Westrock Advisors

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Westrock Advisors Employees

Employee
Years
Job
Industry
James DellaVecchia James DellaVecchia Greater New York City Area Details
James DellaVecchia's Westrock Advisors Experience January 2006 - March 2008
Job Financial Advisor at The Allwood Forlenza Agency
Industry Financial Services
Experience
The DellaVecchia Group LLC   January 2014 - Present
The Allwood Forlenza Agency   January 2014 - Present
Emerald Financial Resources - A MassMutual Company   March 2009 - January 2014
National Securities  March 2008 - March 2009
Westrock Advisors   January 2006 - March 2008
Joseph Stevens  January 2005 - January 2006

Skills
Retirement, Retirement Planning, Insurance, Strategic Financial..., Financial Services, Investments, Securities, Fixed Annuities, Wealth Management, Life Insurance, Mutual Funds, Estate Planning, Strategic Planning, Series 63, Employee Benefits, IRAs, Small Business, Series 7, Disability Insurance, Term Life Insurance, 401k, Series 6, College Education...

Education
Montclair State University   2001 — 2005
Business, Business Management, General

St. Peters Prepatory   1999 — 2001

North Arlington High School

Michelle Vales Michelle Vales Greater New York City Area Details
Michelle Vales's Westrock Advisors Experience January 2005 - February 2010
Job Office/ Sales Assistant
Industry Investment Banking
Experience
Dream On Me, Inc.   May 2010 - December 2011
Westrock Advisors   January 2005 - February 2010

Skills
NYS Notary Public

Education
City University of New York-John Jay College of Criminal Justice   2006 — 2010

Erin McInerney Erin McInerney San Diego, California Details
Erin McInerney's Westrock Advisors Experience December 2008 - April 2010
Job Administrative Assistant at Crown Capital Securities, L.P.
Industry Financial Services
Experience
Crown Capital Securities, L.P.   June 2014 - Present
Sanford Rose Associates - Toft Group   September 2013 - June 2014
New England Financial  September 2011 - August 2013
Westrock Advisors   December 2008 - April 2010
Disney ABC Television Group  September 2008 - December 2008
Neighborhood Improvement Association  2005 - 2008
Bay Ridge Nissan  May 2006 - November 2007

Skills
Customer Service, Microsoft Office, FBSI, Encore, Streetscape, Netx360, Actimize, Lotus Notes, Outlook, Customer Retention, Hiring Employees, Thomson Reuters, One Note, Script Editing, Resume Writing, Editing..., Receptionist Duties, Broker's Ally, Interviews, Public Speaking, Presentations, Database Management, Client Satisfaction, Financial Services, FINRA, Customer Satisfaction, Sales, Hiring, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Management, Event Planning

Education
St. Francis College   2006 — 2008
Bachelor of Arts (BA), English Language and Literature, General

City University of New York-Brooklyn College   2003 — 2005

Patricia Brackendorff Patricia Brackendorff Houston, Texas Area Details
Patricia Brackendorff's Westrock Advisors Experience June 2010 - July 2010
Job Staff Internal Auditor at Quanta Services, Inc.
Industry Accounting
Experience
Quanta Services  June 2012 - July 2012
Persac Properties, Inc.   June 2011 - December 2011
Delta Delta Delta, Delta Omega   January 2011 - December 2011
Dream Careers Inc.  August 2010 - May 2011
Westrock Advisors   June 2010 - July 2010
City of Houston  June 2009 - July 2009

Skills
Internal Audit, Finance, Budgets, Financial Analysis, Marketing, Corporate Finance

Education
Louisiana State University   2008 — 2012
Bachelor of Science in Business Administration, Accounting

Brian Scerbo Brian Scerbo Greater New York City Area Details
Brian Scerbo's Westrock Advisors Experience January 2006 - August 2008
Job Senior Account Manager at Project One, Inc. (BScerbo@Project1.com)
Industry Information Technology and Services
Experience
Project One, Inc.   September 2010 - Present
Summit Brokerage  August 2008 - June 2010
Westrock Advisors   January 2006 - August 2008
Joseph Stevens  February 2005 - January 2006

Skills
Management, Project Management, Business Analysis, Account Management, Business Intelligence, Investments, Scrum, Management Consulting, Mobile Applications, Market Research, Product Management, CSS, CRM, New Business Development, Internet Recruiting, Mergers & Acquisitions, Java, Contract Recruitment, User Experience, Recruiting, SaaS, Technical Recruiting, Outsourcing, Training, Cold Calling, jQuery, C#, Sales Management, PHP, Finance, Mergers, Applicant Tracking..., Analysis, Analytics, SDLC, Consulting

Education
Montclair State University   2001 — 2004
Bachelors, Business Management

Pace University   2000 — 2001

North Arlington High School   1997 — 2000

Adam Fargiano Adam Fargiano Greater New York City Area Details
Adam Fargiano's Westrock Advisors Experience January 1997 - March 1999
Job CEO Founder at Reliacom, LLC
Industry Telecommunications
Experience
Reliacom, LLC   April 2011 - Present
Asia Netcom   November 2006 - February 2011
XO Communications  January 2004 - November 2006
Cable & Wireless  January 2001 - December 2003
tw telecom  April 1999 - February 2001
Westrock Advisors   January 1997 - March 1999

Skills
Managed Services, Direct Sales, Sales Process, Enterprise Software, Channel Partners, Key Account Management, Sales Operations, CRM, Co-location, VoIP, Solution Selling, Unified Communications, Telecommunications, Cloud Computing, MPLS, IP, Contract Negotiation, Channel, Data Center, SaaS, Hosted Services, WAN, SIP Trunking, Vendor Management, Sales

Education
University of Colorado at Boulder - Leeds School of Business   2001 — 2001
Training Certificate, Behavioral Interviewing

College of Staten Island   1997 — 1998
NA, Computer Science, Psychology

Eric Valente Eric Valente Greater New York City Area Details
Eric Valente's Westrock Advisors Experience March 2008 - July 2010
Job Head of Data Science and Engineering at Coatue Management
Industry Information Technology and Services
Experience
Coatue Management  January 2015 - Present
Coatue Management  January 2013 - December 2014
Boulevard IT   July 2010 - December 2012
Westrock Advisors   March 2008 - July 2010
Monarch Financial Corporation of America   May 2005 - March 2008

Skills
Amazon Web Services..., Docker, Amazon RDS, Amazon EC2, Web Scraping, Apache Spark, Python, Data Management, Data Analysis, Flask, Tableau, Research, Selenium, Ubuntu, Cloud Computing, Cisco Technologies, Windows Server, Data Center, Windows, OS X, Network Administration, Trading Systems, VMware Infrastructure, Juniper, Powershell, Network Design, Routing, Google Apps, MySQL, Crystal Reports, Cisco, Meraki, Connectwise, Labtech, Mac OS X, PRTG, SNMP, Bloomberg Software, Equinix, Nimble Storage, Storage Area Networks, SAN, Avaya IP Telephony, Vidyo, Splunk, Disaster Recovery, Microsoft Exchange, Managed Services, Zerto

Education
University of Massachusetts, Amherst   2000 — 2005
BS, Computer Systems Engineering

Benjamin Z. Cooper Benjamin Z. Cooper Greater New York City Area Details
Benjamin Z. Cooper's Westrock Advisors Experience January 2007 - March 2008
Job VP, Relationship Manager/NY Business Banking Team with Santander US
Industry Banking
Experience
Santander Bank, N.A.   September 2012 - Present
Capital One  May 2010 - August 2012
JPMorgan Chase  March 2008 - May 2010
Westrock Advisors   January 2007 - March 2008

Skills
Small Business Lending, Consumer Lending, Commercial Lending, Loans, Lines Of Credit, Credit, Commercial Banking, Mortgage Lending, Banking, Retail Banking, Treasury Management, New Business Development, Sales, Computer Proficiency, Merchant Services, Payroll Services, Cash-flow Management, Commercial Real Estate..., Formal Credit Training..., Series 7, Credit Analysis, Commercial Mortgages, Loan Origination, SBA, Credit Cards, Cross Selling, Underwriting, Relationship Management, Mortgage Banking, Asset Based Lending, Deposits, Branch Management, Financial Services, Credit Risk, Cash Management, Residential Mortgages, Portfolio Management, Small Business

Education
Hofstra University   2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Management

Douglas A Sherman Douglas A Sherman Greater New York City Area Details
Douglas A Sherman's Westrock Advisors Experience November 2008 - March 2009
Job WallachBeth Capital..ETF and Derivative sales
Industry Financial Services
Experience
WallachBeth Capital  October 2013 - Present
I A Englander Options Floor   January 2013 - October 2013
Kota Global Securities  May 2009 - December 2012
Westrock Advisors   November 2008 - March 2009
Aeneas Capital Management   March 2000 - June 2007
SAC Capital  January 1998 - March 2000
Israel A. Englander & Co.   December 1989 - December 1997
Drexel Burnham Lambert  September 1985 - December 1989

Education
Mercyhurst University   1981 — 1985

Kevin Sharma Kevin Sharma Greater New York City Area Details
Kevin Sharma's Westrock Advisors Experience May 2005 - April 2008
Job Vice President at J.Streicher Capital
Industry Financial Services
Experience
J.Streicher Capital   February 2015 - Present
Meyers Associates L.P.   August 2013 - June 2014
Obsidian Financial Group, LLC.   April 2008 - May 2013
Westrock Advisors   May 2005 - April 2008
J. P. Turner, LLC.   October 2002 - January 2004
Ehrenkrantz King Nussbaum   October 2001 - November 2002

Skills
Securities, Investments, Equities, Series 7, Customer Relations, Options, Compliance, Risk Management, Sales Management, Series 63, Customer Service, Insurance, Financial Services, Strategic Financial..., Mutual Funds, Wealth Management, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation

Education
State University of New York at Stony Brook   1993 — 1996
BS, Biochemistry

Mustafa El-Quhir Mustafa El-Quhir Greater New York City Area Details
Mustafa El-Quhir's Westrock Advisors Experience 2005 - 2006
Job Medicare Agent at AMAC Association of Mature American Citizens
Industry Investment Banking
Experience
AMAC - Association of Mature American Citizens  August 2013 - Present
Ranstad  February 2011 - Present
PJPHealthangency   2013 - 2013
One Blaze studio   September 2011 - January 2012
Worldwide wealth management  2007 - 2008
Westrock Advisors   2005 - 2006

Skills
Investments, Strategic Financial..., Financial Analysis, Insurance, Banking, Credit, Valuation, Financial Risk, Cash Management, Cash Flow, Accounting, Managerial Finance, Health Insurance, Economics, Microsoft Money, Portfolio Management, Financial Accounting, Asset Management, Mutual Funds, Financial Advisory, Financial Markets, Bloomberg, Series 7, Trading Systems, Derivatives, Commodity, ETFs, Equity Derivatives, Medicare Advantage, Medicare, Investment Advisory, Medicare Part D, Medicare Prescription..., Financial Planning

Education
Berkeley college   2007 — 2011
Bachelors, Financial services

Monroe Community College   2005 — 2007
Associate's degree, Business Adminstration

Peter Farley Peter Farley Greater New York City Area Details
Peter Farley's Westrock Advisors Experience January 2005 - March 2005
Job Process Server at JMA SERVICES
Industry Insurance
Experience
JMA SERVICES   February 2012 - Present
Mutual Marine Office  September 2007 - September 2010
Aon Risk Services  June 2005 - May 2007
Westrock Advisors   January 2005 - March 2005

Skills
Claims, Reinsurance, Customer Service, Research, Access, Accounting, Analysis, Employee Benefits, Finance, General Insurance, Insurance, Legal Liability, Liability, Management, Data Analysis, Property, Underwriting

Education
Long Island University, C.W. Post Campus   2003 — 2005
Bachelor of Science, Business Administration; Marketing

Johnson and Wales University   1998 — 2001
N/A, Management

Christopher Kohner Christopher Kohner Abbeville, Mississippi Details
Christopher Kohner's Westrock Advisors Experience June 2005 - May 2007
Job Cjkohner
Industry Financial Services
Experience
EFLS LLC   September 2009 - November 2010
Oppenheimer Funds  June 2007 - November 2008
Westrock Advisors   June 2005 - May 2007
Movie Gallery  January 1999 - January 2000
US Navy  January 1990 - January 1995

Skills
Accounts Payable, Customer Service, Equities, Finance, Financial Services, Market Research, Mutual Funds, PowerPoint, Sales, Series 7, Training, Financial Analysis, Insurance

Education
University of Mississippi
Bachelor, Business Administration; Managerial Finance

Jim Grey Jim Grey Greater New York City Area Details
Jim Grey's Westrock Advisors Experience January 2005 - July 2005
Job Territory Development at Varonis Helping enterprises manage, secure and protect human generated big data
Industry Information Technology and Services
Experience
Varonis  March 2014 - Present
Native Nation Events  January 2010 - February 2014
Pier Conference Group   January 2008 - January 2010
Westrock Advisors   January 2005 - July 2005

Skills
Trade Shows, Sales, Meeting Planning, New Business Development, Event Planning, Event Management, Lead Generation, Sponsorship Sales, Account Management, Live Events, Strategy, Sales Process, Sales Management, B2B, Salesforce.com, Sales Operations, Management, Solution Selling, CRM, Direct Sales

Education
Hofstra University   2003 — 2007
Business Administration and Management, General

Ridgewood High School   1999 — 2003