Baltimore-Washington Financial Advisors

Description

Address: 5950 Symphony Woods Rd # 600, Columbia, MD 21044 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (410) 461-3900: : Website: Place name: : : : Category: : Website: http://www.bwfa.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.

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19 Baltimore-Washington Financial Advisors employees in database. Find out everything there's to know about Baltimore-Washington Financial Advisors 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.

Baltimore-Washington Financial Advisors Employees

Employee
Years
Job
Industry
Daniel Phelan Daniel Phelan Baltimore, Maryland Area Details
Daniel Phelan's Baltimore-Washington Financial Advisors Experience June 2010 - June 2013
Job Associate Business Analyst at SRA International
Industry Financial Services
Experience
SRA International  July 2013 - Present
Baltimore-Washington Financial Advisors   June 2010 - June 2013

Skills
Microsoft Office, Account Reconciliation, Morningstar Office, Finance, Oracle Federal Financial, Financial Analysis, Financial Reporting, Monthly Closing, Portfolio Management, Financial Modeling, OBIEE, Lotus Notes

Education
University of Maryland Baltimore County   2008 — 2013
BS, Financial Economics

The Cardinal Gibbons School   2004 — 2008
H.S. Diploma

William Sasser Jr. William Sasser Jr. Baltimore, Maryland Area Details
William Sasser Jr.'s Baltimore-Washington Financial Advisors Experience March 2012 - July 2013
Job MD CPA candidate
Industry Accounting
Experience
Gross, Mendelsohn & Associates, P.A.   September 2015 - Present
AKJ Books/Cicero Systems   December 2013 - February 2015
University of Maryland Baltimore County  September 2013 - November 2013
UMBC Training Centers  July 2013 - November 2013
Baltimore-Washington Financial Advisors   March 2012 - July 2013

Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, Cost Basis Reporting, Portfolio Management, Model Portfolios, General Administrative..., General Ledger, Microsoft Excel, Spreadsheets

Education
University of Maryland Baltimore County   2009 — 2013
Bachelor's degree, Finacial Economics: Accounting Certificate, 3.49/4.0

Dulaney High School

Allison Gowallis Allison Gowallis Baltimore, Maryland Area Details
Allison Gowallis's Baltimore-Washington Financial Advisors Experience December 2013 - July 2015
Job Operations Specialist at Bay Point Wealth Management
Industry Financial Services
Experience
Baltimore-Washington Financial Advisors   December 2013 - July 2015
National Consortium for the Study of Terrorism and Responses to Terrorism (START)   May 2012 - August 2012
US Department of Homeland Security  February 2010 - May 2010
National Consortium for the Study of Terrorism and Responses to Terrorism (START)   May 2008 - August 2008

Skills
Data Entry, Foreign Affairs, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Outlook, Administrative..., Terrorism, Social Media Marketing, Redtail, Website Updating, Meeting Planning

Education
Towson University   2011 — 2013
Master of Science (MS), Social Sciences

University of Maryland College Park   2006 — 2010
Bachelor of Arts (BA), Political Science and Government

Lisa Juranic Lisa Juranic Baltimore, Maryland Area Details
Lisa Juranic's Baltimore-Washington Financial Advisors Experience June 2004 - May 2011
Job Operations & Human Resources Manager at GWWO, Inc./Architects
Industry Architecture & Planning
Experience
GWWO, Inc./Architects   December 2011 - Present
Baltimore-Washington Financial Advisors   June 2004 - May 2011
Law Offices of Jonathan Scott Smith   2000 - 2004
Institute for Regulatory Science   1997 - 2000

Skills
Marketing, Operations Management, Project Planning, Research, Strategic Planning, Human Resources, Management, Microsoft Office, Business Strategy, Event Management, Event Planning, Editing

Education
University of Maryland University College   2010 — 2013
Business Administration

Rob Carpenter Rob Carpenter Columbia, Maryland Details
Rob Carpenter's Baltimore-Washington Financial Advisors Experience June 2012 - Present
Job CEO & President BaltimoreWashington Financial Advisors
Industry Investment Management
Experience
Baltimore Washington Financial Advisors  June 2012 - Present
Ameriprise Financial  January 2011 - June 2012
Wells Fargo Advisors, LLC  January 2007 - January 2011
Stifel Nicolaus (formerly Ryan, Beck & Co.)   1999 - 2007
Dreyfus Service Corp.   1998 - 1999
Prudential Securities, Inc. (now known as Wells Fargo)   1995 - 1997
Citicorp  1994 - 1995
Merrill Lynch  1989 - 1993

Skills
Investments, Financial Services, Portfolio Management, Finance, Retirement Planning, Asset Management, Series 7, Alternative Investments, Investment Advisory, ETFs, Investment Management, Securities, 401k, Series 63, Equities, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Mutual Funds, FINRA, Wealth Management, Bonds, High Net Worth..., Estate Planning, Wealth Management..., Hedge Funds, Private Banking, Fixed Income, Financial Planners, Wealth, Options, Uniform Combined State...

Education
University of Pennsylvania - The Wharton School   1998 — 2000
SIA Branch Management Leadership Institute

Hartwick College   1984 — 1988
B.A., Political Science

Matthew Lerner Matthew Lerner Belcamp, Maryland Details
Matthew Lerner's Baltimore-Washington Financial Advisors Experience April 2011 - July 2012
Job Sr. Consultant Operations Research Analyst at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton  January 2015 - Present
Booz Allen Hamilton  July 2012 - December 2014
Baltimore-Washington Financial Advisors   April 2011 - July 2012
Morgan Stanley Smith Barney  July 2010 - April 2011
Defense Security Service  June 2009 - August 2009

Skills
Modeling & Simulation, Monte Carlo Simulation, Applied Statistical..., Supply Chain..., Microsoft Excel -..., R, Optimization, VBA, JMP, SPSS, Economics, Cost Model Development, Microsoft Project

Education
Indiana University - Kelley School of Business   2014 — 2016
Graduate Certificate, Business Analytics

University of Delaware
Bachelor's Degree, Economics

Robert Cassel Robert Cassel Baltimore, Maryland Area Details
Robert Cassel's Baltimore-Washington Financial Advisors Experience September 1996 - June 2013
Job Retired Enrolled Agent for Tax Services
Industry Financial Services
Experience
Retired  September 1982 - December 2013
Baltimore-Washington Financial Advisors   September 1996 - June 2013
U.S. Marine Band   July 1980 - July 1997
Bkkg and Inc Tax Serv   January 1981 - August 1996

Skills
Wealth Management, Small Business, Retirement Planning, Personal Finance, Estate Planning, Investments, Strategic Financial..., Retirement, Income Tax, Asset Allocation, Mutual Funds, Tax Preparation, Tax, High Net Worth..., Financial Planners, Bookkeeping, Tax Returns, Tax Accounting, Securities, Financial Advisory, Investment Strategies, Certified Financial..., Financial Reporting, QuickBooks, Accounting, Expatriate Tax, Asset Management, Financial Analysis, Financial Modeling, Payroll Taxes, Wealth Management..., Payroll, Finance, Estate Tax Planning, CPA, Preparation, Personal Tax Planning, Investment Advisory, IRAs, Series 63, Series 7, Partnership Taxation, Due Diligence, Financial Accounting, IRS, Fixed Annuities, Personal Financial..., Investment Management, Portfolio Management, Trusts

Education
The Catholic University of America   1976 — 1982
DMA Music Perf, Musical Performance

The Johns Hopkins University   1976 — 1980
M.M. Music Performance, Music performance

Indiana University of Pennsylvania   1969 — 1973
B.S. Music Education, Music Education

Maureen Carrion, CFP® Maureen Carrion, CFP® Washington D.C. Metro Area Details
Maureen Carrion, CFP®'s Baltimore-Washington Financial Advisors Experience September 2005 - October 2009
Job Financial Planner at McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC  January 2011 - Present
Parr Financial Solutions, Inc.   December 2009 - December 2010
Baltimore-Washington Financial Advisors   September 2005 - October 2009
Lee, Sipe & Associates   June 2004 - September 2005
FINRA/EDS, Inc   February 1993 - November 2000

Skills
Retirement Planning, 401k, Investment Management, Personal Financial..., Asset Allocation, Series 65, Retirement Plan...

Education
The American College
CFP Certification Curriculum

University of Maryland University College
B.S., Information Systems Management

University of Maryland College Park
B.S., Microbiology

Robert Wasilewski Robert Wasilewski Baltimore, Maryland Area Details
Robert Wasilewski's Baltimore-Washington Financial Advisors Experience March 2007 - October 2009
Job President RW Investment Strategies
Industry Financial Services
Experience
Academy of Finance HCPSS   2011 - Present
NAMI-Howard County   August 2010 - Present
RW Investment Strategies   January 2010 - Present
Howard Community College  September 2000 - Present
Howard County Financial Education Alliance   2010 - 2011
Baltimore-Washington Financial Advisors   March 2007 - October 2009
ASB Capital Management  June 1986 - January 2000
Union Labor Life Insurance Company  March 1982 - June 1984
United Mine Workers of America Health & Retirement Funds   March 1980 - March 1982

Skills
Fixed Income, Investments, Financial Advisory, Banking, Portfolio Management, Management, Investment Management, Strategic Financial..., Finance, Financial Analysis, Retirement Planning, Accounting, Economics

Education
University of Maryland, College Park   1978 — 1979
masters, economics

Howard Community College

Joseph Manfredi Joseph Manfredi Columbia, Maryland Details
Joseph Manfredi's Baltimore-Washington Financial Advisors Experience June 2015 - Present
Job COO, Senior Portfolio Manager at BaltimoreWashington Financial Advisors
Industry Financial Services
Experience
Baltimore-Washington Financial Advisors   June 2015 - Present
Wells Fargo Advisors, LLC  2009 - May 2015
UBS Wealth Management  2001 - 2009
Prudential Securities  1993 - 2001
Merrill Lynch  1986 - 1993

Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Wealth Management, Virginia Insurance..., Series 8, Investments, Portfolio Management

Education
Fordham University - Graduate School of Business Administration   1988 — 1991
MBA, Finance

Fordham University   1982 — 1986
BS, Finance/Economics

jumanfredi@msn.com

Mike Couch Mike Couch Baltimore, Maryland Area Details
Mike Couch's Baltimore-Washington Financial Advisors Experience September 2009 - May 2010
Job Executive Director, MakingChange
Industry Financial Services
Experience
MakingChange - Financial Wellness Programs   June 2012 - Present
Leadership Howard County  September 2013 - June 2014
Howard County Tennis Patrons   August 2010 - May 2012
Baltimore-Washington Financial Advisors   September 2009 - May 2010
Baltimore-Washington Financial Advisors   December 2008 - September 2009
Geier Financial Group   October 2001 - January 2008
America Online  November 1996 - January 2001
America Online  March 1996 - November 1996
General Electric  July 1982 - March 1996

Skills
Fundraising, Program Management, Strategic Financial..., Financial Analysis, Finance, Business Planning, Analysis, Teaching, Nonprofits, Public Speaking, Community Outreach, Tax, Program Development, Leadership, Community Development, Event Planning, Retirement Planning, Investments, Estate Planning, Wealth Management

Education
Loyola College in Maryland   1989 — 1991
XMBA, Business Administration and Management, General

University of Massachusetts at Amherst - Isenberg School of Management   1978 — 1982
Bachelor of Business Administration (BBA), Finance

Sunil Reddy, CPA, CFA Sunil Reddy, CPA, CFA Washington D.C. Metro Area Details
Sunil Reddy, CPA, CFA's Baltimore-Washington Financial Advisors Experience 2011 - 2012
Job Finance Professional
Industry Financial Services
Experience
Management CV   2014 - 2014
Baltimore-Washington Financial Advisors   2011 - 2012
The Oakleaf Group  2010 - 2011
Fredie Mac   2008 - 2009
Coventry Health Care  2006 - 2008
USA Mobility  2004 - 2006
Duke Energy Corporation  2002 - 2003
Arthur Andersen, LLP  2000 - 2002
Maggart & Associates, PC   1994 - 1999
First Southern Trust Company   1993 - 1994

Skills
Tax Accounting, Financial Analysis, Corporate Tax, Financial Modeling, Financial Reporting, SEC filings, Due Diligence, Portfolio Management, Strategic Financial..., Finance, Investments, CPA, Sarbanes-Oxley Act, Valuation, US GAAP, Mergers & Acquisitions, Internal Controls, Mutual Funds, Tax, Business Valuation, Private Equity, Corporate Finance, Wealth Management, Asset Management, Hedge Funds, Accounting, GAAP, Managerial Finance, Auditing, Financial Accounting, Investment Management, Cash Management, Sarbanes-Oxley, Financial Services, Income Tax, High Net Worth..., Bloomberg, Restructuring, Asset Allocation, Equities, Alternative Investments, Financial Planning

Education
Haslam College of Business at the University of Tennessee   1992 — 1993
MAcc, Taxation

Haslam College of Business at the University of Tennessee   1988 — 1991
B.S, Accounting

Tullahoma High School   1984 — 1988
HS, College Prep

Mitchell Smallwood Mitchell Smallwood Baltimore, Maryland Area Details
Mitchell Smallwood's Baltimore-Washington Financial Advisors Experience July 2010 - March 2012
Job Experienced Project Control Analyst
Industry Government Administration
Experience
The Johns Hopkins University Applied Physics Laboratory  August 2015 - Present
Leidos  April 2012 - August 2015
Merriweather Post Pavilion  April 2007 - February 2013
Baltimore-Washington Financial Advisors   July 2010 - March 2012
Towson University Investment Group [Formerly Wall Street Investors' Investment Club (WiiC)]   March 2008 - May 2011
Office Depot  June 2008 - December 2008

Skills
Urban Economics, Economics, PowerPoint, Research, Microsoft Excel, Analysis, Financial Analysis, Project Management, Forecasting, Process Improvement, Time Management, Budgets, Earned Value Management, Investments

Education
Towson University   2007 — 2011
B.S., Economics

Thad Ismart, CFP® Thad Ismart, CFP® Baltimore, Maryland Area Details
Thad Ismart, CFP®'s Baltimore-Washington Financial Advisors Experience February 2013 - Present
Job Senior Financial Planner at Baltimore Washington Financial Advisors
Industry Financial Services
Experience
Baltimore Washington Financial Advisors  February 2013 - Present
Planning Solutions Group LLC  March 2012 - February 2013
Merrill Lynch  March 2011 - March 2012
Morgan Stanley Smith Barney  April 2007 - March 2011
T. Rowe Price  October 2005 - April 2007

Skills
Wealth Management, Options, Tax, Business Planning, Economics, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Allocation, Investments, Series 7, Investment Strategies, 401k, Insurance, Securities, Fixed Annuities, Uniform Combined State..., Finance

Education
College for Financial Planning   2008 — 2010
CFP, Financial Planning

University of Maryland Baltimore County   2002 — 2005
B.A, Economics

Chris Kelly, CPA, CFP® Chris Kelly, CPA, CFP® Washington D.C. Metro Area Details
Chris Kelly, CPA, CFP®'s Baltimore-Washington Financial Advisors Experience October 2009 - Present
Job Financial Advisor & Portfolio Manager at BaltimoreWashington Financial Advisors
Industry Financial Services
Experience
Baltimore-Washington Financial Advisors   October 2009 - Present
Accounting & Financial Services Firms   2001 - 2008

Skills
Wealth Management, Financial Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Investment Management, Asset Management, Asset Allocation, High Net Worth..., 401k, Certified Financial..., CPA, Personal Financial..., Registered Investment...

Education
The George Washington University - School of Business
Master's Degree, Accounting

University of Maryland - Robert H. Smith School of Business
Bachelor's Degree, Finance

Bishop Walsh High School

Benjamin Dorsey, CPA, CFP®, MST, CDFA™ Benjamin Dorsey, CPA, CFP®, MST, CDFA™ Columbia, Maryland Details
Benjamin Dorsey, CPA, CFP®, MST, CDFA™'s Baltimore-Washington Financial Advisors Experience January 2014 - Present
Job Director of Tax Services at Baltimore Washington Financial Advisors
Industry Financial Services
Experience
Baltimore Washington Financial Advisors  January 2014 - Present
McGladrey  August 2012 - December 2013
Snyder Cohn  January 2006 - July 2012

Skills
Estate Administration, Gift Tax, Personal Income Tax..., Fiduciary Tax, Tax, Estate Planning, High Net Worth..., Tax Preparation, Strategic Financial..., Tax Advisory, Financial Advisory, Finance, Investment Management, Wealth Management..., Retirement, Partnership Taxation, ProSystem fx Tax, Income Tax, CPA, Tax Research, Corporate Tax, GAAP, Tax Accounting, US Tax, Financial Statements, Certified Financial..., Personal Financial..., Accounting, Trusts, Financial Reporting, Financial Accounting, Financial Analysis, Tax Returns, Wealth Management

Education
University of Baltimore School of Law   2008 — 2011
MST, Taxation

Towson University
Bachelor, Accounting

Joseph A. Caputo Joseph A. Caputo Baltimore, Maryland Area Details
Joseph A. Caputo's Baltimore-Washington Financial Advisors Experience September 2012 - Present
Job Chief Information Officer & Associate Portfolio Manager at Baltimore Washington Financial Advisors
Industry Investment Management
Experience
Baltimore Washington Financial Advisors  September 2012 - Present
Wells Fargo Advisors, LLC.   July 2007 - September 2012
T.Rowe Price  March 2006 - July 2007
CoreStar Financial Group  2004 - 2006

Skills
Financial Advisory, Investment Advisory..., Wealth Management, Asset Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Services, Estate Planning, High Net Worth..., Redtail CRM, Series 7, 9&10, 63, 65,..., 401k, SEO

Education
Frostburg State University   2001 — 2004
Bachelor of Science, Political Science

Strayer University-Maryland

Susan Frillman Susan Frillman Baltimore, Maryland Area Details
Susan Frillman's Baltimore-Washington Financial Advisors Experience October 2008 - August 2010
Job Associate, Associate VicePresident at Harbor Investment Advisory, LLC
Industry Financial Services
Experience
Harbor Investment Advisory, LLC   September 2010 - Present
Baltimore-Washington Financial Advisors   October 2008 - August 2010

Education
Elon University   1997 — 2001
BS, Sports Medicine