DWM Advisors, LLC
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DWM Advisors, LLC Employees
Employee
Years
Job
Industry
Abigail Baric Abigail Baric's DWM Advisors, LLC Experience June 2014 - August 2014
Job Investment Banking Intern at Sherman & Company
Industry Financial Services
Experience
Financial Management Association April 2015 - Present
Sherman & Company June 2015 - August 2015
Financial Management Association August 2013 - April 2015
Blackthorn Technologies November 2014 - December 2014
DWM Advisors, LLC June 2014 - August 2014
Industrial Paper Products, Inc. October 2013 - December 2013
Jimmy John's June 2013 - October 2013
Skills
Public Speaking, Leadership, Microsoft Excel, Time Management, PowerPoint, Business Development, Customer Service, Research, Social Networking, Salesforce.com, Microsoft Word, Organization, Management, Microsoft Office, Event Planning, Microsoft Access
Education
Elon University 2012 — 2016
Major: Finance Minor: Accounting and Economics, 3.828
Cardinal Gibbons High School 2012 2008 — 2012
Financial Management Association April 2015 - Present
Sherman & Company June 2015 - August 2015
Financial Management Association August 2013 - April 2015
Blackthorn Technologies November 2014 - December 2014
DWM Advisors, LLC June 2014 - August 2014
Industrial Paper Products, Inc. October 2013 - December 2013
Jimmy John's June 2013 - October 2013
Skills
Public Speaking, Leadership, Microsoft Excel, Time Management, PowerPoint, Business Development, Customer Service, Research, Social Networking, Salesforce.com, Microsoft Word, Organization, Management, Microsoft Office, Event Planning, Microsoft Access
Education
Elon University 2012 — 2016
Major: Finance Minor: Accounting and Economics, 3.828
Cardinal Gibbons High School 2012 2008 — 2012
Jill Smith Jill Smith's DWM Advisors, LLC Experience August 2013 - September 2015
Job Soprano, Music Teacher and Smith Home Executive
Industry Entertainment
Experience
Songbird Studios 1990 - Present
DWM Advisors, LLC August 2013 - September 2015
Songbird Studios 1994 - July 2013
Town of Apex September 2010 - April 2013
Highland Middle School 2003 - 2004
Jackson Middle School August 1995 - August 1998
Skills
Music, Piano, Music Education, Singing, Conducting, Musical Theatre, Microsoft Office, Choral, Word, Excel, Classical, Event Planning, Microsoft Excel, Teaching, Microsoft Word, Leadership, Opera, Musicians, Public Speaking, Chamber Music, Orchestral Music, Management, Analysis
Education
Texas Tech University 1990 — 1994
Bachelors MUED, Music Education
Songbird Studios 1990 - Present
DWM Advisors, LLC August 2013 - September 2015
Songbird Studios 1994 - July 2013
Town of Apex September 2010 - April 2013
Highland Middle School 2003 - 2004
Jackson Middle School August 1995 - August 1998
Skills
Music, Piano, Music Education, Singing, Conducting, Musical Theatre, Microsoft Office, Choral, Word, Excel, Classical, Event Planning, Microsoft Excel, Teaching, Microsoft Word, Leadership, Opera, Musicians, Public Speaking, Chamber Music, Orchestral Music, Management, Analysis
Education
Texas Tech University 1990 — 1994
Bachelors MUED, Music Education
Pretty Khare Pretty Khare's DWM Advisors, LLC Experience September 2014 - December 2014
Job Strategy Consultant for Asset Managers | Investment Professional | Duke MBA | IIT Graduate
Industry Management Consulting
Experience
Casey, Quirk & Associates August 2015 - Present
Fuqua School of Business March 2014 - April 2015
DWM Advisors, LLC September 2014 - December 2014
BD June 2014 - August 2014
Lorelli & Co. January 2014 - May 2014
MarketRx (Cognizant Analytics) May 2011 - July 2013
MarketRx (Cognizant Analytics) November 2009 - April 2011
Skills
Research, Management Consulting, Financial Modeling, Data Analysis, Business Strategy, Business Analysis, Strategy, Market Research, Statistics, Project Management, Analysis, Financial Analysis, Business Development, SQL, Microsoft Excel, SPSS, Valuation, Business Analytics, Analytics, Competitive Analysis, Finance, Investment Banking, Corporate Finance, Investments, Management, Consulting, Leadership, Portfolio Management, Equities, Marketing Strategy, Strategic Planning
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, 4.0/4.0
Indian Institute of Technology, Kharagpur 2004 — 2009
Dual Degree (B.Tech and M.Tech), Manufacturing Engineering and Industrial Management, 8.11/10
Casey, Quirk & Associates August 2015 - Present
Fuqua School of Business March 2014 - April 2015
DWM Advisors, LLC September 2014 - December 2014
BD June 2014 - August 2014
Lorelli & Co. January 2014 - May 2014
MarketRx (Cognizant Analytics) May 2011 - July 2013
MarketRx (Cognizant Analytics) November 2009 - April 2011
Skills
Research, Management Consulting, Financial Modeling, Data Analysis, Business Strategy, Business Analysis, Strategy, Market Research, Statistics, Project Management, Analysis, Financial Analysis, Business Development, SQL, Microsoft Excel, SPSS, Valuation, Business Analytics, Analytics, Competitive Analysis, Finance, Investment Banking, Corporate Finance, Investments, Management, Consulting, Leadership, Portfolio Management, Equities, Marketing Strategy, Strategic Planning
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, 4.0/4.0
Indian Institute of Technology, Kharagpur 2004 — 2009
Dual Degree (B.Tech and M.Tech), Manufacturing Engineering and Industrial Management, 8.11/10
Jeana Routh's DWM Advisors, LLC Experience March 2014 - Present
Job Information Technology Administrator at DWM Advisors, LLC
Industry Information Technology and Services
Experience
DWM Advisors, LLC March 2014 - Present
Angreal Solutions LLC November 2010 - Present
Elmo's Diner May 2006 - March 2014
Skills
User Documentation, Technical Support, Customer Service, Technical Documentation, Software Documentation, Technical Consultation, Documentation, Onboarding, Technical Communication, OS X, Mac OS X Support, Windows support, Inkscape, GIMP, WordPress, Web Design, CSS, Adobe Creative Suite, Linux, Illustrator, InDesign, Dreamweaver, Photoshop, Facebook, Smartphones, PowerPoint, Restaurant Management, Operations Management, Layout, Google Sites, Picasa, Staff Supervision, Computer Hardware, Print Setup, Windows 7, Outlook, Business Cards, Company Newsletters, Teamwork, QuickBooks, Help Desk Support, Social Networking, Adobe Contribute
Education
Duke Continuing Studies 2015 — 2016
Professional Certificate, Technical Communication
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts (BA), Linguistics
DWM Advisors, LLC March 2014 - Present
Angreal Solutions LLC November 2010 - Present
Elmo's Diner May 2006 - March 2014
Skills
User Documentation, Technical Support, Customer Service, Technical Documentation, Software Documentation, Technical Consultation, Documentation, Onboarding, Technical Communication, OS X, Mac OS X Support, Windows support, Inkscape, GIMP, WordPress, Web Design, CSS, Adobe Creative Suite, Linux, Illustrator, InDesign, Dreamweaver, Photoshop, Facebook, Smartphones, PowerPoint, Restaurant Management, Operations Management, Layout, Google Sites, Picasa, Staff Supervision, Computer Hardware, Print Setup, Windows 7, Outlook, Business Cards, Company Newsletters, Teamwork, QuickBooks, Help Desk Support, Social Networking, Adobe Contribute
Education
Duke Continuing Studies 2015 — 2016
Professional Certificate, Technical Communication
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts (BA), Linguistics
Clark Troy Clark Troy's DWM Advisors, LLC Experience June 2014 - Present
Job Financial Advisor at DWM Advisors, LLC
Industry Financial Services
Experience
DWM Advisors, LLC June 2014 - Present
Markham-Tadley Consulting April 2012 - Present
A Registered Investment Advisor January 2013 - September 2013
Aite Group 2009 - 2012
Satori Consulting 2007 - 2009
Princeton Consultants 2000 - 2007
The Averill Harriman Institute, Columbia University September 1999 - April 2000
Open Society Institute July 1996 - August 1997
Skills
Strategy, Program Management, Consulting, Management, Strategic Planning, Business Analysis, Financial Services, Start-ups, Project Management, Finance, Financial Planning
Education
College for Financial Planning 2013 — 2014
Columbia University in the City of New York 1991 — 1999
PhD, Russian Literature
Yale University 1984 — 1988
BA, Russian and East European Studies
Chapel Hill High School 1982 — 1984
Valedictorian
DWM Advisors, LLC June 2014 - Present
Markham-Tadley Consulting April 2012 - Present
A Registered Investment Advisor January 2013 - September 2013
Aite Group 2009 - 2012
Satori Consulting 2007 - 2009
Princeton Consultants 2000 - 2007
The Averill Harriman Institute, Columbia University September 1999 - April 2000
Open Society Institute July 1996 - August 1997
Skills
Strategy, Program Management, Consulting, Management, Strategic Planning, Business Analysis, Financial Services, Start-ups, Project Management, Finance, Financial Planning
Education
College for Financial Planning 2013 — 2014
Columbia University in the City of New York 1991 — 1999
PhD, Russian Literature
Yale University 1984 — 1988
BA, Russian and East European Studies
Chapel Hill High School 1982 — 1984
Valedictorian
Stephen Gaskins, CFP®'s DWM Advisors, LLC Experience April 2015 - Present
Job Managing Director, Eastern Division at DWM Advisors, LLC
Industry Investment Management
Experience
DWM Advisors, LLC April 2015 - Present
Old North State Wealth Management, LLC October 2009 - March 2015
Skills
Investments, Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management, Investment Advisory, Banking, Strategic Financial..., Valuation, Mutual Funds, Financial Analysis, Asset Management, High Net Worth...
Education
Campbell University 1977 — 1981
BBA, .Trust and Wealth Management
DWM Advisors, LLC April 2015 - Present
Old North State Wealth Management, LLC October 2009 - March 2015
Skills
Investments, Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management, Investment Advisory, Banking, Strategic Financial..., Valuation, Mutual Funds, Financial Analysis, Asset Management, High Net Worth...
Education
Campbell University 1977 — 1981
BBA, .Trust and Wealth Management
Renee Sorrell's DWM Advisors, LLC Experience August 2013 - Present
Job Vice President, Practice Manager at DWM Advisors, LLC
Industry Financial Services
Experience
DWM Advisors, LLC August 2013 - Present
Compass Financial Partners September 2010 - August 2013
Tri Pillar Investments June 2010 - October 2010
Credit Suisse July 2008 - February 2010
Argent Funds Group January 2000 - July 2008
Education
University of North Carolina at Greensboro 1998 — 2000
Master Degree, History
University of North Carolina at Chapel Hill 1993 — 1996
History, Political Science
DWM Advisors, LLC August 2013 - Present
Compass Financial Partners September 2010 - August 2013
Tri Pillar Investments June 2010 - October 2010
Credit Suisse July 2008 - February 2010
Argent Funds Group January 2000 - July 2008
Education
University of North Carolina at Greensboro 1998 — 2000
Master Degree, History
University of North Carolina at Chapel Hill 1993 — 1996
History, Political Science
Jon Buchanan's DWM Advisors, LLC Experience April 2011 - August 2013
Job Treasury Finance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Global Network Corporation August 2013 - December 2014
DWM Advisors, LLC April 2011 - August 2013
SunTrust Bank January 2008 - April 2011
Skills
Investments, Portfolio Management, Equities, Banking, Private Equity, Financial Analysis, Financial Reporting, Private Placements, Derivatives, Hedging, Debt & Equity Financing, Alternative Investments, Management, Asset Management, Capital Markets, Economics, Business Strategy, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Valuation, Financial Markets, Bonds, Statistical Data..., Mutual Funds, Wealth Management
Education
East Carolina University - College of Business
MBA, Finance
East Carolina University
BS, Economics, Business Administration
Wells Fargo December 2014 - Present
Global Network Corporation August 2013 - December 2014
DWM Advisors, LLC April 2011 - August 2013
SunTrust Bank January 2008 - April 2011
Skills
Investments, Portfolio Management, Equities, Banking, Private Equity, Financial Analysis, Financial Reporting, Private Placements, Derivatives, Hedging, Debt & Equity Financing, Alternative Investments, Management, Asset Management, Capital Markets, Economics, Business Strategy, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Valuation, Financial Markets, Bonds, Statistical Data..., Mutual Funds, Wealth Management
Education
East Carolina University - College of Business
MBA, Finance
East Carolina University
BS, Economics, Business Administration
Sherry Xiao Liu's DWM Advisors, LLC Experience June 2013 - August 2013
Job AVP at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
DWM Advisors, LLC June 2013 - August 2013
China Investment Corporation October 2012 - November 2012
Royal Bank of Scotland July 2011 - August 2011
Skills
Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, SAS programming, Matlab, R, Stata, Morningstar Office, Capital IQ, Financial Markets
Education
Duke University 2012 — 2014
Master of Arts (M.A.), Economics
Peking University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.83
New York University - Leonard N. Stern School of Business 2010 — 2011
exchange student, Finance, General, 3.75
Yale University 2010 — 2010
Summer School, Financial Economics, 3.85
Citi September 2014 - Present
DWM Advisors, LLC June 2013 - August 2013
China Investment Corporation October 2012 - November 2012
Royal Bank of Scotland July 2011 - August 2011
Skills
Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, SAS programming, Matlab, R, Stata, Morningstar Office, Capital IQ, Financial Markets
Education
Duke University 2012 — 2014
Master of Arts (M.A.), Economics
Peking University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.83
New York University - Leonard N. Stern School of Business 2010 — 2011
exchange student, Finance, General, 3.75
Yale University 2010 — 2010
Summer School, Financial Economics, 3.85
Harrison Rowe's DWM Advisors, LLC Experience May 2015 - August 2015
Job
Industry Investment Banking
Experience
Cofounders Capital August 2015 - Present
DWM Advisors, LLC May 2015 - August 2015
Camp Greylock June 2014 - August 2014
Regal Entertainment Group April 2013 - December 2013
Brookstone April 2013 - August 2013
Cowlicks Yogurt and Floats May 2012 - April 2013
Transamerica Financial Advisors, Inc. August 2012 - December 2012
Education
Elon University 2013 — 2017
Bachelor's degree, Finance Philosophy Accounting
Duke University
Philosophy
Wall Street Prep 2014 — 2014
Finance
OpenDoor
The Wall Street Virtual Academy, sponsored by Bank of America Merill Lynch, Finance
Centennial High School 2009 — 2013
Cofounders Capital August 2015 - Present
DWM Advisors, LLC May 2015 - August 2015
Camp Greylock June 2014 - August 2014
Regal Entertainment Group April 2013 - December 2013
Brookstone April 2013 - August 2013
Cowlicks Yogurt and Floats May 2012 - April 2013
Transamerica Financial Advisors, Inc. August 2012 - December 2012
Education
Elon University 2013 — 2017
Bachelor's degree, Finance Philosophy Accounting
Duke University
Philosophy
Wall Street Prep 2014 — 2014
Finance
OpenDoor
The Wall Street Virtual Academy, sponsored by Bank of America Merill Lynch, Finance
Centennial High School 2009 — 2013