Abacus Wealth Partners
Address: 1760 Market St suite 403, Philadelphia, PA 19103 Phone: (267) 519-6959Hours: Website: : : : : : : Category: Place name: Website: http://www.abacuswealth.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.Add missing informationAdd business hours 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 Abacus Wealth Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Abacus Wealth Partners Employees
Abacus Wealth Partners March 2011 - Present
Skills
Financial Analysis, Investment Management, Asset Allocation, Financial Planners
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts (B.A.), Business Economics
Abacus Wealth Partners August 2012 - May 2014
Global Clearinghouse for Development Finance May 2011 - September 2012
Laidlaw & Company August 2010 - February 2011
Skills
Development Finance, Wealth Management, Impact Investing, Social Entrepreneurship, Analytics, Finance, Fixed Income
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics, Psychology
Malibu High School 2002 — 2006
Yield Wealth Management October 2014 - Present
Abacus Wealth Partners September 2012 - 2014
Merrill Lynch August 2008 - June 2011
Morgan Stanley January 2003 - December 2008
Citi January 1999 - December 2003
Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Finance, Estate Planning, Management, Retirement, Wealth, Investment Management, Insurance, Retirement Planning
Education
Cannon Financial Institute 2005 — 2006
Morgan Stanley Wealth Advisor Graduate Program, Financial Planning and Services
Merrill Lynch Team Training 2009 — 2009
Banking and Financial Support Services
Merrill Lynch Financial Marketing Training 2006 — 2010
Financial Marketing
Smith Barney Wealth Management Training 2000 — 2003
Finance and Financial Management Services
Citigroup Team Training 2002 — 2002
Finance, General
Henderson State University 1996 — 1998
Bachelor of Business Administration (BBA), Management, Marketing
Ouachita Baptist University 1994 — 1997
Marketing, Management, Business, Finance
Abacus Wealth Partners January 2012 - Present
Quantum Wealth Management 2005 - 2012
NextLeft 2004 - 2006
Sand Hill Capital 1999 - 2001
Skills
Investments, Strategic Financial..., Estate Planning, Mergers, Investment Management, Wealth Management, Acquisitions, Financial Advisory, Corporate Development, Retirement Planning, Portfolio Management, Risk Management, Asset Allocation, Strategic Planning
Education
University of California, Los Angeles - The Anderson School of Management 2003 — 2005
Master of Business Administration (MBA)
University of California, Los Angeles 1989 — 1993
BA, Business Econcomics
Abacus Wealth Partners September 2015 - Present
Abacus Wealth Partners January 2015 - September 2015
ConnectUNow February 2013 - December 2014
Wells Fargo Capital Finance December 2006 - August 2012
Wells Fargo Capital Finance April 2004 - December 2006
MGM 2002 - 2002
Nigro Karlin Segal & Feldstein, LLP 1999 - 2002
Amplicon Financial 1998 - 1999
Skills
Financial Analysis, Financial Reporting, GAAP, Accounting, Cash Flow, Treasury Management, Cash Management, Financial Modeling, Auditing, Forecasting, Mergers, General Ledger, Valuation, Corporate Finance, Sarbanes-Oxley Act, Strategic Financial..., Managerial Finance, Financial Accounting, Internal Controls, Financial Statements, Process Improvement, Mergers & Acquisitions, Banking, Risk Management, SEC filings, Finance, US GAAP, Consolidation, Internal Audit, Financial Audits, Variance Analysis, IFRS, Account Reconciliation, Business Valuation, Restructuring, Sarbanes-Oxley, CPA, Credit, Acquisition Integration, Revenue Recognition, External Audit, QuickBooks, Loans, Cash Flow Forecasting, Start-ups, Business Development, Entrepreneurship, Private Equity, Due Diligence, Essbase
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship and Finance
University of California, Berkeley 1994 — 1998
BA, Economics
Abacus Wealth Partners December 2011 - Present
Fidelity Investments January 2011 - December 2011
TD Ameritrade September 2008 - December 2010
Education
UCLA 2010 — 2011
Personal Financial Planning Certificate, Financial Planning, Earned with Distinction
University of North Texas 2006 — 2010
MM, Performance
California Lutheran University 2003 — 2006
BA, Music
Abacus Wealth Partners April 2007 - Present
Learning to bridge the gap between money and technology November 2004 - April 2007
Learning the Accounting Ropes March 2000 - November 2004
PricewaterhouseCoopers September 1997 - February 2000
Education
Golden Gate University 2002 — 2004
M.S.
UCLA Anderson School of Management 1994 — 1997
B.A.
Abacus Wealth Partners August 2013 - Present
Financial Planning Association of Los Angeles January 2013 - Present
Lamb Financial Planning LLC May 2009 - August 2013
Financial Planning Association of Los Angeles January 2011 - December 2012
Financial Planning Association of Los Angeles January 2009 - December 2010
Gainsborough Financial Services, Inc. September 2001 - May 2009
Learning Systems Sciences August 1995 - August 2001
Skills
Retirement Planning, Cash Flow, Estate Planning, Insurance, Managerial Finance, Real Estate, Education Funding, Business Planning, Financial Advisory, Strategic Financial..., Financial Planners, Small Business, Securities, Long-term Care, Portfolio Management, Leadership, Financial Analysis, Finance, Personal Finance, Financial Services
Education
University of California, Los Angeles 2001 — 2003
Certificate, Personal Financial Planning
California State University-Northridge 1998 — 2002
Abacus Wealth Partners December 2013 - Present
Destination Love Life Radio Show June 2012 - Present
JavedanTV Productions October 2011 - Present
Donald Trump Miss CA/NY/NH USA May 2010 - Present
Fashion Paige January 2008 - April 2009
Skills
Interpersonal, Leadership, Technological, Event Planning, Press Releases, Social Media, Editing, Public Speaking, Event Management, Facebook, Community Outreach, Social Networking, Blogging, Public Relations, Journalism
Education
Santa Monica College 2008 — 2011
Associates Degree, Liberal Studies
Humboldt State University 2006 — 2007
EY October 2015 - Present
EY October 2014 - September 2015
Meritor August 2012 - October 2014
Abacus Wealth Partners May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Capital IQ, Valuation, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration, Finance and Accounting
Abacus Wealth Partners 2010 - Present
Sustainable Financial Inc 2009 - 2012
Westamerica Bank March 2007 - May 2009
Soverign Bank April 2006 - May 2007
Wells Fargo Bank November 2000 - April 2006
Skills
Management, Leadership, Public Speaking, Finance, Investments, Financial Planning, Financial Services, Strategic Planning, Sales
Education
UC Berkeley Extention 2012 — 2012
Certificate of Financial Planning, Financial Planning and Services -Income Tax course
UC Irvine 2011 — 2012
Certificate in Financial Planning, Financial Planning and Services
Fisher College 2004 — 2008
Bachlors of Science, Business Management/ Marketing
Abacus Wealth Partners September 2015 - Present
Valley National Financial Advisors July 2013 - August 2015
B. Braun Medical May 2012 - April 2013
North American Specialty Glass August 2011 - December 2011
Skills
Series 7, Series 66, NaviPlan, Microsoft Excel, PowerPoint, Microsoft Word, Money Guide Pro, Microsoft CRM, Time Management, Outlook, Microsoft Office
Education
DeSales University 2009 — 2013
Bachelor of Science (BS), Accounting
Notre Dame High School 2005 — 2009
Abacus Wealth Partners 2007 - Present
Skills
Retirement Planning, Wealth Management, Investments, Financial Advisory, Estate Planning, Finance, Asset Allocation, Financial Planning, Managerial Finance, Portfolio Management, Investment Advisory, Asset Management, Series 7, Retirement, Risk Management, Financial Management
Education
San Diego Community College 1995 — 1998
Business / Film
San Diego State University-California State University 1992 — 1992
Business
BCIU November 2011 - Present
Abacus Wealth Partners June 2001 - June 2005
Skills
Special Education, Elementary Education, Tutoring, Lesson Planning, Classroom Management, Differentiated..., Literacy, Classroom
Education
Holy Family University 2007 — 2011
Bachelor of Arts (B.A.), Education/Teaching of Individuals in Elementary Special Education Programs
Abacus Wealth Partners 2012 - Present
Green Dot, Cooking.com 1999 - 2007
The Boston Consulting Group 1996 - 1999
General Electric (GE) 1991 - 1994
Education
Harvard Business School
Master of Business Administration (MBA)
Girard Partners, Ltd 2011 - Present
Abacus Wealth Partners 2007 - 2011
Camelot Investment Advisers, LTD 2002 - 2007
PNC Financial Services Group 2000 - 2002
ING Funds 1999 - 2000
BlackRock 1993 - 1999
FINRA 1987 - 1993
Education
Drexel University 1992 — 1994
Masters of Science, Finance
Penn State University 1982 — 1986
Bachelor of Science, Finance/Accounting