Wealth Management LLC
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Wealth Management LLC Employees
Employee
Years
Job
Industry
Simone Fevola, CRA Simone Fevola, CRA's Wealth Management LLC Experience September 2002 - October 2008
Job Grants Director, Higher Education
Industry Higher Education
Experience
Mid-State Technical College September 2014 - Present
Daedalus Solutions LLC November 2008 - Present
University of Wisconsin, Office of Grants and Faculty Development March 2011 - August 2014
Wealth Management LLC September 2002 - October 2008
Bank Hapoalim (New York) 1998 - 2002
Brookside Capital (San Francisco) 1997 - 1997
Charles Schwab Investment Management 1996 - 1996
Merrill Lynch Asset Management 1984 - 1996
Skills
Leadership, Financial Analysis, Strategic Planning, Public Speaking, Higher Education, Grant Writing, Strategic Financial..., Fundraising, Fixed Income, Investments, Analysis, Asset Management, Microsoft Office, Nonprofits, Budgets, Customer Service, Microsoft Excel, Insurance, PowerPoint, Accounting, Outlook, Financial Modeling, Research, Coaching, Alternative Investments, Grants, Business Strategy, Financial Reporting, Grant Administration, Organizational..., Literary Criticism, Capital Markets, Budget Process, Managerial Finance, Fixed Income Analysis, Client Development, Business Process..., Financial Planning, Asset Managment, Budgeting, Writing, Excel, Word, Certified Grant Writer, Program Development, Project Planning
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
Bachelor's Degree, Finance
Capella University
Master's Degree, Higher Education Leadership
University of Wisconsin-Oshkosh 2009 — 2012
Graduate Program, English
Mid-State Technical College September 2014 - Present
Daedalus Solutions LLC November 2008 - Present
University of Wisconsin, Office of Grants and Faculty Development March 2011 - August 2014
Wealth Management LLC September 2002 - October 2008
Bank Hapoalim (New York) 1998 - 2002
Brookside Capital (San Francisco) 1997 - 1997
Charles Schwab Investment Management 1996 - 1996
Merrill Lynch Asset Management 1984 - 1996
Skills
Leadership, Financial Analysis, Strategic Planning, Public Speaking, Higher Education, Grant Writing, Strategic Financial..., Fundraising, Fixed Income, Investments, Analysis, Asset Management, Microsoft Office, Nonprofits, Budgets, Customer Service, Microsoft Excel, Insurance, PowerPoint, Accounting, Outlook, Financial Modeling, Research, Coaching, Alternative Investments, Grants, Business Strategy, Financial Reporting, Grant Administration, Organizational..., Literary Criticism, Capital Markets, Budget Process, Managerial Finance, Fixed Income Analysis, Client Development, Business Process..., Financial Planning, Asset Managment, Budgeting, Writing, Excel, Word, Certified Grant Writer, Program Development, Project Planning
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
Bachelor's Degree, Finance
Capella University
Master's Degree, Higher Education Leadership
University of Wisconsin-Oshkosh 2009 — 2012
Graduate Program, English
Nancy Brozek, CPA/PFS Nancy Brozek, CPA/PFS's Wealth Management LLC Experience 2009 - Present
Job Partner, Christensen Brozek Faltys PC
Industry Accounting
Experience
Retirement Plan Consultants LLC 2009 - Present
Wealth Management LLC 2009 - Present
Christensen Brozek Faltys PC 1986 - Present
Skills
Tax, Strategic Financial..., Estate Planning, Small Business, Investments, Due Diligence, Income Tax, Financial Planners, Retirement Planning, Auditing, CPA, Financial Reporting
Education
University of Nebraska-Lincoln
Bachelors, Accounting
Retirement Plan Consultants LLC 2009 - Present
Wealth Management LLC 2009 - Present
Christensen Brozek Faltys PC 1986 - Present
Skills
Tax, Strategic Financial..., Estate Planning, Small Business, Investments, Due Diligence, Income Tax, Financial Planners, Retirement Planning, Auditing, CPA, Financial Reporting
Education
University of Nebraska-Lincoln
Bachelors, Accounting
Damon Zahlmann Damon Zahlmann's Wealth Management LLC Experience August 2013 - October 2014
Job CoFounder, Summit Wealth Advisors, LLC
Industry Financial Services
Experience
Summit Wealth Advisors, LLC October 2014 - Present
Wealth Management, LLC August 2013 - October 2014
Zahlmann Financial April 2006 - August 2013
RG Capital 2006 - 2009
Lincoln Financial Group 2002 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, FINRA, Retirement Planning, Retirement, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Series 65, Uniform Combined State..., Fixed Annuities, Investments, Strategic Financial..., Separately Managed..., Asset Allocation, 401k, Alternative Investments, IRAs, Securities, Wealth Accumulation, Financial Services, Financial Planners, Portfolio Management, Insurance, Investment Management, Finance, Estate Planning, Financial Advisory, Variable Annuities, Personal Finance, Series 24, ETFs, Wealth Management..., Wealth, High Net Worth..., 401k Rollovers, Roth IRA, College Savings Plans, Investment Strategies, Retirement Plan..., Life Insurance, Long Term Care Insurance, Asset Management, Personal Financial..., Financial Planning
Education
American University 2007 — 2007
Criminal Justice
Arizona State University 1994 — 1998
BS, Political Science, Criminal Justice
Pearl River High School 1990 — 1994
Summit Wealth Advisors, LLC October 2014 - Present
Wealth Management, LLC August 2013 - October 2014
Zahlmann Financial April 2006 - August 2013
RG Capital 2006 - 2009
Lincoln Financial Group 2002 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, FINRA, Retirement Planning, Retirement, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Series 65, Uniform Combined State..., Fixed Annuities, Investments, Strategic Financial..., Separately Managed..., Asset Allocation, 401k, Alternative Investments, IRAs, Securities, Wealth Accumulation, Financial Services, Financial Planners, Portfolio Management, Insurance, Investment Management, Finance, Estate Planning, Financial Advisory, Variable Annuities, Personal Finance, Series 24, ETFs, Wealth Management..., Wealth, High Net Worth..., 401k Rollovers, Roth IRA, College Savings Plans, Investment Strategies, Retirement Plan..., Life Insurance, Long Term Care Insurance, Asset Management, Personal Financial..., Financial Planning
Education
American University 2007 — 2007
Criminal Justice
Arizona State University 1994 — 1998
BS, Political Science, Criminal Justice
Pearl River High School 1990 — 1994
David Giunta David Giunta's Wealth Management LLC Experience 2001 - 2008
Job President
Industry Financial Services
Experience
BlackPlum, LLC May 2012 - Present
ROK Capital LLC 2011 - 2012
Wealth Management, LLC 2001 - 2008
Arthur Andersen & Co. September 1990 - September 1994
Skills
Investments, Financial Analysis, Insurance, Risk Management, Real Estate Investments, Finance, Tax, Investment Advisory, Investment Properties, Securities, Asset Management
Education
Ohio University 1986 — 1990
Bachelor of Arts (BA), Accounting and Pre-Law
BlackPlum, LLC May 2012 - Present
ROK Capital LLC 2011 - 2012
Wealth Management, LLC 2001 - 2008
Arthur Andersen & Co. September 1990 - September 1994
Skills
Investments, Financial Analysis, Insurance, Risk Management, Real Estate Investments, Finance, Tax, Investment Advisory, Investment Properties, Securities, Asset Management
Education
Ohio University 1986 — 1990
Bachelor of Arts (BA), Accounting and Pre-Law
Jared Faltys, CPA/PFS/QPFC Jared Faltys, CPA/PFS/QPFC's Wealth Management LLC Experience 1997 - Present
Job Partner of Retirement Plan Consultants LLC and CBF PC
Industry Investment Management
Experience
Retirement Plan Consultants, LLC 1997 - Present
Wealth Management, LLC 1997 - Present
Christensen Brozek Faltys PC 1994 - Present
Education
Nebraska Wesleyan University
Bachelor of Science, Accounting & Economics
Schuyler
Retirement Plan Consultants, LLC 1997 - Present
Wealth Management, LLC 1997 - Present
Christensen Brozek Faltys PC 1994 - Present
Education
Nebraska Wesleyan University
Bachelor of Science, Accounting & Economics
Schuyler
Corey D Breneman, CPA/PFS Corey D Breneman, CPA/PFS's Wealth Management LLC Experience 2005 - Present
Job CPA and Personal Financial Specialist helping people make smart decisions about their money.
Industry Financial Services
Experience
Wealth Management, LLC 2005 - Present
Breneman & Company, PC 1995 - Present
Mutual Fund Publishing Company 1995 - Present
Deloitte & Touche 1992 - 1996
Skills
Wealth Management, Financial Planners, Income Tax, Accounting, Personal Financial..., Investment Advisory, Mutual Funds, Tax Preparation, Financial Statements, Business Tax Planning, Business Planning, Corporate Tax, Tax Advisory, Retirement Planning, Financial Accounting, Wealth Accumulation, Investment Management, Retirement Plan..., Qualified Retirement..., Retirement Savings, 401k Rollovers, 401k, Simple IRA, SEP IRA, Financial Reporting, Accounting for Small..., Compilation Of..., Corporate Financial..., Personal Income Tax..., Small Business Tax, TPA
Education
Evangel University 1988 — 1992
BBA, Accounting
Wealth Management, LLC 2005 - Present
Breneman & Company, PC 1995 - Present
Mutual Fund Publishing Company 1995 - Present
Deloitte & Touche 1992 - 1996
Skills
Wealth Management, Financial Planners, Income Tax, Accounting, Personal Financial..., Investment Advisory, Mutual Funds, Tax Preparation, Financial Statements, Business Tax Planning, Business Planning, Corporate Tax, Tax Advisory, Retirement Planning, Financial Accounting, Wealth Accumulation, Investment Management, Retirement Plan..., Qualified Retirement..., Retirement Savings, 401k Rollovers, 401k, Simple IRA, SEP IRA, Financial Reporting, Accounting for Small..., Compilation Of..., Corporate Financial..., Personal Income Tax..., Small Business Tax, TPA
Education
Evangel University 1988 — 1992
BBA, Accounting
Natalie Li's Wealth Management LLC Experience May 2014 - August 2014
Job Senior at New York University
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
New York University September 2014 - May 2015
Wealth Management LLC May 2014 - August 2014
New York University February 2014 - May 2014
Hang Seng Bank July 2013 - August 2013
Hollister Co. 2011 - 2013
Skills
Data Analysis, Financial Statement..., Microsoft Office, Sales, Microsoft Word, Research, Facebook, Microsoft Excel, Leadership, Social Networking, Event Planning, Photoshop, Public Speaking, Economics, Financial Analysis, Marketing
Education
New York University 2012 — 2016
Bachelor of Arts (B.A.), Honors Economics
NYU Florence 2014 — 2014
Semester Abroad
Gibbs High School 2008 — 2012
UBS Investment Bank June 2015 - August 2015
New York University September 2014 - May 2015
Wealth Management LLC May 2014 - August 2014
New York University February 2014 - May 2014
Hang Seng Bank July 2013 - August 2013
Hollister Co. 2011 - 2013
Skills
Data Analysis, Financial Statement..., Microsoft Office, Sales, Microsoft Word, Research, Facebook, Microsoft Excel, Leadership, Social Networking, Event Planning, Photoshop, Public Speaking, Economics, Financial Analysis, Marketing
Education
New York University 2012 — 2016
Bachelor of Arts (B.A.), Honors Economics
NYU Florence 2014 — 2014
Semester Abroad
Gibbs High School 2008 — 2012
Chad Morley Chad Morley's Wealth Management LLC Experience June 2003 - April 2009
Job Manager Corporate Treasury at The Manitowoc Company
Industry Accounting
Experience
The Manitowoc Company April 2015 - Present
The Manitowoc Company April 2014 - April 2015
The Manitowoc Company March 2012 - April 2014
The Manitowoc Company March 2011 - March 2012
Manitowoc Ice January 2011 - March 2011
Wealth Management LLC June 2003 - April 2009
Skills
Financial Analysis, Forecasting, Microsoft Excel, Financial Reporting, Process Improvement, Analysis, Budgets, SAP, Team Building, Portfolio Management, Derivative Trading, Finance, Sarbanes-Oxley Act, Treasury Management, Risk Management, Accounting, Investments, Financial Modeling, Due Diligence, US GAAP, Financial Accounting, Corporate Finance
Education
University of Phoenix 2009 — 2011
MSA, Accountancy
University of Wisconsin-Whitewater 1998 — 2002
BBA, Finance with a Financial Planning Emphasis
The Manitowoc Company April 2015 - Present
The Manitowoc Company April 2014 - April 2015
The Manitowoc Company March 2012 - April 2014
The Manitowoc Company March 2011 - March 2012
Manitowoc Ice January 2011 - March 2011
Wealth Management LLC June 2003 - April 2009
Skills
Financial Analysis, Forecasting, Microsoft Excel, Financial Reporting, Process Improvement, Analysis, Budgets, SAP, Team Building, Portfolio Management, Derivative Trading, Finance, Sarbanes-Oxley Act, Treasury Management, Risk Management, Accounting, Investments, Financial Modeling, Due Diligence, US GAAP, Financial Accounting, Corporate Finance
Education
University of Phoenix 2009 — 2011
MSA, Accountancy
University of Wisconsin-Whitewater 1998 — 2002
BBA, Finance with a Financial Planning Emphasis
Louis Chabrier's Wealth Management LLC Experience December 2008 - Present
Job Investments
Industry Investment Management
Experience
Wealth Management, LLC December 2008 - Present
Skills
Microsoft Office, Management Consulting, Accounting
Education
Emerson College 1984 — 1988
Wealth Management, LLC December 2008 - Present
Skills
Microsoft Office, Management Consulting, Accounting
Education
Emerson College 1984 — 1988
Tony Jebavy's Wealth Management LLC Experience 2005 - 2006
Job 401(k) Compliance Specialist at Associated Bank
Industry Financial Services
Experience
Associated Bank October 2008 - Present
Benefit Administration, Inc. 2006 - 2008
Wealth Management LLC 2005 - 2006
Education
Marquette University 1990 — 1994
Bachelor of Science, Math
Associated Bank October 2008 - Present
Benefit Administration, Inc. 2006 - 2008
Wealth Management LLC 2005 - 2006
Education
Marquette University 1990 — 1994
Bachelor of Science, Math
Karen Martinson's Wealth Management LLC Experience May 1996 - May 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
J. J. Keller & Associates, Inc. May 2000 - March 2009
Banta May 1998 - April 2000
Wealth Management LLC May 1996 - May 1998
Mitsibushi Motor Manufacturing of America, Inc. October 1994 - September 1995
Bantz, Gosch, Cremer, Peterson & Oliver July 1991 - November 1992
Education
Minnesota State University, Moorhead 1987 — 1991
B.S., Legal Assistant
J. J. Keller & Associates, Inc. May 2000 - March 2009
Banta May 1998 - April 2000
Wealth Management LLC May 1996 - May 1998
Mitsibushi Motor Manufacturing of America, Inc. October 1994 - September 1995
Bantz, Gosch, Cremer, Peterson & Oliver July 1991 - November 1992
Education
Minnesota State University, Moorhead 1987 — 1991
B.S., Legal Assistant