Comprehensive Investment Solutions, LLC

Industry: Company

Description

Founded: 2001 Subsidiary: Comprehensive Investment Solutions, Llc, Asset Management Arm

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Comprehensive Investment Solutions, LLC Employees

Employee
Years
Job
Industry
Cheyney Robertson Cheyney Robertson Greater New York City Area Details
Cheyney Robertson's Comprehensive Investment Solutions, LLC Experience July 2011 - September 2011
Job Underwriter at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance  July 2014 - Present
Wells Fargo Capital Finance  July 2012 - June 2014
Comprehensive Investment Solutions, LLC   July 2011 - September 2011
Wachovia, A Wells Fargo Company  June 2010 - September 2010
Arthur Ashe Youth Tennis and Education Center  May 2009 - June 2009

Skills
Morningstar, Bloomberg, Excel, Investments, Alternative Investments, Financial Analysis, Financial Modeling, Mutual Funds, Securities, Portfolio Management, Wealth Management, Investment Advisory, Strategic Financial..., Corporate Finance, Retirement Planning, Management, Business Analysis, Financial Reporting, Credit Analysis, Relationship Management, PowerPoint, Asset Allocation, Estate Planning, Bloomberg Terminal, Microsoft Excel

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2012
Bachelor of Science, Finance; Philosophy

Germantown Academy   2004 — 2008
High School

Barbara Glover Barbara Glover Greater Philadelphia Area Details
Barbara Glover's Comprehensive Investment Solutions, LLC Experience March 2012 - Present
Job Associate Planner at Comprehensive Investment Solutions, LLC
Industry Investment Management
Experience
Comprehensive Investment Solutions, LLC   March 2012 - Present
Comprehensive Investment Solutions, LLC   September 2007 - March 2012
Comprehensive Investment Solutions, LLC   March 2007 - September 2007
Comprehensive Investment Solutions, LLC   July 2005 - March 2007
Trinity Day School  September 2000 - May 2005

Skills
Financial Advisory, Retirement Planning, Relationship Management, Retirement, Financial Planners, Estate Planning, Financial Services, Strategic Financial..., 401k, Securities, Finance, Management, Trading, Microsoft Excel, Microsoft Word

Education
The College of New Jersey   1985 — 1987
Bachelor of Science (BS), Finance, General

Bucks County Community College   1983 — 1985

Dave Sherotski Dave Sherotski Greater Philadelphia Area Details
Dave Sherotski's Comprehensive Investment Solutions, LLC Experience January 2012 - July 2012
Job Financial Planning
Industry Financial Services
Experience
Harvest Group Financial   May 2013 - Present
Efficient Market Advisors, LLC   2012 - 2013
Comprehensive Investment Solutions, LLC   January 2012 - July 2012
Merrill Lynch  September 2009 - December 2011
TD Bank Group  May 2006 - September 2009

Skills
Mutual Funds, Securities, Fixed Annuities, Investments, Portfolio Management, Finance, Public Speaking, IRAs, Roth IRA, Series 63, Financial Services, Series 7

Education
Temple University   2001 — 2007
Bachelors, Business Administration

Jennifer A. Bouton, AWMA Jennifer A. Bouton, AWMA Greater Philadelphia Area Details
Jennifer A. Bouton, AWMA's Comprehensive Investment Solutions, LLC Experience December 2002 - August 2009
Job Senior VP of Supervision | Compliance and Risk Management
Industry Financial Services
Experience
Bank of America Merrill Lynch  November 2012 - Present
Bank of America Merrill Lynch  March 2011 - November 2012
CAM, Inc.   October 2009 - February 2011
Comprehensive Investment Solutions, LLC   December 2002 - August 2009
Janney Montgomery Scott, LLC  January 2000 - January 2002
Fiserv Securities Inc  January 1997 - January 2000
D.H. Blair & Co., Inc   January 1995 - January 1996

Skills
Series 7, Investments, Financial Services, Customer Service, Investment Banking, Securities, Strategic Financial..., Data Entry, File Management, Microsoft Office, Team Leadership, Mutual Funds, Portfolio Management, Series 63, Database Administration, Risk Management, Retirement Planning, Fundraising, Series 65, Options, FINRA, Executive Management, Management, series 9, series 10, Trading Operations, Investment Strategies, Financial Advisory, Wealth Management, Series 24, Equities, AWMA, Alternative Investments, Investment Advisory, Finance, Leadership, Financial Risk, Fixed Income, Trading, Asset Management, Asset Allocation

Education
College for Financial Planning   2014 — 2014
Accredited Wealth Management Advisor (AWMA)

Jones International University   2003 — 2007
BBA Corporate Finance

College for Financial Planning   2006 — 2007
Certificate

Cairn University   1992 — 1994
Associates

New England College of Business and Finance   2015 — 2016
Master’s Degree

Hal Margolit, CPA/MST, CGMA Hal Margolit, CPA/MST, CGMA Greater Philadelphia Area Details
Hal Margolit, CPA/MST, CGMA's Comprehensive Investment Solutions, LLC Experience September 2003 - September 2005
Job Tax Manager at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP  January 2012 - Present
Wouch Maloney and Company, LLP   November 2008 - January 2012
Shechtman Marks Devor, PC  September 2006 - November 2008
Drucker & Scaccetti, P.C.   September 1998 - September 2006
Comprehensive Investment Solutions, LLC   September 2003 - September 2005
Gross & Company   July 1995 - September 1998
Renzi Bernardi Suarez & Co.   December 1991 - July 1995
Berkowitz & Berkowitz, CPA's   December 1989 - December 1991
Drexel Burnham Lambert  1986 - 1989

Skills
Partnership and LLC Tax..., C Corporation Tax..., S Corporation Tax..., Tax Compliance &..., Family Office Operations, Estate and Gift Tax..., Trust Tax Compliance &..., Exempt Organization Tax..., Real Estate Transactions, Construction Tax..., Risk Management, Tax Preparation, Tax, Public Speaking, Trusts, Tax Accounting, Property Tax, Strategic Financial..., Auditing, Accounting, Tax Returns, Humorist, High Net Worth..., Investments, Professional Services, S Corporations, Pivot Tables, Tax Advisory, Corporate Tax, Income Tax, Tax Research

Education
Drexel University   2004 — 2006
MST, Taxation

Temple University   1981 — 1986
BBA, Finance and Economics

Manish Upadhyay CIMA Manish Upadhyay CIMA Greater Philadelphia Area Details
Manish Upadhyay CIMA's Comprehensive Investment Solutions, LLC Experience July 2012 - September 2015
Job Portfolio Manager at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors  October 2015 - Present
Comprehensive Investment Solutions, LLC   July 2012 - September 2015
Valley Forge Financial Group  January 2003 - June 2012
Valley Forge Financial Group  January 2001 - June 2012

Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Due Diligence, Research, Financial Planning, Investment Strategies, Mutual Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Strategic Financial...

Education
University of Maryland Baltimore County   1996 — 2000
BA, Economics

Andrew Tamm Andrew Tamm Pounding Mill, Virginia Details
Andrew Tamm's Comprehensive Investment Solutions, LLC Experience May 2012 - May 2013
Job Inside Sales Representative at Ryerson Metals
Industry Mining & Metals
Experience
Ryerson  January 2015 - Present
New Penn Financial, LLC  January 2014 - December 2014
New Penn Financial, LLC  June 2013 - January 2014
Comprehensive Investment Solutions, LLC   May 2012 - May 2013
NAVSUP WSS  April 2011 - March 2012

Skills
Alternative Investments, Asset Management, Asset Allocation, Investments, Mutual Funds, Financial Analysis

Education
Holy Family University   2009 — 2013
Bachelor of Arts (BA), Finance, General, 3.66

Father Judge High School

Paul Dunlevy Paul Dunlevy Greater New York City Area Details
Paul Dunlevy's Comprehensive Investment Solutions, LLC Experience September 2010 - October 2011
Job Associate Director Real Estate Division at The Bachrach Group
Industry Financial Services
Experience
The Bachrach Group  September 2014 - Present
Randstad  July 2013 - September 2014
Parker and Lynch  April 2012 - July 2013
Comprehensive Investment Solutions, LLC   September 2010 - October 2011
BNY Mellon  August 2009 - September 2010
Dow Jones Indexes  September 2007 - December 2008
Dow Jones Indexes  May 2005 - September 2007

Skills
Sales, Financial Services, Marketing, Relationship Management, Business Development, Negotiation, Financial Recruiting, Resume Writing, Talent Scouting, Accounting Recruitment, Skill Matching, Real Estate

Education
Rider University   2001 — 2005
Bachelor of Science, Marketing

West Windsor Plainsboro High School South   1998 — 2001

Nicole Everhart-Sundberg Nicole Everhart-Sundberg Greater Philadelphia Area Details
Nicole Everhart-Sundberg's Comprehensive Investment Solutions, LLC Experience November 2012 - February 2014
Job NAV Ops Investment Accountant Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2014 - Present
Comprehensive Investment Solutions, LLC   November 2012 - February 2014
BNP Paribas  March 2007 - August 2009
Nuveen Investments  March 2005 - January 2007
Nuveen Investments  2005 - 2007
Wachovia Wealth Management  September 2003 - March 2005
PNC Investments/ PFPC Trust Company   May 2001 - September 2003

Skills
Trading, Account Reconciliation, Securities, Asset Managment, Mutual Funds, Fixed Income, Series 7, Alternative Investments, Wealth Management, Equities, Bonds, Investments, Bloomberg, Portfolio Management, Series 63, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Bloomberg Terminal, Derivatives, Corporate Finance, Capital Markets, Investment Strategies, Options, Investment Advisory, Financial Markets, Financial Services

Education
Bucknell University   1997 — 2001
BA, Economics, Animal Behavior, Dance, 3.3

Diane Vasquez-Hamilton Diane Vasquez-Hamilton Langhorne, Pennsylvania Details
Diane Vasquez-Hamilton's Comprehensive Investment Solutions, LLC Experience October 2009 - November 2011
Job Closing & Funding Supervisor at Customers Bank
Industry Financial Services
Experience
Customers Bank  May 2012 - Present
Seckel Capital, LLC   December 2011 - April 2012
Comprehensive Investment Solutions, LLC   October 2009 - November 2011
JPMorgan Chase  December 2001 - October 2008
Federated Lending   September 1998 - November 2001

Skills
Mortgage Lending, Mortgage Banking, Banking, Credit, Loan Origination, Loans, Residential Mortgages, Customer Service, FHA, VA, Strategic Planning, Portfolio Management, Underwriting, Refinance, Finance, Investments, Real Estate, Marketing, Financial Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Business Development, Consumer Lending, Quarterly Reporting, Graphic Design, Photography, VA Loans

Education
College for Financial Planning   2011 — 2012
Registered Paraplanner

Schlicher-Kratz Institute of Real Estate   2011 — 2011
PA Real Estate Salesperson License

Bucks County Community College   1984 — 1987
A.A. Fine Arts

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