Romano Wealth Management
Founded: 1962 Subsidiary: Romano Brothers & Company, Advisory Arm
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Romano Wealth Management Employees
Romano Wealth Management June 2006 - Present
Romano Wealth Management February 2006 - Present
National Financial Alliance 2014 - 2014
Redstone Investments March 2006 - June 2007
Primerica Financial Services October 1987 - February 2006
Skills
RESP, Team Building, IRAs, Securities, Educational Consulting, Loans, Securities License, Fixed Annuities, Retirement Planning, 401k, 529 Plans, Roth IRA, Life Insurance, Retirement, Retirement Savings, Disability Insurance, Strategic Financial..., Wealth Management, Financial Planners, Variable Annuities, 401k Rollovers, Asset Managment, Investments, Long-term Care, Financial Services
Education
Wharton School of Business 2008 — 2008
Advanced Retirement Strategies
Wharton School, University of Pennsylvania 2008 — 2008
Retirement Planning and Investment Management
Romano Wealth Management June 2015 - Present
J.P. Morgan January 2014 - Present
JPMorgan Chase August 2010 - January 2014
JPMorgan Chase August 2008 - August 2010
JPMorgan Chase February 2004 - August 2008
Skills
Series 63, Mutual Funds, Options, Finance, Series 7, Stock Market, Equity Research, Equities, Training, Corporate Finance, Strategic Financial..., Financial Markets, Trading, Banking, Investments, Portfolio Management, Leadership, Financial Risk, Analysis, Credit Risk, Financial Reporting, Securities, Asset Management, Loans, Financial Analysis, Private Banking
Education
Marylhurst University 2010 — 2011
MBA, Finance
DePaul University 2001 — 2003
Bachelors, Finance
Romano Wealth Management September 2014 - Present
Merrill Lynch August 2011 - September 2014
Skills
Tax-advantaged..., Strategic Planning, Wealth Preservation..., Investments, Retirement Planning, Financial Planning, Investment Management
Education
Farmer School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance
Romano Wealth Management November 2014 - Present
Romano Wealth Management December 2013 - Present
The Ayco Company, L.P., a Goldman Sachs Company August 2012 - October 2013
The Ayco Company, L.P., a Goldman Sachs Company September 2009 - July 2012
Skills
Financial Analysis, Strategic Financial..., Corporate Finance, Asset Managment, Financial Risk, Leadership, Microsoft Office, PowerPoint, Wealth Management, Asset Allocation, Retirement Planning, Investments, Series 7, Mutual Funds, Estate Planning, Tax, High Net Worth..., Finance, Portfolio Management, Alternative Investments, Retirement, Options, Financial Planners, Wealth, Life Insurance, Employee Benefits, Cash Flow Forecasting, Fixed Income, SEC filings, Income Tax, Mortgage Lending, Financial Advisory, Investment Advisory, Equities, Financial Services, Bonds, Personal Financial..., Securities, Wealth Management..., Investment Portfolios, Investment Strategies, Asset Management, Financial Modeling, Valuation, Investment Management, Series 63, Financial Planning
Education
DePaul University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
Romano Wealth Management April 1996 - Present
Merrill Lynch April 1987 - April 1996
Skills
Asset Management, Wealth Management, Investments, Equities, Series 7, Securities, Bonds
Education
Illinois State University 1978 — 1982
Communications
University of Illinois at Urbana-Champaign August 2015 - Present
Hoodle, Inc. May 2015 - Present
Romano Wealth Management October 2012 - March 2014
Spring Lake Investment Properties September 2006 - August 2013
Romano Wealth Management March 2008 - October 2012
Romano Wealth Management July 2006 - March 2008
Skills
Entrepreneurship, Strategy, Business Analysis, Market Development, Valuation, Sales, Investments, Alternative Investments, Securities, Investment Strategies, Equities, Wealth Management, Bloomberg, Financial Modeling, Asset Allocation, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2014 — 2016
Master of Business Administration (MBA), Finance & Strategy
Hamilton College 2002 — 2006
B.A, Economics