Opus Advisory Group
Address: 2500 Westchester Ave # 401, Purchase, NY 10577 Phone: (914) 825-1000Website: : : : Category: Hours: : : : Place name: Website: http://www.opusadvisory.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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Opus Advisory Group Posting publicly on the Web Write a review Reviews Be the first to review
Opus Advisory Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Opus Advisory Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Opus Advisory Group Employees
Altium Wealth Management, LLC October 2010 - Present
Opus Advisory Group February 2006 - September 2010
Strategies for Wealth May 1992 - February 2006
Education
University of Maryland - Robert H. Smith School of Business 1986 — 1990
Stepinac High School
White Plains High School
Opus Advisory Group June 2015 - Present
Slam Dunk Basketball Camp June 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Visual Basic, PowerPoint, Leadership, Teamwork, Time Management, Event Planning
Education
Rensselaer Polytechnic Institute 2015 — 2017
Master of Science (M.S.), Quantitative Finance and Risk Analytics
Rensselaer Polytechnic Institute 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Prestige Brands, Inc. January 2013 - Present
MJS Executive Search July 2011 - December 2012
New England Consulting Group August 2010 - July 2011
Opus Advisory Group 2006 - 2010
Skills
Management Consulting, Executive Search, Talent Mapping, Candidate Development, Resume Mining, Candidate Generation, Microsoft Office, Business Strategy, Word, Excel, Windows, Outlook, PowerPoint, Customer Relations, Candidate Assessment, Customer Service, Research, Lotus Notes, Mac, Spanish, Budgeting, Candidate Screening, Talent Acquisition, Search, Recruiting, Interviewing Skills, Microsoft Word, Microsoft Excel, Budgets, Screening Resumes, Data Analysis, Marketing Management, Project Management, Interviews, Resume, Management, Leadership, Consulting, Talent Management, Training, Market Research, Coaching, Staff Development, Marketing, Strategy, Leadership Development, Competitive Analysis, Brand Management, Consumer Products, Marketing Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA), Marketing
The University of Connecticut 2006 — 2010
Bachelors of Science, Finance: Real Estate and Urban Economics, 3.8
Altium Wealth Management, LLC February 2014 - Present
Opus Advisory Group 2010 - January 2014
Collins Stewart October 2008 - April 2010
Rodman and Renshaw 2007 - 2008
Rochdale Investment Management 2004 - 2006
Prudential Securities 2000 - 2004
Skills
Wealth Management, Portfolio Management, Risk Management, Hedge Funds, Estate Planning, Retirement
Education
Fairfield University 1996 — 2000
BS, Finance, Accounting, Economics
Archbishop Stepinac HS 1993 — 1996
AllCertifications.com, Inc. October 2015 - Present
Seaside Johnnies May 2013 - Present
Opus Private Client Group January 2011 - Present
Jet Elevation May 2014 - June 2015
Opus Advisory Group January 2010 - January 2013
National Health Administrators May 2010 - August 2012
Skills
Marketing, Direct Sales, Digital Media, Public Speaking, Microsoft Excel, PowerPoint, Financial Planning, Real Estate, Fitness, Social Media, Entrepreneurship, Private Investment
Education
University of Miami - School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Miami - School of Business 2012 — 2016
Bachelor’s Degree, Entrepreneurship/Entrepreneurial Studies, Real Estate, Finance, Senior
General Atlantic January 2013 - Present
General Atlantic September 2010 - Present
Opus Advisory Group May 2006 - August 2009
Optima Compass Group August 2005 - May 2006
Manulife Financial December 2002 - June 2005
Education
Iona College 1996 — 2000
BA, Psychology
Sony Music Entertainment May 2015 - July 2015
MTC Limousine & Corporate Coach, Inc. June 2014 - August 2014
Zolio Inc June 2014 - August 2014
Opus Advisory Group June 2013 - August 2013
Skills
Data Analysis, Marketing, Time Management, Fundraising, Editing
Education
Loyola University Maryland 2013 — 2017
B.B.A. Business Administration
Fox Lane High School 2009 — 2013
Wolf River Angels January 2012 - Present
Start Co. December 2010 - Present
The Commercial Appeal February 2011 - April 2013
INNPOWERMENT June 2010 - July 2011
Fisher Investments January 2003 - May 2007
Opus Advisory Group November 1998 - November 2002
Skills
Wealth Management, Strategic Planning, Investments, Strategic Financial..., Entrepreneurship, Online Marketing, Public Relations, Start-ups, Public Speaking, Community Development, Finance, Small Business, Management Consulting, Business Development, Marketing, Social Networking, Advertising, Nonprofits, Leadership, Business Planning, Budgets, New Business Development, Financial Analysis, Social Media, Strategy, Team Building, Management, Angel Investing, Federal Government..., Accelerator, Social Innovation, Seed Capital, Local Government Finance, Technology Incubation, Philanthropy, Fundraising, Online Advertising, Social Media Marketing, Email Marketing, Strategic Partnerships, Strategic Communications, Market Research, Blogging, Sales, Media Relations, Press Releases, Event Management
Education
Iona College
Business Administration, Finance/History
Diddel & Diddel Wealth Accumulation Strategies June 2014 - Present
Opus Advisory Group March 2013 - March 2014
Siller & Cohen Family Wealth Advisors November 2006 - March 2013
Hitachi Capital America March 2003 - June 2004
Skills
Investments, Microsoft Excel, Outlook, CRM, Strategic Planning, Microsoft Office, MS Office Suite 2010, CRM software, Excel, Salesforce.com, Constant Contact, Finance, Sales, Banking, Office 2010, Risk Management, Invoicing, Financial Services, Portfolio Management, Customer Service, Management
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Altium Wealth Management, LLC October 2010 - Present
Opus Advisory Group July 2009 - October 2010
SEI September 2006 - June 2009
SEI October 2004 - September 2006
Skills
Wealth Management, Portfolio Management, Excel, Word, Customer Relations
Education
Drexel University 2000 — 2004
Bachelors, Finance
Northeastern University 1999 — 2000
Aetna May 2015 - Present
Aetna July 2014 - May 2015
Aetna June 2013 - July 2014
Aetna June 2012 - June 2013
Aetna September 2011 - June 2012
Opus Advisory Group September 2010 - September 2011
Cambium Group, LLC September 2010 - September 2011
Kent School June 2008 - June 2010
Education
Cazenovia College 2004 — 2008
BPS, Business Management