Bridgewater Wealth & Financial Management

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Bridgewater Wealth & Financial Management Employees

Employee
Years
Job
Industry
Krystina Bright Krystina Bright Washington D.C. Metro Area Details
Krystina Bright's Bridgewater Wealth & Financial Management Experience May 2013 - Present
Job Executive Assistant at Bridgewater Wealth & Financial Management
Industry
Experience
Bridgewater Wealth & Financial Management   May 2013 - Present
Destination Hotels & Resorts  January 2011 - March 2013
Donohoe Hospitality Services  February 2008 - January 2011

Skills
Hospitality Industry, Hospitality, Customer Service, Hospitality Management, Hotel Management, Hotels, Event Planning, Resorts, Meeting Planning

Education
Delaware State University
Marketing

andrea apau andrea apau Germantown, Maryland Details
andrea apau's Bridgewater Wealth & Financial Management Experience July 2013 - August 2014
Job Administrative Support Specialist
Industry Research
Experience
Advanced Nursing & Home Support   January 2015 - Present
SoBran-Inc  August 2014 - Present
Bridgewater Wealth & Financial Management   July 2013 - August 2014
Randstad HR Solutions  June 2013 - September 2013
College Nannies & Tutors  June 2011 - May 2013
Medix Staffing Solutions  May 2010 - October 2010

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Data Entry, Management, Administrative...

Education
Montgomery College   2013 — 2015

Montgomery College
Associate's degree, Business Administration and Management, General

Angela Leighty Angela Leighty Charles Town, West Virginia Details
Angela Leighty's Bridgewater Wealth & Financial Management Experience March 2002 - December 2010
Job Owner at Life Made Easier (with ALL in one home & pet services)
Industry Gambling & Casinos
Experience
Life Made Easier (with ALL in one home & pet services)   March 2015 - Present
Angie's Artful D-Lites   April 2011 - Present
Mary Kay Inc.  December 2010 - Present
Penn National Gaming  June 2012 - June 2013
Penn National Gaming  November 2011 - June 2012
Bridgewater Wealth & Financial Management   March 2002 - December 2010

Skills
Customer Service, Customer Satisfaction, Team Building, Training, Leadership, Advertising, Project Management, Management, Program Management, Small Business, Sales, Process Improvement, Public Speaking, Account Management, Marketing, Retail, Business Strategy

Education
University of Maryland University College   1997 — 1999
Accounting

New Mexico State University   1983 — 1993
Bachelor of Business Administration, Finance

Jacob Weinreb Jacob Weinreb Washington, District Of Columbia Details
Jacob Weinreb's Bridgewater Wealth & Financial Management Experience January 2015 - Present
Job Investment Analyst at Bridgewater Wealth & Financial Management
Industry Financial Services
Experience
Bridgewater Wealth & Financial Management   January 2015 - Present
Hall Capital Partners LLC  June 2014 - August 2014
Bridgewater Wealth and Financial Management   May 2012 - February 2013
US Department of Homeland Security  January 2012 - February 2012
Rotator Staffing Services, Inc  February 2009 - April 2011

Skills
Proficient in Microsoft..., Microsoft Excel, Data Entry

Education
American University   2011 — 2014
Bachelor of Science (B.S.), Accounting, 3.74

The London School of Economics and Political Science (LSE)   2013 — 2013
Accounting and Finance

Phylicia Buie Phylicia Buie Silver Spring, Maryland Details
Phylicia Buie's Bridgewater Wealth & Financial Management Experience January 2014 - Present
Job Tax Senior Associate at Bridgewater Wealth & Financial Management
Industry Accounting
Experience
Bridgewater Wealth & Financial Management   January 2014 - Present
CohnReznick LLP  January 2007 - June 2013

Skills
Tax Research, Tax Accounting, Corporate Tax, Tax Returns, Income Tax, Tax Preparation, GoSystems, Tax, Accounting, Preparation, CPA, Auditing, GAAP, Partnership Taxation, QuickBooks, Financial Accounting, Financial Statements

Education
Golden Gate University   2010 — 2011
MST, Taxation

Bowie State University   2003 — 2007
B.S., Accounting

Svetlin Tintchev Svetlin Tintchev Washington D.C. Metro Area Details
Svetlin Tintchev's Bridgewater Wealth & Financial Management Experience August 2010 - July 2011
Job Associate at Alliance Partners LLC
Industry Financial Services
Experience
Alliance Partners LLC  December 2014 - Present
EY  May 2014 - November 2014
First Niagara Bank, N.A.   August 2011 - April 2014
Bridgewater Wealth & Financial Management   August 2010 - July 2011
Dish Network  June 2009 - August 2009

Education
Georgetown University - The McDonough School of Business   2014 — 2017
MBA

University of Michigan   2006 — 2010
Bachelor of Arts, Economics

The Bullis School   2002 — 2006

Shellie Kurek Peters, CFP® Shellie Kurek Peters, CFP® Washington D.C. Metro Area Details
Shellie Kurek Peters, CFP®'s Bridgewater Wealth & Financial Management Experience April 2013 - Present
Job Senior Advisor & Director of Financial Planning at Bridgewater Wealth & Financial Management
Industry Banking
Experience
Bridgewater Wealth & Financial Management   April 2013 - Present
Wilmington Trust  July 2010 - January 2013
on Sabbatical  April 2009 - July 2010
Deloitte Investment Advisory   September 2005 - April 2009
ETFidea, LLC   January 2002 - December 2004
RBC Dain Rauscher  2001 - 2002
Prudential Financial  1999 - 2001
Prudential  1994 - 1999

Skills
Plannning, Philanthropy, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Financial Planners, Wealth Management..., Investment Management, Banking, Life Insurance, Wealth Management, Risk Management, High Net Worth..., Estate Tax Planning, Trusts, Family Office, Succession Planning, Asset Protection, Leadership, Investments, Retirement, Mutual Funds, Management, Insurance, Wealth, Financial Services, Securities, Asset Management, Finance, Alternative Investments, Investment Advisory, Investment Strategies, Bonds, Pensions, Series 7, Managerial Finance, Equities

Education
Saint John Fisher College   1989 — 1993
BA, International

Kimberly Allred Kimberly Allred Washington D.C. Metro Area Details
Kimberly Allred's Bridgewater Wealth & Financial Management Experience November 2010 - Present
Job CCO & Director of Investment Operations
Industry Financial Services
Experience
Bridgewater Wealth & Financial Management   November 2010 - Present

Education
Saint Anselm College   1993 — 1997

Eliza Dawson Eliza Dawson Washington D.C. Metro Area Details
Eliza Dawson's Bridgewater Wealth & Financial Management Experience January 2015 - Present
Job .
Industry Market Research
Experience
Bridgewater Wealth & Financial Management   January 2015 - Present
Bluetext  September 2014 - December 2014
Scripps Networks Interactive  February 2014 - June 2014
Scripps Networks Interactive Inc.  January 2013 - May 2013
Dream Careers Inc.  September 2012 - March 2013
HomeSun Ltd   June 2012 - August 2012
Riden Household   May 2010 - May 2012
Jamie Weiss Photography   June 2010 - August 2010

Skills
Excel, PowerPoint, Word, Microsoft Office, Microsoft Excel, Blogging, Sales, Microsoft Word, Social Media Marketing, Public Speaking, Event Planning, Public Relations, Social Media

Education
University of Tennessee-Knoxville   2011 — 2013
Bachelor's Degree, Finance Major w. Entrepreneurship Collateral

University of Colorado at Boulder   2009 — 2010
Business

Bill Tinklepaugh Bill Tinklepaugh Washington D.C. Metro Area Details
Bill Tinklepaugh's Bridgewater Wealth & Financial Management Experience January 2013 - Present
Job Director of Business Development at Bridgewater Wealth & Financial Management
Industry Financial Services
Experience
Bridgewater Wealth & Financial Management   January 2013 - Present
Dean Foods  October 2000 - May 2011
Master Dairies, Inc.   May 1995 - October 2000
International Dairy Foods Association  May 1984 - May 1995
Foreign Agricultural Service  December 1973 - April 1984

Skills
Dairy

Education
University of Maryland College Park   1971 — 1973
MS, Agricultural Economics

Rutgers, The State University of New Jersey-New Brunswick   1968 — 1971
BS, Agricultural Economics

Jeffrey Rubin Jeffrey Rubin Washington D.C. Metro Area Details
Jeffrey Rubin's Bridgewater Wealth & Financial Management Experience March 2013 - Present
Job Investment Associate at Bridgewater Wealth & Financial Management
Industry Financial Services
Experience
Bridgewater Wealth & Financial Management   March 2013 - Present
The Tauber Family Foundation   May 2010 - August 2011
Bethesda Country Club  January 2005 - December 2009
Bridgewater Wealth & Financial Management   May 2008 - August 2008

Skills
Accounting, Account Reconciliation, Microsoft Excel, Investments, General Ledger, Portfolio Management, Analysis, Equities, Financial Modeling, Financial Analysis, Finance, Management, Social Media, Customer Service, PowerPoint

Education
University of Arizona   2009 — 2012
Bachelor of Science (BS), Finance

Fatima Hussain Fatima Hussain Greater New York City Area Details
Fatima Hussain's Bridgewater Wealth & Financial Management Experience January 2012 - October 2012
Job International Client Service Manager at ADTECH, a division of AOL Platforms
Industry Information Technology and Services
Experience
ADTECH / AOL   September 2014 - Present
Undertone  February 2014 - September 2014
Undertone  October 2012 - January 2014
Bridgewater Wealth & Financial Management   January 2012 - October 2012
Bridgewater Wealth & Financial Management   August 2011 - January 2012
Results for Development Institute  May 2010 - August 2011
Abercrombie & Fitch  April 2009 - April 2010
Jacobs & Associates  April 2008 - November 2008
The Employment Law Group  February 2007 - April 2008
Information Systems and Services (ISS)   April 2006 - January 2007

Skills
HTML, CSS, JavaScript, Digital Media, Online Advertising, Leadership, Training, Research, Human Resources, Event Planning, Microsoft Excel, Administrative..., Microsoft Office, Editing, Social Media, Data Entry, PowerPoint, Fundraising, Fiddler, Technical Writing, Pdf, Process Scheduler, Budgets, Microsoft Word, Customer Service, Budgeting, Java

Education
The George Washington University   2005 — 2008
BA, Psychology, Organizational Sciences

Mark Scaringi Mark Scaringi Washington D.C. Metro Area Details
Mark Scaringi's Bridgewater Wealth & Financial Management Experience February 2014 - April 2014
Job Analyst at Capital One, Commercial and Specialty Finance
Industry Banking
Experience
Capital One  July 2014 - Present
Bridgewater Wealth & Financial Management   February 2014 - April 2014
New York County District Attorney's Office  May 2013 - August 2013

Skills
Accounting, Commercial Banking, Healthcare Real Estate, Credit Analysis, Microsoft Excel, Portfolio Management, Financial Analysis, Due Diligence

Education
University of Maryland - Robert H. Smith School of Business   2010 — 2014
Bachelor of Science (B.S.), Accounting

University of Maryland College Park
Bachelor’s Degree, Accounting

Jason Mead, CAPM Jason Mead, CAPM Chicago, Illinois Details
Jason Mead, CAPM's Bridgewater Wealth & Financial Management Experience August 2011 - January 2012
Job Exhibit Sales Manager at H.H. Backer Associates
Industry Fund-Raising
Experience
H.H. Backer Associates   March 2014 - Present
H.H. Backer Associates   October 2013 - March 2014
Staffing Agencies  September 2010 - October 2013
Bridgewater Wealth & Financial Management   August 2011 - January 2012
Holy Family Catholic Community  June 2005 - July 2010
Holy Family Catholic Community  December 2004 - July 2010
Holy Family Parish  August 2004 - December 2004
Delegation of the European Union to the United States of America   August 2001 - December 2001

Skills
Access, Event Management, Event Planning, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Volunteer Management, Training, ACS People Suite..., Adobe Acrobat, Adobe Contribute, Constant Contact, Databases, Donor Perfect, E-newsletter, E-newsletter Design, InDesign, Microsoft Word, Photoshop, QuickBooks, Volunteer Recruiting, Volunteer Training, Social Media, Editing, Public Speaking, Nonprofits, Management, Customer Service, Leadership, Strategic Planning, Fundraising

Education
American University
Master of Arts (MA), International Peace and Conflict Resolution

Forester Institute (San Jose, Costa Rica)
Certification, Intermediate Spanish

Goethe Institute (Murnau, Germany)
Certification, Intermediate German

Mount St. Mary's University
Bachelor's Degree, International Studies and German

John Gillick John Gillick Washington D.C. Metro Area Details
John Gillick's Bridgewater Wealth & Financial Management Experience June 2013 - August 2013
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte  September 2015 - Present
University of Maryland  September 2011 - May 2015
Deloitte  June 2014 - August 2014
Bridgewater Wealth & Financial Management   June 2013 - August 2013
TechnoServe  June 2013 - August 2013
Robert H. Smith School of Business, University of Maryland   August 2012 - May 2013
National Institutes of Health  May 2012 - August 2012
Live Green  March 2012 - May 2012

Skills
QuickBooks, Microsoft Office, Research, PowerPoint, Mac, PC, Social Media, Team Leadership, Focused Execution, Passion for Helping..., Data Analysis, Accounting, Management, Entrepreneurship

Education
University of Maryland - Robert H. Smith School of Business   2011 — 2015
Bachelor's Degree, Accounting

University of Maryland College Park   2011 — 2015
Bachelor of Science (B.S.), Accounting

Patrick Crosby Patrick Crosby Rockville, Maryland Details
Patrick Crosby's Bridgewater Wealth & Financial Management Experience February 2014 - August 2014
Job Staff Accountant at Gelman, Rosenberg & Freedman CPA's
Industry Financial Services
Experience
Gelman, Rosenberg & Freedman, CPAs   2014 - Present
Bridgewater Wealth & Financial Management   February 2014 - August 2014
GE Capital  May 2013 - August 2013
Shobha  May 2012 - August 2012

Skills
Charismatic Leadership, Public Speaking, Self-driven, Microsoft Office, Research, Customer Service, Team-oriented, Professional Writing

Education
University of Maryland College Park   2010 — 2014
Double Major: Accounting/Finance

Ross Nachbi Ross Nachbi Chicago, Illinois Details
Ross Nachbi's Bridgewater Wealth & Financial Management Experience December 2010 - August 2011
Job DPT Student at Northwestern University
Industry Hospital & Health Care
Experience
Bethesda Chevy Chase Rescue Squad  July 2005 - July 2014
Washington Orthopaedics & Sports Medicine, Smartherapy   August 2013 - May 2014
Comprehensive Cardiac Care   July 2012 - August 2013
University of Maryland  August 2011 - May 2012
Bridgewater Wealth & Financial Management   December 2010 - August 2011
Washington Eye Physicians and Surgeons  May 2010 - February 2011
Georgetown University Center for Aphasia Research and Rehabilitation   May 2008 - August 2008
Penn Diagnostics   May 2007 - August 2007

Skills
Research, Clinical Research, Medicine, CPR Certified, Public Speaking, Community Outreach, Data Analysis, Nonprofits, Public Health, SPSS, Statistics, PowerPoint, Microsoft Excel, Microsoft Office, Teaching, Grant Writing, Social Media, Program Development, Microsoft Word, Editing, Fundraising

Education
Northwestern University - The Feinberg School of Medicine   2014 — 2017
Physical Therapy/Therapist

University of Maryland College Park   2011 — 2012
Post-bac

University of Rochester   2006 — 2010
B.S., Brain and Cognitive Science

Patrick Carrigan Patrick Carrigan College Park, Maryland Details
Patrick Carrigan's Bridgewater Wealth & Financial Management Experience February 2014 - May 2014
Job Financial Analyst at MITRE Corporation
Industry
Experience
MITRE  January 2015 - Present
Bridgewater Wealth & Financial Management   February 2014 - May 2014
JHS Capital Advisors, LLC  June 2013 - February 2014

Education
University of Maryland - Robert H. Smith School of Business   2010 — 2014
Bachelor of Science (B.S.), Finance and Supply Chain Management, Senior

The American University of Rome   2013 — 2013

Saint Pius X Catholic High School   2006 — 2010

Andrew Roswell Andrew Roswell Baltimore, Maryland Details
Andrew Roswell's Bridgewater Wealth & Financial Management Experience June 2015 - July 2015
Job Student Athlete at University of Michigan
Industry
Experience
Bridgewater Wealth & Financial Management   June 2015 - July 2015

Education
University of Michigan   2013 — 2017
Economics

Hilary Eisenberg Hilary Eisenberg Washington, District Of Columbia Details
Hilary Eisenberg's Bridgewater Wealth & Financial Management Experience May 2011 - August 2011
Job Associate at Alvarez & Marsal Taxand, LLC
Industry Law Practice
Experience
Alvarez & Marsal  August 2014 - Present
Journal of Contemporary Health Law and Policy   May 2013 - June 2014
Catholic University Columbus School of Law  January 2012 - May 2014
U.S. Department of Labor   January 2014 - April 2014
Consumer Protection Project at Columbus Community Legal Services   August 2013 - December 2013
DC Appleseed  May 2013 - August 2013
Innocence Project  August 2012 - May 2013
Judge Gerald Fisher's Chambers at DC Superior Court   May 2012 - August 2012
Bridgewater Wealth & Financial Management   May 2011 - August 2011
Onondaga County District Attorney's Office  January 2011 - May 2011

Skills
Legal Research, Criminal Justice, Legal Issues, Legal Writing, Courts, Community Outreach, Policy, Research, Politics, Trials, Westlaw, Legislation, Lexis, Political Science, PowerPoint

Education
The Catholic University of America, Columbus School of Law   2011 — 2014
Juris Doctor (J.D.), Law

Syracuse University   2007 — 2011
B.A., Middle Eastern Studies, Political Science

St. Andrew's Episcopal School

St. Andrew's Episcopal School

Leslie Gilinson Leslie Gilinson United States Details
Leslie Gilinson's Bridgewater Wealth & Financial Management Experience November 1999 - November 2013
Job CFO at AMG Payment Solutions
Industry Accounting
Experience
AMG Payment Solutions   December 2003 - Present
Bridgewater Wealth & Financial Management   November 1999 - November 2013
KPMG Audit  November 1996 - December 1998

Skills
Accounting, Financial Reporting

Education
American University   1995 — 1997
Graduate degree, Accounting

American University   1985 — 1989
Bachelor's degree, Business Administration and Management, General

Alyssa Braender-Carr Alyssa Braender-Carr Greater Philadelphia Area Details
Alyssa Braender-Carr's Bridgewater Wealth & Financial Management Experience July 2011 - August 2012
Job J.D. Candidate at Seton Hall University School of Law
Industry Law Practice
Experience
U.S. Department of the Treasury   June 2014 - August 2014
United States District Court for the District of New Jersey  May 2013 - August 2013
Bridgewater Wealth & Financial Management   July 2011 - August 2012
Bridgewater Wealth & Financial Management   December 2010 - July 2011

Education
Seton Hall University School of Law   2012 — 2015
Law

Lehigh University - College of Business and Economics   2005 — 2009
Bachelor of Science, Finance

The Hun School of Princeton   2001 — 2005
High School