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John D Gula, Age 5514 Hite Ct W, Schenectady, NY 12303

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Dawn M Gula 54 Megan Gula 46 Julia Gula

John Gula Phones & Addresses

14 Hite Ct W, Schenectady, NY 12303

Tampa, FL

Fort Pierce, FL

14 W Hite Ct, Schenectady, NY 12303 (518) 355-8783

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Resumes

John Gula Photo 36

Assistant Property Maintenance

Location:
Schenectady, NY
Industry:
Financial Services
Work:
Serafini Builders
Assistant Property Maintenance Ayco, A Goldman Sachs Company 2010 - 2014
Policy Services Administrator Ayco, A Goldman Sachs Company 2004 - 2010
Insurance Analyst Ayco, A Goldman Sachs Company 2001 - 2004
Tax Analyst Ayco, A Goldman Sachs Company 1998 - 2001
Financial Analyst and Planner Ayco, A Goldman Sachs Company 1997 - 1998
Checkwriter and Bookkeeper
Education:
Russell Sage College 1996 - 2000
Master of Business Administration, Masters, Finance University of South Florida 1987 - 1992
Bachelors, Bachelor of Science, Finance
Skills:
Accounting, Investments, Finance, Tax, Financial Analysis, Insurance, Mutual Funds, Financial Statements, Financial Planning, Estate Planning, Financial Modeling, Cash Flow Forecasting, Analysis, Economics, Risk Management, Financial Reporting
Certifications:
Insurance Agent For Life, Accident & Health, and Variable Annuities
Series 7
Series 63
Enrolled Agent
John Gula Photo 37

Founder And President

Location:
Schenectady, NY
Industry:
Information Technology And Services
Work:
Cgi
Finance and Accounting Manager Ash Management Jan 2003 - Nov 2005
Director of Finance and Sales Excel Ventures Jan 2003 - Nov 2005
Founder and President Ge Dec 2001 - Jan 2003
Financial Analyst Kelly Services Contracted Jun 2001 - Dec 2001
Financial Data Analyst Temp Ayco, A Goldman Sachs Company May 2000 - Jun 2001
Financial Planner Pepsico Aug 1994 - May 2000
Direct Sales
Education:
Rensselaer Polytechnic Institute - the Lally School of Management 1999 - 2002
Master of Business Administration, Masters, Economics, Finance Rensselaer Polytechnic Institute 1999 - 2002
Master of Business Administration, Masters, Financial Management, Finance Rensselaer Polytechnic Institute - the Lally School of Management 1991 - 1999
Bachelors, Bachelor of Science, Economics, Management, Finance Stamford Central School
Skills:
Financial Analysis, Process Improvement, Financial Modeling, Corporate Finance, Forecasting, Budgets, Finance, Strategic Planning, Financial Reporting, Management, Analysis, Accounting, Program Management, Mergers and Acquisitions, Leadership, Account Reconciliation, Financial Accounting, Training, Payroll, Operations Management, Portfolio Management
John Gula Photo 38

John Gula

John Gula Photo 39

John Gula

John Gula Photo 40

John Gula

John Gula Photo 41

John Gula

John Gula Photo 42

John Gula

John Gula Photo 43

President At Excel Ventures Llc

Location:
Albany, New York Area
Industry:
Financial Services

Publications & IP owners

Us Patents

Financial Instrument And Related Business Method

US Patent:
2005011, May 26, 2005
Filed:
Nov 23, 2004
Appl. No.:
10/995790
Inventors:
John Gula - Ballston Lake NY, US
International Classification:
G06F017/60
US Classification:
705039000, 705037000
Abstract:
A financial instrument of an entity and a related business method. The financial instrument includes: a conventional investment instrument; a penalty feature added to the conventional investment instrument; and a dividend feature added to the conventional investment instrument. The penalty feature is characterized by a penalty assessed against a holder of at least one share of the financial instrument who sells the at least one share on a date of sale that precedes an extinguish date associated with the financial instrument. The dividend feature is characterized by a dividend adapted to be distributed, on a date subsequent to the date of sale, to all Holders of Record of the financial instrument on the date of sale. The dividend is derived from the penalty. The financial instrument is adapted to be acquired by a plurality of investors.

Financial Instrument And Related Business Method

US Patent:
2007027, Nov 22, 2007
Filed:
Aug 7, 2007
Appl. No.:
11/834920
Inventors:
John Gula - Schenectady NY, US
Assignee:
EXCEL VENTURES LLC - Schenectady NY
International Classification:
G06Q 40/00
US Classification:
70503600R
Abstract:
The present invention provides a financial instrument of an entity and a related business method. The financial instrument includes: a conventional investment instrument; a premium and/or penalty feature added to the conventional investment instrument; and a dividend feature added to the conventional investment instrument. The premium feature is characterized by an upfront fee paid by the purchaser of at least one share of the financial instrument. The penalty feature is characterized by a penalty assessed against the holder of at least one share of the financial instrument who sells the at least one share on a date of sale that proceeds an extinguish date associated with the financial instrument. The dividend feature is characterized by a dividend adapted to be distributed, on a date subsequent to the date of sale, to all Holders of Record of the financial instrument on the date of sale. The dividend is derived from said premiums lost and/or penalties assessed to those investors who sold the underlying security during a predetermined agreement. The financial instrument is adapted to be acquired by a plurality of investors.

Possible Relatives

David A Gula  Joanne M Gula  Richard J Gula  Robert J Gula  Stephen J Gula  John J Last  John J Stan  John C Stanaway  John B Stanbro  John J Stanchak 

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