Wall Street Financial Group

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Wall Street Financial Group Employees

Employee
Years
Job
Industry
Syed Nishat Syed Nishat New York, New York Details
Syed Nishat's Wall Street Financial Group Experience June 2010 - Present
Job Senior Vice President at Wall Street Alliance Group
Industry Financial Services
Experience
Wall Street Alliance Group   September 2010 - Present
Wall Street Financial Group   June 2010 - Present
National Securities  January 2004 - June 2010

Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Mutual Funds, Investment Advisory, IRAs, Disability Insurance, ETFs, Portfolio Management, 401k Rollovers, 401k, Financial Planning, College Savings Plans, Stocks, 529 Plans, Variable Annuities, Health Insurance, Roth IRA, Defined Benefit, Cash Balance, Profit Sharing Pension..., Defined Contribution, SEP IRA, Wealth Management, Investment Strategies, Asset Management, Retirement Plan..., Retirement Savings, Securities, Investments, Financial Services, Retirement, Fixed Annuities, Asset Allocation, Equities, Investment Management, Wealth Management..., Bonds, Risk Management, Insurance, Qualified Retirement..., Long-term Care, Term Life Insurance, Universal Life, Whole Life, Indexed Annuities, Permanent Life Insurance, Equity Research, Fixed Income, Wealth Preservation...

Education
University of Nevada-Reno   2000 — 2002
Bachelor, Business

Jessica Rose (Jessi-Rose) Western, MT-BC Jessica Rose (Jessi-Rose) Western, MT-BC Portland, Oregon Area Details
Jessica Rose (Jessi-Rose) Western, MT-BC's Wall Street Financial Group Experience June 2005 - December 2005
Job Music Therapist, Singer/Songwriter, MultiInstrumentalist, and Private Instructor
Industry Music
Experience
Oregon Association for Music Therapy (OAMT)   February 2014 - Present
Willamette Valley Hospice  February 2014 - Present
Shaller Gerweck Music, LLC   October 2013 - Present
Marylhurst University  September 2013 - Present
Self-Employed Musician  October 2011 - Present
The Curative Cuisine   October 2010 - October 2011
Telecare Corporation  September 2009 - October 2010
Comcourse  January 2008 - April 2009
Vector Careers   December 2005 - April 2008
Wall Street Financial Group   June 2005 - December 2005

Skills
Treatment, Recruiting, Marketing, Nutrition, Group Therapy, Business Development, Healing, Personal Development, Therapists, Psychology, Rehabilitation, Mental Health, Music Therapy, Program Management, Music

Education
Marylhurst University   2003 — 2007
Bachelors, Music Therapy & Flute Performance

L. Lamond Syphus, CFP® L. Lamond Syphus, CFP® Saint George, Utah Details
L. Lamond Syphus, CFP®'s Wall Street Financial Group Experience 2005 - October 2013
Job Financial Consultant at Syphus Financial, Inc.
Industry Financial Services
Experience
SCF Securities, Inc.   November 2013 - Present
SCF Investment Advisors, Inc.   November 2013 - Present
Syphus Financial, Inc.   November 2013 - Present
Wall Street Financial Group   2005 - October 2013
Zions Investment Securities, Inc   1998 - 2005

Education
University of Utah   1975 — 1978
Bachelor of Arts (B.A.), Sociology/Finance

Dixie State College   1970 — 1972
Associate of Arts (AA), General Studies

J. Eric Menge J. Eric Menge Greater Minneapolis-St. Paul Area Details
J. Eric Menge's Wall Street Financial Group Experience January 2004 - January 2007
Job Associate Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  September 2014 - Present
Tritec Marketing   May 2010 - April 2014
JEM Technical  January 2010 - April 2014
Allstate  2008 - 2010
JEM Technical  January 2007 - December 2008
Wall Street Financial Group   January 2004 - January 2007
Focus Financial  December 2002 - October 2003
NetWorth   2002 - 2002
Morgan Stanley  2000 - 2002
JEM Technical  January 1994 - April 2000

Education
Berklee College of Music   1990 — 1993
Songwriting Major

Christopher Marsico Christopher Marsico Greater Pittsburgh Area Details
Christopher Marsico's Wall Street Financial Group Experience February 2007 - February 2013
Job Financial Advisor at Marsico Wealth Management, LLC
Industry Financial Services
Experience
Cambridge Investment Research  February 2013 - Present
Marsico Wealth Management, LLC   February 2007 - Present
Wall Street Financial Group   February 2007 - February 2013
US Army  August 2000 - December 2004

Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Asset Allocation, Securities, Investment Advisory, Retirement, Series 63, Portfolio Management, Investment Strategies, Equities, Financial Advisory, Asset Management, Fixed Annuities, Estate Planning, Uniform Combined State..., FINRA

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2005 — 2008
Master of Business Administration (MBA), Finance, General

Indiana University Bloomington   1996 — 2000
Bachelor of Science (BS), Economics

Shady Side Academy

Dan Duehn Dan Duehn Greater Minneapolis-St. Paul Area Details
Dan Duehn's Wall Street Financial Group Experience October 2012 - January 2013
Job Lead, WebForms Fulfillment Implementation at SPS Commerce
Industry Financial Services
Experience
SPS Commerce  June 2015 - Present
SPS Commerce  July 2014 - June 2015
SPS Commerce  December 2013 - July 2014
SPS Commerce  June 2013 - December 2013
Bethel University  December 2011 - May 2013
Wall Street Financial Group   October 2012 - January 2013
Target  June 2012 - August 2012
New Brighton Community Center  August 2011 - May 2012
Bethel University  August 2009 - November 2011
Minnesota Asphalt Maintenance   May 2009 - August 2011

Skills
Microsoft Office, Business Analysis, Excel, Customer Service, Supervisory Skills, Word, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Team Leadership, Teamwork, Management, Event Planning, Process Improvement

Education
Bethel University   2009 — 2013
B.A., Business-Finance and Economics Finance

Fridley High School   2005 — 2009
Diploma

Ryan Kanick, CFA Ryan Kanick, CFA Greater New York City Area Details
Ryan Kanick, CFA's Wall Street Financial Group Experience January 2009 - May 2009
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service  March 2014 - Present
Moody's Investors Service  April 2011 - March 2014
Wall Street Financial Group   January 2009 - May 2009
First Investors Corporation  June 2008 - August 2008

Skills
Financial Modeling, Investments, Securities, Financial Analysis, Corporate Finance, Fixed Income, Bloomberg Terminal, Microsoft Office, Portfolio Management

Education
State University of New York College at Geneseo   2006 — 2010
BS: Business Administration

Michael Bewley Michael Bewley Austin, Texas Details
Michael Bewley's Wall Street Financial Group Experience 1996 - 2008
Job Vice President, Client Experience at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services  January 2013 - Present
Kovack Securities  December 2008 - January 2013
Wall Street Financial Group   1996 - 2008
Wall Street Financial Group   May 2002 - March 2005
Wall Street Financial Group   1997 - May 2002

Skills
Investments, Securities, Portfolio Management, Asset Management, Series 24, Series 63, Investment Advisory, Series 7, Mutual Funds, Financial Advisory, Asset Allocation, Wealth Management, Strategic Financial..., Alternative Investments, FINRA, Financial Services, Retirement Planning, Finance, Management

Education
St. John Fisher College   1993 — 1997
Bachelor of Science (B.S.), Management and Finance

Christina Giglio Christina Giglio Rochester, New York Details
Christina Giglio's Wall Street Financial Group Experience February 2007 - November 2012
Job Operations Manager at Charleton Financial, LLC
Industry Financial Services
Experience
Charleton Financial, LLC   November 2012 - Present
Wall Street Financial Group   February 2007 - November 2012
New England Financial  September 1998 - February 2007
Friendly's Ice Cream Corp  1990 - 1998

Skills
Financial Services, FINRA, Series 7, Series 24, Series 66, Series 53, Management

Education
SUNY New Paltz   1987 — 1991
Liberal Arts, Visual Arts

D. Robert Anderson D. Robert Anderson Victor, New York Details
D. Robert Anderson's Wall Street Financial Group Experience November 2013 - Present
Job Registered Representative at Wall Street Financial Group, Inc.
Industry Financial Services
Experience
Wall Street Financial Group   November 2013 - Present
Wall Street Financial Group, Inc.   1997 - Present
Anderson-VanHorne Insurance & Financial Services   May 1982 - Present

Skills
Securities, FINRA, Property & Casualty..., Health Insurance, Life Insurance, Commercial Insurance

Education
Aetna Insurance Institute

Alfred State College - SUNY College of Technology

Don Burger Don Burger Victor, New York Details
Don Burger's Wall Street Financial Group Experience January 2000 - May 2002
Job Financial Advisor at AndersonVanHorne Associates
Industry Financial Services
Experience
Anderson-VanHorne Associates   August 2011 - Present
Renaissance Executive Forums  May 2009 - September 2011
Ensemble Financial Services, Inc.   March 2004 - August 2011
AM&M Financial Services, Inc.   May 2002 - March 2004
Wall Street Financial Group   January 2000 - May 2002

Skills
Mutual Funds, Retirement Planning, Asset Management, Wealth Management, Equities, ETFs, Securities, Asset Allocation, 403 b, Investments, Stocks, Annuities, IRA's

Education
State University of New York College at Geneseo   1995 — 1999
BS, Business Management

Kenneth J. Graci,CFP® Kenneth J. Graci,CFP® Rochester, New York Area Details
Kenneth J. Graci,CFP®'s Wall Street Financial Group Experience May 2002 - Present
Job Branch Manager at Wall Street Financial Group
Industry Financial Services
Experience
Wall Street Financial Group   May 2002 - Present
Wall Street Financial Group   May 2002 - Present

Skills
Retirement Planning, FINRA, Financial Services, Finance, Wealth Management, Securities

Education
University of Dayton   1968 — 1970
Bachelor's Degree, Bachelor of Music in Performance

Dan Chang, CFP® Dan Chang, CFP® San Francisco Bay Area Details
Dan Chang, CFP®'s Wall Street Financial Group Experience January 1999 - January 2003
Job Financial Advisor Managing Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2003 - Present
Wall Street Financial Group   January 1999 - January 2003
Bank of the West  December 1998 - December 1999

Education
Golden Gate University   2000 — 2002
Ceriticate, Financial Planning

Golden Gate University   1998 — 2002
BS, Finance

Diane Kline Diane Kline South Hero, Vermont Details
Diane Kline's Wall Street Financial Group Experience 1998 - 2012
Job Personal Investment Officer at Merchants Trust Company
Industry Financial Services
Experience
Merchants Trust Company  September 2014 - Present
Wall Street Financial Group   1998 - 2012

Skills
Finance, Investments

Education
Siena College
Bachelor's Degree, Business Administration

David Nagy David Nagy Buffalo/Niagara, New York Area Details
David Nagy's Wall Street Financial Group Experience April 2005 - Present
Job President at Foresight Financial Planners, Inc
Industry Financial Services
Experience
Wall Street Financial Group   April 2005 - Present
Foresight Financial Planners, Inc   April 2005 - Present
Foresight Financial Planners, Inc   January 2000 - Present
BNI Signature   September 2013 - September 2013
Legal Shield  2000 - 2012

Skills
Estate Planning, Investments, Strategic Financial..., FINRA, Retirement Planning, Mutual Funds, Securities, Wealth Management, Asset Allocation, Life Insurance, Investment Management, Pensions, Fixed Annuities, Financial Services, Finance, 401k, Small Business, Financial Advisory, Health Insurance, Individual Health..., Series 7, Retirement, Disability Insurance, IRAs

Education
Iroquois   1970 — 1979

Hilbert College   1976 — 1978
Business, Management

Scott M. Lippa, AIF Scott M. Lippa, AIF Rochester, New York Area Details
Scott M. Lippa, AIF's Wall Street Financial Group Experience 2009 - 2012
Job Retirement Plan Advisor, Accredited Investment Fiduciary at Cambridge Investment Research, Inc.
Industry Executive Office
Experience
Cambridge Investment Research, Inc.   2014 - Present
MassMutual Financial Group  2013 - 2014
Lawley Courier Advisors   January 2012 - December 2013
Cadaret, Grant & Co., Inc.   January 2012 - December 2013
Wall Street Financial Group   2009 - 2012
Emerald Technologies   2009 - 2012
Klein Steel Service Inc.  2008 - 2009
Countrywide Financial Corporation  2007 - 2008
NVR Inc. / Ryan Homes   2005 - 2007
Bank of America  2004 - 2005

Skills
Pensions, ESOP, Retirement Plans..., Fiduciary Plan..., Better Participant..., Avoiding Severe Market..., Form 1040 Line 17..., Form 8582 Income to...

Education
Kettering University
B.S. Electrical Engineering

McQuaid Jesuit High School
HSD

Tufts University
Electrical Engineering

Douglas DiDominica Douglas DiDominica Greater New York City Area Details
Douglas DiDominica's Wall Street Financial Group Experience February 1998 - March 1999
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  September 2008 - Present
Principal Financial Group  July 2007 - September 2008
The Granite Financial   February 1997 - July 2008
Granite Securities LLC   March 2000 - April 2008
The Investment Center  February 1999 - February 2000
Wall Street Financial Group   February 1998 - March 1999
Raymond James  October 1996 - February 1998

Skills
Management, Financial Advisory, Financial Services, Securities, Financial Planners, Coaching, Educational Leadership, Organizational..., Leadership Development, FINRA, Retirement, 401k, Retirement Planning, Fixed Annuities, Series 7, Series 63, Life Insurance, Insurance, Disability Insurance, Mutual Funds, Asset Allocation

Education
Farmingdale State College   1989 — 1992

Andrew T. Rich Andrew T. Rich Rochester, New York Area Details
Andrew T. Rich's Wall Street Financial Group Experience January 2013 - February 2014
Job Independent Business Owner at Self Employed
Industry Insurance
Experience
Self Employed  February 2014 - Present
Wall Street Financial Group   January 2013 - February 2014
Applebee's  June 2012 - January 2013
Ameriprise Financial  July 2010 - June 2012
MassMutual Financial Group  May 2010 - July 2010
Self-Employed  February 2010 - July 2010
Combined Insurance  August 2009 - February 2010
The William Seward Inn   July 2009 - August 2009
Bob Evans  August 2006 - August 2009
David Nachbar/Richard Dollinger State Senate Campaign   June 2008 - August 2008

Skills
Customer Service, Leadership, Sales, Life Insurance, Disability Insurance, Long Term Care Insurance, Medicare, Public Speaking, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Satisfaction

Education
State University of New York College at Fredonia   2006 — 2009
B.A., Interdisciplinary Studies: Music Business

University of Nottingham   2008 — 2008

Roberts Wesleyan College   2005 — 2006

Chris Virgil Chris Virgil Rochester, New York Details
Chris Virgil's Wall Street Financial Group Experience July 2014 - Present
Job Business Development and Recruiting at Wall Street Financial Group
Industry Financial Services
Experience
Wall Street Financial Group   July 2014 - Present
Colorado Financial Services Corporation   January 2013 - June 2014
Wall Street Financial Group   July 2009 - January 2013
Wall Street Financial Group   July 2009 - January 2013
Van Dyke, Inc.   2011 - 2013
Olympia Asset Management   June 2008 - December 2008

Skills
Asset Allocation, Mutual Funds, Financial Operations, Wealth Management, Stocks, Investment Banking, Operational Efficiency, Business Efficiency, Portfolio Management, Financial Markets, Securities, Business Relationship..., Internal Audit, Retirement Planning, Investment Strategies, Alternative Investments, Oil & Gas Exploration, Mergers & Acquisitions

Education
Ithaca College   2004 — 2008
Bachelor of Arts (B.A.)

Brendan Baynes Brendan Baynes Greater Denver Area Details
Brendan Baynes's Wall Street Financial Group Experience January 2011 - June 2011
Job Supervisor at Western Union
Industry Financial Services
Experience
Western Union  February 2015 - Present
JPMorgan Chase  January 2014 - February 2015
JPMorgan Chase  August 2012 - December 2013
BNY Mellon  May 2012 - August 2012
BNY Mellon  June 2011 - May 2012
Wall Street Financial Group   January 2011 - June 2011

Skills
BSA, OFAC, Microsoft Office, Compliance, Excel, Word, SharePoint, HTML, AML, Access, Adobe Acrobat, Proficient in InDesign, Lotus Notes, Syfact, LexisNexis, Microsoft Excel, Microsoft Word, Fraud, Auditing, Analysis, Finance, Bank Secrecy Act, Anti Money Laundering

Education
State University of New York College at Geneseo   2007 — 2011
BS, Business Administration

Griffith College: Dublin, Ireland   2010 — 2010
International Business

Timothy Delaney Timothy Delaney Victor, New York Details
Timothy Delaney's Wall Street Financial Group Experience February 2013 - Present
Job Senior Management Team, Director of Operations, Business Developement, Client Services, Practice Management, IT at WSFG
Industry Financial Services
Experience
Wall Street Financial Group   February 2013 - Present
Wall Street Financial Group   May 2008 - Present
Butterrum Photography   January 2007 - Present
Independent IT Consultant  January 2000 - Present
Entre Computer Services  May 2000 - May 2008
Eastman Kodak Company  October 1996 - April 2000
Freddie Mac  April 1995 - October 1996
Kex Copy Source   1990 - 1995
United States Navy  September 1986 - June 1994

Skills
Management, Networking, Integration, Computer Hardware, Customer Service, IT Operations, Servers, Leadership, Information Technology, IT Management, Customer Satisfaction, Troubleshooting, Sales, Operations Management, Technical Support, Business Development, Marketing, Software Installation, Training, Time Management, Financial Analysis, Citrix, Mobile Applications, People Skills, LAN-WAN, Customer Retention, Laptops, Customer Support, Performance Improvement, Customer Engagement, Series 99, Laserfiche ECM, Windows Server, Customer Insight, Customer Experience, Operational Planning, Network Engineering, Laser App, Redtail Technologies, Albridge, Vendor Relationship...

Education
Finger Lakes Community College   2008 — 2012
Associate of Arts and Sciences (AAS), Information Technology

Strayer University (VA)   1995 — 1996
Coursework, Information Technology and Networking

Victor   1983 — 1986
Regents, Mathematics and Science

Victoria Bach-Fink Victoria Bach-Fink Rochester, New York Area Details
Victoria Bach-Fink's Wall Street Financial Group Experience November 2013 - Present
Job President/CEO & Owner of Wall Street Financial Group, Inc.
Industry Financial Services
Experience
Wall Street Financial Group   November 2013 - Present
FINRA  May 2008 - Present
Wall Street Financial Group   April 2005 - November 2013
Rising Talents Dance Studio   September 2005 - June 2010
Mrs New York America   1998 - 2008
Wall Street Financial Group   November 1997 - April 2005
Wall Street Financial Group   November 1994 - November 1997
Wall Street Financial Group   May 1994 - November 1994

Skills
FINRA, Securities, Financial Services, Mutual Funds, Alternative Investments, Marketing Communications, Management, Series 7, Series 63, Trading, Asset Management, Variable Annuities, Sales Commissions, Licensing, Compliance, Operations Management, Sales Operations, Registered Investment..., Series 65, series 27, series 99, Series 24, Regulatory Audits, Financial Audits, Arbitration, Legal Compliance, Financial Accounting, Finance, Broker-Dealer, Investment Advisory, series 4, series 53

Education
St. John Fisher College   1990 — 1994
BS, Finance

Penfield High School

Victoria Peryer Victoria Peryer Watertown, New York Details
Victoria Peryer's Wall Street Financial Group Experience November 2013 - May 2014
Job Marketing Director at New Life Christian Church
Industry Public Relations and Communications
Experience
New Life Christian Church  July 2014 - Present
Wall Street Financial Group   November 2013 - May 2014
Thousand Islands Winery  October 2011 - November 2012
General LED  May 2010 - August 2011
Stewart Title  2009 - 2010
Abercrombie & Fitch  2007 - 2008

Skills
Sales, Marketing, Trade Shows, Social Media, Investment Advisory, Investments, Series 7, Life & Health Insurance..., Customer Service, Sales Management, Marketing Communications, Marketing Strategy, Product Marketing, series 66

Education
St. Mary's University   2004 — 2008
BBA, Corporate Finance and Marketing

Cornerstone christian school

Peter Keim Peter Keim Buffalo, New York Details
Peter Keim's Wall Street Financial Group Experience June 2013 - December 2013
Job Actuarial Intern at BlueCross BlueShield of Western New York
Industry Insurance
Experience
BlueCross BlueShield of Western New York  June 2015 - August 2015
Erie Insurance Group  May 2014 - August 2014
Wall Street Financial Group   June 2013 - December 2013

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Leadership, Employee Benefits, Risk Management, Databases, SharePoint, Access, Claim, Health Insurance, Property & Casualty..., Teamwork, English, Actuarial Exams, General Insurance

Education
University of Rochester   2012 — 2016
Bachelor's Degree, Mathematics

Humboldt University of Berlin   2014 — 2014
Study Abroad, German Language and Literature

Rick Kowalick Rick Kowalick Washington D.C. Metro Area Details
Rick Kowalick's Wall Street Financial Group Experience June 2004 - May 2013
Job Investment Executive at Questar Capital; Dulles National Financial Services, DNFS, Owner.
Industry Financial Services
Experience
Questar Capital  May 2013 - Present
Dulles National Financial Services   January 1982 - Present
Wall Street Financial Group   June 2004 - May 2013

Skills
401k Rollovers, QDRO's,..., 401k Rollovers

Education
Shenandoah University   1991 — 1992
MBA, Business

Albright College   1975 — 1979
BA, History

Louis Catone Louis Catone Boston, Massachusetts Details
Louis Catone's Wall Street Financial Group Experience May 2010 - August 2010
Job Internal Business Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  February 2013 - Present
Manning & Napier Advisors  April 2011 - January 2013
AXA Advisors  September 2010 - December 2010
Wall Street Financial Group   May 2010 - August 2010

Skills
Mutual Funds, Series 7, Financial Modeling, Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Financial Markets, Morningstar, Relationship Management, Equities, Fixed Income, Portfolio Management, Retirement

Education
SUNY Geneseo   2006 — 2010
Bachelor of Science (B.S.), Business Administration

Amy McNally Amy McNally San Diego, California Details
Amy McNally's Wall Street Financial Group Experience October 1998 - April 2013
Job Relationship Manager at J.W. Cole Financial, Inc.
Industry Financial Services
Experience
J.W. Cole Financial, Inc.   May 2015 - Present
Independent Financial Group LLC  April 2013 - May 2015
Wall Street Financial Group   October 1998 - April 2013

Skills
Retirement Planning, Securities, Asset Management, Investments, Mutual Funds, Financial Advisory, Asset Allocation, ETFs, IRAs, Variable Annuities, Fixed Annuities, Stocks, 529 Plans, Separately Managed..., Asset Managment

Education
Saint John Fisher College   1994 — 1998
BA, Economics

Kim Masiello Kim Masiello Rochester, New York Area Details
Kim Masiello's Wall Street Financial Group Experience 1995 - 1998
Job Masiello Retirement Solutions
Industry Financial Services
Experience
Masiello Retirement Solutions   1990 - Present
Wall Street Financial Group   1995 - 1998
Techtran Industries, Inc.   1981 - 1986

Skills
Retirement Planning, Estate Planning, Asset Management

Education
Syracuse University   1979 — 1981
BS, Accounting

The American College

State University of New York College at Brockport   1987 — 1989
MS, Elementary Education

Cicero High School   1973 — 1978
Regents Diploma

Chas Fiscella, CPA Chas Fiscella, CPA Buffalo/Niagara, New York Area Details
Chas Fiscella, CPA's Wall Street Financial Group Experience January 2009 - April 2009
Job Senior Accountant at Rich Entertainment Group
Industry Accounting
Experience
Rich Entertainment Group   March 2015 - Present
Freed Maxick CPAs, P.C.   June 2012 - February 2015
Amato, Fox & Co.   September 2010 - June 2012
Wegmans Food Markets  June 2003 - August 2010
Wall Street Financial Group   January 2009 - April 2009

Skills
Auditing, Nonprofits, GAAP, Customer Service, Microsoft Excel, Financial Reporting, Non-profits, Accounting, Internal Controls

Education
State University of New York at Buffalo - School of Management   2009 — 2010
MS, Accounting

State University of New York College at Geneseo   2005 — 2009
BS, Accounting

Rebecca Johnson Menendez Rebecca Johnson Menendez Rochester, New York Area Details
Rebecca Johnson Menendez's Wall Street Financial Group Experience August 2005 - June 2007
Job President at RAM Marketing
Industry Marketing and Advertising
Experience
RAM Marketing   August 2009 - Present
Wall Street Financial Group   August 2005 - June 2007
Time Warner Cable  February 2004 - August 2005
Buckmans Car Wash   2002 - February 2004
Choice One Communications  May 1999 - May 2001

Skills
Marketing Communications, Media Relations, Marketing, Public Relations, Press Releases, Integrated Marketing, Television, Marketing Strategy, Direct Marketing, Email Marketing, Digital Marketing, Advertising, Social Media Marketing, B2B, Media Planning

Education
St. John Fisher College   1996 — 1999
BA, Communication/Journalism with a Concentration in Advertising/PR

Rich Yuran Rich Yuran Greater New York City Area Details
Rich Yuran's Wall Street Financial Group Experience March 2012 - Present
Job Registered Representative at Wall Street Financial Group
Industry Financial Services
Experience
Wall Street Financial Group   March 2012 - Present
R. Stephens Financial, Inc   1993 - Present

Skills
Estate Planning, Retirement Planning, Investments, Retirement, Wealth Management, Insurance, Small Business

Education
Binghamton University   1982 — 1986
BS, accounting

Binghamton University   1982 — 1986
bs, business

Suffern High School   1980 — 1982

Christine Hennessy Christine Hennessy United States Details
Christine Hennessy's Wall Street Financial Group Experience March 2013 - October 2014
Job Customer Service
Industry Food & Beverages
Experience
Belhurst Castle  May 2015 - Present
Wall Street Financial Group   March 2013 - October 2014
Alton Mfg.   October 2012 - December 2012
Innovative Recruiting Solutions Inc.   June 2012 - August 2012
Pierre Deux Store   April 2009 - June 2011
Interior Design Resources   September 2008 - March 2009
Employee Relations Associates  April 1991 - June 2008

Skills
Sourcing, Human Resources, Interviews, Management, Leadership, Sales, Customer Service, Retail, Purchasing, Temporary Placement, Marketing, Budgets, Training, Microsoft Office

Education
Monroe Community College   2006 — 2008
ASS, Interior Design

SUNY College at Brockport
No degree, Fine Arts

Nathan Driscoll Nathan Driscoll Rochester, New York Area Details
Nathan Driscoll's Wall Street Financial Group Experience May 2006 - November 2008
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  January 2013 - Present
Northwestern Mutual  December 2008 - January 2013
Wall Street Financial Group   May 2006 - November 2008

Education
St. John Fisher College   2002 — 2006
Business Management

Wayne Fan Wayne Fan Greater New York City Area Details
Wayne Fan's Wall Street Financial Group Experience September 2008 - December 2008
Job Analyst at Alternative Asset Investment Management
Industry Banking
Experience
Alternative Asset Investment Management  July 2009 - October 2009
JW Management Consulting   January 2009 - September 2009
Wall Street Financial Group   September 2008 - December 2008
Merrill Lynch  June 2008 - September 2008

Education
University of Rochester   2005 — 2009

Samantha Larew Samantha Larew Rochester, New York Details
Samantha Larew's Wall Street Financial Group Experience October 2007 - July 2009
Job Compliance Communications Supervisor & BrokerDealer Chief Compliance Officer at Manning & Napier
Industry Financial Services
Experience
Manning & Napier Advisors  March 2014 - Present
Manning & Napier Investor Services, Inc.   December 2013 - Present
Manning & Napier Advisors  December 2013 - March 2014
Manning & Napier Advisors  April 2010 - November 2013
Wall Street Financial Group   October 2007 - July 2009
Manning & Napier Advisors  2003 - 2007

Skills
Process Improvement, Regulatory Compliance

Education
State University of New York College at Brockport   1999 — 2003
BS, Political Science

Abby Nakao Abby Nakao Greater New York City Area Details
Abby Nakao's Wall Street Financial Group Experience October 2005 - July 2006
Job Administrator at Werum Software & Systems AG
Industry Computer Software
Experience
Werum Software & Systems AG   January 2009 - Present
Meisel, Tuteur & Lewis P.C.   January 2007 - July 2007
Wall Street Financial Group   October 2005 - July 2006
Parsippany Christian School   September 1991 - October 2005

Skills
QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Open Air

Education
New Jersey City University   1979 — 1982
Bachelor of Science, Business Administration

James Duffy James Duffy Greater New York City Area Details
James Duffy's Wall Street Financial Group Experience August 1998 - July 1999
Job Park Avenue Strategic Partners, Chair & Managing Director
Industry Financial Services
Experience
Park Avenue Strategic Partners   February 2013 - Present
Principal Financial Group  September 2007 - Present
The Granite Financial   February 1997 - July 2008
The Investment Center  July 1999 - April 2001
Wall Street Financial Group   August 1998 - July 1999
Raymond James Financial Inc.  1997 - 1998
MONY Securities Corp.   1997 - 1997

Skills
401k, 403 b, Variable Annuities, Fixed Annuities, Asset Allocation, Buy-sell Agreements, Deferred Compensation..., Disability Income..., Executive Benefit..., Informal Business..., Traditional IRA, Roth IRA, Pension Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Business Continuation..., Buy-Sell Review, Income Protection, SEP IRA, Key Person Insurance, Series 7, Series 63, Series 24, Simple IRA

Education
The New School   1989 — 1991
Certificate, Business Management

Molloy College   1984 — 1989
Bachelor's Degree, Business Finance

Roxie Elliott Roxie Elliott Rochester, New York Area Details
Roxie Elliott's Wall Street Financial Group Experience December 2006 - July 2009
Job Companion individual at PRALID
Industry Retail
Experience
Pralid  September 2011 - Present
Walmart  November 2010 - Present
Dots  April 2010 - March 2011
Wall Street Financial Group   December 2006 - July 2009
LifeMark Securities Corp  August 1998 - December 2006
jcpenney  July 1995 - August 1998
Payless ShoeSource/Picway Shoes   September 1993 - July 1995
Dress Barn  February 1990 - September 1993

Education
SUNY Brockport   1984 — 1992
Bachelor's degree, Sociology/Math minor

Jerome K. Janish Jerome K. Janish Hamburg, New York Details
Jerome K. Janish's Wall Street Financial Group Experience February 2005 - August 2007
Job Associate Manager at Uncle Bob's Self Storage
Industry Retail
Experience
Uncle Bob’s Self Storage  November 2012 - Present
FWS Home Furnishings   July 2012 - September 2012
Ashley Furniture Homestore  August 2009 - June 2012
Ashley Furniture Homestore  August 2009 - June 2012
Wylewood & Associates   February 2008 - August 2009
Wall Street Financial Group   February 2005 - August 2007
Buffalo Planning Group   February 1990 - February 2005

Skills
Retail, Sales Management, Outlook, Public Speaking, Furniture, B2B, Product Marketing, Leadership Development

Education
State University of New York College at Buffalo   1975 — 1978
Bachelor of Science (B.S.), Geology