Baltimore-Washington Financial Advisors
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.
Baltimore-Washington Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Baltimore-Washington Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Baltimore-Washington Financial Advisors Salaries. You can even request information on how much does Baltimore-Washington Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for Baltimore-Washington Financial Advisors 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!
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Harbor Investment Advisory, LLC September 2010 - Present
Baltimore-Washington Financial Advisors October 2008 - August 2010
Education
Elon University 1997 — 2001
BS, Sports Medicine