Ziegler Wealth Management
Address: Grand Central Tower, 2 Grand Central Tower, E 45th St #2200, New York, NY 10017 Hours: Closed ⋅ Opens 8AM Thursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 512-0400: Place name: Website: : : : : Category: : Website: https://www.ziegler.com/locations/new-york-ny/?utm_source=local&utm_medium=organic&utm_campaign=gmb-new-york Category: Investment Bank 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 Ziegler Posting publicly on the Web Write a review Reviews Be the first to review From Ziegler "Community. A simple word, but one that holds great meaning here at Ziegler. From the beginning, we have been in business to generate a positive impact on the communities we serve. Whether we are serving our clients, shareholders, or our associates,...More "Community. A simple word, but one that holds great meaning here at Ziegler. From the beginning, we have been in business to generate a positive impact on the communities we serve. Whether we are serving our clients, shareholders, or our associates, we all come together for the greater good. From financing a hospital, senior living community or school, our work is helping to better the communities we live in. A rich heritage and a shared culture are the foundations of a successful business. At Ziegler, we have both. Our heritage spans over a century with a culture of unwavering commitment to integrity, teamwork and innovation."
Ziegler Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ziegler Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ziegler Wealth Management Employees
Ziegler Wealth Management September 2013 - Present
U.S. Bancorp Investments, Inc. May 2011 - August 2013
JPMorgan Chase March 2009 - May 2011
Wachovia Securities / A.G. Edwards & Sons, Inc. September 2005 - March 2009
American Income Life Insurance June 1998 - September 2001
Koger Video & Animation / Hurricane Media June 1990 - September 1998
Cleo-Madison Asset Research February 1990 - June 1998
Skills
Fixed Annuities, Insurance, Retirement Planning, Investments, Life Insurance, Strategic Financial..., Strategic Planning, Financial Analysis, Mutual Funds, Estate Planning, Risk Management, Sales, Small Business, Portfolio Management, Management, Finance, Business Planning, Wealth Management, Banking, Series 7, Asset Allocation
Education
College of Financial Planning 2005 — 2006
AAMS, Financial Investing - Accredited Asset Management Specialist
Ball State University 1985 — 1990
BS, Telecommunications
United States Navy Medical School for Health Sciences 1987 — 1988
Medical, Health Science
Pendleton Heights High School 1982 — 1985
yes, college prep
BSU - Delta Tau Delta
BSU - Delta Tau Delta
Allstate 2014 - Present
Kimberly-Clark June 2014 - August 2014
Robert W. Baird & Co. January 2013 - January 2013
Ziegler Wealth Management May 2012 - August 2012
Ozaukee Country Club June 2007 - August 2012
Skills
Microsoft Office, Teamwork, Time Management, Finance, Capital Markets, Financial Statement..., Business Valuation, International Business, Financial Analysis, Mandarin
Education
University of Wisconsin-Madison - School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Investment & Banking
Tsinghua University 2013 — 2013
School of Economics & Management
Nicolet High School 2007 — 2011
Grades 9-12
H. Beck, Inc. March 2015 - Present
Wells Fargo Fund Distributors,LLC November 2014 - March 2015
Ziegler Wealth Management July 2013 - August 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
U.S. Bancorp Investments, Inc. November 2011 - August 2012
BMO Financial Group/AMCORE Investment Services September 2004 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Management, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Banking, Risk Management, Investments, Operations Management, Call Centers, Time Management, Financial Services, FINRA, Series 24, Series 7, Series 66, Series 53
Education
Southern Illinois University, Carbondale
Bachelor's degree, Finance, General
Ziegler Wealth Management August 2010 - Present
Wilow Creeek Church 1998 - 2011
Rotary International 2009 - 2010
Edward Jones January 2006 - September 2009
The Golf Connection March 1984 - November 2004
Skills
Retirement Planning, Wealth Management, 401k Rollovers
Education
DePaul University 1974 — 1978
B. A., Economics
Notre Dame H. S.
Metal-Matic, Inc April 2008 - June 2012
Ziegler Wealth Management 2003 - 2008
Skills
QuickBooks, Illustrator, Tax Preparation, SQL, Bookkeeping, Customer Service
Education
University of Minnesota-Twin Cities
Global Studies
L M Whitney & Associates July 2006 - Present
Ziegler Wealth Management 2005 - 2006
American Express Financial Advisors 2004 - 2005
Gentiae Clinical Research 2000 - 2004
Whitney Roberts Travel of San Francisco 1996 - 2000
Western College of Travel 1994 - 1996
Imported Creations 1969 - 1994
Department of State & Defense 1967 - 1969
Peace Corps 1964 - 1966
Skills
Small Business, Leadership, Strategic Planning, Cultural Sensitivity, Cosmopolitan, Insurance, Negotiation, Finance, Project Management, Process Improvement, Public Speaking, Innovation, Budgets, Financial Analysis, Investments, Creative, Innovative Thinker, Patient
Education
University of Chile 1970 — 1971
post grad, Political Science and International Relations
Drury University
B.A., Sociology, Psychology
Duke University
Psychology
Minnetonka High School
Ziegler Wealth Management October 2014 - Present
Ziegler Wealth Management September 2009 - October 2014
Skills
Wealth Management, Banking, Insurance, Financial Services, Retirement Planning, Customer Service, Risk Management, Brokers, Microsoft Office, Microsoft Excel, 401k, Retirement, Business Analysis, Employee Training, Supervision
Education
Lake Forest College 2003 — 2007
Bachelor's degree, Business
Ziegler Wealth Management May 1994 - Present
Skills
Financial Planning, IRA Rollovers, Retirement Income..., Comprehensive Wealth..., Asset Allocation..., Insurance Planning, Risk Management, Portfolio Management, Estate Planning, College Education..., 401(k) to IRA rollover, 403(b) to IRA rollover, Investments, Stocks, Managed Money, Tax-Exempt Bonds, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Series 7, Series 24, Series 53, Florida Life, Health &..., Investment Advisor...
Education
Bradley University 1989 — 1993
Bachelor of Arts, International Relations, Minors in Economics & French
Transamerica July 2012 - Present
Ziegler Wealth Management July 2011 - July 2012
Advisors Asset Management, Inc. February 2007 - June 2011
Transamerica June 2006 - February 2007
Ziegler May 2005 - June 2006
Curian Capital July 2004 - May 2005
Atlas Securities March 2000 - July 2004
Janus Capital Group 1996 - 2000
MetLife May 1995 - May 1996
United States Navy June 1990 - June 1994
Skills
Investments, Wealth Management, Business Development, Alternative Investments, Financial Services, Relationship Management, Securities, Leadership, Fixed Income, Management, Sales Management, Product Development, Sales, Strategy, Financial Advisory, New Business Development, Coaching, Customer Service, Strategic Planning, Business Strategy, Mutual Funds, Series 7, Series 63, Finance
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), Strategic Management
Regis University 2007 — 2009
BS, Finance
Denver Private Wealth Management 2014 - Present
Gill Capital Partners January 2013 - May 2014
Morgan Stanley Wealth Management September 2010 - January 2013
Ziegler Wealth Management March 2007 - September 2010
Skills
Alternative Investments, Investments, Series 7, Wealth Management, Investment Strategies, Investment Management, Financial Analysis, Portfolio Management, Series 63, Asset Allocation, Chartered Financial..., Asset Management, Fixed Income, Mutual Funds, Equities, Security Analysis, Due Diligence, Hedge Funds, Securities, Investment Advisory, Equity Research, Bloomberg, Equity Valuation, Securities Analysis, Bloomberg Terminal, ETFs, Capital Markets
Education
CFA Institute
CFA
University of Colorado at Boulder
BA Economics and English
Cherry Creek High School
Ziegler Wealth Management 1982 - Present
Ziegler Wealth Management 1982 - 2011
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Securities, 401k, Fixed Annuities, Risk Management, Asset Allocation, Alternative Investments, Fixed Income
Education
Marquette University 1986 — 1988
Masters, Business Administration
University of Wisconsin-Milwaukee 1977 — 1981
Bachelors, Economics
Menomonee Falls North High School 1974 — 1977
Diploma
Ziegler Wealth Management January 2008 - Present
Robert W. Baird January 2000 - January 2008
Skills
Series 7, 401k Rollovers, Retirement Planning, Mutual Funds, Alternative Investments, Wealth Management, Financial Advisory, Bonds, Fixed Annuities, Securities, Investments, Strategic Financial..., Asset Managment, Hedge Funds
Education
Marquette University
Engineering
University of Wisconsin-Milwaukee
BBA, Investment Finance
Ziegler Wealth Management December 1999 - Present
Sterling Financial Services August 1987 - December 1999
Ribich Realty Co. Inc. December 1974 - November 1990
Education
College for Financial Planning 1987 — 1990
CFP Profssional Educaion Program, Financial Planning
University of Wisconsin-Madison 1971 — 1973
Bachelor of Engineering (B.E.), Construction Management
University of Wisconsin-Madison 1969 — 1972
Bachelor's degree, Zoology/Animal Biology
Ziegler Wealth Management January 2015 - Present
Bank Mutual March 2013 - December 2014
Kohl's Department Stores January 2011 - February 2012
M&I Marketing Communications Group January 2002 - May 2005
M&I Bank, Milwaukee January 1992 - January 1998
Skills
Customer Service, Social Media, Data Entry, Marketing, Critical Thinking
Education
Alverno College 1998 — 2001
Bachelor's degree, Professional Communications/Minors English and Creative Arts
University of Wisconsin Parkside 1997 — 1998
Wells Fargo Advisors, LLC March 2014 - Present
Ziegler Wealth Management April 2013 - March 2014
Ameriprise Financial Services, Inc. April 2012 - March 2013
Morgan Stanley April 2010 - April 2012
H&R Block Financial Advisors 1993 - 2010
Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Leadership Program
Ziegler Wealth Management September 2004 - Present
Merrill Lynch May 2001 - August 2004
Scudder Investments 2000 - 2001
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Income Protection, Fixed Income Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Investments
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (B.S.), Finance
Hononegah High School 1992 — 1996
Hennepin County March 2012 - Present
Herbert J. Sims & Co. December 2011 - March 2012
Culligan Water Conditioning August 2011 - December 2011
Riverside Pub May 2010 - October 2011
Employment Resource Center Inc August 2011 - August 2011
Target Corporate July 2011 - August 2011
Ziegler Wealth Management May 2005 - June 2009
Mille Lacs Energy February 2001 - August 2004
Skills
Excel, Customer Service, PowerPoint, Word, Administrative..., Microsoft Excel, Management, Microsoft Word, Sales, Team Building
Education
North Hennepin Community College 2006 — 2010
BAS, Finance & Business Management
Central Lakes College 2002 — 2004
Associate of Arts, General Studies
Ziegler Wealth Management June 2014 - Present
Great Lakes Higher Education June 2012 - April 2013
Great Lakes Higher Education June 2008 - June 2012
Community Living Alliance April 2007 - April 2008
Skills
Microsoft Excel, Oracle Applications, Great Plains Software, Oral Communication, Written Communication, Organization
Education
Lakeland College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
UW-Oshkosh 2003 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
UW-Baraboo 2001 — 2002
Associate of Arts and Sciences (A.A.S.)