Pangea Wealth Management

Description

Address: 3260 North Hayden Road #109, Scottsdale, AZ 85251 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (480) 304-5353 Appointments: pangea-rp.comPlace name: : Website: : : Category: : : : Website: http://www.pangeawealthmanagement.com/ Category: Financial consultant 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 question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pangea Wealth Management, LLC & Pangea Retirement Partners Posting publicly on the Web Write a review Reviews 1 Google review

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Pangea Wealth Management Employees

Employee
Years
Job
Industry
Wenyi (Owen) Zhao Wenyi (Owen) Zhao Phoenix, Arizona Area Details
Wenyi (Owen) Zhao's Pangea Wealth Management Experience October 2010 - December 2010
Job Portfolio Analyst at AZ Public Safety Personnel Retirement System
Industry Financial Services
Experience
AZ Public Safety Personnel Retirement System  March 2015 - Present
EMed Research Center   July 2014 - March 2015
Arizona Public Safety Personnel   September 2014 - December 2014
Excheam LLC   January 2013 - March 2014
First Financial Equity Corporation  June 2013 - August 2013
Bank of China  June 2012 - July 2012
Feeding Matters  January 2012 - May 2012
Treasures 4 Teachers   February 2010 - January 2011
Pangea Wealth Management   October 2010 - December 2010

Skills
Statistics, Time Management, Leadership, Analysis, Economics, Critical Thinking, Mandarin, Marketing, Non-profits, Qualitative Research, Financial Analysis, Market Research, Business Planning

Education
Thunderbird School of Global Management   2012 — 2014
Master's degree, Global Finance

Arizona State University   2008 — 2012
Bachelor of Science (BS), Finance

Arizona State University   2008 — 2012
Bachelor of Science (B.S.), Management

Arizona State University   2011 — 2012
Bachelor of Science (B.S.), Small Business and Entrepreneurship Certificate

Jeffrey Jurkowitz MAED Jeffrey Jurkowitz MAED Scottsdale, Arizona Details
Jeffrey Jurkowitz MAED's Pangea Wealth Management Experience June 2011 - May 2013
Job Kundalini Yoga Teacher
Industry Health, Wellness and Fitness
Experience
G&A Partners  June 2014 - July 2015
Xponent Employer Solutions   May 2013 - June 2014
Pangea Wealth Management   June 2011 - May 2013
Art Institute of Pittsburgh Online  July 2009 - June 2011
University of Phoenix  January 2004 - June 2006
Sports Fan Marketing   August 2001 - November 2004
Ticket Connection   December 1995 - September 1999

Skills
Business Development, Salesforce.com, Leadership, Marketing, Management, Social Media Marketing, Training, Social Networking, Public Speaking, Public Relations, Event Planning, Marketing Communications, Social Media, Event Management, Fundraising

Education
Soul of Yoga Institute   2015 — 2015

University of Phoenix
Master of Arts (M.A.), Education Curriculum & Instruction

Arizona State University
Bachelor's degree, Communication, Interpersonal and Intercultural

David Jeffress David Jeffress Chandler, Arizona Details
David Jeffress's Pangea Wealth Management Experience January 2011 - November 2012
Job Icon Capital
Industry Investment Management
Experience
Icon Capital Holdings   December 2014 - Present
Merrill Lynch  December 2012 - December 2014
Pangea Wealth Management   January 2011 - November 2012

Skills
Financial Modeling, Portfolio Management, Equity Trading, Financial Analysis, Financial Planning, Risk Management, Investment Advisory, Alternative Investments, Investment Strategies, Distressed Debt

Education
Arizona State University   2007 — 2011
Bachelor of Applied Science (BASc), Finance, General

Matthew Kory Matthew Kory Scottsdale, Arizona Details
Matthew Kory's Pangea Wealth Management Experience October 2008 - Present
Job Investment Executive C.E.O at Pangea Wealth Management
Industry Financial Services
Experience
Pangea Wealth Management   October 2008 - Present

Skills
401k, Qualified Retirement..., Retirement Plan..., Investment Management, High Net Worth..., Series 7, Investment Advisory, Wealth Management, Retirement Planning, Retirement, Series 63, Financial Services

Education
Arizona State University
Bachelor's degree, International Business/Marketing

James Cooney James Cooney Phoenix, Arizona Area Details
James Cooney's Pangea Wealth Management Experience March 2011 - June 2012
Job Finance and Marketing Professional
Industry Financial Services
Experience
Charles Schwab  May 2014 - May 2015
Charles Schwab  November 2012 - May 2014
Miller/Russell & Associates   August 2012 - November 2012
Pangea Wealth Management   March 2011 - June 2012
Vibrant Apparel   May 2010 - May 2012
Attorney Andrew M. Hull   August 2009 - July 2011
Clash Booster Club   April 2009 - October 2009
Sunshine Soccer League   April 2005 - August 2009
Celestial Care (Hospice Services)   November 2006 - November 2008

Skills
Excel, Word, PowerPoint, Microsoft Office, Economics, Teamwork, Social Media, Writing, Data Entry, Photoshop, Salesforce.com, Facebook, Social Networking, Social Media Marketing, Marketing, Time Management, Management, Microsoft Excel

Education
Grand Canyon University   2009 — 2012
B.S., Finance and Economics

Brophy College Preparatory   2005 — 2009
English, Physics, Chemistry, History, Geometry, Calculus, Algebra

Thomas Bugbee, CFP® Thomas Bugbee, CFP® Scottsdale, Arizona Details
Thomas Bugbee, CFP®'s Pangea Wealth Management Experience August 2011 - August 2012
Job Investment Manager at FUTURITY FIRST Insurance Group
Industry Financial Services
Experience
Futurity First Insurance Group  August 2012 - Present
Pangea Wealth Management   August 2011 - August 2012
USAA  April 2008 - August 2011
John Driscoll & Company   January 2006 - April 2008
Signature Resources  September 2004 - January 2006
LAVA Architecture   September 2003 - September 2004
Northern Arizona   January 2000 - January 2003
Helm Surgical Systems   January 1998 - January 2000
TOSA Medical  January 1995 - January 1998

Skills
Series 7, Estate Planning, Investments, Mutual Funds, Wealth Management, Series 65, Stocks, Alternative Investment..., Variable Annuities, Retirement Planning, Life Insurance, Long Term Care Insurance, Universal Life, Retirement, Fixed Annuities, Financial Advisory, Financial Planners, Financial Planning, Customer Service, Insurance, Communication, 401k, Financial Services

Education
Arizona State University
Bachelor of Science, Exercise Science

Adam Maielua Adam Maielua Phoenix, Arizona Area Details
Adam Maielua's Pangea Wealth Management Experience January 2010 - February 2011
Job Lifestyle Motivator
Industry Health, Wellness and Fitness
Experience
PowerTrain  March 2015 - Present
HA Yoga & Life Studio   October 2014 - Present
The Body Lab   July 2010 - Present
Yogalution   June 2014 - July 2015
CoreBalance Studio   September 2013 - April 2015
UltraFit Systems, LLC   February 2011 - February 2014
Pangea Wealth Management   January 2010 - February 2011
Medicis  April 2007 - June 2009
Apollo Group  October 2003 - April 2007

Skills
Coaching, Fitness, Team Leadership, Time Management, Training, Management, Staff Development, Policy, Sales, Leadership, Project Management, Healthcare, Research, Event Planning, Team Building, Analysis, Employee Benefits, Leadership Development, Interviews, Public Speaking, Organizational..., Employee Training, Conflict Resolution, Marketing, Recruiting, Strategic Planning, Social Networking

Education
University of Phoenix   2004 — 2005
Master of Business Administration (MBA)

David Dieal David Dieal Greater Philadelphia Area Details
David Dieal's Pangea Wealth Management Experience December 2012 - Present
Job Executive Vice President at Pangea Wealth Management
Industry Financial Services
Experience
Pangea Wealth Management   December 2012 - Present
CheckPoint HR  May 2011 - September 2012
The Savino Financial Group/Northwestern Mutual   2008 - May 2011
AXA Advisors  May 2007 - May 2008
The Vanguard Group  September 2004 - April 2007

Skills
Deferred Compensation, Retirement Planning, 401k, High Net Worth..., Financial Analysis, Insurance, Strategic Planning, Retirement Plan..., Qualified Retirement..., Investment Management, Investment Strategies, Account Management, Investments, Financial Services, Risk Management, Employee Benefits, Securities, Pensions, Small Business, Series 7, Mutual Funds, Series 63, Disability Insurance, Fixed Annuities, Retirement, Financial Advisory, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Life Insurance, Asset Allocation

Education
Stockton University
Bachelor of Science, Finance

Dawn Singleton Dawn Singleton Phoenix, Arizona Area Details
Dawn Singleton's Pangea Wealth Management Experience June 2014 - July 2015
Job Client Services Professional
Industry Financial Services
Experience
Pangea Wealth Management   June 2014 - July 2015
Wells Fargo  April 2013 - June 2014
Wells Fargo  December 2011 - April 2013
BillingTree  August 2010 - November 2011
Digital Direction  July 2008 - March 2009
Hostway  September 2007 - May 2008
University of Phoenix  May 2006 - February 2007
Wells Fargo  May 2003 - April 2006
Arizona Federal Credit Union  March 2001 - January 2003

Skills
Customer Service, Credit, Software Documentation, Security, Invoicing, Telecommunications, Project Management, Program Management, Analysis, CRM, Call Center, Marketing, Windows, Business Development, Customer Satisfaction, Sales, Loans, Salesforce.com, Customer Retention, Finance, Financial Risk, Training, Accounting, Management

Education
University of Phoenix   2004 — 2005
Master's, Organizational Behavior Mgt

University of Advancing Technology   2000 — 2002
Bachelor of Arts, Multimedia

Kevin Layton Kevin Layton Phoenix, Arizona Area Details
Kevin Layton's Pangea Wealth Management Experience September 2010 - September 2012
Job Accountant at Cascade Financial Services
Industry Financial Services
Experience
Cascade Financial Services  May 2015 - Present
Kevin Layton Bookkeeping   March 2014 - Present
Farmers Insurance  July 2014 - July 2015
Cascade Financial Services  April 2013 - May 2015
Chandler Ginning Co   September 2012 - January 2013
Pangea Wealth Management   September 2010 - September 2012
Pinto Creek Co, LLC   April 2003 - September 2012
FedEx Ground  August 2005 - March 2006

Skills
Payroll, Accounts Payable, QuickBooks, Data Entry, Microsoft Office, Business Development, Series 7, Series 66, Employee Benefits, Default Reporting, Customer Service, Insurance

Education
Arizona State University West   2007 — 2009
Bachelor, Global Business / Finance

Chandler-Gilbert Community College   2003 — 2006
Degree of Associate, Transfer Partnership General Business

Gilbert High School   1996 — 2000
High School Diploma, General Studies