Connecticut Wealth Management, LLC
Industry: Company
DescriptionSubsidiary: Filomeno Wealth Management LLC
Connecticut Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Connecticut Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Connecticut Wealth Management, LLC Salaries. You can even request information on how much does Connecticut Wealth Management, LLC pay if you want to. Learn about salaries, pros and cons of working for Connecticut Wealth Management, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14 Connecticut Wealth Management, LLC employees in database. Find out everything there's to know about Connecticut Wealth Management, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Connecticut Wealth Management, LLC Employees
Connecticut Wealth Management, LLC October 2011 - Present
LPL Financial June 2007 - October 2013
KR Wealth Management, LLC January 2010 - September 2010
KR Wealth Management, LLC April 2008 - January 2010
KR Wealth Management, LLC March 2006 - April 2008
Education
The University of Connecticut School of Business 1997 — 2002
Master of Business Administration (M.B.A.), Finance, General
The University of Connecticut
Constitution Surgery Centers LLC January 2012 - Present
Farmington Valley Adult Soccer Club (FVASC) 2002 - Present
Health Champion February 2011 - February 2014
Connecticut Wealth Management, LLC January 2013 - December 2013
Northington Partners 1989 - December 2012
Northington Portfolio Company, Inc. (fka Target Capital Partners, Inc.) October 2010 - September 2012
Lyons Solutions, LLC October 2010 - December 2011
Target Capital May 1998 - October 2010
Manhattan Insurance Group 2000 - October 2009
HealthDirect 1995 - 1997
Skills
Private Equity, Mergers, Insurance, Valuation, Strategic Planning, Due Diligence, Investments, Business Planning, Finance, Research, Strategy, Capital Markets, Negotiation, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Business Development
Education
Trinity College-Hartford 1983 — 1987
BS, BS, Engineering, Economics
Connecticut Wealth Management, LLC January 2015 - Present
Connecticut Wealth Management, LLC September 2010 - December 2014
KR Wealth Management, LLC May 2008 - September 2010
Burke, Esposito & Associates July 2006 - April 2008
Regent Wealth Management September 1994 - May 2006
Education
Quinnipiac University 1990 — 1995
Legal Studies
Connecticut Wealth Management, LLC June 2013 - Present
Filomeno Wealth Management,LLC November 2007 - May 2013
Filomeno & Company April 2004 - October 2007
Cigna 1990 - 1998
Deloitte 1986 - 1990
Education
University of Hartford
Master of Business Administration (MBA), Taxation
Fairfield University
Bachelor of Science (B.S.), Accounting
Connecticut Wealth Management, LLC March 2015 - Present
Bank of America August 2013 - February 2015
Bank of America December 2010 - August 2013
Skills
Finance
Education
Central Connecticut State University
Psychology
Connecticut Wealth Management, LLC January 2013 - Present
Connecticut Wealth Management, LLC October 2010 - December 2012
LPL Financial January 2010 - December 2011
KR Wealth Management, LLC January 2010 - September 2010
KR Wealth Management, LLC June 2005 - January 2010
Skills
Financial Planning, Wealth Management
Education
University of Connecticut 2002 — 2006
Bachelor of Science in Business Administration, Finance
Connecticut Wealth Management, LLC January 2013 - Present
Connecticut Wealth Management, LLC October 2010 - December 2012
LPL Financial January 2010 - December 2011
KR Wealth Management, LLC January 2010 - September 2010
KR Wealth Management, LLC September 2005 - January 2010
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Investments, Securities, Small Business, Retirement Planning, Mutual Funds, 401k
Education
Central Connecticut State University 2002 — 2006
B.S., Marketing
Connecticut Wealth Management, LLC June 2013 - Present
Filomeno & Company November 2008 - May 2013
Filomeno Wealth Management, LLC November 2007 - May 2013
Education
Elkin B. McCallum School of Business at Bentley College
Master of Science (M.S.), Personal Financial Planning
College of the Holy Cross
Bachelor of Arts (B.A.), Accounting
Connecticut Wealth Management, LLC June 2013 - Present
Filomeno Wealth Management, LLC October 2006 - May 2013
Arthur Andersen Business Consulting April 1985 - April 2002
Skills
Wealth Management, Investments, Microsoft Excel, Account Reconciliation, Finance, Financial Planning, Management, Human Resources, Financial Analysis, Accounting, Banking, Risk Management, Business, Financial Services
Education
Bay Path College
Medical Assistant
Bay Path Junior College
Connecticut Wealth Management, LLC October 2010 - Present
KR Wealth Management, LLC September 2002 - September 2010
Education
Regis University
BS, Management
Connecticut Wealth Management, LLC October 2010 - Present
LPL Financial May 2008 - October 2013
KR Wealth Management, LLC May 2008 - September 2010
St. Germain Investment Management March 2006 - May 2008
Fidelity Investments 1996 - 1999
Skills
Investments, Wealth Management, Financial Planning, Finance, Financial Advisory, Estate Planning, Investment Strategies, Strategic Planning, Pensions, Insurance
Education
Siena College 1985 — 1989
BA, Sociology