Profile
Ms. April L.
Anderson is Investment Management Associate at LVW Advisors LLC since June 2013.
Ms. Anderson was employed as a Principal by Canandaigua National Bank & Trust Co., EFP Rotenberg LLP, PAETEC Communications, Inc., and Investment Associate by FleetBoston Financial Corp.
Ms. Anderson received her BS in Finance with a concentration in Economics from the Rochester Institute of Technology and her MBA with a concentration in both Finance and Management & Leadership from the Rochester Institute of Technology.
Former positions of April L. Anderson
Companies | Position | End |
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LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Analyst-Equity | 2014-06-30 |
EFP Rotenberg LLP
EFP Rotenberg LLP Miscellaneous Commercial ServicesCommercial Services EFP Rotenberg LLP provides accounting, auditing, and tax services. The company is based in Rochester, NY. | Corporate Officer/Principal | 2008-06-29 |
PAETEC Communications, Inc.
PAETEC Communications, Inc. Specialty TelecommunicationsCommunications PAETEC Communications, Inc. provides integrated communications services. The company's services include local, long distance, voice, data & internet, software applications, network integration and managed services. It serves to medium-sized and large businesses, colleges and universities, hospitals, hotels, government organizations, financial markets and affinity groups. The company was founded in 1998 by Arunas Chesonis and is headquartered in Fairport, NY. | Corporate Officer/Principal | 2007-09-29 |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Corporate Officer/Principal | 2004-04-29 |
The Canandaigua National Bank & Trust Co.
The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Corporate Officer/Principal | - |
Training of April L. Anderson
Rochester Institute of Technology | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 5 |
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The Canandaigua National Bank & Trust Co.
The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Finance |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Finance |
PAETEC Communications, Inc.
PAETEC Communications, Inc. Specialty TelecommunicationsCommunications PAETEC Communications, Inc. provides integrated communications services. The company's services include local, long distance, voice, data & internet, software applications, network integration and managed services. It serves to medium-sized and large businesses, colleges and universities, hospitals, hotels, government organizations, financial markets and affinity groups. The company was founded in 1998 by Arunas Chesonis and is headquartered in Fairport, NY. | Communications |
EFP Rotenberg LLP
EFP Rotenberg LLP Miscellaneous Commercial ServicesCommercial Services EFP Rotenberg LLP provides accounting, auditing, and tax services. The company is based in Rochester, NY. | Commercial Services |
LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Finance |
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