Congress Wealth Management
Address: 250 Northern Ave, Boston, MA 02210 Phone: (617) 428-7600: : Website: Category: : Place name: : : Hours: : Website: http://congresswealth.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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Congress Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review
Congress Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Congress Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Congress Wealth Management Employees
EY January 2015 - Present
Wellington Management June 2013 - December 2013
Congress Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Finance, Leadership, Teamwork, Accounts Receivable, Asset Management, Financial Reporting, Microsoft Word, Financial Analysis, Facebook, Instagram, Chinese culture, International Business
Education
Northeastern University 2012 — 2015
Accounting and Finance
The Chinese University of Hong Kong 2014 — 2014
Fairfield University 2011 — 2012
Accounting
Thayer Academy 2008 — 2011
Diploma
Boston Private Wealth LLC May 2015 - Present
Congress Wealth Management May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Social Media, Public Speaking, Leadership, Time Management, Research, Event Planning, Investments, Management, Customer Service, Social Networking
Education
University of New Hampshire 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Norwell, MA & Scituate, MA Public School Systems January 2012 - June 2014
Education Inc. October 2013 - April 2014
Smarties Tutoring Services March 2012 - June 2012
Boston Investment Staffing Group, Inc. July 2011 - December 2011
Congress Wealth Management October 2010 - July 2011
NewStar Financial, Inc. March 2007 - May 2010
Boston Networking Group February 2006 - February 2007
Massachusetts Financial Services January 2004 - February 2006
Skills
Teaching, Mathematics Education, Academic Tutoring, Passion for Quality, Customer Service, Passion for Helping..., Building Relationships, Strategic Human..., Highly skilled..., Program Management, Project Management, Team Management, Workforce Planning, Organizational..., Startup Development, From Conception to..., Sourcing, Recruiting, College Recruiting, Graduate Recruitment, Screening Resumes, Interviews, Hiring, Onboarding, Employee Training, New Hire Orientations, Coaching, Employee Management, Staff Supervision, Training, Performance Management, HR Policies, Succession Planning, Deferred Compensation, Resume Writing, Financial Services, CRM, Always Willing to Learn, Staff Development, Cold Calling, Staffing Services, Social Networking, Mutual Funds, Critical Thinking
Education
MTEL(09): High School Mathematics Certification Exam (9-12) 2015 — 2015
Massachusetts Educator Licensure Certification (MTEL); Mathematics (Grades 9-12), TBD
MTEL(47): Middle School Mathematics Certification Exam (5-8) (Test has been scheduled: 02/2015) 2015 — 2015
Mathematics Massachusetts Educator Licensure Certification (Grades 5-8)
*MTEL(01): Certified* 2012 — 2012
Communication & Literacy Teaching Certified
Suffolk University 2008 — 2009
Certificate
Fairfield University 1999 — 2003
Bachelor of Arts (BA)
Congress Wealth Management May 2015 - Present
J.P. Morgan June 2013 - May 2015
AllianceBernstein February 2011 - June 2013
AllianceBernstein January 2008 - February 2011
Cadwalader, Wickersham & Taft LLP 2007 - 2008
Skills
Series 7, Alternative Investments, Asset Allocation, Series 63, Securities, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Investment Management, Investment Strategies, Separately Managed...
Education
Union College 2003 — 2007
BA, Political Science
Middlesex School
Congress Asset Management January 2012 - Present
Congress Wealth Management January 2011 - December 2011
Congress Asset Management May 2010 - December 2010
Congress Asset Management January 2007 - December 2010
Congress Asset Management October 2005 - March 2007
Congress Asset Management June 2002 - September 2005
Skills
Portfolio Management, Asset Management, Asset Managment, Equities, Securities, Trading, Series 63, Asset Allocation, Series 6, Equity Research, Hedge Funds, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
MBA
University of Vermont 1996 — 2000
Bachelor of Science, BS Finance
Iron Mountain August 2015 - Present
Iron Mountain June 2015 - Present
Congress Wealth Management March 2015 - May 2015
First Strike Media, LLC May 2014 - August 2014
East Meets West Catering May 2013 - August 2013
Origins June 2012 - March 2013
Skills
PowerPoint, Event Planning, Retail Sales, Fashion, Customer Service, Sales, Marketing, Social Media, Product Knowledge, Visual Merchandising, Profit, Facebook, Organization, Charismatic Leadership, Maintaining Strong..., Cosmetics, Exceed Sales Goals, Inventory, CRM, Salesforce.com, Analytics, Microsoft Excel
Education
Bentley University 2012 — 2016
Economics-Finance, Junior
University of Virginia, Semester at Sea
Junior
Cambridge Rindge and Latin High School 2009 — 2012
Buckingham Browne and Nichols High School 2007 — 2009
Congress Wealth Management 2003 - Present
Delaware/Conseco July 1997 - December 2002
Colonial Management 1993 - 1997
Skills
Long/Short Equity..., Asset Allocation, Investment Advisor, Asset Management, Alternative Investments, Fixed Income, Investments, Equities, Investment Management, Mutual Funds, Hedge Funds, Portfolio Management, Bonds, Global Macro, Equity Research, Investment Advisory, Investment Strategies, Bloomberg, Wealth Management, Value Investing, High Yield, Trading, Private Equity, Family Office, Finance, Due Diligence, Capital Markets
Education
Harvard University
MPA
Yale University
MS
Congress Wealth Management January 2013 - Present
Shepherd Kaplan LLC July 2006 - January 2013
Shepherd Kaplan July 2006 - January 2013
Charles Schwab & Co., Inc. January 2005 - July 2006
Charles Schwab August 2002 - December 2004
Charles Schwab October 1999 - August 2002
SalesLink August 1998 - August 1999
Skills
Retirement Planning, Investments, Wealth, Wealth Management..., High Net Worth..., Investment Advisory, 401k, Retirement, Alternative Investments, Pensions, Asset Managment, Portfolio Management, Defined Benefit, Series 7, Series 63, Uniform Combined State..., Hedge Funds, Private Equity, Mutual Funds, Wealth Management, Financial Services, Financial Advisory, Asset Management
Education
Saint Michael's College 1994 — 1998
BA
Boston University 2008 — 2010
CFP
Congress Wealth Management June 2015 - Present
Congress Wealth Management December 2013 - June 2015
Daintree Advisors LLC May 2012 - December 2013
Shepherd Kaplan LLC August 2010 - May 2012
C.H. Robinson Worldwide, Inc. September 2009 - August 2010
Pioneer Investments May 2008 - August 2008
NBC News January 2008 - April 2008
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds
Education
College of the Holy Cross 2005 — 2009
Bachelor of Arts, History and Political Science
Boston University 2012 — 2014
CERTIFIED FINANCIAL PLANNER™
BlackRock March 2012 - Present
BlackRock July 2010 - May 2012
Congress Wealth Management July 2008 - July 2010
Advanced Resources Marketing September 2003 - July 2008
Skills
Series 7, Series 66
Education
Boston University
Management
Congress Capital Partners July 2014 - Present
Congress Wealth Management January 2011 - July 2014
Fidelity Charitable Services December 2006 - January 2011
Skills
Sales, Sales Operations, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Wealth Management, Series 63, Financial Services, Relationship Management, Investment Advisory
Education
Johnson and Wales University 2002 — 2006
Congress Wealth Management January 2007 - Present
Fidelity Investments June 1998 - March 2007
Skills
Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Investments, Securities, Portfolio Management, Financial Services, Asset Management, Equities, Fixed Income, Hedge Funds, Retirement, Finance
Education
Boston University 2004 — 2006
CFP, Financial Planning Program
University of Massachusetts 1993 — 1997
BS, Finance