Global Wealth Management
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Global Wealth Management Employees
Global Wealth Management January 2015 - Present
Skills
Retirement Planning, Employee Benefits, Financial Analysis, Investments, Sales, Mutual Funds, Strategic Financial..., Securities, Wealth Management, Asset Allocation, Retirement, Disability Insurance, Long Term Care Insurance, Insurance, Manage Client..., Financial Planning, Customer Service, Leadership
Education
West Virginia University 2004 — 2007
Psychology
Hollins University 2003 — 2004
OnePlus December 2013 - Present
OPPO May 2013 - December 2013
Global Wealth Management February 2013 - May 2013
TBWA Auditoire June 2010 - August 2010
Congressman Mark Kirk September 2009 - December 2009
Skills
Mandarin, Finance, Public Relations, Chinese, International Relations, Blogging, Spanish, Editing, Social Media, Research, Social Media Marketing, Public Speaking, Microsoft Office, Market Research, Marketing Communications, Press Releases, Marketing, Social Networking, Media Relations
Education
The George Washington University 2008 — 2012
Bachelor's degree, International Relations and Affairs
Beijing Language and Culture University 2011 — 2011
Mandarin
Merrill Lynch October 2011 - Present
Merrill Lynch October 2011 - Present
Global wealth Management May 2009 - November 2009
Edward Jones April 2006 - August 2008
Merrill Lynch June 2004 - February 2006
Merrill Lynch June 2003 - February 2004
Skills
Investments, Mutual Funds, Banking, CRM, Sales, Customer Service, Finance, Leadership, Life Insurance, Management, Public Speaking, Retirement, Strategic Planning, Team Building, Financial Analysis
Education
Lambuth University 2000 — 2003
Bachelor of Science, Mangement
Global Wealth Management 2010 - Present
Costa Capital 2006 - Present
Costa Financial Group 2004 - 2006
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Strategic Financial..., Series 7, Insurance, Securities, Finance, Financial Services, Estate Planning, Retirement, Retirement Planning, Asset Allocation, Financial Planning
Education
Florida State University 2000 — 2004
Bachelor of Science (BS), Finance, General
Gregory Condes Wines February 2015 - Present
Merchants of Beverage April 2014 - October 2014
Southern Wine & Spirits July 2011 - October 2013
Southern Wine and Spirits December 2010 - June 2011
Southern Wine and Spirits September 2009 - December 2010
Global Wealth Management May 2008 - August 2008
Jewish Community Center June 2005 - August 2007
Skills
Microsoft Office, Account Management, Budgets, Project Planning, Stata, Sales, Event Planning, Marketing, Marketing Strategy, Social Media, Microsoft Excel, Social Media Marketing, Time Management, Start-ups, Entrepreneurship, Research
Education
Miami University 2005 — 2009
B.A, Economics
Lewis Brisbois Bisgaard & Smith LLP March 2013 - Present
Avanzino & Moreno, PC December 2011 - March 2013
Jeffrey Shepro, P.C. January 2011 - May 2011
William LaPiana, Professor of Law May 2010 - May 2011
Jefferies & Company May 2010 - November 2010
New York City Law Department September 2009 - May 2010
New York Law School 2008 - 2010
Honorable Anthony I. Giacobbe, Richmond County, Supreme Court May 2009 - September 2009
Global Wealth Management September 2007 - September 2008
Law Office of Robert Prignoli February 2001 - February 2006
Skills
Legal Writing, Legal Research, Problem Solving, Litigation, Attention To Detail, Creative Problem Solving, Persuasion, International Law, International Relations, Litigation Support, Creative Briefs, Legal Support, Management Consulting, Conflict Resolution, Global Strategy, Communication Strategy, Litigation Strategy, International Project..., Civil Litigation, Commercial Litigation, Employment Litigation, General Litigation, Patent Litigation, Legal Assistance
Education
Fordham University
Bachelor of Arts, Cum Laude, International Political Economy
New York Law School
Juris Doctorate
Apple February 2014 - Present
Apple October 2011 - January 2014
California Polytechnic State University February 2010 - July 2011
Global Wealth Management July 2009 - September 2009
KMT Corp July 2007 - July 2009
Kids Club Consultants, Inc February 2006 - December 2007
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
BS, Business Administration, Finance Concentration
West Valley College
Liberal Arts AA
Global Wealth Management 2013 - 2014
The Seagate Hotel & Spa 2011 - 2013
Walt Disney World August 2009 - July 2011
EMcomm September 2007 - May 2011
Abercrombie & Fitch 2005 - 2011
Big Blue Dot 2007 - 2007
Skills
Marketing Communications, Marketing Strategy, Social Media Marketing, Marketing Management, Marketing, Art Direction, Production Drawings, Design Production, Fine Art, Guest Service Management, Customer Satisfaction, Customer Oriented, Customer Acquisition, Event Planning, Corporate Events, Wedding Planning, Public Relations, Advertising, Strategic Public..., Set Design, Set Construction, Set Dressing, Hospitality, Hospitality Industry, Product Marketing, Coordinating Events, Live Events, Visual Arts, Organization, Organizational..., Team Building, Teamwork, Microsoft Office, Adobe Creative Suite, French, Events Coordination, Catering, Graphic Design, Social Networking, Market Research
Education
Emerson College 2007 — 2011
Bachelor of Science (B.S.), Marketing Communications, 3.5
Emerson College 2007 — 2011
Bachelor of Science (B.S.), Marketing
Internationally United Music Festival November 2014 - Present
Answerquest May 2015 - July 2015
Eisinger, Brown, Lewis, Frankel & Chaiet, P.A. June 2014 - August 2014
Global Wealth Management June 2013 - August 2013
Skills
Sensitivity and Tact, Empathy Skills, Creative Thinking, Organizational Priority, Leadership, Management, New Business Development, Teamwork, Fundraising, Public Speaking, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Marketing, Time Management
Education
Indiana University - Kelley School of Business 2014 — 2018
Entrepreneurship/Entrepreneurial Studies, GPA: 3.898/4.00
Global Wealth Management October 2014 - Present
Self-employed September 2008 - September 2014
Southern Maryland Blue Crabs 2008 - 2013
St. Louis Cardinals 2007 - 2008
Los Angeles Angels 2004 - 2007
Skills
Marketing, Social Media Marketing, Public Speaking, Social Media, Sales, Online Marketing, Marketing Strategy, Entrepreneurship, Public Relations, Facebook, Sports, Event Planning, Event Management, Sponsorship, Sports Management, Social Networking, Sports Marketing
Education
University of Miami - School of Business 2001 — 2007
Bachelor of Business Administration (BBA), Finance, General
st. thomas aquinas hs
Global Wealth Management 2009 - Present
1031 Alternatives Group January 2008 - Present
Costa Financial Securities April 2006 - January 2008
Wealthcrafters - SII Investments 2003 - April 2006
Skills
Investments, Estate Planning, Finance, Real Estate, Alternative Investments, Securities, Retirement, Asset Management, Wealth Management, Portfolio Management, Strategic Financial..., Retirement Planning, Financial Services, Insurance, Investment Advisory, Asset Allocation, Series 7, Investment Management, Investment Strategies, Series 63, Executive Management, Strategy, Financial Advisory, High Net Worth..., Financial Markets, Wealth Management..., IRAs, 401k, ETFs, Fixed Annuities, Wealth Accumulation, Series 65
Education
Florida Atlantic University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
University of Findlay 1996 — 1998
Business Administration and Management, General
Citigroup April 2012 - Present
Morgan Stanley June 2009 - April 2012
Global Wealth Management February 2004 - May 2009
Citigroup September 1991 - February 2004
Gaston & Snow October 1986 - August 1991
Gaston & Snow May 1985 - August 1985
Gaston & Snow October 1982 - May 1985
Education
New York Law School 1982 — 1986
JD, cum laude
Denison University
BA, Art History
Greenwich Academy
Global Wealth Management July 2014 - Present
Chef2 Oils, Vinegars & More June 2013 - December 2013
Lincoln Financial Group August 2011 - September 2012
Alley Cat Allies August 2006 - January 2011
Planned Parenthood June 2005 - July 2006
Planned Parenthood November 2004 - June 2005
Shoes for Crews April 2004 - November 2004
Skills
Nonprofits, Fundraising, Blogging, Microsoft Office, Social Media, Public Speaking, Research, Editing, Project Management, PowerPoint, Policy, Training, Customer Service, Microsoft Excel, Raiser's Edge, Teaching, Culinary Skills, Personal Chef Services, Sales, Event Management, AWD, Databases, Data Entry, Financial Reporting, Report Writing, Marketing Communications, Advertising, Social Media Marketing, Social Networking, Staff Supervision, Food Safety, Food Preparation, Menu Development, Event Planning, Building Relationships, HTML, Non-profits, Politics, Grant Writing, Journalism
Education
Institute of Culinary Arts 2011 — 2013
Culinary Arts & Manangement
Palm Beach State College 2003 — 2005
Associate of Arts (AA)