Beverly Hills Wealth Management
Industry: Capital market company
DescriptionFounded: 2010 Subsidiaries: Beverly Hills Wealth Management, LLC, Asset Management Arm,
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Beverly Hills Wealth Management Employees
Employee
Years
Job
Industry
Peter Cherry Peter Cherry's Beverly Hills Wealth Management Experience May 2014 - July 2014
Job Forensic and Valuation Services at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2015 - Present
Red Ants Pants September 2014 - January 2015
MBAxAmerica July 2014 - August 2014
Beverly Hills Wealth Management May 2014 - July 2014
Social Enterprise Greenhouse January 2014 - May 2014
Concern Worldwide August 2011 - June 2013
Innovations for Maternal Newborn and Child Health June 2011 - August 2011
Concern Worldwide January 2011 - June 2011
Touch Foundation, Inc June 2009 - August 2009
Silvermine Golf Club March 2001 - January 2008
Skills
Analysis, Data Analysis, Marketing Strategy, Strategy, Public Relations, Financial Analysis, Strategic Planning, Spanish, Microsoft Excel, International..., Database Administration, Microsoft Office, Social Media, Management, Leadership, Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Fordham University 2007 — 2011
Bachelor of Arts, International Political Economy, Business Administration
New Canaan High School 2004 — 2007
Grant Thornton LLP August 2015 - Present
Red Ants Pants September 2014 - January 2015
MBAxAmerica July 2014 - August 2014
Beverly Hills Wealth Management May 2014 - July 2014
Social Enterprise Greenhouse January 2014 - May 2014
Concern Worldwide August 2011 - June 2013
Innovations for Maternal Newborn and Child Health June 2011 - August 2011
Concern Worldwide January 2011 - June 2011
Touch Foundation, Inc June 2009 - August 2009
Silvermine Golf Club March 2001 - January 2008
Skills
Analysis, Data Analysis, Marketing Strategy, Strategy, Public Relations, Financial Analysis, Strategic Planning, Spanish, Microsoft Excel, International..., Database Administration, Microsoft Office, Social Media, Management, Leadership, Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Fordham University 2007 — 2011
Bachelor of Arts, International Political Economy, Business Administration
New Canaan High School 2004 — 2007
Scot Gray Scot Gray's Beverly Hills Wealth Management Experience June 2014 - July 2015
Job Senior Systems Architect at Altyrus
Industry Information Technology and Services
Experience
Altyrus June 2015 - Present
Beverly Hills Wealth Management June 2014 - July 2015
Bank of America March 2009 - April 2014
Countrywide Home Loans February 1995 - March 2009
Alpha Microsystems March 1992 - February 1995
Skills
Amazon Web Services..., Citrix, Servers, Virtualization, IT Operations, Enterprise Architecture, Hadoop, System Deployment, VMware, Cloud Computing IaaS, Virtual Desktop, IT Management, Systems Engineering, Microsoft Servers, SaaS, Trading Systems, Infrastructure, Cloud Computing, Security, Active Directory, Troubleshooting, Firewalls, TCP/IP, Technical Support, VMware ESX, Disaster Recovery, Technical Architecture, Microsoft SQL Server, Integration, Network Design, Tablets, Data Center, Vendor Management, Networking
Education
Kaplan University
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Altyrus June 2015 - Present
Beverly Hills Wealth Management June 2014 - July 2015
Bank of America March 2009 - April 2014
Countrywide Home Loans February 1995 - March 2009
Alpha Microsystems March 1992 - February 1995
Skills
Amazon Web Services..., Citrix, Servers, Virtualization, IT Operations, Enterprise Architecture, Hadoop, System Deployment, VMware, Cloud Computing IaaS, Virtual Desktop, IT Management, Systems Engineering, Microsoft Servers, SaaS, Trading Systems, Infrastructure, Cloud Computing, Security, Active Directory, Troubleshooting, Firewalls, TCP/IP, Technical Support, VMware ESX, Disaster Recovery, Technical Architecture, Microsoft SQL Server, Integration, Network Design, Tablets, Data Center, Vendor Management, Networking
Education
Kaplan University
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Brad Sullivan, CFP®'s Beverly Hills Wealth Management Experience July 2013 - Present
Job Sr. Vice President Sullivan Wealth Management Group Beverly Hills Wealth Management
Industry Financial Services
Experience
Sullivan Wealth Management Group July 2013 - Present
Beverly Hills Wealth Management July 2013 - Present
Morgan Stanley Wealth Management December 2007 - July 2013
The Sullivan Group March 2006 - December 2007
MetLife Investors February 2004 - March 2006
PIMCO February 2003 - February 2004
Barclays Global Investors May 2001 - February 2003
Wells Fargo Bank 2000 - 2000
Skills
Investment Management, Retirement Planning, Retirement Income..., Investments, Strategic Financial..., Portfolio Management, Insurance, Banking, Mutual Funds, Asset Managment, Pensions, Cash Management, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Certified Financial..., Retirement Plan..., Fixed Annuities, Variable Annuities, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Equities, Financial Services, Long-term Care, Wealth Management..., ETFs, Securities, 401k, Series 6, Hedge Funds, High Net Worth..., Separately Managed..., 401k Rollovers, IRAs, Corporate Finance, Financial Planners, Wealth, Capital Markets, Estate Planning, Bonds, Personal Financial..., Treasury Management, Retirement
Education
University of California, Irvine 2004 — 2006
PFP, Personal Financial Planning
California State University-Chico 1996 — 2001
BS, Business & Finance
University of Reading 2000 — 2000
International Business & Economics
Sullivan Wealth Management Group July 2013 - Present
Beverly Hills Wealth Management July 2013 - Present
Morgan Stanley Wealth Management December 2007 - July 2013
The Sullivan Group March 2006 - December 2007
MetLife Investors February 2004 - March 2006
PIMCO February 2003 - February 2004
Barclays Global Investors May 2001 - February 2003
Wells Fargo Bank 2000 - 2000
Skills
Investment Management, Retirement Planning, Retirement Income..., Investments, Strategic Financial..., Portfolio Management, Insurance, Banking, Mutual Funds, Asset Managment, Pensions, Cash Management, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Certified Financial..., Retirement Plan..., Fixed Annuities, Variable Annuities, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Equities, Financial Services, Long-term Care, Wealth Management..., ETFs, Securities, 401k, Series 6, Hedge Funds, High Net Worth..., Separately Managed..., 401k Rollovers, IRAs, Corporate Finance, Financial Planners, Wealth, Capital Markets, Estate Planning, Bonds, Personal Financial..., Treasury Management, Retirement
Education
University of California, Irvine 2004 — 2006
PFP, Personal Financial Planning
California State University-Chico 1996 — 2001
BS, Business & Finance
University of Reading 2000 — 2000
International Business & Economics
Taylor Schulte, CFP®'s Beverly Hills Wealth Management Experience April 2012 - June 2014
Job Founder, Wealth Advisor at Define Financial
Industry Financial Services
Experience
Define Financial June 2014 - Present
Advanced Practice Advisors, LLC June 2014 - Present
Beverly Hills Wealth Management April 2012 - June 2014
Morgan Stanley June 2007 - April 2012
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Personal Financial..., 401k Rollovers, Independent Financial..., Wealth Preservation..., Financial Modeling, Portfolio Management, Financial Advisory, Finance, Financial Planners, Asset Allocation, Financial Services, Strategic Financial..., Financial Planning
Education
University of Arizona
Bachelor of Science (B.S.), Business Management
San Diego State University-California State University
Executive Financial Planner Advanced Certificate
University of San Diego High School
Define Financial June 2014 - Present
Advanced Practice Advisors, LLC June 2014 - Present
Beverly Hills Wealth Management April 2012 - June 2014
Morgan Stanley June 2007 - April 2012
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Personal Financial..., 401k Rollovers, Independent Financial..., Wealth Preservation..., Financial Modeling, Portfolio Management, Financial Advisory, Finance, Financial Planners, Asset Allocation, Financial Services, Strategic Financial..., Financial Planning
Education
University of Arizona
Bachelor of Science (B.S.), Business Management
San Diego State University-California State University
Executive Financial Planner Advanced Certificate
University of San Diego High School
Bob Peirce Bob Peirce's Beverly Hills Wealth Management Experience September 2010 - Present
Job Businessman and NonProfit Director
Industry International Affairs
Experience
Pond Partners May 2015 - Present
BritWeek Inc. 2007 - Present
RN PEIRCE INTERNATIONAL, Inc. February 2013 - Present
Beverly Hills Wealth Management September 2010 - Present
Premier League Basketball February 2013 - Present
Education Development Center October 2012 - Present
NantWorks LLC October 2010 - August 2012
Abraxis Bioscience September 2009 - October 2010
British Consulate General, Los Angeles June 2005 - July 2009
Foreign and Commonwealth Office 1977 - 2009
Skills
International Relations, Government, Politics, Public Relations, Diplomacy, Public Policy, Public Affairs, Strategy, Business Strategy, New Business Development, Strategic Planning, Business Development, Strategic Communications, Media Relations, Foreign Policy, Foreign Affairs, Crisis Management, Policy Analysis, Government Relations, Policy, Public Speaking, Corporate Communications, Security, Negotiation, Speech Writing
Education
University of Oxford 1973 — 1976
BA, MA, History
Royal College of Defence Studies 1998 — 1998
International Security
Cambridge University 1978 — 1979
Chinese
Taunton School 1964 — 1972
Pond Partners May 2015 - Present
BritWeek Inc. 2007 - Present
RN PEIRCE INTERNATIONAL, Inc. February 2013 - Present
Beverly Hills Wealth Management September 2010 - Present
Premier League Basketball February 2013 - Present
Education Development Center October 2012 - Present
NantWorks LLC October 2010 - August 2012
Abraxis Bioscience September 2009 - October 2010
British Consulate General, Los Angeles June 2005 - July 2009
Foreign and Commonwealth Office 1977 - 2009
Skills
International Relations, Government, Politics, Public Relations, Diplomacy, Public Policy, Public Affairs, Strategy, Business Strategy, New Business Development, Strategic Planning, Business Development, Strategic Communications, Media Relations, Foreign Policy, Foreign Affairs, Crisis Management, Policy Analysis, Government Relations, Policy, Public Speaking, Corporate Communications, Security, Negotiation, Speech Writing
Education
University of Oxford 1973 — 1976
BA, MA, History
Royal College of Defence Studies 1998 — 1998
International Security
Cambridge University 1978 — 1979
Chinese
Taunton School 1964 — 1972
Joe Ellison's Beverly Hills Wealth Management Experience April 2012 - Present
Job CFP(R) Senior Vice President Financial Advisor at Beverly Hills Wealth Management
Industry Investment Management
Experience
Beverly Hills Wealth Management April 2012 - Present
J.P. Morgan August 2009 - April 2012
Morgan Stanley October 1992 - August 2009
Skills
Portfolio Management, Retirement Planning, Investments, Wealth Management, Microsoft Excel, Asset Management, Risk Management, Banking, Financial Analysis, Strategic Financial..., Securities, Microsoft Office, Public Relations, Financial Reporting, Alternative Investments, Accounting, Mutual Funds, Series 7, Equities, Investment Advisory, Retirement, Asset Allocation, Series 65, Financial Advisory, Series 63, Investment Strategies, Wealth, Financial Services, Investment Management, Private Equity, Cash Management, IRAs, Insurance, Credit, High Net Worth..., Fixed Annuities, Estate Planning, Capital Markets, Loans, Hedge Funds, Pensions, Due Diligence, Options, Commercial Lending, Personal Finance
Education
New York University 1970 — 1971
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
The George Washington University 1967 — 1970
Transferred, Speech and Dramatic Literature
McBurney School 1963 — 1967
High School Diploma, Academic
Cheshire Academy
Academic
Beverly Hills Wealth Management April 2012 - Present
J.P. Morgan August 2009 - April 2012
Morgan Stanley October 1992 - August 2009
Skills
Portfolio Management, Retirement Planning, Investments, Wealth Management, Microsoft Excel, Asset Management, Risk Management, Banking, Financial Analysis, Strategic Financial..., Securities, Microsoft Office, Public Relations, Financial Reporting, Alternative Investments, Accounting, Mutual Funds, Series 7, Equities, Investment Advisory, Retirement, Asset Allocation, Series 65, Financial Advisory, Series 63, Investment Strategies, Wealth, Financial Services, Investment Management, Private Equity, Cash Management, IRAs, Insurance, Credit, High Net Worth..., Fixed Annuities, Estate Planning, Capital Markets, Loans, Hedge Funds, Pensions, Due Diligence, Options, Commercial Lending, Personal Finance
Education
New York University 1970 — 1971
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
The George Washington University 1967 — 1970
Transferred, Speech and Dramatic Literature
McBurney School 1963 — 1967
High School Diploma, Academic
Cheshire Academy
Academic
Richard Stockton's Beverly Hills Wealth Management Experience February 2014 - Present
Job Chief Operating Officer Real Estate at CarVal Investors
Industry Real Estate
Experience
CarVal Investors August 2015 - Present
Asia Pacific Real Estate Association August 2011 - Present
Watchfacts, Inc. November 2013 - Present
Beverly Hills Wealth Management February 2014 - Present
Sanguine, Inc. May 2014 - Present
Men's Guild of Children's Hospital Los Angeles (CHLA) July 2014 - Present
Town Hall Los Angeles September 2014 - Present
rhubarb studios October 2014 - Present
Los Angeles Downtown Center BID October 2014 - March 2015
Central City Association December 2013 - March 2015
Skills
Real Estate, Corporate Finance, Real Estate Financing, Investment Banking, International Real..., Asset Management, Due Diligence, Real Estate Private..., Investment Properties, Valuation, Mergers & Acquisitions, Portfolio Management, Negotiation, Strategic Planning, Real Estate Development, Private Equity
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Dual Majors in Real Estate and Finance
Cornell University 1988 — 1992
Bachelor of Science (BS), Hotel Administration - Concentrations in Real Estate and Finance
CarVal Investors August 2015 - Present
Asia Pacific Real Estate Association August 2011 - Present
Watchfacts, Inc. November 2013 - Present
Beverly Hills Wealth Management February 2014 - Present
Sanguine, Inc. May 2014 - Present
Men's Guild of Children's Hospital Los Angeles (CHLA) July 2014 - Present
Town Hall Los Angeles September 2014 - Present
rhubarb studios October 2014 - Present
Los Angeles Downtown Center BID October 2014 - March 2015
Central City Association December 2013 - March 2015
Skills
Real Estate, Corporate Finance, Real Estate Financing, Investment Banking, International Real..., Asset Management, Due Diligence, Real Estate Private..., Investment Properties, Valuation, Mergers & Acquisitions, Portfolio Management, Negotiation, Strategic Planning, Real Estate Development, Private Equity
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Dual Majors in Real Estate and Finance
Cornell University 1988 — 1992
Bachelor of Science (BS), Hotel Administration - Concentrations in Real Estate and Finance
Vinay Ramdev Vinay Ramdev's Beverly Hills Wealth Management Experience March 2013 - July 2014
Job Data Analyst Consultant
Industry Investment Management
Experience
Laboratory Instrument Specialist February 2015 - Present
Breitburn Energy October 2014 - February 2015
Beverly Hills Wealth Management March 2013 - July 2014
Private Tutor August 2012 - April 2013
Signature Estate & Investment Advisors, LLC December 2011 - March 2012
Charles E. Young Research Library January 2009 - December 2011
Sears, Roebuck and Co. June 2008 - August 2008
Skills
Fundamental Analysis, Portfolio Management, Equity Research, Financial Modeling, Investment Management, Microsoft Excel, Valuation, VBA, Pivot Tables, Due Diligence, Capital Markets, Microsoft Word, Vlookup, Financial Statement..., Microsoft SQL Server, Microsoft Office Suite, SQL, Finance, Microsoft Office, Asset Management, Asset Allocation, Investments, PowerPoint
Education
University of California, Los Angeles 2008 — 2012
B.A, Economics
Laboratory Instrument Specialist February 2015 - Present
Breitburn Energy October 2014 - February 2015
Beverly Hills Wealth Management March 2013 - July 2014
Private Tutor August 2012 - April 2013
Signature Estate & Investment Advisors, LLC December 2011 - March 2012
Charles E. Young Research Library January 2009 - December 2011
Sears, Roebuck and Co. June 2008 - August 2008
Skills
Fundamental Analysis, Portfolio Management, Equity Research, Financial Modeling, Investment Management, Microsoft Excel, Valuation, VBA, Pivot Tables, Due Diligence, Capital Markets, Microsoft Word, Vlookup, Financial Statement..., Microsoft SQL Server, Microsoft Office Suite, SQL, Finance, Microsoft Office, Asset Management, Asset Allocation, Investments, PowerPoint
Education
University of California, Los Angeles 2008 — 2012
B.A, Economics
Albrigo Bart's Beverly Hills Wealth Management Experience January 2012 - Present
Job Senior Vice President/Wealth Mgr. at Beverly Hills Wealth Management
Industry Financial Services
Experience
Beverly Hills Wealth Management January 2012 - Present
Morgan Stanley Smith Barney March 1998 - January 2011
Skills
Portfolio Management, Series 63, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Retirement Planning, Asset Management, Fixed Income, Securities, Investment Advisory, Strategic Financial..., Series 7, Options Strategies, Wealth Management
Education
Universtiy of Nevada Las Vegas 1972 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Loyola Marymount University 1970 — 1972
None, Business Administration and Management, General
Beverly Hills Wealth Management January 2012 - Present
Morgan Stanley Smith Barney March 1998 - January 2011
Skills
Portfolio Management, Series 63, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Retirement Planning, Asset Management, Fixed Income, Securities, Investment Advisory, Strategic Financial..., Series 7, Options Strategies, Wealth Management
Education
Universtiy of Nevada Las Vegas 1972 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Loyola Marymount University 1970 — 1972
None, Business Administration and Management, General
Daniel Becerra's Beverly Hills Wealth Management Experience August 2014 - August 2015
Job Compliance Manager at American Financial Network
Industry Financial Services
Experience
American Financial Network September 2015 - Present
North Los Angeles County Regional Center 2013 - Present
Beverly Hills Wealth Management August 2014 - August 2015
Beverly Hills Wealth Management 2012 - August 2014
Mutual Securities, Inc. Member FINRA, SIPC 2011 - 2012
Oppenheimer & Co. 2007 - 2009
Bank of America 2004 - 2006
Morgan Stanley 2000 - 2004
Skills
Equity Trading, Bonds, Alternative Investments, Options, Private Equity, Trade Compliance, Series 24, Series 7, Stock Trading, Bloomberg Terminal, Capital Markets, Investments, FINRA, Investment Advisory, Mutual Funds, Securities, Wealth Management, Portfolio Management, Trading, Equities, Asset Allocation, Fixed Income, Bloomberg, Hedge Funds, Financial Advisory, Retirement Planning, Investment Strategies, Financial Markets, Structured Products, Investment Management, Finance, Financial Services, Trading Systems, Electronic Trading, Equity Research, Asset Management, Management, Risk Management
Education
California State University-Northridge
Master of Business Administration - Finance (Candidate)
California State University-Los Angeles
Bachelor's degree
Rio Hondo College
American Financial Network September 2015 - Present
North Los Angeles County Regional Center 2013 - Present
Beverly Hills Wealth Management August 2014 - August 2015
Beverly Hills Wealth Management 2012 - August 2014
Mutual Securities, Inc. Member FINRA, SIPC 2011 - 2012
Oppenheimer & Co. 2007 - 2009
Bank of America 2004 - 2006
Morgan Stanley 2000 - 2004
Skills
Equity Trading, Bonds, Alternative Investments, Options, Private Equity, Trade Compliance, Series 24, Series 7, Stock Trading, Bloomberg Terminal, Capital Markets, Investments, FINRA, Investment Advisory, Mutual Funds, Securities, Wealth Management, Portfolio Management, Trading, Equities, Asset Allocation, Fixed Income, Bloomberg, Hedge Funds, Financial Advisory, Retirement Planning, Investment Strategies, Financial Markets, Structured Products, Investment Management, Finance, Financial Services, Trading Systems, Electronic Trading, Equity Research, Asset Management, Management, Risk Management
Education
California State University-Northridge
Master of Business Administration - Finance (Candidate)
California State University-Los Angeles
Bachelor's degree
Rio Hondo College
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