Executive Wealth Management, LLC
Address: 135 W North St #1, Brighton, MI 48116 Hours: Open ⋅ Closes 5PM Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (810) 229-6446: : : Category: : : Website: Place name: : Website: http://www.ewmadvisors.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 questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 1 PM: Usually as busy as it gets6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for TuesdaysNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on WednesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Executive Wealth Management Posting publicly on the Web Write a review Reviews 4 Google reviews From Executive Wealth Management "The Executive Wealth Management team works hard to elevate every client’s investing experience with our compassionate service and our strategic defend and advance process."
Executive Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Executive Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Executive Wealth Management, LLC Employees
PwC August 2014 - Present
PwC June 2013 - August 2013
Executive Wealth Management, LLC June 2012 - August 2012
Cayman Chemical May 2012 - August 2012
Pink Pump October 2010 - April 2012
University of Michigan September 2011 - December 2011
A-Link AT&T Retailer May 2011 - August 2011
Skills
PowerPoint, Analysis, Microsoft Excel, Marketing, Customer Service, Accounting, Social Media, Public Speaking, Presentation Development, Research, Teamwork, Finance, Consulting, Time Management, Interpersonal..., Data Analysis, Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
West Bloomfield High School 2006 — 2010
High School Diploma
Executive Wealth Management, LLC February 2015 - Present
Oakland Community College January 2014 - Present
HB Ink, LLC 2010 - Present
Marzolo and Associates December 2012 - April 2015
A Pass Educational Group, LLC July 2013 - January 2015
Oakland University August 2009 - April 2011
TheDetroiter.com 2008 - 2009
Skills
Academic Writing, Online Journalism, Creative Writing, Editing, English grammar, German, University Teaching, Creative Direction, Telecommunications, Highly self-motivated, Leadership, Interpersonal Skill, Global Experience, Organizational..., Memorization, PC, Image Editing, Versatility, Advertising, Research, Magazines, Copy Editing, English Grammar
Education
Oakland University 2009 — 2011
Master of Arts (MA), English Language and Literature, General, 3.85
Oakland University 2005 — 2009
Bachelor of Arts (BA), English Language and Literature, General, 3.89
Executive Wealth Management, LLC January 2013 - Present
401KGPS January 2013 - Present
Skills
Marketing, Sales, Investments, Finance, Financial Planners, Series 7, Series 63, Series 65, Public Speaking, Research, Microsoft Office, Non-profits, Administration, Microsoft Excel, Portfolio Management, Management, Financial Planning, Social Media, Leadership
Education
Hillsdale College 2008 — 2013
Bachelor's of Arts Degree
Brother Rice High School 2004 — 2008
Executive Wealth Management, LLC December 2005 - Present
Skills
Health Insurance, Wealth Management, Financial Advisory, Investments, Finance, Retirement Planning, Certified Financial..., Small Business, Strategic Financial...
Education
University of Michigan
BBA, Business
Cleary University
Master of Business Administration (M.B.A.)
Saginaw Valley State University
CFP Program
Executive Wealth Management LLC January 1996 - Present
Skills
Portfolio Management, Investments, Business Strategy, Asset Managment, Equities, Mutual Funds, Wealth Management, Strategic Financial..., Investment Strategies, Asset Management, Insurance, Fixed Annuities, Retirement Planning, Asset Allocation, 401k, Retirement, Investment Advisory
Education
Ferris State University 1982 — 1987
Bachelor of Science, Marketing
Executive Wealth Management LLC 2009 - Present
Invest Financial 2009 - Present
Oakland Community College 2001 - Present
ITT Technical Institute 2009 - Present
Best Vest Investments 1996 - 2009
Dean Witter 1993 - 1996
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Series 7, Retirement, Mutual Funds, Asset Management, Portfolio Management, Fixed Annuities, Asset Allocation, Series 63, Series 65, Series 24, Life, Variable,..., Sales, Adjunct Professor, Financial Services
Education
Walsh College of Accountancy and Business Administration
Master of Science in Finance
University of Arizona 1976 — 1982
Renewable Natural Resources
Saw Mill Capital August 2015 - Present
Executive Wealth Management LLC October 2014 - June 2015
Executive Wealth Management LLC January 2011 - October 2014
International Business Machines, Corp (IBM) May 2009 - July 2010
Digital Stallion Computer Solutions January 2007 - February 2008
Skills
Fluent in Arabic, Microsoft Word, Excel,..., Accounting, Hyperion Enterprise, Financial Reporting, Account Reconciliation, General Ledger, Financial Analysis, Financial Accounting, Auditing, Sarbanes-Oxley Act, Lotus Notes, SAP, Consolidation, PowerPoint, Microsoft Excel, Internal Controls, Analysis, Financial Statements, Variance Analysis, Internal Audit, Cost Accounting, US GAAP, Accounts Payable, Journal Entries, Accounts Receivable, Cash Management, Essbase, GAAP, Finance, Microsoft Office
Education
University of Bridgeport 2013 — 2014
Master of Business Administration (MBA), Finance, 4.0
Western Connecticut State University 2007 — 2010
BBA, Accounting; Financial Accounting Option, 3.8
Executive Wealth Management, LLC November 2013 - Present
Fidelity Investments December 2008 - October 2013
Wachovia Securities July 2007 - December 2008
Fifth Third Bank September 2004 - July 2007
Charles Schwab January 1999 - July 2004
Skills
Leadership, Retirement, Portfolio Management, Recruiting, New Business Development, Mutual Funds, Risk Management, Coaching, Financial Analysis, Finance, Business Development, Budgets, Financial Services, Investments, Asset Allocation, Asset Management, Banking, Management, Sales, Sales Management, Series 63, Securities, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Wealth Management, Financial Planning
Education
University of Colorado at Boulder 1988 — 1993
BS, Economics
Pueblo East High School 1984 — 1988
high school
Bloomfield Hills Financial April 2015 - Present
Executive Wealth Management, LLC February 2008 - March 2015
Citi Mortgages 2007 - 2007
ABN AMRO Mortgage Group 2003 - 2007
Pegasus Aviation April 2000 - August 2002
Bank of America March 1998 - March 2000
Skills
Marketing, Financial Risk, Process Improvement, Risk Management, Loan Servicing, Analysis, Policy, Six Sigma, Mortgage Lending, Credit, Operations Management, Leadership, Project Management, Risk Assessment, Financial Services, Banking, Capital Markets, Financial Analysis, Business Analysis
Education
University of San Francisco - School of Management 1994 — 1997
MBA, Finance
Michigan State University 1980 — 1985
BA, Business
Executive Wealth Management, LLC February 2009 - Present
Employee Benefits Administrators September 2003 - December 2008
Skills
Retirement Planning, Asset Management, 401k, IRAs, Financial Services, Investments, Mutual Funds, Securities, Separately Managed..., Financial Planning, Individual Pension Plans
Education
Troy University 1988 — 1992
Bachelor of Science, Computer Information Systems / Business Administration
Morton Buildings, Inc. July 2015 - Present
Executive Wealth Management, LLC June 2014 - October 2014
State of Michigan Licensed Realtor 2002 - 2014
Merrill Lynch Wealth Management January 2011 - October 2012
Betten Imports Mercedes-Benz January 2009 - February 2011
Hand Arendall, LLC July 2007 - August 2008
Allen County Board of Commissioners' Office December 1998 - December 2000
Saturn of Fort Wayne August 1993 - December 1998
Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Strategic Financial..., Risk Management, Portfolio Management, Sales Presentations, Negotiation, Public Speaking, NMLS Licensed, Uniform Combined State..., Business Development, CRM, Securities, Insurance, Business Planning, Customer Service, Sales, Investments, Financial Planning, Team Building, Strategic Planning
Education
Duke University 2007 — 2007
Paralegal Certificate, Law
Japan Center for Michigan Universities, Hikone, Japan 1990 — 1991
Grand Valley State University 1986 — 1991
Bachelor of Science (B.S.)
University of Sarajevo, Yugoslavia
Kingston Polytechnic, Kingston, England
Guardian Life Insurance Company of America June 2014 - Present
Omnicom Group Inc October 2013 - May 2014
Executive Wealth Management LLC January 2013 - October 2013
Ancilla Business Solutions January 2012 - May 2012
Skills
Microsoft Excel, Financial Services, Variance Analysis, Finance, Reconciliations, Microsoft Office, Outlook, Financial Accounting, Capital Expenditures, Microsoft Word, Leases, Account Reconciliation, Mutual Funds, Microsoft Powerpoint, ISAE 3402, Non Qualified Deferred..., Research, Quantitative Analytics, Investments, Atlassian JIRA, Dividends, Bloomberg Terminal, Hyperion HFM, Cognos, OnBase, Sarbanes-Oxley, PeopleSoft, Journal Entries, Essbase, Insurance, Accruals, Financial Analysis, Budgets, Clarity, Sarbanes-Oxley Act
Education
Fordham University 2009 — 2012
Bachelor of Science, Business Administration, Finance
Manhattan College 2008 — 2009
Cardinal Spellman High School 2004 — 2008