Bridgewater Wealth & Financial Management
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Bridgewater Wealth & Financial Management Employees
Bridgewater Wealth & Financial Management May 2013 - Present
Destination Hotels & Resorts January 2011 - March 2013
Donohoe Hospitality Services February 2008 - January 2011
Skills
Hospitality Industry, Hospitality, Customer Service, Hospitality Management, Hotel Management, Hotels, Event Planning, Resorts, Meeting Planning
Education
Delaware State University
Marketing
Advanced Nursing & Home Support January 2015 - Present
SoBran-Inc August 2014 - Present
Bridgewater Wealth & Financial Management July 2013 - August 2014
Randstad HR Solutions June 2013 - September 2013
College Nannies & Tutors June 2011 - May 2013
Medix Staffing Solutions May 2010 - October 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Data Entry, Management, Administrative...
Education
Montgomery College 2013 — 2015
Montgomery College
Associate's degree, Business Administration and Management, General
Life Made Easier (with ALL in one home & pet services) March 2015 - Present
Angie's Artful D-Lites April 2011 - Present
Mary Kay Inc. December 2010 - Present
Penn National Gaming June 2012 - June 2013
Penn National Gaming November 2011 - June 2012
Bridgewater Wealth & Financial Management March 2002 - December 2010
Skills
Customer Service, Customer Satisfaction, Team Building, Training, Leadership, Advertising, Project Management, Management, Program Management, Small Business, Sales, Process Improvement, Public Speaking, Account Management, Marketing, Retail, Business Strategy
Education
University of Maryland University College 1997 — 1999
Accounting
New Mexico State University 1983 — 1993
Bachelor of Business Administration, Finance
Bridgewater Wealth & Financial Management January 2015 - Present
Hall Capital Partners LLC June 2014 - August 2014
Bridgewater Wealth and Financial Management May 2012 - February 2013
US Department of Homeland Security January 2012 - February 2012
Rotator Staffing Services, Inc February 2009 - April 2011
Skills
Proficient in Microsoft..., Microsoft Excel, Data Entry
Education
American University 2011 — 2014
Bachelor of Science (B.S.), Accounting, 3.74
The London School of Economics and Political Science (LSE) 2013 — 2013
Accounting and Finance
Bridgewater Wealth & Financial Management January 2014 - Present
CohnReznick LLP January 2007 - June 2013
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax Returns, Income Tax, Tax Preparation, GoSystems, Tax, Accounting, Preparation, CPA, Auditing, GAAP, Partnership Taxation, QuickBooks, Financial Accounting, Financial Statements
Education
Golden Gate University 2010 — 2011
MST, Taxation
Bowie State University 2003 — 2007
B.S., Accounting
Alliance Partners LLC December 2014 - Present
EY May 2014 - November 2014
First Niagara Bank, N.A. August 2011 - April 2014
Bridgewater Wealth & Financial Management August 2010 - July 2011
Dish Network June 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2014 — 2017
MBA
University of Michigan 2006 — 2010
Bachelor of Arts, Economics
The Bullis School 2002 — 2006
Bridgewater Wealth & Financial Management April 2013 - Present
Wilmington Trust July 2010 - January 2013
on Sabbatical April 2009 - July 2010
Deloitte Investment Advisory September 2005 - April 2009
ETFidea, LLC January 2002 - December 2004
RBC Dain Rauscher 2001 - 2002
Prudential Financial 1999 - 2001
Prudential 1994 - 1999
Skills
Plannning, Philanthropy, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Financial Planners, Wealth Management..., Investment Management, Banking, Life Insurance, Wealth Management, Risk Management, High Net Worth..., Estate Tax Planning, Trusts, Family Office, Succession Planning, Asset Protection, Leadership, Investments, Retirement, Mutual Funds, Management, Insurance, Wealth, Financial Services, Securities, Asset Management, Finance, Alternative Investments, Investment Advisory, Investment Strategies, Bonds, Pensions, Series 7, Managerial Finance, Equities
Education
Saint John Fisher College 1989 — 1993
BA, International
Bridgewater Wealth & Financial Management November 2010 - Present
Education
Saint Anselm College 1993 — 1997
Bridgewater Wealth & Financial Management January 2015 - Present
Bluetext September 2014 - December 2014
Scripps Networks Interactive February 2014 - June 2014
Scripps Networks Interactive Inc. January 2013 - May 2013
Dream Careers Inc. September 2012 - March 2013
HomeSun Ltd June 2012 - August 2012
Riden Household May 2010 - May 2012
Jamie Weiss Photography June 2010 - August 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Microsoft Excel, Blogging, Sales, Microsoft Word, Social Media Marketing, Public Speaking, Event Planning, Public Relations, Social Media
Education
University of Tennessee-Knoxville 2011 — 2013
Bachelor's Degree, Finance Major w. Entrepreneurship Collateral
University of Colorado at Boulder 2009 — 2010
Business
Bridgewater Wealth & Financial Management January 2013 - Present
Dean Foods October 2000 - May 2011
Master Dairies, Inc. May 1995 - October 2000
International Dairy Foods Association May 1984 - May 1995
Foreign Agricultural Service December 1973 - April 1984
Skills
Dairy
Education
University of Maryland College Park 1971 — 1973
MS, Agricultural Economics
Rutgers, The State University of New Jersey-New Brunswick 1968 — 1971
BS, Agricultural Economics
Bridgewater Wealth & Financial Management March 2013 - Present
The Tauber Family Foundation May 2010 - August 2011
Bethesda Country Club January 2005 - December 2009
Bridgewater Wealth & Financial Management May 2008 - August 2008
Skills
Accounting, Account Reconciliation, Microsoft Excel, Investments, General Ledger, Portfolio Management, Analysis, Equities, Financial Modeling, Financial Analysis, Finance, Management, Social Media, Customer Service, PowerPoint
Education
University of Arizona 2009 — 2012
Bachelor of Science (BS), Finance
ADTECH / AOL September 2014 - Present
Undertone February 2014 - September 2014
Undertone October 2012 - January 2014
Bridgewater Wealth & Financial Management January 2012 - October 2012
Bridgewater Wealth & Financial Management August 2011 - January 2012
Results for Development Institute May 2010 - August 2011
Abercrombie & Fitch April 2009 - April 2010
Jacobs & Associates April 2008 - November 2008
The Employment Law Group February 2007 - April 2008
Information Systems and Services (ISS) April 2006 - January 2007
Skills
HTML, CSS, JavaScript, Digital Media, Online Advertising, Leadership, Training, Research, Human Resources, Event Planning, Microsoft Excel, Administrative..., Microsoft Office, Editing, Social Media, Data Entry, PowerPoint, Fundraising, Fiddler, Technical Writing, Pdf, Process Scheduler, Budgets, Microsoft Word, Customer Service, Budgeting, Java
Education
The George Washington University 2005 — 2008
BA, Psychology, Organizational Sciences
Capital One July 2014 - Present
Bridgewater Wealth & Financial Management February 2014 - April 2014
New York County District Attorney's Office May 2013 - August 2013
Skills
Accounting, Commercial Banking, Healthcare Real Estate, Credit Analysis, Microsoft Excel, Portfolio Management, Financial Analysis, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting
University of Maryland College Park
Bachelor’s Degree, Accounting
H.H. Backer Associates March 2014 - Present
H.H. Backer Associates October 2013 - March 2014
Staffing Agencies September 2010 - October 2013
Bridgewater Wealth & Financial Management August 2011 - January 2012
Holy Family Catholic Community June 2005 - July 2010
Holy Family Catholic Community December 2004 - July 2010
Holy Family Parish August 2004 - December 2004
Delegation of the European Union to the United States of America August 2001 - December 2001
Skills
Access, Event Management, Event Planning, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Volunteer Management, Training, ACS People Suite..., Adobe Acrobat, Adobe Contribute, Constant Contact, Databases, Donor Perfect, E-newsletter, E-newsletter Design, InDesign, Microsoft Word, Photoshop, QuickBooks, Volunteer Recruiting, Volunteer Training, Social Media, Editing, Public Speaking, Nonprofits, Management, Customer Service, Leadership, Strategic Planning, Fundraising
Education
American University
Master of Arts (MA), International Peace and Conflict Resolution
Forester Institute (San Jose, Costa Rica)
Certification, Intermediate Spanish
Goethe Institute (Murnau, Germany)
Certification, Intermediate German
Mount St. Mary's University
Bachelor's Degree, International Studies and German
Deloitte September 2015 - Present
University of Maryland September 2011 - May 2015
Deloitte June 2014 - August 2014
Bridgewater Wealth & Financial Management June 2013 - August 2013
TechnoServe June 2013 - August 2013
Robert H. Smith School of Business, University of Maryland August 2012 - May 2013
National Institutes of Health May 2012 - August 2012
Live Green March 2012 - May 2012
Skills
QuickBooks, Microsoft Office, Research, PowerPoint, Mac, PC, Social Media, Team Leadership, Focused Execution, Passion for Helping..., Data Analysis, Accounting, Management, Entrepreneurship
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor's Degree, Accounting
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Accounting
Gelman, Rosenberg & Freedman, CPAs 2014 - Present
Bridgewater Wealth & Financial Management February 2014 - August 2014
GE Capital May 2013 - August 2013
Shobha May 2012 - August 2012
Skills
Charismatic Leadership, Public Speaking, Self-driven, Microsoft Office, Research, Customer Service, Team-oriented, Professional Writing
Education
University of Maryland College Park 2010 — 2014
Double Major: Accounting/Finance
Bethesda Chevy Chase Rescue Squad July 2005 - July 2014
Washington Orthopaedics & Sports Medicine, Smartherapy August 2013 - May 2014
Comprehensive Cardiac Care July 2012 - August 2013
University of Maryland August 2011 - May 2012
Bridgewater Wealth & Financial Management December 2010 - August 2011
Washington Eye Physicians and Surgeons May 2010 - February 2011
Georgetown University Center for Aphasia Research and Rehabilitation May 2008 - August 2008
Penn Diagnostics May 2007 - August 2007
Skills
Research, Clinical Research, Medicine, CPR Certified, Public Speaking, Community Outreach, Data Analysis, Nonprofits, Public Health, SPSS, Statistics, PowerPoint, Microsoft Excel, Microsoft Office, Teaching, Grant Writing, Social Media, Program Development, Microsoft Word, Editing, Fundraising
Education
Northwestern University - The Feinberg School of Medicine 2014 — 2017
Physical Therapy/Therapist
University of Maryland College Park 2011 — 2012
Post-bac
University of Rochester 2006 — 2010
B.S., Brain and Cognitive Science
MITRE January 2015 - Present
Bridgewater Wealth & Financial Management February 2014 - May 2014
JHS Capital Advisors, LLC June 2013 - February 2014
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance and Supply Chain Management, Senior
The American University of Rome 2013 — 2013
Saint Pius X Catholic High School 2006 — 2010
Bridgewater Wealth & Financial Management June 2015 - July 2015
Education
University of Michigan 2013 — 2017
Economics
Alvarez & Marsal August 2014 - Present
Journal of Contemporary Health Law and Policy May 2013 - June 2014
Catholic University Columbus School of Law January 2012 - May 2014
U.S. Department of Labor January 2014 - April 2014
Consumer Protection Project at Columbus Community Legal Services August 2013 - December 2013
DC Appleseed May 2013 - August 2013
Innocence Project August 2012 - May 2013
Judge Gerald Fisher's Chambers at DC Superior Court May 2012 - August 2012
Bridgewater Wealth & Financial Management May 2011 - August 2011
Onondaga County District Attorney's Office January 2011 - May 2011
Skills
Legal Research, Criminal Justice, Legal Issues, Legal Writing, Courts, Community Outreach, Policy, Research, Politics, Trials, Westlaw, Legislation, Lexis, Political Science, PowerPoint
Education
The Catholic University of America, Columbus School of Law 2011 — 2014
Juris Doctor (J.D.), Law
Syracuse University 2007 — 2011
B.A., Middle Eastern Studies, Political Science
St. Andrew's Episcopal School
St. Andrew's Episcopal School
AMG Payment Solutions December 2003 - Present
Bridgewater Wealth & Financial Management November 1999 - November 2013
KPMG Audit November 1996 - December 1998
Skills
Accounting, Financial Reporting
Education
American University 1995 — 1997
Graduate degree, Accounting
American University 1985 — 1989
Bachelor's degree, Business Administration and Management, General
U.S. Department of the Treasury June 2014 - August 2014
United States District Court for the District of New Jersey May 2013 - August 2013
Bridgewater Wealth & Financial Management July 2011 - August 2012
Bridgewater Wealth & Financial Management December 2010 - July 2011
Education
Seton Hall University School of Law 2012 — 2015
Law
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
The Hun School of Princeton 2001 — 2005
High School