Beirne Wealth Consulting (BWC)
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Beirne Wealth Consulting (BWC) Employees
Employee
Years
Job
Industry
Keith Olson Keith Olson's Beirne Wealth Consulting (BWC) Experience January 2015 - Present
Job Managing Director at Beirne Wealth Consulting (BWC)
Industry Investment Management
Experience
Beirne Wealth Consulting (BWC) January 2015 - Present
Environmental Investment Services Asia Ltd. July 2009 - January 2015
Bowen Capital Management March 2003 - August 2009
Caisse de dépôt et placement du Québec April 1995 - December 2002
Skills
Financial Modeling, Corporate Finance, Capital Markets, Valuation, Financial Analysis, Equities, Portfolio Management, Strategic Planning, Trading
Education
University of Nebraska at Omaha 1983 — 1985
MBA, International Business
CFA
Beirne Wealth Consulting (BWC) January 2015 - Present
Environmental Investment Services Asia Ltd. July 2009 - January 2015
Bowen Capital Management March 2003 - August 2009
Caisse de dépôt et placement du Québec April 1995 - December 2002
Skills
Financial Modeling, Corporate Finance, Capital Markets, Valuation, Financial Analysis, Equities, Portfolio Management, Strategic Planning, Trading
Education
University of Nebraska at Omaha 1983 — 1985
MBA, International Business
CFA
Richard (JR) DeFrancesco Richard (JR) DeFrancesco's Beirne Wealth Consulting (BWC) Experience October 2012 - Present
Job Director of Institutional Relations at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) October 2012 - Present
Mercer Investments July 2011 - October 2012
Evaluation Associates August 2004 - June 2011
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Fund Of Funds, Equities, Investments, Asset Management, Fixed Income, Bloomberg, Portfolio Management, Investment Strategies, Mutual Funds, Emerging Markets, Private Equity, Investment Management, Capital Markets, Investor Relations, Institutional..., Financial Services, Financial Analysis
Education
Quinnipiac University 1999 — 2003
Bachelor of Science (BS), Finance, General
Beirne Wealth Consulting (BWC) October 2012 - Present
Mercer Investments July 2011 - October 2012
Evaluation Associates August 2004 - June 2011
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Fund Of Funds, Equities, Investments, Asset Management, Fixed Income, Bloomberg, Portfolio Management, Investment Strategies, Mutual Funds, Emerging Markets, Private Equity, Investment Management, Capital Markets, Investor Relations, Institutional..., Financial Services, Financial Analysis
Education
Quinnipiac University 1999 — 2003
Bachelor of Science (BS), Finance, General
Jim Betzig Jim Betzig's Beirne Wealth Consulting (BWC) Experience January 2012 - Present
Job COO at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) January 2012 - Present
Merrill Lynch January 1994 - January 2012
Skills
Business Development, Strategic Planning, New Business Development, Operations Management, Management Consulting
Education
Trinity College-Hartford 1991 — 1994
Bachelor of Arts (BA), Economics and History
Beirne Wealth Consulting (BWC) January 2012 - Present
Merrill Lynch January 1994 - January 2012
Skills
Business Development, Strategic Planning, New Business Development, Operations Management, Management Consulting
Education
Trinity College-Hartford 1991 — 1994
Bachelor of Arts (BA), Economics and History
Christopher Englebert Christopher Englebert's Beirne Wealth Consulting (BWC) Experience January 2014 - Present
Job Managing Director at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) January 2014 - Present
Morgan Stanley December 1983 - January 2014
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Equities, Mutual Funds, Asset Management, Asset Allocation, Management, Strategic Planning
Education
University of Minnesota-Twin Cities 1978 — 1981
Bachelor of Arts (B.A.), Agricultural Economics
University of Minnesota-Twin Cities 1977 — 1981
Bachelors of Science in Business, Minor in Economics, Business and Economics
Beirne Wealth Consulting (BWC) January 2014 - Present
Morgan Stanley December 1983 - January 2014
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Equities, Mutual Funds, Asset Management, Asset Allocation, Management, Strategic Planning
Education
University of Minnesota-Twin Cities 1978 — 1981
Bachelor of Arts (B.A.), Agricultural Economics
University of Minnesota-Twin Cities 1977 — 1981
Bachelors of Science in Business, Minor in Economics, Business and Economics
Lise M. Robinson, CFP® Lise M. Robinson, CFP®'s Beirne Wealth Consulting (BWC) Experience September 2014 - Present
Job Senior Wealth Advisor at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) September 2014 - Present
Oppenheimer & Co. Inc. January 2011 - September 2014
Wells Fargo Advisors December 2001 - May 2010
Skills
Investments, Retirement Planning
Education
Fairfield University
MBA
Beirne Wealth Consulting (BWC) September 2014 - Present
Oppenheimer & Co. Inc. January 2011 - September 2014
Wells Fargo Advisors December 2001 - May 2010
Skills
Investments, Retirement Planning
Education
Fairfield University
MBA
Daniel Reitz's Beirne Wealth Consulting (BWC) Experience January 2014 - Present
Job Managing Director at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) January 2014 - Present
Morgan Stanley June 2009 - January 2014
Citigroup Global Markets July 1993 - May 2009
Education
Furman University 1982 — 1985
Bachelor of Arts (B.A.), Economics and Business Administration
Beirne Wealth Consulting (BWC) January 2014 - Present
Morgan Stanley June 2009 - January 2014
Citigroup Global Markets July 1993 - May 2009
Education
Furman University 1982 — 1985
Bachelor of Arts (B.A.), Economics and Business Administration
Dana McLaughlin, CFP®, C(k)P® Dana McLaughlin, CFP®, C(k)P®'s Beirne Wealth Consulting (BWC) Experience March 2013 - Present
Job Senior Wealth Advisor at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) March 2013 - Present
Wells Fargo Advisors, LLC September 2005 - March 2013
A.G. Edwards September 2005 - December 2008
Symphony Properties March 2000 - September 2005
Skills
Certified Financial..., Retirement Planning, Retirement Benefits, Estate Planning..., Multi-generational..., Investments, Tactical Asset..., Portfolio Management, Behavioral Finance, Emotional Intelligence
Education
Northeastern University 1996 — 2001
B.S., Finance and Insurance, Summa Cum Laude
Beirne Wealth Consulting (BWC) March 2013 - Present
Wells Fargo Advisors, LLC September 2005 - March 2013
A.G. Edwards September 2005 - December 2008
Symphony Properties March 2000 - September 2005
Skills
Certified Financial..., Retirement Planning, Retirement Benefits, Estate Planning..., Multi-generational..., Investments, Tactical Asset..., Portfolio Management, Behavioral Finance, Emotional Intelligence
Education
Northeastern University 1996 — 2001
B.S., Finance and Insurance, Summa Cum Laude
Vivian Phelan's Beirne Wealth Consulting (BWC) Experience May 2012 - August 2013
Job Admissions Assistant
Industry Education Management
Experience
Simmons College January 2015 - Present
Workbridge Associates October 2014 - December 2014
The Inn at Stonecliffe May 2014 - October 2014
Haunts of Mackinac May 2014 - October 2014
Southern Connecticut State University February 2014 - July 2014
Yale University Careers January 2014 - May 2014
Yale Positive Emotion and Psychopathology Lab January 2013 - August 2013
Beirne Wealth Consulting (BWC) May 2012 - August 2013
WSIN Radio June 2012 - December 2012
Kid's Town, LLC January 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, SPSS, Event Planning, Psychology, Social Networking
Education
Simmons College - Simmons School of Management 2015 — 2018
Master of Business Administration (MBA)
Southern Connecticut State University 2010 — 2014
Bachelor of Arts (BA), Clinical Psychology
Radboud Universiteit Nijmegen 2013 — 2014
n/a, Clinical Psychology
Simmons College January 2015 - Present
Workbridge Associates October 2014 - December 2014
The Inn at Stonecliffe May 2014 - October 2014
Haunts of Mackinac May 2014 - October 2014
Southern Connecticut State University February 2014 - July 2014
Yale University Careers January 2014 - May 2014
Yale Positive Emotion and Psychopathology Lab January 2013 - August 2013
Beirne Wealth Consulting (BWC) May 2012 - August 2013
WSIN Radio June 2012 - December 2012
Kid's Town, LLC January 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, SPSS, Event Planning, Psychology, Social Networking
Education
Simmons College - Simmons School of Management 2015 — 2018
Master of Business Administration (MBA)
Southern Connecticut State University 2010 — 2014
Bachelor of Arts (BA), Clinical Psychology
Radboud Universiteit Nijmegen 2013 — 2014
n/a, Clinical Psychology
Marissa Vizziello Marissa Vizziello's Beirne Wealth Consulting (BWC) Experience May 2013 - August 2013
Job Suffolk Law Student
Industry Financial Services
Experience
Stifel Nicolaus January 2014 - May 2015
Jimmies of Savin Rock October 2006 - December 2013
Beirne Wealth Consulting (BWC) May 2013 - August 2013
Waterbury State's Attorney's Office January 2012 - May 2012
New Haven State's Attorney's Office August 2011 - December 2011
Skills
Criminal Law, Legal Research, CRM
Education
Quinnipiac University 2010 — 2013
Bachelor of Arts (B.A.), Criminal Justice
Stifel Nicolaus January 2014 - May 2015
Jimmies of Savin Rock October 2006 - December 2013
Beirne Wealth Consulting (BWC) May 2013 - August 2013
Waterbury State's Attorney's Office January 2012 - May 2012
New Haven State's Attorney's Office August 2011 - December 2011
Skills
Criminal Law, Legal Research, CRM
Education
Quinnipiac University 2010 — 2013
Bachelor of Arts (B.A.), Criminal Justice
Cristina (Arduini) Moalli Cristina (Arduini) Moalli's Beirne Wealth Consulting (BWC) Experience January 2014 - Present
Job Director of Defined Contribution Plans at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) January 2014 - Present
Beirne Wealth Consulting (BWC) January 2012 - Present
Merrill Lynch September 2007 - January 2012
Skills
Management, 401k
Education
Quinnipiac University 2003 — 2007
Bachelor's Degree, Business
Beirne Wealth Consulting (BWC) January 2014 - Present
Beirne Wealth Consulting (BWC) January 2012 - Present
Merrill Lynch September 2007 - January 2012
Skills
Management, 401k
Education
Quinnipiac University 2003 — 2007
Bachelor's Degree, Business
Jerilyn Shannon Jerilyn Shannon's Beirne Wealth Consulting (BWC) Experience April 2013 - Present
Job Compliance Officer at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) April 2013 - Present
Mercer Investment Consulting July 2011 - April 2013
Evaluation Associates October 1996 - June 2011
American Signature 1994 - 1996
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investments
Education
Sacred Heart University 1994 — 1997
MBA, Finance
Bryant College 1989 — 1993
BS, Applied Actuarial Mathematics
Beirne Wealth Consulting (BWC) April 2013 - Present
Mercer Investment Consulting July 2011 - April 2013
Evaluation Associates October 1996 - June 2011
American Signature 1994 - 1996
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investments
Education
Sacred Heart University 1994 — 1997
MBA, Finance
Bryant College 1989 — 1993
BS, Applied Actuarial Mathematics
Jeff Giantonio AIF®, CRPC® Jeff Giantonio AIF®, CRPC®'s Beirne Wealth Consulting (BWC) Experience July 2015 - Present
Job Managing Director, Retirement Consultant at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) July 2015 - Present
Ridgeline Financial Partners June 2013 - July 2015
Merrill Lynch March 2010 - June 2013
Paychex 401k March 2009 - March 2010
PLANCO October 2006 - November 2008
Hartford Life August 2004 - November 2006
Hartford Life June 2001 - August 2004
Skills
Retirement Planning, IRAs, 401k Rollovers, Mutual Funds, 401k, Estate Planning, Wealth Management..., Life Insurance, Retirement, Financial Advisory, Financial Services, Qualified Retirement..., Disability Insurance, Retirement Plan..., Portfolio Management, Insurance, Series 63, Financial Planners, Leadership, Investments, Non-Qualified Deferred..., Long Term Care Insurance, Sales, Fixed Annuities, Series 7, Finance, Series 6, Holistic Financial..., Business Planning, Transition Planning, Wealth Preservation..., Asset Protection, Term Life Insurance, Index Funds, RIA, insurance planning
Education
Mount Ida College 1991 — 1993
Business
Beirne Wealth Consulting (BWC) July 2015 - Present
Ridgeline Financial Partners June 2013 - July 2015
Merrill Lynch March 2010 - June 2013
Paychex 401k March 2009 - March 2010
PLANCO October 2006 - November 2008
Hartford Life August 2004 - November 2006
Hartford Life June 2001 - August 2004
Skills
Retirement Planning, IRAs, 401k Rollovers, Mutual Funds, 401k, Estate Planning, Wealth Management..., Life Insurance, Retirement, Financial Advisory, Financial Services, Qualified Retirement..., Disability Insurance, Retirement Plan..., Portfolio Management, Insurance, Series 63, Financial Planners, Leadership, Investments, Non-Qualified Deferred..., Long Term Care Insurance, Sales, Fixed Annuities, Series 7, Finance, Series 6, Holistic Financial..., Business Planning, Transition Planning, Wealth Preservation..., Asset Protection, Term Life Insurance, Index Funds, RIA, insurance planning
Education
Mount Ida College 1991 — 1993
Business
Jeff Bradanini, MBA Jeff Bradanini, MBA's Beirne Wealth Consulting (BWC) Experience September 2015 - Present
Job Director of Marketing at Beirne Wealth Consulting (BWC)
Industry Marketing and Advertising
Experience
Beirne Wealth Consulting (BWC) September 2015 - Present
Beirne Wealth Consulting (BWC) September 2014 - Present
MoGo Sport May 2011 - September 2014
Pro-TEC Tool & Equipment Coverage May 2010 - May 2011
RXinnovate Consulting July 2010 - January 2011
Amity Wine & Spirit Co September 2009 - September 2010
Skills
Marketing, Online Marketing, Digital Marketing, Social Networking, Marketing Strategy, Blogging, Leadership, Sales, Event Planning, Social Media Marketing, CRM, Sports Marketing, Online Advertising, Email Marketing, SEO, Website Optimzation, Google Adwords, Google Analytics, Facebook, Linkedin Marketing, Twitter, Google+, YouTube, Public Relations
Education
Sacred Heart University 2009 — 2011
MBA, Marketing
Sacred Heart University 2005 — 2009
BA, Business
North Haven High School
North Haven High School
Beirne Wealth Consulting (BWC) September 2015 - Present
Beirne Wealth Consulting (BWC) September 2014 - Present
MoGo Sport May 2011 - September 2014
Pro-TEC Tool & Equipment Coverage May 2010 - May 2011
RXinnovate Consulting July 2010 - January 2011
Amity Wine & Spirit Co September 2009 - September 2010
Skills
Marketing, Online Marketing, Digital Marketing, Social Networking, Marketing Strategy, Blogging, Leadership, Sales, Event Planning, Social Media Marketing, CRM, Sports Marketing, Online Advertising, Email Marketing, SEO, Website Optimzation, Google Adwords, Google Analytics, Facebook, Linkedin Marketing, Twitter, Google+, YouTube, Public Relations
Education
Sacred Heart University 2009 — 2011
MBA, Marketing
Sacred Heart University 2005 — 2009
BA, Business
North Haven High School
North Haven High School
Vincent Santorella, MBA's Beirne Wealth Consulting (BWC) Experience June 2012 - January 2015
Job Sales Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group August 2015 - Present
Beirne Wealth Consulting (BWC) June 2012 - January 2015
University Elite October 2011 - June 2012
Frontier Communications May 2011 - August 2011
Tau Kappa Epsilon Fraternity January 2010 - December 2010
TMC May 2010 - August 2010
Skills
Entrepreneurship, Marketing, Strategy, Sales, Business Development, Finance, Web Analytics, Microsoft Excel, Business Process..., Research, Writing
Education
Quinnipiac University - School of Business 2011 — 2012
Master of Business Administration (MBA)
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (BS), Entrepreneurship and Small Business Management, Marketing, Cum Laude
Eze Software Group August 2015 - Present
Beirne Wealth Consulting (BWC) June 2012 - January 2015
University Elite October 2011 - June 2012
Frontier Communications May 2011 - August 2011
Tau Kappa Epsilon Fraternity January 2010 - December 2010
TMC May 2010 - August 2010
Skills
Entrepreneurship, Marketing, Strategy, Sales, Business Development, Finance, Web Analytics, Microsoft Excel, Business Process..., Research, Writing
Education
Quinnipiac University - School of Business 2011 — 2012
Master of Business Administration (MBA)
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (BS), Entrepreneurship and Small Business Management, Marketing, Cum Laude
Caitlin Ganguzza's Beirne Wealth Consulting (BWC) Experience May 2014 - August 2014
Job Associate Insurance Account Executive at ADP
Industry Health, Wellness and Fitness
Experience
Pyramid Healthcare, Inc. May 2015 - July 2015
Beirne Wealth Consulting (BWC) May 2014 - August 2014
Christina Lawrence DMD May 2012 - August 2013
Rascal's Food & Fun January 2009 - August 2011
Skills
Communication, Organization Skills, Leadership, Public Speaking, Public Health, Group Work, Health Education, Healthcare, Time Management, Time & Attendance, Customer Experience, Client Relations, Customer Service, Customer Satisfaction, Sales Promotion, Social Media, Social Media Marketing, Social Networking, Social Skills, Data Analysis, English, Fundraising, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Writing
Education
James Madison University 2011 — 2015
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
Pyramid Healthcare, Inc. May 2015 - July 2015
Beirne Wealth Consulting (BWC) May 2014 - August 2014
Christina Lawrence DMD May 2012 - August 2013
Rascal's Food & Fun January 2009 - August 2011
Skills
Communication, Organization Skills, Leadership, Public Speaking, Public Health, Group Work, Health Education, Healthcare, Time Management, Time & Attendance, Customer Experience, Client Relations, Customer Service, Customer Satisfaction, Sales Promotion, Social Media, Social Media Marketing, Social Networking, Social Skills, Data Analysis, English, Fundraising, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Writing
Education
James Madison University 2011 — 2015
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
John Vento John Vento's Beirne Wealth Consulting (BWC) Experience August 2014 - December 2014
Job Audit Associate, Banking and Capital Markets at PwC
Industry Financial Services
Experience
PwC August 2015 - Present
Beirne Wealth Consulting (BWC) August 2014 - December 2014
S3 Partners June 2014 - August 2014
HD Vest Financial Services August 2011 - June 2014
John J Vento CPA, PC January 2008 - June 2014
Skills
Finance, Accounting, Financial Statements, Financial Analysis, Microsoft Excel, Account Reconciliation, Auditing, Financial Accounting, QuickBooks, Bank Reconciliation, Investments, Tax, Risk Management, Asset Management, Financial Reporting, Microsoft Word, Teamwork
Education
Quinnipiac University - School of Business 2011 — 2015
Bachelor's degree, Accounting and Finance, 3.6/4.0
PwC August 2015 - Present
Beirne Wealth Consulting (BWC) August 2014 - December 2014
S3 Partners June 2014 - August 2014
HD Vest Financial Services August 2011 - June 2014
John J Vento CPA, PC January 2008 - June 2014
Skills
Finance, Accounting, Financial Statements, Financial Analysis, Microsoft Excel, Account Reconciliation, Auditing, Financial Accounting, QuickBooks, Bank Reconciliation, Investments, Tax, Risk Management, Asset Management, Financial Reporting, Microsoft Word, Teamwork
Education
Quinnipiac University - School of Business 2011 — 2015
Bachelor's degree, Accounting and Finance, 3.6/4.0
Ken Kito's Beirne Wealth Consulting (BWC) Experience January 2014 - July 2015
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Beirne Wealth Consulting (BWC) January 2014 - July 2015
GE Capital June 2012 - August 2012
GE May 2011 - August 2011
Quinnipiac University August 2010 - April 2011
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelors of science, Cum Laude, Finance and Economics
Merrill Lynch August 2015 - Present
Beirne Wealth Consulting (BWC) January 2014 - July 2015
GE Capital June 2012 - August 2012
GE May 2011 - August 2011
Quinnipiac University August 2010 - April 2011
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelors of science, Cum Laude, Finance and Economics