Contact Us

The New York Society of Security Analysts, Inc.
1540 Broadway, Suite 1010 (entrance on 45th Street)
New York, NY 10036-2714
Directions

Phone (212) 541-4530
Fax (212) 541-4677
Office Hours 9:00 a.m.–5:00 p.m.

NYSSA Staff Directory

Board of Directors General Inquiries
Managing Director Marketing
Event Services Media Production
Education Member Services
Finance and Administration

Programming

Board of Directors
 Alex Urdea, CFA, FRM, CMT

Chairman

Meet our Board of Directors

Chief Executive Officer

 Daniel Dagen, CFA
Chief Executive Officer
(646) 871-3404

Questions about:
•  Information Technology
•  Human Resources
•  Administration
•  Sponsorship
•  Supervision
•  Planning

Event Services

 Jenny Ball
Director of Business Development
(646) 871-3429
  Jenny Ball

Questions about:
 •  Renting Space at NYSSA- Conference Center & Board Rooms

•  Partnerships & Joint Events            
•  Sponsorships
•  Catering

 Harriet Gill
Events & Office Administrator
(646) 871-3410
Harriet Gill 

Questions about:
•  Policies and Procedures
•  Event Registration
•  Event Services

Education

Mario E. Carias, CFA
Director of Education and Test Preparation
 (646) 871-3407
  

Questions about: 

• Professional Development Course Development
• CFA Exam Preparation Course Development 
Becoming an Instructor for NYSSA
CFA Scholarships
• CPE Credits

Bethany Rivera
 Education Manager
(646) 871-3428
  Bethany Rivera

Questions about:

•  Instructors and Course Materials
•  Professional Development  
•  Course General Inquiries  
•  CFA Exam Preparation 
•  CFA Study Groups
•  CPE Credits 

Erin Dolan
Education Coordinator
(646) 871-3436 


Questions about:
•  Instructors and Course Materials
•  Course General Inquiries
•  Course Registration
Dr. Carl Crego, CFA
 
 NYSSA CFA Instructor
  

Questions about:
•  CFA Exam Preparation Courses

O. Nathan Ronen, CFA
NYSSA CFA Instructor


Questions about: 
•  CFA Exam Preparation Courses

Finance & Administration

Steven Frasier
Director of Finance & IT
(646) 871-3435
Steven Fraiser

Questions about:
• Credit Card Billing Issues
• Financial Statements
• Reconciliations
• Budgets
• Benefits
• Refunds
• Payroll
• IT

Mirelys Santana
Accounting Associate
(646) 871-3402


Questions about:
• Accounts Receivable
Accounts Payable
• Collections

Marketing

Amy Fleming
Email & Database Marketing Manager
(646) 871-3420
Amy Fleming

Questions about:
•  NYSSA Mail and Email Subscriptions
•  Communication Preferences

Amanda Agueda
Web & Social Media Marketing Manager
(646) 871-3423

Questions about:
•  Website Content
•  Social Media

   NYSSA Social Media:

Facebook Linkedin (Company) Page | Linkedin (Group) Twitter | Yelp | YouTube | Google+ | Instagram

Media Production

Chris Bruzese
Media Production Assistant
(646) 871-3414


Questions about:
• Video & Online Media Production 
• CFA Class Videos
• A/V Support

Member Services

Membership Services
Membership
(212) 541-4530 ext. 1503

Questions about:

•  Membership: How to Join and Dues Renewal
•  General CFA Membership Inquiries
•  Membership Application Sponsors
•  Updating Your Member Record
•  Joining a Committee
•  Member Benefits

Programming

Derly Zapata
Associate Director of Programming & Committee Affairs
(646) 871-3405
Derly Zapata

Questions about:
• Participating in the CFA Institute Research Challenge & SEMI
• Becoming a presenter at NYSSA Conferences/Seminars
• Program Administration

Lauren Young
Program Coordinator


Questions about:

• Topical/Industry Conference Inquiries
• Committee Program Inquiries
• Presentation materials

General Inquires

Conference | Seminar Inquiries Seminars (646) 871-3405
Education | CFA® Program Inquiries Education (646) 871-3428
Marketing | Corporate Sponsorship Sponsorship (646) 871-3416
Membership | Dues Membership (212) 541-4530 ext. 1503

  
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 The New York Society of Security Analysts, Inc, © NYSSA
1540 Broadway, Suite 1010, (entrance on 45th Street), New York, NY 10036
(212) 541-4530