, Strategic Financial..., General Ledger, Tax, Account Reconciliation, Financial Accounting, Investments, Forecasting, Financial Modeling, Financial Reporting, QuickBooks, Budgets, Asset Management, Banking, Auditing, Management, Accounting

Education
University of La Verne   2009 — 2011
Master of Business Administration (MBA), Marketing

University of California, Riverside   2002 — 2005
Bachelor of Science (B.S.), Accounting and Business/Management

Todd Smurl, CFA Todd Smurl, CFA Houston, Texas Area Details
Todd Smurl, CFA's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Wealth Advisor, Private Wealth Management at AYCO, a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
Consilium Wealth Consulting   January 2007 - December 2014
Ascendant Advisors   December 2010 - April 2014
D.A. Davidson & Co.   November 2010 - April 2011
Central Trust & Investment Company  June 2010 - December 2010
Smartleaf  February 2007 - May 2009
Compass bank  June 2003 - December 2006
Bank of America  January 2000 - June 2003
Bank of America Private Bank  June 1996 - December 1999

Skills
Portfolio Management, Alternative Investments, Asset Management, Wealth Management, Investments, Mutual Funds, Due Diligence, Investment Strategies, Equities, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Research, Equity Research, Asset Managment, Risk Management, Private Banking, ETFs, Financial Advisory, Investment Management, Strategic Financial..., Investment Banking, High Net Worth..., Financial Services, Wealth Management..., Bloomberg, Bonds, Banking, Strategy, Series 63, Options, Structured Products, Separately Managed..., 401k, Fund Of Funds, Pension Funds, Chartered Financial..., Hedging, Finance, Financial Planning

Education
University of Arkansas at Little Rock   1991 — 1994
MBA, Finance

University of Central Arkansas   1987 — 1991
BBA, Marketing

Nate Darling Nate Darling Albany, New York Details
Nate Darling's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2013 - Present
Job Tax Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry
Experience
The Ayco Company, L.P., a Goldman Sachs Company   December 2013 - Present

Education
State University of New York at Albany   2013 — 2015
Master's Degree, Accounting

Jackie Wilcox Jackie Wilcox Latham, New York Details
Jackie Wilcox's The Ayco Company, L.P., a Goldman Sachs Company Experience 2008 - 2013
Job at
Industry Supermarkets
Experience
Price Chopper Supermarkets  September 2014 - Present
Albany Medical Center  February 2013 - September 2014
The Ayco Company, L.P., a Goldman Sachs Company   2008 - 2013

Skills
Time Management, Teamwork, Communication, Data Analysis, Financial Analysis, Customer Service

Education
State University of New York at Albany   2004 — 2008
Bachelor's degree, Finance and business management

Alex Patch Alex Patch Valley Cottage, New York Details
Alex Patch's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2013 - November 2014
Job Tax Associate at The Ayco Company, L.P., a Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company   December 2013 - November 2014

Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Auditing, Financial Reporting, Tax

Education
SUNY Albany   2010 — 2015
Master's degree, Professional Accountancy

David Lomke David Lomke Baltimore, Maryland Details
David Lomke's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2013 - August 2013
Job 3L JD/MBA Student at The University of Baltimore School of Law
Industry Law Practice
Experience
Kallina & Associates, LLC   April 2015 - Present
Bronfein Family Law Clinic - University of Baltimore School of Law   January 2015 - June 2015
The Law Offices of David N. Mabrey, P.C.   September 2014 - December 2014
Law Clerk for the Honorable John Addison Howard   February 2014 - April 2014
The Ayco Company, L.P. - A Goldman Sachs Company   March 2013 - August 2013
State of Maryland Office of the Public Defender  May 2012 - August 2012
State of New York, Department of Financial Services   February 2012 - May 2012
Olney Laser and Aesthetic Dental Center   September 2004 - September 2011
University of Maryland, Capstone Management   September 2008 - May 2009
Center for New Technology Enterprise   December 2007 - May 2008

Skills
Foreign Languages, Expert Skier, Proficient with..., Experience with Six..., Intellectual Property, Teamwork, Higher Education, German, Westlaw, Lexis, Legal Writing, Legal Research, Trials, International Relations, Spanish, Chinese culture, Editing, Intercultural Skills, Foreign Affairs, Intercultural..., Proofreading, Politics, Research, Public Policy, Microsoft Office, Criminal Law, Public Speaking, LexisNexis, Microsoft Excel, Litigation

Education
University of Baltimore School of Law   2014 — 2016
Juris Doctor (J.D.), Civil Litigation - Family Law and Estate Planning, Top 1/3rd of Class

Union Graduate College   2012 — 2013
Master of Business Administration (MBA), International Business, 3.6

Albany Law School of Union University   2011 — 2013
Juris Doctor (J.D.), Albany Law Review (Vol. 76 & 77)

University of Maryland College Park   2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government, A Range, with CIVICUS Honors Citation, Deans List (2009)

Alex Wisnewski Alex Wisnewski San Francisco, California Details
Alex Wisnewski's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2011 - 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   May 2011 - Present

Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Bloomberg, Fixed Income, Financial Analysis, Securities, Equities, Strategic Financial..., Asset Management, Employee Benefits, Alternative Investments, Series 7

Education
State University of New York at Albany   2007 — 2011
Bachelor of Science (BS), Accounting

Katie Melkun, MBA Katie Melkun, MBA San Diego, California Details
Katie Melkun, MBA's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2012 - July 2012
Job Program Management Analyst at Client Solution Architects
Industry Defense & Space
Experience
Client Solution Architects  October 2014 - July 2015
Client Solution Architects  October 2013 - October 2014
Vistage International  April 2013 - September 2013
The Ayco Company, L.P. - A Goldman Sachs Company   March 2012 - July 2012
The Affinity Group   August 2011 - December 2011
General Electric  2010 - 2011
Brown, McMahon, & Weinraub   May 2006 - June 2006

Skills
Market Research, Project Management, Microsoft Office, Process Improvement, Management, Data Analysis, Business Strategy, Competitive Analysis, Analysis, Executive Level..., Business Intelligence, Financial Analysis, Research, PowerPoint, Leadership, Program Management, Strategic Planning, Defense

Education
Defense Acquisition University   2013 — 2013

Sage Graduate School   2009 — 2011
Master of Business Administration (M.B.A.), BusinessStrategy

State University of New York at Oswego   2004 — 2008
Bachelor of Arts, Political Science; American Politics

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

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

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

Cristina Messina Cristina Messina Albany, New York Details
Cristina Messina's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - May 2015
Job Level I Intern, 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   September 2014 - May 2015
Cipriani & Company   May 2014 - August 2014
Holtermann's Bakery   July 2012 - August 2013

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, Research, Time Management, Facebook, Event Planning, Data Entry, Training, QuickBooks

Education
State University of New York at Albany   2013 — 2017
Bachelor of Science (B.S.), Accounting and Business Administration with a concentration in Financial Analyst Honors, 3.96

OpenDoor   2014 — 2014
Valuation and Financial Modeling 101, Finance

OpenDoor   2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance

Moore Catholic High School   2009 — 2013

Braden Scott Braden Scott Dallas, Texas Details
Braden Scott's The Ayco Company, L.P., a Goldman Sachs Company Experience February 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   February 2015 - Present
Carter Healthcare & Hospice  June 2014 - August 2014
VisionofNutrition.com   January 2013 - January 2014
The Trails Golf Course   February 2013 - August 2013
McRay-Denton Vision Center   May 2012 - March 2013
Chi Omega Sorority  July 2011 - December 2012
McRay-Denton Vision Center   May 2008 - August 2011
Alpha Phi Sorority  August 2010 - May 2011
Territory Golf Course   May 2007 - August 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Organization, Writing, Team Building, Personnel Management, Technical Writing, PowerPoint, Marketing, Blogging, Editing, Event Management, Management, Critical Thinking, Time Management, Administration, Customer Service, Social Networking

Education
University of Oklahoma - Price College of Business   2013 — 2014
Master of Business Administration (MBA), Finance & Entrepreneurship

University of Oklahoma   2008 — 2012
Bachelor of Applied Science (B.A.Sc.)

Morsal Abawi Morsal Abawi Brooklyn, New York Details
Morsal Abawi's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - Present
Job Financial Related Services Intern at The Ayco Company, L.P., a Goldman Sachs Company
Industry
Experience
KIPP Massachusetts  August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   August 2014 - Present
University at Albany  December 2012 - Present
University at Albany  August 2012 - Present
University at Albany  August 2011 - Present
Northwestern Mutual  January 2014 - August 2014
Raines International Inc.  May 2013 - August 2013

Skills
Business Development, Executive Search, Finance, Nonprofits, Research, Strategy, Leadership, Time Management

Education
University at Albany   2011 — 2015
Business/Managerial Economics

Jeevan Sunny Jeevan Sunny Greater New York City Area Details
Jeevan Sunny's The Ayco Company, L.P., a Goldman Sachs Company Experience November 2013 - January 2014
Job Performance Improvement & Technology Consultant, Financial Services Office at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  January 2015 - Present
Capgemini  February 2014 - April 2014
The Ayco Company, L.P., a Goldman Sachs Company   November 2013 - January 2014
Merrill Lynch  June 2013 - August 2013
Ernst & Young  January 2013 - May 2013
New York State - Office for Technology  February 2012 - May 2013
Jefferson Health System, Inc.   February 2011 - January 2012

Skills
Systems Analysis, Cloud Computing, Business Analysis, Visio, SharePoint, SQL, Access, HTML, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Windows, Public Speaking, Joomla, Customer Service, Teamwork, C++, English, CSS, JavaScript, Python, Mac OS, MS-DOS, Android, iOS, Symantec Ghost, Cisco Networking, Imaging, CAT 5 Cabling, Financial Modeling, Project Management, Financial Technology, IT Business Strategy, IT Business Management, Valuation, Disk Wiping, Prezi, Business Requirements, Bloomberg, Unix

Education
State University of New York at Albany   2012 — 2014
Bachelor of Science (BS) in Business Administration, Finance, Information Technology Management, Informatics

The National Management School, Chennai, India

Aakash Agrawal Aakash Agrawal Selkirk, New York Details
Aakash Agrawal's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - Present
Job Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   August 2014 - Present
H&R Block  December 2013 - April 2014
AT&T  June 2013 - September 2013
Students in Free Enterprise  October 2011 - May 2013
University at Buffalo  August 2011 - May 2013
Colleges Against Cancer  August 2012 - April 2013
Target  July 2012 - January 2013
Health Connexions   May 2012 - August 2012
Price Chopper  May 2011 - July 2011
Price Chopper  April 2006 - May 2011

Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Customer Service, Leadership, Training, Marketing, Time Management, Management, Microsoft Office, Teamwork, Public Speaking, Social Media, Microsoft Word, Event Planning, Sales, Team Leadership, Access, Social Networking, Recruiting, Word, Excel, Problem Solving, Advertising, Event Management, Project Management, Leadership Development, Strategic Planning, Data Entry, Accounting, Facebook, Nonprofits, Customer Satisfaction, Analysis, Social Media Marketing, Inventory Management, Spanish, Research, Public Relations, Team Building, Higher Education, Entrepreneurship, Community Outreach, Marketing Strategy, Outlook, Budgets, Critical Thinking, Teaching, Market Research

Education
State University of New York at Buffalo   2009 — 2013
Bachelor of Arts (BA), Economics

University at Buffalo, The State University of New York   2009 — 2013
Bachelor of Arts, Economics

Connor Diamond Connor Diamond Greater New York City Area Details
Connor Diamond's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2013 - August 2013
Job Analyst at Credit Agricole CIB
Industry Financial Services
Experience
Crédit Agricole CIB  June 2015 - Present
Anthos Capital  October 2014 - January 2015
Confidential - Private Equity   October 2014 - December 2014
Credit Suisse Private Bank  June 2014 - August 2014
Karbone  March 2014 - May 2014
The Ayco Company, L.P. A Goldman Sachs Company   June 2013 - August 2013
Merrill Lynch  August 2012 - December 2012

Skills
Wealth Management, Microsoft Office, Sales Prospecting, Sales, Investment Banking, Corporate Finance

Education
Fordham University   2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Concentration

Temple University - Rome, Italy
International Business

Alexandra Roy Alexandra Roy Greater New York City Area Details
Alexandra Roy's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2012 - June 2014
Job Investment Strategy Associate at BlackRock
Industry Financial Services
Experience
BlackRock  June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   September 2012 - June 2014
Goldman Sachs- Family Office  June 2011 - August 2012
The Ayco Company, Goldman Sachs   June 2010 - June 2011
Leader Bank  January 2010 - May 2010
Palio  June 2009 - August 2009

Skills
Investments, Private Equity, Valuation, Asset Management, Finance, Investment Strategies, Analysis, Estate Planning, Financial Structuring, Real Estate, Financial Modeling, Equities, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Capital Markets, Equity Research, Investment Banking, Corporate Finance, Derivatives, Portfolio Management, Asset Allocation, Financial Analysis

Education
Tufts University   2006 — 2010
Bachelors, Quantitative Economics

Justin Hersh, CPA Justin Hersh, CPA Orange County, California Area Details
Justin Hersh, CPA's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2015 - Present
Job Senior Tax Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
Montrose Environmental Group   February 2014 - January 2015
Moss Adams LLP  December 2012 - February 2014
Wright Ford Young & Co.   August 2012 - October 2012
Deloitte  February 2010 - July 2012
McKennon, Wilson & Morgan, LLP   November 2007 - February 2010
UC Irvine  April 2004 - June 2005

Skills
Tax, Accounting, Tax Advisory, QuickBooks, Financial Accounting, Business Tax Planning, High Net Worth..., Financial Reporting, GAAP, Small Business, Financial Analysis, Microsoft Office, Tax Preparation, CPA, Tax Research, Financial Statements, Corporate Tax, Tax Returns

Education
University of California, Irvine   2002 — 2007
BA, Economics

Constance Su Constance Su New York, New York Details
Constance Su's The Ayco Company, L.P., a Goldman Sachs Company Experience May 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2015 - Present
Goldman Sachs  June 2014 - August 2014
The Ayco Company, L.P., a Goldman Sachs Company   May 2013 - August 2013

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Accounting, 4.0/4.0

Phillips Exeter Academy   2006 — 2010

Michael Wollner Michael Wollner Albany, New York Area Details
Michael Wollner's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2013 - September 2013
Job Commercial Project Manager & Cash Management Sales Associate at NBT Bank
Industry Banking
Experience
NBT Bank  June 2015 - Present
NBT Bank  June 2014 - May 2015
Ameriprise Financial Services, Inc.   February 2014 - May 2014
The Ayco Company, L.P., a Goldman Sachs Company   July 2013 - September 2013
VB/Research  March 2013 - June 2013
Union College VITA Site   January 2013 - March 2013
Adirondack Small Cap Fund  December 2011 - January 2013
Retail Gaming Solutions   June 2012 - September 2012
New York State Office of the Attorney General  June 2011 - August 2011

Skills
Market Research, Financial Analysis, Portfolio Management, Team Leadership, Statistics, Access, Data Analysis, EViews, Public Speaking, Leadership, Analysis, Microsoft Word, PowerPoint, Microsoft Office, Research, Social Media, Databases, Gretl, Income Tax

Education
Union College   2010 — 2014
B.A., Economics

Bethlehem Central High School   2006 — 2010

Nicholas Bakerian Nicholas Bakerian Mclean, Virginia Details
Nicholas Bakerian's The Ayco Company, L.P., a Goldman Sachs Company Experience October 2014 - July 2015
Job Financial Consultant Assistant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab  August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   October 2014 - July 2015
Charles Schwab  December 2012 - October 2014
The New Group Consulting   February 2012 - August 2012
Diamond State Financial Group  June 2010 - November 2011
Delaware State Chamber of Commerce  January 2010 - March 2010
Bethany Beach Patrol   May 2007 - September 2009

Education
University of Delaware - Lerner College of Business and Economics   2006 — 2010
Bachelor of Science, Marketing

Salesianum School   2002 — 2006
HS Diploma, College Prep

Alex D'Amario Alex D'Amario Greater Boston Area Details
Alex D'Amario's The Ayco Company, L.P., a Goldman Sachs Company Experience March 2014 - June 2014
Job Helping enterprises securely manage information throughout the content lifecycle
Industry Information Technology and Services
Experience
Intralinks  July 2015 - Present
GE  June 2014 - June 2015
The Ayco Company, L.P., a Goldman Sachs Company   March 2014 - June 2014
Technical Fibre Products Ltd   July 2012 - August 2012

Skills
Sales, Enterprise Software, Microsoft Office, Organization, Teamwork, Communication, Leadership, Economics, Financial Analysis, Market Research, Project Management, Public Speaking, Customer Service

Education
Union College   2011 — 2015
Bachelor's Degree, Economics, Computer Science

Niskayuna High School   2007 — 2011

Molly MacElroy Molly MacElroy Schenectady, New York Details
Molly MacElroy's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2013 - February 2014
Job Sole Assessor at City of Schenectady
Industry Government Administration
Experience
City of Schenectady  May 2014 - Present
Union Graduate College  2008 - March 2014
The Ayco Company, L.P., a Goldman Sachs Company   January 2013 - February 2014
Union College  July 2006 - January 2013
Vassar College  August 2002 - June 2006

Skills
Student Affairs, Higher Education, Student Development, Community Outreach, Event Planning, Public Speaking, Research, Program Development, Volunteer Management, Editing, PowerPoint, Staff Development, Career Development, Statistics, Social Media, Microsoft Office

Education
Union Graduate College   2008 — 2014
MBA, Leadership and Management

University of Vermont   2000 — 2002
MEd, Higher Education

University of Rochester   1995 — 2000
Bachelor of Arts (B.A.), Health and Society

Jerry DelSordo Jerry DelSordo Greater New York City Area Details
Jerry DelSordo's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2002 - Present
Job Region Head Encompass Family Office at The Ayco Company, L.P. A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P. A Goldman Sachs Company   December 2002 - Present
The Ayco Company, L.P.   2002 - Present
Mesirow Financial  November 2000 - September 2002

Skills
Strategic Financial..., Series 7, Management, Investments, Financial Analysis, Wealth Management, Securities, Asset Allocation, Mutual Funds, Estate Planning, Equities, Alternative Investments, Retirement Planning, Fixed Income, Hedge Funds, Financial Modeling, Insurance, Series 63

Education
William Paterson University of New Jersey   2004 — 2006
MBA, Business Management

Indiana University Bloomington   1995 — 1999
Bachelor of Science (BS), Finance, General

Erik Jacobson Erik Jacobson Greater New York City Area Details
Erik Jacobson's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2007 - July 2007
Job FX Sales and Relationship Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   2012 - Present
J.P. Morgan   2009 - 2012
J.P. Morgan   2007 - 2009
The Ayco Company, L.P., a Goldman Sachs Company   January 2007 - July 2007

Skills
Series 7, Valuation, Fixed Income, Bloomberg, Investments, Securities, Finance, Financial Planning, Asset Allocation, Banking

Education
University at Albany   2001 — 2003
Bachelor of Arts (BA), Business/Managerial Economics

Fazio, Frank Fazio, Frank New York, New York Details
Fazio, Frank's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2010 - June 2014
Job Chief Investment Officer at AJ Wealth
Industry Financial Services
Experience
AJ Wealth   July 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   January 2010 - June 2014
The Ayco Company, L.P., a Goldman Sachs Company   February 2007 - January 2010
The Ayco Company, L.P., a Goldman Sachs Company   January 2006 - January 2007
The Ayco Company, L.P., a Goldman Sachs Company   January 2004 - December 2005
The Ayco Company, L.P., a Goldman Sachs Company   April 2002 - December 2003
Smith Barney  July 2000 - April 2002

Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Series 7, Investment Strategies, Mutual Funds, Series 63, Alternative Investments, Due Diligence, Economics, Options, Financial Analysis, Equities, Asset Management, Hedge Funds, Finance, Financial Modeling, Financial Planning, Retirement Planning, Securities, Analysis, Bloomberg

Education
Union College   1996 — 2000
"BA", Economics

Kathleen VanValen Kathleen VanValen Albany, New York Area Details
Kathleen VanValen's The Ayco Company, L.P., a Goldman Sachs Company Experience October 1998 - 2015
Job Lead Specialist Corporate Services and Real Estate at The Ayco Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company  March 2015 - Present
The Ayco Company, L.P. - A Goldman Sachs Company   October 1998 - 2015
Kaiser Foundation Health Plan/Community Health Plan   April 1994 - October 1998
Planned Parenthood of Northeastern NY   November 1989 - April 1993

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Budgets, Financial Modeling, Strategic Financial..., Business Analysis, Analysis, Data Analysis

Education
State University of New York at Albany   2000 — 2004
MBA

State University of New York College of Agriculture and Technology at Cobleskill   1996 — 1999
Bachelor, Ag Business & Marketing

Alexander Dunn Alexander Dunn Greater New York City Area Details
Alexander Dunn'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
Travelers  April 2013 - January 2015
The Hartford  August 2009 - March 2013

Education
University of Rhode Island - College of Business Administration   2004 — 2008
B.S., Finance

Aaron Byrkit Aaron Byrkit Dallas/Fort Worth Area Details
Aaron Byrkit's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2010 - December 2012
Job Portfolio Advisor at Bland Garvey Wealth Advisors, LLC
Industry Financial Services
Experience
Bland Garvey Wealth Advisors, LLC   January 2015 - Present
UBS Financial Services  December 2012 - October 2014
The Ayco Company, L.P. a Goldman Sachs Company   January 2010 - December 2012
Evans & Davis   May 2008 - March 2009
Legal Aid Services of Oklahoma  June 2007 - August 2007
World Neighbors  June 2006 - August 2006

Education
Oklahoma City University School of Law   2006 — 2009
J.D.

Oklahoma State University   2001 — 2006
B.S.

Julia Prescott Julia Prescott Greater Atlanta Area Details
Julia Prescott's The Ayco Company, L.P., a Goldman Sachs Company Experience 2007 - May 2010
Job Senior Planning Associate at SignatureFD
Industry Financial Services
Experience
Juice Plus  January 2015 - Present
SignatureFD  May 2010 - December 2014
The Ayco Company  August 2007 - May 2010
The Ayco Company, L.P. - A Goldman Sachs Company   2007 - May 2010
Vroon & Crongeyer   June 2005 - August 2005
Alston & Bird LLP  June 2003 - August 2004
Georgia Justice Project  May 2002 - August 2002

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2008
MBA, Law, Marketing, & Finance

Georgia State University College of Law   2004 — 2007
JD, Business

Skidmore College   1999 — 2003
BA, Philosophy & French Double Major

Kevin Buckley CFP® Kevin Buckley CFP® Greater New York City Area Details
Kevin Buckley CFP®'s The Ayco Company, L.P., a Goldman Sachs Company Experience 2003 - 2007
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  January 2007 - Present
The Ayco Company, L.P. A Goldman Sachs Company   2003 - 2007
Merrill Lynch  2001 - 2003

Skills
Investments, Estate Planning, Retirement Planning, Tax Preparation, Income Tax, Fixed income, Asset Allocation, High Net Worth..., Wealth Management, Private Banking, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Mutual Funds, Investment Management

Education
Penn State University   1996 — 2001
BS, Finance/Economics & Business Logistics

David Scriber David Scriber Greater Atlanta Area Details
David Scriber's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2002 - February 2013
Job Personal and Business Finance Professional
Industry Financial Services
Experience
The Ayco Company, L.P. - A Goldman Sachs Company   September 2002 - February 2013
Appliance Doctor, Inc.   August 1994 - August 2002
Quisqueya Christian School  August 1992 - June 1994

Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Planning, Financial Analysis, Retirement, Financial Advisory, Risk Management, Banking, Credit, Small Business, Entrepreneurship, Budget Monitoring, Income Tax, Tax Law, Employee Benefits, Leadership

Education
University of Maryland School of Law   1998 — 2002
Juris Doctor

St. John's College (MD)   1993 — 1996
MA, Liberal Arts and Sciences/Liberal Studies

Baptist Bible College and Seminary   1986 — 1990
Bachelor of Science (BS), Bible/Biblical Studies

Dan Weinberg Dan Weinberg Albany, New York Area Details
Dan Weinberg's The Ayco Company, L.P., a Goldman Sachs Company Experience 1983 - 2005
Job Chief Economist at Empire Asset
Industry Financial Services
Experience
AllSquare Wealth Management, LLC  Chief EconomistEmpire Asset2005 - 2012
Goldman Sachs Asset Management  June 2002 - April 2005
The Ayco Company, L.P., A Goldman Sachs Company   1983 - 2005
The Ayco Company  November 1983 - June 2002

Education
University at Albany, SUNY   1991 — 1993
ms, Taxation

Felicia Yacoob Felicia Yacoob Greater New York City Area Details
Felicia Yacoob's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2010 - February 2014
Job Firm Financing and Disclosure at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   September 2010 - February 2014
Sullivan & Cromwell LLP  July 2006 - August 2008
The Guardian Life Insurance Company of America  June 2005 - July 2006

Education
State University of New York at Albany   2006 — 2010
Bachelor of Science, Finance & Information Technology Management

YUSRA FAROOQI YUSRA FAROOQI Albany, New York Area Details
YUSRA FAROOQI's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2013 - Present
Job Tax & Financial Analyst
Industry Accounting
Experience
Goldman Sachs  August 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company   August 2013 - Present
NYS Department of Tax & Finance  January 2014 - July 2014
DELOITTE TOUCHE TAX, LLP   June 2009 - August 2009
Walgreens  January 2006 - May 2009
H.R. SHAIKH & CO   June 2005 - December 2005

Skills
PeopleSoft, Tax, Peachtree, QuickBooks, Financial Reporting, Financial Accounting, GAAP, Financial Analysis, Financial Statements, Microsoft Excel, Sarbanes-Oxley Act, Outlook, Financial Audits, Tax Preparation, Account Reconciliation, General Ledger, Internal Controls, US GAAP, Accounting, Auditing

Education
University of Houston   2012 — 2013
Master of Business Administration (MBA), Accounting and Finance

University of Houston, C.T. Bauer College of Business   2006 — 2009
Master of Business Administration (MBA), Accounting

Craig Cornwell Craig Cornwell Albany, New York Area Details
Craig Cornwell's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2005 - Present
Job Vice President Financial Counseling at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. - A Goldman Sachs Company   August 2005 - Present
GE  April 2004 - May 2005

Skills
Estate Planning, Strategic Financial..., Employee Benefits, Wealth Management, Investments, Insurance, Asset Allocation, Retirement Planning, Tax, Income Tax, Risk Management, Financial Analysis, New Business Development, Strategic Planning, Asset Managment, High Net Worth..., Investment Advisory, Estate Tax Planning, Trusts, Portfolio Management, Retirement, Leadership, Financial Services, Financial Modeling, Equities, Public Speaking, Alternative Investments, Private Equity, Investment Strategies, Management, Mutual Funds, Hedge Funds, Series 7, Microsoft Excel, Financial Planning

Education
Union College   2004 — 2005
MBA, Business

Albany Law School of Union University   2001 — 2005
JD, Estate planning, employee benefits

Cornell University
BS, Biology

Tyler Hujik Tyler Hujik Chicago, Illinois Details
Tyler Hujik's The Ayco Company, L.P., a Goldman Sachs Company Experience January 2014 - Present
Job Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2014 - Present
Axcess Financial  June 2012 - April 2013
Prophet Wealth Management   May 2010 - August 2010

Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Teamwork, Public Speaking, Financial Modeling, Access, Bloomberg, Accounting, Economics, Research, Data Analysis, Time Management, SQL

Education
University of Dayton   2008 — 2012
Bachelor's degree, Economics

University of Dayton   2008 — 2010
Bachelor's degree, Finance, General

Alexandra Fedynsky, CPA Alexandra Fedynsky, CPA Orange County, California Area Details
Alexandra Fedynsky, CPA's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2008 - Present
Job Senior Tax Analyst at The Ayco Company, LP, A Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P., A Goldman Sachs Company   February 2008 - Present

Skills
Income Tax, Foreign Reporting, Quickbooks, Fasttax, Lacerte, CPA, Tax Research, High Net Worth..., Tax Accounting, International Tax, State Tax, Tax Preparation, Tax Returns, Tax, Depreciation, Financial Planners

Education
California State University-Fullerton   2011 — 2013
MST, Masters of Science in Taxation

University of California, Santa Barbara   2003 — 2007
BA, Major: Business Economics with Emphasis in Accounting; Minor: Art History

Raghav Yadav Raghav Yadav Greater New York City Area Details
Raghav Yadav's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2010 - Present
Job Wealth Management Professional
Industry Financial Services
Experience
The Ayco Company, L.P. - A Goldman Sachs Company   September 2010 - Present

Education
Penn State University   2006 — 2010
Bachelor of Science, Finance

Chris Jauch Chris Jauch Greater Milwaukee Area Details
Chris Jauch's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2002 - October 2005
Job Client Advisor at Crescent Grove Advisors
Industry Financial Services
Experience
Crescent Grove Advisors   May 2015 - Present
Cedar Street Advisors - a part of BMO Financial Group   October 2005 - May 2015
The Ayco Company, L.P. - A Goldman Sachs Company   June 2002 - October 2005

Education
Marquette University - Graduate School of Management
MBA

University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance

James Thorp James Thorp Albany, New York Area Details
James Thorp's The Ayco Company, L.P., a Goldman Sachs Company Experience June 2001 - May 2014
Job Portfolio Manager Investment Management Professional
Industry Investment Management
Experience
The Ayco Company, L.P. A Goldman Sachs Company   June 2001 - May 2014
Federal Home Loan Bank of New York  September 1996 - June 2001
The Dai-ichi Kangyo Bank   November 1992 - September 1996
First Albany Corp.  January 1991 - April 1992

Skills
Portfolio Management, Investments, Investment Strategies, Fixed Income, Series 7, Equities, Hedge Funds, Asset Management, Financial Analysis, Bloomberg, Credit Risk, Trading, Financial Modeling, Investment Management, New Business Development, Series 63, series 24

Education
Fordham Gabelli School of Business   1997 — 2000
Master of Business Administration (M.B.A.), Finance

Georgetown University   1986 — 1990
Bachelor's Degree, Economics

City University London   1989 — 1989
Cass Business School - Economics/Finance Program

Christopher Holton Christopher Holton Boston, Massachusetts Details
Christopher Holton's The Ayco Company, L.P., a Goldman Sachs Company Experience December 2005 - January 2013
Job Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group  August 2015 - Present
U.S. Trust   January 2013 - August 2015
The Ayco Company, L.P. - A Goldman Sachs Company   December 2005 - January 2013
Gladiator, LLC   March 2005 - December 2005
Champion Mortgage  September 2004 - March 2005

Education
Plymouth State University   2003 — 2004
MBA, Investment & Finance Concentration

Plymouth State University   1999 — 2003
BS, Marketing

Erick McCreight Erick McCreight United States Details
Erick McCreight's The Ayco Company, L.P., a Goldman Sachs Company Experience 2002 - Present
Job
Industry
Experience
The Ayco Company, L.P. - A Goldman Sachs Company   2002 - Present

Education
National University
Master of Business Administration (MBA), Finance and Financial Management Services

National University
Bachelor of Science (B.S.), Finance and Financial Management Services

Jason Galardy Jason Galardy Aliso Viejo, California Details
Jason Galardy's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2005 - November 2008
Job Vice President at NettWorth Financial Group
Industry Financial Services
Experience
NettWorth Financial Group  January 2014 - Present
Trilogy Financial Services  February 2009 - January 2014
The Ayco Company, L.P., a Goldman Sachs Company   July 2005 - November 2008

Education
University of Maryland College Park   2001 — 2005
Bachelor of Arts (BA), Finance

Kyle Hoeft Kyle Hoeft Schenectady, New York Details
Kyle Hoeft's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job Senior Portfolio Administrator at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company  June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   September 2014 - Present
Strategies for Wealth  June 2014 - August 2014
Ameriprise Financial Services, Inc.   January 2014 - June 2014
Phi Gamma Delta  November 2013 - June 2014

Skills
Econometrics, Macroeconomics, Microeconomics, Monetary Economics, Financial Analysis, Spanish, Financial Modeling, Finance, Corporate Finance, Due Diligence, Accounting, Financial Reporting, Valuation, Risk Management, Fixed Income, Microsoft Office, Microsoft Excel

Education
Union College   2011 — 2015
Managerial Economics, Spanish

Spackenkill High School

Spackenkill High School

Steven Gagliardo Steven Gagliardo Albany, New York Details
Steven Gagliardo's The Ayco Company, L.P., a Goldman Sachs Company Experience August 2014 - September 2014
Job Associate at Schwartz Heslin Group, Inc.
Industry Financial Services
Experience
Schwartz Heslin Group, Inc.   June 2015 - Present
University at Albany School of Business Investment Group  2013 - May 2015
Paradigm Capital Management  October 2014 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company   August 2014 - September 2014
National Public Finance Guarantee Corp.  June 2014 - August 2014
New York State Division of Criminal Justice Services  June 2013 - February 2014
University at Albany  August 2013 - December 2013
Rockefeller College of Public Affairs & Policy   January 2012 - May 2013
Canada Lake Store and Marine   July 2009 - August 2012
University at Albany  2011 - 2012

Skills
Research, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Political Science, Event Planning, Community Outreach, Teamwork, Public Policy, Fundraising, International Relations, Analysis, Qualitative Research, Market Research, Economics, Data Analysis, Finance, Leadership, Policy Analysis, PowerPoint

Education
University at Albany   2011 — 2015
Bachelor of Science (BS), Financial Analyst Honors Program, Major GPA: 3.83

Heather Hoyt Heather Hoyt Wheeling, West Virginia Details
Heather Hoyt's The Ayco Company, L.P., a Goldman Sachs Company Experience July 2012 - 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   July 2012 - Present
Felton & Felton, CPA   October 2010 - July 2012

Skills
Accounting, Financial Analysis, Tax, Finance, Financial Planning, Tax Preparation

Education
Wheeling Jesuit University   2008 — 2011
Bachelor of Science (BS), Accounting

University of North Carolina at Wilmington   2007 — 2008

Chris Madia Chris Madia Albany, New York Area Details
Chris Madia's The Ayco Company, L.P., a Goldman Sachs Company Experience February 2014 - Present
Job Insurance Strategist at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   February 2014 - Present

Education
State University of New York at Albany   2010 — 2012
Master of Business Administration (MBA)

Corey Langston Corey Langston United States Details
Corey Langston's The Ayco Company, L.P., a Goldman Sachs Company Experience April 2000 - June 2010
Job Senior Vice President Wealth Management at UBS Wealth Management
Industry
Experience
UBS Wealth Management  June 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company   April 2000 - June 2010

Education
University of San Diego School of Law   1995 — 1998
Juris Doctor, Law

University of Utah   1990 — 1994
Bachelor of Science (B.S.), Finance, General

Kenneth Shen Kenneth Shen Mechanicville, New York Details
Kenneth Shen's The Ayco Company, L.P., a Goldman Sachs Company Experience September 2014 - Present
Job Student at State University of New York at Albany
Industry
Experience
The Ayco Company, L.P., a Goldman Sachs Company   September 2014 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Data Analysis, Customer Service, Outlook, Leadership

Education
State University of New York at Albany   2014 — 2016

University at Albany, SUNY   2014 — 2016
Economics

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