Quantum Financial Advisors

Industry: Company

Description

Founded: 1996 Subsidiary: Quantum Financial Advisors, Inc., Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportQuantum Financial AdvisorsWebsiteDirections Saved (0) Saved Save 23 Google reviews Financial consultant in Rockville, Maryland Address: Plaza West 06, 51 Monroe St, Rockville, MD 20850 Hours: Closes soon: 5:30PM ⋅ Opens 9:30AM Tue Monday9:30AM–5:30PMTuesday9:30AM–5:30PMWednesday9:30AM–5:30PMThursday9:30AM–5:30PMFriday9:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (301) 296-6203Website: : : : : : : Place name: Category: Website: http://www.qfainc.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 Quantum Financial Advisors Posting publicly on the Web Write a review Reviews"Dedicated staff and great financial services offered." "QFA gives its interns a unique and hands-on experience." "Great team to work with; friendly and professional staff" View all Google reviews From Quantum Financial Advisors Unable to add this file. Please check that it is a valid photo. "A boutique money management company with a superior 20 year track record of helping clients better manage their money." Latest PostsPosts from Quantum Financial Advisors View previous posts on Google

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Quantum Financial Advisors Employees

Employee
Years
Job
Industry
Marcelo Gustavo Arteaga Mata Marcelo Gustavo Arteaga Mata Washington, District Of Columbia Details
Marcelo Gustavo Arteaga Mata's Quantum Financial Advisors Experience June 2015 - August 2015
Job Executive Director en Mexico Laico Liberal y Emprendedor
Industry Financial Services
Experience
Mexico Laico Liberal y Emprendedor   January 2012 - Present
Quantum Financial Advisors   June 2015 - August 2015
Students for Liberty  June 2013 - May 2015
Institute for Humane Studies  May 2014 - August 2014
Chess Teacher   June 2012 - July 2012
Ayn Rand Center for Individual Rights   June 2011 - July 2011
Comercializadora Merco S.A. de C.V. Apodaca, Nuevo Leon   June 2010 - July 2010

Skills
Political Philosophy, Psychology, Chess, Finance, Leadership, Political Science, Economics, Politics, Grassroots Organizing, Policy Analysis, Public Policy, Critical Thinking, Data Analysis, International Relations, Community Outreach, Volunteer Management, Nonprofits, Poetry

Education
The George Washington University   2012 — 2015
Finanzas, general, Concentracion en Psicología

American University - Kogod School of Business   2010 — 2012
Bachelor of Science, Business Administration, Finance Major and Psychology Minor

The Mises Academy   2011 — 2011
Diploma, Liberal Philosphy and Austrian Economics

American School Foundation of Monterrey   2008 — 2010
Diploma, Finance, General

Joyce Ann Mann Joyce Ann Mann Greater Atlanta Area Details
Joyce Ann Mann's Quantum Financial Advisors Experience January 2015 - Present
Job VP Southeast Operations at Quantum Financial Advisors
Industry Financial Services
Experience
Quantum Financial Advisors   January 2015 - Present
Joyce Mann Masterpieces   September 2011 - Present
Independent Educator  September 2013 - Present

Skills
Series 7, Series 66, Investments, Insurance, Credit, Public Speaking, 401k, Strategic Financial..., Mutual Funds, Small Business, Sewing, Crafting, Retirement, Finance, Management, Craft, Portfolio Management, Uniform Combined State..., Time Management, Banking, Analysis, Leadership

Education
Clark Atlanta University   1990 — 1992
BA, Business - Finance

Southern Illinois University, Edwardsville   1986 — 1989
M.I.S. - business

Ramy Simpson Ramy Simpson College Park, Maryland Details
Ramy Simpson's Quantum Financial Advisors Experience January 2014 - May 2014
Job Sourcing Analyst, Supply Chain & Procurement at Gate Gourmet
Industry Financial Services
Experience
Gate Gourmet  October 2014 - Present
Gate Gourmet  June 2014 - October 2014
Phi Kappa Tau Fraternity  February 2014 - October 2014
Quantum Financial Advisors   January 2014 - May 2014
Phi Kappa Tau, University of Maryland   September 2012 - May 2014
Violence Intervention Assistance   March 2012 - May 2014
AGV Sports Group, Inc.   June 2013 - August 2013
Freddy's Lobster & Clams   May 2012 - August 2012
Papa Johns Pizza  May 2010 - August 2010
Georgetown University Hospital  August 2009 - November 2009

Skills
Determination to Succeed, Investments, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Portfolio Management, Equity Research, Finance, Equities, Derivatives, Mutual Funds, Banking, Financial Markets, Strategic Financial..., Bloomberg Terminal, Wealth Management

Education
University of Maryland College Park   2010 — 2014
Bachelor of Science (BS), Finance

Michael Pilato Michael Pilato West Palm Beach, Florida Area Details
Michael Pilato's Quantum Financial Advisors Experience July 2000 - Present
Job Owner, Quantum Financial Advisors, Inc.
Industry Financial Services
Experience
Quantum Financial Advisors   July 2000 - Present
Tyco International  2008 - 2013
Michael J. Pilato, CPA, P.A.   October 1998 - November 2007
Outsource International, Inc.   July 1997 - October 1998
Office Depot, Inc.   January 1990 - July 1997
Masotti & Masotti, CPA's   June 1982 - May 1987

Skills
Retirement Planning, Financial Advisory, Pensions, Auditing, Finance, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, GAAP, General Ledger, Cash Flow

Education
Pace University - Lubin School of Business   1983 — 1985
M.B.A., Taxation

Fairfield University   1977 — 1981
B.S., Accounting

Rebecca Ehrlich Rebecca Ehrlich Greater New York City Area Details
Rebecca Ehrlich's Quantum Financial Advisors Experience August 2015 - Present
Job Intern at Quantum Financial Advisors
Industry Financial Services
Experience
Quantum Financial Advisors   August 2015 - Present
Macy's  June 2015 - August 2015
Camp Lokanda  June 2012 - August 2014

Education
University of Maryland College Park   2012 — 2016
Bachelor's degree, Economics, Senior

Sonya Kalmin Sonya Kalmin New York, New York Details
Sonya Kalmin's Quantum Financial Advisors Experience August 2014 - December 2014
Job Corporate & Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi  June 2015 - Present
The Council of Better Business Bureaus   February 2013 - April 2015
Accenture  September 2014 - December 2014
Quantum Financial Advisors   August 2014 - December 2014
Borderfree  July 2014 - August 2014
The House of Commons   June 2014 - July 2014
PSJD – A NALP Initiative   September 2012 - February 2013
Michael Levin's CPA Practice   June 2012 - August 2012

Skills
Intellectual Property, Legal Compliance, Trademark Infringement, Organizational..., Data Analysis, Public Speaking, Time Management, Research, Teamwork, Leadership, Social Media Marketing

Education
The George Washington University   2011 — 2015
Bachelor of Arts (BA), English and Political Science, Magna Cum Laude

The University of Edinburgh   2013 — 2014
English

Midwood High School   2007 — 2011
High School Diploma

Jacob Quiroz Jacob Quiroz Washington, District Of Columbia Details
Jacob Quiroz's Quantum Financial Advisors Experience May 2015 - Present
Job Fourth Year GWU Economics Student Interning at Quantum Financial Advisors
Industry International Affairs
Experience
Louis Vuitton  June 2015 - Present
Quantum Financial Advisors   May 2015 - Present
International Monetary Fund  February 2015 - May 2015
Cyber Capital Partners   2015 - 2015
Sucess Trade, Inc.   February 2014 - September 2014
National Gay and Lesbian Chamber of Commerce   October 2013 - December 2013
George Washington University  August 2012 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Java, Windows, Event Planning, Time Management, Food & Beverage, Mac, Retail

Education
The George Washington University   2012 — 2016
Bachelor of Arts (BA), International Affairs and Economics

Servite High School   2008 — 2012
High School Diploma, General Education

Howard Lodge Howard Lodge Bloomington, Indiana Area Details
Howard Lodge's Quantum Financial Advisors Experience 2013 - Present
Job Alternative Asset Specialist at Quantum Financial Advisors
Industry Financial Services
Experience
Quantum Financial Advisors   2013 - Present
Western & Southern Financial Group  2004 - 2013
ING  2001 - 2003
Lincoln Financial Group  1995 - 2001
Morgan Stanley  1985 - 1994
Citi  1981 - 1984
Bankers Trust  1979 - 1981
Various  1977 - 1979
Ursinus College  1974 - 1977
Franklin & Marshall College  1973 - 1974

Skills
Equities, Finance, Portfolio Management, Risk Management, Securities, Investments, Alternative Investments, Asset Management, Financial Analysis, Investment Strategies, Hedge Funds

Education
Indiana University Bloomington   1966 — 1971
Doctor of Philosophy (Ph.D.), Sensory Psychology, Minor in Mathematics and Physiology

Delaney Roulett Delaney Roulett Washington D.C. Metro Area Details
Delaney Roulett's Quantum Financial Advisors Experience January 2015 - May 2015
Job Commercial Banking Summer Analyst at Capital One
Industry Banking
Experience
Capital One  June 2015 - August 2015
Quantum Financial Advisors   January 2015 - May 2015
U.S. Department of Education, Office of the Chief Financial Officer   September 2014 - December 2014
Wilson Plumbing & Heating, Inc.   May 2014 - August 2014

Skills
Time Management, Financial Analysis, Data Analysis, Marketing, Sales, QuickBooks, Customer Service

Education
The George Washington University - School of Business   2013 — 2017
Bachelor of Business Administration (BBA), Major: Finance & International Business, Minor: Sustainability, Junior

Sciences Po   2015 — 2015
GW Paris Fall Business Study Abroad Program

Archbishop Hoban High School   2009 — 2013
Diploma

Holly Barra Holly Barra New Canaan, Connecticut Details
Holly Barra's Quantum Financial Advisors Experience September 2015 - Present
Job Intern at Quantum Financial Advisors
Industry
Experience
Quantum Financial Advisors   September 2015 - Present
Siemens Healthcare  May 2015 - August 2015
GAF  December 2014 - May 2015
FlexEl  September 2013 - March 2015
YMCA  June 2012 - August 2013
Harbor Watch   September 2011 - June 2012
Albert Einstein College of Medicine  June 2011 - August 2011

Skills
Bloomberg, Project Management, Quantitative Research, Public Speaking, Teamwork, Quality Assurance, Time Management, Data Analysis, Engineering, VBA, Leadership, Social Media, Customer Service, Social Networking, Editing, Event Planning, Photoshop, Matlab, Technical Writing

Education
University of Maryland College Park   2012 — 2017
Bachelor's degree, Chemical and Biomolecular Engineering

New Canaan High School   2008 — 2012

Shihui He Shihui He College Park, Maryland Details
Shihui He's Quantum Financial Advisors Experience June 2015 - Present
Job Equity Research Intern at Quantum Financial Advisors
Industry
Experience
Quantum Financial Advisors   June 2015 - Present
CHINA CITIC BANK  January 2013 - February 2013

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership

Education
University of Maryland College Park   2014 — 2015
Master's degree, Finance, General

University of International Business and Economics   2010 — 2014
Bachelor of Science (BS), Finance, General

Joseph Kek Joseph Kek Washington D.C. Metro Area Details
Joseph Kek's Quantum Financial Advisors Experience June 2006 - August 2006
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture  June 2009 - Present
RCN and Associates, Inc.   July 2008 - June 2009
Cartus  June 2007 - August 2007
Quantum Financial Advisors   June 2006 - August 2006

Skills
PeopleSoft, Data Analysis, Transportation..., Supply Chain Consulting, Inventory System, Information Systems, System Implentation, Business Process..., Leadership, Management, Management Consulting, Program Management, Project Management, Requirements Gathering

Education
University of Maryland College Park   2005 — 2009
Bachelor of Science, Information Systems and Operations Management

DHS   2001 — 2005

Kevin Shao Kevin Shao Ellicott City, Maryland Details
Kevin Shao's Quantum Financial Advisors Experience March 2015 - Present
Job Investment Advisor Representative at Quantum Financial Advisors
Industry Financial Services
Experience
Quantum Financial Advisors   March 2015 - Present
Morgan Stanley  August 2014 - January 2015
Quantum Financial Advisors   2013 - December 2014
Video Semantics   July 2013 - December 2013
Bank of China  June 2012 - August 2012
Circle Square Mortgage   June 2011 - August 2011
Johns Hopkins Hospital  August 2008 - July 2009

Skills
SAS, Stata, R, SPSS, Data Analysis, Quantitative Analytics, Data Mining, Statistics, VBA, SAS programming, Statistical Modeling, Business Analytics, Analytics

Education
University of Maryland College Park   2010 — 2014
Bachelor of Science (BS), Finance / Information Systems

University of Maryland College Park   2010 — 2014
Bachelor of Science (BS), Finance, Information Systems

Centennial High School

Centennial High School

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