CIC Wealth
Industry: Company
DescriptionSubsidiary: Cic Wealth, LLC, Asset Management Arm
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CIC Wealth Employees
Employee
Years
Job
Industry
Jeanette Weiland Jeanette Weiland's CIC Wealth Experience March 2009 - January 2015
Job Ochsner Health System, Finance
Industry Hospital & Health Care
Experience
Ochsner Health System July 2015 - Present
CIC Wealth March 2009 - January 2015
UBS Wealth Management 2008 - 2009
Capital One 2006 - 2008
Skills
Wealth Management, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Strategic Planning, Financial Services, IRAs, Defined Benefit, Defined Contribution, Securities, Insurance, Series 7, Investment Advisory
Education
University of New Orleans 2004 — 2006
Master of Business Administration (M.B.A.)
University of New Orleans 2004 — 2006
Master of Arts (M.A.), Arts Administration
Louisiana State University and Agricultural and Mechanical College 1998 — 2002
Bachelor of Science (B.S.), International Trade and Finance
Ochsner Health System July 2015 - Present
CIC Wealth March 2009 - January 2015
UBS Wealth Management 2008 - 2009
Capital One 2006 - 2008
Skills
Wealth Management, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Strategic Planning, Financial Services, IRAs, Defined Benefit, Defined Contribution, Securities, Insurance, Series 7, Investment Advisory
Education
University of New Orleans 2004 — 2006
Master of Business Administration (M.B.A.)
University of New Orleans 2004 — 2006
Master of Arts (M.A.), Arts Administration
Louisiana State University and Agricultural and Mechanical College 1998 — 2002
Bachelor of Science (B.S.), International Trade and Finance
Jaimee Wibberley's CIC Wealth Experience September 2008 - Present
Job Client Relations Manager at CIC Wealth
Industry Financial Services
Experience
CIC Wealth September 2008 - Present
C-SPAN June 1994 - December 2000
Education
Indiana University Bloomington 2000 — 2004
Telecommunications, TV Production
CIC Wealth September 2008 - Present
C-SPAN June 1994 - December 2000
Education
Indiana University Bloomington 2000 — 2004
Telecommunications, TV Production
Amanda Hoy Amanda Hoy's CIC Wealth Experience February 2014 - Present
Job Client Service Administrator at CIC Wealth
Industry Financial Services
Experience
CIC Wealth February 2014 - Present
Private September 2012 - Present
ESF Summer Camps June 2013 - August 2013
ESF Summer Camps June 2009 - January 2012
Wootton High School September 2004 - February 2008
Skills
Customer Service, Staff Development, Academic Tutoring, Organization, Microsoft Office, Social Media, Office Management
Education
James Madison University 2008 — 2012
Thomas S. Wootton High School 2004 — 2008
CIC Wealth February 2014 - Present
Private September 2012 - Present
ESF Summer Camps June 2013 - August 2013
ESF Summer Camps June 2009 - January 2012
Wootton High School September 2004 - February 2008
Skills
Customer Service, Staff Development, Academic Tutoring, Organization, Microsoft Office, Social Media, Office Management
Education
James Madison University 2008 — 2012
Thomas S. Wootton High School 2004 — 2008
Satish Survanshi CFP® AIF® Satish Survanshi CFP® AIF®'s CIC Wealth Experience January 2010 - Present
Job Managing Director at CIC Wealth
Industry Financial Services
Experience
CIC Wealth January 2010 - Present
Morgan Stanley August 1981 - January 2010
Booz Allen Hamilton August 1976 - August 1981
Skills
Wealth Management, Investments, Securities, Financial Services, Wealth, Management, FINRA, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Management, Series 7
Education
Massachusetts Institute of Technology 1970 — 1972
Master's degree, Mechanical Engineering
College for Financial Planning 1983 — 1984
Certified Financial Planner, Financial Planning
College of Engineering Pune 1965 — 1969
Bachelor's degree, Mechanical Engineering
CIC Wealth January 2010 - Present
Morgan Stanley August 1981 - January 2010
Booz Allen Hamilton August 1976 - August 1981
Skills
Wealth Management, Investments, Securities, Financial Services, Wealth, Management, FINRA, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Management, Series 7
Education
Massachusetts Institute of Technology 1970 — 1972
Master's degree, Mechanical Engineering
College for Financial Planning 1983 — 1984
Certified Financial Planner, Financial Planning
College of Engineering Pune 1965 — 1969
Bachelor's degree, Mechanical Engineering
Jonathan Kalin's CIC Wealth Experience June 2015 - Present
Job Summer Financial Analyst at CIC Wealth
Industry Nonprofit Organization Management
Experience
CIC Wealth June 2015 - Present
The Color My World Project January 2010 - Present
The National Campaign to Prevent Teen and Unplanned Pregnancy September 2011 - 2013
Skills
Engaging Public Speaker, Social Entrepreneurship, Innovator, Teaching, Community Outreach, Adolescents, Networking, Social Networking, Video Editing, Fundraising, Nonprofits, Social Media, Public Speaking, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA) In Progress, Junior
The Field School 2006 — 2012
CIC Wealth June 2015 - Present
The Color My World Project January 2010 - Present
The National Campaign to Prevent Teen and Unplanned Pregnancy September 2011 - 2013
Skills
Engaging Public Speaker, Social Entrepreneurship, Innovator, Teaching, Community Outreach, Adolescents, Networking, Social Networking, Video Editing, Fundraising, Nonprofits, Social Media, Public Speaking, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA) In Progress, Junior
The Field School 2006 — 2012
Blair Cross Blair Cross's CIC Wealth Experience June 2014 - Present
Job Client Relations Manager at CIC Wealth
Industry Financial Services
Experience
CIC Wealth June 2014 - Present
SciQuest August 2013 - July 2014
Check-in for Good June 2013 - September 2013
Prometheus Sports February 2013 - July 2013
The Washington Nationals May 2012 - October 2012
Monumental Sports & Entertainment December 2011 - August 2012
lululemon athletica July 2011 - December 2011
Leading Authorities January 2011 - May 2011
Skills
Event Planning, Sports Marketing, Sports Management, Event Management, Social Media, Facebook, Sponsorship, Sports, Social Media Marketing, Press Releases, Public Relations, Public Speaking, PowerPoint, Media Relations, Social Networking, Microsoft Office, Marketing, Marketing Communications, Fundraising, Editing, Coaching, Publicity, New Business Development, Sponsorship Activation, Management, Lead Generation, Nonprofits, Community Outreach, Leadership, Research, Marketing Strategy, Email Marketing
Education
Georgetown University 2011 — 2012
Master's degree, Sports Industry Management: Marketing, Communication & New Media
University of Maryland College Park 2007 — 2011
Bachelor of Arts and Humanities, Communication: Social Influence
Ravenscroft School 2003 — 2007
CIC Wealth June 2014 - Present
SciQuest August 2013 - July 2014
Check-in for Good June 2013 - September 2013
Prometheus Sports February 2013 - July 2013
The Washington Nationals May 2012 - October 2012
Monumental Sports & Entertainment December 2011 - August 2012
lululemon athletica July 2011 - December 2011
Leading Authorities January 2011 - May 2011
Skills
Event Planning, Sports Marketing, Sports Management, Event Management, Social Media, Facebook, Sponsorship, Sports, Social Media Marketing, Press Releases, Public Relations, Public Speaking, PowerPoint, Media Relations, Social Networking, Microsoft Office, Marketing, Marketing Communications, Fundraising, Editing, Coaching, Publicity, New Business Development, Sponsorship Activation, Management, Lead Generation, Nonprofits, Community Outreach, Leadership, Research, Marketing Strategy, Email Marketing
Education
Georgetown University 2011 — 2012
Master's degree, Sports Industry Management: Marketing, Communication & New Media
University of Maryland College Park 2007 — 2011
Bachelor of Arts and Humanities, Communication: Social Influence
Ravenscroft School 2003 — 2007
Mark Jutkowitz Mark Jutkowitz's CIC Wealth Experience January 2015 - Present
Job Financial Advisor at CIC Wealth
Industry Financial Services
Experience
CIC Wealth January 2015 - Present
ING Financial Partners August 2013 - December 2014
CrackBeetz.com May 2011 - May 2013
Stone Street Capital June 2012 - August 2012
SEA-simplysea.com July 2011 - June 2012
Madlax June 2009 - August 2011
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
CIC Wealth January 2015 - Present
ING Financial Partners August 2013 - December 2014
CrackBeetz.com May 2011 - May 2013
Stone Street Capital June 2012 - August 2012
SEA-simplysea.com July 2011 - June 2012
Madlax June 2009 - August 2011
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Timothy Schoeffler Timothy Schoeffler's CIC Wealth Experience March 2010 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
Ryan Wibberley Ryan Wibberley's CIC Wealth Experience March 1999 - Present
Job Chairman and CEO, CIC Wealth
Industry Financial Services
Experience
CIC Wealth March 1999 - Present
Legg Mason September 1994 - March 1999
Merrill Lynch January 1993 - September 1994
Skills
Investments, Wealth Management, Securities, Financial Services, Finance, Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Portfolio Management, Asset Management, Series 63, Investment Advisory, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Fellow, Executive Leadership
Towson University 1990 — 1993
Bachelor of Science, Economics
CIC Wealth March 1999 - Present
Legg Mason September 1994 - March 1999
Merrill Lynch January 1993 - September 1994
Skills
Investments, Wealth Management, Securities, Financial Services, Finance, Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Portfolio Management, Asset Management, Series 63, Investment Advisory, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Fellow, Executive Leadership
Towson University 1990 — 1993
Bachelor of Science, Economics
Frank Cappadora Frank Cappadora's CIC Wealth Experience June 2007 - Present
Job Managing Partner at CIC Wealth
Industry Financial Services
Experience
CIC Wealth June 2007 - Present
Harvest Investment Consultants May 2000 - June 2007
Skills
Portfolio Management, Investments, Wealth Management, Retirement Planning, Securities, Financial Services
Education
Towson University 1988 — 1993
Bachelor's degree, Finance, General
CIC Wealth June 2007 - Present
Harvest Investment Consultants May 2000 - June 2007
Skills
Portfolio Management, Investments, Wealth Management, Retirement Planning, Securities, Financial Services
Education
Towson University 1988 — 1993
Bachelor's degree, Finance, General
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