Argent Wealth Management
Address: 200 5th Ave, Waltham, MA 02451 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 290-4900: : : Category: Place name: : : Website: : Website: http://www.argentwm.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. · Own this business? 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 Argent Wealth Management, LLC Posting publicly on the Web Write a review Reviews 1 Google review
Argent Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Argent Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Argent Wealth Management Employees
Medway Foundation for Education 2006 - Present
Argent Wealth Management February 1999 - Present
Strata Bank 2002 - 2009
CML Group, Inc. November 1991 - February 1999
Deloitte & Touche September 1983 - November 1991
Skills
Investment Advisory, Strategic Financial..., Estate Planning, Financial Services, Tax, Financial Planners, Asset Management, Investment Management, Asset Allocation, Finance, Due Diligence, Wealth Management, Management, Financial Planning, Mergers & Acquisitions, Mutual Funds, Strategic Planning, Financial Analysis, Investments, Private Equity, Strategy, Alternative Investments, Financial Modeling, Portfolio Management, Estate Tax Planning
Education
Boston University School of Law 1984 — 1989
LLM - Taxation
New England School of Law 1980 — 1983
Doctor of Law (JD), Law
SUNY Albany 1976 — 1980
BS, Economics
Northport High School 1975 — 1976
Luxe June 2015 - Present
Manicube April 2014 - Present
Boston Real Property August 2011 - Present
Argent Wealth Management August 2012 - February 2014
Jewish Community Centers of Greater Boston July 2007 - July 2012
Arigo September 2011 - February 2012
Brook Venture Partners August 2011 - February 2012
City Realty Group April 2009 - August 2011
The Omerta Group January 2011 - May 2011
Skills
Finance, Marketing, Real Estate, Portfolio Management, PowerPoint, Financial Modeling, Investments, Microsoft Office, Financial Analysis, Social Media, SEO, Microsoft Excel, Morningstar, Entrepreneurship, Strategic Planning, Customer Service, Valuation, Corporate Finance, Asset Management, Venture Capital, Management, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Mathematics, 3.8
Imperial College London
Finance, 4.0
Argent Wealth Management 2013 - Present
Pillar Financial Advisors March 1986 - November 2013
NAPFA - National Ass'n of Personal Financial Advisors September 2009 - September 2010
Babson Financial Management 1983 - 1986
Deloitte 1975 - 1976
Skills
Estate Planning, Wealth Management, Investments, Strategic Financial..., Investment Management, Investment Advisory, High Net Worth..., Retirement Planning, Financial Planners, Wealth, Financial Advisory, Personal Finance, Finance, Portfolio Management, Personal Financial..., Asset Management, Retirement, Asset Allocation, Wealth Management..., Investment Strategies, Tax, Estate Tax Planning
Education
Boston University School of Law 1980 — 1983
LLM, Taxation
Boston College Law School 1972 — 1975
JD, Law
University of Cincinnati 1970 — 1972
BBA, Accounting
Argent Wealth Management July 2010 - Present
P-Solve June 2005 - February 2010
Eastern Bank June 2000 - June 2005
Bank of Boston 1993 - 2000
Fidelity Investments January 1990 - December 1992
Boston Safe Deposit & Trust Co June 1986 - December 1989
American Express March 1982 - June 1986
American Express Service Establishment Marketing 1979 - 1982
Skills
Wealth Managment, Sales and Marketing, Investment Strategies, Investments, Asset Managment, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Fixed Income, Investment Management, Wealth Management...
Education
Fairfield University 1973 — 1977
B.S., Marketing
Atlantic Trust April 2008 - Present
Sapers & Wallack March 2007 - 2008
Argent Wealth Management July 2004 - December 2006
Rinet Company July 2002 - June 2004
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Investment Strategies
Education
Keir 2011 — 2011
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
Masters, Financial Planning
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
Laconia High School 1994 — 1998
Argent Wealth Management March 2015 - Present
Argent Wealth Management June 2012 - March 2015
Skills
Investment Advisory, Financial Modeling, Tax Preparation, Data Analysis, Research, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Teamwork
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Economics-Finance
Choate Rosemary Hall 2004 — 2008
Fenway Search Group June 2014 - Present
Michael Page Taxation January 2011 - May 2014
Argent Wealth Management October 2004 - April 2010
Kforce, Inc. March 1998 - August 2004
Ernst & Young 1997 - 1998
KPMG 1994 - 1997
Skills
Internet Recruiting, Talent Management, Recruiting, Due Diligence, Investments, Financial Services, SEC filings, Networking, Tax, Internal Controls, Private Equity, Executive Search, Corporate Tax, US GAAP, Finance, SEC Filings, Financial Analysis, Accounting
Education
Bryant University 1992 — 1994
MST, Taxation
Bryant University 1987 — 1991
Bachelor's degree, Accounting
Argent Wealth Management August 2014 - Present
Lexington Wealth Management 2013 - 2014
Post University May 2011 - January 2013
Skills
Microsoft Office, Finance, Financial Analysis, PowerPoint, Teamwork, Customer Service, Leadership, Economics, Research, Team Leadership, Tax Preparation, Tax Returns, Microsoft Word, Microsoft Excel, Outlook, Access, Investments
Education
Bentley University 2010 — 2014
Bachelor's Degree, Economics and Finance, 3.61
Argent Wealth Management June 2013 - Present
Lift Ministries 2006 - 2014
Augustine Financial Solutions LLC January 2009 - May 2013
Standard and Poor's 2008 - 2009
Upstream Technologies, LLC 2004 - 2005
Putnam Investments 1998 - 2005
Investortools, Inc. May 1995 - December 1997
Colonial Management Associates, Inc 1985 - 1995
Education
Loyola University of Chicago 1971 — 1975
Bachelor of Science, Biology
Wheaton Central High School 1967 — 1971
Diploma
Argent Wealth Management February 2008 - Present
State Street 2007 - 2008
Investors Bank & Trust July 1988 - July 2007
Skills
Wealth Management, Asset Management, Investment Advisory, Financial Modeling, Financial Services, Fund Accounting, Risk Management, Estate Planning, Strategic Financial..., Retirement Planning, Personal Finance
Education
Boston College - Carroll School of Management 1990 — 1992
Master's degree, Finance
University of Vermont 1983 — 1987
Bachelors of Science, Business Administation
Argent Wealth Management 2013 - Present
Argent Wealth Management December 1992 - October 2013
Arthur Andersen 1984 - 1992
Skills
Asset Management, Investments, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Investment Management, Fixed Income, Estate Planning, Investment Strategies, Mutual Funds, Wealth Management..., Hedge Funds, Wealth Management, Portfolio Management, Retirement, Financial Advisory, High Net Worth..., Equities
Education
Western New England College School of Law 1981 — 1984
JD
Bryant University 1977 — 1981
BSBA, Accounting
Argent Wealth Management September 2014 - Present
LitmanGerson Associates,LLP December 2013 - September 2014
Edelstein & Company, LLP June 2012 - December 2013
Pillar Financial Advisors February 2001 - June 2012
Winchester Boat Club May 1993 - April 2011
Berman DeValerio Pease Tabacco Burt & Pucillo September 1989 - May 1992
Wang Laboratories September 1985 - May 1988
Nixdorf Computer 1983 - 1985
Skills
Payroll, QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Accounting, Finance, Account Reconciliation, Budgets, Bank Reconciliation, Invoicing, Microsoft Excel, Peachtree, Journal Entries
Education
Massachusetts Bay Community College 1979 — 1982
Associates, Accounting
Argent Wealth Management January 2006 - Present
Putnam Investments October 1996 - December 2005
Skills
Hedge Funds, Fixed Income, Portfolio Management, Asset Allocation, Alternative Investments, Capital Markets, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Investment Management, ETFs, Securities, Series 7
Education
University of Pennsylvania - The Wharton School 1976 — 1980
BS, Economics
BDO USA, LLP January 2015 - Present
Argent Wealth Management January 2014 - May 2014
Grant Thornton LLP January 2012 - April 2012
Momenta Pharmaceuticals January 2011 - June 2011
Education
Northeastern University
BS, Accounting, Music Industry