Affinity Wealth Management, Inc.
Address: 2961 Centerville Rd Suite 310, Wilmington, DE 19808 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (302) 652-6767Category: : Place name: : : : : Website: : Website: http://www.affinitywealth.com/ Category: Financial Planner 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 Affinity Wealth Management LLC Posting publicly on the Web Write a review Reviews Be the first to review
Affinity Wealth Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Affinity Wealth Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Affinity Wealth Management, Inc. Employees
Affinity Wealth Management, Inc. Equity Investment ConsultantAffinity Wealth Management, Inc.November 2014 - Present
United Alpha May 2003 - December 2004
Gartmore Investments June 2002 - May 2003
State Street Global Advisors April 1997 - June 2002
Putnam Investments January 1994 - April 1997
Wellington Management September 1990 - January 1993
Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Asset Management, Investments, Alternative Investments, Bloomberg, Asset Allocation, Equity Research, Valuation, Financial Modeling, Investment Strategies, Derivatives, Mutual Funds
Education
Boston University - School of Management 1990 — 1993
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
BS, Finance
InvestEdge, Inc. December 2013 - Present
SAP January 2013 - December 2013
Affinity Wealth Management, Inc. March 2011 - December 2012
J.P Morgan Private Bank October 2010 - March 2011
Wilmington Trust October 2007 - October 2010
Skills
Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Financial Markets, Relationship Management, Financial Services, Securities, Trading, Bloomberg, Investment Strategies, Investment Management, Estate Planning, Finance, Series 7, Application Lifecycle..., ALM, Strategic Financial..., Vendor Management, Project Management, Fixed Income, Series 63, Financial Analysis, Retirement Planning, Retirement Plan..., Qualified Retirement..., Manage Client..., Project Delivery, Information Technology, Organized with Strong..., Information Systems, Project Planning, Investment Compliance, Information Technology..., Client Confidentiality, Vendor Relationships, Financial Risk, Risk Analysis, Financial Planning, Microsoft Excel, PowerPoint, MS Project, SQL, Software Project...
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance / MIS
Vanguard June 2014 - Present
Affinity Wealth Management, Inc. February 2013 - August 2013
Dairy Queen February 2008 - September 2011
Skills
Microsoft Excel, Morningstar, Microsoft Word, Microsoft Office, Strategic Financial..., Financial Planning, Advisor CRM, Series 7, Series 63
Education
Temple University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Delaware County Community College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
Affinity Wealth Management, Inc. May 2003 - Present
Affinity Wealth Management, Inc April 2003 - Present
Skills
Strategic Planning, Investment Advisory, Securities, Financial Planning, Portfolio Management, Equities, Investment Management, Finance, Mutual Funds, FINRA, Wealth Management, Investments, Series 7, Asset Management, Management
Education
University of Delaware - Lerner College of Business and Economics
Affinity Wealth Management, Inc. September 2013 - Present
Affinity Wealth Management, Inc. May 2013 - Present
JPMorgan Private Bank July 2009 - August 2013
JPMorgan Private Bank June 2008 - July 2009
Education
University of Delaware 2010 — 2011
Certificate, Financial Planning
Delaware State University 2007 — 2008
Master of Business Administration (MBA), Finance, General
Delaware State University 2004 — 2007
Bachelor of Science, Management; Finance
Kalejta Financial Management December 2013 - Present
New York Life Insurance Company September 2012 - January 2013
Affinity Wealth Management, Inc. 2013 - 2013
Acting For Young People and Adults 2008 - 2012
Giant Food January 2005 - January 2006
Skills
Insurance, Microsoft Word, Microsoft Excel, Marketing, Teamwork, Financial Services, Public Speaking, Retirement Planning, Series 7, Series 63, PowerPoint, Morningstar Office, Value Line, Schwab Alliance...
Education
Haub School of Business 2008 — 2012
Finance; Financial Planning
St. Joseph's University 2008 — 2012
Bachelor of Science (BS), Finance
Affinity Wealth Management, Inc. June 2015 - Present
University of Delaware Blue Hen Investment Club September 2014 - Present
J.P. Morgan April 2015 - May 2015
W. L. Gore & Associates June 2014 - August 2014
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Bachelor of Science (BS), Finance
Sheaff Brock Investment Advisors July 2012 - Present
Affinity Wealth Management, Inc. May 2011 - April 2012
Raymond James & Associates, Inc. April 2010 - February 2011
Ameriprise Financial November 2008 - November 2009
Charles Schwab & Co., Inc. March 1987 - December 2006
Skills
Wealth Management, Strategic Financial..., Investments, Management, Mutual Funds, Securities, Financial Services, Business Development, Leadership, Banking, Financial Advisory
Education
Temple University 1981 — 1984
BA Management, Business Administration
West Chester University of Pennsylvania 1978 — 1981
Business Administration
Vanguard 2014 - Present
Independent Consultant 2011 - 2014
Callahan Company 2003 - 2011
IFMG Securities/IFS Agencies at Sovereign Bank 2002 - 2003
Affinity Wealth Management, Inc. 1998 - 2002
HCI 1990 - 1998
Velobind/GBC 1988 - 1990
Oce Business Systems 1986 - 1988
Skills
Account Management, Sales Process, Financial Services, Business Development, Qualifying Prospects, Strategic Alliances, Marketing, Financial Analysis, Sourcing, Software Documentation, Direct Sales, Recruiting, Product Marketing, Wealth Management, Relationship Management, Mutual Funds, Business Relationship..., Cross Selling, Selling, Analytics, Leadership, New Business Development, Strategic Planning, Management, Sales, Product Development, CRM, B2B, Training, Portfolio Management, Small Business, Business Strategy, Strategy
Education
Penn State University
BS in Finance, Concentration in Financial Management, Accounting, Business Law, Marketing, Speech Communications
Affinity Wealth Management, Inc. November 2007 - Present
JPMorgan Chase May 2002 - September 2007
PFPC January 2001 - May 2002
Education
University of Delaware 1992 — 1996
Bachelors of Science, BA concentration Finance