Wall Street Financial Group
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Wall Street Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
Merchants Trust Company September 2014 - Present
Wall Street Financial Group 1998 - 2012
Skills
Finance, Investments
Education
Siena College
Bachelor's Degree, Business Administration
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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