Top Client Associates in Greater New York City Area
Christine Wolferman
Financial Advisor
Greater New York City Area
Financial Advisor
Citigold Relationship Manager
Vice president, private banker
Vice President, Wealth Management Banker
Consumer Finance Specialist
AVP, Americas Bank Group
Assistant Vice President
Senior Registered Client Associate
Senior Client Associate
Client Associate Lead/Coach
Registered Client Associate
and Interactive Client Services Representative
Boston University
University of Phoenix
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 10
Series 7
Credit
Banking
Mortgage
Series 66
Series 63
Financial Advisory
Investments
c****[email protected]
Reggie Hudson
Digital Operations, Director
Greater New York City Area
Digital Operations, Director
Client Associate
Director of Digital Advertising Operations
Global Sales Account Manager
Advertising Operations Manager
University of Delaware
Recommendations: 8
Online Advertising
Digital Media
Advertising
Social Media Marketing
Marketing
Digital Marketing
Social Media
Start-ups
r****[email protected]
Shannon Malkin Daniels
Business Owner & Health Coach
Greater New York City Area
Business Owner & Health Coach
Adjunct Instructor
Director of Marketing and Sales
VP Sales
Director of Medicare Marketing
Multiple Positions
Client Associate
Institute for Integrative Nutrition (IIN)
University of Central Florida
University of Central Florida
Iona
Recommendations: 8
Account Management
Advertising
Budgets
Business Process
CRM
Community Outreach
Competitive Analysis
Creative Direction
s****[email protected]
Bob Mazza
Senior Recruiter
Greater New York City Area
Senior Recruiter
Client Recruitment Specialist - Hilton Worldwide RPO
Senior Recruiter - Starwood Hotels & Resorts RPO
Client Associate - Wealth Management
Recruitment Relationship Manager
Executive Recruiter - InSearch Worldwide
Senior Talent Sourcer
Bryant University
Greenwich High School
Recommendations: 4
Talent Acquisition
Search
Market Research
Social Media Marketing
Technical Recruiting
Social Networking
Social Media
Executive Search
b****[email protected]
Allison Lurie
Client Associate
Greater New York City Area
Client Associate
HR Coordinator
Marketing and Sales Coordinator
University of Colorado Boulder - Leeds School of Business
University of Pittsburg, Semester at Sea program
Recommendations: 3
Training
Strategic Planning
a****[email protected]
William Cerone
Financial Advisor
Greater New York City Area
Financial Advisor
Owner
Owner
Owner
Registered Client Associate
Student Controller
Fairleigh Dickinson University-Florham Campus
Fairleigh Dickinson University-Florham Campus
Recommendations: 3
Investments
Portfolio Management
Equities
Strategic Financial Planning
Asset Allocation
Forecasting
Finance
Business Development
h****[email protected]
Ilanna Kowski
Senior Client Associate
Greater New York City Area
Senior Client Associate
Client Associate
Investment Management Intern
Professional Tutuor
Rutgers, The State University of New Jersey - Rutgers Business School
Raritan Valley Community College
Recommendations: 2
Microsoft Office
PowerPoint
Excel
Access
Mathematics
Statistics
Minitab
Probability
i****[email protected]
i****[email protected]
Stephen Kardos
Finance Senior Specialist
Greater New York City Area
Finance Senior Specialist
Financial Analyst
Graduate of Financial and Economic Studies
Gampel Pavilion Operations Engineer Assistant
Assistant to CPA
Client Associate
Billing/Insurance/Records Assistant
The University of Connecticut School of Business
Recommendations: 2
Financial Modeling
Business Intelligence
Analysis
Accounting
Forecasting
Management
Microsoft Excel
Data Analysis
s****[email protected]
s****[email protected]
Amalie Mitchell (LION)
Managing Director
Greater New York City Area
Managing Director
Business Development Manager
Sales Manager
Client Associate
Rutgers University-New Brunswick
Recommendations: 2
Recruiting
Human Resources
Management
Leadership
Employee Benefits
Temporary Staffing
Temporary Placement
Account Management
a****[email protected]
Troy Irwin
AVP / Business Analyst, Private Client National Group
Greater New York City Area
AVP / Business Analyst, Private Client National Group
AO / Senior Private Client Associate
School Specialist
Business Analyst
Florida State University
Florida State University
Recommendations: 2
Business Analysis
Strategic Data Analysis
Analysis
Analytics
Microsoft Excel
Economics
Business Process Improvement
Portfolio Management
t****[email protected]
t****[email protected]
Stephanie Ryan, CPCU, CRIS
Corporate Insurance Manager
Greater New York City Area
Corporate Insurance Manager
Risk Management
Assistant Vice President
Senior Client Associate
Supervisor
Vice President Underwriting Operations
Commerical Risk Manager
CPCU
CRIS
NJ Life Health Property and Casualty Insurance License
Trenton State College
Recommendations: 2
Claim
Enterprise Risk Management
Liability
Risk Management
Property & Casualty Insurance
Underwriting
Product Liability
Insurance
s****[email protected]
Mona Campos
Registered Client Associate
Greater New York City Area
Registered Client Associate
Senior Loan Advisor NMLS #142274
Global Wealth & Investment Financial Review ESPP Accounting
In House Lender-Residential Mortgage Lending
Mortgage Consultant
Relationship Manager/Mortgage Consultant
Rider University, Mercy College, and Adelphi University
Cherry Hill East
Rider University, Mercy College, and Adelphi University
Recommendations: 1
Underwriting
Banking
Mortgage Lending
Financial Services
Networking
Management
Refinance
Loans
m****[email protected]
Nicholas Carlson
Associate Editor - Valleywag
Greater New York City Area
Associate Editor - Valleywag
Client Associate
Chief Correspondent
Deputy Editor
Global Editor-in-Chief
Senior Writer
Cofounder and Editor in Chief
Davidson College
Tampa Preparatory School
Recommendations: 1
n****[email protected]
Tracy Cairoli, CIMA, CRPC
Assistant Vice President
Greater New York City Area
Assistant Vice President
Portfolio Builder Product Manager
Registered Client Associate
Rutgers, The State University of New Jersey-New Brunswick
New Milford
Recommendations: 1
Asset Allocation
Mutual Funds
Asset Management
Separately Managed Accounts
Relationship Management
Securities
Sales
Investment Advisory
t****[email protected]
Daniel Madden
Programmatic TV Account Manager
Greater New York City Area
Programmatic TV Account Manager
Associate Account Manager
Advertiser Account Representative
Content Specialist
Marketing Coordinator
Vice President of Marketing
Client Associate
Fordham University
Boston College High School
Recommendations: 1
Analytics
Start-ups
Entrepreneurship
Business Development
Social Media Marketing
Market Research
SEO
Online Marketing
d****[email protected]
Inga Romashkina
Structured Products Sales
Greater New York City Area
Structured Products Sales
Account Management - Global Equities and Commodity Derivatives
Sales and Trading
Client Associate
Intern for Sales and Trading Program
Recommendations: 1
r****[email protected]
Brittany Boland, MBA
Senior Account Executive, Digital & Brand Activation
Greater New York City Area
Senior Account Executive, Digital & Brand Activation
Senior Account Executive, Digital
Account Executive, Digital
Assistant Account Executive, Digital
Independent Consultant
Marketing Assistant, Advertising & PR
Client Associate Intern
Fairfield University
Fairfield University
Recommendations: 1
Microsoft Excel
Microsoft Word
Social Media Marketing
Marketing
Social Media
Strategy
Digital Media
Team Building
b****[email protected]
Sol Reischer
Long Term Planning
Greater New York City Area
Long Term Planning
Chief: Emergency Operation Center
VP
Client Associate / Alternative Investments
Manager Options Trading / General Partner
Managing Director / Floor Specialists
Ithaca College
Recommendations: 1
Options
ETFs
Trading
Equities
Electronic Trading
Equity Trading
Equity Derivatives
Asset Allocation
s****[email protected]
Jasper Clark
Associate Consultant
Greater New York City Area
Associate Consultant
Senior Client Associate
Client Associate
Colgate University
Recommendations: 0
Bloomberg
Financial Analysis
Hedge Funds
PowerPoint
j****[email protected]
Lauren Reilly
Client Associate
Greater New York City Area
Client Associate
Seasonal Client Associate
Creative Marketing Intern
Intern Team Leader
Business/ Marketing Intern
Social Media Marketing Intern
Babson College
Recommendations: 0
Social Media
PowerPoint
Microsoft Word
Social Media Marketing
Marketing
Social Networking
Market Research
Minitab
l****[email protected]
Claudia Berman
Registered Senior Client Associate
Greater New York City Area
Registered Senior Client Associate
Registered Client Service Associate
Financial Solutions Advisor
Gallery Assistant
Bucknell University
New York University in Paris
Recommendations: 0
Series 7
Uniform Combined State Law
Mutual Funds
Investments
Bonds
Financial Advisory
ETFs
Series 63
c****[email protected]
Charlie Duclos-Seguin
Client Associate
Greater New York City Area
Client Associate
Bank Teller
Paralegal, Attorney's assistant
Bank Teller
Floor Manager
State University of New York at Albany
Hudson Valley Community College
Cegep Regional de Lanaudiere a l'Assomption
Recommendations: 0
Microsoft Office
Foreign Languages
French
Teamwork
English
Banking
Financial Analysis
Research
c****[email protected]
Alicia Ezat
Registered Client Associate
Greater New York City Area
Registered Client Associate
Intern for the Senior Vice President
Global Wealth Management Senior Intern
Queens College
Recommendations: 0
Team Leadership
Account Management
Pensions
Team Building
Morningstar
Microsoft Excel
Bloomberg
Uniform Combined State Law
a****[email protected]
a****[email protected]
Babak Faraji
Financial Representative
Greater New York City Area
Financial Representative
Registered Client Service Associate
Client Associate
DCEM Intern
Recommendations: 0
b****[email protected]
Jamie Cabezas
Human Resources/Commercial Lending Assistant
Greater New York City Area
Human Resources/Commercial Lending Assistant
Client Associate
Lead Teller
Hofstra University
Suffolk County Community College
Recommendations: 0
Credit
Finance
Wealth Management
Banking
Analysis
Wealth Management Services
Private Banking
Private Client Services
j****[email protected]
Philip Nolan
Vice President - Financial Institutions Group, National Accounts
Greater New York City Area
Vice President - Financial Institutions Group, National Accounts
Associate - Financial Institutions Group, RIA and Family Office Partnerships
Analyst
Private Client Associate
Financial Analyst Intern - Encompass
Employee Investing Services Intern
Bentley University
Scuola Lorenzo de' Medici
Recommendations: 0
n****[email protected]
Danielle Phelan
Representative
Greater New York City Area
Representative
Sales Associate
Senior Underwriter – Specialty
Senior Underwriter – Alternative Asset Protection
Client Associate – Global Wealth Management
Underwriter Associate – Executive Protection
Iona College
Iona College
Recommendations: 0
D&O Insurance
Underwriting
Client Development
Business Development
Financial Analysis
Risk management
Sales
Commercial Insurance
d****[email protected]
Stephanie Fils-Noel
Onboarding Implementation Manager
Greater New York City Area
Onboarding Implementation Manager
Account Management
Client Services Manager
Prime Services Onboarding Manager
Prime Brokerage Client Services Associate
Private Wealth Management Sales Associate
Foreign Exchange Client Associate
Foreign Exchange Fixed Income Derivative Product Analyst
Drexel University - College of Business and Administration
Recommendations: 0
Hedge Funds
Options
Trading Systems
Foreign Exchange
Trading
Fixed Income
Derivatives
Sales
s****[email protected]
Gabriella Tango
Client Associate
Greater New York City Area
Client Associate
Recommendations: 0
Marketing
Marketing Communications
Digital Media
Media Relations
Event Planning
Marketing Strategy
Fundraising
Strategic Planning
t****[email protected]
Laura Kuehn
GWIM Compliance Specialist
Greater New York City Area
GWIM Compliance Specialist
Financial Advisor, CRPC
Vice President, Client Relationship Manager, CRPC
AVP, Associate Client Relationship Manager, CRPC
Registered Client Associate, CRPC
Registered Client Associate
City University of New York-Queens College
Recommendations: 0
Series 7
CRM
Investments
CRPC
Wealth Management
Uniform Combined State Law
Mutual Funds
Bloomberg
l****[email protected]
James Henick
Seasonal Client Associate
Greater New York City Area
Seasonal Client Associate
Investment Banking Summer Analyst
Business Intern
Sales Associate
New York University
Tenafly High School
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Customer Service
Teamwork
Social Media
Public Speaking
j****[email protected]
Andrew Pavlofsky
Manager, Strategy and Operations, Asset Management Advisory
Greater New York City Area
Manager, Strategy and Operations, Asset Management Advisory
Senior Associate, Strategy and Operations, Asset Management Advisory
Associate - Investment Management
Senior Client Associate - Investment Management
Client Associate - Investment Management
Senior Research Associate - Investment Management
Research Associate - Investment Management
Saint Michael's College
Recommendations: 0
Fixed Income
Hedge Funds
Asset Managment
Asset Management
Investment Management
Equities
Strategy
Alternative Investments
a****[email protected]
Andrew Callahan
Senior Software Engineer
Greater New York City Area
Senior Software Engineer
Staff Software Engineer
Client Associate
Columbia University in the City of New York
The University of Connecticut
Flatiron School
Recommendations: 0
Ruby on Rails
Ruby
SQL
JavaScript
Strategy
Git
Research
Test Driven Development
a****[email protected]
Bernie Goldstein
Executive Director, Head of Client Skills Training - Americas
Greater New York City Area
Executive Director, Head of Client Skills Training - Americas
Director, Head of Global Sales Training
Vice President, Senior Manager, Global Sales Training
Vice President, Training Manager
Assistant Vice President- Training Manager
Senior Private Client Associate
University of Florida - Warrington College Of Business
Columbia University in the City of New York
Jewish Theological Seminary
Recommendations: 0
Talent Management
Leadership Development
Series 7
Asset Allocation
Succession Planning
Financial Services
Training
MBTI
b****[email protected]
Joe Prusnofsky
Operations Associate
Greater New York City Area
Operations Associate
Summer Business Operations Intern
Sales and Marketing Intern
Senior Client Associate
Senior Client Associate
University of Massachusetts at Amherst - Isenberg School of Management
Recommendations: 0
Time Management
Microsoft Excel
Leadership
Highly Reliable
Teamwork
Highly Dedicated
Analytical Skills
Flexibility
j****[email protected]
j****[email protected]
Allison Raftary
Manager - HR Service Delivery & Planning
Greater New York City Area
Manager - HR Service Delivery & Planning
Manager - HR Service Delivery & Planning
Associate - HR Business Transformation
Onboarding Coordinator - Institutional Securities Group
Human Resources Assistant
Client Associate Intern
Research Assistant
Dancer Relations Co-Chair
Research Assistant
File Clerk
University of Michigan
Recommendations: 0
Recruiting
Data Analysis
Human Resources
Research
Onboarding
Process Improvement
Applicant Tracking Systems
Training
a****[email protected]
Paul Ordonez
Client Associate
Greater New York City Area
Client Associate
Intern
University of Scranton
Recommendations: 0
Morningstar
Finance
Time Management
Portfolio Management
Investments
Teamwork
Customer Service
Financial Analysis
o****[email protected]
Dave Bhaduri, CFA
Associate Portfolio Manager
Greater New York City Area
Associate Portfolio Manager
VP Investments - Financial Advisor
Financial Advisor
Assoc Vice President - Financial Advisor
Registered Client Associate
Columbia Business School
Baruch College
Temple University - Fox School of Business and Management
The Johns Hopkins University
Pomperaug HS
Recommendations: 0
Excel
VBA
Microsoft Office
Word
Matlab
C++
Visual C#
Microsoft SQL Server
d****[email protected]
Andrea Ramirez
Investor Relations Analyst
Greater New York City Area
Investor Relations Analyst
Business Analyst
Finance Analyst
Vice President
Client Associate Intern
Summer Analyst
Finance Intern
Study Abroad Global Ambassador
Rutgers, The State University of New Jersey - Rutgers Business School
University of York
Recommendations: 0
Public Speaking
j****[email protected]
Cindy Marrero
Senior Associate, Fund Reporting & Treasury
Greater New York City Area
Senior Associate, Fund Reporting & Treasury
Senior Accountant, Fund Administration
Fund Administrator
Portfolio Administrator
Accounting Clerk
Client Associate
City University of New York-Hunter College
Recommendations: 0
General Ledger
Financial Reporting
Cash Management
Hedge Funds
Equities
Bloomberg
Mutual Funds
Fixed Income
c****[email protected]
Jake Greenberg
Account Executive, Software
Greater New York City Area
Account Executive, Software
Company Name
Yext
Client Associate
Summer Associate, Global Portfolio Solutions
Sports Marketing Intern
University of Miami
Tulane University
Recommendations: 0
PowerPoint
Microsoft Office
Microsoft Excel
Microsoft Word
Social Media
Research
Public Speaking
Photoshop
e****[email protected]
John Fagan
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Client Associate
Team Captain
Summer Intern
Caddy
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 0
j****[email protected]
Courtney Callaghan
Digital Marketing Manager
Greater New York City Area
Digital Marketing Manager
CRM Manager
Chevy Silverado // Account Management . CRM & Traditional
P&G, Coca-Cola, Samsung & Kellogg // Account Management . Traditional, Digital & Shopper Marketing
Client Associate
Vanderbilt University
Recommendations: 0
Marketing
Project Management
Digital Media
Digital Strategy
Advertising
Social Media
Online Advertising
CRM
c****[email protected]
Kelly Breton
Sales Associate
Greater New York City Area
Sales Associate
Associate Director, Marketing Science
Orthopedic Surgeon Research Assistant
Senior Analyst
Data Scientist
Senior Research Assistant - Internship
Client Associate
Marketing and Client Service Intern - Internship
Product Manager, Lead Data Scientist
Hunter College
University of Rochester
Recommendations: 0
m****[email protected]
k****[email protected]
Zach Lindner
Lead / Sr. Product Manager
Greater New York City Area
Lead / Sr. Product Manager
Sr. Product Owner
Client Associate
Sr. Business Analyst / Product Owner
Sr. Business Analyst
Product Manager
Santa Clara University Leavey School of Business
Recommendations: 0
Product Management
Business Analysis
Management Consulting
SDLC
Financial Services
E-commerce
Financial Analysis
Consulting
z****[email protected]
David Askenase
Private Client Associate
Greater New York City Area
Private Client Associate
Account Executive
Territory Manager
Bernard Baruch College-Zicklin School of Business
The George Washington University
Moorestown High School
Recommendations: 0
Furniture
Sales Operations
Sales
B2B
Training
Trade Shows
Networking
Procurement
d****[email protected]
Annie Lee
Research Associate
Greater New York City Area
Research Associate
Client Associate - Securities & Trading
Intern
The University of Connecticut School of Business
Recommendations: 0
Market Research
Analysis
Trading
Financial Modeling
Bloomberg
Securities
Valuation
Fixed Income
a****[email protected]
Arber Eftimiu
Associate Managing Director, AVP
Greater New York City Area
Associate Managing Director, AVP
Portfolio Manager
Founder
Relationship Manager Trainee
Service Client Associate
Intern
Iona College
Iona College
Iona College
Recommendations: 0
a****[email protected]
Demetrios Athanasopoulos
Client Associate
Greater New York City Area
Client Associate
Montclair State University
Bergen Community College
Recommendations: 0
d****[email protected]
d****[email protected]
James Moran
Senior Associate
Greater New York City Area
Senior Associate
Analyst
Ocean Lifeguard
Client Associate
Intern
Associate
University of Delaware
Garden City High School
Recommendations: 0
j****[email protected]
Timothy Choi
Senior Acquisition Manager
Greater New York City Area
Senior Acquisition Manager
Acquisition Associate/Analyst
Masters Candidate
Vice President, Manager of Sales
Global Wealth Investment Management | Client Associate
Real Estate Investment Analyst
New York University
University of Washington
Recommendations: 0
Series 7
Series 63
Investments
Banking
Securities
Asset Allocation
Wealth Management
Equities
t****[email protected]
Zen Matoshi
Senior Operations Manager
Greater New York City Area
Senior Operations Manager
CEO
CEO
SMIF
Client Associate
Fordham University - Graduate School of Business Administration
Fordham Gabelli School of Business
Recommendations: 0
Leadership
Management
Strategy
Valuation
Portfolio Management
Financial Modeling
Investments
Asset Management
m****[email protected]
z****[email protected]
Alberto Cordero
Client Advisor / Financial Advisor
Greater New York City Area
Client Advisor / Financial Advisor
Registered Senior Client Associate
NY Fixed Income Sales
New York University - Leonard N. Stern School of Business
Recommendations: 0
a****[email protected]
a****[email protected]
Shane Bacchus
Charity Analyst
Greater New York City Area
Charity Analyst
Customer Success Specialist
Management Intern
Junior Accountant
Enterprise Success Architect
Senior Enterprise Success Architect
Vice President
Data Analyst
Customer Success Architect
Client Associate
Project Manager
City University of New York-Queens College
Archbishop Molloy High School
Recommendations: 0
SQL Server Management Studio
ETL
SSIS
T-SQL
Data Integrity
Project Management
Quality Assurance
Reporting & Analysis
s****[email protected]
Theodore Daunno
Client Associate
Greater New York City Area
Client Associate
Executive Director - Event Driven Sales & Trading
Vice President - New Account Sales
Financial Advisor
Executive Director - Institutional Sales
Colgate University
The Lawrenceville School
Recommendations: 0
Equities
Electronic Trading
Trading Systems
Trading
Hedge Funds
Equity Trading
Derivatives
Financial Markets
t****[email protected]
t****[email protected]
Megan Nee
Vice President, Global Strategy, Marketing and Communications
Greater New York City Area
Vice President, Global Strategy, Marketing and Communications
Marketing Associate, Authorized Officer
Client Associate
Client Account Services Representative
Rutgers, The State University of New Jersey-New Brunswick
James Madison University
Recommendations: 0
Series 7
Series 24
Marketing Strategy
Business Strategy
Marketing
Cross-functional Team Leadership
Direct Marketing
Corporate Communications
m****[email protected]
m****[email protected]
Jessica Mordo
Global Wealth & Investment Management - Change Management Intern
Greater New York City Area
Global Wealth & Investment Management - Change Management Intern
Human Resources Consultant / Business Support Manager - Global Banking & Markets
Private Client Associate
Investment Banking Graduate Development - Program Coordinator (Intern)
Vice President, Talent Development & Diversity
Talent Acquisition Intern
Lateral Junior Talent Acquisition & Programs - Global Banking & Markets
Investment Banking Analyst
Investment Banking Graduate Development - Analyst & Associate Program Coordinator (Intern)
Leadership Development Consultant - Global Wealth & Investment Management
Investment Banking Analyst
Vice President, Leadership Development Consultant - Global Wealth & Investment Management
Vice President, Diversity & Inclusion
Recommendations: 0
j****[email protected]
Brian Herbets
Financial Consultant
Greater New York City Area
Financial Consultant
Financial Professional
Financial Analyst
Client Associate
Account Executive
Intern, Marketing
Sales Representative
Intern, Marketing
Intern, Mergers and Acquisitions
Syracuse University
Bullis School
Recommendations: 0
Marketing
Finance
Building Relationships
Social Media
Sales
Microsoft Excel
Market Research
PowerPoint
b****[email protected]
b****[email protected]
Dave Loewenthal
Audit Associate
Greater New York City Area
Audit Associate
Analyst Emerging Markets Credit Product Control
Registered Client Associate
Product Controller
Analyst- Product Control Group Prime Services
University of Rhode Island - College of Business Administration
Recommendations: 0
Financial Analysis
Product Control
Prime Brokerage
Auditing
Emerging Markets
Credit
d****[email protected]
Gaddi Salomon
Private Client Associate
Greater New York City Area
Private Client Associate
Royalty Accountant
Royalty Accountant (Freelancer)
Royalty Accountant (freelancer)
Artist Royalty Analyst
Royalty/Licensing Coordinator (freelancer)
State University of New York at Buffalo - School of Management
Recommendations: 0
Licensing
Microsoft Excel
Access
Accounting
Budgets
Royalties
Microsoft Office
Financial Reporting
g****[email protected]
David Heiner
Manager - Financial Services Advisory
Greater New York City Area
Manager - Financial Services Advisory
Associate Director - Banking and Capital Markets
Associate Consultant
Client Associate Level III/Senior Client Associate – Commercial Banking
Engagement Leader – Strategic Consulting Group (Investment management)
Client Associate Level II – Commercial Banking
Senior Research Associate/Research Associate – Commercial Banking/Insurance
Saint Anselm College
The University of Connecticut School of Business
Recommendations: 0
Banking
Market Research
Leadership
Consulting
New Business Development
Management
Sales
Strategic Planning
d****[email protected]
John Palise
CEO / Founder
Greater New York City Area
CEO / Founder
Senior Client Associate
Montclair State University
Recommendations: 0
SEO
Social Media Marketing
PPC
Entrepreneurship
Keyword Research
Finance
Marketing Strategy
Social Media
j****[email protected]
Jillian Fiorello
Company Name
Bed Bath & Beyond
Greater New York City Area
Company Name
Bed Bath & Beyond
Buyer
Private Client Associate
Marketing Associate
Senior Program Coordinator
New York University
Recommendations: 0
j****[email protected]
Claire Rothschild
Client Associate, Commercial Term Lending
Greater New York City Area
Client Associate, Commercial Term Lending
Portfolio Analyst
Commitment and Closing Analyst
Support Clerk, Information Technology Department
Fairfield University
Recommendations: 0
Access
PowerPoint
Microsoft Excel
Financial Analysis
Microsoft Office
Microsoft Word
Financial Modeling
Portfolio Management
c****[email protected]
Anisa Teodori
Consultant at Deloitte Advisory
Greater New York City Area
Consultant at Deloitte Advisory
Internal Controls
Financial Services Audit Intern
Accountant
Client Associate
City University of New York-Hunter College
Saint John's University - Peter J. Tobin College of Business
Recommendations: 0
Account Reconciliation
Financial Statements
Auditing
GAAP
General Ledger
US GAAP
Financial Accounting
Sarbanes-Oxley Act
a****[email protected]
Dustin Kershaw
Director Strategic Partnerships
Greater New York City Area
Director Strategic Partnerships
Senior Client Manager
Client Manager
Client Associate
University of Hartford
Seymour High School
Recommendations: 0
Direct Marketing
Customer Engagement
Client Aquisition
Customer Acquisition
Financial Services
Management
Multi-channel Marketing
B2B
d****[email protected]
Enrique Ordóñez
Men's Ready to Wear Consultant
Greater New York City Area
Men's Ready to Wear Consultant
General Manager - Outlet Division
VIP Client Services Manager
Recruitment and Transition Manager
General Manager, SoHo Flagship
Men's Store Manager, 5th Avenue Flagship
Men's Client Associate
General Manager at Large
Flagship Operations and Human Resources Manager - Outlet Division
Ocean County Performing Arts Academy
Recommendations: 0
e****[email protected]
Lucy Wagner
Business Support Manager
Greater New York City Area
Business Support Manager
Senior Registered Client Associate
Intern
Administrative Assistant
Intern- The Program Exchange
Wagner College
Lenguas Vivas
Recommendations: 0
Series 7
Microsoft Excel
Event Planning
Outlook
Investments
Financial Analysis
Series 66
PowerPoint
l****[email protected]
Ahsan Kaleem
Hernia Sales Representative
Greater New York City Area
Hernia Sales Representative
Pharmaceutical CSA
Management
Corporate Sales & Client Services
Sales Executive
Head Client Associate
RUTGERS UNIVERSITY, Rutgers Business School
Bergenfield High School
Recommendations: 0
Sales
Cold Calling
Customer Service
Marketing
Sales Operations
Leadership
Time Management
Microsoft Excel
a****[email protected]
Scott Kaminski
Acquisitions Analyst
Greater New York City Area
Acquisitions Analyst
Client Associate, Banking Insurance & Capital Markets
Tax Consultant, Financial Services
Summer Tax Consultant- Financial Services (Securities & Hedge Funds)
Intern- Analyst
Intern- Tax Mentor Program
Bryant University
Darien High School
Recommendations: 0
Research
Teamwork
Leadership
Microsoft Excel
PowerPoint
Microsoft Word
Microsoft Office
Customer Service
s****[email protected]
Tundi Thomas
Executive Assistant
Greater New York City Area
Executive Assistant
Receptionist/Administrative Assistant
Receptionist/Administrative Assistant
Lead Cashwrap Associate
Special Services Client Associate
City University of New York-John Jay College of Criminal Justice
City University of New York-Medgar Evers Collge
Recommendations: 0
Microsoft Excel
Microsoft Office
Outlook
PowerPoint
Administrative Assistants
Customer Service
Data Entry
Editing
t****[email protected]
t****[email protected]
Alexis Karetzky
Senior Registered Client Associate
Greater New York City Area
Senior Registered Client Associate
Ecommerce Director
Director of Marketing
Marketing Consultant
Acquisition Ecommerce Marketing Manager
Registered Client Associate
Fordham Graduate School of Business
Skidmore College
Recommendations: 0
Email Marketing
Social Media Marketing
PPC
Web Marketing
Customer Retention
Marketing Strategy
E-commerce
Online Advertising
a****[email protected]
Hannah Kremer
Seasonal Client Associate
Greater New York City Area
Seasonal Client Associate
Student
Legal Intern
Recruiting Intern
Wealth Management Intern
Cornell University
Cornell University
Recommendations: 0
Public Relations
Client Engagement
Microsoft Office
Excel
Microsoft Excel
Microsoft Word
Leadership
PowerPoint
h****[email protected]
h****[email protected]
Michael Shea
Account Executive
Greater New York City Area
Account Executive
Commissioner - North Jersey Youth Flag Football Division
Account Executive
Client Associate
Bryant University
Recommendations: 0
Series 7
Series 66
Financial Planning
Investment Advisory
Retirement Solutions
Financial Management
m****[email protected]
Jhanelle Latore
AAG Valuations Analyst
Greater New York City Area
AAG Valuations Analyst
Analyst - Collateral Management
Analyst - Cash, Collateral & Liquidity
Client Associate (Internship) - Wealth Management
Financial Services Officer (Internship) - Sales Management
Macalester College
Recommendations: 0
Statistics
R
Microsoft Office
PowerPoint
Social Media
Mathematica
Access
Analysis
j****[email protected]
Robert Byrne
Manager, Email Marketing Services
Greater New York City Area
Manager, Email Marketing Services
Manager, Email Marketing Services
Assistant Golf Professional/Manager
Client Associate
Rutgers University
Recommendations: 0
CRM
ExactTarget: Data Management Certification
PowerPoint
Silverpop
Strategy
ExactTarget: Content Creation Manager Certification
ExactTarget: API & Web Service Certification
Survey Development
r****[email protected]
Alexander J. Breton
Private Banking Advisory Associate
Greater New York City Area
Private Banking Advisory Associate
Analyst 4
Private Client Associate
Director of Events
Sales and Service Associate
New York University
St. John Fisher College
Recommendations: 0
Series 7
Series 66
Spanish
Spanish translation
Bloomberg Terminal
Private Equity
Trading
Financial Modeling
b****[email protected]
Jessica Sanchez
Senior Client Associate
Greater New York City Area
Senior Client Associate
Berkeley College
Recommendations: 0
j****[email protected]
Alfonso Hernandez Moises
Systems Strategy
Greater New York City Area
Systems Strategy
Market Development Advisor, Systems & Technology Group - CAMSS
Market Development, Associate Advisor, IBM Global Financing and Systems & Technology Group - Cloud
Executive Vice-President of the Graduate Student Council
Director of Events of the Babson Consulting Club
Market Development and Insights Intern
Academic Consultant
Registered Client Associate
Product Development
Product Development
Management Internship
Babson College - Franklin W. Olin Graduate School of Business
Boston University Questrom School of Business
Recommendations: 0
Entrepreneurship
Marketing
Strategy
Product Development
Financial Services
Information Technology
Financial Modeling
Market Research
a****[email protected]
Shai Barel
Senior Marketing Manager & Co-Founder
Greater New York City Area
Senior Marketing Manager & Co-Founder
Director of Strategic Partnerships
Procurement Manager
Student
Client Associate
Yeshiva University
High School
Recommendations: 0
Microsoft Excel
Microsoft Word
PowerPoint
Microsoft Office
Research
Analysis
Management
Social Networking
s****[email protected]
Nick Vitalo, Esq.
Attorney
Greater New York City Area
Attorney
Associate
Associate
Research Assistant to Meredith Miller
Clinical Intern
Student
Extern- Office of Fraud Detection and Market Intelligence
Legal Intern
Judicial Intern
Legal Intern
Client Associate
Intern to Financial Advisor
Ticket Runner
Touro College Jacob D. Fuchsberg Law Center
Fordham University
Chaminade High School
Recommendations: 0
Series 7
Series 63
n****[email protected]
Tre' Tre' DePietro
Vice President - Cross Asset Derivative Sales
Greater New York City Area
Vice President - Cross Asset Derivative Sales
Vice President - Institutional Equity Derivatives
Analyst
Part-Time Client Associate
Assistant Sales Trader
Fordham University
Recommendations: 0
Derivatives
Commodity
Structured Products
Fixed Income
Sales
Equity Derivatives
Research
Equities
a****[email protected]
Danielle Borruso
Registered Client Associate
Greater New York City Area
Registered Client Associate
GWIM Sr Operations Analyst
Monmouth University
Recommendations: 0
Loans
Securities
Portfolio Management
Finance
Back Office
Analysis
Mutual Funds
Investments
d****[email protected]
Sushma Arodi
Compliance AML
Greater New York City Area
Compliance AML
co-founder
Risk Architecture
Manager
Manager
COBAM KYC
Senior Consultant
Risk Architecture and Systems
Business Analyst
Structured Investments Client Associate
Derivatives Senior Analyst
Recommendations: 0
Derivatives
Investment Banking
Business Analysis
Risk Management
Requirements Gathering
Financial Risk
Banking
Management
s****[email protected]
Matthew G. Lubrano
Senior, Wealth and Asset Management
Greater New York City Area
Senior, Wealth and Asset Management
Accountant (Graduate Assistant)
Student Body President
Audit Intern
Operations and Accounting Intern
Client Associate Intern
Marist College
Marist College
Recommendations: 0
Finance
Auditing
Microsoft Excel
PowerPoint
Microsoft Word
Microsoft Office
Financial Analysis
Accounting
m****[email protected]
Lauren Florio, MBA
Registered Client Associate
Greater New York City Area
Registered Client Associate
Server
Administrative Assistant
Office Assistant
Monmouth University
Monmouth University
Monmouth University
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Customer Service
Research
English
Outlook
t****[email protected]
l****[email protected]
Nick Keltner
Investment Banking Analyst
Greater New York City Area
Investment Banking Analyst
Financial Analyst
Senior Operations Specialist
Owner
Client Associate
Purdue University - Krannert School of Management
Recommendations: 0
Financial Modeling
Investments
Due Diligence
Mergers
Valuation
Finance
Series 7
Portfolio Management
n****[email protected]
Samantha Bosin
Contributor
Greater New York City Area
Contributor
Participant
Exchange Student
GWIM Advisory Intern
Vice President of Finance - Beta Rho Chapter
Seasonal Client Associate
Director of New York Trip and Director of Spring Conference
Freelance Writer
Director of Recruitment - Beta Rho Chapter
Wealth Management Intern
Assistant
Assistant
Participant
The George Washington University
Sciences Po
Recommendations: 0
Financial Analysis
Research
Customer Service
Leadership
Event Planning
Teamwork
Analysis
Social Media
s****[email protected]
James Brady
Associate Attorney
Greater New York City Area
Associate Attorney
Associate Attorney
Extern
Extern
Intern
Intern
Intern
Registered Client Associate
Investor Services Advisor
Retail Specialist
Manufacturer's Representative
PACE LAW SCHOOL
WIDENER SCHOOL OF LAW
Rutgers University-New Brunswick
Ocean County College
Toms River High School North
Recommendations: 0
Westlaw
Hospitality
Financial Planning
Litigation
Legal Research
Legal Writing
Securities
Public Speaking
j****[email protected]
Paul Tuomey
Financial Adviser
Greater New York City Area
Financial Adviser
Licensed Agent
Financial Services Professional
Investment Wholesaler- Exchange Traded Funds
Regional Sales Associate
Institutional Sales Assistant
Financial Consultant
Client Associate
Dominican College of Blauvelt
Archbishop Molloy HS
Recommendations: 0
Personal Finance
401k Rollovers
IRAs
Buy-sell Agreements
Estate Planning
Education Funding
Life Insurance
Term Life Insurance
t****[email protected]
p****[email protected]
Elizabeth Foti, MBA
Registered Client Associate
Greater New York City Area
Registered Client Associate
Operations Associate
Sponsor
Western Connecticut State University
Western Connecticut State University
Danbury High School
Recommendations: 0
Mutual Funds
Securities
Retirement Planning
Investments
Retirement
Asset Allocation
Microsoft Excel
Financial Analysis
e****[email protected]
Dom Cappuccilli
Vice President of Business Development
Greater New York City Area
Vice President of Business Development
Enterprise Client Associate
Inside Sales Executive
Sales Manager - Knee Walker Central
Syracuse University
CBA
Recommendations: 0
Final Cut Pro
Film
Film Production
Video Production
Producing
Screenwriting
Post Production
Television
d****[email protected]
Izabela A. Ludwin
Vice President
Greater New York City Area
Vice President
Operations
Vice President
Portfolio Finance Associate
Licensed Account Manager
Client Associate
Sacred Heart University
Recommendations: 0
i****[email protected]
Blake Bockhold
Senior Private Client Associate
Greater New York City Area
Senior Private Client Associate
Private Client Associate
English Language Consultant
Intern
University of Florida - Warrington College of Business Administration
Recommendations: 0
Series 63
Series 7
Alternative Investments
Asset Allocation
Asset Management
Equities
Investments
Securities
b****[email protected]
b****[email protected]
Ray Wert
Founder
Greater New York City Area
Founder
Executive Director of Content
Editor, Jalopnik.com
Communications Manager
Director Of Operations
Assistant to the Campaign Manager
Client Associate
Recommendations: 0
Facebook
Social Media
Blogging
Public Speaking
Social Media Marketing
Journalism
Twitter
Advertising
r****[email protected]
r*****@jalopnik.com
Sofia Poonawala
Operations Ninja
Greater New York City Area
Operations Ninja
Client Services Associate
Client Associate
Canadian Field Study in East Africa
Research Assistant at Chapman Lab
Biology and Visitor's Service Intern: Rachel Carson National Wildlife Refuge
News Department Intern at CKUT 90.3 FM
Intern at Keep Orlando Beautiful: Streets and Stormwater Division
McGill University
McGill University
Recommendations: 0
Environmental Science
Research
Field Work
Ecology
Public Speaking
Microsoft Office
Environmental Research
Climate Change
s****[email protected]
Susana Mastroianni
PCG Senior Registered Client Associate
Greater New York City Area
PCG Senior Registered Client Associate
Registered Client Service Associate
Relationship Coordinator AVP
Client Relationship Associate/Financial Officer
G W Hewlett High
Hofstra University
Recommendations: 0
s****[email protected]
Matthew Marangiello
Registered Client Associate
Greater New York City Area
Registered Client Associate
Intern/Client Associate
Head Greeter/Starter
University of Rhode Island - College of Business Administration
The Wheatley School
Recommendations: 0
Series 7
Finance
m****[email protected]
J%2EP%2E Garofalo
Customer Relationship Manager
Greater New York City Area
Customer Relationship Manager
Consulting Group Sales Associate
Registered Client Associate
Summer Associate
Intern
Middlebury College
Greens Farms Academy
Recommendations: 0
j****[email protected]
Greg Kowal
Payroll Supervisor
Greater New York City Area
Payroll Supervisor
Payroll Specialist
Sales Representative (Sales Supervisor)
Client Associate
St. John's University
Forest Hills High School
Recommendations: 0
PeopleSoft
ADP Payroll
ADP ReportSmith
ADP (PCPW)
ADP (EV5)
Microsoft Office
Microsoft Excel
Microsoft Word
g****[email protected]
