Arete Wealth Management
Industry: Company
DescriptionFounded: 2007 Parent organization: Old Growth Capital Subsidiary: Arete Wealth Management, LLC,Asset Management Arm
Arete Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Arete Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Arete Wealth Management Salaries. You can even request information on how much does Arete Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Arete Wealth Management 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!
16 Arete Wealth Management employees in database. Find out everything there's to know about Arete Wealth Management 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.
Arete Wealth Management Employees
Employee
Years
Job
Industry
Joshua Rogers Joshua Rogers's Arete Wealth Management Experience June 2007 - Present
Job Founder & CEO of Arete Wealth Management, LLC
Industry Financial Services
Experience
Vieste Group LLC July 2014 - Present
Forbes.com September 2011 - Present
Arete Wealth Management June 2007 - Present
American Express Financial Advisors/Ameriprise Financial November 1999 - June 2007
Ameriprise Financial 1999 - 2007
American Express Financial Advisors 1999 - 2004
Weatherly Securities April 1999 - November 1999
Prime Charter Ltd. September 1998 - April 1999
Walker Digital Corp. May 1998 - September 1998
Skills
Creative Strategy, New Business Development, Organizational..., Executive Management, Venture Capital, Positioning, Business, Analytics, Online Advertising, Social Networking, Asset Managment, Estate Planning, Life Insurance, Asset Management, Strategy, Retirement Planning, Entrepreneurship, Financial Advisory, Investment Advisory, Wealth Management, Leadership, Finance, Investments, Securities, Mutual Funds, Investment Banking, Financial Services, Strategic Financial..., Portfolio Management, Insurance, Banking, Management, Investment Strategies, E-commerce, Alternative Investments, Series 7, Consulting, Small Business, Selling, Corporate Finance, Hedge Funds, Start-ups, Mergers & Acquisitions, Equities, Private Equity, Risk Management, Strategic Leadership, Financial Planning
Education
St. John's College 1994 — 1998
BA, Philosophy and Mathematics
The Johns Hopkins University 1993 — 1994
Biomedical/Medical Engineering
Broad Run High School 1989 — 1993
Vieste Group LLC July 2014 - Present
Forbes.com September 2011 - Present
Arete Wealth Management June 2007 - Present
American Express Financial Advisors/Ameriprise Financial November 1999 - June 2007
Ameriprise Financial 1999 - 2007
American Express Financial Advisors 1999 - 2004
Weatherly Securities April 1999 - November 1999
Prime Charter Ltd. September 1998 - April 1999
Walker Digital Corp. May 1998 - September 1998
Skills
Creative Strategy, New Business Development, Organizational..., Executive Management, Venture Capital, Positioning, Business, Analytics, Online Advertising, Social Networking, Asset Managment, Estate Planning, Life Insurance, Asset Management, Strategy, Retirement Planning, Entrepreneurship, Financial Advisory, Investment Advisory, Wealth Management, Leadership, Finance, Investments, Securities, Mutual Funds, Investment Banking, Financial Services, Strategic Financial..., Portfolio Management, Insurance, Banking, Management, Investment Strategies, E-commerce, Alternative Investments, Series 7, Consulting, Small Business, Selling, Corporate Finance, Hedge Funds, Start-ups, Mergers & Acquisitions, Equities, Private Equity, Risk Management, Strategic Leadership, Financial Planning
Education
St. John's College 1994 — 1998
BA, Philosophy and Mathematics
The Johns Hopkins University 1993 — 1994
Biomedical/Medical Engineering
Broad Run High School 1989 — 1993
Shelby Bower Shelby Bower's Arete Wealth Management Experience August 2007 - August 2010
Job Director, User Experience at American Medical Association
Industry Internet
Experience
American Medical Association May 2015 - Present
Freelance Experience and Service Design November 2014 - May 2015
Gogo November 2012 - November 2014
Avanade August 2010 - July 2012
Arete Wealth Management August 2007 - August 2010
Aquent January 2010 - June 2010
Fannie Mae 2002 - 2004
IDEV 2000 - 2001
About.com September 1998 - June 2000
CareerBuilder.com April 1997 - July 1997
Skills
Online User Experience, Content Strategy, Information Design, Editorial, Online Publishing, Financial Advisory, Application Design, Project Delivery, Product Management, Information Architecture, User Experience, CMS, Content Development, Creative Development, Intranet, User-centered Design, Experience Design, Personas, Prototyping, Digital Strategy, Web Project Management, Usability Design, Mobile, Interaction Design, Web 2.0, Process Improvement, Creative Direction, User Interface, Software Design, Web Content Management, Usability Engineering, Empathy, Unicorn, Persona, Usability, Mobile Devices, Wireframes, Software Development, HTML, User Interface Design, Axure, Digital Marketing, Wire Framing, Heuristic Evaluation, User Scenarios, User Research, Mobile Applications, User Experience Design
Education
The George Washington University 1991 — 1995
Bachelor of Arts, English
American Medical Association May 2015 - Present
Freelance Experience and Service Design November 2014 - May 2015
Gogo November 2012 - November 2014
Avanade August 2010 - July 2012
Arete Wealth Management August 2007 - August 2010
Aquent January 2010 - June 2010
Fannie Mae 2002 - 2004
IDEV 2000 - 2001
About.com September 1998 - June 2000
CareerBuilder.com April 1997 - July 1997
Skills
Online User Experience, Content Strategy, Information Design, Editorial, Online Publishing, Financial Advisory, Application Design, Project Delivery, Product Management, Information Architecture, User Experience, CMS, Content Development, Creative Development, Intranet, User-centered Design, Experience Design, Personas, Prototyping, Digital Strategy, Web Project Management, Usability Design, Mobile, Interaction Design, Web 2.0, Process Improvement, Creative Direction, User Interface, Software Design, Web Content Management, Usability Engineering, Empathy, Unicorn, Persona, Usability, Mobile Devices, Wireframes, Software Development, HTML, User Interface Design, Axure, Digital Marketing, Wire Framing, Heuristic Evaluation, User Scenarios, User Research, Mobile Applications, User Experience Design
Education
The George Washington University 1991 — 1995
Bachelor of Arts, English
Kris Garlewicz, CFP®, CRPS® Kris Garlewicz, CFP®, CRPS®'s Arete Wealth Management Experience February 2014 - Present
Job Managing Partner Wealth Management at Market Financial Group
Industry Financial Services
Experience
Market Financial Group February 2014 - Present
Arete Wealth Management February 2014 - Present
Commonwealth Financial Network October 2008 - February 2014
New England Financial January 2008 - August 2008
Privately Held Mortgage Company 2003 - 2007
Education
Northwestern University 2007 — 2008
University of Illinois at Chicago 2005 — 2007
Market Financial Group February 2014 - Present
Arete Wealth Management February 2014 - Present
Commonwealth Financial Network October 2008 - February 2014
New England Financial January 2008 - August 2008
Privately Held Mortgage Company 2003 - 2007
Education
Northwestern University 2007 — 2008
University of Illinois at Chicago 2005 — 2007
Kevin Johnston, CFP® Kevin Johnston, CFP®'s Arete Wealth Management Experience January 2009 - Present
Job Trusted Financial Advisor, Certified Financial Planner , Principal Financial Resource Management, Inc.
Industry Financial Services
Experience
Arete Wealth Management January 2009 - Present
Financial Resource Management, Inc. October 1987 - Present
Private Consulting Group, Inc. 1999 - 2008
Skills
Finance, Management, Retirement Planning, Investments, Wealth Management, Strategic Financial..., Estate Planning, Retirement, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Portfolio Management, Mutual Funds, Financial Planners
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certificate - Executive Program - Retirement Strategies, On campus study with Jeff Jaffe, Craig MacKinlay, Chris Geczy, David Babbel, Olivia Mitchell
The University of Memphis
Bachelor of Business Administration (BBA), Finance, General
Arete Wealth Management January 2009 - Present
Financial Resource Management, Inc. October 1987 - Present
Private Consulting Group, Inc. 1999 - 2008
Skills
Finance, Management, Retirement Planning, Investments, Wealth Management, Strategic Financial..., Estate Planning, Retirement, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Portfolio Management, Mutual Funds, Financial Planners
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certificate - Executive Program - Retirement Strategies, On campus study with Jeff Jaffe, Craig MacKinlay, Chris Geczy, David Babbel, Olivia Mitchell
The University of Memphis
Bachelor of Business Administration (BBA), Finance, General
Manish Jung Thapa Manish Jung Thapa's Arete Wealth Management Experience July 2013 - August 2013
Job Graduate Student at Villanova University
Industry Research
Experience
NepBay Inc. March 2015 - July 2015
Alternative Energy Promotion Centre (AEPC) January 2015 - March 2015
Digital Risk September 2013 - June 2014
Arete Wealth Management July 2013 - August 2013
St. John's College, Annapolis, MD September 2012 - May 2013
Citizens Bank International Limited June 2012 - August 2012
Kathryn Wasserman Davis 100 Projects for Peace June 2011 - August 2011
Simons Foundation August 2010 - May 2011
Clinton Global Initiative April 2011 - April 2011
Kathryn Wasserman Davis 100 Projects for Peace June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, English, Windows, Customer Service, Public Speaking, Teaching, Graphic Designing, Web Designing, Hardware and Software..., Graphic Design, Data Analysis, Editing, International Relations, Leadership, Critical Thinking, Fundraising, Web Design
Education
Villanova University 2015 — 2017
Master’s Degree, Political Science and Government
St. John's College (MD) 2011 — 2013
Bachelor of Arts (B.A.), Mathematics and Philosophy, Junior and Senior Year
St. John's College (NM) 2009 — 2011
Bachelor of Arts (B.A.), Mathematics and Philosophy, Freshman and Sophomore Year
Budhanilkantha School 2006 — 2008
GCE Advanced Level, Mathematics, Economics, Physics, Chemistry
NepBay Inc. March 2015 - July 2015
Alternative Energy Promotion Centre (AEPC) January 2015 - March 2015
Digital Risk September 2013 - June 2014
Arete Wealth Management July 2013 - August 2013
St. John's College, Annapolis, MD September 2012 - May 2013
Citizens Bank International Limited June 2012 - August 2012
Kathryn Wasserman Davis 100 Projects for Peace June 2011 - August 2011
Simons Foundation August 2010 - May 2011
Clinton Global Initiative April 2011 - April 2011
Kathryn Wasserman Davis 100 Projects for Peace June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, English, Windows, Customer Service, Public Speaking, Teaching, Graphic Designing, Web Designing, Hardware and Software..., Graphic Design, Data Analysis, Editing, International Relations, Leadership, Critical Thinking, Fundraising, Web Design
Education
Villanova University 2015 — 2017
Master’s Degree, Political Science and Government
St. John's College (MD) 2011 — 2013
Bachelor of Arts (B.A.), Mathematics and Philosophy, Junior and Senior Year
St. John's College (NM) 2009 — 2011
Bachelor of Arts (B.A.), Mathematics and Philosophy, Freshman and Sophomore Year
Budhanilkantha School 2006 — 2008
GCE Advanced Level, Mathematics, Economics, Physics, Chemistry
Kira Burk Kira Burk's Arete Wealth Management Experience August 2007 - August 2010
Job Administrative Assistant II at Northwestern Memorial Hospital
Industry Hospital & Health Care
Experience
Northwestern Memorial Hospital May 2014 - Present
Pharmore Drugs, LLC April 2013 - May 2014
Arete Wealth Management August 2007 - August 2010
OLD GROWTH CAPITAL INC October 2007 - July 2010
Chicago Public Schools January 2002 - August 2007
Skills
Curriculum Development, Teaching, Staff Development, Program Evaluation, Grant Writing, Public Speaking, Curriculum Design, Strategic Planning, Educational Leadership, Instructional Design, Classroom, Higher Education, Management, Resume Writing, Nonprofits, Leadership Development, Training, Event Planning, Coaching, Team Building, Classroom Management, Lesson Planning, Student Affairs, Literacy, Microsoft Excel, Contract Negotiation, Event Management, Teacher Training, Onboarding, Customer Service, Organizational..., Recruiting, Human Resources
Education
DePaul University 1997 — 2001
Liberal Arts, English - Certified to Teach
Northwestern Memorial Hospital May 2014 - Present
Pharmore Drugs, LLC April 2013 - May 2014
Arete Wealth Management August 2007 - August 2010
OLD GROWTH CAPITAL INC October 2007 - July 2010
Chicago Public Schools January 2002 - August 2007
Skills
Curriculum Development, Teaching, Staff Development, Program Evaluation, Grant Writing, Public Speaking, Curriculum Design, Strategic Planning, Educational Leadership, Instructional Design, Classroom, Higher Education, Management, Resume Writing, Nonprofits, Leadership Development, Training, Event Planning, Coaching, Team Building, Classroom Management, Lesson Planning, Student Affairs, Literacy, Microsoft Excel, Contract Negotiation, Event Management, Teacher Training, Onboarding, Customer Service, Organizational..., Recruiting, Human Resources
Education
DePaul University 1997 — 2001
Liberal Arts, English - Certified to Teach
Mark Atchity's Arete Wealth Management Experience January 2014 - Present
Job President at JCC Advisors, LLC
Industry Financial Services
Experience
Arete Wealth Management January 2014 - Present
ARI Financial Services, Inc September 2013 - Present
Axxcess Capital September 2013 - Present
JCC Advisors, LLC January 2013 - Present
Thompson National Properties, LLC November 2009 - July 2012
Brookstreet Securities Corporation September 1995 - June 2007
Education
Boston College - Carroll School of Management 1990 — 1994
BS, Management & Finance
Campbell Hall
Campbell Hall
Campbell Hall
Arete Wealth Management January 2014 - Present
ARI Financial Services, Inc September 2013 - Present
Axxcess Capital September 2013 - Present
JCC Advisors, LLC January 2013 - Present
Thompson National Properties, LLC November 2009 - July 2012
Brookstreet Securities Corporation September 1995 - June 2007
Education
Boston College - Carroll School of Management 1990 — 1994
BS, Management & Finance
Campbell Hall
Campbell Hall
Campbell Hall
David Mar David Mar's Arete Wealth Management Experience August 1998 - Present
Job Independent Wealth Advisor
Industry Financial Services
Experience
Arete Wealth Management August 1998 - Present
Skills
Wealth, Customer Service, Strategic Planning, Microsoft Excel, Microsoft Word, Real Estate, Financial Analysis, Microsoft Office, Outlook, Business Strategy, PowerPoint, Budgets, Investments, Mutual Funds, Mortgage Lending, Strategic Financial..., Risk Management
Education
California State University - Sacramento 1973 — 1975
Bachelor of Arts (B.A.), Parks, Recreation and Leisure Studies
California State University-Sacramento 1973 — 1975
B.A., Recreation Administration
Arete Wealth Management August 1998 - Present
Skills
Wealth, Customer Service, Strategic Planning, Microsoft Excel, Microsoft Word, Real Estate, Financial Analysis, Microsoft Office, Outlook, Business Strategy, PowerPoint, Budgets, Investments, Mutual Funds, Mortgage Lending, Strategic Financial..., Risk Management
Education
California State University - Sacramento 1973 — 1975
Bachelor of Arts (B.A.), Parks, Recreation and Leisure Studies
California State University-Sacramento 1973 — 1975
B.A., Recreation Administration
Corrie Scoby Corrie Scoby's Arete Wealth Management Experience December 2011 - Present
Job Director of Operations & Compliance
Industry Financial Services
Experience
Financial Resource Management December 2011 - Present
Arete Wealth Management December 2011 - Present
Morgan Keegan September 2007 - October 2010
Wunderlich Securities September 2004 - August 2007
NBC Capital Markets December 2001 - September 2004
Skills
Securities Regulation, Series 24, Securities, Investment Advisory, Uniform Combined State..., Investment Banking, Options, Financial Services, Broker-Dealer, Series 63, FINRA, Series 7, Alternative Investments, Mutual Funds, Series 65, Trading, Management, Equities, Investments, Capital Markets
Education
The University of Memphis 1999 — 2001
BBA, Business & Management Informaiton Systems
Battle Ground Academy High School
Financial Resource Management December 2011 - Present
Arete Wealth Management December 2011 - Present
Morgan Keegan September 2007 - October 2010
Wunderlich Securities September 2004 - August 2007
NBC Capital Markets December 2001 - September 2004
Skills
Securities Regulation, Series 24, Securities, Investment Advisory, Uniform Combined State..., Investment Banking, Options, Financial Services, Broker-Dealer, Series 63, FINRA, Series 7, Alternative Investments, Mutual Funds, Series 65, Trading, Management, Equities, Investments, Capital Markets
Education
The University of Memphis 1999 — 2001
BBA, Business & Management Informaiton Systems
Battle Ground Academy High School
Bobby Huynh Bobby Huynh's Arete Wealth Management Experience February 2010 - Present
Job Financial Advisor at Arete Wealth Management
Industry Financial Services
Experience
Prestige Wealth Management LLC February 2010 - Present
Arete Wealth Management February 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Microsoft March 2006 - April 2007
Allstate Insurance November 1996 - March 2006
Allstate 2003 - 2006
Skills
Investments, Wealth Management, Retirement Planning, Insurance, Wealth, Estate Planning, Securities, Portfolio Management, Equities, Trading, Mutual Funds, Risk, Asset Management, Financial Planning, Asset, Hedge Funds, Retirement, Fixed Income, Series 7, Derivatives, Financial Advisory, Risk Management, Options, Investment Advisory, Retirement Income..., Bonds, Financial Markets, Annuities, Portfolios, Asset Allocation, Strategic Financial..., Financial Services, Investment Strategies, Alternative Investments, Finance, Financial Modeling
Education
University of Miami 1992 — 1996
Bachelor of Arts (BA), Business Administration and Management, General
Prestige Wealth Management LLC February 2010 - Present
Arete Wealth Management February 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Microsoft March 2006 - April 2007
Allstate Insurance November 1996 - March 2006
Allstate 2003 - 2006
Skills
Investments, Wealth Management, Retirement Planning, Insurance, Wealth, Estate Planning, Securities, Portfolio Management, Equities, Trading, Mutual Funds, Risk, Asset Management, Financial Planning, Asset, Hedge Funds, Retirement, Fixed Income, Series 7, Derivatives, Financial Advisory, Risk Management, Options, Investment Advisory, Retirement Income..., Bonds, Financial Markets, Annuities, Portfolios, Asset Allocation, Strategic Financial..., Financial Services, Investment Strategies, Alternative Investments, Finance, Financial Modeling
Education
University of Miami 1992 — 1996
Bachelor of Arts (BA), Business Administration and Management, General
Ed Ducett Ed Ducett's Arete Wealth Management Experience January 2010 - Present
Job Wealth Advisor Arete Wealth Management
Industry Financial Services
Experience
Arete Wealth Management January 2010 - Present
DMD Marketing 1995 - 2006
Skills
Life Insurance, Wealth Management, Series 7, 401k, Insurance, Fixed Annuities, Professional Liability, Finance, Retirement, Disability Insurance, Underwriting
Education
FINRA 2010 — 2010
Licensed Secutity and Investment Advisor
Northern Illinois University 1976 — 1982
Bachlor of Science, Economics
Grayslake High School
Arete Wealth Management January 2010 - Present
DMD Marketing 1995 - 2006
Skills
Life Insurance, Wealth Management, Series 7, 401k, Insurance, Fixed Annuities, Professional Liability, Finance, Retirement, Disability Insurance, Underwriting
Education
FINRA 2010 — 2010
Licensed Secutity and Investment Advisor
Northern Illinois University 1976 — 1982
Bachlor of Science, Economics
Grayslake High School
Bryce Lahrman's Arete Wealth Management Experience June 2014 - August 2014
Job Jr. Financial Analyst at Wilton Brands
Industry Consumer Goods
Experience
Wilton Brands June 2015 - Present
MBA Capstone Project January 2015 - April 2015
Arete Wealth Management June 2014 - August 2014
Biltmore Country Club May 2013 - August 2014
University of Dayton August 2009 - May 2014
Middleton's On Main June 2012 - August 2013
Lindy's Landing August 2007 - October 2009
Skills
Teamwork, Leadership, Microsoft Office, Motivated self-starter, Self-driven, PowerPoint, Time Management, Event Planning, SPSS, Microsoft Excel, Team Leadership, Passionate about work, Public Speaking, Customer Service, Facebook, Microsoft Word, Food Service, Self-esteem, Self-confidence, Competitive, Hyperion, Marketing, Social Media
Education
University of Dayton 2013 — 2015
Master of Business Administration (MBA), Finance
University of Dayton 2009 — 2013
Finance and Marketing
Wauconda High School 2006 — 2009
Wilton Brands June 2015 - Present
MBA Capstone Project January 2015 - April 2015
Arete Wealth Management June 2014 - August 2014
Biltmore Country Club May 2013 - August 2014
University of Dayton August 2009 - May 2014
Middleton's On Main June 2012 - August 2013
Lindy's Landing August 2007 - October 2009
Skills
Teamwork, Leadership, Microsoft Office, Motivated self-starter, Self-driven, PowerPoint, Time Management, Event Planning, SPSS, Microsoft Excel, Team Leadership, Passionate about work, Public Speaking, Customer Service, Facebook, Microsoft Word, Food Service, Self-esteem, Self-confidence, Competitive, Hyperion, Marketing, Social Media
Education
University of Dayton 2013 — 2015
Master of Business Administration (MBA), Finance
University of Dayton 2009 — 2013
Finance and Marketing
Wauconda High School 2006 — 2009
Roshan Loungani, CFP(R) CRPC(R)'s Arete Wealth Management Experience January 2008 - Present
Job Retirement Specialist & Partner at Arete Wealth Management
Industry Financial Services
Experience
Arete Wealth Management January 2008 - Present
Ameriprise Financial October 2000 - January 2008
desivision November 2004 - June 2006
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1999
B.S., Finance & Marketing
Arete Wealth Management January 2008 - Present
Ameriprise Financial October 2000 - January 2008
desivision November 2004 - June 2006
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1999
B.S., Finance & Marketing
Todd Doorenbos's Arete Wealth Management Experience December 2012 - Present
Job Registered Representative at Arete Wealth Management
Industry Investment Management
Experience
Hollander Capital, LLC December 2012 - Present
Arete Wealth Management December 2012 - Present
DeWaay Financial Network December 2007 - November 2012
DeWaay Capital Management August 2006 - December 2007
Skills
Series 7, Alternative Investments, Investments, Securities, FINRA, Series 63, Mutual Funds, Investment Banking, Asset Management, Due Diligence, Portfolio Management, Valuation, Uniform Combined State..., Series 24, Financial Analysis
Education
Iowa State University 1997 — 1999
B.S., Summa Cum Laude, Political Economics
Hollander Capital, LLC December 2012 - Present
Arete Wealth Management December 2012 - Present
DeWaay Financial Network December 2007 - November 2012
DeWaay Capital Management August 2006 - December 2007
Skills
Series 7, Alternative Investments, Investments, Securities, FINRA, Series 63, Mutual Funds, Investment Banking, Asset Management, Due Diligence, Portfolio Management, Valuation, Uniform Combined State..., Series 24, Financial Analysis
Education
Iowa State University 1997 — 1999
B.S., Summa Cum Laude, Political Economics
Barb Notte's Arete Wealth Management Experience June 2013 - March 2014
Job Client Services Assistant at Arete Wealth Management
Industry Insurance
Experience
Arete Wealth Management June 2013 - March 2014
Market Financial Group October 2008 - March 2013
Allstate March 1984 - March 2002
Skills
Team Building, Leadership
Education
The University of Connecticut School of Business 1977 — 1981
BS, General Business
University of CT
Arete Wealth Management June 2013 - March 2014
Market Financial Group October 2008 - March 2013
Allstate March 1984 - March 2002
Skills
Team Building, Leadership
Education
The University of Connecticut School of Business 1977 — 1981
BS, General Business
University of CT
Khaled Moafi's Arete Wealth Management Experience March 2011 - September 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Bank, N.A. May 2013 - January 2015
Arete Wealth Management March 2011 - September 2012
Education
University of Maryland University College 2014 — 2015
Master's Degree, Finance and Financial Management Services
Rutgers University-New Brunswick 2002 — 2006
Bachelor's degree, Criminal Justice and Corrections
Wells Fargo Advisors January 2015 - Present
Wells Fargo Bank, N.A. May 2013 - January 2015
Arete Wealth Management March 2011 - September 2012
Education
University of Maryland University College 2014 — 2015
Master's Degree, Finance and Financial Management Services
Rutgers University-New Brunswick 2002 — 2006
Bachelor's degree, Criminal Justice and Corrections
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY