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JG

John Gula

Assistant Property Maintenance at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Serafini Builders Inc</span>
Intro Book
Seasoned finance professional with 17 years of experience in accounting, investments, and financial analysis.
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Location
Schenectady, New York, United States, US
Skills
  • Accounting
  • Investments
  • Finance
  • Tax
  • Financial Analysis
  • Show all
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Bio

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Topline AI
John Gula is a seasoned finance professional with 17 years of experience in accounting, investments, and financial analysis. He has worked in various roles, including Policy Service Administrator, Insurance Analyst, Tax Analyst, and Financial Analyst/Planner. John holds an MBA and BS degrees from reputable institutions and is certified as an Enrolled Agent, Insurance Agent, and Series 63 and 7 license holder.

Credentials

  • Enrolled Agent
    Internal Revenue Service
  • Insurance Agent for Life, Accident & Health, and Variable Annuities
    -
  • Series 63
    -
  • Series 7
    FINRA

Experience

  • Serafini Builders Inc
    • Schenectady, NY
    • Assistant Property Maintenance
      • Dec 2018 - Present
      • Schenectady, NY

      Maintain property appearance and repair rental equipment.

  • The Ayco Company, L.P., a Goldman Sachs Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Policy Service Administrator
      • 2010 - 2014

      Worked daily to ensure clients fully understood their insurance policies and the value they deliver.

    • Insurance Analyst
      • 2004 - 2010

      Prepared more than 1,000 insurance illustrations in one year - key factor in department's $10 million revenue year.

    • Tax Analyst
      • 2001 - 2004

      Completed more than a hundred tax returns for high net worth individuals in single year.

    • Financial Analyst/Planner
      • 1998 - 2001

      Monitored mutual funds. Provided monthly update for net asset values and rates of return for Department's investment report.

    • Checkwriter/Bookkeeper
      • 1997 - 1998

      Monitored personal accounts for Fortune 500 clients.

Education

  • 1996 - 2000
    The Sage Colleges - Russell Sage College
  • 1987 - 1992
    University of South Florida

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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