Four Seasons Wealth Management
Address: 3 Cityplace Dr #590, Creve Coeur, MO 63141 Hours: Opens soon ⋅ 8AM Thursday8AM–5PMFriday8AM–4PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (314) 238-4767Place name: : : Website: : : Category: : : Website: http://www.4swm.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 Four Seasons Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review
Four Seasons Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Four Seasons Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Four Seasons Wealth Management Employees
Easter Seals Midwest 2011 - Present
Viper Club of America 1995 - Present
Four Seasons Wealth Management October 1983 - Present
Skills
CERTIFIED FINANCIAL..., CERTIFIED FUNDS..., Investments, Securities, Financial Advisory, Strategic Financial...
Education
Institute of Business & Finance - LaJolla, California 1995 — 1995
Certified Fund Specialist (CFS), Investments and Securities
College of Financial Planning - Denver, Colorado 1986 — 1986
Certified Financial Planner, Finance and Financial Management Services
University of Iowa 1977 — 1980
Finance
Drake University 1974 — 1976
Bachelor of Science (BS), Political Science and Government
Four Seasons Wealth Management November 2013 - Present
Terrell Financial Group March 2006 - October 2013
Hewlett-Packard 2004 - 2008
Compuware 2002 - 2005
Carlson Companies, Inc. 1990 - 1995
Education
Maryville University of Saint Louis 1986 — 1989
MBA, Business
Lindenwood University 1976 — 1980
BA, Marketing
Four Seasons Wealth Management April 2009 - Present
Royal Alliance Associates, Inc. September 1997 - April 2009
Skills
Retirement, Wealth Management, Investments, Financial Advisory, Financial Planners, Series 7, Wealth Management..., Pensions, Insurance, Investment Management, Disability Insurance, Long-term Care
Education
Tulane University 1989 — 1993
Bachelor of Science (BS) in Management, with an emphasis in Accounting
Ladue High School 1985 — 1989
Undergraduate
Four Seasons Wealth Management August 2008 - Present
PNC Investments (Unofficial) December 2006 - August 2008
Ameriprise Financial Services, Inc. August 2005 - December 2006
Education
Maryville University of Saint Louis 2008 — 2010
Master of Business Administration (MBA)
Wright State University 2000 — 2005
B.S. in Financial Services
Four Seasons Wealth Management September 2015 - Present
Scottrade May 2014 - July 2015
TD Ameritrade 2011 - May 2014
TD Ameritrade June 2012 - December 2012
TD Ameritrade August 2011 - November 2011
Page Parkes Management October 2008 - August 2011
TD Ameritrade 2011 - 2011
Intregrated Entertainment Group March 2008 - June 2009
Skills
Investments, Leadership, Finance, Options Strategies, Management, Modeling, Acting, Options, Stock Trading, Sales, Portfolio Management, JavaScript, Mutual Funds, Microsoft Office, Registered Investment..., Trading, CSS, Equities, Athletic Training, Foreign Exchange..., PHP, Series 7, Strategy, Customer Service, Financial Services, Russian, HTML scripting, Risk Management, Futures, Securities, New Business Development, Financial Analysis, Project Management
Education
The University of Texas at Arlington 2009 — 2011
Master's degree, International Relations and Political Economics, 3.78
The University of Texas at Arlington 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.2
The University of Texas at Arlington 2006 — 2009
Bachelor's degree, Political Science/International Relations, 3.4
Carthage College 2003 — 2004
N/A, Sports Management
Four Seasons Wealth Management April 2014 - Present
First 6 Creative, LLC February 2013 - Present
BHS Global, Ltd. October 2012 - October 2013
Nordstrom October 2011 - August 2012
Hettich International March 2011 - July 2011
Cervantes & Associates February 2005 - July 2010
Skills
Market Analysis, Marketing Strategy, Market Research, Competitive Analysis, Demand Planning, Data Analysis, Sales Analysis, Creative Solutions, Marketing, Project Management, Presentation Development, Social Media, Written & Oral..., Business Strategy, Strategic Planning, Management, Management Consulting, Entrepreneurship, Strategy, Public Relations, Analysis, Marketing Research, Training, Brand Management, International Business, Human Resources, Social Media Marketing, Research, CRM, Time Management, Marketing Communications, Business Planning
Education
Purdue University - Krannert School of Management 2010 — 2011
MBA, International Business
Leibniz Universität 2010 — 2011
MBA, International Business
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Philosophy
University of Puget Sound
(no degree)
Clayton High School
Wells Fargo Advisors April 2014 - March 2015
Wells Fargo Advisors January 2014 - April 2014
Wells Fargo Advisors July 2013 - December 2013
Four Seasons Wealth Management February 2013 - July 2013
Shepherd Financial Partners April 2012 - February 2013
MK-Accounting, LLC August 2012 - January 2013
Wells Fargo Advisors November 2010 - March 2012
Edward Jones October 2000 - March 2010
Courtyard by Marriott Westport March 1998 - October 2000
Skills
Customer Service, Outlook, Customer Relations, Microsoft Word, Team Building, New Business Development, Marketing, Strategic Planning, Event Planning, Insurance, Public Relations, Business Development, Project Planning, Management, Account Management, Sales, Contract Negotiation, Hospitality, Start-ups, Marketing Strategy
Education
Central Missouri State University 1994 — 1997
Bachelor of Science
Netsync Network Solutions March 2015 - Present
Netsync Network Solutions January 2013 - March 2015
Cassidy Turley February 2012 - January 2013
Four Seasons Wealth Management December 2010 - June 2011
Ameritime June 2008 - December 2010
Skills
Sales, Cloud Computing, Management, Time Management, Data Center, Customer Service, Human Resources, Salesforce.com, Networking, CRM, Marketing, Account Management, Facilities Management, Project Coordination, Vendor Management, Finance
Education
University of Missouri-Columbia, College of Business 2004 — 2008
Business Administration, Marketing and Finance
Lafayette High School 2000 — 2004
High School
Four Seasons Wealth Management November 2009 - Present
Merrill Lynch February 2003 - November 2009
Morgan Stanley Dean Witter March 2001 - January 2003
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, Wealth, Financial Advisory, Securities, Financial Planners, Investment Management, Financial Services, FINRA, Series 7
Education
The University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
Financial Professional May 2013 - Present
Four Seasons Wealth Management May 2011 - May 2013
Fifth Third Securities April 2010 - February 2012
Ameriprise Financial Services, Inc. March 2009 - April 2010
Merrill Lynch July 2007 - January 2009
Pattonville School District August 2001 - June 2007
Cuyama Joint Unified School District August 1998 - June 2001
Education
California Polytechnic State University-San Luis Obispo 1991 — 1997
Fry-Wagner Moving & Storage November 2013 - March 2015
Four Seasons Wealth Management July 2013 - November 2013
Sallie Mae February 2013 - July 2013
H&R Block December 2012 - 2013
Brockmeyer Law Offices 2011 - 2012
Embassy Suites Hotel and Spa 2011 - 2011
Skills
Time Management, Sales, Human Resources, Negotiation, Payroll, Event Planning, Event Management, Strategic Planning, Customer Satisfaction, Social Networking, Account Management, Inventory Management, Teamwork, Microsoft Office, Microsoft Excel, Research, Public Speaking, PowerPoint, Microsoft Word, Training, Non-profits, Public Policy, Public Relations, Customer Service, Social Media, Community Outreach, Nonprofits, Accounts Receivable, Invoicing, Analysis, Advertising, Small Business, Accounting, Process Scheduler, Budgets, Leadership, Credit, Management, Data Entry, Team Building, Software Documentation, Marketing, Team Leadership, Supervisory Skills, Coaching, Retail, Fundraising, Customer Retention, Social Media Marketing, Project Planning
Education
O’Fallon Township High School – St. Clair, O’Fallon Illinois
High School Diploma, General Studies
St Charles Community College
Four Seasons Wealth Management August 2014 - Present
St. Charles Financial Services, LLC & Webb Insurance March 2014 - June 2014
Edward Jones February 2009 - March 2014
Edward Jones March 2004 - February 2009
Wireless Retail Inc October 2001 - March 2004
Education
Lindenwood University 2004 — 2006
MBA, Business
BA Lindenwood University 2001 — 2003
BA, Business Administration
DePaul University 2009 — 2010
CFP®
Christian Brothers High School (CBC) 1995 — 1999
High School
Four Seasons Wealth Management April 2008 - Present
Ameriprise Financial January 2006 - April 2008
T-Mobile 2003 - 2005
Farmers Insurance June 2004 - August 2004
Education
College For Financial Planning 2009 — 2009
CFP Certification Professional Education Program, Estate Planning, Tax Planning, Investment Planning, Financial Planning and Insurance
College For Financial Planning 2007 — 2007
Chartered Retirement Planning Council
Missouri State University 2001 — 2005
Bachelor of Science, Marketing
Francis Howell Central
MassMutual Financial Group February 2015 - Present
Four Seasons Wealth Management August 2014 - January 2015
Archer Wealth Management May 2013 - December 2013
Heartland Bank May 2012 - May 2013
AMP Agency August 2011 - October 2011
Northwestern Mutual May 2011 - August 2011
HOLLISTER CO January 2011 - May 2011
Memorial Medical Center August 2009 - December 2009
Skills
Sales, Microsoft Office, Finance, Microsoft Word, Banking, Microsoft Excel, Customer Service, PowerPoint, Time Management, Social Media, Leadership, Public Speaking, Access, Insurance, Credit
Education
Saint Louis University 2010 — 2014
BS, Finance
Sacred Heart Griffin High School 2006 — 2010
Four Seasons Wealth Management May 2015 - Present
Drury University August 2012 - Present
Education
Drury University 2012 — 2016
Bachelor’s Degree, Banking, Corporate, Finance, and Financial Planning., Senior
Four Seasons Wealth Management 2013 - Present
Lutheran Church Extension Fund, LCEF 2012 - 2013
Edward Jones July 2011 - August 2012
Skills
Education, Training, Writing, Financial Services, Wealth Management, Finance, Volunteer Management, Investment Advisory, Strategic Planning, Leadership, Leadership Development, Management, Coaching, Community Outreach, Fundraising, Nonprofits, Customer Service, Public Relations, Team Building, Public Speaking
Education
Concordia University-Wisconsin 1998 — 2001
Bachelor of Arts (B.A.), Pastoral Studies/Counseling
Axius Financial April 2011 - Present
Four Seasons Wealth Management August 2009 - April 2011
Education
Parkway North High School
Southwest Missouri State University
Education
University of Missouri-Saint Louis
Integrity Financial Corporation September 2014 - Present
The Gadsden Group January 2012 - Present
Four Seasons Wealth Management September 2011 - July 2012
Ameriprise Financial Services, Inc. 2008 - 2009
Edward Jones 2002 - 2008
Skills
Retirement Income..., Estate Planning, Alternative Investments, Asset Management, Risk Management, Investment Advisory, Charitable Giving, Succession Planning, Asset Managment, Long-term Care, Series 7, Mutual Funds, Retirement Planning, Portfolio Management, Retirement, Charities, Investments, Financial Advisory, Trading, Strategic Financial..., Wealth Management, Fixed Annuities, Business Planning, Financial Analysis, Series 63, Securities, Asset Allocation, Financial Planning, Finance, Financial Services, Leadership, Management, 401k, Wealth, Public Speaking, Small Business, Investment Strategies, Insurance, Strategic Planning
Education
Saint Louis University 2007 — 2009
MBA, International Business
The Citadel 1994 — 1998
B.S., Business Administration
Four Seasons Wealth Management Market AnalystCharles SchwabMay 2011 - Present
Edward Jones June 2004 - February 2007
Education
Webster University 2009 — 2011
Masters, Finance
John Brown University 2000 — 2004
B.S, Business Information Systems
Four Seasons Wealth Management May 2012 - Present
Education
University of Missouri-Columbia
Financial Planning and Services