Altium Wealth Management, LLC
Address: 2500 Westchester Ave #210, Purchase, NY 10577 Phone: (877) 780-0074: : : Hours: : : Website: : Category: Place name: Website: https://www.altiumwealth.com/ Category: Financial consultant 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. · Own this business?Add missing informationAdd business hours 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 Altium Wealth Management, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Altium Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Altium Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Altium Wealth Management, LLC Salaries. You can even request information on how much does Altium Wealth Management, LLC pay if you want to. Learn about salaries, pros and cons of working for Altium Wealth Management, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
15 Altium Wealth Management, LLC employees in database. Find out everything there's to know about Altium Wealth Management, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Altium Wealth Management, LLC Employees
Altium Wealth Management, LLC March 2015 - Present
Charter Oak Financial Group June 2009 - Present
Skills
Sales, Management, Social Media, Microsoft Excel, Social Media Marketing, Event Planning, Marketing, Investments, Finance, Financial Analysis
Education
Marist College 2002 — 2008
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Altium Wealth Management, LLC October 2010 - Present
Opus Advisory Group February 2006 - September 2010
Strategies for Wealth May 1992 - February 2006
Education
University of Maryland - Robert H. Smith School of Business 1986 — 1990
Stepinac High School
White Plains High School
Altium Wealth Management, LLC February 2014 - Present
Opus Advisory Group 2010 - January 2014
Collins Stewart October 2008 - April 2010
Rodman and Renshaw 2007 - 2008
Rochdale Investment Management 2004 - 2006
Prudential Securities 2000 - 2004
Skills
Wealth Management, Portfolio Management, Risk Management, Hedge Funds, Estate Planning, Retirement
Education
Fairfield University 1996 — 2000
BS, Finance, Accounting, Economics
Archbishop Stepinac HS 1993 — 1996
Edgehill Endowment Partners April 2014 - Present
HealthFleet, Inc. October 2012 - October 2013
Altium Wealth Management, LLC October 2010 - July 2011
Opus Advisory Group and Cambium Group December 2002 - September 2010
Greenwich Technology Partners September 1998 - September 2002
Skills
Vendor Management, Strategic Planning, Strategy, Management, Customer Service, Marketing Strategy, Business Development, CRM, Entrepreneurship, Program Management, Salesforce.com, Wealth Management, Integration, Investments, Telecommunications, Marketing, Training, Networking, Operations Management, Human Resources, Start-ups, Consulting, Enterprise Software, Management Consulting, Executive Management, Contract Negotiation
Education
Syracuse University 1982 — 1984
BS, Psychology, History, English
Criterion Real Estate Capital March 2014 - Present
Allianz Global Investors May 2013 - October 2013
BlueMountain Capital Management May 2011 - November 2012
Altium Wealth Management, LLC November 2006 - May 2011
Skills
PeopleSoft, Human Resources, Microsoft Office, Outlook, Lotus Notes, Microsoft Excel, Microsoft Word, Strategic Planning, Life Insurance, Licensed to Sell..., NYS Notary Public, Insurance, Bloomberg, Hedge Funds, Investments, Onboarding, PowerPoint, Financial Services, Taleo, Applicant Tracking..., Payroll, Accounting, Accounts Payable, Concur, Office Management, Expense Reports, Travel Arrangements, Calendaring, Calendars, Office Administration
Education
Pace University 2002 — 2011
Master of Business Administration (MBA), Business Management
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.)
Charter Oak Insurance and Financial Services March 2015 - Present
Altium Wealth Management, LLC June 2011 - March 2015
Erik Olsen Financial June 2006 - June 2011
Banc of America Securities 2000 - 2003
Cowen 1997 - 2000
Thomson Financial 1994 - 1997
Education
Georgetown University
BS, Finance & International Business
Rye Garnets
Altium Wealth Management, LLC October 2010 - Present
Elite Strategic Partners, LLC. January 2000 - October 2010
Bankers Conseco Life Insurance Company January 1996 - June 2000
New York County District Attorney's Office August 1989 - January 1995
Education
Brooklyn Law School 1986 — 1989
JD, Law
Muhlenberg College 1982 — 1986
BA, Political Science / B usiness
Clarkstown High School North 1978 — 1982
Altium Wealth Management, LLC March 2003 - Present
Prudential Relocation 1988 - 2002
Skills
Management, Customer Service, Strategic Planning, Wealth Management, Retirement Planning, Microsoft Office, Microsoft Excel, Vendor Management
Education
Pace University-Pleasantville/Briarcliff Campus
Altium Wealth Management, LLC June 2012 - Present
Oppenheimer & Co. Inc. May 2008 - June 2012
M&T Bank May 2005 - May 2008
Alex. Brown & Sons 1975 - 1999
Skills
Mutual Funds, Investment Advisory, Retirement Planning, Fixed Income, Alternative Investments, Equities, Asset Managment, Investment Management, Bonds, Valuation, Strategic Financial..., Asset Management, Financial Advisory, Capital Markets, Finance, Wealth Management..., Estate Planning, Venture Capital, Bloomberg, Life Insurance, Hedge Funds, Philanthropic Planning
Education
Trinity College-Hartford 1965 — 1969
BA, Government
St. Paul's School 1959 — 1965
Altium Wealth Management, LLC March 2011 - Present
Calvary Asset Management August 2008 - February 2011
The Winter Group September 2002 - July 2008
Credit Suisse First Boston 1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Mortgage Lending, Property Management, Investments, Fixed Income, Financial Analysis, Securities, Valuation, Financial Services
Education
Iona College 1989 — 1993
BBA, Finance
Altium Wealth Management, LLC March 2014 - February 2015
Altium Wealth Management, LLC March 2013 - March 2014
State Street Global Advisors May 2011 - January 2013
State Street Global Advisors June 2010 - August 2010
Worcester Art Museum January 2010 - May 2010
White Light Advertising June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Fixed Income, Mutual Funds, Outlook
Education
Fairfield University 2013 — 2015
Masters of Arts, Communication
Assumption College 2007 — 2011
Bachelor of Arts (B.A.), Organizational Communication
Altium Wealth Management, LLC October 2010 - Present
Opus Advisory Group July 2009 - October 2010
SEI September 2006 - June 2009
SEI October 2004 - September 2006
Skills
Wealth Management, Portfolio Management, Excel, Word, Customer Relations
Education
Drexel University 2000 — 2004
Bachelors, Finance
Northeastern University 1999 — 2000
Guidepoint Global August 2014 - Present
Guidepoint Global August 2013 - August 2014
Altium Wealth Management, LLC May 2012 - August 2012
Publicis Modem May 2010 - August 2010
Skills
Data Analysis, Strategy, Retirement Planning, Analytics, Wealth Management, Research, Financial Modeling, Statistics, Equities, Valuation, Stata, Quantitative Analytics, Fashion Buying, Market Research, Economics, Finance, Consulting, Management, Social Media, Analysis, Public Speaking
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics
New Rochelle High School 2005 — 2009
Altium Wealth Management, LLC October 2010 - Present
Opus Advisory Group, LLC 2002 - 2010
Commonwealth Financial Group 2001 - 2002
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, Strategic Financial...
Education
The American College 2008 — 2010
Masters Degree, Financial Services
College of the Holy Cross 1997 — 2001
Bachelor's Degree, Economics, Music
John Jay High School 1993 — 1997