Convergent Wealth Advisors
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Convergent Wealth Advisors Employees
Employee
Years
Job
Industry
William Warren William Warren's Convergent Wealth Advisors Experience October 2010 - October 2013
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock November 2013 - Present
Convergent Wealth Advisors October 2010 - October 2013
Convergent Wealth Advisors July 2008 - September 2010
Education
Amherst College 2004 — 2008
Bachelor's degree, Economics
Fudan University 2007 — 2007
Chinese Studies
London School of Economics and Political Science 2006 — 2006
Economics
BlackRock November 2013 - Present
Convergent Wealth Advisors October 2010 - October 2013
Convergent Wealth Advisors July 2008 - September 2010
Education
Amherst College 2004 — 2008
Bachelor's degree, Economics
Fudan University 2007 — 2007
Chinese Studies
London School of Economics and Political Science 2006 — 2006
Economics
Sisi Tran Sisi Tran's Convergent Wealth Advisors Experience 2010 - 2013
Job Managing Director Wealth Strategy at Ascent Private Capital Management U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank June 2013 - Present
Convergent Wealth Advisors 2010 - 2013
Proskauer Rose LLP 2008 - 2010
Katten Muchin Rosenman LLP 2006 - 2008
Skills
Estate Planning, Probate, Asset Management, Tax, Trusts, Estate Administration, Wills, Tax Law, Estate Tax Planning, Wealth, High Net Worth..., Wealth Management, Wealth Management..., Investment Management
Education
Florida State University
BS, Biological Sciences
University of Miami School of Law
JD; LLM Tax, Tax Law/Taxation
Ascent Private Capital Management of U.S. Bank June 2013 - Present
Convergent Wealth Advisors 2010 - 2013
Proskauer Rose LLP 2008 - 2010
Katten Muchin Rosenman LLP 2006 - 2008
Skills
Estate Planning, Probate, Asset Management, Tax, Trusts, Estate Administration, Wills, Tax Law, Estate Tax Planning, Wealth, High Net Worth..., Wealth Management, Wealth Management..., Investment Management
Education
Florida State University
BS, Biological Sciences
University of Miami School of Law
JD; LLM Tax, Tax Law/Taxation
Rachel Rieder Rachel Rieder's Convergent Wealth Advisors Experience June 2014 - August 2014
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management May 2015 - Present
Convergent Wealth Advisors June 2014 - August 2014
Sigma Kappa Sorority January 2013 - January 2014
Wall Street Bootcamp January 2013 - May 2013
Penn State Investment Association September 2012 - April 2013
Marble Slab Creamery September 2010 - August 2012
windswepthorse.com 2009 - 2011
Skills
Portfolio Management, Finance, Investments, Bloomberg, Valuation, Asset Management, Management, Trading, Sales, Investment Banking, Accounting, Budgets, Investment Management, Quantitative Analytics, Microsoft Excel
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance
Morgan Stanley Private Wealth Management May 2015 - Present
Convergent Wealth Advisors June 2014 - August 2014
Sigma Kappa Sorority January 2013 - January 2014
Wall Street Bootcamp January 2013 - May 2013
Penn State Investment Association September 2012 - April 2013
Marble Slab Creamery September 2010 - August 2012
windswepthorse.com 2009 - 2011
Skills
Portfolio Management, Finance, Investments, Bloomberg, Valuation, Asset Management, Management, Trading, Sales, Investment Banking, Accounting, Budgets, Investment Management, Quantitative Analytics, Microsoft Excel
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance
Sara Mickens Sara Mickens's Convergent Wealth Advisors Experience December 2014 - Present
Job Human Resources Manager at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors December 2014 - Present
Destinations In Florida Travel May 2012 - Present
Convergent Wealth Advisors August 2013 - December 2014
Convergent Wealth Advisors October 2008 - December 2014
Convergent Wealth Advisors October 2007 - October 2008
Lydian Wealth Management (currently Convergent Wealth Advisors) December 2006 - October 2007
Lydian Wealth Management (currently Convergent Wealth Advisors) August 2006 - December 2006
Skills
Event Planning, Social Media, Microsoft Office, Microsoft Excel, Event Management, PowerPoint, Customer Service, Social Networking, Team Building, Investments, Payroll
Education
Hampton University 2001 — 2006
Bachelor of Arts (BA), English Language and Literature/Letters
Convergent Wealth Advisors December 2014 - Present
Destinations In Florida Travel May 2012 - Present
Convergent Wealth Advisors August 2013 - December 2014
Convergent Wealth Advisors October 2008 - December 2014
Convergent Wealth Advisors October 2007 - October 2008
Lydian Wealth Management (currently Convergent Wealth Advisors) December 2006 - October 2007
Lydian Wealth Management (currently Convergent Wealth Advisors) August 2006 - December 2006
Skills
Event Planning, Social Media, Microsoft Office, Microsoft Excel, Event Management, PowerPoint, Customer Service, Social Networking, Team Building, Investments, Payroll
Education
Hampton University 2001 — 2006
Bachelor of Arts (BA), English Language and Literature/Letters
Denitresse Burns Denitresse Burns's Convergent Wealth Advisors Experience October 2006 - July 2007
Job Manager, Supply Chain Integration at John Deere
Industry Machinery
Experience
John Deere July 2014 - Present
John Deere February 2013 - June 2014
John Deere June 2012 - March 2013
John Deere April 2011 - June 2012
John Deere April 2010 - April 2011
One Sister to Another Outreach Ministries, Inc. January 2005 - December 2010
John Deere August 2009 - July 2010
John Deere June 2008 - September 2008
Convergent Wealth Advisors October 2006 - July 2007
Citigroup Smith Barney June 2004 - October 2006
Skills
Business Planning, Customer Relations, Strategic Planning, Process Engineering, Social Media, Social Media Marketing, International Project..., Project Portfolio..., Cross Functional Team..., Cross Functional..., Cross Functional..., Digital Marketing, Event Planning, Event Management, Diversity & Inclusion, Business Process..., Business Development, Process Improvement, Project Management, Portfolio Management, Asset Allocation, Training Delivery, Corporate Communications, Agency Relationship..., Managed Agency, Customer Service, Analysis, Management Consulting, CRM, Training, Strategy, Cross-functional Team...
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Master
Morgan State University 1998 — 2002
BS
John Deere July 2014 - Present
John Deere February 2013 - June 2014
John Deere June 2012 - March 2013
John Deere April 2011 - June 2012
John Deere April 2010 - April 2011
One Sister to Another Outreach Ministries, Inc. January 2005 - December 2010
John Deere August 2009 - July 2010
John Deere June 2008 - September 2008
Convergent Wealth Advisors October 2006 - July 2007
Citigroup Smith Barney June 2004 - October 2006
Skills
Business Planning, Customer Relations, Strategic Planning, Process Engineering, Social Media, Social Media Marketing, International Project..., Project Portfolio..., Cross Functional Team..., Cross Functional..., Cross Functional..., Digital Marketing, Event Planning, Event Management, Diversity & Inclusion, Business Process..., Business Development, Process Improvement, Project Management, Portfolio Management, Asset Allocation, Training Delivery, Corporate Communications, Agency Relationship..., Managed Agency, Customer Service, Analysis, Management Consulting, CRM, Training, Strategy, Cross-functional Team...
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Master
Morgan State University 1998 — 2002
BS
Barnaby Audsley Barnaby Audsley's Convergent Wealth Advisors Experience November 2013 - April 2014
Job Analyst at Bel Air Investment Advisors
Industry Financial Services
Experience
Bel Air Investment Advisors June 2014 - Present
Charles R. Blyth Fund March 2013 - May 2014
Convergent Wealth Advisors November 2013 - April 2014
Bloomberg LP July 2013 - February 2014
Play Rugby USA February 2012 - May 2013
Skills
Leadership, Coaching, Team Building, Research, Portfolio Management, Tax Accounting, Econometrics, Sponsorship, Financial Analysis, Marketing Strategy, Sales, Event Planning, Event Management, Sports Marketing, Hedge Funds, Private Equity, Equity Research, Fixed Income Analysis, Asset Management
Education
Occidental College
Bachelor's degree, Economics
Bel Air Investment Advisors June 2014 - Present
Charles R. Blyth Fund March 2013 - May 2014
Convergent Wealth Advisors November 2013 - April 2014
Bloomberg LP July 2013 - February 2014
Play Rugby USA February 2012 - May 2013
Skills
Leadership, Coaching, Team Building, Research, Portfolio Management, Tax Accounting, Econometrics, Sponsorship, Financial Analysis, Marketing Strategy, Sales, Event Planning, Event Management, Sports Marketing, Hedge Funds, Private Equity, Equity Research, Fixed Income Analysis, Asset Management
Education
Occidental College
Bachelor's degree, Economics
Gabrielle Brown's Convergent Wealth Advisors Experience June 2015 - August 2015
Job Intern at Convergent Wealth Advisors
Industry Financial Services
Experience
Rodan + Fields August 2015 - Present
Convergent Wealth Advisors June 2015 - August 2015
Care.com August 2013 - May 2015
F Mesanko & Son Insurance May 2014 - August 2014
The Next Step Realty December 2013 - June 2014
Skills
Time Management, PowerPoint, Social Skills, Event Planning, Project Planning, Organizational..., Fundraising, Leadership, Microsoft Excel, Microsoft Word, Teamwork, Monte Carlo Simulation, Reporting & Analysis, Microsoft Office, Financial Risk, Social Media Marketing, Market Research, Customer Service, Troubleshooting, Social Media, PerTrac, Morningstar Office
Education
Fordham Gabelli School of Business 2015 — 2017
Bachelor’s Degree, Finance, General
Penn State University 2013 — 2015
3.5
Monsignor Donovan High School 2009 — 2013
Rodan + Fields August 2015 - Present
Convergent Wealth Advisors June 2015 - August 2015
Care.com August 2013 - May 2015
F Mesanko & Son Insurance May 2014 - August 2014
The Next Step Realty December 2013 - June 2014
Skills
Time Management, PowerPoint, Social Skills, Event Planning, Project Planning, Organizational..., Fundraising, Leadership, Microsoft Excel, Microsoft Word, Teamwork, Monte Carlo Simulation, Reporting & Analysis, Microsoft Office, Financial Risk, Social Media Marketing, Market Research, Customer Service, Troubleshooting, Social Media, PerTrac, Morningstar Office
Education
Fordham Gabelli School of Business 2015 — 2017
Bachelor’s Degree, Finance, General
Penn State University 2013 — 2015
3.5
Monsignor Donovan High School 2009 — 2013
Casey Potter Casey Potter's Convergent Wealth Advisors Experience June 2009 - August 2009
Job Owner at The Holiday Life
Industry Real Estate
Experience
The Holiday Life August 2013 - Present
NYSE Euronext July 2010 - July 2013
MergeGlobal, Inc. October 2009 - April 2010
Convergent Wealth Advisors June 2009 - August 2009
Skills
Rental Real Estate, Investment Properties, Rental Management, Real Estate, Microsoft Excel, Marketing, Microsoft Office, Investments, Leadership, Fixed Income, Financial Analysis, Social Media, Research, Capital Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance and International Business
The Holiday Life August 2013 - Present
NYSE Euronext July 2010 - July 2013
MergeGlobal, Inc. October 2009 - April 2010
Convergent Wealth Advisors June 2009 - August 2009
Skills
Rental Real Estate, Investment Properties, Rental Management, Real Estate, Microsoft Excel, Marketing, Microsoft Office, Investments, Leadership, Fixed Income, Financial Analysis, Social Media, Research, Capital Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance and International Business
Duncan Rolph Duncan Rolph's Convergent Wealth Advisors Experience July 2008 - November 2011
Job Managing Partner at Miracle Mile Advisors, LLC, an Independent Investment Advisory Firm
Industry Investment Management
Experience
Miracle Mile Advisors LLC December 2011 - Present
Convergent Wealth Advisors July 2008 - November 2011
Bel Air Investment Advisors, LLC March 2004 - June 2008
DealerSource, Inc. December 1999 - January 2003
Goldman Sachs June 1999 - September 1999
Skills
Asset Allocation, Investments, Financial Advisory, Portfolio Management, Hedge Funds, Equities, Wealth Management, Investment Advisory, Venture Capital, Alternative Investments, Investment Management, Due Diligence, Financial Modeling, Asset Management, Investment Strategies, Valuation, Asset Managment, Manage Client...
Education
The University of Chicago Booth School of Business 1998 — 2002
MBA, Finance, Corporate Strategy
Northwestern University 1991 — 1995
Bachelor
Brentwood High School 1987 — 1991
Miracle Mile Advisors LLC December 2011 - Present
Convergent Wealth Advisors July 2008 - November 2011
Bel Air Investment Advisors, LLC March 2004 - June 2008
DealerSource, Inc. December 1999 - January 2003
Goldman Sachs June 1999 - September 1999
Skills
Asset Allocation, Investments, Financial Advisory, Portfolio Management, Hedge Funds, Equities, Wealth Management, Investment Advisory, Venture Capital, Alternative Investments, Investment Management, Due Diligence, Financial Modeling, Asset Management, Investment Strategies, Valuation, Asset Managment, Manage Client...
Education
The University of Chicago Booth School of Business 1998 — 2002
MBA, Finance, Corporate Strategy
Northwestern University 1991 — 1995
Bachelor
Brentwood High School 1987 — 1991
Cody Yanniello's Convergent Wealth Advisors Experience August 2013 - April 2015
Job Advisory Consultant at Deloitte
Industry Financial Services
Experience
Deloitte April 2015 - Present
Convergent Wealth Advisors August 2013 - April 2015
National Geographic Society May 2013 - June 2014
Jebbit August 2013 - May 2014
Red Bull January 2013 - May 2014
Modus Hotels August 2012 - September 2013
NASA Glenn Research Center May 2010 - September 2013
US Department of Homeland Security April 2011 - July 2011
Skills
Data Analysis, Public Speaking, Social Media, Project Management, Marketing, Strategic Planning, Program Management, Budgets, PowerPoint, Research, Accounting, Asset Allocation, Financial Markets, Monte Carlo Simulation, Process Improvement, Microsoft Word, Forecasting
Education
The George Washington University 2011 — 2015
Bachelors of Business Administration, Finance, 3.61
St. Edward High School 2007 — 2011
High School Diploma, 4.27
Deloitte April 2015 - Present
Convergent Wealth Advisors August 2013 - April 2015
National Geographic Society May 2013 - June 2014
Jebbit August 2013 - May 2014
Red Bull January 2013 - May 2014
Modus Hotels August 2012 - September 2013
NASA Glenn Research Center May 2010 - September 2013
US Department of Homeland Security April 2011 - July 2011
Skills
Data Analysis, Public Speaking, Social Media, Project Management, Marketing, Strategic Planning, Program Management, Budgets, PowerPoint, Research, Accounting, Asset Allocation, Financial Markets, Monte Carlo Simulation, Process Improvement, Microsoft Word, Forecasting
Education
The George Washington University 2011 — 2015
Bachelors of Business Administration, Finance, 3.61
St. Edward High School 2007 — 2011
High School Diploma, 4.27
Ross Perez's Convergent Wealth Advisors Experience April 2008 - September 2008
Job Senior Product Marketing Manager at Tableau Software
Industry Computer Software
Experience
Tableau Software October 2015 - Present
Tableau Software February 2014 - Present
Tableau Software August 2012 - February 2014
Tableau Software February 2012 - August 2012
Tableau Software October 2009 - March 2012
Laird Norton Tyee August 2009 - September 2009
Convergent Wealth Advisors April 2008 - September 2008
Venture Bank April 2007 - January 2008
Caledon Real Estate April 2006 - August 2006
Skills
Tableau, Web Analytics, Salesforce.com, Marketing, Analytics, Google Analytics, Data Analysis, Business Intelligence, Analysis, Microsoft Excel, SEO, Project Management, HTML, Data Visualization, Business Development, Product Demonstration, Start-ups, Product Marketing, Microsoft Office, Drupal, Customer Service, Mediums, Excel, Customer Relations, Demonstrations, Optimizely, Website Optimization, A/B testing, Eloqua, Website Development, Marketing Automation, Enterprise Software
Education
University of Washington 2007 — 2009
BA, Economics
Pepperdine University 2005 — 2007
Business Administration and Management, General
Tableau Software October 2015 - Present
Tableau Software February 2014 - Present
Tableau Software August 2012 - February 2014
Tableau Software February 2012 - August 2012
Tableau Software October 2009 - March 2012
Laird Norton Tyee August 2009 - September 2009
Convergent Wealth Advisors April 2008 - September 2008
Venture Bank April 2007 - January 2008
Caledon Real Estate April 2006 - August 2006
Skills
Tableau, Web Analytics, Salesforce.com, Marketing, Analytics, Google Analytics, Data Analysis, Business Intelligence, Analysis, Microsoft Excel, SEO, Project Management, HTML, Data Visualization, Business Development, Product Demonstration, Start-ups, Product Marketing, Microsoft Office, Drupal, Customer Service, Mediums, Excel, Customer Relations, Demonstrations, Optimizely, Website Optimization, A/B testing, Eloqua, Website Development, Marketing Automation, Enterprise Software
Education
University of Washington 2007 — 2009
BA, Economics
Pepperdine University 2005 — 2007
Business Administration and Management, General
Larry Miles's Convergent Wealth Advisors Experience 2000 - 2011
Job Principal at AdvicePeriod
Industry Financial Services
Experience
AdvicePeriod 2015 - Present
BNY Mellon Wealth Management 2011 - 2015
Convergent Wealth Advisors 2000 - 2011
Skills
Wealth Management, Estate Planning, Investments, Alternative Investments
Education
London School of Economics and Political Science 2000 — 2001
MSc, Economics
Amherst College 1996 — 2000
BA, English & History
AdvicePeriod 2015 - Present
BNY Mellon Wealth Management 2011 - 2015
Convergent Wealth Advisors 2000 - 2011
Skills
Wealth Management, Estate Planning, Investments, Alternative Investments
Education
London School of Economics and Political Science 2000 — 2001
MSc, Economics
Amherst College 1996 — 2000
BA, English & History
Elli Papayanopoulos's Convergent Wealth Advisors Experience January 2005 - October 2013
Job Professional Photographer at Elli Lauren Photography
Industry Photography
Experience
Elli Lauren Photography October 2012 - Present
Honda Civic Tour August 2014 - September 2014
Convergent Wealth Advisors January 2005 - October 2013
Goldman Sachs June 2004 - August 2004
Goldman Sachs June 2003 - August 2003
Skills
Photography, Music Photography, Event Photography, Social Media, Editing, Event Planning, Social Media Marketing, Social Networking
Education
University of Maryland College Park 2000 — 2004
B.S., Finance
Elli Lauren Photography October 2012 - Present
Honda Civic Tour August 2014 - September 2014
Convergent Wealth Advisors January 2005 - October 2013
Goldman Sachs June 2004 - August 2004
Goldman Sachs June 2003 - August 2003
Skills
Photography, Music Photography, Event Photography, Social Media, Editing, Event Planning, Social Media Marketing, Social Networking
Education
University of Maryland College Park 2000 — 2004
B.S., Finance
Hossam Banaja's Convergent Wealth Advisors Experience September 2008 - April 2009
Job Operations Associate at itBit
Industry Marketing and Advertising
Experience
itBit February 2015 - Present
Barclays April 2014 - February 2015
Conductor, Inc. August 2013 - February 2014
Barclays Capital June 2009 - December 2012
Convergent Wealth Advisors September 2008 - April 2009
NASA January 2006 - February 2006
Skills
Equities, Financial Modeling, Middle Office, Financial Analysis, Valuation, Economics, Investment Banking, Research, Capital Markets, Hedge Funds, VBA, SQL, LaTeX, Bloomberg, Bloomberg Terminal, SAP, SAP ERP, Microsoft Excel
Education
Portland State University - School of Business 2006 — 2009
Bachelor's Degree, Finance
Franklin W. Olin College of Engineering
itBit February 2015 - Present
Barclays April 2014 - February 2015
Conductor, Inc. August 2013 - February 2014
Barclays Capital June 2009 - December 2012
Convergent Wealth Advisors September 2008 - April 2009
NASA January 2006 - February 2006
Skills
Equities, Financial Modeling, Middle Office, Financial Analysis, Valuation, Economics, Investment Banking, Research, Capital Markets, Hedge Funds, VBA, SQL, LaTeX, Bloomberg, Bloomberg Terminal, SAP, SAP ERP, Microsoft Excel
Education
Portland State University - School of Business 2006 — 2009
Bachelor's Degree, Finance
Franklin W. Olin College of Engineering
Sandip Southekal's Convergent Wealth Advisors Experience February 2010 - May 2010
Job Software Engineer in Test at ZipRecruiter
Industry Internet
Experience
ZipRecruiter April 2015 - Present
Gifts.com January 2013 - April 2015
TriVest Folio July 2013 - December 2014
Party Earth September 2010 - January 2013
Folio Investing June 2010 - July 2010
Convergent Wealth Advisors February 2010 - May 2010
Party Earth June 2009 - January 2010
Skills
Social Media, Market Research, Analytics, Data Analysis, Start-ups, Strategy, Management, Analysis, Product Management, Product Development, Investments, Finance, Portfolio Management, Leadership, Entrepreneurship, Competitive Analysis, Mobile Devices, Business Development, Project Management, Jenkins, Continuous Integration, Python, MySQL, WebDriver, Agile Methodologies
Education
University of Maryland College Park 2008 — 2010
Master of Science, Telecommunications Management
Visvesvaraya Technological University 2004 — 2008
Bachelors of Engineering, Telecommunications Engineering
ZipRecruiter April 2015 - Present
Gifts.com January 2013 - April 2015
TriVest Folio July 2013 - December 2014
Party Earth September 2010 - January 2013
Folio Investing June 2010 - July 2010
Convergent Wealth Advisors February 2010 - May 2010
Party Earth June 2009 - January 2010
Skills
Social Media, Market Research, Analytics, Data Analysis, Start-ups, Strategy, Management, Analysis, Product Management, Product Development, Investments, Finance, Portfolio Management, Leadership, Entrepreneurship, Competitive Analysis, Mobile Devices, Business Development, Project Management, Jenkins, Continuous Integration, Python, MySQL, WebDriver, Agile Methodologies
Education
University of Maryland College Park 2008 — 2010
Master of Science, Telecommunications Management
Visvesvaraya Technological University 2004 — 2008
Bachelors of Engineering, Telecommunications Engineering
Amanda Bailey Amanda Bailey's Convergent Wealth Advisors Experience June 2006 - March 2010
Job Director of Hilton HHonors Marketing at Hilton Worldwide
Industry Marketing and Advertising
Experience
Hilton Worldwide April 2014 - Present
Hilton Worldwide June 2013 - April 2014
Robert H. Smith School of Business Alumni Board June 2009 - June 2013
Advizent July 2012 - March 2013
MarketBridge April 2010 - June 2012
Convergent Wealth Advisors June 2006 - March 2010
Skills
Marketing Strategy, Marketing, Integrated Marketing, Public Relations, Social Media, Project Management, Campaign Management
Education
University of Maryland College Park 2004 — 2008
Bachelor of Science, Finance
Hilton Worldwide April 2014 - Present
Hilton Worldwide June 2013 - April 2014
Robert H. Smith School of Business Alumni Board June 2009 - June 2013
Advizent July 2012 - March 2013
MarketBridge April 2010 - June 2012
Convergent Wealth Advisors June 2006 - March 2010
Skills
Marketing Strategy, Marketing, Integrated Marketing, Public Relations, Social Media, Project Management, Campaign Management
Education
University of Maryland College Park 2004 — 2008
Bachelor of Science, Finance
Ashley Neal Ashley Neal's Convergent Wealth Advisors Experience January 2008 - May 2011
Job Manager, Investment Administration and Client Service at Oikocredit
Industry Investment Management
Experience
Oikocredit USA March 2015 - Present
National Park Service June 2013 - November 2014
Self-Help May 2012 - July 2012
Convergent Wealth Advisors January 2008 - May 2011
Rydex Investments May 2006 - January 2008
NAACP June 2004 - August 2004
Education
Duke University 2011 — 2013
Master's of Environmental Management, Business and the Environment
University of Maryland - Robert H. Smith School of Business 2001 — 2005
Bachelor's of Science, Finance
University of Maryland College Park 2001 — 2005
Bachelor's of Arts, Government & Politics
Oikocredit USA March 2015 - Present
National Park Service June 2013 - November 2014
Self-Help May 2012 - July 2012
Convergent Wealth Advisors January 2008 - May 2011
Rydex Investments May 2006 - January 2008
NAACP June 2004 - August 2004
Education
Duke University 2011 — 2013
Master's of Environmental Management, Business and the Environment
University of Maryland - Robert H. Smith School of Business 2001 — 2005
Bachelor's of Science, Finance
University of Maryland College Park 2001 — 2005
Bachelor's of Arts, Government & Politics
Ryan Puketza Ryan Puketza's Convergent Wealth Advisors Experience May 2012 - August 2012
Job Financial Solutions Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch December 2014 - Present
SEI March 2014 - December 2014
Convergent Wealth Advisors May 2012 - August 2012
Skills
Series 7, Equity Research, Economics, Microsoft Office, Equities, Portfolio Management, Financial Analysis, Series 63, Investments, Asset Allocation, Alternative Investments, Wealth Management, Valuation, Financial Modeling, Asset Management, Fixed Income, Strategic Financial..., Bloomberg, Bloomberg Terminal, Hedge Funds, Financial Planning
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Merrill Lynch December 2014 - Present
SEI March 2014 - December 2014
Convergent Wealth Advisors May 2012 - August 2012
Skills
Series 7, Equity Research, Economics, Microsoft Office, Equities, Portfolio Management, Financial Analysis, Series 63, Investments, Asset Allocation, Alternative Investments, Wealth Management, Valuation, Financial Modeling, Asset Management, Fixed Income, Strategic Financial..., Bloomberg, Bloomberg Terminal, Hedge Funds, Financial Planning
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Tyler O'Donnell Tyler O'Donnell's Convergent Wealth Advisors Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Nittany Lion Fund, LLC December 2014 - May 2015
Convergent Wealth Advisors June 2014 - August 2014
Skills
Investments, PowerPoint
Education
Penn State University 2012 — 2016
Sleepy Hollow High School 2008 — 2012
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Nittany Lion Fund, LLC December 2014 - May 2015
Convergent Wealth Advisors June 2014 - August 2014
Skills
Investments, PowerPoint
Education
Penn State University 2012 — 2016
Sleepy Hollow High School 2008 — 2012
Ashleigh Dyson's Convergent Wealth Advisors Experience May 2014 - Present
Job Client Service Associate at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors May 2014 - Present
Convergent Wealth Advisors September 2013 - Present
AKQA January 2013 - August 2013
3Pillar Global April 2012 - January 2013
The Ad Solution, Inc. September 2011 - March 2012
Skills
Social Media, Social Media Marketing, Email Marketing, SEO, Marketing Strategy, New Business Development, Online Marketing, Advertising, Digital Marketing, Account Management, SEM, Lead Generation, Digital Media, Digital Strategy, Integrated Marketing, Strategy, Management, Project Management, Salesforce.com, Marketing
Education
American University 2012 — 2014
Finance
University of Alabama 2010 — 2011
Marketing
Convergent Wealth Advisors May 2014 - Present
Convergent Wealth Advisors September 2013 - Present
AKQA January 2013 - August 2013
3Pillar Global April 2012 - January 2013
The Ad Solution, Inc. September 2011 - March 2012
Skills
Social Media, Social Media Marketing, Email Marketing, SEO, Marketing Strategy, New Business Development, Online Marketing, Advertising, Digital Marketing, Account Management, SEM, Lead Generation, Digital Media, Digital Strategy, Integrated Marketing, Strategy, Management, Project Management, Salesforce.com, Marketing
Education
American University 2012 — 2014
Finance
University of Alabama 2010 — 2011
Marketing
Jeff Keenan Jeff Keenan's Convergent Wealth Advisors Experience June 2010 - August 2010
Job Analyst at Cigna Investment Management
Industry Financial Services
Experience
Cigna Realty Investors September 2014 - Present
Cigna Healthcare June 2011 - August 2014
Convergent Wealth Advisors June 2010 - August 2010
Gold, Orluk & Partners June 2009 - August 2009
Skills
Portfolio Management, Financial Analysis, Risk Analysis, Account Management, Research, Underwriting, Insurance, Collaboration, Peer Mentoring, Employee Training, Report Writing, Technical Writing, Public Speaking, Statistical Data..., Statistical Modeling, Building Relationships
Education
Amherst College 2007 — 2011
B.A., Economics, Political Science
Cigna Realty Investors September 2014 - Present
Cigna Healthcare June 2011 - August 2014
Convergent Wealth Advisors June 2010 - August 2010
Gold, Orluk & Partners June 2009 - August 2009
Skills
Portfolio Management, Financial Analysis, Risk Analysis, Account Management, Research, Underwriting, Insurance, Collaboration, Peer Mentoring, Employee Training, Report Writing, Technical Writing, Public Speaking, Statistical Data..., Statistical Modeling, Building Relationships
Education
Amherst College 2007 — 2011
B.A., Economics, Political Science
Kevin Grant Kevin Grant's Convergent Wealth Advisors Experience June 2011 - August 2011
Job Investment Banking Analyst
Industry Financial Services
Experience
GCA Savvian August 2013 - Present
Citadel Investment Group June 2012 - August 2012
Convergent Wealth Advisors June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Economic History
St. Albans School 2005 — 2009
GCA Savvian August 2013 - Present
Citadel Investment Group June 2012 - August 2012
Convergent Wealth Advisors June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Economic History
St. Albans School 2005 — 2009
Ben Nebb's Convergent Wealth Advisors Experience June 2008 - October 2008
Job MBA Finance Intern, IT Finance at United Airlines
Industry Financial Services
Experience
United Airlines May 2015 - August 2015
ZERO TO THREE March 2010 - July 2014
Convergent Wealth Advisors June 2008 - October 2008
Goldsmith & Harris April 2007 - March 2008
Brean Murray, Carret & Co. July 2006 - April 2007
Skills
Financial Modeling, Financial Analysis, Budgets, Data Analysis, Research, Microsoft Excel, Valuation, Microsoft Office, Accounting
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, 4.0
University of Tulsa 2002 — 2006
BS, Finance
United Airlines May 2015 - August 2015
ZERO TO THREE March 2010 - July 2014
Convergent Wealth Advisors June 2008 - October 2008
Goldsmith & Harris April 2007 - March 2008
Brean Murray, Carret & Co. July 2006 - April 2007
Skills
Financial Modeling, Financial Analysis, Budgets, Data Analysis, Research, Microsoft Excel, Valuation, Microsoft Office, Accounting
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, 4.0
University of Tulsa 2002 — 2006
BS, Finance
Erik Gulsrud Erik Gulsrud's Convergent Wealth Advisors Experience November 2013 - Present
Job Director at Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors November 2013 - Present
Convergent Wealth Advisors January 2012 - November 2013
Convergent Wealth Advisors July 2008 - January 2012
Hilton Hotels Corporation 2005 - 2006
Hilton Hotels Corporation 2003 - 2005
Hilton Hotels Corporation 2001 - 2003
Hilton Hotels Corporation 2000 - 2001
Back Yard Hoops 1996 - 2000
Skills
Asset Allocation, Portfolio Management, Financial Analysis, Wealth Management, Strategy, Investments, Hedge Funds, CRM, Asset Management, Business Strategy, Equities, Business Development, Alternative Investments, Fixed Income, Investment Management, Equity Research
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.), History
Convergent Wealth Advisors November 2013 - Present
Convergent Wealth Advisors January 2012 - November 2013
Convergent Wealth Advisors July 2008 - January 2012
Hilton Hotels Corporation 2005 - 2006
Hilton Hotels Corporation 2003 - 2005
Hilton Hotels Corporation 2001 - 2003
Hilton Hotels Corporation 2000 - 2001
Back Yard Hoops 1996 - 2000
Skills
Asset Allocation, Portfolio Management, Financial Analysis, Wealth Management, Strategy, Investments, Hedge Funds, CRM, Asset Management, Business Strategy, Equities, Business Development, Alternative Investments, Fixed Income, Investment Management, Equity Research
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.), History
Patryk Siemion's Convergent Wealth Advisors Experience February 2009 - May 2009
Job Senior Associate at PwC's PRTM Management Consulting
Industry Management Consulting
Experience
PwC's PRTM Management Consulting February 2010 - Present
United Parcel Service July 2009 - December 2009
Convergent Wealth Advisors February 2009 - May 2009
Department of Veterans Affairs November 2005 - August 2007
Education
University of Maryland College Park
B.A, Economics/Statistics
PwC's PRTM Management Consulting February 2010 - Present
United Parcel Service July 2009 - December 2009
Convergent Wealth Advisors February 2009 - May 2009
Department of Veterans Affairs November 2005 - August 2007
Education
University of Maryland College Park
B.A, Economics/Statistics
Kelly Nemecek, CPA Kelly Nemecek, CPA's Convergent Wealth Advisors Experience May 2009 - September 2009
Job US Sports Marketing Finance Analyst at adidas
Industry Financial Services
Experience
adidas July 2014 - Present
adidas July 2012 - July 2014
Deloitte September 2009 - June 2012
Convergent Wealth Advisors May 2009 - September 2009
Kaplan April 2008 - May 2009
University of Portland Investment Association March 2008 - May 2009
Alpha Kappa Psi January 2008 - May 2009
Robert B. Pamplin School of Business August 2007 - May 2009
University of Portland Entrepreneurial Scholars April 2007 - May 2009
Math Resource Center August 2006 - May 2009
Skills
Personal Training, Technical Writing, Report Writing, Speech Writing, Microsoft Office, Motivational..., Construction, Tax Accounting, Tax Compliance, Accounting, Financial Accounting, Forecasting, Finance, Budgets, Auditing
Education
University of Portland 2005 — 2009
BBA, Accounting / Finance
adidas July 2014 - Present
adidas July 2012 - July 2014
Deloitte September 2009 - June 2012
Convergent Wealth Advisors May 2009 - September 2009
Kaplan April 2008 - May 2009
University of Portland Investment Association March 2008 - May 2009
Alpha Kappa Psi January 2008 - May 2009
Robert B. Pamplin School of Business August 2007 - May 2009
University of Portland Entrepreneurial Scholars April 2007 - May 2009
Math Resource Center August 2006 - May 2009
Skills
Personal Training, Technical Writing, Report Writing, Speech Writing, Microsoft Office, Motivational..., Construction, Tax Accounting, Tax Compliance, Accounting, Financial Accounting, Forecasting, Finance, Budgets, Auditing
Education
University of Portland 2005 — 2009
BBA, Accounting / Finance
Douglas Wolford Douglas Wolford's Convergent Wealth Advisors Experience October 2014 - Present
Job Chief Executive Officer at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors October 2014 - Present
Convergent Wealth Advisors 2010 - Present
Independence by Convergent October 2011 - Present
Wolford & Company 2003 - 2010
VeriSign 2000 - 2001
Network Solutions 1997 - 2000
GE 1994 - 1997
Johns Hopkins University 1992 - 1996
Skills
Wealth Management, Business Development, Business Strategy, Strategy, Marketing, Strategic Planning, Investments, Executive Management, Mergers & Acquisitions, Turnaround Specialist, Sales Management, Public Speaking, Media Relations, Technology, Leadership, Strategic Leadership, New Business Development, Entrepreneurship, University Teaching, Alternative Investments, Client Liaison, Strategic Negotiations, Strategic Alliances, Advertising, Psychographics, Creative Writing, Board Governance, Investment Advisory, Advisory Boards, Internet Entrepreneur, Marketing Management, Full P&L Responsibility, Management Consulting, International Business, Corporate Branding, Startup Development, Investment Management, Financial Services, Portfolio Management
Education
University of Maryland College Park
MBA
Université Paris Sorbonne (Paris IV)
Certificat de Langue Française
North Carolina State University
BS, Mechanical and Aerospace Engineering
Convergent Wealth Advisors October 2014 - Present
Convergent Wealth Advisors 2010 - Present
Independence by Convergent October 2011 - Present
Wolford & Company 2003 - 2010
VeriSign 2000 - 2001
Network Solutions 1997 - 2000
GE 1994 - 1997
Johns Hopkins University 1992 - 1996
Skills
Wealth Management, Business Development, Business Strategy, Strategy, Marketing, Strategic Planning, Investments, Executive Management, Mergers & Acquisitions, Turnaround Specialist, Sales Management, Public Speaking, Media Relations, Technology, Leadership, Strategic Leadership, New Business Development, Entrepreneurship, University Teaching, Alternative Investments, Client Liaison, Strategic Negotiations, Strategic Alliances, Advertising, Psychographics, Creative Writing, Board Governance, Investment Advisory, Advisory Boards, Internet Entrepreneur, Marketing Management, Full P&L Responsibility, Management Consulting, International Business, Corporate Branding, Startup Development, Investment Management, Financial Services, Portfolio Management
Education
University of Maryland College Park
MBA
Université Paris Sorbonne (Paris IV)
Certificat de Langue Française
North Carolina State University
BS, Mechanical and Aerospace Engineering
Matt Chismar Matt Chismar's Convergent Wealth Advisors Experience May 2011 - August 2011
Job Process Coach at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company July 2015 - Present
Ford Motor Company April 2014 - June 2015
Ford Motor Company October 2012 - April 2014
Convergent Wealth Advisors May 2011 - August 2011
World Projects International February 2010 - May 2010
World Projects International July 2008 - February 2010
Skills
Team Building, Customs Clearance, Billing, International Project..., International Business, International Logistics, Supply Chain Management, Corporate Finance, Six Sigma, MBA, Oil&Gas, Freight Forwarding, Contract Management, Negotiation, Procurement, Demand Planning, MS Office Suite, Customs Regulations, Microsoft Office, Financial Modeling, Cross-functional Team..., Management, Materials Management, Supply Chain
Education
Penn State Smeal College of Business 2010 — 2012
Master of Business Administration, Supply Chain Management / Finance
Penn State University 2003 — 2007
Bachelor of Arts, Journalism & Political Science2003-2007
The American School in London 2001 — 2003
High School Degree, General Studies
Singapore American School 1997 — 2001
Ford Motor Company July 2015 - Present
Ford Motor Company April 2014 - June 2015
Ford Motor Company October 2012 - April 2014
Convergent Wealth Advisors May 2011 - August 2011
World Projects International February 2010 - May 2010
World Projects International July 2008 - February 2010
Skills
Team Building, Customs Clearance, Billing, International Project..., International Business, International Logistics, Supply Chain Management, Corporate Finance, Six Sigma, MBA, Oil&Gas, Freight Forwarding, Contract Management, Negotiation, Procurement, Demand Planning, MS Office Suite, Customs Regulations, Microsoft Office, Financial Modeling, Cross-functional Team..., Management, Materials Management, Supply Chain
Education
Penn State Smeal College of Business 2010 — 2012
Master of Business Administration, Supply Chain Management / Finance
Penn State University 2003 — 2007
Bachelor of Arts, Journalism & Political Science2003-2007
The American School in London 2001 — 2003
High School Degree, General Studies
Singapore American School 1997 — 2001
Rick Hankins's Convergent Wealth Advisors Experience August 2004 - June 2006
Job Commercial Account Manager at Intel Security
Industry Computer Software
Experience
Intel Security February 2015 - Present
Restored Investments November 2013 - Present
Websense February 2011 - May 2012
Bridgepoint Education September 2009 - February 2011
Tullett Prebon July 2006 - July 2008
Convergent Wealth Advisors August 2004 - June 2006
Skills
Salesforce.com, Sales, Direct Sales, International Sales, Alternative Investments, Investments, Investment Strategies, Software Solution Sales, Network Security, DLP, SaaS, Cloud Computing, Cloud Security, Equities, Fixed Income, Equity Derivatives, Credit Derivatives, Commodity Markets, Leadership, Enterprise Software, Business Development, Program Management, Sales Process, Security, Account Management
Education
University of Maryland College Park 1999 — 2003
Marketing, Business
Intel Security February 2015 - Present
Restored Investments November 2013 - Present
Websense February 2011 - May 2012
Bridgepoint Education September 2009 - February 2011
Tullett Prebon July 2006 - July 2008
Convergent Wealth Advisors August 2004 - June 2006
Skills
Salesforce.com, Sales, Direct Sales, International Sales, Alternative Investments, Investments, Investment Strategies, Software Solution Sales, Network Security, DLP, SaaS, Cloud Computing, Cloud Security, Equities, Fixed Income, Equity Derivatives, Credit Derivatives, Commodity Markets, Leadership, Enterprise Software, Business Development, Program Management, Sales Process, Security, Account Management
Education
University of Maryland College Park 1999 — 2003
Marketing, Business
Matthew Lettinga, CFA's Convergent Wealth Advisors Experience July 2008 - November 2012
Job Investment Management
Industry Investment Management
Experience
U.S. Trust August 2013 - Present
First Trust Capital Partners November 2012 - September 2013
Convergent Wealth Advisors July 2008 - November 2012
Ernst & Young October 2005 - July 2008
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Wealth Management..., High Net Worth..., Institutional..., Investments
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance
Taylor University 2000 — 2004
BS, Finance
U.S. Trust August 2013 - Present
First Trust Capital Partners November 2012 - September 2013
Convergent Wealth Advisors July 2008 - November 2012
Ernst & Young October 2005 - July 2008
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Wealth Management..., High Net Worth..., Institutional..., Investments
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance
Taylor University 2000 — 2004
BS, Finance
Danielle Ames's Convergent Wealth Advisors Experience December 2013 - November 2014
Job Marketing Manager at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment December 2014 - Present
Convergent Wealth Advisors December 2013 - November 2014
Convergent Wealth Advisors January 2013 - December 2013
Convergent Wealth Advisors July 2009 - December 2012
Convergent Wealth Advisors June 2008 - August 2008
Skills
CRM, Microsoft Dynamics, Microsoft Office, PowerPoint, ExactTarget, CMS, Corporate Website..., Corporate Blogging, Social Media, Financial Services, Project Management, Sales Analysis, Editing, Formatting Documents, Corporate Events, Press Releases, Vocus, Data Analysis
Education
University of Miami - School of Business 2006 — 2009
BBA, Finance
Whitman High School
Sony Pictures Entertainment December 2014 - Present
Convergent Wealth Advisors December 2013 - November 2014
Convergent Wealth Advisors January 2013 - December 2013
Convergent Wealth Advisors July 2009 - December 2012
Convergent Wealth Advisors June 2008 - August 2008
Skills
CRM, Microsoft Dynamics, Microsoft Office, PowerPoint, ExactTarget, CMS, Corporate Website..., Corporate Blogging, Social Media, Financial Services, Project Management, Sales Analysis, Editing, Formatting Documents, Corporate Events, Press Releases, Vocus, Data Analysis
Education
University of Miami - School of Business 2006 — 2009
BBA, Finance
Whitman High School
Edward Goodall's Convergent Wealth Advisors Experience June 2015 - August 2015
Job Lead Financials Analyst at Nittany Lion Fund LLC.
Industry Financial Services
Experience
Nittany Lion Fund LLC. January 2015 - Present
Convergent Wealth Advisors June 2015 - August 2015
Bloomberg LP May 2015 - May 2015
Nittany Lion Fund LLC. December 2013 - December 2014
Skills
Windows, Event Planning, Time Management, Team Leadership, Leadership, Social Networking, Facebook, Financial Analysis, Microsoft Excel, Data Analysis, Management
Education
Penn State University 2013 — 2017
Bachelor of Science (BS), Finance
Maastricht University 2014 — 2014
Center for European Studies
Nittany Lion Fund LLC. January 2015 - Present
Convergent Wealth Advisors June 2015 - August 2015
Bloomberg LP May 2015 - May 2015
Nittany Lion Fund LLC. December 2013 - December 2014
Skills
Windows, Event Planning, Time Management, Team Leadership, Leadership, Social Networking, Facebook, Financial Analysis, Microsoft Excel, Data Analysis, Management
Education
Penn State University 2013 — 2017
Bachelor of Science (BS), Finance
Maastricht University 2014 — 2014
Center for European Studies
Danielle Malament Danielle Malament's Convergent Wealth Advisors Experience May 2013 - August 2013
Job Credit Sales & Trading Finance Management Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
The Record September 2011 - April 2015
Bank of America June 2014 - August 2014
Convergent Wealth Advisors May 2013 - August 2013
Topps Shoes January 2011 - May 2013
Dormify June 2011 - September 2012
Laurel South June 2012 - August 2012
Peer2Peer Tutors October 2007 - May 2011
Bethesda Green May 2010 - August 2010
Green-à-Porter September 2009 - May 2010
Skills
Photoshop, Microsoft Office, PowerPoint, Leadership, Financial Modeling, Social Media Marketing, Social Networking, Economics, Fundraising, Customer Service, Spanish
Education
Wharton School, University of Pennsylvania 2011 — 2015
Katholieke Universiteit Leuven 2013 — 2013
Winston Churchill High School 2007 — 2011
Bank of America Merrill Lynch June 2015 - Present
The Record September 2011 - April 2015
Bank of America June 2014 - August 2014
Convergent Wealth Advisors May 2013 - August 2013
Topps Shoes January 2011 - May 2013
Dormify June 2011 - September 2012
Laurel South June 2012 - August 2012
Peer2Peer Tutors October 2007 - May 2011
Bethesda Green May 2010 - August 2010
Green-à-Porter September 2009 - May 2010
Skills
Photoshop, Microsoft Office, PowerPoint, Leadership, Financial Modeling, Social Media Marketing, Social Networking, Economics, Fundraising, Customer Service, Spanish
Education
Wharton School, University of Pennsylvania 2011 — 2015
Katholieke Universiteit Leuven 2013 — 2013
Winston Churchill High School 2007 — 2011
Ramsey Scofield Ramsey Scofield's Convergent Wealth Advisors Experience May 2013 - August 2013
Job JD Candidate at Duke University School of Law
Industry Law Practice
Experience
Court Of Chancery April 2015 - Present
Duke University August 2014 - Present
Convergent Wealth Advisors May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Market Research, Financial Analysis, Sales, Facebook
Education
Duke University School of Law 2014 — 2017
JD, Law
Kenan-Flagler Business School 2012 — 2014
Bachelor of Science, Business Administration; Corporate Finance; Economics
Kenan-Flagler Business School 2012 — 2014
Bachelor of Science, Business Administration; Corporate Finance; Economics
University of North Carolina 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General, Phi Beta Kappa
University of North Carolina 2010 — 2014
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Court Of Chancery April 2015 - Present
Duke University August 2014 - Present
Convergent Wealth Advisors May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Market Research, Financial Analysis, Sales, Facebook
Education
Duke University School of Law 2014 — 2017
JD, Law
Kenan-Flagler Business School 2012 — 2014
Bachelor of Science, Business Administration; Corporate Finance; Economics
Kenan-Flagler Business School 2012 — 2014
Bachelor of Science, Business Administration; Corporate Finance; Economics
University of North Carolina 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General, Phi Beta Kappa
University of North Carolina 2010 — 2014
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Parlin Jessen Parlin Jessen's Convergent Wealth Advisors Experience November 2009 - March 2010
Job Owner at Fiji Yogurt
Industry Financial Services
Experience
Fiji Yogurt November 2012 - Present
Lake Forest Bank & Trust May 2010 - May 2011
Lake Forest Academy March 2010 - June 2010
Convergent Wealth Advisors November 2009 - March 2010
Carita Feliz in Nicaragua June 2009 - August 2009
Skills
Market Research, Investments, Management, Portfolio Management, Credit, Leadership, Project Management, Financial Analysis, Financial Modeling, Customer Service, Banking
Education
Miami University 2007 — 2009
Bachelor of Arts, Psychology and Mathematics
Middlesex University 2008 — 2008
Social Psychology and Psychology & Human Consciousness
Dickinson College 2005 — 2007
Psychology and Mathematics
Lake Forest Academy 2001 — 2005
Mathematics, History, English, and Spanish
Fiji Yogurt November 2012 - Present
Lake Forest Bank & Trust May 2010 - May 2011
Lake Forest Academy March 2010 - June 2010
Convergent Wealth Advisors November 2009 - March 2010
Carita Feliz in Nicaragua June 2009 - August 2009
Skills
Market Research, Investments, Management, Portfolio Management, Credit, Leadership, Project Management, Financial Analysis, Financial Modeling, Customer Service, Banking
Education
Miami University 2007 — 2009
Bachelor of Arts, Psychology and Mathematics
Middlesex University 2008 — 2008
Social Psychology and Psychology & Human Consciousness
Dickinson College 2005 — 2007
Psychology and Mathematics
Lake Forest Academy 2001 — 2005
Mathematics, History, English, and Spanish
Tessa Stubler's Convergent Wealth Advisors Experience May 2009 - August 2009
Job Senior Analyst, Sales Strategy & Operations at Salesforce
Industry Information Technology and Services
Experience
Salesforce January 2015 - Present
IBM Global Business Services January 2014 - January 2015
IBM Global Business Services October 2012 - December 2013
Goldman Sachs July 2011 - June 2012
Goldman Sachs June 2010 - August 2010
Convergent Wealth Advisors May 2009 - August 2009
Skills
Bloomberg, Analysis, Derivatives, Equities, Investment Banking, Strategy, Valuation, Financial Analysis
Education
Penn State University 2007 — 2011
Schreyer Honors College, B.S. Finance and Economics
Salesforce January 2015 - Present
IBM Global Business Services January 2014 - January 2015
IBM Global Business Services October 2012 - December 2013
Goldman Sachs July 2011 - June 2012
Goldman Sachs June 2010 - August 2010
Convergent Wealth Advisors May 2009 - August 2009
Skills
Bloomberg, Analysis, Derivatives, Equities, Investment Banking, Strategy, Valuation, Financial Analysis
Education
Penn State University 2007 — 2011
Schreyer Honors College, B.S. Finance and Economics
Olga Rusal Olga Rusal's Convergent Wealth Advisors Experience January 2013 - November 2014
Job Graphic Designer
Industry Design
Experience
Olga Rusal Designs February 2009 - Present
Harmar December 2014 - June 2015
Convergent Wealth Advisors January 2013 - November 2014
Booz Allen Hamilton February 2011 - February 2012
Otsuka America Pharmaceutical, Inc. January 2008 - February 2011
Skills
Adobe Acrobat, PowerPoint, Time Management, Microsoft Excel, Customer Service, Project Management, Microsoft Word, Microsoft Office, Event Planning, Photoshop, Research, Web Design, Advertising, Packaging, Adobe Creative Suite, Illustrator, InDesign, Graphic Design, Information Design, Social Media, Marketing, Social Media Marketing, HTML
Education
University of Baltimore 2010 — 2013
MA, Design
University of Maryland University College 2004 — 2009
BS, Business Administration
Olga Rusal Designs February 2009 - Present
Harmar December 2014 - June 2015
Convergent Wealth Advisors January 2013 - November 2014
Booz Allen Hamilton February 2011 - February 2012
Otsuka America Pharmaceutical, Inc. January 2008 - February 2011
Skills
Adobe Acrobat, PowerPoint, Time Management, Microsoft Excel, Customer Service, Project Management, Microsoft Word, Microsoft Office, Event Planning, Photoshop, Research, Web Design, Advertising, Packaging, Adobe Creative Suite, Illustrator, InDesign, Graphic Design, Information Design, Social Media, Marketing, Social Media Marketing, HTML
Education
University of Baltimore 2010 — 2013
MA, Design
University of Maryland University College 2004 — 2009
BS, Business Administration
Maureen McKenna Maureen McKenna's Convergent Wealth Advisors Experience June 2007 - August 2007
Job Program Manager at SNL Knowledge Center
Industry Banking
Experience
SNL Knowledge Center August 2010 - Present
SNL Center for Financial Education February 2009 - September 2010
SNL Center for Financial Education June 2008 - February 2009
Convergent Wealth Advisors June 2007 - August 2007
Lydian Wealth Management June 2005 - August 2005
Skills
Banking, Financial Analysis, Project Management, Program Management
Education
University of Virginia 2004 — 2008
BA, Economics, Psychology
Pontificia Universidad Católica del Perú 2006 — 2006
SNL Knowledge Center August 2010 - Present
SNL Center for Financial Education February 2009 - September 2010
SNL Center for Financial Education June 2008 - February 2009
Convergent Wealth Advisors June 2007 - August 2007
Lydian Wealth Management June 2005 - August 2005
Skills
Banking, Financial Analysis, Project Management, Program Management
Education
University of Virginia 2004 — 2008
BA, Economics, Psychology
Pontificia Universidad Católica del Perú 2006 — 2006
Andy Moler Andy Moler's Convergent Wealth Advisors Experience March 2007 - October 2008
Job Adjuster at The Public's Adjuster
Industry Insurance
Experience
The Public's Adjuster January 2014 - Present
PPD September 2012 - July 2013
AirTran Airways August 2010 - June 2012
Benefits Consultant December 2008 - April 2010
Convergent Wealth Advisors March 2007 - October 2008
Verizon Business 2005 - 2007
Skills
Finance, Budgets, Forecasting, Sales, Financial Analysis, Access, Customer Service, Team Building, Financial Modeling, Operations Management, Management, Accounting, Financial Reporting, Microsoft Office, Six Sigma, Microsoft Excel, Strategic Planning, Auditing, Investments, Leadership, Analysis, Employee Benefits, Business Strategy, Process Improvement, Cross-functional Team..., Competitive Analysis, Strategic Financial..., Business Development, Sarbanes-Oxley Act, CRM, Risk Management, Project Management
Education
University of Mississippi - School of Business Administration 2000 — 2004
BBA, Finance
The Public's Adjuster January 2014 - Present
PPD September 2012 - July 2013
AirTran Airways August 2010 - June 2012
Benefits Consultant December 2008 - April 2010
Convergent Wealth Advisors March 2007 - October 2008
Verizon Business 2005 - 2007
Skills
Finance, Budgets, Forecasting, Sales, Financial Analysis, Access, Customer Service, Team Building, Financial Modeling, Operations Management, Management, Accounting, Financial Reporting, Microsoft Office, Six Sigma, Microsoft Excel, Strategic Planning, Auditing, Investments, Leadership, Analysis, Employee Benefits, Business Strategy, Process Improvement, Cross-functional Team..., Competitive Analysis, Strategic Financial..., Business Development, Sarbanes-Oxley Act, CRM, Risk Management, Project Management
Education
University of Mississippi - School of Business Administration 2000 — 2004
BBA, Finance
David Mattia David Mattia's Convergent Wealth Advisors Experience August 2008 - June 2011
Job Senior Vice President Investments at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. June 2011 - Present
Convergent Wealth Advisors August 2008 - June 2011
Salomon Smith Barney January 1991 - August 2008
Education
Syracuse University 1986 — 1990
BA, International Relations, Economics
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
UBS Financial Services, Inc. June 2011 - Present
Convergent Wealth Advisors August 2008 - June 2011
Salomon Smith Barney January 1991 - August 2008
Education
Syracuse University 1986 — 1990
BA, International Relations, Economics
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Darrin Arbaugh Darrin Arbaugh's Convergent Wealth Advisors Experience May 2010 - Present
Job Analyst at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors May 2010 - Present
WMS Partners August 2008 - August 2009
Millennial Media November 2007 - August 2008
Gettysburg College August 2004 - May 2007
OmegaSatter May 2005 - August 2005
Education
Gettysburg College 2003 — 2007
B.A. Cum Laude, Economics with Honors, Mathematics
Convergent Wealth Advisors May 2010 - Present
WMS Partners August 2008 - August 2009
Millennial Media November 2007 - August 2008
Gettysburg College August 2004 - May 2007
OmegaSatter May 2005 - August 2005
Education
Gettysburg College 2003 — 2007
B.A. Cum Laude, Economics with Honors, Mathematics
Mary Aileen Murphy, PMP Mary Aileen Murphy, PMP's Convergent Wealth Advisors Experience August 2007 - December 2007
Job Engagement Manager at Collaborative Solutions, LLC
Industry Information Technology and Services
Experience
Collaborative Solutions, LLC October 2014 - Present
Accenture November 2009 - October 2014
Office of the Comptroller of the Currency July 2008 - November 2009
Convergent Wealth Advisors August 2007 - December 2007
Skills
OBIEE, Hyperion Reports, Business Objects, Project Management, Spanish, Financial Analysis, Smartview, Consulting, Hospitality Industry, Inventory Management, Business Analysis, Business Intelligence, Requirements Gathering, SDLC, SharePoint, Functional Design, Systems Analysis, Integration, Business Process, Requirements Analysis, Business Process Design, Business Process..., Data Integration, PMO, Data Modeling, Program Management, Enterprise Architecture, Management
Education
The George Washington University - School of Business 2009 — 2010
Master of Science, Information Systems Technology Project Management
American University - Kogod School of Business 2006 — 2009
Bachelor of Science, Accounting, International Business
Marian Catholic High School
Universidad Pontifica Comillas, ICADE
Collaborative Solutions, LLC October 2014 - Present
Accenture November 2009 - October 2014
Office of the Comptroller of the Currency July 2008 - November 2009
Convergent Wealth Advisors August 2007 - December 2007
Skills
OBIEE, Hyperion Reports, Business Objects, Project Management, Spanish, Financial Analysis, Smartview, Consulting, Hospitality Industry, Inventory Management, Business Analysis, Business Intelligence, Requirements Gathering, SDLC, SharePoint, Functional Design, Systems Analysis, Integration, Business Process, Requirements Analysis, Business Process Design, Business Process..., Data Integration, PMO, Data Modeling, Program Management, Enterprise Architecture, Management
Education
The George Washington University - School of Business 2009 — 2010
Master of Science, Information Systems Technology Project Management
American University - Kogod School of Business 2006 — 2009
Bachelor of Science, Accounting, International Business
Marian Catholic High School
Universidad Pontifica Comillas, ICADE
Dan Rice Dan Rice's Convergent Wealth Advisors Experience May 2007 - September 2008
Job President, Thayer Leader Development Group at West Point; CoAuthor "West Point Leadership: Profiles of Courage"
Industry Education Management
Experience
Thayer Leader Development Group at West Point April 2010 - Present
The Historic Thayer Hotel at West Point August 2009 - Present
Award Winning Leadership Author & Public Speaker January 2011 - Present
SunDial Capital Partners September 2009 - January 2015
Convergent Wealth Advisors May 2007 - September 2008
U.S. Trust May 2003 - May 2007
US Army September 2004 - December 2005
Bernstein Global Wealth Management April 2001 - April 2003
B. Braun Medical September 1991 - September 2000
Skills
Leadership, Leadership Development, Team Building, National Security, Army, Strategic Planning, Program Management, Management, DoD, Organizational..., Executive Management, Entrepreneurship, Military, Government, Strategy, Venture Capital, Operational Planning, Private Equity, Corporate Development, Security Clearance, Public Speaking, Start-ups, Renewable Energy, Military Operations, Alternative Investments, Mergers & Acquisitions, Management Consulting, Cross-functional Team..., Marketing Strategy, Marketing, Team Leadership, Military Experience, Educational Leadership, Military History, American History
Education
United States Military Academy at West Point 1984 — 1988
BS, National Security Field of Study
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing
Rocky Hill High School 1981 — 1984
HS
Thayer Leader Development Group at West Point April 2010 - Present
The Historic Thayer Hotel at West Point August 2009 - Present
Award Winning Leadership Author & Public Speaker January 2011 - Present
SunDial Capital Partners September 2009 - January 2015
Convergent Wealth Advisors May 2007 - September 2008
U.S. Trust May 2003 - May 2007
US Army September 2004 - December 2005
Bernstein Global Wealth Management April 2001 - April 2003
B. Braun Medical September 1991 - September 2000
Skills
Leadership, Leadership Development, Team Building, National Security, Army, Strategic Planning, Program Management, Management, DoD, Organizational..., Executive Management, Entrepreneurship, Military, Government, Strategy, Venture Capital, Operational Planning, Private Equity, Corporate Development, Security Clearance, Public Speaking, Start-ups, Renewable Energy, Military Operations, Alternative Investments, Mergers & Acquisitions, Management Consulting, Cross-functional Team..., Marketing Strategy, Marketing, Team Leadership, Military Experience, Educational Leadership, Military History, American History
Education
United States Military Academy at West Point 1984 — 1988
BS, National Security Field of Study
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing
Rocky Hill High School 1981 — 1984
HS
Katie Thomas, CFP ® Katie Thomas, CFP ®'s Convergent Wealth Advisors Experience July 2008 - November 2011
Job Vice President at Mill Creek Capital Advisors, LLC
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC October 2012 - Present
J.P. Morgan Private Bank November 2011 - October 2012
Convergent Wealth Advisors July 2008 - November 2011
Bank of America October 2004 - July 2008
Skills
Alternative Investments, Investments, Loans, Financial Advisory, Banking, Investment Management, Equities, Fixed Income, Asset Allocation, Finance, Series 7, Wealth Management, Portfolio Management, Hedge Funds, Mutual Funds
Education
Penn State University 2000 — 2004
B.S. Accounting
Clearfield Area High School 1996 — 2000
Mill Creek Capital Advisors, LLC October 2012 - Present
J.P. Morgan Private Bank November 2011 - October 2012
Convergent Wealth Advisors July 2008 - November 2011
Bank of America October 2004 - July 2008
Skills
Alternative Investments, Investments, Loans, Financial Advisory, Banking, Investment Management, Equities, Fixed Income, Asset Allocation, Finance, Series 7, Wealth Management, Portfolio Management, Hedge Funds, Mutual Funds
Education
Penn State University 2000 — 2004
B.S. Accounting
Clearfield Area High School 1996 — 2000
Ryan Streilein's Convergent Wealth Advisors Experience March 2013 - May 2014
Job Dealer Services Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners February 2015 - Present
Convergent Wealth Advisors March 2013 - May 2014
Safeway October 2009 - November 2010
Skills
Investments, PowerPoint, Microsoft Excel, WordPress, Visual Basic for..., Analysis, Portfolio Management, Finance, Financial Analysis, Communication, Valuation, Sales, Marketing, Microsoft Word, Photoshop, Bloomberg, Competitive Analysis, PerTrac, Morningstar Direct, Risk Management, Capital Markets, Website Development, Facebook, Management, Mutual Funds
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Management with a Specialization in Entrepreneurship
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Business Management
Guggenheim Partners February 2015 - Present
Convergent Wealth Advisors March 2013 - May 2014
Safeway October 2009 - November 2010
Skills
Investments, PowerPoint, Microsoft Excel, WordPress, Visual Basic for..., Analysis, Portfolio Management, Finance, Financial Analysis, Communication, Valuation, Sales, Marketing, Microsoft Word, Photoshop, Bloomberg, Competitive Analysis, PerTrac, Morningstar Direct, Risk Management, Capital Markets, Website Development, Facebook, Management, Mutual Funds
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Management with a Specialization in Entrepreneurship
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Business Management
Scott London Scott London's Convergent Wealth Advisors Experience June 2009 - August 2009
Job Market Research & Strategy Manager at Kraft Sports Group
Industry Sports
Experience
Kraft Sports Group September 2015 - Present
Boston 2024 July 2015 - August 2015
Graham Partners August 2014 - December 2014
National Basketball Association June 2014 - August 2014
The Parthenon Group September 2010 - June 2013
Boston Red Sox July 2010 - August 2010
Convergent Wealth Advisors June 2009 - August 2009
Skills
Budgets, Portfolio Management, CRM, Financial Modeling, Due Diligence, Management Consulting, Strategy, Financial Analysis, Business Strategy, Mergers & Acquisitions, Competitive Analysis, Corporate Finance, Market Research, Data Analysis, Strategic Planning, Start-ups, Investments
Education
The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Amherst College
BA Cum Laude, Economics, Spanish
Kraft Sports Group September 2015 - Present
Boston 2024 July 2015 - August 2015
Graham Partners August 2014 - December 2014
National Basketball Association June 2014 - August 2014
The Parthenon Group September 2010 - June 2013
Boston Red Sox July 2010 - August 2010
Convergent Wealth Advisors June 2009 - August 2009
Skills
Budgets, Portfolio Management, CRM, Financial Modeling, Due Diligence, Management Consulting, Strategy, Financial Analysis, Business Strategy, Mergers & Acquisitions, Competitive Analysis, Corporate Finance, Market Research, Data Analysis, Strategic Planning, Start-ups, Investments
Education
The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Amherst College
BA Cum Laude, Economics, Spanish
Mark Axmacher II's Convergent Wealth Advisors Experience 2012 - 2013
Job Vice President, Wealth Management at HSBC Securities, USA
Industry Investment Management
Experience
HSBC Securities, USA 2015 - Present
Capitol Financial Partners 2014 - 2015
Convergent Wealth Advisors 2012 - 2013
Defender Capital (LPL Financial) 2010 - 2012
Skills
Wealth Management, Investments, Investment Management, Asset Allocation, Strategic Financial..., Wealth Management..., Equities, Life Insurance, Investment Advisory, Strategic Planning, Banking, Business Development, Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Private Banking, Insurance, Retirement Planning, Finance, International Banking..., International Wealth..., Wealth Accumulation, Wealth Preservation, Wealth Transfer, Multi-generational..., Structured Products, Estate Planning, College Education..., Long Term Care Insurance, Mutual Funds, Series 7, Sales
Education
Miami University 2002 — 2006
Bachelor of Arts, Economics
New York University - Leonard N. Stern School of Business 2005 — 2005
Stern Advantage Program Summer 2005, Business
HSBC Securities, USA 2015 - Present
Capitol Financial Partners 2014 - 2015
Convergent Wealth Advisors 2012 - 2013
Defender Capital (LPL Financial) 2010 - 2012
Skills
Wealth Management, Investments, Investment Management, Asset Allocation, Strategic Financial..., Wealth Management..., Equities, Life Insurance, Investment Advisory, Strategic Planning, Banking, Business Development, Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Private Banking, Insurance, Retirement Planning, Finance, International Banking..., International Wealth..., Wealth Accumulation, Wealth Preservation, Wealth Transfer, Multi-generational..., Structured Products, Estate Planning, College Education..., Long Term Care Insurance, Mutual Funds, Series 7, Sales
Education
Miami University 2002 — 2006
Bachelor of Arts, Economics
New York University - Leonard N. Stern School of Business 2005 — 2005
Stern Advantage Program Summer 2005, Business
Marjorie (Maggie) Haight Marjorie (Maggie) Haight's Convergent Wealth Advisors Experience April 2008 - December 2008
Job Project Director at BJH Advisors, LLC
Industry Public Policy
Experience
BJH Advisors, LLC September 2015 - Present
Federal Reserve Bank of New York July 2013 - Present
BJH Advisors 2015 - 2015
Princeton University September 2011 - June 2013
Federal Reserve Bank of New York June 2012 - August 2012
Regional Plan Association March 2012 - June 2012
Three Rivers Community Action, Inc. September 2009 - September 2011
Convergent Wealth Advisors April 2008 - December 2008
Skills
Economics, Research, Quantitative Analysis, Public Policy, Microsoft Office, Microsoft CRM, Stata, ArcGIS, Drupal, Statistics, Policy Analysis, Quantitative Analytics, Community Development, Econometrics, Leadership, Data Analysis, Internal Communications
Education
Princeton University 2011 — 2013
Master of Public Affairs (MPA), Domestic Policy
University of Washington 2005 — 2009
Bachelor of Science (BS), Economics
BJH Advisors, LLC September 2015 - Present
Federal Reserve Bank of New York July 2013 - Present
BJH Advisors 2015 - 2015
Princeton University September 2011 - June 2013
Federal Reserve Bank of New York June 2012 - August 2012
Regional Plan Association March 2012 - June 2012
Three Rivers Community Action, Inc. September 2009 - September 2011
Convergent Wealth Advisors April 2008 - December 2008
Skills
Economics, Research, Quantitative Analysis, Public Policy, Microsoft Office, Microsoft CRM, Stata, ArcGIS, Drupal, Statistics, Policy Analysis, Quantitative Analytics, Community Development, Econometrics, Leadership, Data Analysis, Internal Communications
Education
Princeton University 2011 — 2013
Master of Public Affairs (MPA), Domestic Policy
University of Washington 2005 — 2009
Bachelor of Science (BS), Economics
Donald Webber Jr. Donald Webber Jr.'s Convergent Wealth Advisors Experience January 2009 - May 2009
Job Transaction Advisory Senior at EY
Industry Management Consulting
Experience
Ernst & Young January 2014 - Present
Ernst & Young November 2011 - December 2013
SRA International January 2011 - November 2011
SRA International July 2010 - January 2011
Optimal Solutions Group March 2010 - June 2010
Federal Reserve Bank of Richmond September 2009 - December 2009
Federal Reserve Bank of New York June 2009 - August 2009
Convergent Wealth Advisors January 2009 - May 2009
Optimal Solutions Group September 2008 - December 2008
Dell February 2007 - September 2008
Skills
Financial Modeling, Project Management, Data Analysis, SharePoint, Managerial Finance, Leadership, Business Process..., Merger Integration, Real Estate Acquisition..., SAP, Transactional Analysis, Operating Model Design, Operational..., Synergy Analysis, Day One Readiness, Carve-out Readiness
Education
University of Maryland College Park 2006 — 2010
Bachelor of Arts (B.A.), Economics
Lakeland High School 2002 — 2006
Diploma
Ernst & Young January 2014 - Present
Ernst & Young November 2011 - December 2013
SRA International January 2011 - November 2011
SRA International July 2010 - January 2011
Optimal Solutions Group March 2010 - June 2010
Federal Reserve Bank of Richmond September 2009 - December 2009
Federal Reserve Bank of New York June 2009 - August 2009
Convergent Wealth Advisors January 2009 - May 2009
Optimal Solutions Group September 2008 - December 2008
Dell February 2007 - September 2008
Skills
Financial Modeling, Project Management, Data Analysis, SharePoint, Managerial Finance, Leadership, Business Process..., Merger Integration, Real Estate Acquisition..., SAP, Transactional Analysis, Operating Model Design, Operational..., Synergy Analysis, Day One Readiness, Carve-out Readiness
Education
University of Maryland College Park 2006 — 2010
Bachelor of Arts (B.A.), Economics
Lakeland High School 2002 — 2006
Diploma
Chip Aronica's Convergent Wealth Advisors Experience June 2010 - May 2011
Job Due Diligence Analyst at Citi Private Bank
Industry Financial Services
Experience
Citi October 2012 - Present
Trade Supply Group August 2011 - September 2012
Convergent Wealth Advisors June 2010 - May 2011
Education
Lafayette College 2006 — 2010
BA, Economics and Business
Citi October 2012 - Present
Trade Supply Group August 2011 - September 2012
Convergent Wealth Advisors June 2010 - May 2011
Education
Lafayette College 2006 — 2010
BA, Economics and Business
Mindy Day-Hodges Mindy Day-Hodges's Convergent Wealth Advisors Experience 2008 - 2008
Job Investment Specialist/Portfolio Manager
Industry Investment Management
Experience
Convergent Wealth Advisors 2008 - 2008
Bessemer Trust 2007 - 2008
US Trust 1998 - 2007
Principal Financial Group January 1998 - October 1999
United States Peace Corps Koutiala, Mali - West Africa August 1995 - November 1997
Education
University of Southern California - Marshall School of Business 2001 — 2003
University of Northern Iowa 1991 — 1995
Bachelor of Arts, Finance
Convergent Wealth Advisors 2008 - 2008
Bessemer Trust 2007 - 2008
US Trust 1998 - 2007
Principal Financial Group January 1998 - October 1999
United States Peace Corps Koutiala, Mali - West Africa August 1995 - November 1997
Education
University of Southern California - Marshall School of Business 2001 — 2003
University of Northern Iowa 1991 — 1995
Bachelor of Arts, Finance
Don Berghoff Don Berghoff's Convergent Wealth Advisors Experience April 2008 - April 2009
Job Director of Business Development
Industry E-Learning
Experience
Cogentys Corporation July 2009 - Present
Convergent Wealth Advisors April 2008 - April 2009
Northern Trust June 2006 - March 2008
Northern Trust December 1998 - June 2006
Skills
Sales, Business Strategy, Investments, Business Development, Strategic Planning, Leadership, Wealth Management..., Financial Services, Learning Management, Technology, Finance, Management, Marketing Strategy, CRM, SaaS, Start-ups, Strategy
Education
UCLA Anderson School of Management 2005 — 2006
Certificate in Management, Management
California State University-Northridge 1976 — 1980
Bachelor of Science, Finance
Cogentys Corporation July 2009 - Present
Convergent Wealth Advisors April 2008 - April 2009
Northern Trust June 2006 - March 2008
Northern Trust December 1998 - June 2006
Skills
Sales, Business Strategy, Investments, Business Development, Strategic Planning, Leadership, Wealth Management..., Financial Services, Learning Management, Technology, Finance, Management, Marketing Strategy, CRM, SaaS, Start-ups, Strategy
Education
UCLA Anderson School of Management 2005 — 2006
Certificate in Management, Management
California State University-Northridge 1976 — 1980
Bachelor of Science, Finance
John (J.T.) Scully John (J.T.) Scully's Convergent Wealth Advisors Experience November 2001 - October 2008
Job Regional Director
Industry Financial Services
Experience
jtscully.md@gmail.com December 2010 - June 2012
Wizard Wall & Cling Photo August 2010 - December 2010
Wachovia Wealth Management February 2009 - June 2010
Convergent Wealth Advisors November 2001 - October 2008
Bernstein Global Wealth Management March 1998 - April 2001
Paine Webber 1995 - 1998
Spectrum Capital Group 1991 - 1994
Carey Financial Corporation 1987 - 1991
Education
Archmere Academy
Temple University - Fox School of Business and Management
MBA, Finance
University of Delaware - Lerner College of Business and Economics
BS, Business Administration
jtscully.md@gmail.com December 2010 - June 2012
Wizard Wall & Cling Photo August 2010 - December 2010
Wachovia Wealth Management February 2009 - June 2010
Convergent Wealth Advisors November 2001 - October 2008
Bernstein Global Wealth Management March 1998 - April 2001
Paine Webber 1995 - 1998
Spectrum Capital Group 1991 - 1994
Carey Financial Corporation 1987 - 1991
Education
Archmere Academy
Temple University - Fox School of Business and Management
MBA, Finance
University of Delaware - Lerner College of Business and Economics
BS, Business Administration
Matthew Tigert, CIMA® Matthew Tigert, CIMA®'s Convergent Wealth Advisors Experience August 2005 - October 2010
Job Director of Operations at Freestone Capital Management
Industry Financial Services
Experience
Freestone Capital Management July 2015 - Present
EnvestnetTamarac February 2013 - July 2015
EnvestnetTamarac November 2010 - February 2013
Convergent Wealth Advisors August 2005 - October 2010
Convergent Wealth Advisors October 2007 - April 2010
Convergent Wealth Advisors January 2006 - October 2007
Lydian Wealth Management August 2005 - January 2006
High Point Farm Catering January 1997 - January 2005
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Management, Hedge Funds, Investment Strategies, Leadership, Financial Services, Investment Advisory, CRM, Analysis, Private Equity
Education
Taylor University 1999 — 2003
Bachelor of Arts
Montrose Christian 1996 — 1999
Freestone Capital Management July 2015 - Present
EnvestnetTamarac February 2013 - July 2015
EnvestnetTamarac November 2010 - February 2013
Convergent Wealth Advisors August 2005 - October 2010
Convergent Wealth Advisors October 2007 - April 2010
Convergent Wealth Advisors January 2006 - October 2007
Lydian Wealth Management August 2005 - January 2006
High Point Farm Catering January 1997 - January 2005
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Management, Hedge Funds, Investment Strategies, Leadership, Financial Services, Investment Advisory, CRM, Analysis, Private Equity
Education
Taylor University 1999 — 2003
Bachelor of Arts
Montrose Christian 1996 — 1999
Taylor Wright Taylor Wright's Convergent Wealth Advisors Experience May 2014 - August 2014
Job Assistant Technical Recruiter at Workbridge Associates
Industry Financial Services
Experience
Workbridge Associates September 2015 - Present
Convergent Wealth Advisors May 2014 - August 2014
HireONE June 2013 - May 2014
WrightGroup LLC January 2009 - September 2011
Montgomery County Golf April 2007 - September 2011
Skills
Microsoft Office, Customer Service, Social Media, Data Analysis, Public Speaking, Accounting, Sales, Telecommunications, Market Research, Business Analysis, Data Entry, Social Networking, Economics, SharePoint, Microsoft CRM, Business Development, Project Management, Teamwork, Financial Analysis, Stata, Project Planning, Team Leadership, Fundraising, Team Building, Budgets, Inventory Management, Retail, Software Documentation
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Arts (BA)
Col. Zadok Magruder 2006 — 2010
Montgomery College 2009 — 2009
Workbridge Associates September 2015 - Present
Convergent Wealth Advisors May 2014 - August 2014
HireONE June 2013 - May 2014
WrightGroup LLC January 2009 - September 2011
Montgomery County Golf April 2007 - September 2011
Skills
Microsoft Office, Customer Service, Social Media, Data Analysis, Public Speaking, Accounting, Sales, Telecommunications, Market Research, Business Analysis, Data Entry, Social Networking, Economics, SharePoint, Microsoft CRM, Business Development, Project Management, Teamwork, Financial Analysis, Stata, Project Planning, Team Leadership, Fundraising, Team Building, Budgets, Inventory Management, Retail, Software Documentation
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Arts (BA)
Col. Zadok Magruder 2006 — 2010
Montgomery College 2009 — 2009
Conner Boillat Conner Boillat's Convergent Wealth Advisors Experience May 2010 - August 2011
Job Private Wealth Analyst | Research Associate at LVW Advisors
Industry Financial Services
Experience
LVW Advisors July 2015 - Present
Bloomberg LP June 2014 - June 2015
University of Richmond May 2013 - May 2014
Kinloch Golf Club May 2013 - September 2013
LVW Advisors May 2012 - August 2012
Convergent Wealth Advisors May 2010 - August 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Bloomberg Terminal, Economics, Public Speaking, Leadership, Investments, Portfolio Management, Youth Mentoring, Finance, Microsoft Excel, Community Outreach, Microsoft Office, Wealth Management, PowerPoint, Research, Social Media, Fundraising, Spanish, Work Ethic, Problem Solving, Strategic Financial..., Financial Analysis, Financial Modeling, Trading, Corporate Finance, Financial Markets, Nonprofits, Data Analysis, Teamwork, Microsoft Word, Youth Leadership, Volunteer Recruiting, Time Management, Youth Ministry, Access
Education
2016 Level II Candidate in the CFA Program
University of Richmond 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Class of 2014
McQuaid Jesuit HS 2005 — 2010
LVW Advisors July 2015 - Present
Bloomberg LP June 2014 - June 2015
University of Richmond May 2013 - May 2014
Kinloch Golf Club May 2013 - September 2013
LVW Advisors May 2012 - August 2012
Convergent Wealth Advisors May 2010 - August 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Bloomberg Terminal, Economics, Public Speaking, Leadership, Investments, Portfolio Management, Youth Mentoring, Finance, Microsoft Excel, Community Outreach, Microsoft Office, Wealth Management, PowerPoint, Research, Social Media, Fundraising, Spanish, Work Ethic, Problem Solving, Strategic Financial..., Financial Analysis, Financial Modeling, Trading, Corporate Finance, Financial Markets, Nonprofits, Data Analysis, Teamwork, Microsoft Word, Youth Leadership, Volunteer Recruiting, Time Management, Youth Ministry, Access
Education
2016 Level II Candidate in the CFA Program
University of Richmond 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Class of 2014
McQuaid Jesuit HS 2005 — 2010
Christopher Boyajian's Convergent Wealth Advisors Experience September 2015 - Present
Job Intern at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors September 2015 - Present
The Philadelphia Group June 2015 - August 2015
U.S. House of Representatives May 2013 - August 2013
Junior State of America July 2011 - June 2012
Skills
Research, Public Speaking, Politics, Leadership, Event Planning, Economics, Government, Fundraising, Political Campaigns, Public Policy, Finance, Financial Modeling, Microsoft Excel, Tableau, Microsoft Word, Financial Analysis, Forecasting, Policy Analysis
Education
Hillsdale College 2012 — 2015
Bachelor’s Degree, Finance, General, 3.63 major GPA, 3.41 cumulative GPA
University of Pennsylvania - The Wharton School
Convergent Wealth Advisors September 2015 - Present
The Philadelphia Group June 2015 - August 2015
U.S. House of Representatives May 2013 - August 2013
Junior State of America July 2011 - June 2012
Skills
Research, Public Speaking, Politics, Leadership, Event Planning, Economics, Government, Fundraising, Political Campaigns, Public Policy, Finance, Financial Modeling, Microsoft Excel, Tableau, Microsoft Word, Financial Analysis, Forecasting, Policy Analysis
Education
Hillsdale College 2012 — 2015
Bachelor’s Degree, Finance, General, 3.63 major GPA, 3.41 cumulative GPA
University of Pennsylvania - The Wharton School
Josue Pinto Josue Pinto's Convergent Wealth Advisors Experience 2004 - 2005
Job Realtor® at Keller Williams Capital Properties Licensed in DC, Maryland and Virginia
Industry Real Estate
Experience
Keller Williams Capital Properties May 2015 - Present
Deloitte Consulting February 2010 - June 2015
Accenture February 2007 - January 2010
RE/MAX PROS August 2005 - February 2007
IBM Business Consulting Services August 2005 - January 2006
Convergent Wealth Advisors 2004 - 2005
Skills
Management Consulting, Business Process..., CRM, Project Management, Leadership, Organizational Design, Business Process Design, Management, Financial Analysis, Strategic Planning, Business Strategy, Training, Spanish, Consulting, Strategic Partnerships, Change Management, Outsourcing, Program Management, Business Transformation, Business Process, Business Process..., Finance, Six Sigma, Project Planning, DoD, Business Analysis, Bilingual, Marketing Strategy, Strategic Thinking, Human Capital Management, Wealth Management, Real Estate, Federal Government, Strategic Communications, Lean Management, Real Estate Financing, Defense, Community Outreach, Community Engagement, Non-profit Leadership, Non-profit Program..., Business Relationship..., Public/private..., Strategy, Analysis, Team Leadership, Public Speaking, Microsoft Office, Budgets, Human Resources
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
B.S., Finance
Quince Orchard HS 1998 — 2001
High School Diploma
Keller Williams Capital Properties May 2015 - Present
Deloitte Consulting February 2010 - June 2015
Accenture February 2007 - January 2010
RE/MAX PROS August 2005 - February 2007
IBM Business Consulting Services August 2005 - January 2006
Convergent Wealth Advisors 2004 - 2005
Skills
Management Consulting, Business Process..., CRM, Project Management, Leadership, Organizational Design, Business Process Design, Management, Financial Analysis, Strategic Planning, Business Strategy, Training, Spanish, Consulting, Strategic Partnerships, Change Management, Outsourcing, Program Management, Business Transformation, Business Process, Business Process..., Finance, Six Sigma, Project Planning, DoD, Business Analysis, Bilingual, Marketing Strategy, Strategic Thinking, Human Capital Management, Wealth Management, Real Estate, Federal Government, Strategic Communications, Lean Management, Real Estate Financing, Defense, Community Outreach, Community Engagement, Non-profit Leadership, Non-profit Program..., Business Relationship..., Public/private..., Strategy, Analysis, Team Leadership, Public Speaking, Microsoft Office, Budgets, Human Resources
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
B.S., Finance
Quince Orchard HS 1998 — 2001
High School Diploma
Rebecca Cho Rebecca Cho's Convergent Wealth Advisors Experience December 2011 - September 2012
Job Program Capture Analyst at Paradyme Management Inc.
Industry Public Policy
Experience
Paradyme Management Inc. June 2014 - Present
Lockheed Martin Energy Solutions January 2014 - June 2014
Convergent Wealth Advisors December 2011 - September 2012
Henry C. Clarke, Jr., PA October 2011 - December 2011
Bull City Forward January 2011 - May 2011
University of North Carolina at Chapel Hill Business Continuity Office May 2007 - December 2007
Skills
Oral and Written..., Planning and..., Resourceful..., Research, Public Speaking, Data Analysis, Policy, Program Management, Strategic Planning, Project Management, Financial Analysis, Microsoft Word, Management
Education
University of North Carolina at Chapel Hill 2005 — 2011
Bachelor of Arts (B.A.), Public Policy
Paradyme Management Inc. June 2014 - Present
Lockheed Martin Energy Solutions January 2014 - June 2014
Convergent Wealth Advisors December 2011 - September 2012
Henry C. Clarke, Jr., PA October 2011 - December 2011
Bull City Forward January 2011 - May 2011
University of North Carolina at Chapel Hill Business Continuity Office May 2007 - December 2007
Skills
Oral and Written..., Planning and..., Resourceful..., Research, Public Speaking, Data Analysis, Policy, Program Management, Strategic Planning, Project Management, Financial Analysis, Microsoft Word, Management
Education
University of North Carolina at Chapel Hill 2005 — 2011
Bachelor of Arts (B.A.), Public Policy
Renat Yusufov Renat Yusufov's Convergent Wealth Advisors Experience January 2008 - August 2008
Job Associate at Related Companies
Industry Real Estate
Experience
Related Companies April 2015 - Present
Red Sea Ventures September 2014 - April 2015
Forum Partners July 2014 - October 2014
Highnote Foundry June 2014 - August 2014
PricewaterhouseCoopers LLP (PwC) August 2009 - December 2013
Convergent Wealth Advisors January 2008 - August 2008
The White House 2006 - 2007
Skills
Financial Modeling, Capital Markets, Portfolio Management, Project Management, Management Consulting, Due Diligence, PMP, Finance, Valuation, Investments, Venture Capital, Business Case, Microsoft Office, FATCA, Auditing, Project Planning, Business Requirements, Project Coordination, Global Politics, MS Office Suite, Business Case..., MS Paint, Real Estate
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Investment Management, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
B.B.A., Finance, International Business, Cum Laude
Institut d'Etudes politiques de Paris 2007 — 2008
Study Abroad, Finance, Marketing, Product Placement of Luxury Goods
Related Companies April 2015 - Present
Red Sea Ventures September 2014 - April 2015
Forum Partners July 2014 - October 2014
Highnote Foundry June 2014 - August 2014
PricewaterhouseCoopers LLP (PwC) August 2009 - December 2013
Convergent Wealth Advisors January 2008 - August 2008
The White House 2006 - 2007
Skills
Financial Modeling, Capital Markets, Portfolio Management, Project Management, Management Consulting, Due Diligence, PMP, Finance, Valuation, Investments, Venture Capital, Business Case, Microsoft Office, FATCA, Auditing, Project Planning, Business Requirements, Project Coordination, Global Politics, MS Office Suite, Business Case..., MS Paint, Real Estate
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Investment Management, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
B.B.A., Finance, International Business, Cum Laude
Institut d'Etudes politiques de Paris 2007 — 2008
Study Abroad, Finance, Marketing, Product Placement of Luxury Goods
Jordan Weisz's Convergent Wealth Advisors Experience June 2014 - August 2014
Job Passionate about Business Strategy and New Venture Financing
Industry Management Consulting
Experience
Freelance Music Consultant June 2011 - Present
Convergent Wealth Advisors June 2014 - August 2014
Jewish Community Center June 2013 - July 2013
The Wine Harvest June 2013 - July 2013
Grafik June 2012 - August 2012
Blue Corona June 2011 - August 2011
MemberCar June 2010 - August 2010
Skills
Finance, Management, Stock Picking, Social Networking, Entrepreneurship, Financial Market..., Online Marketing, Social Media Marketing, Team Leadership, Social Media, Leadership Development, Organizational..., Blog Marketing, Blogging, Facebook, Talent Booking, Public Speaking, Oil Painting, Concerts, Promotions, Concert Promotion, Artist Booking, Artist Public Relations, Layout and Design, Valuation, Monte Carlo Simulation, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Entrepreneurship and Emerging Enterprises, Business, Sophomore
University of New South Wales 2013 — 2013
Fall 2013, Semester abroad
Freelance Music Consultant June 2011 - Present
Convergent Wealth Advisors June 2014 - August 2014
Jewish Community Center June 2013 - July 2013
The Wine Harvest June 2013 - July 2013
Grafik June 2012 - August 2012
Blue Corona June 2011 - August 2011
MemberCar June 2010 - August 2010
Skills
Finance, Management, Stock Picking, Social Networking, Entrepreneurship, Financial Market..., Online Marketing, Social Media Marketing, Team Leadership, Social Media, Leadership Development, Organizational..., Blog Marketing, Blogging, Facebook, Talent Booking, Public Speaking, Oil Painting, Concerts, Promotions, Concert Promotion, Artist Booking, Artist Public Relations, Layout and Design, Valuation, Monte Carlo Simulation, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Entrepreneurship and Emerging Enterprises, Business, Sophomore
University of New South Wales 2013 — 2013
Fall 2013, Semester abroad
Doug Pederson's Convergent Wealth Advisors Experience January 2009 - May 2009
Job Student at Harvard Business School
Industry Defense & Space
Experience
United States Air Force April 2013 - June 2015
United States Air Force April 2011 - April 2013
United States Air Force August 2009 - April 2011
Convergent Wealth Advisors January 2009 - May 2009
Interface Engineering May 2008 - August 2008
University of Portland August 2006 - November 2007
Skills
Engineering, Leadership, Program Management, Engineering Management, Microsoft Office, Teamwork, Management, Team Leadership, Public Speaking, Systems Engineering, Technical Leadership, Matlab, HVAC, AutoCAD, Team Motivator, Mechanical Engineering, Cross-functional Team..., MS Project, Solidworks, Spectrum Management, Long Distance Running, Triathlon, Camping
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
U.S. Air Force Institute of Technology 2009 — 2011
M.S. Aeronautical Engineering, Aeronautical Engineering
University of Portland 2004 — 2009
B.S., Mechanical Engineering, Business, Entrepreneurship
United States Air Force April 2013 - June 2015
United States Air Force April 2011 - April 2013
United States Air Force August 2009 - April 2011
Convergent Wealth Advisors January 2009 - May 2009
Interface Engineering May 2008 - August 2008
University of Portland August 2006 - November 2007
Skills
Engineering, Leadership, Program Management, Engineering Management, Microsoft Office, Teamwork, Management, Team Leadership, Public Speaking, Systems Engineering, Technical Leadership, Matlab, HVAC, AutoCAD, Team Motivator, Mechanical Engineering, Cross-functional Team..., MS Project, Solidworks, Spectrum Management, Long Distance Running, Triathlon, Camping
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
U.S. Air Force Institute of Technology 2009 — 2011
M.S. Aeronautical Engineering, Aeronautical Engineering
University of Portland 2004 — 2009
B.S., Mechanical Engineering, Business, Entrepreneurship
Kelly Lourenco Kelly Lourenco's Convergent Wealth Advisors Experience June 2010 - December 2014
Job Associate at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC January 2015 - Present
Convergent Wealth Advisors June 2010 - December 2014
Research Financial Strategies. Inc. September 2006 - May 2010
Education
Philadelphia University 2002 — 2006
Bachelor of Science (B.S.), Fashion Merchandising
Academy of the Holy Cross 1998 — 2002
The Presidio Group LLC January 2015 - Present
Convergent Wealth Advisors June 2010 - December 2014
Research Financial Strategies. Inc. September 2006 - May 2010
Education
Philadelphia University 2002 — 2006
Bachelor of Science (B.S.), Fashion Merchandising
Academy of the Holy Cross 1998 — 2002
Bradley Rotter's Convergent Wealth Advisors Experience January 2013 - April 2013
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Gabriel Decker, CFP®, CIMA® Gabriel Decker, CFP®, CIMA®'s Convergent Wealth Advisors Experience March 2007 - Present
Job Managing Director at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors March 2007 - Present
T Rowe Price August 2003 - March 2007
Skills
Wealth Management, Alternative Investments, Investment Advisory
Education
University of Baltimore 2001 — 2005
BS/MS, Finance
Mt. St. Joseph 1994 — 1998
Convergent Wealth Advisors March 2007 - Present
T Rowe Price August 2003 - March 2007
Skills
Wealth Management, Alternative Investments, Investment Advisory
Education
University of Baltimore 2001 — 2005
BS/MS, Finance
Mt. St. Joseph 1994 — 1998
Jonathan Straub Jonathan Straub's Convergent Wealth Advisors Experience 2004 - 2014
Job CoFounder And Principal at AdvicePeriod LLC
Industry Financial Services
Experience
AdvicePeriod 2014 - Present
Betterment Institutional 2014 - Present
Convergent Wealth Advisors 2004 - 2014
DeltaTech Partners 2002 - 2004
Skills
Strategic Leadership, Business Strategy, Technology Transfer, Hedge Funds, Alternative Investments, Wealth Management, Venture Capital
Education
Boston College 1995 — 1999
Bachelor of Science (B.S.), Finance
Suffolk University Law School 1999 — 2002
Juris Doctor
AdvicePeriod 2014 - Present
Betterment Institutional 2014 - Present
Convergent Wealth Advisors 2004 - 2014
DeltaTech Partners 2002 - 2004
Skills
Strategic Leadership, Business Strategy, Technology Transfer, Hedge Funds, Alternative Investments, Wealth Management, Venture Capital
Education
Boston College 1995 — 1999
Bachelor of Science (B.S.), Finance
Suffolk University Law School 1999 — 2002
Juris Doctor
Aditi Kumar's Convergent Wealth Advisors Experience May 2010 - August 2010
Job Student at American University, Washington College of Law
Industry Law Practice
Experience
U.S. Mint January 2015 - April 2015
Superior Court of the District of Columbia January 2015 - April 2015
Civil Advocacy Clinic - American University Washington College of Law August 2014 - December 2014
Pension Benefit Guaranty Corporation (PBGC) May 2014 - July 2014
National Immigrant Women's Advocacy Project September 2013 - May 2014
U.S. Department of Labor July 2013 - December 2013
State’s Attorney’s Office for Montgomery County October 2012 - January 2013
Target June 2011 - April 2012
Convergent Wealth Advisors May 2010 - August 2010
Skills
Bilingual, Leadership, Strategy, Legal Research, Microsoft Office, Legal Writing, Litigation, Hearings, Management, PowerPoint, Public Speaking, Research, Microsoft Excel, Appeals, Policy Analysis, Public Policy
Education
American University, Washington College of Law 2012 — 2015
Doctor of Law (J.D.)
University of Maryland College Park 2007 — 2011
Bachelor of Science, Finance, International Business, Women's Studies
U.S. Mint January 2015 - April 2015
Superior Court of the District of Columbia January 2015 - April 2015
Civil Advocacy Clinic - American University Washington College of Law August 2014 - December 2014
Pension Benefit Guaranty Corporation (PBGC) May 2014 - July 2014
National Immigrant Women's Advocacy Project September 2013 - May 2014
U.S. Department of Labor July 2013 - December 2013
State’s Attorney’s Office for Montgomery County October 2012 - January 2013
Target June 2011 - April 2012
Convergent Wealth Advisors May 2010 - August 2010
Skills
Bilingual, Leadership, Strategy, Legal Research, Microsoft Office, Legal Writing, Litigation, Hearings, Management, PowerPoint, Public Speaking, Research, Microsoft Excel, Appeals, Policy Analysis, Public Policy
Education
American University, Washington College of Law 2012 — 2015
Doctor of Law (J.D.)
University of Maryland College Park 2007 — 2011
Bachelor of Science, Finance, International Business, Women's Studies
Inessa Mischenko's Convergent Wealth Advisors Experience April 2006 - March 2014
Job Director of Client Operations and Compliance at Threshold Group
Industry Financial Services
Experience
ParenteBeard Wealth Management March 2014 - March 2015
Convergent Wealth Advisors April 2006 - March 2014
ING FINANCIAL PARTNERS/DCS LLC October 2003 - April 2006
FREMONT INVESTMENT ADVISORS, INC. February 2000 - October 2002
AMEX FINANCIAL ADVISORS / IDS LIFE INSURANCE 1999 - 2000
Skills
Series 7, Series 63, Series 65, Alternative Investments, Wealth Management, Mutual Funds, Investments, Investment Advisory, Hedge Funds, Asset Managment, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Investment Management, Strategy, Investment Strategies, Asset Allocation, Asset Management, Financial Services, Finance, Fixed Income, Bloomberg, Bonds, Derivatives, CRM, Wealth, Retirement Planning, Financial Modeling, Capital Markets, Financial Markets, Equities, Trading, Financial Planning, Risk Management, Analysis
Education
Cannon Financial Institute 2012 — 2014
Securities Operations Professional II, Securities Operations, Certification
The University of Chicago - Booth School of Business 2012 — 2012
Executive Program, Information and Technology
Tashkent Economy University 1990 — 1991
Certification, Modern Economy Studies
Tashkent State Conservatory 1982 — 1987
Master of Arts (M.A.), Education and Performance Art
ParenteBeard Wealth Management March 2014 - March 2015
Convergent Wealth Advisors April 2006 - March 2014
ING FINANCIAL PARTNERS/DCS LLC October 2003 - April 2006
FREMONT INVESTMENT ADVISORS, INC. February 2000 - October 2002
AMEX FINANCIAL ADVISORS / IDS LIFE INSURANCE 1999 - 2000
Skills
Series 7, Series 63, Series 65, Alternative Investments, Wealth Management, Mutual Funds, Investments, Investment Advisory, Hedge Funds, Asset Managment, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Investment Management, Strategy, Investment Strategies, Asset Allocation, Asset Management, Financial Services, Finance, Fixed Income, Bloomberg, Bonds, Derivatives, CRM, Wealth, Retirement Planning, Financial Modeling, Capital Markets, Financial Markets, Equities, Trading, Financial Planning, Risk Management, Analysis
Education
Cannon Financial Institute 2012 — 2014
Securities Operations Professional II, Securities Operations, Certification
The University of Chicago - Booth School of Business 2012 — 2012
Executive Program, Information and Technology
Tashkent Economy University 1990 — 1991
Certification, Modern Economy Studies
Tashkent State Conservatory 1982 — 1987
Master of Arts (M.A.), Education and Performance Art
Alex Ngounou Alex Ngounou's Convergent Wealth Advisors Experience March 2013 - Present
Job
Industry Financial Services
Experience
Convergent Wealth Advisors March 2013 - Present
Skills
Computer Hardware, Troubleshooting, Windows, Microsoft Office, Help Desk Support, PowerPoint, Networking, Operating Systems, Servers, Computer Engineering, C++, OS X, C, VMware, Virtualization, Storage Management, Microsoft Technologies, Cisco Routers, Mac OS, Apple Software, Backup & Recovery..., Swift, Cisco Networking, Cisco Technologies, EMC, Network Security, Microsoft CRM, SharePoint, EMC Storage, Fax Server, RightFax, Tape Backup, Xcode
Education
Prince George's Community College 2005 — 2008
Associates
Convergent Wealth Advisors March 2013 - Present
Skills
Computer Hardware, Troubleshooting, Windows, Microsoft Office, Help Desk Support, PowerPoint, Networking, Operating Systems, Servers, Computer Engineering, C++, OS X, C, VMware, Virtualization, Storage Management, Microsoft Technologies, Cisco Routers, Mac OS, Apple Software, Backup & Recovery..., Swift, Cisco Networking, Cisco Technologies, EMC, Network Security, Microsoft CRM, SharePoint, EMC Storage, Fax Server, RightFax, Tape Backup, Xcode
Education
Prince George's Community College 2005 — 2008
Associates
Lennart Lepner Lennart Lepner's Convergent Wealth Advisors Experience June 2005 - August 2005
Job Strategic Finance at AppDirect
Industry Internet
Experience
AppDirect September 2012 - Present
Keefe, Bruyette & Woods, Inc. January 2010 - July 2012
Keefe, Bruyette & Woods, Inc. July 2007 - December 2009
Fortigent, LLC May 2006 - August 2006
Convergent Wealth Advisors June 2005 - August 2005
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Business Strategy, Finance, Investments, Valuation
Education
Amherst College 2004 — 2007
B.A., Economics, Psychology
University of South Carolina Upstate 2002 — 2004
Business Administartion
AppDirect September 2012 - Present
Keefe, Bruyette & Woods, Inc. January 2010 - July 2012
Keefe, Bruyette & Woods, Inc. July 2007 - December 2009
Fortigent, LLC May 2006 - August 2006
Convergent Wealth Advisors June 2005 - August 2005
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Business Strategy, Finance, Investments, Valuation
Education
Amherst College 2004 — 2007
B.A., Economics, Psychology
University of South Carolina Upstate 2002 — 2004
Business Administartion
Jeron Davis Jeron Davis's Convergent Wealth Advisors Experience March 2014 - May 2015
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi May 2015 - Present
Convergent Wealth Advisors March 2014 - May 2015
Management Leadership for Tomorrow (MLT) 2013 - 2015
C3 Systems May 2013 - August 2013
Business Consulting January 2012 - August 2012
Law Office of A. Stafford Hearns December 2011 - February 2012
www.bestlaptopsdeal.com June 2008 - August 2008
Skills
Excel VBA Programming, Financial Modeling, Business Planning, Finance, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Financial Analysis, Public Speaking, Entrepreneurship
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Finance & Information Systems
Citi May 2015 - Present
Convergent Wealth Advisors March 2014 - May 2015
Management Leadership for Tomorrow (MLT) 2013 - 2015
C3 Systems May 2013 - August 2013
Business Consulting January 2012 - August 2012
Law Office of A. Stafford Hearns December 2011 - February 2012
www.bestlaptopsdeal.com June 2008 - August 2008
Skills
Excel VBA Programming, Financial Modeling, Business Planning, Finance, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Financial Analysis, Public Speaking, Entrepreneurship
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Finance & Information Systems
David Kelman David Kelman's Convergent Wealth Advisors Experience February 2015 - Present
Job Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors February 2015 - Present
Next Capital Management LLC June 2009 - February 2015
Yoga Sutra 2003 - 2009
Bank of America Merrill Lynch 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2002
Robert Fleming 1995 - 1996
Bear Stearns 1993 - 1995
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Babson College 1989 — 1993
BS, cum laude, Finance
National Outdoor Leadership School (NOLS) 1992 — 1992
Brooks Range Wilderness Expedition, Gates of the Arctic National Park, Alaska
Outward Bound - Pacfic Crest Outward Bound School 1989 — 1989
Rock climbing, navigation, desert survival
Cranbrook Kingswood School 1985 — 1989
High School
Convergent Wealth Advisors February 2015 - Present
Next Capital Management LLC June 2009 - February 2015
Yoga Sutra 2003 - 2009
Bank of America Merrill Lynch 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2002
Robert Fleming 1995 - 1996
Bear Stearns 1993 - 1995
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Babson College 1989 — 1993
BS, cum laude, Finance
National Outdoor Leadership School (NOLS) 1992 — 1992
Brooks Range Wilderness Expedition, Gates of the Arctic National Park, Alaska
Outward Bound - Pacfic Crest Outward Bound School 1989 — 1989
Rock climbing, navigation, desert survival
Cranbrook Kingswood School 1985 — 1989
High School
Greg Blake Greg Blake's Convergent Wealth Advisors Experience January 2011 - November 2014
Job Senior Client Advisor, Director of Client Development at WMS Partners, LLC
Industry Financial Services
Experience
WMS Partners, LLC November 2014 - Present
Convergent Wealth Advisors January 2011 - November 2014
AllianceBernstein 2007 - February 2011
SANZ, Inc. August 2004 - July 2007
AT&T Government Solutions January 2002 - August 2004
Tollgrade Communications June 2001 - January 2002
WaferNet, Inc. May 1999 - June 2001
United States Marine Corps May 1994 - May 1999
Skills
Estate Tax Planning, Hedge Funds, Portfolio Management, Investment Banking, Investment Strategies, Alternative Investments, Financial Planning, Financial Reporting, Financial Advisory, Financial Markets, Private Wealth..., Wealth Preservation, Wealth Transfer, Wealth Accumulation, Asset Allocation, Asset Management, Business Development
Education
Santa Clara University 2000 — 2002
MBA, Finance, General
United States Naval Academy 1990 — 1994
BS, Economics
The Lawrenceville School 1989 — 1990
Mt. Hebron 1986 — 1990
WMS Partners, LLC November 2014 - Present
Convergent Wealth Advisors January 2011 - November 2014
AllianceBernstein 2007 - February 2011
SANZ, Inc. August 2004 - July 2007
AT&T Government Solutions January 2002 - August 2004
Tollgrade Communications June 2001 - January 2002
WaferNet, Inc. May 1999 - June 2001
United States Marine Corps May 1994 - May 1999
Skills
Estate Tax Planning, Hedge Funds, Portfolio Management, Investment Banking, Investment Strategies, Alternative Investments, Financial Planning, Financial Reporting, Financial Advisory, Financial Markets, Private Wealth..., Wealth Preservation, Wealth Transfer, Wealth Accumulation, Asset Allocation, Asset Management, Business Development
Education
Santa Clara University 2000 — 2002
MBA, Finance, General
United States Naval Academy 1990 — 1994
BS, Economics
The Lawrenceville School 1989 — 1990
Mt. Hebron 1986 — 1990
Bill Bancroft's Convergent Wealth Advisors Experience June 2000 - Present
Job Chief Operating Officer at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors June 2000 - Present
Colkitt Associates June 1994 - 2002
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Wealth Management, Investment Advisory, Portfolio Management, Investments, Mutual Funds, Wealth Management..., Asset Managment, Strategic Financial..., Financial Advisory, Independent Financial..., High Net Worth...
Education
Penn State University 1990 — 1994
Bachelor of Science (BS), Finance
Convergent Wealth Advisors June 2000 - Present
Colkitt Associates June 1994 - 2002
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Wealth Management, Investment Advisory, Portfolio Management, Investments, Mutual Funds, Wealth Management..., Asset Managment, Strategic Financial..., Financial Advisory, Independent Financial..., High Net Worth...
Education
Penn State University 1990 — 1994
Bachelor of Science (BS), Finance
Eric L. Gabor, CFP®'s Convergent Wealth Advisors Experience February 2012 - July 2013
Job Senior Financial Advisor at AJ Wealth
Industry Financial Services
Experience
AJ Wealth July 2013 - Present
Convergent Wealth Advisors February 2012 - July 2013
Ayco, a Goldman Sachs Company June 2010 - February 2012
Skills
Investments, Asset Allocation, Retirement Planning, Financial Advisory, Investment Strategies, Wealth Management, Strategic Financial..., Alternative Investments, Finance, PowerPoint, Mutual Funds, Financial Modeling, Estate Planning, Financial Services, Insurance, Hedge Funds, Investment Advisory, Asset Management, Wealth Management..., Tax Preparation, Public Speaking, Microsoft Excel, Process Improvement, Financial Analysis, Leadership, Equities, Portfolio Management, Securities, Financial Planning, Client Relationship...
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
New York University 2012 — 2013
Certificate in Financial Planning
AJ Wealth July 2013 - Present
Convergent Wealth Advisors February 2012 - July 2013
Ayco, a Goldman Sachs Company June 2010 - February 2012
Skills
Investments, Asset Allocation, Retirement Planning, Financial Advisory, Investment Strategies, Wealth Management, Strategic Financial..., Alternative Investments, Finance, PowerPoint, Mutual Funds, Financial Modeling, Estate Planning, Financial Services, Insurance, Hedge Funds, Investment Advisory, Asset Management, Wealth Management..., Tax Preparation, Public Speaking, Microsoft Excel, Process Improvement, Financial Analysis, Leadership, Equities, Portfolio Management, Securities, Financial Planning, Client Relationship...
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
New York University 2012 — 2013
Certificate in Financial Planning
Alec Rutstein Alec Rutstein's Convergent Wealth Advisors Experience June 2012 - August 2013
Job RIA Specialist at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers October 2014 - Present
Gerstein Fisher July 2013 - October 2014
Convergent Wealth Advisors June 2012 - August 2013
Gerstein Fisher June 2011 - August 2011
Skills
Asset Management, Portfolio Management, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Bloomberg, Fixed Income, Microsoft Word, Equities, Mutual Funds, Securities, Capital Markets, Series 7
Education
Penn State University 2009 — 2013
Bachelor's Degree, Finance
Cohen & Steers October 2014 - Present
Gerstein Fisher July 2013 - October 2014
Convergent Wealth Advisors June 2012 - August 2013
Gerstein Fisher June 2011 - August 2011
Skills
Asset Management, Portfolio Management, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Bloomberg, Fixed Income, Microsoft Word, Equities, Mutual Funds, Securities, Capital Markets, Series 7
Education
Penn State University 2009 — 2013
Bachelor's Degree, Finance
Allison Kaplan Allison Kaplan's Convergent Wealth Advisors Experience January 2010 - Present
Job Associate Director at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors January 2010 - Present
Convergent Wealth Advisors July 2007 - December 2009
Convergent Wealth Advisors January 2005 - June 2007
Convergent Wealth Advisors May 2002 - December 2004
Skills
Investment Strategies, Investment Management, Investment Advisory, Financial Services, Quantitative Analytics, Risk Management, Financial Advisory, Project Management, Due Diligence, PowerPoint, Microsoft Excel, PerTrac, Morningstar Direct, Monte Carlo Simulation, Employee Training
Education
American University 1998 — 2002
Bachelor of Science (BS), Finance and International Business
Convergent Wealth Advisors January 2010 - Present
Convergent Wealth Advisors July 2007 - December 2009
Convergent Wealth Advisors January 2005 - June 2007
Convergent Wealth Advisors May 2002 - December 2004
Skills
Investment Strategies, Investment Management, Investment Advisory, Financial Services, Quantitative Analytics, Risk Management, Financial Advisory, Project Management, Due Diligence, PowerPoint, Microsoft Excel, PerTrac, Morningstar Direct, Monte Carlo Simulation, Employee Training
Education
American University 1998 — 2002
Bachelor of Science (BS), Finance and International Business
Marcus Bradley Marcus Bradley's Convergent Wealth Advisors Experience 2008 - 2008
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
BNY Mellon December 2012 - July 2015
Altegris Investments May 2011 - December 2012
BasketKlubben Amager August 2009 - May 2010
Convergent Wealth Advisors 2008 - 2008
Skills
Portfolio Management, Investments, Bloomberg, Series 7, Alternative Investments, Due Diligence, Financial Services, Hedge Funds, Strategy, FINRA, Fixed Income, Mutual Funds, Asset Management, Financial Modeling, Private Equity, Bloomberg Terminal, Securities, Investment Advisory, Editing, Investment Strategies, Equities, Bonds, Asset Allocation, Social Media, Wealth Management, Series 63, Emerging Markets
Education
Harvard Business School 2015 — 2017
Amherst College 2005 — 2009
B.A., Anthropology
BNY Mellon December 2012 - July 2015
Altegris Investments May 2011 - December 2012
BasketKlubben Amager August 2009 - May 2010
Convergent Wealth Advisors 2008 - 2008
Skills
Portfolio Management, Investments, Bloomberg, Series 7, Alternative Investments, Due Diligence, Financial Services, Hedge Funds, Strategy, FINRA, Fixed Income, Mutual Funds, Asset Management, Financial Modeling, Private Equity, Bloomberg Terminal, Securities, Investment Advisory, Editing, Investment Strategies, Equities, Bonds, Asset Allocation, Social Media, Wealth Management, Series 63, Emerging Markets
Education
Harvard Business School 2015 — 2017
Amherst College 2005 — 2009
B.A., Anthropology
Jason Munson Jason Munson's Convergent Wealth Advisors Experience May 2007 - August 2007
Job Asst. Director of Product Management at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 2011 - Present
The Hartford June 2008 - August 2011
The Hartford February 2010 - June 2011
The Nittany Lion Fund, LLC March 2007 - May 2008
Convergent Wealth Advisors May 2007 - August 2007
The HLA Group November 2002 - August 2006
Skills
Asset Allocation, Insurance, Mutual Funds, Economics, Commercial Real Estate, Portfolio Management, Financial Analysis, Financial Modeling, Wealth Management, Investments, Strategic Financial..., Valuation, Corporate Finance, Asset Managment, Investment Management, Risk Management, Project Management, Business Development, Series 7, Microsoft Excel
Education
NYU 2010 — 2011
CFP Certificate
Penn State University 2006 — 2008
MBA, Finance, General
The University of Georgia 1996 — 2000
BLA, Landscape Architecture
Liberty Mutual Insurance August 2011 - Present
The Hartford June 2008 - August 2011
The Hartford February 2010 - June 2011
The Nittany Lion Fund, LLC March 2007 - May 2008
Convergent Wealth Advisors May 2007 - August 2007
The HLA Group November 2002 - August 2006
Skills
Asset Allocation, Insurance, Mutual Funds, Economics, Commercial Real Estate, Portfolio Management, Financial Analysis, Financial Modeling, Wealth Management, Investments, Strategic Financial..., Valuation, Corporate Finance, Asset Managment, Investment Management, Risk Management, Project Management, Business Development, Series 7, Microsoft Excel
Education
NYU 2010 — 2011
CFP Certificate
Penn State University 2006 — 2008
MBA, Finance, General
The University of Georgia 1996 — 2000
BLA, Landscape Architecture
Terence M. Thompson Terence M. Thompson's Convergent Wealth Advisors Experience January 2008 - May 2008
Job Senior Investment Analyst
Industry Investment Management
Experience
Blue Cross Blue Shield of Arizona March 2013 - Present
United States Air Force May 2008 - April 2013
Convergent Wealth Advisors January 2008 - May 2008
Education
University of Arizona 2011 — 2012
MSc, Finance
University of Portland 2004 — 2008
BBA, Finance
Notre Dame High School 2000 — 2004
Blue Cross Blue Shield of Arizona March 2013 - Present
United States Air Force May 2008 - April 2013
Convergent Wealth Advisors January 2008 - May 2008
Education
University of Arizona 2011 — 2012
MSc, Finance
University of Portland 2004 — 2008
BBA, Finance
Notre Dame High School 2000 — 2004
Nicole M. Cost Nicole M. Cost's Convergent Wealth Advisors Experience January 2014 - Present
Job Managing Director, Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors January 2014 - Present
Evercore Partners March 2009 - November 2013
Brown Brother Harriman May 2007 - March 2009
U.S. Trust Company April 1999 - May 2007
Skills
Strategic Financial..., Hedge Funds, Asset Management, Private Equity, Series 7, Capital Markets, Securities
Education
Cornell University 1996 — 1998
B.S., Industrial Labor Relations
Colgate University 1994 — 1996
Convergent Wealth Advisors January 2014 - Present
Evercore Partners March 2009 - November 2013
Brown Brother Harriman May 2007 - March 2009
U.S. Trust Company April 1999 - May 2007
Skills
Strategic Financial..., Hedge Funds, Asset Management, Private Equity, Series 7, Capital Markets, Securities
Education
Cornell University 1996 — 1998
B.S., Industrial Labor Relations
Colgate University 1994 — 1996
Scott Calhoun, CPA, CFP, CIMA, PFS Scott Calhoun, CPA, CFP, CIMA, PFS's Convergent Wealth Advisors Experience October 2005 - March 2010
Job Senior Family Strategist at Ronald Blue & Co. Family Office
Industry Financial Services
Experience
Ronald Blue & Co. Family Office May 2013 - Present
Glenmore Advisors LLC March 2010 - May 2013
Convergent Wealth Advisors October 2005 - March 2010
Synovus Family Asset Management April 1998 - October 2005
KPMG US 1995 - 1998
Coopers & Lybrand June 1993 - October 1995
USMC August 1985 - August 1989
Skills
Wealth Management, Estate Planning, Investments, Alternative Investments, Investment Advisory, Financial Advisory, Asset Allocation, Wealth Management..., Investment Strategies, High Net Worth..., Financial Analysis, Hedge Funds, Finance, Investment Management, Wealth, Tax, Securities, Management Consulting, Family Office, Financial Modeling, Asset Managment, Venture Capital, Strategic Financial..., Mutual Funds, Portfolio Management, Due Diligence, Equities, Risk Management, Private Equity
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA & MAcc, Accounting, Tax Finance
Ronald Blue & Co. Family Office May 2013 - Present
Glenmore Advisors LLC March 2010 - May 2013
Convergent Wealth Advisors October 2005 - March 2010
Synovus Family Asset Management April 1998 - October 2005
KPMG US 1995 - 1998
Coopers & Lybrand June 1993 - October 1995
USMC August 1985 - August 1989
Skills
Wealth Management, Estate Planning, Investments, Alternative Investments, Investment Advisory, Financial Advisory, Asset Allocation, Wealth Management..., Investment Strategies, High Net Worth..., Financial Analysis, Hedge Funds, Finance, Investment Management, Wealth, Tax, Securities, Management Consulting, Family Office, Financial Modeling, Asset Managment, Venture Capital, Strategic Financial..., Mutual Funds, Portfolio Management, Due Diligence, Equities, Risk Management, Private Equity
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA & MAcc, Accounting, Tax Finance
Heath Westbrook's Convergent Wealth Advisors Experience May 2008 - September 2008
Job Software & Services Project Manager at GoPro
Industry Sporting Goods
Experience
GoPro November 2014 - Present
GoPro August 2013 - November 2014
GoPro November 2012 - August 2013
Starter September 2012 - February 2013
Ernst & Young September 2010 - September 2012
Hi-Lo Fishing, L.L.C. October 2008 - August 2012
Douglas County Forest Products November 2009 - May 2010
Convergent Wealth Advisors May 2008 - September 2008
Douglas County Forest Products October 2006 - December 2006
Heath Robbins Photography August 2006 - October 2006
Skills
Auditing, Financial Analysis, Accounting, Research, Payroll, HTML, Small Business, JavaScript, MySQL, Financial Modeling, Financial Reporting, Microsoft Excel, Sarbanes-Oxley Act, Valuation, Financial Accounting, Analysis, Internal Controls, PowerPoint, Risk Management, Due Diligence, Corporate Finance, Finance, Arduino, Microsoft Access
Education
Portland State University - School of Business 2008 — 2009
Accounting Certificate
University of Portland 2004 — 2008
Bachelor of Business Administration, Finance
John Cabot University 2007 — 2007
Rome Study Abroad Program
University of Pittsburg, Semester at Sea Program 2005 — 2005
Semester at Sea Study Abroad Program
GoPro November 2014 - Present
GoPro August 2013 - November 2014
GoPro November 2012 - August 2013
Starter September 2012 - February 2013
Ernst & Young September 2010 - September 2012
Hi-Lo Fishing, L.L.C. October 2008 - August 2012
Douglas County Forest Products November 2009 - May 2010
Convergent Wealth Advisors May 2008 - September 2008
Douglas County Forest Products October 2006 - December 2006
Heath Robbins Photography August 2006 - October 2006
Skills
Auditing, Financial Analysis, Accounting, Research, Payroll, HTML, Small Business, JavaScript, MySQL, Financial Modeling, Financial Reporting, Microsoft Excel, Sarbanes-Oxley Act, Valuation, Financial Accounting, Analysis, Internal Controls, PowerPoint, Risk Management, Due Diligence, Corporate Finance, Finance, Arduino, Microsoft Access
Education
Portland State University - School of Business 2008 — 2009
Accounting Certificate
University of Portland 2004 — 2008
Bachelor of Business Administration, Finance
John Cabot University 2007 — 2007
Rome Study Abroad Program
University of Pittsburg, Semester at Sea Program 2005 — 2005
Semester at Sea Study Abroad Program
Richard Van Kuren Richard Van Kuren's Convergent Wealth Advisors Experience August 2008 - October 2011
Job Senior Partner at LVW Advisors
Industry Financial Services
Experience
LVW Advisors October 2011 - Present
Convergent Wealth Advisors August 2008 - October 2011
Citi Institutional Consulting June 1996 - August 2008
Education
SUNY Fredonia 1986 — 1990
BS, Finance
LVW Advisors October 2011 - Present
Convergent Wealth Advisors August 2008 - October 2011
Citi Institutional Consulting June 1996 - August 2008
Education
SUNY Fredonia 1986 — 1990
BS, Finance
Lindsey Appezzato Lindsey Appezzato's Convergent Wealth Advisors Experience May 2007 - August 2007
Job Vice President, MultiAsset Strategies at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
BlackRock June 2011 - October 2014
Deutsche Bank March 2010 - April 2011
LECG August 2008 - February 2010
LECG August 2008 - February 2010
Convergent Wealth Advisors May 2007 - August 2007
Skills
Financial Modeling, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2005 — 2008
BSBA, Finance
Davis High School
BlackRock October 2014 - Present
BlackRock June 2011 - October 2014
Deutsche Bank March 2010 - April 2011
LECG August 2008 - February 2010
LECG August 2008 - February 2010
Convergent Wealth Advisors May 2007 - August 2007
Skills
Financial Modeling, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2005 — 2008
BSBA, Finance
Davis High School
Ryan Savitz Ryan Savitz's Convergent Wealth Advisors Experience June 2009 - August 2009
Job Investment Banking Associate at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Citi June 2010 - July 2013
Nittany Lion Fund, LLC January 2008 - January 2010
Bullish Bankers LLC July 2008 - September 2009
Bullish Bankers LLC July 2008 - September 2009
Convergent Wealth Advisors June 2009 - August 2009
BlackRock June 2008 - August 2008
Education
Penn State University 2006 — 2010
Finance and Economics
Citi August 2013 - Present
Citi June 2010 - July 2013
Nittany Lion Fund, LLC January 2008 - January 2010
Bullish Bankers LLC July 2008 - September 2009
Bullish Bankers LLC July 2008 - September 2009
Convergent Wealth Advisors June 2009 - August 2009
BlackRock June 2008 - August 2008
Education
Penn State University 2006 — 2010
Finance and Economics
Adelaide Andrews Adelaide Andrews's Convergent Wealth Advisors Experience September 2008 - May 2009
Job Analyst at DiNapoli Capital Partners
Industry Real Estate
Experience
DiNapoli Capital Partners December 2014 - Present
PIMCO November 2010 - April 2014
Morgan Stanley Smith Barney July 2009 - June 2010
Convergent Wealth Advisors September 2008 - May 2009
Skills
Series 7, Mutual Funds, Chartered Financial..., Asset Management, Wealth Management, Investment Strategies, ETFs, Fixed Income, Asset Allocation, Alternative Investments, Equities, Investment Management, Portfolio Management, Securities, Investment Advisory, Investments, Financial Modeling, Hedge Funds
Education
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
DiNapoli Capital Partners December 2014 - Present
PIMCO November 2010 - April 2014
Morgan Stanley Smith Barney July 2009 - June 2010
Convergent Wealth Advisors September 2008 - May 2009
Skills
Series 7, Mutual Funds, Chartered Financial..., Asset Management, Wealth Management, Investment Strategies, ETFs, Fixed Income, Asset Allocation, Alternative Investments, Equities, Investment Management, Portfolio Management, Securities, Investment Advisory, Investments, Financial Modeling, Hedge Funds
Education
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Andrew Woolridge's Convergent Wealth Advisors Experience April 2015 - Present
Job Director at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors April 2015 - Present
Convergent Wealth Advisors June 2006 - April 2015
CNB Bank December 1998 - August 2004
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Financial Modeling, Alternative Investments, Hedge Funds, Valuation, Mutual Funds, Asset Managment, Series 7, Bloomberg, Financial Analysis, Fixed Income, Investment Strategies, Investment Advisory, Investment Management, Series 63, Equities, Strategic Financial...
Education
Penn State University
BS/MBA, Finance
Convergent Wealth Advisors April 2015 - Present
Convergent Wealth Advisors June 2006 - April 2015
CNB Bank December 1998 - August 2004
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Financial Modeling, Alternative Investments, Hedge Funds, Valuation, Mutual Funds, Asset Managment, Series 7, Bloomberg, Financial Analysis, Fixed Income, Investment Strategies, Investment Advisory, Investment Management, Series 63, Equities, Strategic Financial...
Education
Penn State University
BS/MBA, Finance
Akshay Goyal Akshay Goyal's Convergent Wealth Advisors Experience January 2008 - August 2008
Job Vice President at Starwood Capital Group
Industry Financial Services
Experience
Starwood Capital Group February 2015 - Present
Starwood Capital Group February 2013 - February 2015
Starwood Capital Group July 2012 - February 2013
Bank of America Merrill Lynch July 2010 - July 2012
Lemma Senbet Fund May 2009 - May 2010
PricewaterhouseCoopers June 2009 - July 2009
Convergent Wealth Advisors January 2008 - August 2008
Beacon Investment Advisors LLC June 2007 - August 2007
Skills
Valuation, Financial Modeling, Research, Investments, Bloomberg, Investment Banking, Portfolio Management, Structured Products, Finance, Credit, Private Equity
Education
University of Maryland; Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Finance & Accounting
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Starwood Capital Group February 2015 - Present
Starwood Capital Group February 2013 - February 2015
Starwood Capital Group July 2012 - February 2013
Bank of America Merrill Lynch July 2010 - July 2012
Lemma Senbet Fund May 2009 - May 2010
PricewaterhouseCoopers June 2009 - July 2009
Convergent Wealth Advisors January 2008 - August 2008
Beacon Investment Advisors LLC June 2007 - August 2007
Skills
Valuation, Financial Modeling, Research, Investments, Bloomberg, Investment Banking, Portfolio Management, Structured Products, Finance, Credit, Private Equity
Education
University of Maryland; Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Finance & Accounting
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Jonathan Rosner's Convergent Wealth Advisors Experience January 2014 - Present
Job Investment Management Associate at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors January 2014 - Present
Deutsche Bank Securities November 2010 - December 2013
LCG Associates June 2008 - August 2010
Skills
Investments, Asset Allocation, Capital Markets, Due Diligence, Investment Management, Strategic Financial..., Analysis, Wealth Management..., Institutional..., Equities, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Morningstar
Education
Emory University - Goizueta Business School 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Emory University 2004 — 2008
Convergent Wealth Advisors January 2014 - Present
Deutsche Bank Securities November 2010 - December 2013
LCG Associates June 2008 - August 2010
Skills
Investments, Asset Allocation, Capital Markets, Due Diligence, Investment Management, Strategic Financial..., Analysis, Wealth Management..., Institutional..., Equities, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Morningstar
Education
Emory University - Goizueta Business School 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Emory University 2004 — 2008
Tarah Henick Tarah Henick's Convergent Wealth Advisors Experience June 2009 - September 2009
Job Team Administrator at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
Justin Esposito's Convergent Wealth Advisors Experience December 2006 - January 2007
Job Account Executive at Colonial Life
Industry Financial Services
Experience
Colonial Life October 2014 - Present
Rapid7 February 2014 - August 2014
Moody's Investors Service February 2011 - February 2014
Pershing May 2010 - February 2011
Lenox Advisors, Inc November 2007 - May 2009
Convergent Wealth Advisors December 2006 - January 2007
Pennsylvania Real Estate Investment Trust May 2006 - August 2006
Skills
Sales, Economics, Fixed Income, Asset Management, Capital Markets, Finance, Financial Markets, Asset Managment, Financial Analysis, Account Management, Salesforce.com
Education
Lafayette College 2003 — 2007
Bachelor of Arts Degree, Government & Law
Colonial Life October 2014 - Present
Rapid7 February 2014 - August 2014
Moody's Investors Service February 2011 - February 2014
Pershing May 2010 - February 2011
Lenox Advisors, Inc November 2007 - May 2009
Convergent Wealth Advisors December 2006 - January 2007
Pennsylvania Real Estate Investment Trust May 2006 - August 2006
Skills
Sales, Economics, Fixed Income, Asset Management, Capital Markets, Finance, Financial Markets, Asset Managment, Financial Analysis, Account Management, Salesforce.com
Education
Lafayette College 2003 — 2007
Bachelor of Arts Degree, Government & Law
Matthew Steiger, LUTCF, FSS Matthew Steiger, LUTCF, FSS's Convergent Wealth Advisors Experience October 2014 - Present
Job Moderator at The American College of Financial Services
Industry Financial Services
Experience
The American College of Financial Services August 2015 - Present
Convergent Wealth Advisors October 2014 - Present
Northern Trust July 2010 - March 2013
BNY Mellon Wealth Management December 2007 - July 2010
California National Bank June 2004 - December 2007
Bank of America August 2002 - June 2004
Morgan Stanley November 1999 - April 2002
Valorinform – Thomson Financial Securities Management April 1999 - November 1999
Valorinform – Thomson Financial Securities Management October 1997 - April 1999
Muller Data Corp – Thomson Financial Securities Management June 1996 - October 1997
Skills
Portfolio Management, Investments, Asset Allocation, Financial Services, Wealth Management, High Net Worth..., Wealth Management..., Investment Management, Fixed Income, Asset Management, Securities, Mutual Funds, Banking, Retirement Planning, Investment Advisory, Credit, Private Banking, Alternative Investments, Equities, Trust Services, Charities, Manage Client..., Asset Managment, Hedge Funds, Microsoft Excel, VIP Services, Microsoft Word, PowerPoint, Non-profit Board..., Board of Director..., Donor Management, Donor Recognition, Donor Development, Donor Solicitation, Donor Engagement, Non-profit Volunteer, Volunteer Recruiting, Lines Of Credit, Mortgage Lending, Mortgage Banking, Residential Mortgages, Private Equity, Private Placements, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Intergenerational..., Budgets, Budget Setting, Series 65
Education
University of Bridgeport 2014 — 2015
Master of Business Administration (MBA), Management, 3.933
The American College 2013 — 2014
Designation, Life Underwriter Training Council Fellow (LUTCF)
The American College 2013 — 2014
Designation, Financial Services Specialist (FSS)
University of California, Los Angeles
Certificate, Personal Financial Planning
University of Bridgeport 1988 — 1991
BS, International Business, 3.25
Saint Louis University 1989 — 1989
Program in Madrid, Spain
The American College of Financial Services August 2015 - Present
Convergent Wealth Advisors October 2014 - Present
Northern Trust July 2010 - March 2013
BNY Mellon Wealth Management December 2007 - July 2010
California National Bank June 2004 - December 2007
Bank of America August 2002 - June 2004
Morgan Stanley November 1999 - April 2002
Valorinform – Thomson Financial Securities Management April 1999 - November 1999
Valorinform – Thomson Financial Securities Management October 1997 - April 1999
Muller Data Corp – Thomson Financial Securities Management June 1996 - October 1997
Skills
Portfolio Management, Investments, Asset Allocation, Financial Services, Wealth Management, High Net Worth..., Wealth Management..., Investment Management, Fixed Income, Asset Management, Securities, Mutual Funds, Banking, Retirement Planning, Investment Advisory, Credit, Private Banking, Alternative Investments, Equities, Trust Services, Charities, Manage Client..., Asset Managment, Hedge Funds, Microsoft Excel, VIP Services, Microsoft Word, PowerPoint, Non-profit Board..., Board of Director..., Donor Management, Donor Recognition, Donor Development, Donor Solicitation, Donor Engagement, Non-profit Volunteer, Volunteer Recruiting, Lines Of Credit, Mortgage Lending, Mortgage Banking, Residential Mortgages, Private Equity, Private Placements, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Intergenerational..., Budgets, Budget Setting, Series 65
Education
University of Bridgeport 2014 — 2015
Master of Business Administration (MBA), Management, 3.933
The American College 2013 — 2014
Designation, Life Underwriter Training Council Fellow (LUTCF)
The American College 2013 — 2014
Designation, Financial Services Specialist (FSS)
University of California, Los Angeles
Certificate, Personal Financial Planning
University of Bridgeport 1988 — 1991
BS, International Business, 3.25
Saint Louis University 1989 — 1989
Program in Madrid, Spain
Jeannine Greene's Convergent Wealth Advisors Experience April 2008 - December 2009
Job Guggenheim Investments
Industry Program Development
Experience
Guggenheim Investments May 2010 - Present
L-3 Communications February 2010 - May 2010
Convergent Wealth Advisors April 2008 - December 2009
E*TRADE Financial June 1999 - April 2008
Banc One / Banc One Securities May 1995 - June 1999
Skills
PMP, Business Analysis, Process Improvement, Outsourcing, Management, PMO, Customer Experience, Vendor Management, Leadership, Program Management, Business Process..., Project Management, Financial Services, Strategic Planning, Risk Management, Analysis
Education
Walsh College of Accountancy and Business Administration
Master of Business Administration (MBA)
Albion College
Batchelor of Arts, Dual Major: Economics & Management and Visual Arts
Walsh College
Masters, Finance with Concentration in Financial Planning and Portfolio Analysis
Guggenheim Investments May 2010 - Present
L-3 Communications February 2010 - May 2010
Convergent Wealth Advisors April 2008 - December 2009
E*TRADE Financial June 1999 - April 2008
Banc One / Banc One Securities May 1995 - June 1999
Skills
PMP, Business Analysis, Process Improvement, Outsourcing, Management, PMO, Customer Experience, Vendor Management, Leadership, Program Management, Business Process..., Project Management, Financial Services, Strategic Planning, Risk Management, Analysis
Education
Walsh College of Accountancy and Business Administration
Master of Business Administration (MBA)
Albion College
Batchelor of Arts, Dual Major: Economics & Management and Visual Arts
Walsh College
Masters, Finance with Concentration in Financial Planning and Portfolio Analysis
Linda Gyimah's Convergent Wealth Advisors Experience August 2006 - May 2007
Job Analyst at Treliant Risk Advisors
Industry Management Consulting
Experience
Treliant Risk Advisors August 2015 - Present
Treliant Risk Advisors June 2015 - August 2015
The Church of the Living God, (FGM) November 2013 - July 2014
Robert Half International November 2011 - November 2013
Nordstrom March 2010 - December 2011
Hamilton Lane Advisors, LLC November 2007 - September 2009
Convergent Wealth Advisors August 2006 - May 2007
Skills
Leadership, Management, Financial Analysis, Recruiting, Finance, Training, Portfolio Management, CRM, Accounting, Sales, Analysis, Microsoft Excel, Time Management, Financial Reporting, PowerPoint, Customer Service, Forecasting, Banking, Talent Acquisition, Onboarding, Temporary Staffing, Real Estate, Applicant Tracking..., Financial Statements, Event Planning, Private Equity, Public Speaking, Sales Management, College Recruiting, Temporary Placement, Microsoft Word, Microsoft Office, Budgets
Education
American University 2014 — 2016
Master of Business Administration (MBA)
Drexel University 2001 — 2006
BS/BA, Finance & International Business
Treliant Risk Advisors August 2015 - Present
Treliant Risk Advisors June 2015 - August 2015
The Church of the Living God, (FGM) November 2013 - July 2014
Robert Half International November 2011 - November 2013
Nordstrom March 2010 - December 2011
Hamilton Lane Advisors, LLC November 2007 - September 2009
Convergent Wealth Advisors August 2006 - May 2007
Skills
Leadership, Management, Financial Analysis, Recruiting, Finance, Training, Portfolio Management, CRM, Accounting, Sales, Analysis, Microsoft Excel, Time Management, Financial Reporting, PowerPoint, Customer Service, Forecasting, Banking, Talent Acquisition, Onboarding, Temporary Staffing, Real Estate, Applicant Tracking..., Financial Statements, Event Planning, Private Equity, Public Speaking, Sales Management, College Recruiting, Temporary Placement, Microsoft Word, Microsoft Office, Budgets
Education
American University 2014 — 2016
Master of Business Administration (MBA)
Drexel University 2001 — 2006
BS/BA, Finance & International Business
Maurice Morris J. Curran's Convergent Wealth Advisors Experience April 2015 - Present
Job Managing Director at Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors April 2015 - Present
Convergent Wealth Advisors March 2014 - Present
Neptune April 2012 - December 2013
Gerson Lehrman Group November 2002 - April 2012
Credit Suisse Asset Management (Formerly Donaldson Lufkin and Jenrette "DLJ") April 2001 - November 2002
US Navy 1995 - 2001
Skills
Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA
United States Naval Academy 1991 — 1995
Bachelor of Science with English
Groton School 1986 — 1990
Convergent Wealth Advisors April 2015 - Present
Convergent Wealth Advisors March 2014 - Present
Neptune April 2012 - December 2013
Gerson Lehrman Group November 2002 - April 2012
Credit Suisse Asset Management (Formerly Donaldson Lufkin and Jenrette "DLJ") April 2001 - November 2002
US Navy 1995 - 2001
Skills
Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA
United States Naval Academy 1991 — 1995
Bachelor of Science with English
Groton School 1986 — 1990
John Workman's Convergent Wealth Advisors Experience AdvisorUniversity of Portland Investment Association2007 - Present
Job Chief Investment Strategist at Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors AdvisorUniversity of Portland Investment Association2007 - Present
Windermere Investment Associates August 1999 - April 2003
Skills
Investments, Portfolio Management, Financial Modeling, Asset Allocation, Alternative Investments, Hedge Funds, Strategic Planning, Asset Management, Private Equity, Mutual Funds, Financial Analysis
Education
Pepperdine University School of Public Policy 1998 — 1999
MPP, Public Policy - Emphasis in Economics and Local Government
Pepperdine University 1992 — 1997
BS, Business
Convergent Wealth Advisors AdvisorUniversity of Portland Investment Association2007 - Present
Windermere Investment Associates August 1999 - April 2003
Skills
Investments, Portfolio Management, Financial Modeling, Asset Allocation, Alternative Investments, Hedge Funds, Strategic Planning, Asset Management, Private Equity, Mutual Funds, Financial Analysis
Education
Pepperdine University School of Public Policy 1998 — 1999
MPP, Public Policy - Emphasis in Economics and Local Government
Pepperdine University 1992 — 1997
BS, Business
J.T. Scully's Convergent Wealth Advisors Experience DirectorConvergent Wealth Advisors2001 - Present
Job Director at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors DirectorConvergent Wealth Advisors2001 - Present
Lydian Wealth Management 2001 - 2007
JCCI 1983 - 1985
Education
Temple University - Fox School of Business and Management 1977 — 1979
MBA, Finance
University of Delaware 1971 — 1975
Convergent Wealth Advisors DirectorConvergent Wealth Advisors2001 - Present
Lydian Wealth Management 2001 - 2007
JCCI 1983 - 1985
Education
Temple University - Fox School of Business and Management 1977 — 1979
MBA, Finance
University of Delaware 1971 — 1975
Bob Clancy's Convergent Wealth Advisors Experience September 2010 - September 2012
Job Managing Director at Allegro Development Corporation
Industry Oil & Energy
Experience
Allegro Development Corporation May 2015 - Present
SunGard iWorks October 2012 - October 2014
Convergent Wealth Advisors September 2010 - September 2012
SunGard Consulting Services September 2009 - September 2010
Accenture April 1998 - May 2009
Charles River Computers January 1993 - March 1998
JP Morgan January 1991 - January 1993
AGS Information Services April 1987 - January 1991
Skills
Asset Managment, Capital Markets, Strategy, Outsourcing, Risk Management, Financial Services, Management, Project Management, Business Intelligence, Finance, Hedge Funds, Asset Management, Business Process..., Trading, Program Management, Consulting, Securities, Project Delivery, Business Analysis, Management Consulting, Portfolio Management
Education
Hofstra University 1977 — 1981
BBA, Public Accounting
Allegro Development Corporation May 2015 - Present
SunGard iWorks October 2012 - October 2014
Convergent Wealth Advisors September 2010 - September 2012
SunGard Consulting Services September 2009 - September 2010
Accenture April 1998 - May 2009
Charles River Computers January 1993 - March 1998
JP Morgan January 1991 - January 1993
AGS Information Services April 1987 - January 1991
Skills
Asset Managment, Capital Markets, Strategy, Outsourcing, Risk Management, Financial Services, Management, Project Management, Business Intelligence, Finance, Hedge Funds, Asset Management, Business Process..., Trading, Program Management, Consulting, Securities, Project Delivery, Business Analysis, Management Consulting, Portfolio Management
Education
Hofstra University 1977 — 1981
BBA, Public Accounting
Amanda Lodovico's Convergent Wealth Advisors Experience June 2006 - Present
Job Student at University of Maryland Robert H. Smith School of Business
Industry Financial Services
Experience
Convergent Wealth Advisors June 2006 - Present
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Convergent Wealth Advisors June 2006 - Present
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
John Mastal's Convergent Wealth Advisors Experience March 2013 - Present
Job Managing Director at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors March 2013 - Present
Fortigent April 2007 - March 2013
Vornado Realty Trust June 2002 - April 2007
Skills
Asset Managment, Wealth Management, High Net Worth..., Banking, Investments, Series 7, Financial Services, Investment Management, Financial Modeling, Investment Strategies, Fixed Income, Relationship Management, Securities, Trading, Finance, Hedge Funds, New Business Development, Investment Advisory, Asset Management, Financial Advisory, Equity Research, Mergers & Acquisitions, Alternative Investments, Mutual Funds, Financial Analysis, Strategic Financial..., Equities, Capital Markets, Derivatives, Portfolio Management, Bonds, Trusts, Bloomberg, Insurance, Asset Allocation, Series 63, Retirement Planning, Private Equity
Education
University of Richmond 1989 — 1993
BA, Economics and Communications
Gonzaga College High School 1987 — 1989
Mount Vernon HS
Convergent Wealth Advisors March 2013 - Present
Fortigent April 2007 - March 2013
Vornado Realty Trust June 2002 - April 2007
Skills
Asset Managment, Wealth Management, High Net Worth..., Banking, Investments, Series 7, Financial Services, Investment Management, Financial Modeling, Investment Strategies, Fixed Income, Relationship Management, Securities, Trading, Finance, Hedge Funds, New Business Development, Investment Advisory, Asset Management, Financial Advisory, Equity Research, Mergers & Acquisitions, Alternative Investments, Mutual Funds, Financial Analysis, Strategic Financial..., Equities, Capital Markets, Derivatives, Portfolio Management, Bonds, Trusts, Bloomberg, Insurance, Asset Allocation, Series 63, Retirement Planning, Private Equity
Education
University of Richmond 1989 — 1993
BA, Economics and Communications
Gonzaga College High School 1987 — 1989
Mount Vernon HS
Dan Angel, CFA's Convergent Wealth Advisors Experience January 2011 - June 2015
Job Investment Analyst
Industry Investment Management
Experience
GrizzlyRock Capital, LLC July 2015 - Present
Convergent Wealth Advisors January 2011 - June 2015
Forensic Loan Auditors, LLC December 2008 - January 2011
Bear Stearns / JP Morgan July 2007 - December 2008
Ernst and Young June 2006 - August 2006
Skills
Hedge Funds, Investments, Equities, Alternative Investments, Asset Allocation, Financial Modeling, Financial Analysis, Portfolio Management, Asset Managment, Securities, Valuation, Investment Management, Emerging Markets, Frontier Markets, Derivatives, Strategic Financial..., Private Equity, Due Diligence, Mutual Funds, Risk Management, Fund Of Funds
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Syracuse University 2003 — 2007
Bachelor of Science (BS), Finance and Accounting
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Finance and Accounting
GrizzlyRock Capital, LLC July 2015 - Present
Convergent Wealth Advisors January 2011 - June 2015
Forensic Loan Auditors, LLC December 2008 - January 2011
Bear Stearns / JP Morgan July 2007 - December 2008
Ernst and Young June 2006 - August 2006
Skills
Hedge Funds, Investments, Equities, Alternative Investments, Asset Allocation, Financial Modeling, Financial Analysis, Portfolio Management, Asset Managment, Securities, Valuation, Investment Management, Emerging Markets, Frontier Markets, Derivatives, Strategic Financial..., Private Equity, Due Diligence, Mutual Funds, Risk Management, Fund Of Funds
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Syracuse University 2003 — 2007
Bachelor of Science (BS), Finance and Accounting
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Finance and Accounting
Lauren (Husler) LaHatte's Convergent Wealth Advisors Experience July 2006 - November 2008
Job Sales and Relationship Manager Professional
Industry Consumer Services
Experience
Cloud Sherpas November 2013 - June 2015
Cloud Sherpas November 2012 - November 2013
Harvard University October 2010 - May 2012
Southern Orthopaedics, LLC January 2009 - August 2010
Convergent Wealth Advisors July 2006 - November 2008
Lydian Wealth Management 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Wealth Management, Investments, Corporate Finance, Portfolio Management, Economics, Strategic Financial..., Public Speaking, Marketing, Microsoft Excel, Finance, CRM, Sales
Education
Florida State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Cloud Sherpas November 2013 - June 2015
Cloud Sherpas November 2012 - November 2013
Harvard University October 2010 - May 2012
Southern Orthopaedics, LLC January 2009 - August 2010
Convergent Wealth Advisors July 2006 - November 2008
Lydian Wealth Management 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Wealth Management, Investments, Corporate Finance, Portfolio Management, Economics, Strategic Financial..., Public Speaking, Marketing, Microsoft Excel, Finance, CRM, Sales
Education
Florida State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Ashley Iddings's Convergent Wealth Advisors Experience 2001 - 2007
Job Director & Principal at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild July 2015 - Present
Highline Wealth Management January 2010 - July 2015
Highline Wealth Management February 2008 - January 2010
Convergent Wealth Advisors 2001 - 2007
PwC 2000 - 2001
Education
American University - Kogod School of Business 1996 — 2000
BSBA, Accounting
Bronfman E.L. Rothschild July 2015 - Present
Highline Wealth Management January 2010 - July 2015
Highline Wealth Management February 2008 - January 2010
Convergent Wealth Advisors 2001 - 2007
PwC 2000 - 2001
Education
American University - Kogod School of Business 1996 — 2000
BSBA, Accounting
LeQuan Hunter's Convergent Wealth Advisors Experience September 2008 - May 2009
Job Accounts Analyst at The Chia Co
Industry Financial Services
Experience
The Chia Co June 2013 - November 2014
The Chia Co October 2012 - June 2013
Equinox Fitness July 2011 - October 2012
Bad Boy Entertainment January 2011 - March 2011
Convergent Wealth Advisors September 2008 - May 2009
Blaylock Robert Van, LLC (Formerly Blaylock & Company) June 2007 - September 2008
Skills
Series 7, Series 63, Equities, Bloomberg, Capital Markets, Financial Modeling, Valuation, Portfolio Management, Fixed Income, Asset Managment, Investment Management, Investments, Hedge Funds, Securities, Private Equity, Alternative Investments, Bonds, Derivatives, Mutual Funds, Financial Analysis, Quantitative Analytics
Education
Tufts University 2003 — 2007
Bachelor of Arts, Economics
Northfield Mount Hermon School 2000 — 2003
High School Diploma
The Chia Co June 2013 - November 2014
The Chia Co October 2012 - June 2013
Equinox Fitness July 2011 - October 2012
Bad Boy Entertainment January 2011 - March 2011
Convergent Wealth Advisors September 2008 - May 2009
Blaylock Robert Van, LLC (Formerly Blaylock & Company) June 2007 - September 2008
Skills
Series 7, Series 63, Equities, Bloomberg, Capital Markets, Financial Modeling, Valuation, Portfolio Management, Fixed Income, Asset Managment, Investment Management, Investments, Hedge Funds, Securities, Private Equity, Alternative Investments, Bonds, Derivatives, Mutual Funds, Financial Analysis, Quantitative Analytics
Education
Tufts University 2003 — 2007
Bachelor of Arts, Economics
Northfield Mount Hermon School 2000 — 2003
High School Diploma
Jessica Saunders, SPHR, SHRM-SCP's Convergent Wealth Advisors Experience 2004 - 2013
Job President at EllisJordan Consulting, LLC
Industry Human Resources
Experience
EllisJordan Consulting 2013 - Present
Ayers Saint Gross 2014 - 2015
Convergent Wealth Advisors 2004 - 2013
Skills
Wealth Management, Payroll, Performance Improvement, Workshop Facilitation, Workforce Planning, Talent Management, Succession Planning, Onboarding, Affirmative Action, Compensation Structure..., Compensation Structures, Management, Career Counseling, Strategic Planning, Compensation & Benefit, Deferred Compensation, Organizational..., Human Resources, Employee Relations
Education
University of Cincinnati
Bachelors, Psychology
Xavier University
Masters, Human Resource Development
EllisJordan Consulting 2013 - Present
Ayers Saint Gross 2014 - 2015
Convergent Wealth Advisors 2004 - 2013
Skills
Wealth Management, Payroll, Performance Improvement, Workshop Facilitation, Workforce Planning, Talent Management, Succession Planning, Onboarding, Affirmative Action, Compensation Structure..., Compensation Structures, Management, Career Counseling, Strategic Planning, Compensation & Benefit, Deferred Compensation, Organizational..., Human Resources, Employee Relations
Education
University of Cincinnati
Bachelors, Psychology
Xavier University
Masters, Human Resource Development
John Elmes, CFA's Convergent Wealth Advisors Experience June 2015 - Present
Job President at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors June 2015 - Present
J.P. Morgan Private Bank April 2013 - January 2015
GenSpring Family Offices October 2002 - December 2012
Alex Brown December 1999 - October 2002
Arthur Andersen January 1994 - December 1999
Legg Mason August 1988 - January 1994
Skills
Wealth Management, Investment Advisory, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management..., Mutual Funds, Private Banking, Private Equity, Wealth, Fund Of Funds, Strategic Financial..., High Net Worth..., Due Diligence, Financial Advisory
Education
George Mason University 1985 — 1988
Bachelor of Science (BS), Finance and Investments
Convergent Wealth Advisors June 2015 - Present
J.P. Morgan Private Bank April 2013 - January 2015
GenSpring Family Offices October 2002 - December 2012
Alex Brown December 1999 - October 2002
Arthur Andersen January 1994 - December 1999
Legg Mason August 1988 - January 1994
Skills
Wealth Management, Investment Advisory, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management..., Mutual Funds, Private Banking, Private Equity, Wealth, Fund Of Funds, Strategic Financial..., High Net Worth..., Due Diligence, Financial Advisory
Education
George Mason University 1985 — 1988
Bachelor of Science (BS), Finance and Investments
Meena Chockalingam's Convergent Wealth Advisors Experience June 2009 - May 2010
Job Senior Consultant at PwC
Industry Management Consulting
Experience
PwC January 2011 - Present
Diamond Management & Technology Consultants (PwC Consulting) March 2012 - July 2012
PwC June 2010 - August 2010
Convergent Wealth Advisors June 2009 - May 2010
Indian Institute of Management, Bangalore October 2008 - January 2009
StreamCenter September 2006 - May 2008
Koc Holding May 2007 - August 2007
Skills
Private Equity, Financial Modeling, Financial Risk, Financial Analysis, Finance, Internal Audit, Financial Services, US GAAP, Start-ups, GAAP, IFRS, Consulting, PowerPoint, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business
Finance & Accounting, Minor in Art History
St. Xavier's College
Mumbai, India, Study Abroad
PwC January 2011 - Present
Diamond Management & Technology Consultants (PwC Consulting) March 2012 - July 2012
PwC June 2010 - August 2010
Convergent Wealth Advisors June 2009 - May 2010
Indian Institute of Management, Bangalore October 2008 - January 2009
StreamCenter September 2006 - May 2008
Koc Holding May 2007 - August 2007
Skills
Private Equity, Financial Modeling, Financial Risk, Financial Analysis, Finance, Internal Audit, Financial Services, US GAAP, Start-ups, GAAP, IFRS, Consulting, PowerPoint, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business
Finance & Accounting, Minor in Art History
St. Xavier's College
Mumbai, India, Study Abroad
Aaron Mirandon's Convergent Wealth Advisors Experience May 2007 - Present
Job Financial
Industry Investment Management
Experience
Convergent Wealth Advisors May 2007 - Present
PNC Multi-Family Capital May 2006 - May 2007
Venetec International, Inc. April 1997 - March 2006
Skills
Hedge Funds, Alternative Investments, Investments, Investment Management, Portfolio Management, Mutual Funds, Investment Strategies, Finance, Asset Management, Asset Allocation, Fund Of Funds
Education
Brigham Young University
Bachelor of Science (B.S.), Business Management
San Diego State University-California State University
Master of Business Administration (MBA)
Convergent Wealth Advisors May 2007 - Present
PNC Multi-Family Capital May 2006 - May 2007
Venetec International, Inc. April 1997 - March 2006
Skills
Hedge Funds, Alternative Investments, Investments, Investment Management, Portfolio Management, Mutual Funds, Investment Strategies, Finance, Asset Management, Asset Allocation, Fund Of Funds
Education
Brigham Young University
Bachelor of Science (B.S.), Business Management
San Diego State University-California State University
Master of Business Administration (MBA)
David Kahn's Convergent Wealth Advisors Experience September 2009 - Present
Job Managing Director at Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors September 2009 - Present
Inside Out Community Arts 2007 - Present
Wilmington Trust Company September 2005 - September 2009
Roxbury Capital Management 1994 - 2004
Skills
Hedge Funds, Wealth Management, Asset Managment, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Strategic Planning, Valuation, Series 7, Fundraising, Estate Planning
Education
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance
Bucknell University 1981 — 1984
BA, Economics
Convergent Wealth Advisors September 2009 - Present
Inside Out Community Arts 2007 - Present
Wilmington Trust Company September 2005 - September 2009
Roxbury Capital Management 1994 - 2004
Skills
Hedge Funds, Wealth Management, Asset Managment, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Strategic Planning, Valuation, Series 7, Fundraising, Estate Planning
Education
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance
Bucknell University 1981 — 1984
BA, Economics
Kevin Killeavy, CFA's Convergent Wealth Advisors Experience April 2008 - Present
Job Senior Research Analyst
Industry Financial Services
Experience
Convergent Wealth Advisors April 2008 - Present
Skills
Portfolio Management, Bloomberg, Asset Allocation, Alternative Investments, Investments, Equities, Fixed Income, Hedge Funds, Valuation, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Capital Markets
Education
Georgetown University 2003 — 2007
Finance, General
Georgetown University - The McDonough School of Business 2003 — 2007
Finance, Finance
Convergent Wealth Advisors April 2008 - Present
Skills
Portfolio Management, Bloomberg, Asset Allocation, Alternative Investments, Investments, Equities, Fixed Income, Hedge Funds, Valuation, Wealth Management, Mutual Funds, Asset Management, Financial Analysis, Capital Markets
Education
Georgetown University 2003 — 2007
Finance, General
Georgetown University - The McDonough School of Business 2003 — 2007
Finance, Finance
Ambra Bingham's Convergent Wealth Advisors Experience October 2008 - July 2009
Job BI/ETL Analyst & System Administrator at Portland State University
Industry Information Technology and Services
Experience
Portland State University January 2014 - Present
Impac Services February 2011 - January 2014
McGriff, Seibels & Williams November 2009 - February 2011
Mentor Graphics July 2009 - November 2009
Convergent Wealth Advisors October 2008 - July 2009
Siltronic AG March 2008 - September 2008
Skills
Visio, Requirements Analysis, SQL, SharePoint, Business Analysis, Oracle E-Business Suite, Microsoft SQL Server, Access, Oracle Applications, Oracle PL/SQL..., XML Publisher, BI Publisher, JDeveloper, Oracle SQL Developer, Program Management, Oracle, Oracle HR, Business Intelligence, Data Warehousing, PL/SQL, ETL
Education
Portland State University 2007 — 2008
BS, Information Systems
Portland State University - School of Business 2006 — 2008
BS, Information Systems
Tracy High School
Portland State University January 2014 - Present
Impac Services February 2011 - January 2014
McGriff, Seibels & Williams November 2009 - February 2011
Mentor Graphics July 2009 - November 2009
Convergent Wealth Advisors October 2008 - July 2009
Siltronic AG March 2008 - September 2008
Skills
Visio, Requirements Analysis, SQL, SharePoint, Business Analysis, Oracle E-Business Suite, Microsoft SQL Server, Access, Oracle Applications, Oracle PL/SQL..., XML Publisher, BI Publisher, JDeveloper, Oracle SQL Developer, Program Management, Oracle, Oracle HR, Business Intelligence, Data Warehousing, PL/SQL, ETL
Education
Portland State University 2007 — 2008
BS, Information Systems
Portland State University - School of Business 2006 — 2008
BS, Information Systems
Tracy High School
Kathy Freed, CFP®'s Convergent Wealth Advisors Experience 2006 - 2008
Job Director at Threshold Group
Industry Investment Management
Experience
Threshold Group April 2015 - Present
Citizens Bank December 2007 - March 2015
World Affairs Council of Philadelphia 2012 - 2015
Convergent Wealth Advisors 2006 - 2008
US Trust Company June 2003 - November 2006
Pennsylvania Trust Company October 1998 - June 2003
CoreStates Bank, NA November 1984 - August 1998
Skills
Wealth Management, Alternative Investments, Asset Allocation, Investments, Series 7, Portfolio Management, Series 63, Mutual Funds, Investment Management, Investment Strategies, Asset Management, Investment Advisory, Financial Services, Securities, Wealth Management...
Education
Hamilton College
Bachelor of Arts (B.A.)
Northfield Mt Hermon
Threshold Group April 2015 - Present
Citizens Bank December 2007 - March 2015
World Affairs Council of Philadelphia 2012 - 2015
Convergent Wealth Advisors 2006 - 2008
US Trust Company June 2003 - November 2006
Pennsylvania Trust Company October 1998 - June 2003
CoreStates Bank, NA November 1984 - August 1998
Skills
Wealth Management, Alternative Investments, Asset Allocation, Investments, Series 7, Portfolio Management, Series 63, Mutual Funds, Investment Management, Investment Strategies, Asset Management, Investment Advisory, Financial Services, Securities, Wealth Management...
Education
Hamilton College
Bachelor of Arts (B.A.)
Northfield Mt Hermon
Ned Muskie's Convergent Wealth Advisors Experience June 2014 - Present
Job Managing Director at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors June 2014 - Present
U.S. Trust April 2010 - April 2014
HSBC January 2004 - December 2008
Wachovia Corporation 1993 - 2005
The Riggs National Bank October 1985 - October 1993
Skills
Wealth Management, Banking, Wealth Management..., Commercial Banking, Credit, Risk Management, High Net Worth..., Series 7, Capital Markets, Investment Banking, Portfolio Management, Estate Planning, Private Banking, Investment Advisory, Investment Management
Education
Duke University 1980 — 1984
Bachelor of Arts (B.A.), Political Science
Convergent Wealth Advisors June 2014 - Present
U.S. Trust April 2010 - April 2014
HSBC January 2004 - December 2008
Wachovia Corporation 1993 - 2005
The Riggs National Bank October 1985 - October 1993
Skills
Wealth Management, Banking, Wealth Management..., Commercial Banking, Credit, Risk Management, High Net Worth..., Series 7, Capital Markets, Investment Banking, Portfolio Management, Estate Planning, Private Banking, Investment Advisory, Investment Management
Education
Duke University 1980 — 1984
Bachelor of Arts (B.A.), Political Science
Kevin Rankin's Convergent Wealth Advisors Experience September 2010 - October 2011
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust June 2013 - Present
LVW Advisors October 2011 - May 2013
Convergent Wealth Advisors September 2010 - October 2011
First American Equipment Finance May 2009 - January 2010
Midwest, Inc. October 2006 - April 2009
Northwestern Mutual Financial Network January 2006 - July 2006
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Strategic Financial..., Financial Modeling, Credit, Asset Managment, Loans, Valuation, Banking, Insurance, Corporate Finance, Credit Analysis, Accounting, Asset Allocation, Asset Management, Financial Planning
Education
St. John Fisher College 2004 — 2006
Management, Finance, Financial Planning
U.S. Trust June 2013 - Present
LVW Advisors October 2011 - May 2013
Convergent Wealth Advisors September 2010 - October 2011
First American Equipment Finance May 2009 - January 2010
Midwest, Inc. October 2006 - April 2009
Northwestern Mutual Financial Network January 2006 - July 2006
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Strategic Financial..., Financial Modeling, Credit, Asset Managment, Loans, Valuation, Banking, Insurance, Corporate Finance, Credit Analysis, Accounting, Asset Allocation, Asset Management, Financial Planning
Education
St. John Fisher College 2004 — 2006
Management, Finance, Financial Planning
Nathan Greenwell's Convergent Wealth Advisors Experience 2009 - 2010
Job Mathematical Statistician at National Highway Traffic Safety Administration
Industry Government Administration
Experience
National Highway Traffic Safety Administration July 2011 - Present
US Marine Corps September 2010 - July 2011
Convergent Wealth Advisors 2009 - 2010
Federal Aviation Administration April 2008 - October 2009
University of Maryland Orientation Office January 2007 - February 2008
Skills
Statistics, Data Analysis, Analysis
Education
University of Maryland College Park 2006 — 2010
B.S, Finance & Mathematics
National Highway Traffic Safety Administration July 2011 - Present
US Marine Corps September 2010 - July 2011
Convergent Wealth Advisors 2009 - 2010
Federal Aviation Administration April 2008 - October 2009
University of Maryland Orientation Office January 2007 - February 2008
Skills
Statistics, Data Analysis, Analysis
Education
University of Maryland College Park 2006 — 2010
B.S, Finance & Mathematics
Bryan Lennon, CFP®'s Convergent Wealth Advisors Experience January 2011 - July 2013
Job Senior Vice President Team Leader at Personal Capital
Industry Financial Services
Experience
Personal Capital May 2014 - Present
Personal Capital August 2013 - May 2014
Convergent Wealth Advisors January 2011 - July 2013
JP Morgan 2008 - 2010
Skills
Hedge Funds, Investments, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Wealth Management, Mutual Funds
Education
Franklin & Marshall College
B.A., Finance/Accounting
Georgetown University
Canterbury School
Personal Capital May 2014 - Present
Personal Capital August 2013 - May 2014
Convergent Wealth Advisors January 2011 - July 2013
JP Morgan 2008 - 2010
Skills
Hedge Funds, Investments, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Wealth Management, Mutual Funds
Education
Franklin & Marshall College
B.A., Finance/Accounting
Georgetown University
Canterbury School
Tom Sinclair's Convergent Wealth Advisors Experience December 2014 - Present
Job Investment Management Associate at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors December 2014 - Present
Convergent Wealth Advisors August 2012 - December 2014
Cambridge Associates September 2011 - August 2012
Cambridge Associates June 2011 - September 2011
Cambridge Associates June 2010 - June 2011
Skills
Financial Analysis, Analysis, Investments, Portfolio Management, Leadership, Investment Strategies, Operations Management, Trading, Financial Modeling, Valuation, Asset Management, Equities, Bloomberg, Due Diligence, Asset Allocation, Hedge Funds, Outlook, Alternative Investments, Financial Reporting, Corporate Finance, Private Equity
Education
University of Richmond - Robins School of Business 2006 — 2010
Business Administration, Finance, Accounting
Convergent Wealth Advisors December 2014 - Present
Convergent Wealth Advisors August 2012 - December 2014
Cambridge Associates September 2011 - August 2012
Cambridge Associates June 2011 - September 2011
Cambridge Associates June 2010 - June 2011
Skills
Financial Analysis, Analysis, Investments, Portfolio Management, Leadership, Investment Strategies, Operations Management, Trading, Financial Modeling, Valuation, Asset Management, Equities, Bloomberg, Due Diligence, Asset Allocation, Hedge Funds, Outlook, Alternative Investments, Financial Reporting, Corporate Finance, Private Equity
Education
University of Richmond - Robins School of Business 2006 — 2010
Business Administration, Finance, Accounting
Ben Draa's Convergent Wealth Advisors Experience May 2009 - August 2009
Job Warriors Arena Development
Industry Financial Services
Experience
Golden State Warriors February 2012 - Present
imoji October 2013 - Present
J.P. Morgan June 2010 - February 2012
Convergent Wealth Advisors May 2009 - August 2009
6Pacific Partners 2009 - 2009
San Francisco Giants May 2008 - August 2008
Education
Claremont McKenna College 2006 — 2010
Economics
Golden State Warriors February 2012 - Present
imoji October 2013 - Present
J.P. Morgan June 2010 - February 2012
Convergent Wealth Advisors May 2009 - August 2009
6Pacific Partners 2009 - 2009
San Francisco Giants May 2008 - August 2008
Education
Claremont McKenna College 2006 — 2010
Economics
Jeffrey Rand's Convergent Wealth Advisors Experience June 2009 - August 2009
Job Research Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 2014 - Present
J.P. Morgan August 2012 - December 2014
Mercer Investment Consulting July 2010 - August 2012
Convergent Wealth Advisors June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Stata, Bloomberg, Salesforce.com, PowerPoint, Financial Modeling, Corporate Finance, Equities, Valuation
Education
Lafayette College 2006 — 2010
Lafayette College 2006 — 2010
Bachelor of Arts, Economics and Business
Deutsche Bank December 2014 - Present
J.P. Morgan August 2012 - December 2014
Mercer Investment Consulting July 2010 - August 2012
Convergent Wealth Advisors June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Stata, Bloomberg, Salesforce.com, PowerPoint, Financial Modeling, Corporate Finance, Equities, Valuation
Education
Lafayette College 2006 — 2010
Lafayette College 2006 — 2010
Bachelor of Arts, Economics and Business
Andrew Imthurn's Convergent Wealth Advisors Experience September 2011 - January 2012
Job Consultant at ADI Strategies
Industry Management Consulting
Experience
ADI Strategies January 2014 - Present
ADI Strategies June 2013 - January 2014
Charles R. Blyth Fund March 2011 - June 2013
Peregrine Semiconductor June 2012 - September 2012
Convergent Wealth Advisors September 2011 - January 2012
Education
Occidental College 2009 — 2013
Bachelor of Arts (B.A.), Economics w/ Mathematics
University City
ADI Strategies January 2014 - Present
ADI Strategies June 2013 - January 2014
Charles R. Blyth Fund March 2011 - June 2013
Peregrine Semiconductor June 2012 - September 2012
Convergent Wealth Advisors September 2011 - January 2012
Education
Occidental College 2009 — 2013
Bachelor of Arts (B.A.), Economics w/ Mathematics
University City
Omar Sadou's Convergent Wealth Advisors Experience January 2009 - February 2010
Job External Auditor I at Palmetto GBA
Industry Accounting
Experience
Palmetto GBA January 2012 - January 2013
Lumpkin School of Business MBA Department August 2010 - December 2011
Accordia Global Health Foundation May 2010 - August 2010
Convergent Wealth Advisors January 2009 - February 2010
Department of Finance and Administration Employee Benefits Division October 2007 - May 2008
ARAMARK-University of Central Arkansas Campus Dining Services January 2007 - December 2007
Skills
Peachtree, QuickBooks, Microsoft Office, Native French Speaker, Compustat
Education
Eastern Illinois University 2010 — 2011
Master, MBA/Accounting
University of Central Arkansas 2004 — 2008
BBA, Accounting
Lycee LaFontaine 1989 — 2004
Baccalaureat S, Scientifique
Palmetto GBA January 2012 - January 2013
Lumpkin School of Business MBA Department August 2010 - December 2011
Accordia Global Health Foundation May 2010 - August 2010
Convergent Wealth Advisors January 2009 - February 2010
Department of Finance and Administration Employee Benefits Division October 2007 - May 2008
ARAMARK-University of Central Arkansas Campus Dining Services January 2007 - December 2007
Skills
Peachtree, QuickBooks, Microsoft Office, Native French Speaker, Compustat
Education
Eastern Illinois University 2010 — 2011
Master, MBA/Accounting
University of Central Arkansas 2004 — 2008
BBA, Accounting
Lycee LaFontaine 1989 — 2004
Baccalaureat S, Scientifique
Nestor Milla's Convergent Wealth Advisors Experience October 2008 - September 2011
Job Independent Filmmaker
Industry Entertainment
Experience
Freelance December 2013 - Present
Randstad October 2012 - May 2013
Team People / World Bank March 2012 - September 2012
Milla & Associates October 2011 - January 2012
Convergent Wealth Advisors October 2008 - September 2011
Clark Enterprises Inc. / Clark Charitable Foundation October 2005 - April 2008
Henry M. Jackson Foundation March 2005 - September 2005
Skills
Administrative..., Telephone Skills
Education
Columbia College
Bachelor of Arts, Cinema
Freelance December 2013 - Present
Randstad October 2012 - May 2013
Team People / World Bank March 2012 - September 2012
Milla & Associates October 2011 - January 2012
Convergent Wealth Advisors October 2008 - September 2011
Clark Enterprises Inc. / Clark Charitable Foundation October 2005 - April 2008
Henry M. Jackson Foundation March 2005 - September 2005
Skills
Administrative..., Telephone Skills
Education
Columbia College
Bachelor of Arts, Cinema
Nicolas Rocha's Convergent Wealth Advisors Experience March 2011 - January 2013
Job Associate Director of Business Development at Wasmer, Schroeder & Company, Inc.
Industry Financial Services
Experience
Wasmer, Schroeder & Company, Inc. August 2015 - Present
LPL Financial December 2014 - July 2015
Fortigent, LLC (acquired by LPL Financial in 2012) January 2013 - December 2014
Convergent Wealth Advisors March 2011 - January 2013
Graystone Consulting (a division of Morgan Stanley) June 2008 - March 2011
RBC Wealth Management (formerly Ferris, Baker Watts Inc.) May 2007 - May 2008
Skills
Asset Allocation, Private Equity, Financial Services, Retirement Planning, Microsoft Excel, Financial Reporting, Wealth Management..., Data Analysis, Investment Management, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Financial Analysis, Equities, Investments, Consultancy Services, Finance
Education
Marymount University
BBA, Finance
St John's College High School
Wasmer, Schroeder & Company, Inc. August 2015 - Present
LPL Financial December 2014 - July 2015
Fortigent, LLC (acquired by LPL Financial in 2012) January 2013 - December 2014
Convergent Wealth Advisors March 2011 - January 2013
Graystone Consulting (a division of Morgan Stanley) June 2008 - March 2011
RBC Wealth Management (formerly Ferris, Baker Watts Inc.) May 2007 - May 2008
Skills
Asset Allocation, Private Equity, Financial Services, Retirement Planning, Microsoft Excel, Financial Reporting, Wealth Management..., Data Analysis, Investment Management, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Financial Analysis, Equities, Investments, Consultancy Services, Finance
Education
Marymount University
BBA, Finance
St John's College High School
Charles Winn, CFA's Convergent Wealth Advisors Experience December 2014 - Present
Job Chief Sales and Marketing Officer at Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors December 2014 - Present
Convergent Wealth Advisors 2013 - Present
Goldman Sachs 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1989 - 2001
Education
CFA Designation
Davidson College 1985 — 1989
The Salisbury School 1982 — 1985
The Buckley School 1974 — 1982
Convergent Wealth Advisors December 2014 - Present
Convergent Wealth Advisors 2013 - Present
Goldman Sachs 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1989 - 2001
Education
CFA Designation
Davidson College 1985 — 1989
The Salisbury School 1982 — 1985
The Buckley School 1974 — 1982
Cristin McGlynn's Convergent Wealth Advisors Experience August 2013 - March 2015
Job Vice President of Portfolio and Wealth Advisory at BBR Partners
Industry Financial Services
Experience
BBR Partners March 2015 - Present
Convergent Wealth Advisors August 2013 - March 2015
Convergent Wealth Advisors August 2009 - August 2013
Skills
Alternative Investments, Investment Management, Wealth Management, Investments, Asset Allocation, Series 65, Hedge Funds, Portfolio Management, FINRA, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, Fixed Income, Investment Advisory, Investment Strategies, Equities, Strategic Planning, Wealth, Securities, Financial Markets, Capital Markets, Wealth Management..., High Net Worth..., Financial Modeling, Valuation, Financial Services, Strategic Financial..., Private Equity, Retirement Planning, Investment Banking, Fund Of Funds, Finance, Bonds, Financial Planning
Education
University of Delaware 2004 — 2008
Bachelor of Science (BS), Finance, General
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (BS), Finance
Georgetown Visitation Preparatory School 2000 — 2004
High School
BBR Partners March 2015 - Present
Convergent Wealth Advisors August 2013 - March 2015
Convergent Wealth Advisors August 2009 - August 2013
Skills
Alternative Investments, Investment Management, Wealth Management, Investments, Asset Allocation, Series 65, Hedge Funds, Portfolio Management, FINRA, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, Fixed Income, Investment Advisory, Investment Strategies, Equities, Strategic Planning, Wealth, Securities, Financial Markets, Capital Markets, Wealth Management..., High Net Worth..., Financial Modeling, Valuation, Financial Services, Strategic Financial..., Private Equity, Retirement Planning, Investment Banking, Fund Of Funds, Finance, Bonds, Financial Planning
Education
University of Delaware 2004 — 2008
Bachelor of Science (BS), Finance, General
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (BS), Finance
Georgetown Visitation Preparatory School 2000 — 2004
High School
Johnson Chukundah's Convergent Wealth Advisors Experience January 2011 - May 2011
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2013 - June 2015
Beech Street Capital January 2013 - July 2013
Outcome Capital May 2012 - October 2012
New Markets Venture Partners September 2011 - May 2012
UMD Undergraduate Mergers & Acquisition Case Competition November 2010 - November 2011
Morgan Stanley June 2011 - August 2011
Convergent Wealth Advisors January 2011 - May 2011
MTB Investment Advisors May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Bloomberg, Investment Banking, Due Diligence, Mergers, Equity Research, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management, LBO
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Bachelor of Science, Finance & Accounting
Stifel Financial Corp. July 2013 - June 2015
Beech Street Capital January 2013 - July 2013
Outcome Capital May 2012 - October 2012
New Markets Venture Partners September 2011 - May 2012
UMD Undergraduate Mergers & Acquisition Case Competition November 2010 - November 2011
Morgan Stanley June 2011 - August 2011
Convergent Wealth Advisors January 2011 - May 2011
MTB Investment Advisors May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Bloomberg, Investment Banking, Due Diligence, Mergers, Equity Research, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management, LBO
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Bachelor of Science, Finance & Accounting
Gilda Mbimba's Convergent Wealth Advisors Experience February 2009 - July 2010
Job Accounting staff, MBA
Industry Accounting
Experience
Rose Financial Services July 2014 - Present
Encore Nationwide July 2010 - December 2013
Accountants International 2008 - 2011
Convergent Wealth Advisors February 2009 - July 2010
Skills
General Ledger, Account Reconciliation, Accounting, Journal Entries, Accounts Payable, Accounts Receivable, Financial Reporting, QuickBooks, Financial Statements, Accruals, Auditing, Internal Controls, Sarbanes-Oxley Act, Microsoft Office, Microsoft Word, PowerPoint, Financial Accounting, Microsoft Excel, Internal Audit, Leadership, Analysis, Finance, Access, Public Speaking, Customer Service, Cash Flow, Outlook, Bank Reconciliation, GAAP, Financial Analysis, Tax Preparation, Tax
Education
Hood College 2008 — 2011
Master of Business Administration (MBA), Finance and Information Technology
University of Maryland - Robert H. Smith School of Business 2006 — 2008
Bachelor's degree, Accounting
Rose Financial Services July 2014 - Present
Encore Nationwide July 2010 - December 2013
Accountants International 2008 - 2011
Convergent Wealth Advisors February 2009 - July 2010
Skills
General Ledger, Account Reconciliation, Accounting, Journal Entries, Accounts Payable, Accounts Receivable, Financial Reporting, QuickBooks, Financial Statements, Accruals, Auditing, Internal Controls, Sarbanes-Oxley Act, Microsoft Office, Microsoft Word, PowerPoint, Financial Accounting, Microsoft Excel, Internal Audit, Leadership, Analysis, Finance, Access, Public Speaking, Customer Service, Cash Flow, Outlook, Bank Reconciliation, GAAP, Financial Analysis, Tax Preparation, Tax
Education
Hood College 2008 — 2011
Master of Business Administration (MBA), Finance and Information Technology
University of Maryland - Robert H. Smith School of Business 2006 — 2008
Bachelor's degree, Accounting
Lauren Wojciechowski's Convergent Wealth Advisors Experience September 2008 - August 2010
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Convergent Wealth Advisors September 2008 - August 2010
Smith Barney Citigroup May 2006 - September 2008
Skills
Series 7, Alternative Investments, Bloomberg, Asset Management, Financial Accounting, Financial Services, Financial Modeling, Financial Analysis, Equities, Wealth Management, Portfolio Management, Mutual Funds, Investments
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch August 2010 - Present
Convergent Wealth Advisors September 2008 - August 2010
Smith Barney Citigroup May 2006 - September 2008
Skills
Series 7, Alternative Investments, Bloomberg, Asset Management, Financial Accounting, Financial Services, Financial Modeling, Financial Analysis, Equities, Wealth Management, Portfolio Management, Mutual Funds, Investments
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General