Diastole Wealth Management

Description

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

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Diastole Wealth Management Employees

Employee
Years
Job
Industry
James Scott Lee James Scott Lee Lake Mary, Florida Details
James Scott Lee's Diastole Wealth Management Experience August 2012 - January 2013
Job Staffing Manager at Accountemps
Industry Staffing and Recruiting
Experience
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

Elizabeth Eden Elizabeth Eden Greater New York City Area Details
Elizabeth Eden's Diastole Wealth Management Experience 1996 - Present
Job CEO at Diastole Wealth Management
Industry Financial Services
Experience
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

Desiree Rap Desiree Rap Greater New York City Area Details
Desiree Rap's Diastole Wealth Management Experience September 2012 - Present
Job Portfolio Manager and Marketing Consultant
Industry Financial Services
Experience
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

Curt Sutherland Curt Sutherland Guilford, Connecticut Details
Curt Sutherland's Diastole Wealth Management Experience October 2013 - Present
Job Operations Manager at Diastole Wealth Management
Industry Financial Services
Experience
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

Debbie Joffe Debbie Joffe Cincinnati Area Details
Debbie Joffe's Diastole Wealth Management Experience February 2015 - Present
Job Marketing Consultant at Diastole Wealth Management
Industry Financial Services
Experience
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

Larry Bright, Jr Larry Bright, Jr Westbrook, Connecticut Details
Larry Bright, Jr's Diastole Wealth Management Experience October 2000 - July 2006
Job Founder/President, Bright Asset Management
Industry Investment Management
Experience
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

Gloria Gorton Gloria Gorton Hartford, Connecticut Area Details
Gloria Gorton's Diastole Wealth Management Experience January 2000 - November 2008
Job Director of Major Gifts at Goodspeed Musicals
Industry Nonprofit Organization Management
Experience
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