Campbell Wealth Management
Address: 330 John Carlyle St Suite 600, Alexandria, VA 22314 Hours: Closed ⋅ Opens 8AM Mon Friday8AM–4PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (703) 535-5300Category: : Website: : Place name: : : : : Website: http://www.campbellwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Campbell Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Campbell Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Campbell Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Campbell Wealth Management Employees
Campbell Wealth Management December 2013 - Present
Monument Wealth Management July 2013 - November 2013
McIntosh Strategies, LLC January 2012 - November 2013
Dinolt Becnel & Wells Investigative Group LLC September 2010 - December 2011
Trader Joe's January 2009 - December 2010
COPE Community Services February 2006 - January 2009
University of Arizona June 1999 - July 1999
Skills
Research, Social Media, Strategy, Adobe Creative Suite, Strategic Planning, Event Planning, Project Planning, Private Investigations, Microsoft Office, Mac, Program Management, Team Building, Entrepreneurship, Technical Writing, Psychology, Criminal Justice, Team Leadership, Market Research, Apple Macintosh, Adobe Acrobat, Strategic Communications, Advertising, Start-ups, PC, Mental Health, Crisis Management, Crisis Intervention, Report Writing, Government, Criminal Investigations, Civil Litigation, Crisis Counseling, Web Analytics, User Interface Design, Non-profit Volunteer, Managing Database, Fundraising, Financial Management..., Compliance, Manage Client..., Office Administration, Leadership, CRM
Education
University of Arizona 2002 — 2005
Bachelor of Science, Psychology, 3.7
Willamette University 2001 — 2002
Psychology
PNC November 2014 - Present
Campbell Wealth Management March 2012 - October 2014
Palladium Registered Investment Advisors January 2011 - January 2012
Chase Investment Counsel November 2009 - December 2010
Davidson & Garrard July 2005 - November 2009
Legg Mason December 1998 - March 2005
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investments, Equities, Fixed Income, Investment Advisory, Asset Managment, Wealth Management..., Wealth Management, Financial Analysis, Financial Modeling, Equity Derivatives, Equity Research, Private Equity, Equity Valuation, Equity Capital Markets, Management Consulting, Investor Relations, Investment Banking, Financial Markets, IPO, Due Diligence, Trading, Strategic Financial..., Investment Properties, Finance, Investment Management, Management, Managerial Finance, Fixed Income Analysis, Hedge Funds, Asset Management, Media Relations, M&A experience, Derivatives, Bloomberg, Financial Services, Series 63, Wealth, Valuation, Series 7, Mergers, Capital Markets, Financial Planning, Financial Management, Fixed Income Research, People Management, M&A due diligence, Real Estate Investment
Education
American University
B.S.B.A, International Finance
The Johns Hopkins University - Carey Business School
MBA, Finance
Merkle March 2014 - Present
Merkle January 2012 - March 2014
Catalina Marketing September 2011 - January 2012
AARP February 2011 - September 2011
Guident Technologies October 2010 - January 2011
Society for Human Resource Management November 2008 - October 2010
Campbell Wealth Management February 2008 - November 2008
Ann Taylor June 2007 - December 2007
Scott-McRae Automotive Group 2005 - 2007
Skills
Strategic Planning, Access, Program Management, Data Analysis, Project Management, Business Intelligence, Analytics, SQL, Netezza, Microsoft SQL Server, Business Analysis, SDLC, Enterprise Architecture
Education
University of Florida 2003 — 2007
BSBA, Marketing, with English minor.
ICF International December 2013 - Present
Catapult Systems August 2012 - December 2013
Edelman Financial Services April 2010 - April 2012
Edelman Financial Services June 2008 - April 2010
Campbell Wealth Management March 2007 - May 2008
NVMS June 2005 - February 2007
Skills
SharePoint, CRM, Agile Methodologies, Scrum, Business Analysis, Software Consulting, Microsoft Dynamics, Microsoft SQL Server, Microsoft Excel, Microsoft CRM, Process Improvement, Software Documentation
Education
George Mason University 2009 — 2010
Tech Advance Certificate, Web Design and Development
Christendom College 2001 — 2005
Bachelor of Arts (B.A.)
Leerink Partners LLC June 2013 - Present
Northern Virginia Community College May 2007 - Present
Les Mills January 2013 - Present
Campbell Wealth Management August 2012 - May 2013
Gadsby's Tavern Museum July 2004 - December 2012
Bank of Georgetown April 2012 - August 2012
FBR & Co. September 2011 - April 2012
FBR & Co. August 2011 - April 2012
FBR & Co. February 2010 - April 2012
FBR & Co. July 2009 - August 2011
Skills
Non-profits, Policy, Microsoft Office, Editing, Analysis, Leadership, Series 7, Securities, Financial Services, Investments, Public Speaking, Microsoft Word, Teaching, Investment Banking, FINRA, Nonprofits, PowerPoint, Microsoft Excel, Legal Research, Securities Regulation, Due Diligence, Series 24, Investment Advisory, Alternative Investments, Variable Annuities, FINRA CRD, Protegent PTA, Oracle Financials, Compliance, Series 87, Control Room
Education
The George Washington University 2004 — 2007
MA, Art History
University of Virginia 1993 — 1997
BA, Art History/Environmental Science
Mass Mutual October 2013 - Present
The Meakem Group November 2012 - October 2013
Campbell Wealth Management August 2011 - October 2012
InvestForLess, LLC September 2009 - August 2011
The Hartford September 2005 - September 2009
Skills
Retirement, Wealth Management, Estate Planning, Strategic Financial..., Financial Planning, Investment Advisory, Mutual Funds, Investments, Annuities, Retirement Planning, Asset Management, Insurance Planning
Education
University of Florida 2001 — 2005
BS, Health Science
Vann Lefcoe Leadership Program
Mylestone Plans January 2014 - Present
Merrill Edge January 2011 - November 2013
LPL Financial January 2010 - December 2010
Campbell Wealth Management January 2009 - December 2009
Northwestern Mutual Financial Network May 2004 - December 2008
Charles Schwab and Company May 2000 - May 2004
ProFunds Advisors, Inc. January 1999 - April 2000
Edelman Financial Services September 1996 - November 1998
American Express Financial Advisors December 1995 - July 1996
Schabacker Investment Management December 1986 - September 1995
Skills
Financial Planning, Investments, Compliance, Wealth Management, Series 66, Estate Planning, Series 7, Securities, Financial Advisory, Annuities, Retirement, Retirement Planning, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuity, Asset Allocation, 401k, Portfolios, Brokerage, Investment Strategies, Personal Finance, Brokers, IRA's, Bonds, Series 63, Servicing, Portfolio Management, Savings, Financial Markets, Equities
Education
University of Maryland College Park 1984 — 1986
MBA, Business
Vassar College 1980 — 1984
BA, Liberal Arts
Campbell Wealth Management 2003 - Present
Signator Investors & AXA Advisors September 1991 - September 2003
AXA Advisors 1991 - 1999
Skills
Private Wealth..., Estate Planning, Public Speaking, Writing Skills, Financial Planning, Wealth Management, Retirement Planning, Wealth Management..., Strategic Financial..., Wealth, Strategy, Financial Advisory, Insurance, Investment Management, Small Business, Investments, Long-term Care, Financial Planners, Disability Insurance, Investment Advisory, Personal Finance, Life Insurance, Fixed Annuities
Education
American College for Financial Planning 1997 — 1999
CFP, Financial Planning
University of Maryland College Park 1988 — 1991
BS, Finance
Palladium Wealth Management 2006 - Present
Omega Systems Group Incorporated 1995 - Present
Campbell Wealth Management January 2004 - November 2006
AXA Advisors May 1985 - January 2004
James M. Bridges, Ltd, CPA June 1979 - February 1985
Skills
Retirement Planning, 401 K Rollovers, Retirement Plan..., Charitable Giving, Wealth Transfer, Managed Money, IRA Rollovers, Insurance Solutions, Investment Strategies, Asset Allocation, Alternative Investments, Private Wealth..., Wealth Preservation, Operational Risk..., Enterprise Risk..., Risk Management, Risk Mitigation, Risk Analysis, Investments, Asset Management, Roth IRAs, Trusts, Long Term Care Insurance, Disability Insurance, Life Insurance, TSP Rollovers, TSA Rollovers, Retirement Plan..., Estate Tax Planning, Personal Tax Planning, Buy-sell Agreements, Executive Benefit..., Rollovers, Financial Planning, Estate Planning
Education
Miami University 1975 — 1979
BS, Accounting
Steubenville Catholic Central High School 1971 — 1975
High School Diploma
Blessed Sacrament Elementary School 1963 — 1971
Handpressions August 2013 - Present
Fortify.vc May 2011 - Present
TheFort.vc January 2012 - August 2013
Fortify.vc October 2011 - January 2013
Campbell Wealth Management June 2010 - May 2011
Liljenquist & Beckstead Jewelers May 2006 - June 2010
Skills
Venture Capital, Fundraising, New Business Development, Social Media, Public Relations, Community Relations, Community Outreach, Start-ups, Marketing Strategy, Leadership, Community Development, Entrepreneurship, Management, Business Development, Business Strategy, CRM, E-commerce, Investments, Online Marketing, Program Management, Sales, Strategic Partnerships, Strategic Planning, Marketing, SEO
Education
George Mason University 2006 — 2009
Bachelor’s Degree, Communications/Public Relations
AARP May 2010 - Present
Congressional Black Caucus Foundation September 2009 - April 2010
Campbell Wealth Management November 2007 - September 2009
Lindsay Lexus of Alexandria July 1994 - September 2007
Skills
Strategic Planning, Microsoft Office, Community Outreach, Project Management, Marketing, Program Management, Nonprofits, Event Planning, Customer Service, Team Leadership, Marketing Communications, Business Development, Marketing Strategy, Account Management, Budgets, Social Media, PowerPoint, Contract Negotiation, Social Media Marketing, Business Strategy, Leadership, Analysis, Sales
Education
Institute of Christian Education @ MZBC/Evangelical Training Association
Leadership in Church Ministries Certificate
Northern Virginia Community College
Accounting & American Sign Language
Phillips Business College
Accounting
Yuba College
Accounting