American Wealth Management
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American Wealth Management Employees
Employee
Years
Job
Industry
Alicia Mertz Alicia Mertz's American Wealth Management Experience November 2011 - Present
Job Wine Educator at VJB Vineyards & Cellars
Industry Wine and Spirits
Experience
VJB Vineyards & Cellars March 2014 - Present
American Wealth Management November 2011 - Present
American Wealth Advisors LLC November 2011 - Present
Education
Sonoma State University 2010 — 2015
Bachelor's Degree, Business Administration and Management, General
VJB Vineyards & Cellars March 2014 - Present
American Wealth Management November 2011 - Present
American Wealth Advisors LLC November 2011 - Present
Education
Sonoma State University 2010 — 2015
Bachelor's Degree, Business Administration and Management, General
Courtney Grixti Courtney Grixti's American Wealth Management Experience June 2010 - December 2011
Job Senior Staff Auditor at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP January 2014 - Present
Crowe Horwath January 2012 - January 2014
American Wealth Management June 2010 - December 2011
Perry-Smith LLP July 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Administrative Duties, Answering Phones, Excel, Lotus Notes, Monarch, QuickBooks, Caseware, Bookkeeping, Telephone Skills, Financial Statements, Accounting, Administrative Work, Microsoft Excel, Analysis, Internal Controls, Auditing
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Business Administration with Accounting and Finance
DZH Phillips LLP January 2014 - Present
Crowe Horwath January 2012 - January 2014
American Wealth Management June 2010 - December 2011
Perry-Smith LLP July 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Administrative Duties, Answering Phones, Excel, Lotus Notes, Monarch, QuickBooks, Caseware, Bookkeeping, Telephone Skills, Financial Statements, Accounting, Administrative Work, Microsoft Excel, Analysis, Internal Controls, Auditing
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Business Administration with Accounting and Finance
Tim Koenning's American Wealth Management Experience December 1996 - December 2009
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. August 2010 - January 2012
Genesis Financial Partners January 2010 - August 2010
Magnolia Financial Advisors, LLC July 2005 - December 2009
American Wealth Management December 1996 - December 2009
Raymond James July 1994 - December 1996
Prudential Financial June 1992 - July 1994
The Bear Stearns Companies, Inc. August 1989 - June 1992
Sherwood Capital, Inc. December 1986 - July 1989
Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investment Advisory, Investments, Financial Services, Mutual Funds, IRAs, Series 7, Series 63, Financial Advisory, 401k Rollovers, Securities, 401k, FINRA, Small Business, Life Insurance, Investment Strategies, Insurance, Roth IRA, Wealth, Long-term Care, Term Life Insurance, Leadership, Employee Benefits, Series 6, Pensions, Variable Annuities, Personal Finance, Wealth Accumulation, Variable Products, Long Term Care Insurance, Bonds, Disability Insurance, Finance, ETFs, Asset Allocation, Variable Life, Build 401k, Team Building, Team Leadership, Retirement Plan..., Retirement Income..., Retirement Solutions, Third Party Money..., Equity Indexed Annuities, Universal Life, Fee Based Accounts
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1986
BBA
Emory University 1982 — 1984
AA
Hialeah Miami Lakes Senior High 1979 — 1982
High School Diploma
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. August 2010 - January 2012
Genesis Financial Partners January 2010 - August 2010
Magnolia Financial Advisors, LLC July 2005 - December 2009
American Wealth Management December 1996 - December 2009
Raymond James July 1994 - December 1996
Prudential Financial June 1992 - July 1994
The Bear Stearns Companies, Inc. August 1989 - June 1992
Sherwood Capital, Inc. December 1986 - July 1989
Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investment Advisory, Investments, Financial Services, Mutual Funds, IRAs, Series 7, Series 63, Financial Advisory, 401k Rollovers, Securities, 401k, FINRA, Small Business, Life Insurance, Investment Strategies, Insurance, Roth IRA, Wealth, Long-term Care, Term Life Insurance, Leadership, Employee Benefits, Series 6, Pensions, Variable Annuities, Personal Finance, Wealth Accumulation, Variable Products, Long Term Care Insurance, Bonds, Disability Insurance, Finance, ETFs, Asset Allocation, Variable Life, Build 401k, Team Building, Team Leadership, Retirement Plan..., Retirement Income..., Retirement Solutions, Third Party Money..., Equity Indexed Annuities, Universal Life, Fee Based Accounts
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1986
BBA
Emory University 1982 — 1984
AA
Hialeah Miami Lakes Senior High 1979 — 1982
High School Diploma
Richard Miller Richard Miller's American Wealth Management Experience May 1993 - Present
Job Sr. Vice President at American Wealth Management (1,300+ Connections)
Industry Investment Management
Experience
American Wealth Management May 1993 - Present
Skills
Wealth Management, Investments, Retirement Planning, 401k Rollovers, Asset Allocation, Small Business, Money Management, Financial Advisory, Covered Calls, Social Media Marketing, Entrepreneurship, Marketing, Portfolio Management, Asset Management, Investment Strategies, Email Marketing, Lead Generation, Speaker Acquisition, Speaker Support
Education
Bowling Green State University
Bachelor of Science (B.S.) in Business Administration
Troy High School
American Wealth Management May 1993 - Present
Skills
Wealth Management, Investments, Retirement Planning, 401k Rollovers, Asset Allocation, Small Business, Money Management, Financial Advisory, Covered Calls, Social Media Marketing, Entrepreneurship, Marketing, Portfolio Management, Asset Management, Investment Strategies, Email Marketing, Lead Generation, Speaker Acquisition, Speaker Support
Education
Bowling Green State University
Bachelor of Science (B.S.) in Business Administration
Troy High School
Heidi Foster Heidi Foster's American Wealth Management Experience April 2010 - Present
Job Wealth Advisor & Investment Manager, American Wealth Management
Industry Investment Management
Experience
American Wealth Management April 2010 - Present
Wells Fargo 2000 - April 2010
Bank of America January 1992 - January 2000
Skills
Alternative Investments, Strategic Financial..., Equities, Bonds, Funding, Analysis, Research, Customer Service, Public Speaking, Wealth Management, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Series 7, Investment Management, Asset Managment, Portfolio Management, Mutual Funds, Securities, High Net Worth...
Education
University of Nevada-Reno 2007 — 2012
MBA, Business Admistration
College for Financial Planning 1997 — 2000
Financial Planning
University of Southern California - Marshall School of Business 1991 — 1995
BS, Business with an emphasis in Finance
Glendora High School 1987 — 1991
American Wealth Management April 2010 - Present
Wells Fargo 2000 - April 2010
Bank of America January 1992 - January 2000
Skills
Alternative Investments, Strategic Financial..., Equities, Bonds, Funding, Analysis, Research, Customer Service, Public Speaking, Wealth Management, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Series 7, Investment Management, Asset Managment, Portfolio Management, Mutual Funds, Securities, High Net Worth...
Education
University of Nevada-Reno 2007 — 2012
MBA, Business Admistration
College for Financial Planning 1997 — 2000
Financial Planning
University of Southern California - Marshall School of Business 1991 — 1995
BS, Business with an emphasis in Finance
Glendora High School 1987 — 1991
Erika Eaton Erika Eaton's American Wealth Management Experience June 1990 - December 2006
Job Real Estate Consultant at Atlanta Fine Homes Sotheby's International Realty
Industry Real Estate
Experience
Atlanta Fine Homes Sotheby's International Realty September 2009 - Present
Harry Norman Realtors 2006 - September 2009
American Wealth Management June 1990 - December 2006
Skills
Referrals, Sellers, Contract Negotiation, Relocation, Sales, Real Estate, Short Sales, New Business Development, Residential Homes, Real Estate Transactions, Negotiation, Foreclosures, Online Marketing, Existing Home Sales, Luxury
Education
Georgia State University 1992 — 1996
B.S., Public Policy / Human Resouces
North Springs High School 1988 — 1991
Atlanta Fine Homes Sotheby's International Realty September 2009 - Present
Harry Norman Realtors 2006 - September 2009
American Wealth Management June 1990 - December 2006
Skills
Referrals, Sellers, Contract Negotiation, Relocation, Sales, Real Estate, Short Sales, New Business Development, Residential Homes, Real Estate Transactions, Negotiation, Foreclosures, Online Marketing, Existing Home Sales, Luxury
Education
Georgia State University 1992 — 1996
B.S., Public Policy / Human Resouces
North Springs High School 1988 — 1991
Laif Meidell CMT MBA AIF Laif Meidell CMT MBA AIF's American Wealth Management Experience August 1995 - Present
Job President and Portfolio Manager
Industry Financial Services
Experience
Meidell Tactical Advantage ETF June 2011 - Present
American Wealth Management August 1995 - Present
Dent Tactical ETF June 2012 - August 2012
U.S. Army 1989 - 1995
Skills
Portfolio Management, Wealth Management, Financial Analysis, Investments, Fixed Income, Asset Allocation, Asset Managment, Strategic Financial..., Investment Advisory, Investment Strategies, Alternative Investments, Asset Management, Retirement Planning, ETFs, Securities, Investment Management, Equities, Hedge Funds, Financial Advisory, Bonds, Options, Financial Markets
Education
Regis University 1991 — 1993
MBA, Finance and Accounting
Brigham Young University 1986 — 1989
B.S., Finance
Meidell Tactical Advantage ETF June 2011 - Present
American Wealth Management August 1995 - Present
Dent Tactical ETF June 2012 - August 2012
U.S. Army 1989 - 1995
Skills
Portfolio Management, Wealth Management, Financial Analysis, Investments, Fixed Income, Asset Allocation, Asset Managment, Strategic Financial..., Investment Advisory, Investment Strategies, Alternative Investments, Asset Management, Retirement Planning, ETFs, Securities, Investment Management, Equities, Hedge Funds, Financial Advisory, Bonds, Options, Financial Markets
Education
Regis University 1991 — 1993
MBA, Finance and Accounting
Brigham Young University 1986 — 1989
B.S., Finance
Hannah Stockham's American Wealth Management Experience November 2014 - April 2015
Job Public Safety Dispatcher
Industry Hospital & Health Care
Experience
verihealth, Inc April 2012 - Present
Classroom Safari October 2011 - Present
American Wealth Management November 2014 - April 2015
Bell County Communications August 2010 - July 2011
Skills
Computer Aided Dispatch, Customer Service, Public Relations, Microsoft Office, Dispatching, Data Entry, Public Speaking, Typing - 80 wpm, Cpr Certified, Emergency Services, Process Scheduler, EMS, CPR Certified
Education
Santa Rosa Junior College 2009 — 2010
First Responder Certificate, EMS
Valley Oaks High School 2006 — 2009
High School Diploma, General Education
verihealth, Inc April 2012 - Present
Classroom Safari October 2011 - Present
American Wealth Management November 2014 - April 2015
Bell County Communications August 2010 - July 2011
Skills
Computer Aided Dispatch, Customer Service, Public Relations, Microsoft Office, Dispatching, Data Entry, Public Speaking, Typing - 80 wpm, Cpr Certified, Emergency Services, Process Scheduler, EMS, CPR Certified
Education
Santa Rosa Junior College 2009 — 2010
First Responder Certificate, EMS
Valley Oaks High School 2006 — 2009
High School Diploma, General Education
YESSICA GUDINO YESSICA GUDINO's American Wealth Management Experience September 2014 - April 2015
Job Accounting Student Specializing in Audit
Industry Financial Services
Experience
Upward Bound Program June 2011 - Present
KPMG US June 2015 - August 2015
American Wealth Management September 2014 - April 2015
KPMG June 2014 - August 2014
KPMG US June 2013 - August 2013
Kentucky Fried Chicken October 2010 - December 2012
The Dollar Store April 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Management, Accounting, Data Entry, Spreadsheets
Education
Sonoma State University 2011 — 2015
Bachelor of Science, Business Administration / Accounting
Cloverdale High School 2007 — 2011
Diploma, General Studies
Upward Bound Program June 2011 - Present
KPMG US June 2015 - August 2015
American Wealth Management September 2014 - April 2015
KPMG June 2014 - August 2014
KPMG US June 2013 - August 2013
Kentucky Fried Chicken October 2010 - December 2012
The Dollar Store April 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Management, Accounting, Data Entry, Spreadsheets
Education
Sonoma State University 2011 — 2015
Bachelor of Science, Business Administration / Accounting
Cloverdale High School 2007 — 2011
Diploma, General Studies
Cassie Rodriguez Cassie Rodriguez's American Wealth Management Experience July 2005 - January 2007
Job Assistant Brand Manager at Don Sebastiani & Sons
Industry Wine and Spirits
Experience
Don Sebastiani & Sons February 2015 - Present
Don Sebastiani & Sons November 2013 - January 2015
Simon Property Group January 2010 - November 2013
San Francisco State University January 2012 - May 2012
Simon Property Group August 2009 - December 2009
Total Body Wellness January 2007 - March 2009
American Wealth Management July 2005 - January 2007
Skills
Social Networking, Social Media, Public Relations, Blogging, Facebook, Research, Administrative Office..., WordPress, Marketing, Event Planning, Customer Service, Communication, Newsletters, Hospitality, Wine, Targit, Promotions, Media, Mac OS, Keynote, PowerPoint, iMovie, Web Maintenance, Writing, Microsoft Excel
Education
San Francisco State University
Master of Arts (M.A.), Broadcast and Electronic Communication Arts
Sonoma State University
Bachelor of Arts (B.A.), Communication Studies
Don Sebastiani & Sons February 2015 - Present
Don Sebastiani & Sons November 2013 - January 2015
Simon Property Group January 2010 - November 2013
San Francisco State University January 2012 - May 2012
Simon Property Group August 2009 - December 2009
Total Body Wellness January 2007 - March 2009
American Wealth Management July 2005 - January 2007
Skills
Social Networking, Social Media, Public Relations, Blogging, Facebook, Research, Administrative Office..., WordPress, Marketing, Event Planning, Customer Service, Communication, Newsletters, Hospitality, Wine, Targit, Promotions, Media, Mac OS, Keynote, PowerPoint, iMovie, Web Maintenance, Writing, Microsoft Excel
Education
San Francisco State University
Master of Arts (M.A.), Broadcast and Electronic Communication Arts
Sonoma State University
Bachelor of Arts (B.A.), Communication Studies
Tatiana Krueger Tatiana Krueger's American Wealth Management Experience January 2014 - May 2014
Job Sales Representative at Southern Wine & Spirits
Industry Wine and Spirits
Experience
Southern Wine & Spirits September 2014 - Present
Rodney Strong Vineyards May 2014 - Present
Youngs Market Company June 2014 - August 2014
American Wealth Management January 2014 - May 2014
Memorial Beach Veterinary Hospital May 2012 - February 2013
VETCO August 2011 - December 2011
Memorial Beach Veterinary Hospital June 2011 - July 2011
Nicky Rottens May 2010 - December 2010
BJ's Restaurants, Inc. January 2010 - May 2010
Omelette Express July 2006 - July 2008
Skills
Microsoft Office, Blogging, Social Media, Social Networking, Event Management, Copywriting, Marketing, Event Planning, Social Media Marketing, Advertising, Facebook, Management, Email Marketing, Veterinary, Fundraising, Customer Service
Education
Sonoma State University 2012 — 2013
Bachelor of Arts (BA), Sociology
San Diego Mesa College 2009 — 2011
Sociology
Santa Rosa Junior College 2007 — 2011
Humanities
Southern Wine & Spirits September 2014 - Present
Rodney Strong Vineyards May 2014 - Present
Youngs Market Company June 2014 - August 2014
American Wealth Management January 2014 - May 2014
Memorial Beach Veterinary Hospital May 2012 - February 2013
VETCO August 2011 - December 2011
Memorial Beach Veterinary Hospital June 2011 - July 2011
Nicky Rottens May 2010 - December 2010
BJ's Restaurants, Inc. January 2010 - May 2010
Omelette Express July 2006 - July 2008
Skills
Microsoft Office, Blogging, Social Media, Social Networking, Event Management, Copywriting, Marketing, Event Planning, Social Media Marketing, Advertising, Facebook, Management, Email Marketing, Veterinary, Fundraising, Customer Service
Education
Sonoma State University 2012 — 2013
Bachelor of Arts (BA), Sociology
San Diego Mesa College 2009 — 2011
Sociology
Santa Rosa Junior College 2007 — 2011
Humanities
Cara Meidell Cara Meidell's American Wealth Management Experience January 2004 - Present
Job bookkeeper at American Wealth Management
Industry Financial Services
Experience
American Wealth Management January 2004 - Present
Skills
QuickBooks, Microsoft Office, Accounts Receivable, Microsoft Excel, Microsoft Word, Account Reconciliation, Customer Service, Bank Reconciliation, General Ledger, Journal Entries, Financial Statements, Accounts Payable, Payroll Administration, Payroll Taxes, Payroll Processing
Education
Brigham Young University 1985 — 1989
Bachelor’s Degree, Marketing
American Wealth Management January 2004 - Present
Skills
QuickBooks, Microsoft Office, Accounts Receivable, Microsoft Excel, Microsoft Word, Account Reconciliation, Customer Service, Bank Reconciliation, General Ledger, Journal Entries, Financial Statements, Accounts Payable, Payroll Administration, Payroll Taxes, Payroll Processing
Education
Brigham Young University 1985 — 1989
Bachelor’s Degree, Marketing
Elizabeth Wilder's American Wealth Management Experience January 2009 - Present
Job VP at American Wealth Management
Industry Financial Services
Experience
American Wealth Management January 2009 - Present
American Wealth Management May 2006 - Present
Education
Chapman University 2001 — 2005
American Wealth Management January 2009 - Present
American Wealth Management May 2006 - Present
Education
Chapman University 2001 — 2005
Glenn Bright's American Wealth Management Experience 2007 - Present
Job American Wealth Management
Industry Financial Services
Experience
American Wealth Management 2007 - Present
Skills
Long-term Care, Insurance, Retirement Planning, Fundraising, Program Development, Strategic Financial..., Estate Planning, Wealth Management
Education
University of Alabama 1987 — 1989
MA, Rehabilitation Counseling
American Wealth Management 2007 - Present
Skills
Long-term Care, Insurance, Retirement Planning, Fundraising, Program Development, Strategic Financial..., Estate Planning, Wealth Management
Education
University of Alabama 1987 — 1989
MA, Rehabilitation Counseling