Berkeley College Assistant Chair, Accounting and Finance Joanne Snider

Joanne Snider

Assistant Chair, Accounting and Finance

Larry L. Luing School of Business®

Education

B.A., University of Michigan
M.B.A., Long Island University
D.B.A., Walden University

Professional and Teaching Experience

  • Program Director, Financial Services
  • Faculty, Finance, Larry L. Luing School of Business, Berkeley College, 2009 - present
  • Adjunct Faculty, Queensborough Community College, 2009 - 2012
  • Adjunct Faculty, LaGuardia Community College, 2011 - 2012
  • Online Faculty, Finance, University of Phoenix, Axia College, 2009 - 2010
  • Adjunct Faculty, Oakland University, 2002 - 2003
  • Adjunct Faculty, Oakland Community College, 1991 - 1992
  • Treasurer, Board of Directors, Financial Planning Association - New York, 2016 - 2017
  • Evaluator for Comprehensive Financial Plan Alternative Submissions, CFP Board, 2015 -2016
  • Certified Financial Planner, CararetGrant, Bayside, NY, 2008 - 2013
  • Director of Advanced Planning, The Island Financial Group, 2007 - 2008
  • Financial Consultant, Sovereing Bank, 2006 - 2007
  • Owner/Consultant, Citation Financial, Inc, 1999 - 2006
  • Certified Financial Planner, Hantz Financial Services, 1997 - 1999
  • Certified Financial Planner, American Express Financial Advisors, 1993 - 1997

Presentations, Publications, and Research

  • “Success Strategies for Small Financial Planning Firms,” International Journal of Applied Management and Technology, Snider, J. and Davies, K.J., 2016
  • “Success Factors of Small Business Owners of Independent Financial Planning Firms,” Research Symposium Presentation, Walden University, 2015
  • “U.S. Markets and Institutions,” Copenhagen Business Academy at Berkeley College, 2016
  • CFP® Board Program Directors Conference, 2010 - 2017
  • Berkeley College, Consortium for Critical Writing, Reading, and Thinking, New York, 2012 - 2016, Session Chair 2014
  • International Learning Styles Conference, CUNY Hostos Community College, 2012
  • “Project Based Learning for Business Students: Creation of a Business Plan as a Learning Device,” IRB Approved Study & Presentation, CUNY Queensborough Community College Spring Forum, 2010

Awards and Recognitions

  •  Online Faculty of the Year Award, Berkeley College, 2014

Professional Affiliations

  • Certifications: CFP®, ChFC®, CLU®, EA
  • IRS Enrolled Agent
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Certified Financial Planner®
  • Life/health Variable

Other Skills, Interests, and Activities

Interview Topics

Career Opportunities in Financial Services, Financial Planning – Costs & Benefits to Individuals, Financial Planning for Small Business Owners, Effects of Tax Changes on Portfolio Management. Risk Management for Investors, Corporate Financial Analyst Opportunities, Retirement Planning for Average Americans

Media Contact

Please contact Ilene Greenfield, Director of Media Relations, at 973-278-5400 ext. 5122 or igl@BerkeleyCollege.edu to interview Berkeley College staff or for more information.

The information reflected in this profile has been furnished and verified by the individual biographee, who is solely responsible for such content.

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