Diastole Wealth Management
Address: 58 Boston St, Guilford, CT 06437 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–4PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 458-5220: : : : Website: Place name: Category: : : Website: http://www.dwinvest.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Diastole Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Diastole Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Diastole Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Diastole Wealth Management Salaries. You can even request information on how much does Diastole Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Diastole Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10 Diastole Wealth Management employees in database. Find out everything there's to know about Diastole Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Diastole Wealth Management Employees
Accountemps April 2015 - Present
Charles Schwab June 2013 - April 2015
Diastole Wealth Management August 2012 - January 2013
Guida Seibert Company June 2011 - September 2011
T&J Supermarket May 2010 - September 2010
Citizens Bank June 2009 - August 2009
Skills
Investments, Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Finance, Financial Analysis, Management, Outlook, Research, Analysis, Microsoft Word
Education
Bentley University 2008 — 2012
BS, Business Management
Daniel Hand High School, Madison CT 2004 — 2008
Diastole Wealth Management 1996 - Present
Dean Witter Reynolds Inc. 1984 - 1996
Skills
Teaching, Microsoft Office, Investment Strategies, Mutual Funds, Investments, Portfolio Management, Asset Management, Venture Capital
Education
Centre College
Bachelor's degree
University of Pennsylvania - The Wharton School
Diastole Wealth Management September 2012 - Present
CORIS Energy Control Systems April 2012 - Present
Merrill Lynch June 2011 - April 2012
Diastole Wealth Management December 2009 - March 2011
Diastole Wealth Management October 2008 - March 2011
Diastole Wealth Management August 2007 - October 2008
Massachusetts Institute of Technology June 2006 - September 2006
Skills
Mutual Funds, Investments, Portfolio Management, Investment Strategies, Strategic Financial..., Alternative Investments, Data Analysis, Investment Products, Client Communication, Client Retention, Client Service, Research Design, Market Research, Process Improvement, Presentation Development, Presenter, Model Portfolios, Separately Managed..., Education, Account Reconciliation, HTML, Commercial Photography, Investment Promotion, Performance Analysis, Fund Accounting, Creative Writing, Creative Problem Solving, Microsoft Office, SAS, Team Management, Financial Planning, Corporate Finance, Financial Reporting, Web Design, Hedge Funds, Management, Finance, Analysis
Education
Massachusetts Institute of Technology 2003 — 2007
B.S., Business/Finance
Charlotte Valley
Diastole Wealth Management October 2013 - Present
TST October 2012 - Present
Clinton Travel Soccer August 2011 - Present
South Central Premier Soccer Club August 2011 - Present
PTS Asset Management March 2011 - October 2013
South Central Premier Soccer Club November 2010 - June 2012
OR&L Management December 2010 - March 2011
Skills
Fixed Income, Equities, Asset Managment, Credit, Financial Analysis, Banking, Finance, Strategic Financial..., Financial Planners, Fitness Training, Athletic Training, Marketing, Asset Management
Education
University of Bridgeport 2006 — 2010
Bachelor's degree, Finance
Branford High School 2002 — 2006
Bachelor of Science (BS), Finance
Diastole Wealth Management February 2015 - Present
Kinker-Eveleigh Insurance February 1997 - January 2015
Roeding Insurance February 1987 - February 1997
Bethesda Memorial Hospital February 1985 - January 1987
Skills
Marketing Strategy, Sales Management, Team Building, Marketing Communications, Prospecting, Qualifying Prospects, Property & Casualty..., Insurance, Health Insurance, New Business Development, Umbrella Insurance, Sales, Small Business, Legal Liability, Account Management, Employee Benefits, Workers Compensation, Marketing, Commercial Insurance, Lead Generation, Media Relations, Public Relations, Life Insurance, Underwriting, Newsletters, Customer Retention, Inland Marine, Risk Management, Casualty, Commercial Lines
Education
Miami University 1973 — 1977
BS, Communications
Taft High School 1970 — 1973
Bright Asset Management July 2006 - Present
Old Saybrook High School September 2010 - Present
Pension Advisors Group LLC December 2007 - September 2012
Diastole Wealth Management October 2000 - July 2006
Charles Schwab March 1994 - October 2000
Skills
Securities, Investment Strategies, Asset Allocation, Equities, Financial Services, Small Business, 401k, Research, Wealth Management, Start-ups, Capital Markets, Estate Planning, College Planning
Education
Bryant University 1985 — 1989
Bachelors, Finance / Economics
Old Saybrook High School 1981 — 1985
Goodspeed Musicals January 2009 - Present
Diastole Wealth Management January 2000 - November 2008
Skills
Volunteer Management, Non-profits, Fundraising, Public Speaking, Grant Writing, Nonprofits, Musical Theatre, Community Outreach, Event Planning, Theatre, Arts Administration
Education
University of Connecticut
BA, American History