CONCERT Wealth Management, Inc.

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CONCERT Wealth Management, Inc. Employees

Employee
Years
Job
Industry
Andrew Norell Andrew Norell Santa Clara, California Details
Andrew Norell's CONCERT Wealth Management, Inc. Experience March 2014 - June 2014
Job Advisor Relations Consultant at Loring Ward
Industry Financial Services
Experience
Loring Ward  June 2014 - Present
CONCERT Wealth Management, Inc.   March 2014 - June 2014
Concert Wealth Management, Inc.   September 2012 - June 2014
CONCERT Global Group Ltd.  October 2011 - May 2012
Santa Clara University  June 2011 - September 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Stata, Access, Research, Management

Education
Santa Clara University   2008 — 2012
Bachelor of Science (BS), Economics

Alex Robbs Alex Robbs Santa Clara, California Details
Alex Robbs's CONCERT Wealth Management, Inc. Experience April 2015 - June 2015
Job Private Client Acquisitions Associate at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments  July 2015 - Present
Santa Clara University  October 2013 - Present
CONCERT Wealth Management, Inc.   April 2015 - June 2015
HouseMaid Hero   June 2014 - August 2014
Mercer Island Lacrosse Club   February 2012 - June 2012

Skills
WordPress, Social Media, Calculus, Microsoft Excel Expert..., Spanish, Social Networking, Time Management, PowerPoint, Microsoft Office 2008..., Microsoft Surface, Windows Movie Maker, JMP, Microsoft Access, Photoshop, Statistical Data..., Regression Analysis, Microsoft Excel, Microsoft Word, Salesforce.com

Education
Santa Clara University   2012 — 2016
Bachelor's Degree, Finance and Economics, Junior

Mercer Island High School   2008 — 2012
High School, 3.7

Alan Goldfarb, CFP Alan Goldfarb, CFP Dallas/Fort Worth Area Details
Alan Goldfarb, CFP's CONCERT Wealth Management, Inc. Experience December 2012 - June 2015
Job I help successful individuals to make their retirement dreams become a reality.
Industry Financial Services
Experience
Financial Strategies Group  December 2012 - Present
CONCERT Wealth Management, Inc.   December 2012 - June 2015
FINRA and NYSE   1992 - 2013
Weaver Wealth Management   February 2001 - November 2012
Financial Planning Standards Board Ltd.  2010 - 2012
CFP Board  2007 - 2012
Dallas Summer Musicals  2006 - 2012
Dallas Summer Musicals  2009 - 2011
Raymond James Financial Inc.  1989 - 2011
Weaver Tidwell Wealth Management   February 2001 - November 2009

Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2003 — 2005
AIF, Accredited Investment Fiduciary

College of Financial Planning   1975 — 1978
CFP, Personal Finance

University of North Texas   1966 — 1970
MBA, Management and Economics

Fairleigh Dickinson University-Metropolitan Campus   1961 — 1966
BS, Engineering and Management

Michael M. Knittel Michael M. Knittel Sacramento, California Area Details
Michael M. Knittel's CONCERT Wealth Management, Inc. Experience November 2010 - June 2013
Job Founder of Lagunitas Asset Management. Financial Advisor to Individuals and Businesses for the past 16 years!
Industry Financial Services
Experience
Lagunitas Asset Management   June 2013 - Present
CONCERT Wealth Management, Inc.   November 2010 - June 2013
RBC Wealth Management  June 2008 - November 2010
A.G. Edwards & Sons, Inc.   September 1997 - May 2008

Skills
Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Stocks, Bonds, College Savings Plans, Personal Financial..., Financial Analysis, Nonprofits, Insurance, Planning Budgeting &..., Equities, Venture Capital, Investments, Asset Management, Portfolio Management, Finance, Trading, Valuation, Retirement, Leadership, Financial Planning, ETFs, Investment Advisory, Strategic Planning, Financial Advisory, Securities, Management, Options, Marketing, Sales, Team Building, Risk Management, Wealth Management, Due Diligence, Financial Services, Public Speaking, Financial Modeling, Social Networking, Funding, 401k, Public Relations, Customer Service, Capital Markets, Private Equity, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments

Education
University of California, Davis   1994 — 1999
Bachelor of Arts (B.A.), International Economics

Juneau-Douglas High School   1990 — 1994

Brien Badeer Brien Badeer San Francisco Bay Area Details
Brien Badeer's CONCERT Wealth Management, Inc. Experience October 2012 - January 2013
Job Underwriting Analyst at AIG
Industry Financial Services
Experience
AIG  September 2013 - Present
Bon Appétit Management Company  September 2010 - June 2013
CONCERT Wealth Management, Inc.   October 2012 - January 2013
Aruba Networks  June 2011 - September 2011
Gap Inc./Banana Republic   July 2010 - September 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Customer Service, Event Planning, Salesforce.com, Financial Analysis, Data Analysis

Education
Santa Clara University - Leavey School of Business   2009 — 2013
Bachelor's degree, Finance

David Quisenberry David Quisenberry Leawood, Kansas Details
David Quisenberry's CONCERT Wealth Management, Inc. Experience August 2013 - September 2014
Job Vice President Wealth Management at Overland Park Wealth Management
Industry Financial Services
Experience
Overland Park Wealth Management   January 2014 - Present
CONCERT Wealth Management, Inc.   August 2013 - September 2014
Etesian Wealth Advisors, LLC   November 2012 - July 2013
Merrill Lynch  April 2010 - November 2012
Dreyfus  April 2008 - April 2010
Merrill Lynch  2006 - 2007

Skills
Interpersonal Leadership, Interpersonal..., Reading Comprehension, Written Communication, Data Analysis, Research, Interpersonal..., Analysis, Synthesizing, Pattern Recognition, Public Speaking, Asset Allocation, Retirement Planning, Investments, SharePoint, Microsoft Office, Microsoft Excel, Investment Management, Strategic Financial..., Portfolio Management, Wealth Management..., Asset Management, Strategic Planning, Investment Advisory, Fixed Income, Financial Planning, Financial Services, Wealth Management, New Business Development, Computer Proficiency

Education
University of Denver - Josef Korbel School of International Studies   2007 — 2007
International Relations and National Security Studies, 3.8

International Language Institute - Cairo   2007 — 2007
Language School, Modern Standard Arabic, Egyptian Colloquial Arabic

Whitworth University   2000 — 2004
Bachelor's Degree, Philosophy and Religious Studies, 3.5

Blue Valley North High School

Zameer Upadhya Zameer Upadhya Houston, Texas Area Details
Zameer Upadhya's CONCERT Wealth Management, Inc. Experience July 2012 - Present
Job CEO and Managing Director
Industry Financial Services
Experience
My Harvest Field Insurance and Financial Advisors   January 2009 - Present
Concert Wealth Management, Inc.   July 2012 - Present
Big Brothers Big Sisters  November 2011 - Present
Babyspot.com   November 2006 - Present
BabySpot Latino.com   November 2006 - Present
ALPFA Houston   January 2012 - December 2013
ALPFA National  June 2006 - September 2010
Advaion, LLC  August 2005 - March 2008
Bee Well   January 2005 - January 2007
BDO Seidman  July 2004 - July 2005

Skills
Leadership, Entrepreneurship, Social Networking, Management, Accounting, Strategy, Risk Management, Non-profits, Marketing

Education
University of Phoenix   2012 — 2014
Master of Health Administration, Health/Health Care Administration/Management

Florida International University - College of Business   2000 — 2003
B.Acc., Accounting

Barry University   1996 — 2000
BS, Biology

John Turbeville John Turbeville Little Rock, Arkansas Area Details
John Turbeville's CONCERT Wealth Management, Inc. Experience January 2010 - Present
Job Managing Director at Concert Wealth Management, Inc.
Industry Investment Management
Experience
Concert Wealth Management, Inc.   January 2010 - Present

Skills
Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Investments, Wealth Management, Portfolio Management, Investment Management, Equities, Fixed Income, Series 7, Valuation, Wealth Management..., Series 63, Strategic Financial..., Mutual Funds, Retirement Planning, Corporate Finance, Due Diligence, Financial Modeling, Finance

Education
University of Central Arkansas
Accounting and Business/Management

Jeff Pietsch, JD CFA Jeff Pietsch, JD CFA Greater Seattle Area Details
Jeff Pietsch, JD CFA's CONCERT Wealth Management, Inc. Experience October 2014 - Present
Job President & Chief Investment Officer
Industry Investment Management
Experience
CONCERT Wealth Management, Inc.   October 2014 - Present
CONCERT Capital Management   October 2013 - Present
Eastsound Capital Advisors, LLC   December 2011 - Present
Maple Park Management, LLC   January 2010 - Present
Purcell Advisory Services, LLC  May 2012 - August 2013
Maple Park Capital, LP   October 2006 - December 2009
Typenex Medical, LLC   January 2004 - September 2006
Chicago Investment Fund & Private Equity Firm   August 2002 - December 2003
RE2 - Market & Economic Advisors   January 1997 - December 1998
Attractions Hawaii   January 1995 - December 1996

Skills
Trading, Private Equity, Investments, Venture Capital, Hedge Funds, Management Consulting, Asset Management, Portfolio Management, Financial Modeling, Investment Strategies, Due Diligence, Financial Analysis, Real Estate Investment, Risk Management, Alternative Investments, Financial Planning, Technical Analysis, Asset Allocation, Business Strategy, Mutual Funds, Wealth Management, Investment Advisory, Asset Managment, Securities, Finance, Investment Management, Capital Markets, Financial Services, Valuation, Entrepreneurship, Trading Systems, ETFs, Equities, Equity Research, Fixed Income, Options, Emerging Markets, Financial Advisory, Bonds, Financial Markets, Fund Of Funds, Global Macro, Financial Structuring, Series 7, Wealth Management..., Strategy, Mergers & Acquisitions, Management, Leadership, Analysis

Education
Kellogg School of Management   1998 — 2002
MBA, Finance, Strategy, Marketing

Northwestern University School of Law   1998 — 2002
JD, Commercial Law

Cornell University
B.Sc., Hospitality/ Real Estate Finance

Punahou School

Mitchell Swan Mitchell Swan Watkinsville, Georgia Details
Mitchell Swan's CONCERT Wealth Management, Inc. Experience 2015 - Present
Job Senior Wealth Advisor, MBA at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc.   2015 - Present
United States Marine Corps Reserves  May 1987 - Present
Congessional Campaign 2014   January 2014 - May 2014
Merrill Lynch  October 2000 - December 2008
Edward Jones  February 1999 - October 2000

Skills
Strategic Planning, Logistics Planning, Financial Advisory, Military Logistics, Command, Military, Military Operations, DoD, Defense, Military Experience, Operational Planning, Top Secret, Security Clearance, Government, Intelligence, Organizational..., National Security, Intelligence Analysis, Sales

Education
Chaminade University of Honolulu   1993 — 1995
Master of Business Administration (MBA)

Marquette University   1983 — 1987
Bachelor of Science (BS), Marketing

Robert Barone Robert Barone Reno, Nevada Area Details
Robert Barone's CONCERT Wealth Management, Inc. Experience August 2014 - Present
Job Universal Value Advisors
Industry Financial Services
Experience
Universal Value Advisors   2006 - Present
CONCERT Wealth Management, Inc.   August 2014 - Present
Barone Imports & Wholesale   2008 - Present
California State Automobile Association (AAA)   2000 - Present
Allied Mineral Products  2003 - Present
Adagio Trust Comapany   2000 - 2006
Federal Home Loan Bank of San Francisco  1996 - 2004
Comstock Bank   January 1984 - December 1999
University of Nevada Reno  1979 - 1984
Cleveland Trust Company   1973 - 1976

Skills
Investments, Portfolio Management, Risk Management, Financial Analysis, Asset Managment, Valuation, Equities, Mergers, Business Strategy, Banking, Economics, Analysis, Due Diligence, Fixed Income, Research, Financial Modeling, Budgets, Business Analysis, Corporate Governance, Credit Analysis, Management Consulting, Credit, Bonds, Hedge Funds, Accounting, Strategic Financial..., Loans, Mutual Funds

Education
Georgetown University   1966 — 1972
Ph.D., Economics

Gilmour Academy

Joshua Barone Joshua Barone Reno, Nevada Area Details
Joshua Barone's CONCERT Wealth Management, Inc. Experience August 2014 - Present
Job Universal Value Advisors
Industry Financial Services
Experience
Barone Imports and Wholesale   January 2008 - Present
Universal Value Advisors   January 2006 - Present
CONCERT Wealth Management, Inc.   August 2014 - Present

Skills
Investments, Portfolio Management, Financial Analysis, Asset Managment, Wealth Management, Customer Service, Equities, Financial Modeling, Hedge Funds, Valuation, Fixed Income, Insurance, Private Equity, Investment Strategies, Equity Research, Financial Risk, Alternative Investments, Mutual Funds, Management, Investment Advisory, Equity Valuation, Due Diligence, Asset Management, Securities, Fund Of Funds, Risk Management, Financial Markets, Business Valuation, Financial Advisory, Bonds, Mergers & Acquisitions, Asset Allocation, Investment Management, Series 7

Education
University of Nevada-Reno   1992 — 1997

University of Nevada-Las Vegas   1992 — 1995

Michael Obuchowski Michael Obuchowski Greater Boston Area Details
Michael Obuchowski's CONCERT Wealth Management, Inc. Experience February 2014 - Present
Job Chief Investment Officer at Merlin Asset Management
Industry Investment Management
Experience
CONCERT Wealth Management, Inc.   February 2014 - Present
Merlin Asset Management   February 2014 - Present
North Shore Asset Management, LLC   July 2012 - January 2014
First Empire Asset Management, Inc   August 2008 - July 2012
Altanes Investments, LLC   August 2003 - August 2008
Ashland Management Inc   January 2002 - August 2003
Albert Einstein College of Medicine  1998 - 2002
Department of Psychiatry Research, Hillside Hospital   1996 - 2002
Mt. Sinai School of Medicine and Elmhurst Hospital Center, New York   1993 - 1996
New York State Psychiatric Institute  1986 - 1992

Skills
Options, Portfolio Management, Asset Managment, Equities, Fixed Income, Investment Management, Hedge Funds, Investments, Financial Modeling, Emerging Markets, Alternative Investments, Sailing, Risk Management, Financial Risk, Bloomberg, Investment Strategies, Asset Allocation, Economics, Finance, Asset Management, Wealth Management, Capital Markets, Start-ups, Securities, ETFs, Investment Advisory, Mutual Funds, Institutional..., Equity Research, Fundamental Analysis, Portfolio Optimization, Quantitative Investing, Global Macro, Fund Of Funds, Wealth Management..., Trading

Education
The New School   1988 — 1996
Ph.D.

Columbia University College of Physicians & Surgeons   1991 — 1992
Internship

New School University   1986 — 1988
Master of Arts (MA)

Creg Shaffer Creg Shaffer Reno, Nevada Area Details
Creg Shaffer's CONCERT Wealth Management, Inc. Experience January 2013 - Present
Job Managing Director, Financial Advisor CONCERT Wealth Management
Industry Financial Services
Experience
Concert Wealth Management, Inc.   January 2013 - Present
Target  2003 - 2011
Deloitte & Touche  1999 - 2003
Federal Reserve Bank of Minneapolis  February 1995 - June 1997
Federal Reserve Bank of Kansas City  February 1992 - February 1995

Skills
Economics, Forecasting, Essbase, Business Planning, Business Intelligence, Quantitative Modeling, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Management, Financial Modeling, Management, Data Warehousing, Finance, Investments, Managerial Finance

Education
Iowa State University   1990 — 1992
M.S., Economics

Idaho State University   1988 — 1990
B.S., Economics

Jason C. Hilliard Jason C. Hilliard Greater Denver Area Details
Jason C. Hilliard's CONCERT Wealth Management, Inc. Experience December 2014 - Present
Job President at Forecast Capital Management LLC
Industry Financial Services
Experience
CONCERT Wealth Management, Inc.   December 2014 - Present
Forecast Capital Management LLC   September 2013 - Present
York Street CrossFit LLC   October 2011 - Present
Morgan Stanley Wealth Management  April 2011 - September 2013
Hilliard Law Group, LLC   May 2010 - April 2011
Castle Meinhold & Stawiarski LLC  May 2009 - May 2010
Denver District Attorney's Office  August 2008 - December 2008
Green Light Trading   January 2004 - March 2006
Chicago Board of Trade  September 2002 - December 2003

Skills
Estate Planning, Real Estate, Securities, Investments, Hedge Funds, Series 7, Private Placements, Equities, Small Business, Alternative Investments, Mutual Funds, Entrepreneurship, Asset Allocation, Portfolio Management, Series 63, Wealth Management, Investment Strategies

Education
Thomas M. Cooley Law School   2006 — 2008
Juris Doctorate, Business Transactions

University of Colorado Boulder - Leeds School of Business   1997 — 2001
BS, Finance

University of Colorado at Boulder   1997 — 2001
BS, Finance with emphasis in Entrepreneurship

Marian Catholic High School   1994 — 1997

Duncan Morton III, CFA Duncan Morton III, CFA Sun Valley, Idaho Details
Duncan Morton III, CFA's CONCERT Wealth Management, Inc. Experience November 2012 - Present
Job Financial Advisor at CONCERT Wealth Management, Inc.
Industry Investment Management
Experience
CONCERT Wealth Management, Inc.   November 2012 - Present
The Sage School  January 2011 - Present
Summit Creek Capital LLC   July 2009 - Present
Company of Fools   June 2011 - November 2012
Interfund Capital Corp   September 2007 - July 2009
UBS Financial Services Inc.  January 2004 - September 2007
UBS Financial Services Inc.  January 1998 - September 2007
Moss Adams LLC   December 1994 - January 1998

Skills
Portfolio Management, Asset Management, Asset Allocation, Asset Managment, Investments, Strategy, Valuation, Risk Management, Finance, Equities, Securities, Business Development, Management, Leadership, Financial Services, Strategic Planning, Real Estate, Alternative Investments

Education
EDHEC - Risk Institute   2010 — 2010
Advances in Asset Allocation Strategies Seminar, Investments and Securities

CFA Institute   1995 — 2000
CFA, Chartered Financial Analyst

Georgia Institute of Technology   1992 — 1994
MS Management, Concentration in Finance & Accounting

University of North Carolina at Chapel Hill   1985 — 1988
BA, History

Woodberry Forest School   1980 — 1984

Carol K. Lampe, CFP® Carol K. Lampe, CFP® Greater Pittsburgh Area Details
Carol K. Lampe, CFP®'s CONCERT Wealth Management, Inc. Experience November 2014 - Present
Job Financial Advisor/Principal, Lampe Financial, LLC
Industry Financial Services
Experience
Lampe Financial, LLC   January 1979 - Present
CONCERT Wealth Management, Inc.   November 2014 - Present
Allegheny Investments, Ltd.   June 1990 - November 2014
Phoenix Equity Planning Corporation   November 1985 - June 1990
Ameriprise Financial Services, Inc.   January 1979 - November 1985

Skills
Retirement Planning, Investments, Investment Advisory, Strategic Financial..., Wealth Management, Asset Allocation

Education
Certified Financial Planner Board of Standards, Inc.

Carnegie Mellon University   1963 — 1967
BS, Business Education

University of Pittsburgh   1969 — 1970
M.Ed., Business

Gina Linette Kim Gina Linette Kim Orange County, California Area Details
Gina Linette Kim's CONCERT Wealth Management, Inc. Experience January 2014 - July 2014
Job Owner of GLK Ventures, Inc.
Industry Financial Services
Experience
GLK Ventures, Inc.   November 2013 - Present
CONCERT Wealth Management, Inc.   January 2014 - July 2014
IPL Mortgage & Real Estate   January 2012 - February 2014

Skills
Banking, Customer Service, Financial Services, Loan Processing, Marketing Management, Operations Management, Credit Analysis, Loans, Credit, Leadership, Accounting, Training, Portfolio Management, Marketing, Access, Market Research, Microsoft Excel

Education
Irvine Valley College   2012 — 2015
Business Administration and Management, General

De Anza College   2008 — 2011
Molecular Biology

Gary Goeppinger Gary Goeppinger Dallas/Fort Worth Area Details
Gary Goeppinger's CONCERT Wealth Management, Inc. Experience 2010 - 2015
Job Investment Advisor/Small Business Consultant
Industry Investment Management
Experience
CONCERT Wealth Management, Inc.   2010 - 2015
Sunbelt Rentals  June 2005 - May 2010

Skills
IRA's, Roth IRA, Investment Advisory, Wealth Management, Portfolio Management, 401k Rollovers, Retirement Planning, Small Business, Retirement Income..., Annuities, Financial Planning, 401k, Mutual Funds, Long Term Care, Wealth Transfer, Financial Advisory, Charitable Giving, Estate Planning, Life, Employee Benefits, FINRA, Mortgage Lending, Fixed Income, High Net Worth..., Funding, Wealth Management..., ETFs, Financial Goals, Whole Life, Options, 529 Plans, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Defined Benefit, Wealth Accumulation, Investment Management, Stocks, Risk Management, Securities, Life Insurance, Bonds, Financial Planners, Finance, Equities, Financial Services, Insurance, Asset Management, Investments, Long-term Care

Education
Columbia College   2008 — 2012
Bachelor of General Studies, Business Management

Oklahoma Christian University   1975 — 1978
Business Administration

Parker Smith Parker Smith San Francisco Bay Area Details
Parker Smith's CONCERT Wealth Management, Inc. Experience July 2014 - Present
Job Transition Coordinator / Operations Specialist at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc.   July 2014 - Present
CONCERT Wealth Management, Inc.   December 2014 - June 2015
CONCERT Global Group Ltd.  June 2013 - July 2014
Bon Appetite Catering Service, Santa Clara University   June 2011 - June 2014

Skills
PowerPoint, Access, Microsoft Excel, Social Media, Research, Microsoft Word, Teamwork, Microsoft Office, Excel, Photoshop, Financial Analysis, Team Building, Public Speaking, Event Planning, Critical Thinking, Data Analysis, Market Research, Time Management, Fundraising, Word, English, Problem Solving, Leadership, Intercultural Awareness, International Business

Education
Santa Clara University   2010 — 2014
Bachelor's degree, Finance

Palos Verdes High School   2006 — 2010

Ryan Suen Ryan Suen Greater Los Angeles Area Details
Ryan Suen's CONCERT Wealth Management, Inc. Experience January 2013 - August 2013
Job Founder at Ryan Suen Photography
Industry Financial Services
Experience
Ryan Suen Photography   October 2012 - Present
Pathway Capital Management  August 2014 - December 2014
KPMG  October 2013 - March 2014
Brandon Wong Photography   January 2012 - February 2014
Concert Wealth Management, Inc.   January 2013 - August 2013
Genuine Automotive   June 2012 - September 2012
NeverMind Communication   June 2011 - August 2011
Tai Ping Advertising   June 2011 - August 2011
AdBeyond Guru Online   June 2009 - August 2009

Skills
Photography, Social Media, Public Speaking, Research, PowerPoint, Facebook, Microsoft Excel, Marketing, Teamwork, Event Planning, Microsoft Word, Mergers & Acquisitions, Investments, Lightroom, Photoshop, Financial Modeling, Adobe Creative Suite, Critical Thinking, Creative Writing, Microsoft Office, Customer Service, Leadership

Education
University of California, Irvine   2011 — 2015
Bachelor’s Degree, Business Administration - Finance

Fudan University   2013 — 2014
Business Administration and Management

Josh Thorson Josh Thorson Bellevue, Washington Details
Josh Thorson's CONCERT Wealth Management, Inc. Experience March 2015 - August 2015
Job Associate at Santa Clara University
Industry Marketing and Advertising
Experience
Santa Clara University  July 2015 - Present
Santa Clara University  February 2015 - Present
CONCERT Wealth Management, Inc.   March 2015 - August 2015
Bedrosian & Associates   January 2015 - March 2015
Gariwo   September 2014 - December 2014
Newport Yacht Club  May 2007 - September 2013

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Teamwork, Research, Customer Service, Public Speaking, CPR Certified, Leadership, Social Media, Time Management, Event Management, Social Networking, Facebook, Management, Social Media Marketing, Public Relations, Communication

Education
Santa Clara University   2012 — 2016

Santa Clara University
Finance, General

Ryan Jennings, CAIA Ryan Jennings, CAIA Phoenix, Arizona Area Details
Ryan Jennings, CAIA's CONCERT Wealth Management, Inc. Experience June 2012 - Present
Job Portfolio Manager at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc.   June 2012 - Present
The Planning Group  June 2009 - June 2012
Wachovia, A Wells Fargo Company  March 2009 - May 2009
Thrivent Financial for Lutherans  May 2007 - August 2007
BestMark, Inc.   May 2005 - August 2005

Skills
Tactical Asset..., Alternative Investments, Portfolio Management, Managed Futures, Equities, Investments, Hedge Funds, Fixed Income, Financial Planning, Private Debt, Trend Following, Investment Modeling, Analytics

Education
Arizona State University, W. P. Carey School of Business   2005 — 2009
Bachelor of Science, Finance

Wayzata High School   2001 — 2005
Business Focus

Elise Franklin, CPA Elise Franklin, CPA San Francisco, California Details
Elise Franklin, CPA's CONCERT Wealth Management, Inc. Experience January 2009 - June 2010
Job Senior Assurance Associate at PwC
Industry Accounting
Experience
PwC Sydney   May 2015 - Present
PwC San Francisco   July 2014 - May 2015
PwC San Francisco   September 2011 - June 2014
Concert Wealth Management, Inc.   January 2009 - June 2010

Skills
US GAAP, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, GAAP, Internal Controls, Valuation, Auditing, Corporate Finance, External Audit, Finance, Due Diligence, SEC filings, Account Reconciliation, Revenue Recognition, Managerial Finance, IFRS, Financial Statements

Education
Santa Clara University   2007 — 2011
Bachelor of Science (BS), Accounting

Nancy Ambrose Nancy Ambrose Greater Chicago Area Details
Nancy Ambrose's CONCERT Wealth Management, Inc. Experience December 2009 - August 2010
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2013 - Present
Raymond James  December 2011 - June 2013
Fifth Avenue Advisors LLC   October 2011 - December 2011
Nature's Select  January 2011 - August 2011
Concert Wealth Management, Inc.   December 2009 - August 2010
Morgan Stanley Smith Barney  August 2008 - December 2009
Wachovia Securities  September 2006 - August 2008
Nature's Select  August 2003 - August 2006

Education
Arizona State University   2002 — 2006
Bachelor of Science, Business Administration

Nick Fuller Nick Fuller Phoenix, Arizona Area Details
Nick Fuller's CONCERT Wealth Management, Inc. Experience 2011 - 2013
Job Principal at Fuller Wealth Management LLC
Industry Financial Services
Experience
Fuller Wealth Management LLC   May 2011 - Present
Concert Wealth Management, Inc.   2011 - 2013
First Financial Equity Corporation  March 2011 - June 2011
Edward Jones  May 2008 - March 2011
Phoenix Suns  January 2008 - April 2008
Kenyon Construction Inc   October 2004 - April 2008

Skills
Strategic Financial..., Wealth Management, Investments, Advertising, Portfolio Management, Finance, Retirement Planning, Program Management, Estate Planning, Small Business, Investment Strategies, Mutual Funds, Management, Asset Management, Life Insurance, Asset Allocation, Series 7, Series 63, Retirement, Alternative Investments, Wealth Management..., Investment Advisory, Financial Advisory, Fixed Income, Investment Management, Uniform Combined State..., Financial Planning

Education
Arizona State University   2006 — 2008
Bachelor of Arts (B.A.), Business/Corporate Communications

Mesa Community College   2004 — 2006
Associate's degree, General Studies

Ryan Willson Ryan Willson San Jose, California Details
Ryan Willson's CONCERT Wealth Management, Inc. Experience June 2014 - Present
Job Transition Manager at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc.   June 2014 - Present

Skills
Mortgage Lending, Loans, Sales, Mortgage Banking, Refinance, Loan Origination, FHA, Credit, Underwriting, Credit Analysis, First Time Home Buyers, Investment Properties, Sales Management, Account Management, Residential Mortgages, Home Equity Loans, Mortgage Marketing, Negotiation, Sellers, REO, Sales Methodologies, Sales Strategy..., Sales / Service..., Sales Pipeline..., Field Engagement, Sales & Inventory /..., Supply Chain Management, Business Analytics, Cross-Functional Team..., Workflow Process..., New Hire Training, Client / Vendor..., Strategic Partnerships, Customer Service, Competitive Market...

Education
University of California, San Diego   1997 — 1999
BA

Brad Stratton Brad Stratton Overland Park, Kansas Details
Brad Stratton's CONCERT Wealth Management, Inc. Experience February 2012 - May 2014
Job President/CEO Investment Advisor at Overland Park Wealth Management
Industry Financial Services
Experience
Overland Park Wealth Management   January 2014 - Present
Concert Wealth Management, Inc.   February 2012 - May 2014
Merrill Lynch  February 1992 - February 2012
Stratton Capital Management   1987 - 1992

Skills
Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, Estate Planning, Investments, Retirement, Strategic Financial..., Investment Management, Asset Managment, Portfolio Management, Insurance

Education
Emporia State University   1983 — 1986
BS - Business, Business Administration

St. Olaf College   1981 — 1983

Wausau East High School   1977 — 1981

Brady Buskirk Brady Buskirk Greater Seattle Area Details
Brady Buskirk's CONCERT Wealth Management, Inc. Experience March 2015 - Present
Job Financial Advisor at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc.   March 2015 - Present
Northwest Asset Management  August 2012 - March 2015
RBC Wealth Management  August 2010 - August 2012

Skills
Investments, Asset Allocation, Retirement Planning, Asset Management, Investment Management, Retirement, Investment Advisory, Strategic Financial..., Strategic Planning, Personal Finance, Wealth Management..., Portfolio Management, Investment Strategies, Personal Financial..., Wealth Management, Retirement Plan..., Finance, Mutual Funds, Equities, Financial Modeling, Strategy, High Net Worth..., Estate Planning, Securities, Financial Analysis, Fixed Annuities, Credit, Valuation, 401k, IRAs

Education
Seattle University   2008 — 2010
MBA, Finance

University of Washington   2002 — 2006
Bachelor of Arts

Adriana Hammond Adriana Hammond San Francisco Bay Area Details
Adriana Hammond's CONCERT Wealth Management, Inc. Experience January 2012 - Present
Job CoFounder, CIO, CFO at CoreReboot
Industry Health, Wellness and Fitness
Experience
CoreReboot   July 2015 - Present
Be Mindfully   2014 - Present
Consultant  2005 - Present
CONCERT Wealth Management, Inc.   January 2012 - Present
Declara  October 2013 - 2015
CONCERT Advisor Marketing, LLC   October 2011 - October 2013
CONCERT Advisor Services   August 2010 - October 2013
Military University Nueva Granada   2002 - 2005
RCN Television   1998 - 2003

Skills
User Interface Design, Adobe Creative Suite, User Experience, Dreamweaver, Marketing, Social Media, Photoshop, Interaction Design, Business Planning, Strategic Financial..., Market Research, Financial Analysis, Investments, Marketing Strategy, Information Architecture, Spanish, Integrated Marketing, Animation, Multimedia, Web Design, User Interface, Graphic Design, Public Speaking, Web Analytics, Asset Managment, Flash, Business Strategy, SEM, Financial Planning, Usability, Wireframes, Public Relations, Mac, Start-ups, Strategy, Mobile Design, Logo Design, Concept Development, Mobile Devices, Corporate Identity, Virtual Reality, Augmented Reality

Education
General Assembly   2013 — 2014
User Experience Design (UXD), Industrial and Product Design

General Assembly   2013 — 2013
Design, Technology, Business

Stanford Continuing Studies   2012 — 2012
Entrepreneurship/Entrepreneurial Studies

San Francisco State University   2010 — 2010
Integrated Marketing, Marketing, Research, SEO, Branding, Social Media

Universidad de Los Andes   2003 — 2004
Multimedia Creation Certificate, Digital Media

Pontificia Universidad Javeriana   1992 — 1997
Industrial Designer, Industrial and Product Design, UX, Graphic Design

Anglo Colombian School   1979 — 1992
High School, IB

General Assembly

McLean Meditation Institute

C. Scott Smith C. Scott Smith Tucson, Arizona Details
C. Scott Smith's CONCERT Wealth Management, Inc. Experience June 2009 - April 2011
Job Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial  April 2011 - Present
Concert Wealth Management, Inc.   June 2009 - April 2011
Wells Fargo Advisors  June 2005 - June 2009
Morgan Stanley Smith Barney  June 1994 - June 2005

Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Banking, Credit, Insurance, Portfolio Management, Finance, Fixed Income, Investment Management, Wealth, Asset Management, Investment Strategies, Investment Advisory, Alternative Investments, Financial Advisory, Risk Management, Analysis, Asset Allocation, Financial Services, Capital Markets, Estate Planning, Bonds, 401k, Hedge Funds, Relationship Management

Education
Bowdoin College   1969 — 1973
Bachelor of Arts (B.A.), Liberal Arts and Sciences

John Sucheski John Sucheski San Francisco Bay Area Details
John Sucheski's CONCERT Wealth Management, Inc. Experience June 2013 - September 2013
Job Financial Analyst at Oracle
Industry Financial Services
Experience
Oracle  May 2014 - Present
Santa Clara University  November 2011 - March 2014
CONCERT Global Group Ltd.  September 2013 - January 2014
CONCERT Wealth Management, Inc.   June 2013 - September 2013
Concert Wealth Management, Inc.   October 2012 - June 2013

Skills
Budgets, Microsoft Excel, Customer Service, Financial Analysis, PowerPoint, Accounting, Blogging, QuickBooks, Compliance, Time Management, Research, Finance, Management, Market Research, Analysis, Auditing, Spanish, Data Analysis

Education
Santa Clara University   2010 — 2014
Bachelor of Science in Commerce, Finance, General

Eli Lopez Eli Lopez San Jose, California Details
Eli Lopez's CONCERT Wealth Management, Inc. Experience April 2012 - Present
Job Director Business DevelopmentFinancial Advisor at Concert Wealth Management, Inc.
Industry Investment Management
Experience
Concert Wealth Management, Inc.   April 2012 - Present
Wells Fargo-Private Client Group   August 2008 - March 2012
UBS Financial Services  August 2003 - August 2008

Education
San Jose State University   1985 — 1990
Bachelor's degree, Adminstration of Justice

Curtis Shaffer Curtis Shaffer Provo, Utah Details
Curtis Shaffer's CONCERT Wealth Management, Inc. Experience April 2013 - December 2014
Job Sales Executive at Prometheus Development (Torch LMS)
Industry Investment Management
Experience
Prometheus Development (Torch LMS)   November 2014 - Present
CONCERT Wealth Management, Inc.   April 2013 - December 2014
ParentLink  March 2014 - October 2014
CleanTelligent Software  April 2012 - April 2013
ExactRail   April 2012 - January 2013
Wealth Architects   June 2007 - April 2012

Skills
Salesforce.com, Software Solution Sales, Sales Process, Microsoft Office, Sales Execution, Strategic Selling, Direct Sales, Social Media, Sales, Microsoft Excel, Leadership, Customer Service, Budgets, PowerPoint

Education
BYU   2011 — 2015
Bachelor of Business Administration (BBA), Business Strategy

Brigham Young University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Strategy

Louis Correa Louis Correa Greater San Diego Area Details
Louis Correa's CONCERT Wealth Management, Inc. Experience June 2011 - August 2011
Job Account Executive at Crowdfund Mafia
Industry Public Relations and Communications
Experience
Crowdfund Mafia   February 2015 - Present
Zen Fertility Center   May 2014 - September 2014
Alternative Strategies  May 2014 - August 2014
Nike  August 2013 - August 2014
California State University, Chico (PTP)   August 2012 - June 2013
Tehama Group Communications  January 2013 - May 2013
CONCERT Wealth Management, Inc.   June 2011 - August 2011
wsRadio Networks   September 2010 - August 2011
The San Diego Union-Tribune  August 2010 - August 2011

Skills
AP Style, Journalism, News Writing, Press Releases, Copy Editing, Blogging, Feature Articles, Storytelling, Social Media, Public Relations, Newspapers, Media Relations, Online Journalism, Web Content, Social Media Marketing, Facebook, Event Planning, Social Networking, Adobe Creative Suite, Event Management, Copywriting, Newsletters, Fact-checking

Education
CSU Chico   2011 — 2013
Bachelor's degree, Public Relations

Southwestern College   2009 — 2011
Associate's degree, Communication, Journalism, and Related Programs