Strategic Wealth Management, LLC
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Strategic Wealth Management, LLC Employees
Deloitte August 2013 - Present
Deloitte & Touche January 2012 - August 2013
Strategic Wealth Management, LLC January 2009 - December 2010
FedEx Services June 2010 - August 2010
Skills
Internal Controls, Financial Reporting, Project Management, Internal Audit, Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Sarbanes-Oxley, Enterprise Risk..., SEC filings, SEC Filings, IT Audit, Microsoft Excel, External Audit, Financial Modeling, Data Analysis
Education
University of Notre Dame 2011 — 2011
Master of Science (M.S.), Accountancy
Louisiana State University 2007 — 2010
Bachelor of Science (B.S.), Finance, General, Cum Laude
Hiscox March 2015 - Present
Hiscox October 2013 - March 2015
Hiscox April 2013 - October 2013
Hiscox August 2011 - March 2013
Hiscox September 2010 - July 2011
Hiscox March 2009 - August 2010
Schultze Asset Management May 2008 - August 2008
Strategic Wealth Management, LLC May 2007 - August 2007
Skills
Process Improvement, Change Management, Operations Management, Performance Analysis, Business Analysis, Property & Casualty..., Commercial Insurance, General Insurance, Insurance, Requirements Gathering, Management, Service Delivery, Risk Management, Brokers, Professional Liability, Reinsurance
Education
University of Maryland College Park
BA
The George Washington University
Strategic Wealth Management, LLC April 2009 - Present
Strategic Wealth Management, LLC April 2009 - Present
United Planners Financial Services of America, a Limited Partnership April 2009 - Present
MetLife Financial Services March 2002 - March 2007
Allmerica Investments, Inc., Allmerica Financial May 1985 - March 2002
Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Wealth, Retirement, Pensions, Investment Advisory, Investment Management, Financial Planning, Wealth Management, Insurance, Estate Planning, Mutual Funds, Securities, Financial Services, Financial Advisory, Series 7, Personal Financial..., Life Insurance
Education
Portland State University 1979 — 1984
The American College
Chartered Financial Consultant, Financial Planning and Services
LPL Financial 2012 - Present
Strategic Wealth Management, LLC December 1999 - Present
MetLife Financial Services March 2002 - August 2005
Phoenix Life Insurance Company March 1997 - December 1999
Phoenix Life Insurance Company March 1994 - March 1997
Transamerica Reinsurance March 1992 - March 1994
Education
Cameron University 1982 — 1984
Accounting
University of Central Oklahoma 1981 — 1982
Accounting
Waterworth Wealth Advisors, LLC May 2011 - Present
Strategic Wealth Management, LLC September 2008 - April 2011
Fidelity Investments 2006 - 2008
Marsh Private Client Services 2002 - 2005
John Hancock 2000 - 2002
Education
University of Nebraska at Omaha 1980 — 1984
BSBA, Economics, Real Estate Investment
The Turner Group 2015 - Present
Castle Commercial Capital, LLC January 2007 - March 2015
Direct Lending October 2005 - January 2007
Strategic Wealth Management, LLC October 2001 - January 2006
Ameriprise Financial Services, Inc. April 1995 - October 2001
Skills
Finance, Management, Sales, Loans, Investments, Credit, Mortgage Lending, Commercial Real Estate, Refinance, Team Building, Insurance, Leadership
Education
Kettering University 1985 — 1987
Redford high 1981 — 1985
High School
RBC Capital Markets August 2014 - Present
Pershing July 2011 - August 2014
BNY Mellon Pershing LLC July 2010 - July 2011
Freelance June 2005 - July 2011
Center for Appellate Litigation September 2008 - August 2009
Strategic Wealth Management, LLC December 2007 - May 2008
Digital Force Inc February 2007 - June 2007
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Sales Management, Customer Retention, Entrepreneurship, Inventory Management, Analysis, Strategy, Leadership, Mergers & Acquisitions, Accounting, Finance, Strategic Financial...
Education
Macaulay Honors College at The City University of New York 2006 — 2010
B.B.A., Finance
Postlethwaite & Netterville February 2013 - Present
Postlethwaite & Netterville June 2012 - February 2013
The Olivier Group, LLC May 2009 - June 2012
Strategic Wealth Management, LLC September 2007 - May 2009
Louisiana Office of State Parks June 2005 - September 2007
Education
Louisiana State University and Agricultural and Mechanical College 2005 — 2009
BS, Finance
St. Joseph's Academy 2001 — 2005
Strategic Wealth Management, LLC July 2006 - Present
UBS 2001 - 2006
Prudential Financial 1993 - 2001
Skills
Strategic Financial..., Financial Planning, Wealth Management, Investments, Mutual Funds, Series 63, Investment Advisory, Financial Advisory, Equities, Alternative Investments, Retirement Planning, Securities
Education
Manhattanville College 1985 — 1992
BA MA, Econonics/ Political Science
Manhattanville College 1985 — 1992
Bachelor of Arts (B.A.), Economics and Political Science